--- title: Billing Workflow Choice description: "When importing an EDI document, you have a choice of workflows: Automatic and Simple." --- [Skip to content](https://support.angeltrack.com/help/biller/workflows.htm#main-content) English Show submenu for translations ![A.400x400.png\]](https://support.angeltrack.com/hs-fs/hubfs/A.400x400.png?height=40&name=A.400x400.png) Open main navigation Close main navigation - English Show submenu for translations - Go to angeltrack.com Go to angeltrack.com AngelTrack Knowledge Base - There are no suggestions because the search field is empty. 1. [AngelTrack Knowledge Base](https://support.angeltrack.com/help?hsLang=en) 2. [Billing](https://support.angeltrack.com/help/billing?hsLang=en) 3. [Billing Workflow](https://support.angeltrack.com/help/billing?hsLang=en#billing-workflow) # Billing Workflow Choice ## When importing an EDI document, you have a choice of workflows: Automatic and Simple. ### Automatic Workflow The *automatic workflow* is the core of AngelTrack's billing system. It decides where to route each receivable, in response to new payment events and to changes in the billing fields (payor, postprocess status, balance, et cetera). You can see the automatic workflow at the bottom of the Payment Event Add page, where you are offered the choice of fully- versus semi-automatic workflow processing, as well as manual override. It is smart and diligent, sometimes even deciding to un-finish a receivable based on new EOBs arriving from insurance carriers. ### Simple Workflow The *simple workflow* is an older, simpler algorithm that AngelTrack uses to interpret X12.835 EOBs as they are imported. This algorithm looks at the carrier's adjudication and decides whether to refile, appeal, send to invoicing, or write off the trip. The simple workflow was the AngelTrack standard until 2020-April, when it was superceded by the smarter and bolder automatic workflow. It is still offered for the benefit of those who prefer to see -- during EDI import -- estimates of what the workflow results will be, which the automatic workflow does not show owing to the complexity of its calculations. The simple workflow is not good at handling unusual EOBs, nor those which arrive after a trip goes to invoicing or writeoff. - [General Topics](https://support.angeltrack.com/help/general-topics?hsLang=en#main-content) - [Configuration](https://support.angeltrack.com/help/general-topics?hsLang=en#configuration) - [Integrations](https://support.angeltrack.com/help/general-topics?hsLang=en#integrations) - [State and County Uploads](https://support.angeltrack.com/help/general-topics?hsLang=en#state-and-county-uploads) - [Dispatch](https://support.angeltrack.com/help/dispatch?hsLang=en#main-content) - [Basic Dispatch](https://support.angeltrack.com/help/dispatch?hsLang=en#basic-dispatch) - [Schedules and Recurrences](https://support.angeltrack.com/help/dispatch?hsLang=en#schedules-and-recurrences) - [Connections to Billing](https://support.angeltrack.com/help/dispatch?hsLang=en#connections-to-billing) - [Advanced Topics and Tips](https://support.angeltrack.com/help/dispatch?hsLang=en#advanced-topics-and-tips) - [Vertex AI Dispatch Planner](https://support.angeltrack.com/help/dispatch?hsLang=en#vertex-ai-dispatch-planner) - [Supervisors](https://support.angeltrack.com/help/supervisors?hsLang=en#main-content) - [Fleet](https://support.angeltrack.com/help/supervisors?hsLang=en#fleet) - [Compliance](https://support.angeltrack.com/help/supervisors?hsLang=en#compliance) - [Billing](https://support.angeltrack.com/help/billing?hsLang=en#main-content) - [Invoicing](https://support.angeltrack.com/help/billing?hsLang=en#invoicing) - [Pricing and Contracts](https://support.angeltrack.com/help/billing?hsLang=en#pricing-and-contracts) - [Coding, Claims, and Clearinghouse](https://support.angeltrack.com/help/billing?hsLang=en#coding-claims-and-clearinghouse) - [Prior Authorization and PCS](https://support.angeltrack.com/help/billing?hsLang=en#prior-authorization-and-pcs) - [Billing Workflow](https://support.angeltrack.com/help/billing?hsLang=en#billing-workflow) - [Payments and EOBs](https://support.angeltrack.com/help/billing?hsLang=en#payments-and-eobs) - [Facility and Patient Records](https://support.angeltrack.com/help/billing?hsLang=en#facility-and-patient-records) - [QA Review](https://support.angeltrack.com/help/qa-review?hsLang=en) - [Salesperson](https://support.angeltrack.com/help/salesperson?hsLang=en) - [Human Resources](https://support.angeltrack.com/help/human-resources?hsLang=en#main-content) - [Timeclock](https://support.angeltrack.com/help/human-resources?hsLang=en#timeclock) - [Schedules and Vacations](https://support.angeltrack.com/help/human-resources?hsLang=en#schedules-and-vacations) - [Crew Members](https://support.angeltrack.com/help/crew-members?hsLang=en#main-content) - [Report Completion](https://support.angeltrack.com/help/crew-members?hsLang=en#report-completion) - [Documents](https://support.angeltrack.com/help/crew-members?hsLang=en#documents) - [Fire](https://support.angeltrack.com/help/fire?hsLang=en) - [IT](https://support.angeltrack.com/help/it?hsLang=en#main-content) - [Data Protection](https://support.angeltrack.com/help/it?hsLang=en#data-protection) - [Troubleshooting](https://support.angeltrack.com/help/it?hsLang=en#troubleshooting) - [Miscellaneous](https://support.angeltrack.com/help/miscellaneous?hsLang=en#main-content) - [Articles for patients and facilities](https://support.angeltrack.com/help/miscellaneous?hsLang=en#articles-for-patients-and-facilities) - [Report Builder](https://support.angeltrack.com/help/report-builder?hsLang=en#main-content) - [Walkthroughs](https://support.angeltrack.com/help/report-builder?hsLang=en#walkthroughs) - [Built-In Reports](https://support.angeltrack.com/help/report-builder?hsLang=en#built-in-reports) [![Chill listening crop-3](https://support.angeltrack.com/hs-fs/hubfs/A.400x400.png?width=40&height=40&name=A.400x400.png "Chill listening crop-3")](https://support.angeltrack.com/help/index.htm?hsLang=en) AngelTrack Support Home Copyright © 2026, AngelTrack LLC