Search for Remittance Responses

When necessary, you can search for remittance responses imported into axiUm.

  1. Open the Claims module and click the Remittance Responses tab.

  2. In the upper pane, enter the appropriate search criteria and click Apply Filters.
    3. Field Description
    Date from / Date to

    Enter a date range from the calendar to filter results based on date.
    Based on

    When searching by date, select the appropriate date to use:

    • Payment Date: This is the date the payment was made as indicated on the remittance file.
    • Process Date: This is the date the payment was auto-processed.

    Tip: If you select Process Date, all payments processed on the same date can print on the same report.
    Trace Number

    Enter the remittance record’s unique reference number to search for a file.

    Note: The trace number is used to reference payment similar to an electronic check number.

    Payee ID

    Enter the payee ID to filter based on Payee.

    Note: Payee IDs can be a practice’s NPI or Tax ID, or an individual’s NPI or Tax ID.
    Include ins.

    Click the ellipsis to select which insurance companies to include in the search.
    Include processed records

    Select the checkbox if you want to include processed records in your search.
    Exclude responses with errors

    Select the checkbox if you want to exclude records with errors from your search.
  3. Review the listed search results.