> ## Documentation Index
> Fetch the complete documentation index at: https://help.clinikehr.com/llms.txt
> Use this file to discover all available pages before exploring further.

# ClinikEHR Claims for Medi-Cal

> Turn CMS-1500 claims into the file Medi-Cal takes, check every field yourself, and upload it to the Medi-Cal Provider Portal.

Available in

Plan
All plans. The Free plan has monthly limits; paid plans have none

Who
Owners, managers and staff whose role opens Medi-Cal Claims

Insurance
United States

For clinics whose owner chose United States (US insurance claims) under Settings → General → Insurance: electronic claims to US payers, eligibility checks and insurer remittance.
[Outside the US? See the HMO and international insurance pages.](https://help.clinikehr.com/hospital/insurance/claims.md)

ClinikEHR Claims makes the electronic file Medi-Cal takes from the claims you already have on CMS-1500 forms. You add the claims, check every field, approve them, make the file, and **upload it to Medi-Cal yourself** in the Medi-Cal Provider Portal.

## What it does, and what it does not

| ClinikEHR Claims does | You still do |
| - | - |
| Reads fillable CMS-1500 PDFs and CSV exports, and gives you a typed form beside a scan | Check every field against the original |
| Checks procedure codes, modifiers, units and diagnoses and tells you what looks wrong | Decide what to do about each finding. The checks are advice |
| Makes a **test file** (free) and a **production file** | Upload the file in the Medi-Cal Provider Portal |
| Keeps your claims, your files and a count of what this month has used | Download Medi-Cal's reports from the Provider Portal and add them under [Reports](https://help.clinikehr.com/practice/claims/reports.md) |

There is no clearinghouse in the middle. ClinikEHR does not send anything to Medi-Cal for you, and it has no way to see your Provider Portal account. ClinikEHR is not certified or approved by Medi-Cal; **Medi-Cal decides** whether your Submitter ID is active, whether your test passes and whether each claim is accepted.

> [!NOTE]
>
> This is the United States insurance track. The pages for clinics outside the US are under [Hospital insurance](https://help.clinikehr.com/hospital/insurance/overview.md), and the older electronic-claims page for US practices is [File insurance claims](https://help.clinikehr.com/practice/money/insurance-claims.md).

## The four steps

The bar at the top of **Medi-Cal claims** shows where you are: **Add claims**, **Review**, **Generate**, **Upload to Medi-Cal**.

**1. Get set up with Medi-Cal, once**

Ask Medi-Cal for a Submitter ID, register in the Provider Portal and send the test claims. See [Get set up with Medi-Cal](https://help.clinikehr.com/practice/claims/get-set-up.md).

**2. Add claims**

Drop in PDFs, pictures or a CSV, or type a claim. See [Add claims](https://help.clinikehr.com/practice/claims/add-claims.md).

**3. Review and confirm**

Open each claim, compare it with the page, confirm every field and run the code checks. See [Review and confirm a claim](https://help.clinikehr.com/practice/claims/review-a-claim.md) and [Approve claims](https://help.clinikehr.com/practice/claims/approve-claims.md).

**4. Make the file and upload it**

Make a test or production file, download it and upload it in the Provider Portal. See [Make a Medi-Cal file](https://help.clinikehr.com/practice/claims/make-a-file.md).

## What it costs

Test files are free. A claim in a production file uses clinical credits the first time it goes into one: **25** on Free, **15** on Essential, **10** on Team, included on Enterprise. See [Make a Medi-Cal file](https://help.clinikehr.com/practice/claims/make-a-file.md#what-a-file-costs) and [Clinical credits](https://help.clinikehr.com/platform/plans/clinical-credits.md).

## All the pages

> [card] [Get set up with Medi-Cal](https://help.clinikehr.com/practice/claims/get-set-up.md)
>
> Submitter ID, Provider Portal, the 10-claim test and the Setup checklist.

> [card] [Add claims](https://help.clinikehr.com/practice/claims/add-claims.md)
>
> PDFs, scans, CSV exports and the CSV template.

> [card] [Review and confirm a claim](https://help.clinikehr.com/practice/claims/review-a-claim.md)
>
> Confirm each field and use the code checks.

> [card] [Approve claims](https://help.clinikehr.com/practice/claims/approve-claims.md)
>
> Who approves, and why a biller cannot approve their own.

> [card] [Make a Medi-Cal file](https://help.clinikehr.com/practice/claims/make-a-file.md)
>
> Test and production files, credits, Free limits, download and upload.

> [card] [Corrected claims and voids](https://help.clinikehr.com/practice/claims/corrected-claims-and-voids.md)
>
> Fix or cancel a claim Medi-Cal already has.

> [card] [Saved details and copying a claim](https://help.clinikehr.com/practice/claims/saved-details.md)
>
> Fill a new claim from earlier ones.

> [card] [Read Medi-Cal's reports](https://help.clinikehr.com/practice/claims/reports.md)
>
> Add the Error report, Volser Summary or payment advice and see each claim's result.

> [card] [Dashboard, files and your data](https://help.clinikehr.com/practice/claims/dashboard-and-files.md)
>
> The claims summary, the Files screen and how long things are kept.

> [card] [Sign up for a Claims workspace](https://help.clinikehr.com/practice/claims/claims-workspace.md)
>
> A Claims-only account, and how to turn on the full EHR.

**Still stuck with ClinikEHR Claims?**
Check [Troubleshooting](https://help.clinikehr.com/platform/help/troubleshooting.md) first —
it covers the failures we see most often. If that does not resolve it,
[contact support](https://help.clinikehr.com/platform/help/contact-support.md) and include
your workspace name and the time the problem happened, so we can find the
matching entry in your audit log.


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