EDI Viewer/Claim Insight Changes - Release 04/2025

Conversion to Excel

You can now convert your claims and remits directly to Excel without an intermediate CSV step. The resulting Excel contains columns with correct numeric and date types, so you don’t need to format your spreadsheet manually after importing CSV into Excel.

Here is a sample Excel file.

CSV Changes

This release has several changes to the CSV/Excel file layout.

We’ve added several new fields to the CSV / Excel file layout. The most notable change is the addition of the facility or place of service code to 837. We’ve also added support for attachments in 837 transactions (PWK segments) and several service line-level columns for 837P.

The only change in 835 is the column name change: FacilityTypeCode has been renamed to FacilityCode.

You can see the list of changes here.

Filter by Month/Year

We’ve added a monthly period filter so you can group your claims and remits by month/year:

Monthly Filter

Improved Date Selection Filter

We’ve updated the date selection dialog and fixed several defects related to date selection:

Date Filter