New Charges Screen - Features

EZClaim makes it easy to generate a claim form and the user is given various options for data entry. (See ‘Program Options’ page 22 for additional Data entry features)

Using the Calendar to Enter Dates of Service

Using the mouse, click on a date shown in one of the calendar months. The date and any data you have entered in the Default line will be automatically entered on the service line.

Continue clicking dates for each date of service. If you are entering more than 6 dates of service EZClaim will print out as many forms as needed for each individual claim.

Note: If the calendar month you need for entering dates is not showing on the screen, click on the ‘Previous’ or ‘Next Month’ button located under the calendar months.

If you need to change any information on a line item, click on the text to be changed and type in the new information using the tab button to move to the next field.

To delete a complete service line, click on the ‘Del’ button to the left of service line to be deleted.

Printing both the Rendering Provider NPI and PIN number

To enter both a NPI and PIN number in box 24J, you must enter a qualifier in 24I then enter the PIN and NPI in 24J separated by an *. Example: 12345*67890. This will cause both the PIN and NPI to print in box 24J.

Entering Line Items Manually

You can also enter line item data manually by clicking in the grid, entering the information, then pressing enter or use the arrow keys to move down to the next line. By changing the data entry options, (See ‘Data Entry’ options under Tools>Options>Data Entry) you can have the Enter key move the cursor down or across the grid.

Selecting Multiple Dates of Service

Selecting Multiple Dates using Shift key

To enter multiple dates of service at one time:

1. Click on the first date of service

2. Hold down the shift key and click on the second date of service.

Selecting Multiple Dates using the Control key

To select multiple dates of service summarized on one service line.

1. Click on the first date of service.

2. Hold down Ctrl key and click on second date of service.

Selecting Multiple Dates using the Shift and Control keys

To select multiple dates of service summarized on one service line and updating the number of units:

1. Click on the first date of service

2. Hold down the Shift and Ctrl key and click on second date of service.

Diagnostic codes

EZClaim provides two options for entering Diagnostic codes.

1. If the diagnostic codes remain the same for each date of service, enter codes in Physician/Diagnostic screen.

2. If the diagnostic codes do not remain the same for each date of service, enter codes in the New Charges screen.

If diagnostic codes have been entered on the Physician/Diagnostic Information screen, these codes will automatically be entered on the New Charges screen (but allow you to modify if needed). To enter diagnostic codes for this claim, enter codes in Diagnostic Codes line.

Prior Authorization Number

If Prior Authorization Number has not been entered on the Physician/Diagnostic Information’ screen, enter ‘Authorization Number’ you want associated with this claim.

Bill Date (used to calculate on aging reports)

EZClaim will automatically populate this field if the claim is exported or printed. You may manually enter another date if you need a specific date. EZClaim will use this date for aging reports.

Next Patient and Previous Patient buttons

To bring up a blank New Charge screen for the next patient click on the ‘Next Patient’ button.

To return to the previous patient claim, click on the ‘Previous Patient’ button.

Clearing Print and Export Date Stamps

To clear a print and/or export date stamp, click the date with the mouse and a box will appear asking which date to clear. Click the appropriate button to clear the date stamp.

Marking Claims as Paid

You can keep track of claims that have been paid by checking the ‘Paid’ check box on each claim screen. If you want to mark more than one claim as paid, click on the Claim Archives (see Claim Archives ) button and select all claims to be marked as paid by using the shift or ctrl key, then click the ‘Mark as Paid’ button. Also see Entering Payments and Adjustments .

Multiple unit by the Charge when Calculating Totals

Do not use this check box when submitting claims electronically! It is used for special paper billing purposes only. If you would like the charge to update, go to Tools>Options>Data Entry tab to update the charge when changing the number of units.