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Technical support

Help with paper claims, 837P electronic files, installation, activation, importing, and printing

Use the support topics below or contact us with the product name, version, and a clear description of the issue.

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Main support areas

Paper/electronic claim questions, activation, importing, electronic file creation, and printing.

FREE

Free CMS-1500 resources

Use the CMS-1500 claim checker, 837P validator/viewer, and official CMS/NUCC resources.

Open free resources

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Pre-sales questions

Licenses, compatibility, activation, networks, and moving the software to a new computer.

Read pre-sales answers →

837P electronic claim support

The 837P software creates an electronic professional claim file; it does not transmit claims directly. If a file is created successfully, submit it through the payer, clearinghouse, Medicare contractor, billing service, or other electronic connection you use. You can also use the free 837P Validator & Viewer for a readable first-pass review.

Import instructions

Review the CMS-1500 Excel and CSV import requirements and download sample files.

View import instructions →

Try the software

Use the trial to test the program before purchasing. For CMS-1500 paper software, test printing and alignment. For 837P, test claim entry and electronic file creation.

Download a trial →

Before contacting support

  • Write down the exact error message
  • Identify the product and version
  • Note your Windows version
  • Describe the last step that worked
  • Use sample data in screenshots
  • Include the printer model for alignment issues

Frequently asked questions

Where should I start with a technical problem?

Check the product name and version, write down the exact message, and review the relevant support topic. Then email support with those details if the issue continues.

Can support view my patient data?

Do not send patient health information. Use sample data or redact sensitive information from screenshots.

Can you help with printer alignment?

Yes. Tell support which form you are printing, the printer model, and whether the output is too high, low, left, or right.