- Print copy of primary EOB, medical records, etc., that need to be attached.
- Complete an AUC cover sheet > Shared Drive > Kiki Misc > Insurance Forms > AUC Cover Sheet.
- In the Accounting app, click on the Patients tab at the top; search by Account No. (Front Desk app > Patient Management > search by name > Patient Information, top right corner); click Open; on the left side menu click on Claims; on the right side click Add; choose Insurance Policy, if no dates of service appear check Include Non-Waiting Charges; check line items you want to bill; click Next; in the first drop down box choose what type of attachment you are sending (EOB, medical records, etc.); in the second box type in the Attachment Control Number you used on the AUC cover sheet (I usually used the patient’s DOB then DOS, example: 0802198706122024); in the third box choose how you are sending the attachments (most often via fax).
- Very important: click in the white space above the drop down boxes so the attachment information shows. Click Finish.
- At the top, left of the screen, click on EDI Claim Batches. Click on the claim batch toward the middle of the screen (Status = Ready) to highlight it. Click Export; Yes; Ok.
- Log in to Availity. Click on the Claims & Payments tab; under EDI Clearinghouse, click on Send and Receive EDI Files; in the drop down menu select Kyle; click submit; again, in the drop down menu select Kyle; click submit; Send Files. Click Choose Files > Network > CTServer > CTData > EDI > Availity > OUT. Select all files then click Upload File. You each file will say success at the end after it has sent (may need to refresh this screen by clicking on Home then Send Files).
- Send claim attachment via fax, e-mail or mail as noted in the claim. Scan AUC cover sheet into patient’s account (Front Desk > Patient Management > search by last name > Records) so you have a record of sending it.
Updated 7-31-2024