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Benefit Enrollment and Maintenance (834) - PM

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Load an incoming 834 file to identify a client's benefit information.

Prerequisites: 

  • The Enable 834 Submissions and Enable 834 Transaction Set registry settings must be enabled.

  • Guarantors must be associated with 834 information in the Guarantors/Payors form (Benefit Enrollment and Maintenance (834) section).

  1. Go to: Avatar PM > Billing > Electronic Submission > Benefit Enrollment and Maintenance (834)

  2. In the Options field:

  • Select Load File to load an 834 file.  The file is stored in the directory that is set up in the File Path\Name field.
  • Select Compile File to assemble 834 information that has been submitted in myAvatar into a file. The Benefit Enrollment and Maintenance (834) report is generated when the 834 file is compiled without errors. This report details 834 information. Errors can be reviewed by generating the Benefit Enrollment and Maintenance (834) report (select Run Report in this field).
  • Select Run Report to generate a Benefit Enrollment and Maintenance (834) report for an 834 file. The report details the data submitted in the benefit enrollment and maintenance file, and any errors processing the 834 file.
  • Select Dump File to generate a report of the compiled 834 file. The report displays the contents of the 834 text file.
  • Select Post File to post the 834 information to myAvatar PM.
  • Select Delete Loaded/Compile File to remove an 834 file.
    • Information in the file can be compiled again into another file.
    • Posted files cannot be deleted.

  1. In the File Path\Name field, enter the 834 file directory path and name.

  2. In the Select File field, select the 834 file. This field displays the compiled file status, date and time compiled.

  3. Click Process File to process the action selected in the Options field. 

  4. Use the Benefit Enrollment and Maintenance (834) Submission report (select Run Report in the Options field), to review the missing information. 
    If the compiled file is missing information, the benefit enrollment and maintenance file cannot be submitted.

The Benefit Enrollment and Maintenance (834) Submission report contains the following sub-reports:

  • Compiled Data: Sorted by client and displays benefit enrollment information for the client, including the period of enrollment coverage.

  • Errors Associated With Compilation: Sorted by client, and details errors encountered when the file was compiled.

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