**On May 13, 2026 the 835/ERA remittance upload process will change. Follow the outlined steps to successfully upload your files and review your remittance details.
A new Remittance Upload & Payer Mapping screen has been introduced, enabling billing and remittance users to upload externally generated remittance files (EDI/TXT), automatically extract payer entries, and map them to existing system payers. This ensures that incoming payer records are correctly linked to the payer master data before being used in downstream remittance processing.
Step 1: File Upload
Upload remittance files in EDI or TXT format via Browse or Drag & Drop.
Support for multiple file uploads in a single session.
On successful upload, the system displays:
File name, file size, upload status, upload timestamp, and number of payers detected.
Replace file option allows clearing the current upload, resetting the mapping state, and uploading a new file.
Step 2: Payer Mapping Table
After file parsing, a mapping table is presented with the following columns:
Payer name in file — as extracted from the uploaded remittance file
Source – file name that was uploaded
Mapped system payer — dropdown to select the corresponding system payer
Mapping status — Mapped / Unmapped
Automatic mapping: If a payer with the same name already exists in the system, the mapping screen is bypassed and the system auto-maps to the existing payer.
Manual mapping: Users can manually select, update, or correct the system payer for any row via the dropdown. The row status updates to Mapped immediately.
Mapping Statistics
Real-time summary statistics are displayed and updated dynamically as mappings change:
Total in file — total payer entries detected
Mapped — count of successfully mapped payers
Unmapped — count of payers still requiring mapping
Search & Filter
Search box — filter displayed rows by payer name from the uploaded file.
Unmapped only toggle — show only rows where no system payer has been selected, making it easy to focus on outstanding work.
Step 3: Save & Complete
Save Mapping — persists all payer mapping configurations, displays success confirmation, and enables the user to proceed to the next remittance action.
Cancel — exits the mapping flow without saving unsaved changes.
A new 835 Files for Remittance Detail screen has been introduced, providing billing and admin users with a centralized view of remittance data received through 835 files. This feature enables teams to identify payments by payer, review invoice/payment status at a detailed level, and export filtered data for reconciliation or audit purposes.
Advanced Filter Panel
Users can now filter remittance data using multiple criteria:
Office — Filter by specific office location
Date Range (Date From / Date To) Narrow results to a specific period
Payer Type — Filter by payer classification
Payer — multi-select to view data across multiple payers simultaneously
Invoice Status — Multi-select for granular invoice-level filtering
View Rejected — Toggle checkbox to include or exclude rejected remittance records
Payer-Grouped Results View
Remittance results are automatically grouped by payer, displaying payer name, payer/provider identifier, agency name, and total payment received per payer group.
Users can expand any payer row to drill into invoice-level details including Client Name, Invoice Number, Invoice Status, Schedule Start/End Date-Time, Date of Remittance, Remittance Number, Total Charges, Charge Amount, and Payment Amount.
Export Capability
A one-click Export function allows users to download the currently displayed filtered remittance data, matching exactly what is shown on screen for full traceability.
Apply & Reset Controls
Apply — Loads remittance data matching the selected filters.
Reset — Restores all filters to defaults and clears displayed results.
