Electronic Billing Transfer

Use the Electronic Billing Transfer routine to transfer the claims information in the insurance carrier's electronic billing Setup file to an ANSI 837 format file located in the directory that you specify.

Notes:

• The Carrier Code Maintenance specifies the location of the file to be transferred and the location (destination) for the newly formatted file generated during the routine.

• To confirm that the process completed, verify the Carrier Name, the processing date and processing volume that display in the Processing Status window.  In addition, make sure that *** Done *** displays.

• If the message Volume Skipped displays, stop and carefully review the messages as it often means that the transfer has already been completed.  Most likely, you will need to reset the EMC Table Maintenance Status field (edit from 2 to 1) and then re-run the transfer.

• Generally, this is the fourth step in the electronic billing procedure.  For more information on the timing and sequence of tasks, see Electronic Billing Procedure.

• For more information about working with data in fields, see the Data Entry Guidelines.

Directions:

To see directions for...

• Opening the Electronic Billing Transfer Routine, click More.

   

  1.  Click Billing Functions from the Menu Bar.

  2.  Click Communications.

  3.  Click Professional Claims.

  4.  Click Anthem.
  Note:  Anthem is used as the carrier in the menu example.  Please select the appropriate insurance carrier name for your processing.

  5.  Click Transfer.

   

  Advanced Methods:
  
  Click the following sequence:
  From the Communications Floating Menu Panel, click the carrier name; and click Transfer.

   

  Electronic Billing Transfer Window Example:

  

   

• Choosing the Selections at the Prompt Window, click More.

   

  Electronic Billing Transfer Prompts Tip:  To see more information about a field, click the hyperlink for the field name.
  Transfer Claims:  XXXXXX	Displays the insurance company name being processed currently for your reference.
  Data Companies	To specify the Data Companies, click a choice in the list below. Tip:  To quickly select or de-select all data companies listed, click Check All .
  	To run the routine, click Proceed or press [ENTER]. Keyboard shortcut:  [ALT + p]
  	To escape from the routine: Click Cancel. Keyboard shortcut:  [ALT + c] Or, click Close .
  Processing Status Window	Displays information pertaining to the various phases of the Transfer process to guide you.
  	Important: To confirm that the process completed, verify the Carrier Name, the processing date and processing volume that display in the Processing Status window.  In addition, make sure that *** Done *** displays.   If the message Volume Skipped displays, stop and carefully review the messages as it often means that the transfer has already been completed.  Most likely, you will need to reset the EMC Table Maintenance Status field (edit from 2 to 1) and then re-run the transfer.
  	To close the Processing window when the process is complete, click Close. Keyboard shortcut:  [ALT + c] Note:  The Status displays ** Done **when the process is ended.