837 Outbound Processing

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Create 837I and 837P files for export from myAvatar MSO.

In addition to information in the claim, 837 file data is pulled from the following forms:

Funding Source/Contracting Provider Reporting Defaults
Funding Source 837 Defaults
837 Institutional Defaults
837 Professional Defaults
837 Fast Defaults

Prerequisites:

Batches must be closed (Close Batches form).

Go to: Avatar MSO > Claims Processing > 837 Outbound Processing
In the Billing Form field, select the billing file.
In the Individual Or All Funding Sources field:

Select All to include all funding sources.
Select Individual to include a single funding source (Funding Source field).

In the Funding Source field, select the funding source.
In the Billing Options field:

Select Sort File to compile services for viewing, or for creating claims.
Select Create File On Server to create the electronic file on the server.
Select Dump File to generate a report of the compiled file.
Select Run Report to generate a report on a billing file.

In the Contracting Providers field, select contracting providers to include in the 837 file.
Result: Contracting providers associated with the funding sources display.
In the Create Claims field:

Select Yes to create a claim for services to be billed. The services are flagged and will not be pulled forward in future billing rungs unless they are flagged to be rebilled
Select No to create a bill to be reviewed. This can be performed multiple times, if required.

In the Date Of Claim field, enter the claim date.
In the First Date Of Service To Include field, enter the first service date.
In the Last Date Of Service To Include field, enter the last service date.
In the Include Services Assigned For Re-Bill field:

Select Yes to include services assigned for re-billing.
Select No to exclude services assigned for re-billing.

In the File field, select the billing file.
In the Print Or Delete Report field:

Select Print to generate a report. The report contains 837 file information.
Select Delete to remove the file from myAvatar MSO. Deleting a file removes the file from myAvatar . Claims in the file will have to be rebilled.
Warning: Deleting a billing file that has been claimed but not created on the server will remove the file and its information.

Select Process.

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