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Streamlining Your Payment Workflow via Electronic Fund Transfer (EFT) Cesar Morales, Director, Applications Development
Streamlining Your Payment Workflow via Electronic Fund Transfer (EFT)
Cesar Morales, Director, Applications Development
Session Outline
EFT Definition and Benefits
The Basics
EFT Enrollment – A 4-Step Process
Simplifying the Reconciliation Process – EFT and ERA
Payment Manager
FAQs
Q&A
Attachments
Quick Guide to EFT
Our Payer List
ePayment Enrollment Authorization Form
Sample email notifications
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EFT Definition and Benefits
Definition of electronic fund transfer:
Any transfer of funds initiated through
a terminal, telephone, computer, or
magnetic tape for the purpose of
instructing or authorizing a financial
institution to debit or credit an
account.
Benefits:
Providing fast, easy, and secure
payments.
Reducing paper and eliminating
checks being delayed.
Simplifying your bank connectivity
when multiple banks are required.
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The Basics
• Change Healthcare manages EFT enrollment on our behalf. You must enroll
with Change Healthcare to receive EFT from us.
• All enrollment forms are available online (see below). Forms are editable.
• An authorized user must sign and either fax or email the form.
• There is no fee from Change Healthcare or our plans to enroll in EFT. Please
check with your bank to see if they impose any fees.
• You must enroll for each payer.
• Change Healthcare is available to assist with questions.
o Access the Change Healthcare EFT Enrollment Landing Page and click on
EFT Enrollment Forms.
o For Change Healthcare assistance, call 1-866-506-2830.
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EFT Enrollment – A 4-Step Process
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Step 1: Access the ePayment Enrollment Authorization Form.
Step 2: Complete the ePayment Enrollment Authorization Form.
Step 3: Print, sign and send form via fax or email.
Step 4: Confirm test deposit to verify account.
Step 1: Access Change Healthcare EFT Enrollment Landing Page
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Initial EFT Enrollment:Use this form.
Existing Enrollment: Use these forms
General information: FAQ, payer list, etc.
Landing Page: EFT Enrollment Forms
Step 1: General Information
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EFT Frequently Asked Questions.
List of Payers accepting EFT. All of our plans participate in EFT.
Description of EFT Enrollment Data Elements.
Not Applicable to Select Health.
A
B
C
D
D
A
B
C
D
For New and Existing Providers Signing up for EFT
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For new providers
For existing providers already signed up for EFT
Step 2: Complete ePayment Enrollment Authorization Form
Please fill out the following pages: ePayment Enrollment Authorization Form.
Key Points of Interest
• Provide contact information (name /phone number) in case Change Healthcare needs to contact you.
• The form must include original signature along with supporting documentation.
• Include bank authorization letter or voided check.
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Page 1: Form Instructions.
Page 2: Provider Identifier.
Page 3: Financial Institution Information (information about your bank).
Page 4: Only if you need to update your bank information if already enrolled.
Pages 5 ‒ 7:Select payers to enroll Select payers to enroll (information about payers you wish to receive
EFT from).
Page 8: Not applicable as we do not send payments directly to providers.
Page 9: Your authorized signature.
Step 3: Print, sign and send form via fax or email
Sign the completed form and either email it as a PDF attachment to
[email protected], or fax it to 1-615-238-9615.
Key Points of Interest
• Allow 15 business days for processing.
• Send form as a PDF format. Email is the preferred option to expedite processing.
• Call 1-866-506-2830 if you have any questions.
• You will receive an email indicating acceptance or rejection (see Attachment
section for sample email sent).
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Step 4: Confirm test deposit to verify account
• Change Healthcare will make a test deposit between $.01 and $.99 with a
reference note of “EFT Enroll”.
• Once deposit is made, you must contact Change Healthcare to verify deposit:
• Call 1-866-506-2830 OR
• Send confirmation to [email protected]
Key Points of Interest
• It is imperative that you contact Change Healthcare to confirm receipt of test
deposit.
• EFT will not begin until you have confirmed receipt of test transaction. If you do
not confirm deposit within 60 days, you will need to fill out a new form. Change
Healthcare will make at least 4 attempts to reach out to you.
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Summary – A 4-Step Process
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Step 1: Access the ePayment Enrollment Authorization Form.
Step 2: Complete the ePayment Enrollment Authorization Form.
Step 3: Print, sign and send form via fax or email.
Step 4: Confirm test deposit to verify account.
Reconciliation Process Using Re-association Trace Number
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EFTPayments Payer Remits
Three easy stepsStep 1: Contact your bank. Ask your bank to include the re-association trace number in the Corporate credit or debit entry (CCD) transaction. The CCD is a transaction received with your EFT payment. The re-association trace number will be displayed in field 3 of the Addenda Record of a CCD transaction.
Step 2: Find the re-association trace number.You should talk to your bank about how you wish to receive addenda record information containing the re-association trace number. Your billing system may receive a CCD transaction, or you can request a downloadable report from the bank that provides the re-association trace number.
Re-association number
Reconciliation Process Using Re-association Trace Number (cont.)
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Step 3: Match the EFT and ERA.This Re-association Trace Number can also be found within the corresponding ERA file to match the EFT and the ERA together.
• If you auto-post your payment into your billing system, contact your vendor and ask where the Re-association Trace Number is populated and how the ERA and payment are married.
• If you receive a report, you can match the Re-association Trace Number found on your reports against the electronic remit available in Payment Manager. The Re-association Trace Number is the Check No.
Payee ID: 12345Tax ID: 111111111NPI #: 1555555555Check No.: 0529999Check Ref. ID: 1234567890123Payment Amount: 500.00Date: 6/1/2017
Payment Manager (aka Claims Denials Advisor)
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• Access to view and print payment and remit images.
• Free to use if enrolled in EFT. Registration required.
• If you are already signed up for EFT but never signed up for Payment Manager, please contact 1-866-506-2830 for assistance.
Frequently Asked Questions (FAQ)
Where are the online EFT enrollment forms located?
All forms are available at EFT Enrollment Forms.
Who do I contact if I need assistance?
Please contact Change Healthcare at 1-866 506-2830. Hours of operation are from
8:00 AM- 4:30 PM (CST).
How long does it take Change Healthcare to complete my enrollment in EFT?
Approximately 15 business days.
How do I verify if my enrollment application was accepted or rejected?
You can call 1-866 506-2830 to obtain status. A confirmation email will also be sent when
your application has been processed or rejected. See attached sample emails (Attachments
section).
I am already EFT enrolled with another payer. Do I need to re-register if I am adding a new
payer?
Yes. If adding additional payers, fill out the EFT Payer Add/Change/Delete Authorization Form
available on the above web page (see first question above).
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Frequently Asked Questions (FAQ)
What key provider identifiers are required to enroll?
You must include your TAX ID, NPI and the Provider ID assigned to you by our plan. If you
do not have your Plan’s Provider ID, please contact your Account Executive or call our
Provider Services Department at 1-800-741-6605.
Are there any plans to modify the EFT enrollment process to require only TAX and NPI?
We are actively assessing the need to relax the requirement to include our Plan’s Provider ID.
Currently, it is still required when filling out the form. Your Plan’s Provider ID can be found on
your remit. Please contact your Account Executive if you need assistance.
If I sign up for EFT, will I stop receiving paper remits automatically?
Yes. Once you sign up for EFT, your paper remittance advice will stop within 31-45 days from
verification of EFT enrollment. However, an image of your remit is available via Payment
Manager for viewing and printing. This is a free tool for those who sign up for EFT. If you have
not registered, contact 1-866 506-2830 for assistance.
What is a “Trading Partner ID” and where do I obtain it?
This is the internal number we assign to you also called a Provider ID, Legacy ID, PIN ID or
Payee ID. It is located on your recent remittance. If you are unsure, please contact your
Account Executive or call our Provider Services Department at 1-800-741-6605.
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More Questions?
Visit the Select Health website
EFT Frequently Asked Questions
or call
Change Health care 1-866-506-2830
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ATTACHMENTS
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Quick Guide to EFT Forms/Materials
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To enroll in EFT for the first time: Payment Enrollment Authorization Form (all pages).
To add a new provider to an existing enrollment: EFT Payer Add/Change/Delete Authorization Form.
To update bank information: ePayment Enrollment Authorization Form (pages 3 and 4).
To terminate EFT enrollment: EFT Payer Add/Change/Delete Authorization Form.
To update provider information: ePayment Enrollment Authorization Form (page 2).
To add, change, or delete payers: EFT Payer Add/Change/Delete Authorization Form.
To resubmit an EFT test transaction: EFT Test Transaction Resubmission Form (all pages).
For questions: EFT Frequently Asked Questions
Training: Streamlining Your Payment Workflow EFT presentation
Our Plan Payer IDs
Payer ID Plan Name Payer ID Plan Name
77799 AmeriHealth Caritas Delaware 65391 PerformCare
77002 AmeriHealth Caritas District of Columbia 77062 AmeriHealth Caritas VIP Care
77075 AmeriHealth Caritas Iowa 77741 Keystone First VIP Choice
27357 AmeriHealth Caritas Louisiana 77013 AmeriHealth Caritas VIP Care Plus
77001 AmeriHealth Caritas Northeast 77009 First Choice VIP Care Plus
22248 AmeriHealth Caritas Pennsylvania
32002 Blue Cross Complete of Michigan
23284 Keystone First
77003 Prestige Health Choice
23285 Select Health of South Carolina
61129 Passport Health Plan
77062 AmeriHealth Caritas Pennsylvania Community HealthChoices
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Sample Email – EFT Enrollment Status / Test Deposit
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• Current Status
• Request to confirm deposit
• Accessing Payment Manager
• Quick tour of Payment Manager
• EFT payer list
• Number to call for assistance
Sample Email – Rejection Status
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Sample Email – Rejection Status
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Sample Email – EFT Payment Manager
Document ID:
Tax I.D.: XXXXX
Facility Name:
Thank you for enrolling in Change Healthcare to switch from paper to electronic claims payments!
Search, View, Download and Print ERAs
Your enrollment with Change Healthcare ePayment automatically gives you FREE access to Change Healthcare Payment Manager, an online solution that equips providers with a set of self-service tools to easily search, view, print and download electronic remittance advice (ERA) from payers across the country in a human-readable format.
Emdeon Payment Manager Login Instructions
Visit https://cda.changehealthcare.com/Portal/AccountLoginNew.faces
Your Username is XXXXX
Please call 866-506-2830 option 2 to receive your password
Questions? Concerns? Call 866-506-2830 and choose option 3.
Thank you,
EFT Enrollment
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