1. Practice Insight Instructional Webinar Series Claim Manager Beginner Presented by: Shaun McAnulty – Product Training Specialist

2. Agenda How to Use F1 Help Transfer Files Uploading Files Check Searches The Working Life Cycle of a Claim Claim Manager’s Layout and Buttons Organizing & Working Claims Question & Answers Upcoming Webinars

3. F1 ONLINE HELP This is the manual with tips and definitions of the fields you see throughout the software. The guide is broken into categories to better locate the information you’re looking for. When using the F1 key the system will use your focused location in the software and display the information relevant to the information you’re viewing.

4. TRANSFER FILES Transfer Files is where you can upload claim files, and view all of your responses.

5. UPLOADING FILES Integration Claim files are automatically brought into the system and Tested. Files can be set to auto ready Manual Simple process to browse to file location and upload claim files. Easy process.

6. TRANSFER FILES Uploaded Files : Shows a full history of files that have been uploaded to the software from the Practice Management System. Response Files : Section shows all of the responses that are received for the selected customer.

7. The Filter List Button allows you to search for ERAs or Checks. o From here you can Repost the files, View the EOBs or Download the files. In SEARCH TOOLS the Check Search Tool has a wide variety of criteria and allows you to view the individual checks, and their Specific EOB. CHECK SEARCHES

8. CLAIM MANAGER LAYOUT

10. WORKING CLAIMS Select my invalids & rejects. With Invalids & Rejects displayed I will bring my invalids to the top by sorting on the Status. * All field headings with an asterisk allow for sorting.

11. INVALID CLAIMS With the claim highlighted it will display all of the history for the claim in the Status Messages section. Use the following steps to work Invalid Claims. 1.) Read the Error Message There are multiple ways -Read it in the column -Use the hover text -Or use the Right Click or Hot Key “M” for message. 2.) Based on your workflow fix the claim Remember: On INVALID claims with a TESTER source you can simply double click on the error to take you to the general location of the problem. Fix Now: Add Last Name and Save Fix In PM: Mark Claim Delete and fix it in the PM then resubmit. 3.) When Valid set to Ready.

12. REJECTED CLAIMS Similar to the process of working an invalid claim you would highlight the rejected claim and view the response error to understand the issue. Once you have looked into the rejection then you will refer to your own workflow. “M” Fix it Here Fix it on the PM Nothing to Fix Make the adjustment Ready claim Mark claim deleted Fix on PM and resubmit Mark claim complete

13. BUTTONS Transfer Files : takes the user to where they can upload and view claims and responses that have come into the software. Print Reports : allows the user to view the Report Manager screen that allows the user to run various WebBrowser and Data Miner reports pertaining to claims.

14. SELECTION CRITERIA Select Claims : Displays claims based upon the criteria the user selects in the fields of the Claim Selection Criteria View. Clear Selections : allows the user to clear all information from the Claim Selection Criteria fields. It's good practice to clear selections before performing a new search. Select Invalids & Rejects : allows the user to select only invalid and rejected claims. Print Claim List : allows the user to print a list of all selected claims.

15. CLAIM LIST VIEW Check Claim Status : Allows the user to check the real time status of an individual claim whose payers name is listed in red. Print Letter : Creates a web-based report on the individual claim selected. Ready Claim : Is used to ready an individual claim. Retest Claim : Re-runs the software's tester on an individual claim. Scrub Claim : Sends one individual claim to the Alpha II Claim Staker to scrub the claim for clinical edits. View Claim Form : Views the claim as it would look on a CMS1500, UB04, or ADA J400 form.

16. STATUS MESSAGE VIEW View Change Log : Displays an audit of all changes made to a selected claim. Print Timely Filing : Generates a letter that displays proof of timely filing by listing all of the statuses that the claim has gone through including the Response File Name that is assigned by the payer or clearinghouse, entity that sent the response, and batch/ File ID. Add Memo : Allows the user to add a memo to the status section of the claim. Edit Memo : Allows the user to edit an existing memo in the status field.

17. RIGHT CLICK OPTIONS Claim Selection View Status Message View Standard Functions Claim Related Functions Views of Claim Reports Functions for All Claims

18. Question and Answer

19. Advanced Claim Manager Training June 19 th 10:00 am CDT Eligibility Manager Training June 5 th 10:00 am CDT eStatements Credit Cards Demo June 25 th 2:00 pm CDT Upcoming Webinars