Upload Bank Data

For claims to be matched with deposits, the deposit data must be brought into QSIDental Web. The data may be imported in a variety of ways, depending on the subscription options selected by the practice. The data can be easily imported using the File Upload Utility.

To import payment data:

1. Select File Upload Utility from the Utilities menu

   

2. Select the type file to be uploaded and click the Open button.
   • Bank File:  Deposit data from the practice’s bank displaying the funds received with the check/EFT number. This information populates details in the Batch Insurance Payment 835 module. The file must be in CSV format and no larger than four megabytes.
   • 835 File: ERA data explaining what is being paid with adjustment reason codes and other information. Typically, this information is already imported by QUIC and will not need to be manually uploaded. The file must be a .dat, .txt, or .835 type and no larger than eight megabytes.
3. Click the Upload and Post Payment button. Please note that the button actually just uploads the file and will not post the payments.

   

4. Once the file has uploaded, a message will appear at the top of the window. This indicates the bank’s payment data is now visible in the Batch Insurance Payment – 835 module.

   Checks that match an 835 check in the system will display with a check mark in the Deposited column of the Payments tab indicating it has be deposited and is available for auto-posting. If the check does not match an existing check, it displays on the Deposits tab.