Auto Fill Libraries

Menu Location: Tools > Auto Fill Libraries

Why is it when I type in some fields they automatically fill in?

EZClaim automatically maintains AutoFill libraries for certain fields. As you enter patient data, EZClaim remembers your entries so when you start to enter the same data again, EZClaim will finish the typing for you.

AutoFill features are included on the following fields:

•      Carrier Area

•      City, State, Zip

•      Provider Code

•      Employer's Name or School Name

•      Facility Information

•      Insurance Plan Name or Program Name

•      Physician's Billing Information

•      Physician's Name (for Box 31)

•      Referring Physician and ID Number

 

Editing and Deleting Auto Fill Libraries

Menu Location: Tools > Auto Fill Libraries

How do I correct or delete an ’AutoFill’ entry?

EZClaim automatically maintains the AutoFill libraries. Occasionally you will need to Edit or Delete and entry and you can do so by opening the AutoFill Library.

1.  Go to ‘Tools’ on the menu bar and select ‘Auto Fill Libraries’.

2.  Using the drop down arrow select which library you wish to Edit or Delete.

3.  All entries in that library will be shown in the lower box.

4.  Highlight which entry you want to Edit or Delete.

5.  To edit entry, click on the ‘Edit’ button and then make any changes or corrections to entry.

6.  Click on the ‘Add’ button, corrected entry will be added in the lower box.

7.  Warning: If you do not click the Add button after editing the entry, it will not be saved when you close the dialog box.

8.  To Delete an entry, highlight the entry and click on the ‘Delete’ button, entry will be removed from library.

 

How do I turn off the Auto Fill feature?

Note: To turn off the ‘Auto Fill’ feature go to Tools > Options > Data Entry tab and Uncheck the ‘Automatically complete the fields you type’ checkbox.