EZ-CAP Tips & Tricks

Presented by:James Bryan

Co-Presenter:Praveen Maturi

EZ-CAP Tips & Tricks

System Wide Tips

Claims/Authorizations

Eligibility

Providers/Vendors

Payment

Reports

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System Wide Tips

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System Wide Tips

• Obtaining license information is just one click away.

System Wide Tips

• Collapse Main Menu for more real estate

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System Wide Tips

Toolbar

• Same toolbar on all screens, easy usability

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Audit Trail

• Enable modules as needed for tracking (add/edit/delete)

NOTE: with this enabled DB size will grow

System Wide Tips

Shortcut Keys

• Ability to open/close screens using shortcut keys

Toggle between screens (F11/F12 keys)

Quick Search on ALL screens

• _ can be used as a wildcard

Query Builder on ALL screens

Fields in blue font are “indexed”meaning faster search

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System Wide Tips

Hyperlinks

• Easy window to screen from within other main screensMembers, Providers, Authorizations, Claims, Customer Service,and Case Management

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System Wide Tips

Setup additional UDF fields as needed

• Members, Providers, Auths, Claims (P/H), and Case Management (20 per screen configuration)

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System Wide Tips

“Window To” menu – a simple right click away.

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System Wide Tips

EZ-HELPThis option provides the EZ-CAP User Manual for easy access to commonly asked questions

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System Wide Tips

Default QuerySetting up a default query will save time and keystrokes!

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System Wide Tips

Default QuerySetting up a default query will save time and keystrokes!

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System Wide Tips

Forgot Password Recovery QuestionEZ-CAP contains a Forgot password help feature. This feature provides a recovery question in an attempt to remind the User of their password.

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System Wide Tips

Enhanced Password ConfigurationAdministrators can now configure more EZ-CAP password options

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Claims/Authorizations

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Copy Claim or Auth No to Clip Board

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Claims/Authorizations

Claims/Authorizations

List view Display• The list view data is available in both Claims and Auths

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Claims/Authorizations

Hot Key to Release Claims to A/P

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Claims/Authorizations

Apply Adjustment Codes w/o editing the Claim

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Claims/Authorizations

Price ALL Detail Lines w/o editing the Claim

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Claims/Authorizations

Claim and Auth Grid Setting• Adjust columns in the detail grid

• Saved at the User level

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Claims/Authorizations

Detail Quick Entry• Available when adding a NEW claim record

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Claims/Authorizations

Refresh Grid & View Claim Details

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Claims/Authorizations

Fee Schedule ID displayed on Claim Detail

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Claims/Authorizations

Pend Claims at the Fee Schedule Level

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Claims/Authorizations

Customer Service icon indicates an incident for the Claim

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Claims/Authorizations

Workflow

• Route Single record or Batch of Records

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Claims/Authorizations

Workflow

• Route Single record or Batch of Records

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Claims/Authorizations

Claims Auto Adjudication• Ability to adjudicate claims based on defined Criteria

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Claims/Authorizations

Claim Re-Pricer• Allows a user to re-price a group of claims

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Claims/Authorizations

Retro Rate Adjustment

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Claims/Authorizations

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Retro Rate Adjustment

Retro Rate CAN be applied for:

Regular status 9 claims

Multiple rate adjusted claims

Previously Reversed Claims

Partially Paid Claims

Claims/Authorizations

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Retro Rate Adjustment

Retro Rate CAN NOT be applied for:

Inloaded Paid Claims

Denied Claims

Negative Status 9 Claims

Auto Adjudication Rules will NOT pick up status 7

Claims/Authorizations

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CARCs AND RARCs

Claims/Authorizations

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CARCs AND RARCs

Claims and Encounters > HIPPA Codes Sets

Table comes preloaded with the ability to add

Claims/Authorizations

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CARCs AND RARCs

Joins CARC to the RARC

Comes preloaded and has the ability to add.

Eligibility

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Eligibility

Global Search• The ability to search globally, across ALL Companies

• Termed Members will be displayed in red

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Eligibility

PCP Hyperlink• View Provider details with a single click

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Eligibility

EZ-Alerts• Special notes that can be viewed in EZ-NET when configured

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Eligibility

Show EZ-Alert as…• Alert - Select this radio button to set EZ-Alert to pop up anytime this

member is used in another record, i.e. claims auths, etc.

• On Demand - Select this radio button to set EZ-Alert to be available On Demand meaning that the user will see an icon if there's a notification attached, but they have to choose to reference it.

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Providers/Vendors

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Providers/Vendors

View ALL Provider Fee Set Assignments

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Providers/Vendors

Vendor EOB Options• Ability to send paper and/or electronic EOB’s

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Providers/Vendors

EFT• Selecting this enable the EFT process

• A default banking record must exist

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Payment

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Payment

EFT• Ability to forgo the creation of a paper check and instead provide

payment by means of an Electronic Funds Transfer or EFT

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Payment

Void posted EFT’s• As with paper checks, you have the ability void an EFT payment.

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Reports

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Reports

Custom Report• Allows Users to view Custom Reports w/o having Crystal Reports

installed

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Reports

Preview Custom Report

• User must be configured as a Report User

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Questions?

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Thank you!

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