Navigate to Billing >> Insurance Billing >> 835 Import.
Browse to the location where 835 is saved.
Click "Submit" after selecting the file.
Message is displayed when the file gets imported successfully. In this step the file is read and data is imported. You can view the imported data and make changes if needed and then post payments/adjustment into transaction.
Colored background indicates insurance payments/adjustments have been posted in transactions.
Click to view and make necessary changes before posting the file.
Click to post 835 file in transaction.
Click to view report of the what has got posted and what not has got posted in transaction.
Click on edit icon will show below screen.
Select patient from the drop down. The list will show the data downloaded from 835. Select check mark against insurance/ adjustment that has to be posted in transaction.
You can change copay amount, adjustment amount and bill to. After making changes click save.
Click check mark under Insurance paid if it has to be posted in transaction.
Click check mark under Insurance adjustment if adjustment has to be posted in transaction.
Copay and Bill to will only be updated against charges if insurance paid is checked.
After you have made the necessary changes click on to post payments/adjustments in transaction.
You will be directed to another page that will start the posting process.
Click the preview icon to view the report. Paid amount, Patient amount, and Insurance Adjustment that get imported are highlighted in grey background.