835 Remit Processing

The import process runs each evening so remits should be available the day after it appears in Waystar.  

Go to Administration >Organization Billing to see these 3 features:

1) Remittance: Unprocessed

  • A list of all the 835 remittance files downloaded from Waystar
  • Initial Sort is by Check Number. There are other Sort options available under “Remittances” icon. 
  • Click + to expand to see additional details
    • Confirm that the remit total matches the amount of the payment received.
    • Look at the Match percentage (degree of confidence in Match between claim and payment, which is also color-coded Green, Yellow and Red) and the plug icon (plugged in for a match and unplugged if not matched). 
    • Select records you want to apply and click “Post Payments” icon. These will now appear as applied Payments on Case >Financial tab. 

    • If the payment has a low Match level click on client’s name to see details

General tab

  • Includes Payer Remittance file information
  • PLB Amounts would appear here with reason and Provider Identifier # you can use when contacting Payer for more info if needed 
    • Go to Ledger tab to review Journal Entry default settings which can be overridden if needed

Claim tab

  • Includes Match data details
  • Ability to Unlink current claim and/or Link to another claim

Comments tab

 

Select any records that should not be applied/posted(most commonly claims that weren’t billed from extendedReach, etc.) and click “Complete Selected”. This removes them from this view but does not apply them to any claim/case in system. 

 

2) Remittance: Completed

  • Shows running list of completed remittances
    • Sort options include Name, Check Number, Date Paid
    • Action column indicates if payment was Posted or Completed

3) Remittance: Import EDI Data

  • Ability to manually upload a remittance file you have access to from Payer or Trading Partner portal (e.g.,PaySpan). Select file and Submit. 
    • Can be a new file
    • Can be a replacement file
  • You will get an email that it has processed
    • Go review the new file under Remittance: Unprocessed

 

NOTE: The first import could contain many payments due to the system synchronizing all the current information from Waystar.  Use the “Complete Selected” option for any records that can’t be applied to claims in extendedReach. This will take a little longer, but it will clear them from this list so you can focus on the remits to Post. Going forward only new files will be imported each night.

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