> ## 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. # Get set up with Medi-Cal > Get a Medi-Cal Submitter ID, register in the Provider Portal, send the 10-claim test and mark each step in the Setup checklist. Available in Plan All plans Who Owners and managers change Setup; other staff can read it 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) 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. Before you start The NPI and Tax ID of the provider or organisation you bill under Takes about The forms take minutes; Medi-Cal's side can take days When you're done A saved Submitter ID, at least one billing provider, and a checklist that reads Sending real claims ## 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: | Card | What it holds | | - | - | | **Your Medi-Cal Submitter ID** | **Submitter ID** (3 letters or numbers), **Contact name** ("Who Medi-Cal can call about a file") and **Contact phone** | | **Billing providers** | The people or organisations you bill Medi-Cal for. Each claim names one | | **Getting ready for Medi-Cal** | The four-step checklist | A workspace created as a Claims workspace also shows **Turn on the full EHR** at the bottom. See [Sign up for a Claims workspace](https://help.clinikehr.com/practice/claims/claims-workspace.md). ## 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](https://help.clinikehr.com/practice/claims/make-a-file.md). **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**. > [!WARNING] > > 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 > [accordion] I can't change the Submitter ID or the checklist > > Only the owner or a manager can. Ask one of them, or sign in as one. > [accordion] The checklist asks me to save my Submitter ID first > > "Save your Submitter ID above first, then mark each step here as you finish it." Enter the three characters and select **Save**. > [accordion] Making a production file says 'Not in production yet' > > 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. > [accordion] It says 'Finish setup first' > > "Add the clinic's Medi-Cal Submitter ID in Setup before making a production file. Test files do not need it." ## FAQ > [accordion] Does ClinikEHR check that Medi-Cal approved me? > > No. The checklist records what you tell it. Medi-Cal decides when each step is complete, and your Provider Portal account is the proof. > [accordion] Who do I call if I am stuck with Medi-Cal? > > The Medi-Cal telephone line is 1-800-541-5555. For a ClinikEHR question, email [support@clinikehr.com](mailto:support@clinikehr.com). **Still stuck with Medi-Cal setup?** 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. This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.