Familiarizing with the Interface

<< Click to Display Table of Contents >>

Navigation:  Getting Started >

Familiarizing with the Interface

Previous pageReturn to chapter overviewNext page

How do I navigate the HIPAA Authorizer application?

The HIPAA Authorizer application is designed to be as user-friendly and intuitive as possible. Please take a moment to review the basic commands in the main menu before processing anything:

 

The Tab Menu Bar

 

The Tab Menu Bar may contain different tabs depending on the licensed modules.

The Tab Menu Bar may contain different tabs depending on the licensed modules.

 

The Tab Menu Bar at the top shows different options and sub-menus for the various features of the application. See the description of each tab below:

oFile — This tab contains all file-related activities such as opening a file or directory, printer selection, and exiting the application.

oView — This provides access to the built-in EDI Editor and allows you to show or hide the Info Bar.

oCodeSets — This tab allows you to view a variety of alphabetized codesets. See Selecting a Code Set.

oDatabase — This provides access to the database setup and the claims database; see Background for details.

oImage — This tab allows you to view the images of files and to configure the image file options. Configuring Image Setup, Viewing Image Files.

oLog — This tab allows you to view the logs of files that have been processed. See Accessing Daily File Logs.

oSetup — This provides access to the different setup windows; see Company Setup, Application Setup, Delimiters Setup.

oEDI Exchange — This tab allows you participate in a variety of EDI tasks such as checking files and creating tables. See EDI Exchange.

oHelp — This shows the documentation and context-sensitive help topics.

 

Note: There may be additional menu items if you have licensed modules. Each module adds a separate menu.

 

The Taskbar

 

The Task Bar allows quick access to the most important functions.

The Task Bar allows quick access to the most important functions.

 

The Taskbar sits below the Tab Menu Bar and it has the most important functions accessible through quick launch icons. The Taskbar shows the following icons: Open Document, Run, EDI Editor, Get Files, Process Inbox, Authorization Request Authorization, Give Authorization, View Help, View Manual, Show/Close Info Bar.

 

The Info Bar

 

The Info Bar.

The Info Bar.

 

The Info Bar is located on the left side of the main menu window. This panel displays the settings to start processing files. If you do not see the Info Bar, you can access it through the “View” tab or by clicking the no symbol icon in the Taskbar. When you work with files, the Info Bar is indispensable, but when working with a database, it is optional. See the details of each box within the Info Bar below:

oCounter Box — Displays the number of claims processing in real-time:

Files — This displays the number of EDI files processed; this option will not show if the "Screen" output mode is selected and when you open files through a directory.

Records — This displays the number of records processed.

oOutput Mode Box — This defines how the result file(s) will be managed. See below the details of each option:

Manual Process — This mode manually processes EDI files.

Save Authorization Authorization Requests to Database

Data Import — This takes the information from the EDI file and stores it in the database.

Show on screen — This is the default mode; select this option to display the EDI Claim file on the screen in a preview window.

Printer — This mode allows to print the opened EDI Claim file; see also Selecting a Printer.

Image File(s) — This mode creates a TIFF or PDF file; see Creating Image Files from EDI.

oProcess — Click this button to begin processing claims; once you click it, the icon will change to "Stop."

oRun with compliance check — This check box applies to users who have the EDI Exchange license and want to ensure the file is compliant.

oExit — This closes the application.