Accounts
Remittances 2.0
Remittances 2.0, an updated version of electronic remittances, makes it simple to track and manage payments from insurers/payors and stay on top of your finances. You can view your remittances for free with our standard option, or upgrade to Pro for advanced tools that make managing your payments.
Click the Billing tab, Insurer Feedback and then Remittances 2.0. This opens Remittances in a new tab which you can leave open in the background. The first screen you’ll see is a splash screen highlights the key benefits of Remittances. If you don’t want to see this again, select Don’t show me this again, otherwise click Continue.
There are three sections:
- The left column holds the main menu
- Remittances
- File Download – only visible if you have Pro
- Settings
Standard menu
Pro menu
- The right column holds the insurers/payors that currently send electronic remittances
- The middle column has two options:
- Search by Insurer/Payor – standard option
- Advanced Search – Pro only
Standard
Pro
Remittances
This is the section that opens first by default. Everyone has access to Search by Insurer/Payor, with the Advanced Search only being accessed by those on Pro. More info about what can be done is found here.
File Download
A Pro-only feature where your remittance files are held ready for you to download. Read more about how this works here.
Settings
Click on Settings at the bottom of the left-hand section. This opens the Nominate Remit Site where you’ll be able to choose where provider remittances should be visible.
Select an insurer from the menu. If you’re not currently set up to receive remittances from the insurer you’ll be asked to add providers, by either clicking CLICK HERE or the + Add Providers button.
Your name will appear with the provider number the insurer has assigned to you in brackets. Click + ADD. You won’t need to do this step if you’re already set up.
Click on your provider name and the sites you’re linked to for invoicing are shown on the right-hand side of the screen. Again, you can click CLICK HERE or the + Add Providers button to find the sites if none are showing or if you know you’re linked to more sites. You can make your selection, choosing to send your remittances to a single site or multiple.
Click Back to Main Menu to get back to the main page.
