<aside> 📅 Last updated November 24, 2025.
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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.
Server and authentication
Here are the details of our SFTP setup:
| Environment | Server | Username (lower case) | Authentication method | Use |
|---|---|---|---|---|
| Sandbox | sftp.goodbill.com |
{partner}-sandbox |
SSH public key | UAT / pre-production testing |
| Production | sftp.goodbill.com |
{partner}-production |
SSH public key | Live data |
| Development | sftp.goodbill.com |
{partner}-development |
SSH public key | Integration development |
We can provide SSH public keys along with a private key, or you can provide your private key to us.
File hierarchy
| Direction | Folder | What goes here |
|---|---|---|
| You → Goodbill | /to_goodbill/accumulators/ |
Accumulator files |
| You → Goodbill | /to_goodbill/claims/ |
837i and 837p files |
| You → Goodbill | /to_goodbill/eligibility/ |
Eligibility files (CSV, XLSX, 834) |
| You → Goodbill | /to_goodbill/paid_claims/ |
Paid claim files (835, flat files, CSV, XLSX, etc.) |
| You → Goodbill | /to_goodbill/paper_claims/ |
Scanned paper claims (if enabled) |
| You → Goodbill | /to_goodbill/plans/ |
X12 271 eligibility files for plan benefit coverages |
| Goodbill → You | /from_goodbill/837s/ |
Repriced 837 files |
| Goodbill → You | /from_goodbill/supporting-documentation/ |
Supporting documentation PDFs for proof of processing. These will refer to the original claim ID by filename <group id>-<claim id>.pdf |
| Goodbill → You | /from_goodbill/misc/ |
Miscellaneous files. Goodbill will let TPA know if any files are placed here and how to process. |
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.