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Tools

EDI

The EDI tools - upload and parse 835 / 837 zips, batches and feeds, Browse EDI data, denials, payment variance, the EDI explorer, verified datasets and their report.

These tools read your team's EDI data. edi_add_batch, edi_create_dataset, the verdict, sign-off and report tools write to your account. edi_next_step and the next_step on the batch tools walk the assistant through them.

edi_next_step

ParameterTypeDefaultWhat it does

edi_create_upload

ParameterTypeDefaultWhat it does
filenamestringrequiredThe name of the file to upload, with its extension (.xlsx, .xls or .csv).

edi_add_batch

ParameterTypeDefaultWhat it does
descriptionstringnoneWhat the dataset holds and the study it is for; required for a new dataset.
namestringnoneThe study name.
ownerstringnoneThe provider the rates belong to: a provider id or name in your account. A new name becomes a custom provider.
upload_idstringrequiredThe id create_upload returned for the file.

edi_reparse

ParameterTypeDefaultWhat it does
batch_idstringrequired

edi_list_batches

ParameterTypeDefaultWhat it does
limitinteger50Most rows to return. Each tool has its own cap. On a free plan, paid data returns 8 rows whatever you ask for.
offsetinteger0Rows to skip, for paging.
statusstringnone

edi_get_batch

ParameterTypeDefaultWhat it does
batch_idstringrequired

edi_feeds

ParameterTypeDefaultWhat it does

edi_feed

ParameterTypeDefaultWhat it does
folderstringrequired
limitinteger50Most rows to return. Each tool has its own cap. On a free plan, paid data returns 8 rows whatever you ask for.
offsetinteger0Rows to skip, for paging.

edi_remits_by_payer

ParameterTypeDefaultWhat it does
coveragestringnone
date_fromstringnone
date_tostringnone
limitinteger50Most rows to return. Each tool has its own cap. On a free plan, paid data returns 8 rows whatever you ask for.
offsetinteger0Rows to skip, for paging.
payerstringnoneOnly this insurer, as named in the data.
statusstringnone

edi_claims_by_payer

ParameterTypeDefaultWhat it does
date_fromstringnone
date_tostringnone
limitinteger50Most rows to return. Each tool has its own cap. On a free plan, paid data returns 8 rows whatever you ask for.
offsetinteger0Rows to skip, for paging.
payerstringnoneOnly this insurer, as named in the data.

edi_remits

ParameterTypeDefaultWhat it does
coveragestringnone
date_fromstringnone
date_tostringnone
limitinteger50Most rows to return. Each tool has its own cap. On a free plan, paid data returns 8 rows whatever you ask for.
offsetinteger0Rows to skip, for paging.
payerstringnoneOnly this insurer, as named in the data.
statusstringnone

edi_claims

ParameterTypeDefaultWhat it does
date_fromstringnone
date_tostringnone
limitinteger50Most rows to return. Each tool has its own cap. On a free plan, paid data returns 8 rows whatever you ask for.
offsetinteger0Rows to skip, for paging.
payerstringnoneOnly this insurer, as named in the data.

edi_export

ParameterTypeDefaultWhat it does
coveragestringnone
date_fromstringnone
date_tostringnone
include_duplicatesbooleanfalse
kindworkbook | csv_zip | remits | claimsworkbookset_strategic_pricing_goal: max_revenue_within_market or revenue_neutral_optics. set_study_dataset: volume or cost. update_strategic_pricing_settings: the goal kind to switch to.
payerstringnoneOnly this insurer, as named in the data.
setslist of stringnone
statusstringnone

edi_denials_top

ParameterTypeDefaultWhat it does
date_fromstringnone
date_tostringnone
group_codeCO | PR | OA | PI | CRnone
limitinteger50Most rows to return. Each tool has its own cap. On a free plan, paid data returns 8 rows whatever you ask for.
payerstringnoneOnly this insurer, as named in the data.

edi_denials_trend

ParameterTypeDefaultWhat it does
group_codeCO | PR | OA | PI | CRnone
limitinteger50Most rows to return. Each tool has its own cap. On a free plan, paid data returns 8 rows whatever you ask for.
payerstringnoneOnly this insurer, as named in the data.
window_daysinteger30

edi_variance_summary

ParameterTypeDefaultWhat it does
cpt_codestringnone
date_fromstringnone
date_tostringnone
directionunderpaid | overpaidunderpaid
limitinteger10Most rows to return. Each tool has its own cap. On a free plan, paid data returns 8 rows whatever you ask for.
ownerstringrequiredThe provider the rates belong to: a provider id or name in your account. A new name becomes a custom provider.
payer_idstringnone

edi_variance_by_payer

ParameterTypeDefaultWhat it does
cpt_codestringnone
date_fromstringnone
date_tostringnone
directionunderpaid | overpaidunderpaid
limitinteger50Most rows to return. Each tool has its own cap. On a free plan, paid data returns 8 rows whatever you ask for.
offsetinteger0Rows to skip, for paging.
ownerstringrequiredThe provider the rates belong to: a provider id or name in your account. A new name becomes a custom provider.
payer_idstringnone

edi_variance_by_code

ParameterTypeDefaultWhat it does
cpt_codestringnone
date_fromstringnone
date_tostringnone
directionunderpaid | overpaidunderpaid
limitinteger50Most rows to return. Each tool has its own cap. On a free plan, paid data returns 8 rows whatever you ask for.
offsetinteger0Rows to skip, for paging.
ownerstringrequiredThe provider the rates belong to: a provider id or name in your account. A new name becomes a custom provider.
payer_idstringnone

edi_ask

ParameterTypeDefaultWhat it does
batch_idslist of stringnone
max_rowsinteger50
questionstringrequired

edi_list_datasets

ParameterTypeDefaultWhat it does

edi_create_dataset

ParameterTypeDefaultWhat it does
batch_idslist of stringnone
include_duplicatesbooleanfalse
namestringrequiredThe study name.
payerslist of stringnoneOnly these insurers, as named in the data.
service_fromstringnone
service_tostringnone

edi_get_dataset

ParameterTypeDefaultWhat it does
dataset_idstringrequiredAn existing volume or cost dataset in Data Sources; otherwise give upload_id and mapping.

edi_filter_options

ParameterTypeDefaultWhat it does

edi_dataset_population

ParameterTypeDefaultWhat it does
cardstringnone
dataset_idstringrequiredAn existing volume or cost dataset in Data Sources; otherwise give upload_id and mapping.
date_fromstringnone
date_tostringnone
has_835with | withoutnone
payerslist of stringnoneOnly these insurers, as named in the data.

edi_dataset_integrity

ParameterTypeDefaultWhat it does
cardstringnone
dataset_idstringrequiredAn existing volume or cost dataset in Data Sources; otherwise give upload_id and mapping.
date_fromstringnone
date_tostringnone
has_835with | withoutnone
payerslist of stringnoneOnly these insurers, as named in the data.

edi_dataset_payers

ParameterTypeDefaultWhat it does
cardstringnone
dataset_idstringrequiredAn existing volume or cost dataset in Data Sources; otherwise give upload_id and mapping.
date_fromstringnone
date_tostringnone
has_835with | withoutnone
payerslist of stringnoneOnly these insurers, as named in the data.

edi_dataset_match

ParameterTypeDefaultWhat it does
cardstringnone
dataset_idstringrequiredAn existing volume or cost dataset in Data Sources; otherwise give upload_id and mapping.
date_fromstringnone
date_tostringnone
has_835with | withoutnone
payerslist of stringnoneOnly these insurers, as named in the data.

edi_dataset_ratios

ParameterTypeDefaultWhat it does
cardstringnone
dataset_idstringrequiredAn existing volume or cost dataset in Data Sources; otherwise give upload_id and mapping.
date_fromstringnone
date_tostringnone
has_835with | withoutnone
payerslist of stringnoneOnly these insurers, as named in the data.

edi_dataset_lag

ParameterTypeDefaultWhat it does
cardstringnone
dataset_idstringrequiredAn existing volume or cost dataset in Data Sources; otherwise give upload_id and mapping.
date_fromstringnone
date_tostringnone
has_835with | withoutnone
payerslist of stringnoneOnly these insurers, as named in the data.

edi_dataset_denials

ParameterTypeDefaultWhat it does
cardstringnone
dataset_idstringrequiredAn existing volume or cost dataset in Data Sources; otherwise give upload_id and mapping.
date_fromstringnone
date_tostringnone
has_835with | withoutnone
payerslist of stringnoneOnly these insurers, as named in the data.

edi_dataset_providers

ParameterTypeDefaultWhat it does
cardstringnone
dataset_idstringrequiredAn existing volume or cost dataset in Data Sources; otherwise give upload_id and mapping.
date_fromstringnone
date_tostringnone
has_835with | withoutnone
payerslist of stringnoneOnly these insurers, as named in the data.

edi_dataset_plans

ParameterTypeDefaultWhat it does
cardstringnone
dataset_idstringrequiredAn existing volume or cost dataset in Data Sources; otherwise give upload_id and mapping.
date_fromstringnone
date_tostringnone
has_835with | withoutnone
payerslist of stringnoneOnly these insurers, as named in the data.

edi_dataset_medicare

ParameterTypeDefaultWhat it does
cardstringnone
dataset_idstringrequiredAn existing volume or cost dataset in Data Sources; otherwise give upload_id and mapping.
date_fromstringnone
date_tostringnone
has_835with | withoutnone
payerslist of stringnoneOnly these insurers, as named in the data.

edi_dataset_cms

ParameterTypeDefaultWhat it does
cardstringnone
dataset_idstringrequiredAn existing volume or cost dataset in Data Sources; otherwise give upload_id and mapping.
date_fromstringnone
date_tostringnone
has_835with | withoutnone
payerslist of stringnoneOnly these insurers, as named in the data.

edi_dataset_summary

ParameterTypeDefaultWhat it does
cardstringnone
dataset_idstringrequiredAn existing volume or cost dataset in Data Sources; otherwise give upload_id and mapping.
date_fromstringnone
date_tostringnone
has_835with | withoutnone
payerslist of stringnoneOnly these insurers, as named in the data.

edi_dataset_analysis

ParameterTypeDefaultWhat it does
cardstringnone
dataset_idstringrequiredAn existing volume or cost dataset in Data Sources; otherwise give upload_id and mapping.
date_fromstringnone
date_tostringnone
has_835with | withoutnone
payerslist of stringnoneOnly these insurers, as named in the data.

edi_dataset_verdict

ParameterTypeDefaultWhat it does
dataset_idstringrequiredAn existing volume or cost dataset in Data Sources; otherwise give upload_id and mapping.
notestring
stepstringrequired
verdictgood | problem | unsure | laterrequired

edi_dataset_sign_off

ParameterTypeDefaultWhat it does
dataset_idstringrequiredAn existing volume or cost dataset in Data Sources; otherwise give upload_id and mapping.

edi_dataset_report_add

ParameterTypeDefaultWhat it does
cardstring
dataset_idstringrequiredAn existing volume or cost dataset in Data Sources; otherwise give upload_id and mapping.
date_fromstringnone
date_tostringnone
has_835with | withoutnone
notestring
payerslist of stringnoneOnly these insurers, as named in the data.
stepstringrequired

edi_dataset_report

ParameterTypeDefaultWhat it does
dataset_idstringrequiredAn existing volume or cost dataset in Data Sources; otherwise give upload_id and mapping.
limitinteger50Most rows to return. Each tool has its own cap. On a free plan, paid data returns 8 rows whatever you ask for.
offsetinteger0Rows to skip, for paging.

edi_dataset_report_pdf

ParameterTypeDefaultWhat it does
dataset_idstringrequiredAn existing volume or cost dataset in Data Sources; otherwise give upload_id and mapping.

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