Manage EDI Remittances

The Remittance Responses tab allows you to work with EDI remittance files, which are formatted as standard HIPAA-defined 5010 835 files.

Note: Each insurance EDI remittance file contains information about the payee, the payer, the claims adjudicated, the EOB, the amount, and other identifying payment information. It may contain pre-authorization responses, claim reversals, and (claim-independent) provider-level adjustments.

To manage EDI remittances:

  1. Open the EDI module and click the Remittance Responses tab.
  2. Complete any of the following:

    3. You can search for EDI remittance payments stored in axiUm.

    1. In the upper pane, enter the search criteria and click Search.
    2. Review the listed search results.

    When your institution receives an EDI remittance file, you must load the file into axiUm.

    Note: An EDI remittance file may contain multiple payments.

    When you load an EDI remittance file:

    • axiUm stores the file as viewable remittance payment(s) with a report that displays its contents.
    • The information is added to the EOB* database tables.

    Note: You can load and process the EDI remittance file in a single step.

    To load EDI remittance files:

    1. Click Load... to display the Load EDI Remittance File window.

    2. Next to the Response File field, click the ellipsis and select the correct file.
    3. (Optional) Select the Auto-Process (on OK if file is loaded successfully) checkbox.
    4. Click OK to close the Load EDI Remittance File window and load the payments in the file.

      5. If you selected the Auto-Process (on OK if file is loaded successfully) checkbox, all successfully loaded payments are processed and you can skip the following sections and proceed to Manage EDI Remittances.

      If you did not select the Auto-Process (on OK if file is loaded successfully) checkbox, all successfully loaded payments are now available to be previewed and processed.

    After you have loaded the EDI payment file(s) into axiUm, you can preview the remittance payments in a report, prior to processing them.

    Note: This assumes you didn’t automatically process them when loading the payment.

    To preview remittance payments:

    1. Search for and locate the loaded EDI payment.
    2. Select the checkbox beside each payment you want included and click Print to display the Print Remittances window.

      3. Note: The Print List radio button allows you to preview/print the list of selected EDI payments. ThePrint Process Results radio button displays the results of a payment after it has been processed.

    3. Select the Print Remittance Report radio button and click OK to display the Remittance Report window.

    4. Under Report Type, select the applicable radio button:
      • Totals: Lists the total for each included section.
      • Summary: Lists a summary for each included section.
      • Details: Lists all details for each included section.

        • Note: The Show claim adjustment reasons and Show detail explanation remarks checkboxes are only enabled if you select Details.

        • Show claim adjustment reasons: Displays the adjustment reasons in the report.
        • Show detail explanation remarks: Displays the explanation remarks in the report.
    5. Under Report Sections, select the checkbox for each section you want included in the report:
      • PreAuths
      • Claims
      • Adjustments
    6. Under Filter Results, complete any of the following:
      • Include all CARC: Select the checkbox to include all Claim Adjustment Reason Codes in the results.
      • Exclude CARC: Click the ellipsis to select any Claim Adjustment Reason Codes that should be excluded from the results.

        • Note: This field is only enabled if the Include all CARC check box is deselected.

    7. Click Preview.

      8. The Crystal report displays with the applicable information.

    8. Review the report as necessary and close the report.

    Tip: You can load and process an EDI remittance file in a single step.

    When you process a remittance payment, axiUm:

    • Adds Explanation of Benefits (EOB) entries.
    • Adds insurance payment 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 process remittance payments:

    1. Search for and locate the loaded EDI payment.
    2. Next to a listed payment(s), select the checkbox(es) and click Process....

      3. Tip: If you are processing all the listed payments, click Select all to select all checkboxes.

      The selected payment(s) are processed and allocated.

    Once you have processed the remittance payments, you can print reports to display the results, and indicate any issues that may require your attention.

    To print remittance payment reports:

    1. Search for and locate the loaded EDI payment.
    2. Select the checkbox beside each payment you want included and click Print to display the Print Remittances window.

    3. Select the Print Process Results radio button and click OK to display the Remittance Processing Results Options window.

    4. Under Report Type, select the applicable radio button:
      • Totals: Lists the total for each included section.
      • Summary: Lists a summary for each included section.
      • Details: Lists all details for each included section.

        • Note: The Show claim adjustment reasons and Show detail explanation remarks checkboxes are only enabled if you select Details.

        • Show claim adjustment reasons: Displays the adjustment reasons in the report.
        • Show detail explanation remarks: Displays the explanation remarks in the report.
      • Sort By: From the drop-down list, select how you would like to sort the results:
        • Process Section
        • Claim Status
    5. Under Report Sections, select the checkbox for each section you want included in the report:
      • PreAuths
      • Claims
      • Adjustments
    6. Under Filter Results (for processed records), complete any of the following:
      • Include all CARC: Select the checkbox to include all Claim Adjustment Reason Codes in the results.
      • Exclude CARC: Click the ellipsis to select any Claim Adjustment Reason Codes that should be excluded from the results.

        • Note: This field is only enabled if the Include all CARC check box is deselected.

    7. Click Print.

      8. The Crystal report prints with the applicable information.