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
- d ^KP> 4. Service Area Profile> 10. Scanned Image Mnemonic (SA)- Service area = <your facility service area>
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.
