myWCB Manual Submission and Remittance Retrieval (AB)

Configure Alberta Submission Folder

To allow for manual myWCB submissions and retrievals, a User with System Administrator will first need to configure the Alberta Submissions folder - as this is a system wide change, it only needs to be configured once by a single user in your clinic: 

1. Press and release the Alt button on the keyboard and then search and select Configure Locations.
2. Click Alberta Submission folder. 
3. The Path field is where the manual submission files will be saved to and where the manual retrieval process will open up to when selecting the Remittance file.
   For Local clients (launch Accuro through a file/shortcut on computer): The default location will be C:\ABCLAIMS. You can change this to the file path desired - it is recommended to ensure this file path is accessible by all users who submit and retrieve Claims. 
   For ASP or Accuro Cloud clients: You must change this Path to S:\ABCLAIMS to enable manual submission. If not updated to S:\ABCLAIMS, the submission file will save to the default location (C:\ABCLAIMS) and will not be accessible. 
4. Click Apply and then OK. 

Manually Submit myWCB Claims 

1. Click the Claims button  on the Accuro Navigation bar.
2. Click the Daily Claims or the Unsubmitted Claims tab.
3. Once all claims are ready to be submitted, click the Submit Claims button located at the bottom-right of the window.
   
4. If a Submission Warnings window is displayed, items listed in the warning need addressing before the submission can proceed. Claims that do not have warnings can be submitted, leaving behind those that have warnings to be corrected.
5. In the WCB Web Submission window, select the WCB Website (Manual Submission) button. This will open a web browser and will direct the user to https://my.wcb.ab.ca/ess/signin for the user to login. For ASP or Accuro Cloud clients, the browser is opened from the Citrix environment, granting it access to the Shared drives. 
   
   If you attempt to log in directly in the WCB Submission window and click Submit, the following messaging will appear. Proceed with clicking the WCB Website (Manual Submission) button. 
   
6. Log into the myWCB website with your myWCB credentials. Choose your Multi-Factor Authentication preferences if prompted.
7. A batch file will be generated in the set Alberta Submission Folder (as configured in Configure Alberta Submission Folder). A window with the submission file name and location will appear in Accuro - ensure you take note of this information as it will be required in a future step. For ASP or Accuro Cloud clients, the file location must be S:\ABCLAIMS. 
   
8. Click Accept to close this window.
9. On the myWCB website, log in and hover over the My Reports menu item and click Upload Batch Files. 
   
10. In the tab that opens, select Choose File and the locate the appropriate submission file. For ASP or Accuro Cloud clients, the file must be located in the Shared Drive in S:\ABCLAIMS. 
    
11. On the myWCB website, click Submit once the file is located.

Manually Retrieve myWCB Remittances

1. Click the Claims button  on the Accuro Navigation bar.
2. Click the Assessments button located at the bottom-right of the window.
   
3. In the WCB Web Submission window, select the WCB Website (Manual Submission) button. This will open a web browser and will direct the user to https://my.wcb.ab.ca/ess/signin for the user to login. For ASP or Accuro Cloud clients, the browser is opened from the Citrix environment, granting it access to the Shared drives. 
   
   If you attempt to log in directly in the WCB Submission window, the following messaging will appear. Proceed with clicking the WCB Website (Manual Submission) button. 
   
4. The following window will display in Accuro - you will come back to this window in step 12. 
   
5. Log into the myWCB website with your myWCB credentials. Choose your Multi-Factor Authentication preferences if prompted.
6. Hover over the My Reports menu item and click View Payment Remittance Reports.
7. Change Report Format to XML in the first dropdown.
   
   
8. Select the appropriate billing numbers in the Disbursement Recipient section.
   Note: The manual retrieval process only works on one file at a time. However, you can select many billing numbers in this report generation and process them all at once in one file. 
9. Select the appropriate Reporting Period in the middle section.
   Note: If you are generating this report within 7 days of the previous Reporting Period, it is recommended to generate and proceed with the steps below with the previous Reporting Period selected once again before continuing with the current Reporting Period. This is to ensure any changes made to the previous Reporting Period within the last 7 days are accounted for. If no changes occurred, you will get a message stating "Exact copy of selected file already exists in the file queue. Manual retrieval aborted." in Step 14 below. 
10. Click Generate Report and a new tab will open with an XML formatted document.
11. Follow along below for how to save this XML document. 

    For Local Clients (launch Accuro through a file/shortcut on computer)

    For ASP or Accuro Cloud Clients

    a. In this new tab, press and hold the Ctrl key and then press the A key to select all text. b. With all text selected, hold the Ctrl key and then press the C key to copy the text.  c. In your computer's Windows Start menu, search and open the Notepad application. d. In Notepad, hold the Ctrl key and then press the V key to paste the copied text.  e. In Notepad, delete the first line: "This XML file does not appear to have any style information associated with it. The document tree is shown below." Note: If this line is not removed, the Remittance will not process in step 14.  f. Click File and then Save As. Navigate to save this file in your set Alberta Submission Folder (as configured in Configure Alberta Submission Folder).  g. Name the file as desired, end the file name with ".xml" (see example below), and click Save.

    a. Click on the cogwheel at the top right of the browser. b. Click on File and then Save As.  c. Navigate to save this file in your set Alberta Submission Folder (as configured in Configure Alberta Submission Folder). For ASP or Accuro Cloud clients, the file must be saved in the Shared Drive in S:\ABCLAIMS.

12. Back in Accuro, in the WCB Web Submission window, click Manual Retrieval. This will open a file selection window to your set Alberta Submission Folder (as configured in Configure Alberta Submission Folder). 
    
13. Navigate and select the .xml file that you saved in steps 11f/g (local clients) / step 11c (ASP/Accuro Cloud clients). 
14. The Remittance will attempt to process and one of the following messages will display: 

    1. "Please Click Accept to complete the Retrieval Process." - The Remittance retrieval was successful and will be saved to the File Queue, and visible in expected tabs in Accuro (Assessments, Not Reconciled, WCB Assessment Matching, etc.). 
       Note: To confirm no incorrect billing numbers were selected in the manual process (e.g. for multiple offices under one account), please check the WCB Assessment Matching tab under Unmatched Records. 

    2. "No file was selected during the manual retrieval process. Manual retrieval aborted." - The Remittance retrieval was not successful as no file was selected. Retry with selecting a file as outlined in step 13. 

    3. "Something went wrong while uploading your file to the file queue. Manual retrieval aborted." - The Remittance retrieval was not successful due to an error. Please try to manually retrieve the file again.

    4. "Exact copy of selected file already exists in the file queue. Manual retrieval aborted." - The Remittance retrieval was not successful as it was previously processed. This will appear if no changes have been made to a previous Reporting Period and the file is reprocessed (See Note in step 9) and, if desired, you can proceed with the repeating the above steps (1 - 14) for the current Reporting Period. 

Note: The manual retrieval process only works on one file at a time. However, you can select many billing numbers in the report generation (step 8) and process them all at once in one file.