Properties:
The Properties button is visible only to users with read access to the Properties Master screen.
Clicking this button opens a pop-up displaying a list of properties from the Properties Master that are relevant to the creation of a new claim.
Admin users can view both admin-level properties (displayed in red) and user-level properties (displayed in black), whereas clinic users can view only user-level properties (displayed in black).
Create New Claims
This radio button remains checked by default. If the user does not want to create a new claim, then they need to select any of the other three radio buttons present below. For creating a new claim, the following information is to be provided, which includes:Date of Service: This displays the date on which the service was rendered to the patient. The date can be either entered manually or can be selected by clicking on the calendar
icon.Patient: This displays the name of the patient. The name can either be entered manually or can be auto-generated by clicking on the binocular
icon.
Provider: This displays the name of the provider. The name can either be entered manually or can be auto-generated by clicking on the binocular
icon.
Referring Provider: Here, the name of the referring provider has to be mentioned, which can either be entered manually or can be auto-generated by clicking on the binocular
icon.
Claim Location: This displays the location where the claim was created.
Encounter Type: This displays the type of encounter selected from the auto-populated list.
Reason for Visit: This displays the reason for the patient's clinic visit. The reason for visit is associated with the encounter of the patient.
Create a copy of an Existing Claim with a New Visit ID
The user is expected to select the Date of Service or the Claim ID. The Search button displays a list of existing claims with status as 'Billed' or 'Entered'. The
program creates a dummy encounter corresponding to this claim.
Create a copy of an Existing Claim with the Same Visit ID
At times, after a claim is sent, users want to add more charges to the billed claim. In such a case, a supplementary claim can be created corresponding to the same Visit ID.Create Claims for Encounters Dated
Entering the date in this field will create claims for all the encounters that were either not closed or for which claims were not created for the encounters created on that date. The creation of claims is controlled by a property create.claims.condition; if the property is set to 'A', then claims for the encounters that were created on that date but not closed will be created. If the property is set to 'C', then claims will be created for all the encounters with CPT and HCPCS codes. In case the property is set to 'N', then this field will become inactive and no claims will be created.