Typically, the system will process 835s and automatically link to the open claims in the system. There may be times when no matches were found. If you are sure the payment is related to claims in the system (i.e., the check details code is in the format of 193 00016471), follow these steps to run the auto-apply process again.

NAVIGATION: RECEIPTS/835 menu > 835 Advanced > 835 Console

  1. Find the 835 payment that did not apply in its entirety or even at all. You can do this by clicking the browse button next to TRANSACTION # field.
  2. On the right side of the console, click the RESET ERRORS icon.
  3. In the CHECK INFORMATION section, change the PROCESS STATUS to "Ready to Process". Make sure the check amount matches the amount in the Payment Application screen. Save your changes and allow time for the process to run.
  4. The Process Status in the Console will change to "Process Completed - Check Errors" if errors remain. If the entire amount applies, you will no longer see the check in the Console or in the payment application grid.
  5. If errors remain, you will have to manually apply the payment.

4/2021

NEED MORE HELP?  Submit a ticket to the Help Desk or call (814) 535-7810 or (800) 889-3388