Data Entry Options

Menu Location: Tools > Options > Data Entry

How do I change my data entry options?

Once you begin to enter your patient data you may need to change some of the data entry features. Use this screen to customize your data entry features.

Dates of Service Line Item Settings

•      Additional clicks on a date adds additional dates of service instead of removing the dates.
If checked, when you click the same date twice, another service line item will be added.
If unchecked, when you click the same date twice, the service line item will be removed.

 

•      Pressing the ‘Enter’ key moves the cursor down on the line item grid instead of across the grid.
If checked, when you press the ‘Enter’ key when entering service line items into the service line grid, the cursor will move to the right.
If unchecked, when you press the ‘Enter’ key when entering service line items into the service line grid, the cursor will move down.  This is useful if you need to change a column of data.

 

•      When changing the number of units, update the charge.
If checked, when you change a unit value, the charge will be multiplied.
If unchecked, when you change a unit value, the charge will remain the same.

 

•      Automatically enter the charge stored in the code library after entering the CPT Procedure Code.
If checked, when you enter the procedure code, the charge will be automatically entered.  Note: The function only works if you have entered Procedure Codes in the code library.  See Code Libraries, for additional information on entering codes.

 

•      Automatically check the ‘Paid’ check box if the claim has a zero balance.
If checked, once the claim has a $0.00 balance, the claim will be marked ‘Paid’

 

•      Use Ctrl-Click to open the Payments box when clicking the Applied Amt cell.
If checked, you will need to hold the Ctrl key on the keyboard while clicking the Applied Amt cell to open the payments and adjustments window.

 

•      Copy previous payment date and reference when moving to next line.
If checked, this helps speed up repetitive data entry by copying the date and reference fields to the next line item during payment entry.

General Data Entry Features

•      Automatically complete the fields as you type (only works on selected fields).
If checked, EZClaim will remember your entries and automatically finish entering the data.

 

•      Use the same ‘Code Libraries’ for all groups.
If checked, EZClaim will use the same code library for all groups you have set up.
If unchecked, EZClaim will use separate code libraries for each group you have set up.

 

•      Show the ‘Balance Due’ on charges tab.
If checked, the ‘Balance Due’ amount will be shown on the Charges tab and in Claim Archives.
If unchecked, only the Date will be shown on the Charges tab and in the Claim Archives 

 

•      Automatically enter a patient account number.
If checked will automatically enter ‘Patient Account Number’ on ‘Physician/Diagnostic Info’ tab.

 

•      Show the Payers/Other Info tab.
If checked the Payers/Other Info tab will be shown.  Changing this option will force the program to close.  When you reopen the program the change will take affect.