Practice Insight LLC
Lockbox Service
Presented By: Practice Insight
AGENDA
Overview of process flow
• Timeline for Implementation
• Implementation Process
• Questions
•
Welcome to Lockbox Services!
ROLES AND RESPONSIBLITIES
BancTec is our lockbox partner. They
contract directly with the provider’s bank
and in turn receive the mail coming in
from the provider.
• They will then scan that information into
an electronic format, and send to Practice
Insight. Also, they will deposit funds in to
the provider’s account.
•
Overview of Process Flow
ROLES AND RESPONSIBLITIES
Practice Insight then will deliver the 835
as you would normally get them, and
mark the claims in EDI.
• We will also have the ability for you to
create a task to see all original scanned
EOB images, and any other non-check
data sent to us.
•
Overview of Process Flow
EOB
Image
ANSI
835
Non-edi
Image
1.
BancTec needs to establish an ICL with the
Provider’s Bank. This requires 2 forms to be
filled out by the provider:
1.
2.
ICL Setup Bank Request
WholeSale Setup Form
Implementation Timeline
2. The Provider will need to change mailing
address with the available payers to mail
payment information to BancTec.
This step will vary in time/requirements from
payer to payer.
While the payer information is being setup, the
provider will want to manually mail samples of
paper mail received daily, to BancTec in order
to test.
Implementation Timeline
3. From completion of setup, BancTec
requires a week long lead time. After that,
we can begin going through the normal
process flow. The largest delay will likely be
seen in how long it takes the payers to
process the bank/address requests.
Implementation Timeline
4. During the payer setup time, Practice
Insight will complete the setup for the
scanned images tasks, and non check data
images.
5. The go-live date from the time of
registration, through testing and
implementation is 3 weeks from the receipt
of registration paperwork.
Implementation Timeline
While the registration is processing, the
provider will send a test package of mail to
the lockbox PO BOX.
During that time, Practice Insight will set
up 7 RESPONSE tasks to help identify the
type of files sent back.
Implementation
Task 1: EOB Image
This task is designed to pull all of the original EOB images sent to Practice Insight from
the imaging company. In order to set this task up, the selection for the task must be
set as follows:
Implementation
Task 1: EOB Image Sample
Implementation
Task 2: Exception Reports- No 835 Created
This task is designed to pull all of the reports that list checks that could not be
processed due to an exception of missing information. In order to set this task up, the
selection for the task must be set as follows:
Implementation
Task 2: Exception Reports- Sample
Implementation
Task 3: Exception Images- No 835 Created
Exception Image tasks are designed to pull all of the original images that were listed as
exceptions, meaning that an 835 could not be generated based on the information
found in the image. In order to set this task up, the selection for the task must be set
as follows:
Implementation
Task 3: Exception Images- Sample
Implementation
Task 4: Non-Financial Images-Correspondence
This task is designed to pull all of the original images that have been categorized as
“non-financial” images by the lockbox vendor. In order to set this task up, the selection
for the task must be set as follows:
Implementation
Task 4: Non-Financial Images- Sample
Implementation
Task 5: Incomplete lockbox Reports- 835 Created
This task is designed to pull in all of the reports that list the 835s that were generated
from the imaging company that may contain incomplete information. In order to set
this task up, the selection for the task must be set as follows:
Implementation
Task 5: Incomplete lockbox Reports- Sample
Implementation
Task 6: Deposit Reports
This task is designed to pull all of the deposit reports that have been processed from
the lockbox vendor. In order to set this task up, the selection for the task must be set
as follows:
Implementation
Task 6: Deposit Reports- Sample
Implementation
Task 7: LockBox ERAs
This task is designed to pull in all of the 835s generated by the imaging vendor. In
order to set this task up, the selection for the task must be set as follows:
Implementation
Task 7: LockBox ERAs- Sample
Implementation
QUESTIONS?
Questions?