If you receive insurance payments via EDI Remittance, performing the Transfer EDI Files step during the course of Claims submission will retrieve any available remittance files that may be in your inbox at the clearing house.
Review the remittance/remark codes on the remittance EOB and compare to your TABLE—CAR CODES. As the remit is automatically being posted these codes can perform some automation for you. This is where you can select to mark a service in Review, create a transaction note using the Short Description and checkbox to create a TX Note. You can also identify which codes should perform a Write off or are used as UCR transactions. See the Tables section of this manual for further instructions on how to maintain the CAR Codes table.
The EDI Remittances screen will appear with a list of all unprocessed remittances, as shown below.
The individual EDI Remittance screen will appear, as shown below. To view the patients included in the Remittance file, click the Claim Detail tab at the bottom of the screen.
The EDI Remittance progress bar will appear, as shown below.
The Select Dates dialog box will appear, as shown below.
EDI Remittance processing occurs in the background and takes several minutes. Do not close the dialog box until it finishes (you may minimize it and work on something else while it runs). The progress bar shows the Prep Run ID and the percentage finished at any given moment. When it reaches 100%, the button will change from Running to Done, as shown below.
The Process Log will be populated with any messages that were generated during processing, as shown below.