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