Patient Groups
Menu Location: File > New Group
EZClaim ‘Group’ feature gives the user the option of separating patient data into different groups. Each Group allows you to store the following information separately.
Note: If you would like to use the same Code Library with every group you set up, go to menu Tools > Options > Data Entry and check the box labeled ‘Use the same code libraries for all groups.’
All other information such as print options, data entry options and auto-fill libraries, is common to all groups.
Why would I use ‘Patient Groups’?
This feature is useful if you are billing for multiple providers and you want to keep each provider’s data separate. If you are billing electronically and have different submitter information for each insurance company, the ‘Patient Group’ feature will help you maintain different sets of submitter information.
Setting Up Groups
Menu Location: File > New Group
You are now ready to set up your groups.
1. Go to ‘File’ on the ‘Menu’ bar, choose ‘New Group’.
2. Enter the name you will use to identify the group.
3. If you are setting up more than one group, repeat this process.
Selecting Groups
Menu Location: File > New Group
How do I select which group I want to work with or move from one group to another?
1. Open the ‘Find Patient’ dialog box by clicking on the ‘Find Patient ‘button.
2. Using the dropdown arrow select which patient ‘Group’ you want to work in. If the selected Patient Group does NOT have a patient listed, go to ‘File’ on the Menu bar>Open Group.
3. Highlight a Patient from that group and click ‘OK’.
4. The ‘Group’ you are currently working with will be noted at the top of the EZClaim program.
Deleting Groups
Menu Location: File > New Group
How do I delete a group I no longer need?
1. Go to ‘File’ on the menu bar and choose ‘Open Group’.
2. Select the group you want to delete.
3. Click on the Delete button.
Warning: This will delete the Group and all patients and claims within this group.
Copying Patients to Another Group
Program Location: Find Patient Button
How do I copy a patient to another group?
1. Open the ‘Find Patient’ dialog box by clicking on the ‘Find Patient ‘button.
2. Choose which patient or patients (see instructions for choosing multiple patients at bottom of dialog box) you wish to copy and click on the ‘Copy to Another Group’ button.
3. In the ‘Select New Group’ dialog box choose which group you would like to copy the patient to and then click on OK.
Note: This feature will copy patient data only, it will not copy claim data.
Moving Patients to Another Group
Program Location: Find Patient Button
How do I move a patient into another group?
1. Open the ‘Find Patient’ dialog box by clicking on the ‘Find Patient’ button.
2. Choose which patient or patients (see instructions for choosing multiple patients at bottom of dialog box) you wish to copy and click on the ‘Move to Another Group’ button.
3. In the ‘Select New Group’ dialog box choose which group you would like to move the patient to and then click on OK.
Note: This feature will move all patient and claim data to the new group.
Changing Group Name
Menu Location: File > New Group
How do I change the name of one of my groups?
1. Go to ‘Tools’ on the ‘Menu’ bar and then ‘Options’.
2. Select ‘Provider Information’.
3. Change the ‘Name’ field to the new name.