How to retrieve an 837 rejection report by selecting the bill to the employer option?

Retrieving an 837 Rejection Report allows users to track rejected claims, review billing issues, and ensure accurate financial processing. This report is essential for identifying claim errors and taking corrective actions.

Step 1: How Do I Log in to the Application?

1. Open the application on your device.
2. Enter your username and password.
3. Click on Login to access your account.

Step 2: Where Can I Find the 837 Rejection Report?

1. Navigate to the Reports section.
2. Select Detail Reports from the available options.
3. Click on 837 Rejection Report.

Step 3: How Do I Select the Required Fields?

To retrieve an accurate report, enter the necessary details:

• Sort By: Patient No. (required) or Billing Date.
• Bill: Employer, Primary.
• Account Type: Select from available options (1, 2, 3, etc.).
• PTPN Account: Select an appropriate account.
• Start With Patient #: (Required field: Patient No. or Billing Date).
• End With Patient #: (Required field: Patient No. or Billing Date).
• Enter Office to Bill: Select the appropriate office (e.g., DEMO2).
• Enter Clinician to Bill: Select the clinician(s) to bill.
• Payor: Choose the relevant payor.
• Date to Bill From: Enter the start date.
• Thru: Enter the end date.
• Bill for Charges Over: Enter the threshold amount.
• Do Not Exceed: Set the maximum billing limit.
• Bill Patients Who Have Not Been Billed Since: Enter the last billed date.
• Include Previously Billed Charges: Select Yes or No.
• Date to Rebill From: Enter the rebill start date.
• Thru: Enter the rebill end date.
• Rebill: Select All.
• Barcode: Choose Yes or No.
• Rendering Office: Choose the correct office (e.g., DEMO2).
• Print Only Rebilled Patients: Select Yes or No.
• Billing Office: Select the appropriate office (e.g., DEMO).
• Clearing House/Receiver: Select MDCLEAR.
• Adjustment: Specify adjustments if needed.
• Resubmittal: Indicate whether resubmittal is required.
• ICD Code: Choose between ICD-9 or ICD-10.

Step 4: How Can I Retrieve and Review the Report?

1. Click on the Preview Report button to retrieve the report based on the selected criteria.
2. Review the displayed report for accuracy.

Step 5: How Do I Print the Report?

1. If you need a hard copy, click on the Print Report button to print directly.

Step 6: How Can I Modify My Selections?

1. If you need to adjust your criteria or select different records, click the Clear button to reset selections.
2. Re-enter the required fields and retrieve the report again.

Important Note:

The report will not be retrieved for patients assigned to an Inactive account type.

By following these steps, you can efficiently retrieve, review, and manage the 837 Rejection Report, ensuring billing accuracy and addressing any rejected claims effectively.