Submitting to First Agency

Submitting to First Agency

This integration allows system users to flag athlete incident reports for automatic submission to First Agency as part of a First Notice of Loss EDI transmission.

Important Takeaways:

• A certain minimum amount of data is required for each record sent. If this data is not present, then a notification will be generated for the account owner indicating such. Each night, the job will attempt to re-send these incomplete entries if the data has been updated.
• Required data fields include: Athlete first name, Athlete last name, Athlete Date of Birth, Gender, Date of Injury, Primary Insurance Company, Primary Insurance Member ID, Injury Body Part and Affected Area
• Most of these fields are required by our system when creating injuries or athletes, and should always be present. However; Primary insurance information (Company and Member ID) are optional, and may be added via athlete import or by editing the athlete details screens.
• Please note that within the custom form builder, you can AutoMap required data to prepopulate for First Agency Intake
• The nightly push of data will NOT send the First Agency document; you will not need to send or submit one unless told so by First Agency.
• If you have an athlete in question as to whether or not the data has sent to First Agency properly, visit the reports tab for the "Suspended Insurance Data Submission Report."
• The First Agency integration requires the input of primary insurance information, if your patient does not have primary insurance it is requested that you submit the patient information manually to First Agency.

Video Tutorial:

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Step-By-Step Tutorial:

1. Navigate to the desired patient profile

   

2. Select Incident Reports

   

3. Select Add or edit an existing

   

4. If enabled, you will see two background questions titled: Sport(FA Insurance) and Send to FA Insurance? Answer both questions. Selecting Yes will push the data with the nightly sync, selecting No will not send the data

   

   

5. Save your incident report

   

6. An overnight process will run and look for all injuries that have been marked for "Send to First Agency Insurance". A file containing this information will be generated and sent via ftps to First Agency Insurance.

1. If data is missing, the account owner will get a notification detailing the reason for the error. Updating the missing information will allow the record to be sent again overnight.