Waiting on Practice Panel

Waiting on Practice Panel


Enrollments: Waiting on Practice Panel

The Enrollment Waiting on Practice Panel shows the Enrollments that are waiting on Action from the Practice.

  • Ticket Number: Each Enrollment is assigned a Ticket Number.
  • Ticket Title: Payer, Tax ID and Payer ID.
  • Payer Name
  • In Library: Shows if the Payer is in the Insurance Library.
  • A Green check mark designates that the Payer is in the Insurance Library.
  • Select the Pop-up icon to open the Insurance Library in new tab where the Payer can be modified if necessary.
  • Select the Add link to add the Payer to the Insurance Library.
  • LOB: Line of Business
  • ERA
  • Professional
  • Eligibility
  • Status: All entries in this Panel will be in the Status of Waiting on Customer.
  • Days: The amount of time that the Enrollment has been in the Waiting on Practice status.
  • Downloaded: Date and Time the Enrollment was downloaded with User ID.
  • Upload: Select the Action in the last column.
  • Practice: Practice Name
  • Tax ID: Practice/Provider Tax ID
  • NPI: Practice NPI
  • The Practice, Tax ID, and NPI display the ones used on the Template.
  • Messages: Select the Plus icon to add a message. Once a message has been added, a View link is displayed for viewing it.
  • If a User Views the message, it is marked as Read for all users by default.
  • To remain in the status of unread, remove the check mark with blue background on the Add Message screen.
  • When EDI responds to your message, the cell will be highlighted in blue.
  • Viewing the message will flag the message as read, and the blue highlight will be removed.

  • Action: There are 3 Actions the Practice can take.
  • Upload/Download Enrollment Documents
  • Mark as Mailed
  • Cancel Enrollment

Download Enrollments

Enrollments can be downloaded for you to complete, and can be re-uploaded to EDI. Some Enrollments need an original signature and must be mailed to EDI. 

  • Download all Packets: Select this link if you want to download ALL packets in one step.
  • You must select at least one filter to download. In the screenshot, the Practice Name was used.
  • Download individual Packets
  • In the Action column, select Upload/Download from the dropdown.

  • In the pop-up, select the Download Packet button.

  • Select where you want it downloaded and Save.
  • Go to the file where you downloaded it and open it.
  • Follow the directions in the Enrollment document.
  • The document can be printed for mailing if an original signature is needed.
  • The document can be emailed or uploaded to EDI.

Upload Enrollments

  • In the Action column, select Upload/Download from the dropdown.

  • Packet - Choose File: Select the File.
  • Select the Upload [F2] button.





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