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835 Posting with multiple practices

Posted: Thu Dec 07, 2017 4:39 pm
by Rogerw
I have had to Move my medisoft to a new server and the transfer went ok no errors. I can send Out claims in the Revenue manager just fine, But when I download a 835 file I lost what folder I should be downloading these files into. the revenue manager reports window is not showing the files that were downloaded.

Thank you
Roger

Re: 835 Posting with multiple practices

Posted: Fri Dec 08, 2017 9:30 am
by Gavin Walker
Normally you would download these into <server name>\Medidata\RmData\<practice folder name>\Download

Or, you can setup a common download folder in Revenue Management -> Configure -> Preferences -> Revenue Management tab -> Report Settings tab.

Re: 835 Posting with multiple practices

Posted: Tue Dec 19, 2017 11:29 am
by Rogerw
Thank you Gavin it is auto filling the reports screen now, but i have a new issue, i have 2 practices and when i put the files in the download folders it automatically puts the files in both practices. Say if i put a report in download folder A for comapny A, It puts the Same file file in Company A and Company B

Any Ideas?

Re: 835 Posting with multiple practices

Posted: Wed Dec 20, 2017 9:45 am
by Gavin Walker
In the same place where you setup the Common Report Folder, there is a Claim Prefix field. Enter a unique value for each practice. This will be pre-pended to the claim # on all outgoing claims and when the reports for those claims come back, Revenue Management will know which practice the report goes to and send it to the matching practice.

Re: 835 Posting with multiple practices

Posted: Tue Dec 26, 2017 11:22 am
by Rogerw
Thank you Gavin for the response, But I am not sure where you are talking about in the common report folder, I don not show a common report folder.