Trusted Providers - Bulk Import / Mailbox Ingestion

Invoices from Trusted Providers will automatically process from the Bulk Import dashboard to Claims for Review.

Auto process invoices to Claims for Review

A selection is available on Provider profiles that enables claims to automatically process from the Bulk Import dashboard from either Bulk Imported claims or Mailbox Ingested claims.

This eliminates the need to manually select claims for processing, as they will seamlessly move to the Claims for review section.

Note: They do not process to be claimed, they need to be reviewed prior to submitting, so are saved to Claims > Claims for Review - Bulk Import tab. 

This Provider profile option reduces processing time for agencies using both bulk import and mailbox ingestion methods.

To identify a Provider as a Trusted Provider you will need to edit their Provider Profile

Select the 'Auto Process Invoices' checkbox and Save.

 

Related Article: Create Claims by Bulk Import