Before submitting EDI claims, the correct Insurance details should be entered for the concerned Insurance Company.
Go to Setup from the main menu and choose Insurance/ Plan.
Search for the Insurance Company for which you want to set up EDI claim submission.
Make sure appropriate Payer ID is given for the insurance.
Billing Method should be set to EDI, if the claims are being sent as EDI for this payer.
Claim Receiver field should be set to your clearing house (for e.g. if your Clearing house is Medavant, the Claim Receiver field should be set to Medavant).
The Payer Type box needs to be set appropriately. Usually for Medicare and Blue Cross/ Blue Shield plans we need to set this field as Medicare and Blue Cross/ Blue Shield respectively.