EDI Enrollment Tracking

You're able to track your EDI & ERA submissions within the Billing tab.

• Billing tab
• Insurance
• From the Report Drop Down change "1. Primary Report" to "2. EDI/ERA Enrollment"
  • You will be able to upload your enrollments and update status progression:

EDI Status

Click the " Not Set " under EDI status column

Once inside of the EDI status you're able to insert

• Notes
• Start date
• Submitted date
• EST. Approval date
• Follow up date
• Approved date
• Payer contact first name
• Payer contact last name
• Payer phone number
• Upload a copy of the submitted form

After completing the above fields select apply changes.

ERA Status

Click the " Not Set " under the ERA status column

Once inside of the ERA status you're able to insert

• Notes
• Start date
• Submitted date
• EST. Approval date
• Follow up date
• Approved date
• Payer contact first name
• Payer contact last name
• Payer phone number
• Upload a copy of the submitted form

After completing the above fields select apply changes.

If you have any questions or concerns, please email support at Support@heno.io for further assistance.