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Export Options
EDI Paisan lets you export parsed EDI data in multiple formats — from raw EDI files to structured JSON, XML, CSV spreadsheets, and printable PDF reports.
Available Export Formats
| Format | Best For | Tier |
|---|---|---|
| EDI File | Resubmission, archival | Pro |
| JSON | System integration, development | Pro (free preview) |
| XML | Enterprise integration, XSLT | Pro (free preview) |
| CSV | Excel, accounting, analysis | Pro |
| Printing, patient communication | Pro |
All exports are generated in your browser. Your data never touches our servers.
EDI File Downloads
Download the original or modified EDI file.
What You Can Download
| File Type | Description |
|---|---|
| Original file | Exact copy as uploaded |
| Anonymized file | PHI removed for safe sharing |
| Split files | Individual chunks after splitting |
| Line-break formatted | Segments on separate lines for readability |
Download Options
| Option | Description |
|---|---|
| Add line breaks | Insert newline after each segment |
| Preserve original | Keep exact formatting |
| Anonymize | Remove PHI before download |
Use Cases
- Resubmission — Download corrected claims for clearinghouse
- Archival — Save clean copies with consistent formatting
- Sharing — Anonymize and send to vendors for support
- Testing — Export test files for development
JSON Export
Export the complete parsed structure as JSON.
Export Types
| Type | Contents |
|---|---|
| Full Parse Result | Complete structure with all segments, elements, loops |
| Structure Only | Hierarchical outline without raw data |
| File Summary | Statistics, counts, validation results |
| Split Metadata | Information about split chunks |
JSON Structure
json
{
"fileType": "837P",
"version": "005010X222A1",
"interchanges": [{
"controlNumber": "000000001",
"sender": { "id": "SENDER123", "qualifier": "ZZ" },
"receiver": { "id": "RECEIVER456", "qualifier": "ZZ" },
"functionalGroups": [{
"controlNumber": "1",
"transactions": [{
"controlNumber": "0001",
"segments": [...],
"claims": [...]
}]
}]
}],
"summary": {
"claimCount": 47,
"totalCharges": 125000.00,
"serviceLineCount": 123
},
"validation": {
"errors": [],
"warnings": []
}
}Use Cases
- System integration — Feed parsed data into your systems
- Development — Test EDI processing logic
- Analysis — Process with custom scripts
- Debugging — Examine exact parse results
XML Export
Export the complete parsed structure as XML — same data as JSON, in an XML-native format for enterprise systems, XSLT transformations, and XML-based workflows.
Export Types
| Type | Contents |
|---|---|
| Full Parse Result | Complete structure with all segments, elements, loops |
| Structure Only | Hierarchical outline without raw data |
| File Summary | Statistics, counts, validation results |
| Split Metadata | Information about split chunks |
Preview Before Download
The Full Parse Result option opens a preview modal showing the first 250 lines of generated XML. Free-tier users can inspect the output; Pro users can download the full file.
Use Cases
- Enterprise integration — Feed into XML-native systems (HL7 adapters, ESBs)
- XSLT transformation — Apply stylesheets for custom output formats
- Archival — Self-describing format with metadata envelope
- Interoperability — Exchange with XML-based trading partners
For full XML schema examples, see the XML Export reference.
CSV Export
Export structured data for Excel, databases, and accounting systems.
835 Payment Exports
| Export | Columns |
|---|---|
| Claims Summary | Claim ID, patient, billed, paid, adjustments, status |
| Service Lines | Procedure, date, charges, allowed, paid, units |
| Adjustments | Claim ID, CARC, RARC, group code, amount |
| Check Summary | Check #, date, amount, claim count |
Sample Claims CSV
csv
Claim ID,Patient,Billed,Paid,Patient Resp,Status
CLM001,SMITH JOHN,1500.00,1200.00,150.00,Processed Primary
CLM002,JONES MARY,2300.00,0.00,0.00,Denied
CLM003,WILLIAMS BOB,875.00,700.00,100.00,Processed Primary837 Claims Exports
| Export | Columns |
|---|---|
| Claims Summary | Claim ID, patient, dates, diagnosis, charges |
| Service Lines | Procedure, modifiers, date, units, charges |
| Diagnosis Codes | Claim ID, ICD-10 codes, pointers |
271 Eligibility Exports
| Export | Columns |
|---|---|
| Coverage Summary | Patient, status, plan, effective dates |
| Benefits | Benefit type, service, amount, in/out network |
| Copays | Service type, copay amount, coinsurance |
Use Cases
- Payment posting — Import ERA data into practice management
- Reconciliation — Match payments to claims in Excel
- Denial analysis — Track denial patterns over time
- Reporting — Feed data into reporting tools
PDF Reports
Generate printable summaries and reports.
Available Reports
| File Type | Report |
|---|---|
| 835 | Payment Summary — check details, claims, adjustments |
| 835 | Remittance Detail View — full element-level decode of every segment |
| 271 | Eligibility Summary — coverage, benefits, copays |
| 270 | Inquiry Summary — requested information details |
| 837 | Claim Summary — patient, services, charges |
Report Contents
835 Payment Summary
- Check/EFT details (number, date, amount)
- Claim-by-claim payment breakdown
- Adjustment codes with descriptions
- Denial highlights
- Patient responsibility summary
271 Eligibility Summary
- Patient and subscriber information
- Coverage status and dates
- Deductible and OOP remaining
- Copay and coinsurance table
- Authorization requirements
- Limitations and notes
Customization
Select which sections to include:
- [ ] Header/patient info
- [ ] Summary statistics
- [ ] Detailed breakdown
- [ ] Adjustment codes
- [ ] Notes and warnings
Use Cases
- Patient estimates — Share coverage details with patients
- Chart documentation — File with medical records
- Billing communication — Send payment details to providers
- Audit support — Generate records for compliance
Segment-Level Export
Export specific segments or sections of a file.
How It Works
- Navigate to the segment in the viewer
- Select the segment or loop
- Click Export Selection
- Choose format (EDI, JSON, or CSV)
What You Can Export
| Selection | Export Options |
|---|---|
| Single segment | EDI, JSON |
| Loop (with children) | EDI, JSON |
| Transaction | EDI, JSON, CSV |
| Functional group | EDI, JSON |
| All claims | CSV |
| All service lines | CSV |
Use Cases
- Isolate problem claims — Export just the failing transaction
- Extract specific data — Pull just the segments you need
- Documentation — Export examples for training
Tier Requirements
| Feature | Free | Pro | Enterprise |
|---|---|---|---|
| View parsed data | ✅ | ✅ | ✅ |
| Copy segment text | ✅ | ✅ | ✅ |
| Download EDI file | ❌ | ✅ | ✅ |
| JSON export | Preview | ✅ | ✅ |
| XML export | Preview | ✅ | ✅ |
| CSV export | ❌ | ✅ | ✅ |
| PDF reports | ❌ | ✅ | ✅ |
| Batch export | ❌ | ❌ | ✅ |
| API access | ❌ | ❌ | ✅ |
Free tier users can view all data and copy text. To download files and export structured data, upgrade to Pro.
Export Best Practices
Choose the Right Format
| Need | Recommended Format |
|---|---|
| Resubmit to clearinghouse | EDI file |
| Import into PMS/EHR | CSV or JSON (depends on system) |
| Share with vendor | Anonymized EDI |
| Print for records | PDF report |
| Custom analysis | JSON, XML, or CSV |
| Development/testing | JSON or XML |
| Enterprise/XSLT pipelines | XML |
Verify Before Using
After export:
- Check record counts match expectations
- Spot-check a few values
- Validate file format if resubmitting
Keep Originals
Exports are new files. Always keep your original EDI files backed up.
Related Documentation
- Remittance Detail View — Human-readable 835 decode
- XML Export — XML format details and examples
- Export Formats Reference — Detailed format specifications
- PHI Anonymization — Anonymize before exporting
- Claim Splitting — Split then export
- Pro Tier — Export features included
