- Log in to Instamed
- Go to Healthcare>Remittance
- Go to History (last 3 months)
- Work on the blue ones only. Those on orange color that says “needs review”. Those files were kept for future reference.
- Click the small box near the “Summary”
- Go to EDI>Download>Open the file> (Control F, PR) and look for the payer Save in “LOOK AT THIS FILE” in the VPN
- Rename the file “835_insplanID for the payer_IM_File_ID”
- Saved the renamed file in the 835 spreadsheet.
- Once done, go back to Instamed then go to workflow status click “needs review” then update.