Medical E-Claims 

If Medical Insurance is involved, E-claims are created differently.  You will use Emdeon Medical to process your claims. 

Insurance Plan
In the InsPlan window, check the Medical Insurance box at the top.  This same box is used for both medical claims and institutional claims and controls whether claims go out in dental format or in med/inst format.  Also, set the Claim Form in this window to either UB04 or 1500 in case you print any paper claims.

Setup
In Module Setup Account section is a checkbox for "Set medical claims to institutional when using medical insurance.  This setting will affect all medical InsPlans that are set to "medical".  It determines whether claims are created as medical (837-P) or institutional (837-I).  The user can still change this option for individual claims after creating them as explained below.

Claim
Create the medical Claim in the Account module, probably using the dropdown list in the toolbar.  Once created, the Claim Form and the Med/Dent/Inst settings may be changed.

Clearinghouse
In the Clearinghouses list, there should be a default for dental and a separate default for medical/inst.  Dental clearinghouses cannot accept medical or institutional claims.  If you will be generating claim files from Open Dental and them uploading them manually to Medicaid, then you would still set up a clearinghouse in order to specify the output folder.  The format for dental claims may be either 4010 or 5010, and you can freely switch between them as needed.  Medical and institutional claim format will be only 5010. 

Send Claims
In the Send Claims window, send batches of claims to one clearinghouse at a time. 
[Technical note: To determine the format, information is required from both the claim.MedType and the clearinghouse.Eformat. Neither alone is sufficient.]
Once messages are generated, they are archived in the etrans table in the database for later retrieval. These archived claims may be seen in the history list at the bottom of the Send Claims window.   All 4 claim types (med5010, inst5010, dent5010, dent4010) will show as "claim sent" in the archival.