Setup the Automated Statement Processing Integration with Data Media

Sign-Up

The first step is to sign-up for Automated Statement Processing via Data Media.  You can submit your application by following these steps.  

Once completed, this form will be sent to our Customer Success team to kick off the Data Media Implementation process.

Data Media Implementation Process

Once you have signed up with Data Media, you will work with iSalus and Data Media to activate the automated statement process. This process usually takes 5-7 days to complete.

  • Postage Deposit: Data Media will require an initial deposit to cover the cost of postage for the first month.  You will work directly with Data Media to identify this estimated cost and render payment. 
  • Statement Proofing:  Before a live statement can go out, a test statement will need to be sent electronically to Data Media. They will work with you to get the final approval before taking the solution live.
  • Credit Card Processing Integration:  If you would like for your patients to be able to pay their statement via a credit card, you will need to provide Data Media with your PaySimple Merchant information.  This information can be found here: Setup Credit Card Processing with PaySimple.  if you have not yet set up credit card processing in iSalus, follow the same link to learn how to get started with that.

Set up your Statement Workflow to be routed through Data Media

Within the application, you will need to configure your statement process to route to Data Media.

Proofing Process

  • Use the following guide to learn about setting up your statement process: Statement Setup
    • Specifically, set the 'Processor' to 'Data Media Proofing' while you are in the proofing stage of implementation.

Go Live

  • Use the following guide to learn about setting up your statement process: Statement Setup
    • Specifically, set the 'Processor' to 'Data Media' once you are ready to Go Live.