Getting Started with Configuring the Posting Worklist
Staying on top of remits is essential but tracking them across different systems can be tricky. That’s where the Posting Worklist in OneSpot makes things easier.
The Posting Worklist is your team’s centralized to-do list for checking remits across your PM software, clearinghouse, payer websites, and other external systems. It tells you when to log in, where to go, and what to do—down to the login credentials and special instructions.
To get the most value from this tool, you’ll need to configure a few key areas in the Admin module. It only takes a few minutes, and once it's set up, your Posting Worklist will be automatically populated based on your preferred check-in schedule.
What to Configure
To get started with your Posting Worklist, you’ll need to configure the Remit Source and Check for Remits settings within your Payers and External Systems in OneSpot. The articles below walk you through exactly what to set up, so your systems and payers appear in the worklist as expected.
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Externals (PM Software Specific):
- Compulink - Configure and Manage PM Software
- Crystal PM - Configure and Manage PM Software
- Eye Cloud Pro - Configure and Manage PM Software
- Eyefinity Encompass - Configure and Manage PM Software
- MaximEyes - Configure and Manage PM Software
- OfficeMate - Configure and Manage PM Software
- RevolutionEHR - Configure and Manage PM Software
- Externals:
- Payers:
Taking a few minutes now to set up your Posting Worklist can save your team time, reduce missed remits, and improve collaboration across your organization.
Step-by-Step Video Guide
Ready to start using the Posting Worklist? This step-by-step video will show you how to configure everything in the Admin module to ensure your Posting Worklist is populated and ready to use once the feature goes live. It’s a fast and easy way to prepare!