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– Allows the user to export created claims to an Access
Database. First, choose ‘New’ or ‘Existing’ Database. Then, click ‘Add
Files’ to queue the claims, and click ‘Export.’ At this point you are given
three options, as seen below. Choose the appropriate option and proceed.
This function can be helpful in understanding the headings we utilize in
-Export to EDI Compatible File Format
– Converts and saves a claim in
the *.ned EDI compatible file format, which may be sent to a
clearinghouse. We have streamlined this process with the ‘EDI File
Creator’ function, which is explained below.
-Append to Existing EDI Compatible File
– Appends or adds a claim
file to an existing EDI compatible file. We have streamlined this process
with the ‘EDI File Creator’ function, which is explained below.
- Allows the user to import from an Access database
that has the same column headings we have utilized. These column
headings can be viewed by going to File>>Export To>>Microsoft Access.
– Allows the user to import from an Excel file that has the
same column headings we have utilized. These column headings can be
viewed by going to File>>Export To>>Microsoft Excel.
-Excel File (Manual Import)
– Allows the user to import from their
custom Excel file. The ‘File Header’ rows are taken from the user’s
Excel column headings, and you must match your headings to the form,
using the ‘Link To’ drop-down boxes. They correspond to the UB-04
form’s different sections through their number designation, found in the
parenthesis. For example, (2) corresponds to the Patient’s Name.
These settings can be saved by selecting ‘Save Settings’ and loaded by
clicking ‘Load Settings.’ Therefore, this is a one-time process.