How To Submit Electronic Billing (Pennsylvania)

How To Submit Electronic Billing (Pennsylvania)


  1. Navigate to the Manage Batches and Submit Billing option in the Select Dropdown in the top-right of SETWorks.
  2. On the Configuration tab, navigate to the Manage Batches section and click "add new batch".
  3. Enter the name of the Batch in the Description field and click Insert. We recommend keeping the naming convention consistent as you continue
  4. 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.
  5. 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.
  6. Once ready, make sure the corrected Batch is selected in the Available Batches section and click "add to batch".
  7. 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. 
  8. If there are any issues/errors, correct each error. Then, run the report again to make sure everything is accurate. 
  9. Once ready, navigate back to the Manage Batches and Submit Billing option from the Select Dropdown and go to the Review tab.
  10. 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.
  11. Find your Batch in the "Batches for submission" dropdown and then click "submit batch".
  12. You will receive a few messages letting you know the status of your Batch within a few minutes.
  13. You should be able to view your submitted claims within PROMISe the next business day.

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