How To Submit Electronic Billing (Pennsylvania)
- Navigate to the Manage Batches and Submit Billing option in the Select Dropdown in the top-right of SETWorks.
- On the Configuration tab, navigate to the Manage Batches section and click "add new batch".
- Enter the name of the Batch in the Description field and click Insert. We recommend keeping the naming convention consistent as you continue
- Scroll up and set the date range filters and other filters to narrow down the list of Activity Records you would like to submit for billing.
- You can check the box in the header to bill for all the filtered records or you can check the box and select records individually.
- Once ready, make sure the corrected Batch is selected in the Available Batches section and click "add to batch".
- At this point, we recommend running a Billing Report for the Batch to make sure everything looks good. We recommend the Activity Record Billing Report Export Report with Subtotals and Exceptions.
- If there are any issues/errors, correct each error. Then, run the report again to make sure everything is accurate.
- Once ready, navigate back to the Manage Batches and Submit Billing option from the Select Dropdown and go to the Review tab.
- You can drill in to view records you would like to bill for but if you already ran a Billing Report then this isn't necessary.
- Find your Batch in the "Batches for submission" dropdown and then click "submit batch".
- You will receive a few messages letting you know the status of your Batch within a few minutes.
- You should be able to view your submitted claims within PROMISe the next business day.