The system has a self-serve admin panel where users can enable/disable the module itself, as well as to set up integrations with 3rd-party billing and data collection apps!
NOTE: If you are setting up an integration with a clearinghouse (Office Ally or Apex) you must complete your enrollments through them - please contact codemetro.support@ensorahealth.com if you need to enroll your payers with Apex.
To access this panel, click on the Settings tab and select Billing Module.
Inside the new window that launches, you will be introduced to the Wizard, click Next to proceed.
The first option toggles turning on/off all of the Billing Module (Claims Ledger, Payment Ledger, Claim Send functions, etc.) Click Next to proceed.
Clearinghouse Settings
The next two windows display toggles and settings for our current partnered clearinghouses - Apex and Office Ally.
For Apex - there is only an On/Off toggle as all Apex users are managed under a group account. Currently, Apex ERA enrollments must be finalized through Support.
For Office Ally - each customer must create an account and request SFTP credentials from Office Ally.
Related: Integrate with Office Ally
The SFTP credentials entered here are used to transmit claims to the correct account in Office Ally.
There is also a Test Credentials button, which will allow you to verify the data is being sent to the correct account in OA, before you start submitting claims.
Data Collection
This panel toggles the function to transmit EVV data to the Tellus data aggregator, in compliance with federal and state requirements.
Summary
The final panel will show a review of the setting changes made for each prior view and will then ask you to Save or Cancel your changes.
NOTE: Closing this window without saving will result in the changes not being applied.