Sending Claims to and Receiving Reports from McKesson

1. Open the Third Party Processing window. For more information on opening this window, go to Opening the Third Party Processing Window.
2. Search for insurance claims. For more information on searching insurance claims, go to Searching for Insurance Claims.
3. Correct any errors in the insurance claims. For more information on correcting errors, go to Correcting Errors in Insurance Claims.
4. View or add additional information to the CMS 1500 forms. For more information on adding information to a CMS 1500 form, go to Recording Additional Information on the CMS 1500 Form and ANSI File.
5. Export the insurance claims files. For more information on exporting insurance claim files, go to Exporting Insurance Claims
6. Click the Maintenance & Options icon.
7. Select McKesson - ANSI 837 from the Receiver drop-down menu.
8. Click Display.

   The receiver information displays in the lower half of the window.

9. Click Send Files to transmit your McKesson claim files.

   A command prompt window and a McKesson Transfer window open while the files are being sent to McKesson. After the files are sent, the File Transfer window opens.

10. Click OK.
11. Go to To receive insurance claim reports from McKesson to receive insurance claim reports from McKesson. Go to To view McKesson transferred files to view the ANSI files transferred to McKesson and the insurance claim reports you received from McKesson.

1. Open the Third Party Processing window. For more information on opening this window, go to Opening the Third Party Processing Window.
2. Click the Maintenance & Options icon.
3. Select McKesson - ANSI 837 from the Receiver drop-down menu.
4. Click Display.

   The receiver information displays in the lower half of the window.

5. Click Receive Files to download your McKesson report files.

   A command prompt window and a McKesson Transfer window open while the files are being received from McKesson. After the files are received, the File Transfer window opens.

6. Click OK.
7. Go to To view McKesson transferred files to view the reports you received from McKesson.

If you send insurance claims to McKesson and receive insurance claim reports from McKesson, you can view the sent and received files by following the instructions below:

1. Open the Third Party Processing window. For more information on opening this window, go to Opening the Third Party Processing Window.
2. Click the Maintenance & Options icon.
3. Select McKesson - ANSI 837 from the Receiver drop-down menu.
4. Click Display.

   The receiver information displays in the lower half of the window.

5. Click the Sent radio button to view claims files uploaded to McKesson

   OR

   Click the Received radio button to view reports downloaded from McKesson.

6. Select the time period you want to display from the 6 mo., 1 yr., 2 yr., or All check boxes.
7. Click Load.

   A list of available claims or reports displays in the table.

   The insurance claim report types and associated filenames are listed below.

   • Claims Acknowledge Report: Filename begins with “CA”
   • Claims Acknowledge Report: Filename begins with “UA”
   • Exclusion Claims Report: Filename begins with “UE”
   • Exclusions Claims Report: Filename begins with “EC”
   • Font-End 277 Claim Status Report: Filename begins with “XP”
   • Front-End 277 Claim Status Rejection Report: Filename begins with “XJ”
   • Front-End Level I, McKesson 997 Report: Filename begins with “XA”
   • McKesson Acknowledgment Report: Filename is “REPORT”
   • McKesson Status of Transfer Report: Filename extension is “.00”
   • Payor Reports: Filename begins with “SR”
   • Recreate Report: Filename begins with “FX”

   For more detailed information on these reports, go to article #000008041 in the Eyefinity Support Community.

8. Double-click a file or report to open the View File Data window and view and print the claim or report.