Load Lockbox Files

Each Lockbox file you receive from a Lockbox company must be loaded into axiUm so that users can view, report, and process the files received.

To load Lockbox files:

  1. Open the EDI module and click the Lockbox Payments tab.

  2. Click the Load… button to display the Load Lockbox Payment File window.
  3. Complete the fields as necessary and click OK to load the file.

    4. Field Description
    Lockbox Payer

    Select the appropriate payer from the drop-down list.
    File

    Click the ellipsis to browse to the location of the payment file.

    Note: Once you select a file, the list displays one row per patient payment in the file.
    Auto-Process (on OK if file is loaded successfully)

    Select the checkbox to auto-process the file when the file is loaded. If deselected, you must process the file manually.

    Note: If the checkbox is selected, the file is auto-processed on OK only if the file loads successfully without any errors.
    Batch Date, Bank, Trace#, Total Read-only fields that display information based on the selected file.

    If the Auto-Process (on OK if file is loaded successfully) checkbox was selected, the file is now loaded and processed, which adds the patient payments to axiUm.

    Note: The patient payments are now created in axiUm but have not been allocated. Payments can be allocated manually or as part of the overnight process to auto-allocate payments.

    If the Auto-Process (on OK if file is loaded successfully) checkbox was deselected, you must Process Lockbox Files Manually to add the patient payments to axiUm.