Skip to main content
Before Medi-Cal takes a real claim file from you, Medi-Cal has to give you a Submitter ID and accept a test. This page walks the steps and shows where to record each one in Setup. Medi-Cal gives out the ID and decides when your test has passed; ClinikEHR cannot see either, so the checklist records what you tell it.

​
What you’re looking at

Medi-Cal claims setup says “Do this once. You can come back to it any time.” It has three cards: A workspace created as a Claims workspace also shows Turn on the full EHR at the bottom. See Sign up for a Claims workspace.

​
Ask Medi-Cal for your Submitter ID

1

Send the Medi-Cal application

Complete the Medi-Cal Telecommunications Provider and Biller Application/Agreement (DHCS 6153) and send it to Medi-Cal. Medi-Cal gives your clinic a 3-character Submitter ID and a password. Keep the password private: ClinikEHR never needs it and never stores it.
2

Mark the step

Under Getting ready for Medi-Cal, select I’ve sent the form.
3

Save the Submitter ID when you have it

In Your Medi-Cal Submitter ID, enter the Submitter ID, a Contact name and a Contact phone, then select Save. You see “Submitter details saved”. Every file you make carries the ID.
If you bill for other providers, ask Medi-Cal whether your business must also register as a billing agent.

​
Register in the Provider Portal

1

Register your Submitter ID

Register it in the Medi-Cal Provider Portal. You need the Submitter ID and the NPI of a provider you bill for. If you get stuck, the Medi-Cal telephone line is 1-800-541-5555.
2

Mark the step

Select I’ve registered.

​
Add the provider you bill under

1

Select Add a provider

In Billing providers, select Add a provider. The Add a billing provider sheet asks for who is billed on the claim, “as it is registered with Medi-Cal”.
2

Fill in the details

Choose Billed as, then enter the name (Last name and First name for a person, Organisation name for an organisation), NPI (10 digits), an optional Taxonomy code, Tax ID and Tax ID type, the address and an optional phone.
3

Select Add provider

The Tax ID is saved but never shown again, only its last four digits. To change it later, open Edit and type a new one, or leave it blank to keep it.

​
Send the test claims

1

Make a test file

Add and approve test claims, then make a Test file. Test files are free. See Make a Medi-Cal file.
2

Upload it in the Provider Portal

Upload it under Transaction Center, EDI Submission. Medi-Cal asks for at least 10 test claims for each type of claim you bill. Fix anything Medi-Cal reports and send the file again until it passes.
3

Mark the step

Select I’ve started testing. The checklist reads Testing.
4

Mark production once Medi-Cal says the test passed

When Medi-Cal tells you the test has passed, select Medi-Cal told me my test passed. The checklist reads Sending real claims.
A step marked by mistake can be taken back one step with Not yet.
Production files are real submissions and use credits. Production stays switched off in the file maker until the checklist reads Sending real claims. Mark it only when Medi-Cal has told you the test passed.

​
Who can do this

Only an owner or a manager can save the Submitter ID or mark checklist steps. Everyone else sees the details read-only with the note “Only the owner or a manager can change these details.”

​
Check it worked

  • Your Medi-Cal Submitter ID shows the three characters you saved.
  • Billing providers lists your provider; the first one is marked Default.
  • Getting ready for Medi-Cal says “Where you are:” followed by your stage: Not started, Form sent to Medi-Cal, Registered in the Provider Portal, Testing or Sending real claims.

​
Common issues

Only the owner or a manager can. Ask one of them, or sign in as one.
“Save your Submitter ID above first, then mark each step here as you finish it.” Enter the three characters and select Save.
The message reads: Medi-Cal hasn’t moved you to production yet. Make test files until Medi-Cal confirms your test, then choose “Medi-Cal told me my test passed” in Setup. That button is on the Send real claims step of the checklist.
“Add the clinic’s Medi-Cal Submitter ID in Setup before making a production file. Test files do not need it.”

​
FAQ

No. The checklist records what you tell it. Medi-Cal decides when each step is complete, and your Provider Portal account is the proof.
The Medi-Cal telephone line is 1-800-541-5555. For a ClinikEHR question, email [email protected].