CollaborateMD Rejection: "Please ensure that the payer's server processing mode is set to Send Claims to the Clearinghouse"

Issue

A rejection appeared for "Please ensure that the payer's server processing mode is set to Send Claims to the Clearinghouse." 

Environment

CollaborateMD

Resolution

This typically occurs when the clearinghouse connection has not been selected, meaning there is no payer ID entered for the clearinghouse to make a connection for electronic claim submission or the Clearinghouse Processing Mode is missing/invalid.

Managing Clearinghouse Connection

Let's review how to add the correct Payer to the patient's claim.

1. From CollaborateMD, open the Claim tab.
2. Search to locate and open the claim in question.
3. Scroll to the Primary Insurance and click the symbol on the far right.
4. This will bring you to the payer record. Click on the magnifying glass next to Clearinghouse Connection.
5. Enter the Payer ID for this payer.
   1. Note: You must find the payer ID for the specified payer to enter this information. Please ensure you have the correct payer ID for this member's plan.
6. Search for the correct payer.
7. Save. 

Updating the Clearinghouse Processing Mode

To update the Clearinghouse Processing Mode, go to Customer Setup and then open the Payers tab: 

1. Select the payer in question.
2. Ensure the Clearinghouse Processing Mode drop-down is set to "The clearinghouse will send the claims electronically." 
3. Click Save.