837 Fast Defaults

Define 837 Institutional and Professional defaults for a member associated with contracting providers and associated funding sources.

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• Information entered in this form populates the 837 file (837 Outbound Processing form).

• The latest information entered in this form will be used in the 837 file.

1. In the Select Client screen search for and select a client by name or ID.

2. Select the client, click OK.

3. In the Funding Source field, select funding sources to associate with contracting providers.

4. In the Contracting Provider field, select the contracting providers to associate with the funding sources.

5. When finished, click Submit.