Set Up ERA File Location

Before you can process ERA files in Insight Billing, enrollments for ERA must be completed with your payers. If you use a trading partner, you may need to go through the trading partner enrollment process. If you send claims direct to payers, you will need to enroll directly with payers.

To process ERA files, you must set up locations for storing the ERA files you download from trading partners and for the archive files that Insight creates from the ERA files (called the archive folder). A trading partner is an intermediary who processes claims for a number of payers or an institutional payer who directly bills electronically. Clinicient Billing Services uses Waystar (formerly Zirmed) as a trading partner. Setting up both of these locations is described in this section. In most cases, these locations are already set up. If so, you can skip this section.

Setting Up the Location for ERA Files

You can specify where ERA files are located. Once you set up this location, you can place ERA files you download into this folder. When you begin processing ERA files, Insight initially looks in this location for ERA files to process.

  1. Select Company & Clinic Info from the Settings menu. The Company Info and Clinic Management dialog box displays.
  2. In the ERA File Location drop-down list, select the folder where ERA files are located.
  3. Click the Close button to save your changes and close the Company Info and Clinic Management dialog box.

Setting Up the Location for the Archive Folder

You must specify where Insight places the archive files it creates from the ERA files you download from trading partners (Clinicient Billing Services uses Waystar as a trading partner).

  1. From the Settings menu, select Payers and then Trading Partners.
  2. Select a trading partner from the drop-down list at the top of the dialog box (Clinicient Billing Services should select ZirMed), or click the Add button to begin adding a new trading partner. Need to add specifics to guide through setting up a new trading partner here.
  3. In the File Information area in the lower-left of the dialog box, locate the Archive Path Name field. Click the button with three dots to browse to the folder that you want to contain the archive files. Click the Close button to close the Trading Partners dialog box.

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