There are two things you have to worry about when you go digital with your claims. The first is EDI Enrollment and the second is getting yourself set up for Electronic Remittance Advice (ERA). This article will cover the details of ERA Enrollments. For details on EDI enrollments, please see EDI Enrollments.
Electronic Remittance Advice (ERA)
An ERA is kind of like an Explanation of Benefits. However, an ERA is delivered electronically to you. You can choose to have those ERAs end up in your Therabill account. However, to enable them to go to your Therabill account, you will need to send some forms to the payer telling them where they should be delivered. The payer will be delivering them to a clearinghouse. The forms that you fill out need to indicate what dropbox (Therabill's dropbox) at the clearinghouse that they are going to be posted to. The ERA must be made available to Therabill's dropbox at the clearinghouse in order for Therabill to retrieve them and post them to your account. If you have your own account at the Office Ally clearinghouse and you have them delivered to your account at the clearinghouse, then Therabill will not be able to retrieve them and post them to your Therabill account. To change that, and have your ERAs directed to Therabill's dropbox, please see the following article: Switching Office Ally Accounts for ERA Delivery.
How do I get set up?
Surprise, surprise. There are going to be forms to fill out and maybe even some follow up with the payer and clearinghouse if things don't go smoothly. Remember, Therabill is just picking them up. The actual transmission and receiving of the ERA is between the payer and the clearinghouse. You will need to gather the forms for each of your payers, fill them in with the appropriate information about yourself and information about the clearinghouse (along with the correct information for having it delivered to Therabill's dropbox). If you get your enrollment instructions from Office Ally, the clearinghouse information will be in either the enrollment instructions, or pre-populated on the enrollment form that will be attached to the instructions.
Tips for finding the forms
Step 1. Use the following link to Office Ally: ERA Enrollment Forms
Step 2. Locate the first letter of the Payer name and click on it. This will expand the list of payers starting with that letter.
Step 3. Locate the payer and click on the link to view the enrollment instructions.
Keep in mind that some payers will be grouped under a different payer's name. United Health Care handles a lot of different payers, and the enrollment form will have a page where you can check the various other payers you want ERAs from.
Note: Pay close attention to the instructions, as some of the enrollments require you to send the enrollment to the payer, and others will want you to send the enrollment to Office Ally.