NEA FastAttach Software Integration Module > Setting Up the NEA FastAttach Software Integration

Setting Up Insurance Companies for NEA

Insurance companies that accept electronic attachments through NEA must be set up in the WinOMS software to send electronic claims with the applicable NEA information.

To set up an insurance company to use the NEA FastAttach service:

1. Select Tables > Insurance > Plans. The Insurance Plan Search window is displayed.

2. Select a plan and click Edit. The Plan Data Entry window is displayed.

3. Click the Forms/IDs/Note tab.

4. Under Insurance Forms Options, in the Primary Ins Proc Meth field, select Electronic.

5. Click the General tab.

6. Under Claim Center Information, select a claim center from the list and click Edit. The Insurance Claim Center Data Entry window is displayed.

7. Click the NEA Payer tab.

8. In the NEA Payer field, select the payer for this claim center. The codes requiring attachments and documentation for the selected payer are displayed in the window.

9. To print this information, click Print.

10. Click Ok. The Plan Data Entry window is displayed.

11. Click Ok. The Insurance Plan Update Options window is displayed.

The bottom portion of the window displays the NEIC and NEA update status. When the options are enabled, you can select whether to update the status of unprinted claims or the NEA Payer for claim centers.

12. Click Process. The NEA Payer ID Configuration window is displayed for this plan.

13. Click OK. Verify the numbers, or change them according to the procedures in Updating NEA FastAttach Software Payer ID Numbers.

14. Click Process. The software updates the NEA payer numbers, and the Insurance Plan Update Options window is displayed.

15. Click Continue.

16. The top portion of the Insurance Plan Update Options window pertains to plans using paper claims.