Select Another Payer When Posting - Import Only

If you are importing an 835 into the system, there could be times when you want to skip a secondary payer and move right to the patient or to the tertiary. This feature lets you decide who the next payer is in the coordination of benefits.

  1. On the navigation bar, click Payments and then Payments again.

  2. Click on the deposit date of the 835.

    From the Payments window, click the deposit date.

  3. Click the transaction amount.

    Select the transaction amount.

  4. Click the provider paid amount.

    Click the provider paid amount from the line items.

  5. An informational view opens that shows the details of what you are posting. On the bottom of this view you will see a "Current payer after posting" field. The next payer listed in the EOB displays in this field. If you want to change to another payer, click the field. A list of payers on the EOB will display. Pick the payer from the list and then click Save.

    Click the 'Current payer after posting' field and select the payer from the list.