Schedule the 835 Auto Posting Task

The 835 Auto Posting task in the Task Scheduler replaces the manual process of posting the insurance payments received through the 835 option.

  1. Click the Add New Task button.
  2. Select 835 Auto Posting from the Add New Task window.
  3. Select the Post option.
    • All Payments: All the payments will be posted even if the check number doesn't match the bank file and the 835.
    • All Matched Payments: Only those payments whose check number matches in both the 835 and the bank file will be posted.
  4. Type a name for the task. This name appears in the task panels and within the scheduler view.
  5. Select a color for the task from the dropdown.
    Note: This color will be displayed for the task within the scheduler view. Many practices will set guidelines for color-coding tasks.
  6. Set the interval for the task to be performed.
    Note: The selection made here will trigger the frequency options at the bottom of the window.

    Only One Time: The task will be performed once on the date and time indicated.

    Daily: The task will be performed each day as setup in the frequency settings.

    Weekly: The task will be performed each day as indicated in the frequency settings.

    Monthly: The task will be performed once each month as indicated in the frequency settings.

  7. Set the date that QSIDental Web should begin performing the task by typing the date or selecting it from the calendar.The begin date does not need to correspond to the frequency cycle.
  8. Set the date that QSIDental Web should discontinue performing the task by typing the date or selecting it from the calendar.
    Note: This option only appears when a frequency interval is selected.
  9. Set the time that the task should begin by typing the time directly or selecting from the clock dropdown.
  10. Set the frequency options for Daily, Weekly, or Monthly performance of the task (triggered based on the selection made for interval and dependent on that selected interval).
  11. If desired, place a check mark beside Send Task Completion Notification via Email to activate the confirmation email options. This notification is in addition to the task completion notice and report delivered via the QSIDental Web Tickler tool. The notification is only of the successful or unsuccessful completion of the task and does not contain any data.
  12. Click the Next button.
  13. If Completion Notification was selected, identify the individual(s) that should receive notification that the task as been completed by typing the email address(es). Once the email address is entered, it will be saved for easy future use. Click the Next button again.
    Note: This screen will not appear if notification is not requested on the previous screen.
  14. Review the details and click the Finish button.