Settings

Claims / Settings “Update FTP Settings for this Gateway” Message

If the “Update FTP settings for this gateway” error message appears, it can be due to an outstanding balance:

  1. Log in to Office Ally or Waystar (Zirmed)
  2. Review your account and check for an outstanding balance
  3. Once the outstanding balance is paid, log in to CentralReach
  4. Navigate to the Claims module and select Settings
  5. Click Gateways and select your gateway
  6. Test the connection
    • If it connects, make sure “export,” “drop off,” and “pick up” are all on
    • Click Save

Claims / Settings How to Set Default Claim Settings as an Organization

Only the organization account can set the default claim settings in the “Claims” section of the Permissions module.

To set the default claim settings:

  1. Navigate to the Claims module and select Settings
  2. Click Default Settings to access the setup page
  3. Complete the following 4 fields by entering the name of a specific employee contact. It is advised that each of the fields are set up with the correct employee contact, so that each field provides the correct information and the claim can be sent to the gateway without any issues. Each field relates to certain information that is filled in automatically when the claim is generated and is populated to their designated boxes when the claim is exported to CMS 1500 forms/EDI files:
    • Billing: Box 33 of CMS 1500. This information derives from the selected employees’s Claims Settings area in the contact. Provides the billing provider’s name, address, NPI, EIN, and the phone number
    • Referring: Box 17 of CMS 1500. This information derives from the selected employee’s Claims Settings area in the contact. Provides the referring provider’s name and the NPI number
    • Provider/Supplier: Box 31 of CMS 1500. This information derives from the selected employee’s Claims Settings area in the contact. Provides the name of the physician or supplier and NPI
    • Facility: Box 32 of CMS 1500. This information derives from the selected employee’s Claims Settings area in the contact. Provides the name, address, NPI, and the phone number of the facility/location in which the service was provided