Auto-Process Imported Responses

If payments are not auto-processed when the remittance file is first imported into axiUm, you can choose to auto-process payments later.

When you auto-process a payment, axiUm completes the following:

  • Adds EOB entries.

  • Adds insurance payment records in Transactions module > Ins Pmt tab and adds an EOB document to the records.

  • Adds claim adjustments (if configured and necessary).

  • Allocates each payment to treatments on patient accounts.

  • Adds Pre-auth information to treatments.

  • Adds provider credit adjustments for non-claim-based entries.

  • Generates exception lists that include the payments, adjustments, and pre-authorizations added.

To auto-process imported responses:

  1. Search for and locate the imported response.
  2. Next to the unprocessed response(s), select the checkbox(es).

    3. Tip: Click Select all to quickly select all responses.

  3. Click Process....

    4. The selected response(s) are auto-processed and the insurance payments are allocated as necessary.