Sign up for one
1
Open the Claims sign-up
Go to
https://app.clinikehr.com/sign-up?product=claims. The page reads Create your Claims workspace: “Free to start. Turn CMS-1500 claims into a Medi-Cal upload file.”2
Create the account
Use your email and a password, or continue with Google. You accept the same Business Associate Agreement, Terms and Privacy Policy as every ClinikEHR account.
3
Confirm your email and sign in
The workspace opens on Medi-Cal Claims, on the Free plan.
Make a Claims workspace from an account you already have
If you are the owner of an existing workspace and your profile’s country is the United States, the Add a clinic sheet offers a switch:1
Select Add a clinic
From your home page.
2
Turn on A Claims workspace (Medi-Cal claim files)
The switch says “Opens on Claims with the rest of the menu hidden. You can turn on the full EHR any time.” It is not shown outside the United States.
3
Create the clinic
The new workspace opens on Medi-Cal Claims. Your other workspaces are unchanged.
What the workspace looks like
The menu shows Medi-Cal Claims with Claims, Setup, Files and Reports only, and the dashboard shows Your Claims workspace: “Your menu shows Medi-Cal Claims only. Every other part of ClinikEHR is switched off for now.” with Open Claims. Next, get set up with Medi-Cal.Turn on the full EHR
1
Open the card
Select Turn on the full EHR at the bottom of Setup, or on the Your Claims workspace card on the dashboard.
2
Confirm
The dialog says “Every ClinikEHR section comes back in your menu for everyone in this clinic. Nothing is created, moved or lost, and your claims stay where they are. You can hide sections again in Settings, Navigation.” Select Turn on. To hide sections again later, see Navigation.
Check it worked
- The menu opens on Medi-Cal Claims after sign-in.
- After Turn on, the Your Claims workspace card is gone and the other sections are in the menu.
Common issues
I do not see A Claims workspace in Add a clinic
I do not see A Claims workspace in Add a clinic
It is offered to owners whose profile country is the United States, on the full edition. Use the Claims sign-up link instead, or change the country on your profile.
Turn on the full EHR does nothing
Turn on the full EHR does nothing
“Only the clinic owner can turn on the full EHR.” Ask the owner, or sign in as the owner. “Not changed” with a message means the change did not save; try again.
I cannot see Medi-Cal Claims at all
I cannot see Medi-Cal Claims at all
Medi-Cal Claims appears when the clinic’s insurance preference is United States. Check Settings, General, Insurance.
FAQ
Does a Claims workspace cost anything?
Does a Claims workspace cost anything?
The workspace starts on the Free plan. Test files are free, and production claims use clinical credits. See Make a Medi-Cal file.
Can I go back to Claims only?
Can I go back to Claims only?
You can hide sections again in Settings, Navigation.