What a remittance file is

When an insurance company processes your claims, they send back a remittance file that tells you what they paid, what they adjusted, and why. Uploading this file on the Remittance Imports page auto-posts the payments and adjustments to the matching claims, so you do not have to enter them by hand.

How to import

  1. Go to Imports/Exports in the menu, then click Remits.
  2. Click the file picker and choose one or more files. Accepted types: .pdf, .txt, .edi, .835, and .5010.
  3. Click Upload & Post.
  4. The page reloads with a success banner showing how many files were imported.

What each imported file tracks

The Imported Files table shows, for every file you have uploaded:

  • File / Type / Status — the file name, detected type (for example 835 or PDF), and processing status.
  • Claims and Matched — how many claims the file contained and how many matched a claim in Billing. Anything not matched appears as a red "unmatched" count under the file name.
  • Entries, Payments, Adjustments — how many ledger entries were posted and the dollar totals.
  • Processed — the date and time the file finished posting.

Click Details on any row to drill into that file and see every line, including the unmatched ones.

Example

You download this week's 835 from your clearinghouse portal. It contains payments for 42 claims totaling $38,500. You upload it, and 40 claims match automatically. Two are unmatched — one because the control number had a typo and one because the claim had not been created yet in Billing. You open Details, fix the typo on the right claim, add the missing claim, and repost.

Tips

  • Import remittance files as soon as you receive them. This keeps your AR balances current.
  • Always open the Details view for any file with unmatched claims. Unresolved items mean payments sitting in limbo.
  • If you consistently have unmatched claims, check that the claim numbers going out on your 837 match the numbers coming back on the 835.