EDI Implementation Checklist – Lytec

	Action	Resources
Step1: Sign Contract
	Call your Value Added Reseller or call us direct at (1-800-333-4747) to obtain a Processing Services Agreement (aka user contract) and Client Registration Form (CRF).	Direct Sales Team Territories Value Added Resellers
	Fill out and sign the Processing Services Agreement (aka end user contract).	Direct Sales Team Territories Value Added Resellers
	Fill out and sign the Client Registration Form.	Direct Sales Team Territories Value Added Resellers
	Fax the Processing Services Agreement and Client Registration Form to (678) 302-4366.	Direct Sales Team Territories Value Added Resellers
Step 2: Set Up Collaboration Compass
	Receive email from the RelayHealth Enrollment Team (enrollrelay@mckesson.com); e-mail will contain your RelayHealth EDI Welcome Packet and the Submitter ID that you will use with Collaboration Compass and to submit claims.	enrollrelay@mckesson.com
	Set up log-in and password for anyone the office who will be using Collaboration Compass.	Collaboration Compass User Guide; Collaboration Compass User Name and Password Instructions; Collaboration Compass Documentation
	To set up Collaboration Compass log-in and password, go to the site at http://www.collaborationcompass.com, click "register" and use the Submitter ID assigned to you by enrollment.	Collaboration Compass User Guide; Collaboration Compass User Name and Password Instructions; Collaboration Compass Documentation
	Receive confirmation e-mail within 24 hours from RelayHealth indicating that your user account has been activated. If you do not receive this e-mail, first check your junk mail folder. If still don’t have the confirmation e-mail, contact enrollrelay@mckesson.com.	enrollrelay@mckesson.com
Step 3: Enroll Payors
	Once your account is activated, log into Collaboration Compass at http://www.collaborationcompass.com/	enrollrelay@mckesson.com
	Assess which payors you plan to bill electronically.
	Access the Payor Agreement Library through the Payor Connections link on Collaboration Compass to find out which payors require an agreement to submit electronic claims	RelayHealth Payor Agreements; Using the Payor Agreements Library Documentation
	If none of your payors require agreements, skip to Step 4 (Set Up Software). If one or more payors require agreement, go to the Payor Agreement Library.	RelayHealth Payor Agreements; Using the Payor Agreements Library Documentation
	Complete the necessary payor paperwork. Complete Claims agreements first. Remittance and Eligibility agreements should be completed after the Claims agreement has been submitted and approved.	RelayHealth Payor Agreements; Using the Payor Agreements Library Documentation
	Submit payor paperwork as instructed in Payor Agreement Library.	RelayHealth Payor Agreements; Using the Payor Agreements Library Documentation
	Follow up on agreement status by clicking on "Search Agreements" in the Payor Agreement Library.	RelayHealth Payor Agreements; Using the Payor Agreements Library Documentation
	Receive approval to submit claims electronically.	RelayHealth Payor Agreements; Using the Payor Agreements Library Documentation
Step 4: Set Up Software
	Register Revenue Management using your Serial Number. This is required to transmit claims.	Via email from Direct Sales or your Value Added Reseller
	Setup Revenue Management.	Lytec 2010 Revenue Management Setup
	Set up Lytec Insurance Carriers/Companies with CPIDs from Collaboration Compass payor lists or payor search.	Lytec 2010 Revenue Management Setup
	Repeat insurance carrier setup for each insurance carrier that you intend to send electronic claims.	Lytec 2010 Revenue Management Setup
Step 5: Transmit Claims/Receive Reports
	Transmit your claims from Claims Management.	Lytec 2010 Electronic Claims Transmission
	Receive reports from RelayHealth.	Lytec 2010 Electronic Claims Transmission
	Review 997 Report to determine if file was accepted at RelayHealth. If the file was not accepted, you will need to retransmit your claims. Report normally received same day.	Lytec 2010 Electronic Claims Transmission
	Review RelayHealth Level 2 rejection report. If claims were rejected, correct rejections and retransmit claims. Report normally received same day.	Lytec 2010 Electronic Claims Transmission
	Review CA Report to determine if all claims passed all edits at RelayHealth and were sent to payor. Report normally received same day.	Lytec 2010 Electronic Claims Transmission
	Review your payor reports. Payor reports typically received 3-7 business days after your transmission.	Lytec 2010 Electronic Claims Transmission
Step 6: Post ERA Files
	ERA files will automatically be downloaded during claims transmission.	Electronic Remittance with Lytec 2010
	Access the ERA in Revenue Managment	Electronic Remittance with Lytec 2010
	Post ERA file.	Electronic Remittance with Lytec 2010
	View the ERA remittance post report to verify that payments posted correctly.	Electronic Remittance with Lytec 2010