Complete this task to create start and stop files for automatic transmission to a pre-collections service, for example, TSI.
Your practice must be enrolled with a pre-collection service and your Connect platform must be configured by Cognizant to use this functionality. If both of these conditions are not met, the Pre-Collections option is not available from the Manage menu. |
Step | Instructions | Additional Information | ||
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1 | From the Start Files tab, click Create. The Create Start File window opens. |
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2 | Open the Practice drop down list and select one or multiple practices to create start files. |
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3 | (Optional) Select the Date of Service to include in the start file. | |||
4 | Open the Number of Returned Results drop down list and select a value. |
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5 | Click OK. The Add Service Fees window opens with a list of all service fee lines that are eligible for transmittal to the pre-collections service. | |||
6 | Click the service fee lines to include in the start file. |
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7 | After you are finished making your selections, click OK. |
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8 | Export the file to your hard drive for viewing purposes only. |
Step | Instructions | Additional Information | |||
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1 | From the Stop Files tab, click Create. The Create Stop File window opens.
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2 | Select one or multiple practices to create stop files. |
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3 | After you are finished making your selections, click OK. |
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4 | Export the file to your hard drive for viewing purposes only. |
Not applicable for this topic |