Overview
Other External Systems include systems outside the PM Software and Clearinghouse used to manage aged claims. This can include portals used to locate insurance remittances or even a secondary clearinghouse.
Add Other External System Details
1. Select Admin > Externals.
2. Select Add External System.
3. Select an External System from the drop-down menu.
4. Input information in the following fields:
- External System: Choose an external system from the drop-down menu.
- External System Website/Login URL: Enter the login URL for the selected system.
- Phone: Enter the primary support phone number for the system.
- Alternate Phone: Enter an additional phone number for the system, if available.
- Fax: Enter the systems fax number.
- Special Instructions: Add any helpful notes or tips for using the external system—like login steps, key features, or anything your team should know to get started easily.
- Remit Information: If your external system receives remits and you’d like a reminder to check for them, select a frequency from the Check for Remits dropdown. This setting determines how often the system will appear in the Posting Worklist, helping ensure remits are reviewed consistently and not missed during your posting workflow.
5. When finished, select Save.
Credentials, Documents, Notes, & History Tabs
Refer to the Credentials Tab, Documents Tab, Notes Tab, and History Tab documentation for instructions on configuring the data within those tabs.