<aside> đź“… Last updated June 14, 2024.
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<aside> ⚠️ For a high-level overview of Goodbill’s claim flow, please see Integration Overview
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<aside> 👉 **Want to add members and claims manually, to start?
Members** Watch this 2-minute video on how to add members via Excel spreadsheet, CSV, or other file formats in your Goodbill account.
Claims Watch this 2-minute video on how to add claims using a UB-04, 837, EOB, pricing sheet, or any document with member and billing provider information in your Goodbill account.
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Our default transfer method for files is to use the typical healthcare workflow of receiving and sending files via SFTP.
If using SFTP is unavailable or not preferred, we can also send/receive files via AWS S3 buckets or via REST API over HTTPS. Please contact us if this is your preferred method.
Here are the details of our SFTP setup:
| Environment | Server | Username | Authentication method |
|---|---|---|---|
| Sandbox | sftp.goodbill.com |
<your-company>-sandbox |
SSH public key |
| Production | sftp.goodbill.com |
<your-company>-production |
SSH public key |
We can provide SSH public keys along with a private key, or you can provide your private key to us.
| Parent directory | Child directory | Description |
|---|---|---|
/to_goodbill/ |
Everything TPA sends to Goodbill. | |
claims/ |
837 claim files. While not required, we recommend one file per 837. | |
eligibility/ |
Eligibility files. | |
misc/ |
Miscellaneous files. These files will not be automatically processed. Please inform Goodbill of any files here and how to process. | |
/from_goodbill/ |
Everything Goodbill sends to TPA. | |
claims/ |
837 claim files. | |
misc/ |
Miscellaneous files. Goodbill will let TPA know if any files are placed here and how to process. | |
supporting-documentation/ |
Supporting documentation PDFs for proof of processing. These will refer to the original claim ID by filename <group id>-<claim id>.pdf |
We recommend sending eligibility files daily and claim files on-demand as soon as they are available. The earlier a claim file is sent, the more time will be available to engage the member and perform a review.
If these cadences are not available, please send files as soon as reasonably possible.
Our system will process files typically within one hour of receiving them. You will receive notification of claims being processed via Slack and via our web UI.