Path: Navigation Form > 835 Form
About
Before posting ERA (Electronic Remittance Advice) payments, the ERA files (835) are retrieved from a supported SFTP integrated clearinghouse using the Import function or manually retrieved from a folder you've saved the file to, if you are not using an integrated clearinghouse. After you've processed adjudications into the Billing Engine, you're ready to post ERA payments. The remittance lines are either displayed under Records to Post or Records Unable to Post.
When posting, the Line Item Closed checkbox will auto-check if the Line Item has no remaining balance. Follow the steps below to import and post ERA payments.
Table of Contents
Import 835 File
- Navigate to the HIPAA 835 Inbound Form following the path above.
- Import the 835 file following one of these options:
- SFTP integrated clearinghouse:
- Click the Import button. This will pull down the file from the clearinghouse and into the EDI folder.
- Click the Start button.
- Click the EDI folder.
- Click the 835 folder.
- Select the file and click the Ok button.
- Non-integrated clearinghouse:
- Click the Start button.
- Search for and locate the folder you manually saved the 835 file to.
- Select the file and click the Ok button.
- An 835 Select Party Type Form may be displayed if the system could not find an insurance match. Click the Party Type drop-down for the insurance displayed in the window and then click the OK button.
Note: Sometimes the Billing Engine may fail to identify the Party Type with some remits and may ask for you to select it in the step above. If you want to skip this step and have the transactions post even when the Party Type doesn't match, click the Ignore Party Type checkbox prior to importing the file. |
- The remittance lines are imported into the Billing Engine and displayed under Records to Post or Records Unable to Post.
| Note: Remittance lines found under Records to Post match back to a Line Item in the system that has a Print Status of N and Line Item Closed must not be selected (meaning the Line Item is open). Those found under Records Unable to Post are those for which there is no Line Item match in the system. This could be due to a few reasons such as: your Agency is transitioning to NSS from another system and the remittance is for a Date of Service prior to your Go-Live date or the Line Item is already closed. |
Post ERA Payments
- (Optional) After the 835 file is imported into the HIPAA 835 Inbound Form, you can double-click on a row to open the Transaction Details window.
Note: You can make edits in this window by typing into a field and then clicking the Save button. |
- The remittance lines under Records To Post, will have a checkmark in the Post column. If you do not want to post the line, deselect the checkbox.
- Click the Post button in the middle of the window.
Notes:
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- A summary is displayed showing what has been posted.
- Click the Ok button.
- If using an integrated clearinghouse, a window is displayed, "Would you like to move the file to the Success folder now?" Click the Yes button to move the file from the root folder to the Success folder.
- A window is displayed, "Process Complete!" Click the Ok button.
- A window is displayed, “Would you like to move the records that are unable to post to the Working Queue?” Click the Yes button, to move the remittance lines to the Working Queue.