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Link scanned EOBs to payments posted through electronic remittance posting

Peter_Bogaards
Champ in-the-making
Champ in-the-making

Is it possible to scan in paper EOB’s into OnBase, move them to Epic and link them to payments for those EOB’s that are posted using ANSI 835 files created by converting paper EOB’s. Does anyone has experience with this?

1 ACCEPTED ANSWER

Ediz_Tufekciog1
Confirmed Champ
Confirmed Champ

Hello Peter -

 

To match the payments documents that is Invoice or HAR level into existing 835 posted transactions, you need to add the OnBase image mnemonics to the RMO records in EPic. ( RMO- Remittance Options - masterfile) 

 

In Epic Text - Find the RMO records you use for 835 processing, and for each RMO records.

- Set DEfault PB/EB Image Mnemonic to = <your OnBase Mnemonic> - THis is for PB

 

For HB

In Epic Text - Find the RMO records you use for 835 processing, and for each RMO records.

- Set DEfault Hospital Billing  Image Mnemonic to = <your OnBase Mnemoic> 

 

This way any 835 transaction that has posted to EPic will know to get the documents from OnBase. And this will also create a "paper clip"  for each transaction posted like this. 

 

 

To retrieve the document from the paperclip. 

See below.

For 835 retrieval with DOCPOP on Paperclip

 

 

This will pass the Item 590 from your ETR - Transaction record in Epic to your OnBase query ID = 106 

Custom query ID is 106 in my example. KT163 is my HAR number keyword.  Or you can do the same for PB Invoice number.

View answer in original post

7 REPLIES 7

Ediz_Tufekciog1
Confirmed Champ
Confirmed Champ

Hello Peter -

 

To match the payments documents that is Invoice or HAR level into existing 835 posted transactions, you need to add the OnBase image mnemonics to the RMO records in EPic. ( RMO- Remittance Options - masterfile) 

 

In Epic Text - Find the RMO records you use for 835 processing, and for each RMO records.

- Set DEfault PB/EB Image Mnemonic to = <your OnBase Mnemonic> - THis is for PB

 

For HB

In Epic Text - Find the RMO records you use for 835 processing, and for each RMO records.

- Set DEfault Hospital Billing  Image Mnemonic to = <your OnBase Mnemoic> 

 

This way any 835 transaction that has posted to EPic will know to get the documents from OnBase. And this will also create a "paper clip"  for each transaction posted like this. 

 

 

To retrieve the document from the paperclip. 

See below.

For 835 retrieval with DOCPOP on Paperclip

 

 

This will pass the Item 590 from your ETR - Transaction record in Epic to your OnBase query ID = 106 

Custom query ID is 106 in my example. KT163 is my HAR number keyword.  Or you can do the same for PB Invoice number.

 Thanks Ediz, It looks like I can make this work.  If I have any further questions do you mind if I reach out to you?

Ediz_Tufekciog1
Confirmed Champ
Confirmed Champ

I see Dewey mentioned an import. I am sure it can be done. but in the solution I put, there is no import. daily. you update your RMO records once, and that;'s it.

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