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