How to Set Up the 837 Export in StoriiCare

If the insurances you work with are in the U.S. and supported by Availity, you can set up 837 exports in StoriiCare to avoid manually typing in claims on each insurance portal. The setup process is the same across centers, but some values may vary depending on your location and payer.

Before you begin, check out these two articles for more background:

• Bulk Invoice Actions & 837 Generation

• How to Export 837 Files

⚠️ All screenshots in this guide display dummy values for demonstration purposes only. When configuring your own environment, replace every field with accurate information specific to your agency, clients, and payers.

Go to:
Billing > Settings > Exports > 837s Export > Center Specific

Fill in your agency's business information. You can usually find this in your enrollment paperwork, NPPES (National Plan and Provider Enumeration System), or internal business records.

Still under Billing > Settings > Exports > 837s Export > Participant Specific, scroll down to review and confirm that participant-specific fields (like insurance ID, group number, and authorization code) are mapped correctly to your Face Sheet fields.

These fields are pulled from the participant's Face Sheet > Admin Summary.

Go to:
Billing > Payers > Create New Payer > Agency > Claim Settings

⚠️ If you’re submitting the reimbursement claim via Availity, feel free to use the exact values provided below. However, if you’re using a different clearinghouse, make sure to replace them with the appropriate values specific to that platform.

Once set up, you can go back to your Bulk Invoice Actions and generate your 837 export as needed.

For support, feel free to reach out to the StoriiCare team or share this article with your billing staff.