Familiarizing with the Interface |
  
|
Familiarizing with the Interface |
|
The HIPAA Claim Master 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 may contain different tabs depending on the licensed modules.
The Tab Menu Bar at the top of the main window 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.
oForms — This allows you to view and print all the claim forms that HIPAA Claim Master renders.
oView — This provides access to the built-in EDI Editor and allows you to show or hide the Info Bar.
oSearch — This tab brings up the EDI Search Tool.
oData Base — This provides access to the database setup and the claims database; see Before Importing the Data for details.
oSpreadSheet(Import/Export) — This tab allows you to import Excel spreadsheets and to utilize and export-import machine. See Spreadsheet Import, Export Import Machine.
oLog — This tab allows you to view the logs of files that have been processed. See Accessing Daily File Logs.
oImage — This tab allows you to view the images of files and to configure the image file options. Configuring Image Setup, Viewing Image Files.
oSetup — This provides access to the different setup windows; see Company Setup, Application 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. See Enabling Application Components.
The Taskbar allows quick access to the most important functions.
The Taskbar sits below the Tab Menu Bar. It contains the most important functions accessible through quick-launch icons. The Taskbar shows the following icons: Open Document, Run, Next, EDI Editor, Get Files, Process Inbox, Setup, Help, and View/Close Info Bar.
Note: The "View/Close Info Bar" icon changes from a blue circle with an "i" inside to a red no symbol, respectively.
This is what the Info Bar icon looks like when it is not open.
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:
oOutput Mode Box — This defines how the result file(s) will be managed. See below the details of each option:
§Printer — This mode allows to print the opened EDI claim file; see also Selecting a Printer.
§Screen — This is the default mode; select this option to display the EDI claim file on the screen in a preview window.
§Image File — This mode creates a TIFF or PDF file; see Creating Image Files from EDI.
§Spreadsheet File — This mode will export an EDI file to an Excel, CSV, or ODS file.
oData Import — This takes the information from the EDI file and stores it in the database.
oClaim Type Box — This indicates the type of claim within the file: P for Professional; I for Institutional, D for Dental; and R for Reporting; this cannot be selected, it will be assigned automatically.
oCounter Box — Displays the number of claims processing in real-time:
§EDI Files — This displays the number of EDI files processed; this option will not show if the "Screen" output mode is selected.
§Claims — This displays the number of claims processed.
§Total Amount — This displays the final total dollar amount of claims processed.
oRun — 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.