In this blog, you will learn how to convert a health claim form to an EDI 837 format. To do this, we’ll teach ABBYY Vantage how to classify and extract data from a health insurance claim form such as a CMS-1500, a UB-04, or a dental form, all of which are some of the most common types of forms in the OCR industry.

Our goal: to take that data we’ve extracted and produce a standard EDI 837 format. Want a video version? Check out the demo below.

How to Convert a Health Claim Form to an EDI 837 Format in ABBYY Vantage

How to Convert a Health Claim Form to an EDI 837 Format in ABBYY Vantage

1. Use Document Skills in ABBYY Vantage

First, we will create a document skill in ABBYY Vantage.

Note: At Naviant, we offer out-of-the-box versions depending on the type of form you’re extracting information from, including an ABBYY Vantage CMS-1500 Document Skill and a UB-04 Document Skill. If that sounds useful to you, drop a comment in the chat below, and we’ll help you get more information.

As you can see in the video here, we started by accessing the form within ABBYY Vantage. You can get extraction up and running quickly within ABBYY Vantage by lassoing fields and teaching the software where different data points exist on the form.

2. Create a Process Skill

Next, in ABBYY Vantage’s “Skill Designer” tab on the left hand of the screen, it’s time to create a process skill. Here, we used the drag-and-drop buttons listed in the “Activities” box to teach the software how we want it to get documents in and how we want it to get documents out.

It’s also important here to indicate where you want a human to intervene to review the extraction before the data is exported if you want any human intervention at all.

As you’ll see in the video, we indicated the rules for this particular example using the “Activities” box’s buttons: Input -> Extract -> Review -> Output.

3. Drop a Document into Your Skill

Now, we need to add a sample document to our “Input” button. In this example, we dropped our CMS-1500 sample form into our Try Anything skill page, which was a very standard EDI fillable form in the PDF format. Click “Select Skill” to publish it, and the software will start processing that form. What we can expect on the output is an EDI 837 format.

4. Check Your Work

Next, we open up our EDI format file that we just received as an output to this document and bring that over here to our screen, which you can see here. Here, we can see our output file, which is an EDI 837 format as expected; it also has the specific format that we’re expecting. That means we’ll be able to pass this data and the extracted information downstream to our backend processes and/or systems that are expecting this EDI format: goal achieved.

And there you have it—that’s your guide on how to convert a health claim form to an EDI 837 format.

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About Kara

As a Naviant Content Writer since 2019, Kara is passionate about helping organizations unleash the power of technology to solve their business challenges. In her weekly articles, Kara breaks down the latest research, trends, and tips in the digital transformation world, specializing in intelligent automation, the cloud, AP & HR automation, artificial intelligence, change management, and more. She is also a Copywriter for the American Marketing Association-Madison, where she contributes bimonthly articles that interview industry experts and highlight the latest marketing trends. When she’s not writing, Kara is working on her latest art project, scoping out new music, or out for a run.