XClaim presentation
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XClaim
Transcript of XClaim presentation
XClaim
Logging in
Initial password will be temp.pass.word1
Site: 300020
User: Partners ID
Password: Minimum 6 characters, at least 1 letter, 1 number, and 1 punctuation mark. Recommendation is your Partners password plus a period.
You will be asked to reset it every three months.
If you forget it or need it reset contact me or Steve Goldberg
Claims Grid
A A. File Toolbar
B. Folder List
C. XClaim Grid Toolbar
D. Folder Toolbar
E. Claims Grid B
D
E
C
File Toolbar
File Menu
Tasks Menu
Download Menu
Reports Menu
Admin Menu
Help Menu
File Toolbar Menu
Print Preview
Print 1. Claims
2. Grid
Export to Excel
1. Grid
2. Selected Rows
File Sync
Refresh
Exit
Tasks Menu
Import Claims
Export Claims
View Tasks
Download Menu
ASB Post
Export Post Institutional
Export Post Professional
MSR Data
ERA Data
Miscellaneous
Reports Menu
Import Reports
Export Reports
ASB Reports
MSR Reports
Payer Reports
XDirect Reports
Miscellaneous Reports
Site Summary Reports
Request Productivity Reports
View Productivity Reports
Error Statistics - Institutional Reports
Error Statistics - Professional Reports
User Reports
XReport
Subscriptions
Admin Menu
System
XClaim
View Menu
Help Menu
Help Menu
User Guide
System Administration
Frequently Asked
Questions
Client requests
Customer Support
Folder List A. Work Items
Incomplete
Complete
Outgoing
Hold
Rejected
B. Supervisor Tasks
Reassign
Work Items by Group
Alerts by Group
C. Other
Recycle Bin
Find Claims
Archived Claims
Find EOBs
Find Posting Files
Favorites
XClaim Grid Toolbar
File Sync
Send Alert
Import Claims
Export Claims
Print Options
Folder Toolbar
Current Folder
Refresh View
Retrieve More Rows
Arrange Columns
Search
Arranging the Grid
1. Click
2. on folder toolbar
2. Window appears
3.
4.
Sorting Columns
The first time the column name is clicked, it will sort the column in ascending order. (EX: A-Z, or 1-5 )
The second time the column name is clicked, it will sort the column in descending order. (EX: Z-A, or 5-1)
The third time the column name is clicked, it will reset the column to its original order prior to any sorting.
Searching for Claims
A. Select Find Claims
B. Start Search:
PCN (begins with?)
Account number
MRN
Claim ID
First Name
Last name
Statement From/Thru dates
You may search for multiple items by using a comma between them.
A
B
Searching for an EOB
A. Select Find EOBs
B. Start Search:
Type
ERA Date
Paid Date
Claim Date
Process Date
Payer ID
Payer Report ID
Patient Last Name
Status
Provider NPI
Insured ID
PCN
ICN
EOB ID
Account Number
A
B
Viewing notes from Grid
A. Right click on
desired claim
B. Select View
C. Select Notes C
A
B C
Viewing notes from Claim Editor
A. Select Notes/History
B. Select View Notes
A B
Adding a Note
Right click mouse
Select Add Note
Adding a Note from the Grid
From the window,
Select predefined
note or enter a
Custom note.
Adding a Note from Claim Editor
A. Select Notes/History
B. Select Add Note A
B
Adding a Note from the Grid
From the window,
Select predefined
note or enter a
custom note.
Printing a Claim
A. Select Claims
B. Select Print
B
B
B
A
Print Options
1. Select on XClaim
Grid Toolbar
2. Choose Institutional or
Professional from the Claim
Type drop down list
3. Check the “Bundle & collate
other claim materials such as
EOB” option. This setting will
print the claim and EOBs
together.
4. Click the Setup…button to
access the Advanced
Options.
2
3 4
3
Print Options
5. Select Claim EOB & Claim Form.
Double click to move them from
the Available pages to the
Printing pages column.
6. Click OK to save settings.
5
6
Printing an Original Image A
A. Select Claims
B. Select Inspect
Original Image
C. Select Print
B
C
Printing an EOB
A. Select EOB
B. Select Print EOB
A
B
Exiting XClaim
Select
FileExit
Click Red X in corner
Status Symbols
Or by pressing F1 when logged into XClaim
http://webapps.xactimed.com/XApps.H
elp/XClaim/XClaim.htm#xug005.htm
Additional Information
