Test out EDI Insights today
After installing, EDI Insights will be in demonstration mode. The application comes preloaded with sample data. Opening new files will be blocked in demonstration mode but you will be able to review the service line, claim view, summaries and visualizations.
Install Instructions
- This program installs on your local Windows desktop or laptop.
- Click the button below to the launch the download of the EDI Insights install package.
- The install package should now be in your Downloads folder.
- Double click EMS_Insights_Setup.exe from the download location to start the install wizard.
Tips- Get The Most From Your EDI Insights Demo Experience
Service Line View
Service line view shows a row for each procedure with summary bars for All files and Filtered. When a Fields search or Service Date Range filter is used the Filtered summary bar will show just these claims. Make sure to hit Apply after selecting to see filters. The Service Date Range is initially defaulted to the range found in the 835 dataset but can be adjusted.
Claim Level View
Claim Level view shows a row for each claim in the dataset. Claim view has the same filtering as the service line view.
Fields Menu
From Service Line or Claim View you can select the Fields Menu to launch a pop-out menu. In the Fields menu you choose which fields to display in the grid with the checkmarks, you can choose the column order with drag and drop and you can search for a field using the search bar at the top.
Provider Adjustments
Provider Adjustments are transactions which changed the actual payment amount and are not always related to individual claims. Provider adjustments view button allows you to toggle between a single row in the grid per PLB segment (combined view) or each individual PLB adjustment broken out on its own row (individual view).
Summary Tabs
We can customize the data in the Adjustment summary – CARC Code Analysis chart and Payment Summary – Top Procedures and Payer Analysis charts using the filters at the top. Make sure to click Apply to see changes.
Save and Load Filter
Use the Save Filter button to save commonly used filters with a user defined name, then use Load Filter button to recall these.
Interactive Visualizations
Click any action button across the interactive displays to launch a sub window to View or Export those claims ex Oct 2024 Deductible claims.
Interactive Claims Display
Toggle between Service Line and Claim View when in the interactive display. Use control + C, or the Select All, Deselect All and Copy Selected buttons for quick copy functionality.
Summary Charts View
Click EXPORT / View from a summary tab in order to launch the interactive claims display, export the claims from the chart, or view / export the chart itself.
Frequently Asked Questions about using the EDI Insights
About
What is EDI Insights?
EMS Insights is a desktop application for analyzing 835 EDI remittance files. It helps healthcare billing departments, revenue cycle teams, and financial analysts review payment data, identify trends, and understand payer behavior. The software reads 835 files, extracts payment information, and presents it in dashboards, charts, and reports. It works offline and keeps data on your computer for security and HIPAA compliance.
Who needs EDI Insights?
EMS Insights is designed for healthcare organizations that receive 835 remittance files, including billing departments, revenue cycle management teams, financial analysts, practice managers, and healthcare administrators. It’s useful for anyone who needs to analyze payment data, track denials, understand adjustments, and monitor financial performance from payer remittances.
What EDI formats can I use with Insights?
Currently only X12 05010X221 835 EDI remittance files work with the application. If you have a need to review other healthcare EDI files such as 837P 005010X222, 837I 005010X223 or 271 005010X279 please email EMS at productsupport@emscorp.biz
Does this application transmit any data over the internet?
No, this is a desktop application, and it only reads the files. It doesn’t store any data, and it doesn’t transmit (push or pull) alerts, licenses, or data of any kind.
What is EMS Insights Demonstration Mode?
While unlicensed EMS Insights will default to demonstration mode that allows you to explore features with sample data. In demo mode you cannot open your own files. To use the full version with your 835 files, activate a license.
Install and Setup
How do I install EMS Insights?
Download the installer (EMS_Insights_Setup.exe), run it, and follow the wizard. The default installation location is C:\EMS\Insights, but you can choose a different folder. The installer creates desktop and Start menu shortcuts. No internet connection is required after installation. The installation typically takes less than a minute.
Can I install this application on a server or in the cloud?
Yes, although you will need the correct license type. Please reach out to productsupport@emscorp.biz discuss deployment options.
What are the system requirements for EMS Insights?
EMS Insights requires:
- Windows 10 or later (64-bit)
- 4GB RAM minimum (8GB recommended for large files)
- 300MB free disk space
It works on Windows 10, Windows 11, and Windows Server 2016+. No additional software or dependencies are required. The application runs entirely on your computer—no cloud services or internet connection needed.
Do I need administrator rights to install EMS Insights?
No, administrator rights are not required for installation. The installer can install to the default location (C:\EMS\Insights) or a location you choose. If you don’t have write access to C:\EMS\, you can install to your user folder or another location.
License & Activation
How do I activate my license?
After installation, open EMS Insights and go to Help > License Management. After purchasing from EMS, enter license key in License Management screen and click Activate. Once activated you can see your expiration date in License Management and are now able to open your files.
What happens if I lose my license file?
If you lose your license file, contact EMS Healthcare Informatics support, productsupport@emscorp.biz with your hardware ID from the License Management screen. We can help you regenerate your license.
Usage & Features
How do I open and analyze 835 EDI files?
Click the “Open” button on the main screen (or File > Open), select one or more 835 files, and click Open. To select multiple files, hold Ctrl while clicking, or hold Shift to select a range. The software loads and parses the files, then displays the data in the Service Line view. You can switch between various tabs to analyze.
Can I analyze multiple 835 files at once?
Yes. You can open multiple 835 files in one session. Click “Open” and select multiple files (Ctrl+click or Shift+click), or use File > Append to add more files to an existing session. All files are combined into a single dataset for analysis across multiple remittance files.
How do I filter and search my data?
Use the search box and date filters on the Service Line, Claim Level tabs and the interactive claim display. Enter text in the search box and choose a column (or “All Fields”), then click Apply. Set date ranges with the date pickers and click Apply. Filters work together—you can search and filter by date simultaneously. Click Clear to remove all filters.
Can I customize my grid on the Service line and Claim Views?
Yes, the column order on these views can be customized with drag and drop column reordering. Column layouts are saved automatically, so your preferences persist between sessions. Also the Fields Menu at the top can be selected to choose which fields appear in the grid. The Field menu offers a default column layout , drag and drop and search functionality for column grid selection.
What views and reports are available?
EMS Insights includes views and dashboards for the actual claim data at a granular level, provider level adjustments, file view, consolidated summary level data, financial performance and trends over time.
Can I export data from EMS Insights?
Yes, you can export data to Excel. All data can be exported from the service line view using Export Data or Export Filtered when only filtered data export is required. Most tabs allow exporting of data from the Export / View buttons or by clicking on the interactive data points.
How can I understand what my data is telling me?
EMS offer unlimited technical support and is available to help you understand your data. All questions can be directed to productsupport@emscorp.biz and 716-626-3310. EMS has extensive knowledge in the areas of healthcare billing, EDI and revenue cycle.
Can Insights be further customized to add new fields, columns or visualizations?
Please let EMS support know what you would like added, customized or the business use case and we will explore all options with you.
I have questions about what each field means.
EMS support is here to assist, full training sessions for individual users or teams are available upon request.
Why does my visualization appear empty?
In order to see the visualization when a dataset is loaded or the dataset is changed select the long blue button near the top of each visualization tab. ex “Load Zero Pay”.
Whats the difference between Claims Paid and Payment Amount on the service line tab?
Claims paid is the sum of the claim paid amounts, payment amount is the sum of the checks, ACHs or other actual payments. The difference between claims paid and payment amount should equal the provider adjustments total.
Technical Questions
How much data can EMS Insights handle?
EMS Insights can handle large datasets with hundreds of thousands of service lines. Very large datasets may take longer to load and filter.
Does EMS Insights require an internet connection?
No, EMS Insights works completely offline. All processing happens on your computer. No data is sent to external servers for HIPAA compliance and data security. An internet connection is only needed for email for initial license activation
Is my data secure and HIPAA compliant?
Yes. EMS Insights runs entirely on your computer—no cloud storage or external transmission. Your 835 files and analysis data never leave your computer. This local processing helps meet HIPAA requirements. The software does not collect, store, or transmit any patient or payment data externally.
What if my 835 file won’t load or shows errors?
EMS Insights validates 835 file structure during loading. If a file fails to load, check that it’s a valid 835 EDI file (X12 835 format). Corrupted or improperly formatted files may not load. The application may show error messages indicating what went wrong. Contact support for any 835 loading issues.
Files are loading slowly. Is this normal?
Large 835 files (50,000+ service lines) may take time to load. The application shows progress indicators. Very large files (100,000+ rows) can take several minutes. This is normal. Once loaded, filtering and analysis should be fast.
The license activation failed. What should I do?
Verify you entered the license key correctly (no extra spaces). Ensure you have write access to the installation folder. If activation still fails, contact support.
Where can I get help or support?
Help or support is available during business hours at 716-626-3310 or productsupport@emscorp.biz. Write a message and someone from EMS will contact you back right away.