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Next, while still in the Agency Office Module, click on the drop down arrow on the Interfaces tool in the ribbon.

Select EZClaim Setup.

EZClaim Setup  Click Edit to edit the setup options. 

 

External IDs on Clients and Payers
You will also need to populate the EZClaim ID for any Clients and Payers in HomeTrak Companion for whom you will be sending information into EZClaim.  You can pull the EZClaim IDs for the Clients and Payers by using the External ID tool in the ribbon of a Payer or Client's profile in Companion. 

Running the Interface to EZClaim program

Once you have completed the required setup to interface to EZClaim and you have posted Billing, you can use the Export to EZClaim tool at top of a Billing Module to select which invoices you want to send to EZClaim, and to initiate the actual export.

Use the Export to EZClaim tool in the ribbon to initiate an export of the invoices you have selected in the main display portion of the screen. 

The export process will perform a validation step to verify that all the needed information and External IDs are populated.  If something is missing, the system will prompt you to make a selection to add them.
Once the system has performed the validation and it has all the information it requires, it will begin exporting the selected invoices into EZClaim.
Once the information is in EZClaim, you will use their software, processes and procedures to complete your medical billing.

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Info

This setup is used for interfacing to either EZClaim Advanced or EZClaim Premier.

The export for EZClaim Advanced accesses the EZClaim database directly to export patients and claims while the export to EZClaim Premier creates an export file that will be read by the EZClaim Premier program. Please also refer to this document for additional required configuration steps in EzClaim Premier to be able to import files.


Note

Don't forget to specify EzClaim as one of the External Billing Packages under Agency Office → Settings → Billing Settings. After changing this setting is it recommended that you close-and-reopen HomeTrak Companion.


Note
HomeTrak must be able to export the Billing to a folder on your computer or the network that EZClaim will be able to access.

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Call TypesCall Types:
FieldDescription
Path

For EZClaim Advanced: Identify the path to the EZClaim Database file.

For EZClaim Premier: Specify the path to a folder in which to create the export files that will be imported by EZClaim Premier.

Show total on Last Page 
Check the box to Show Total on Last Page.  Select this option to see a total on the last page of the claim in EZClaim. 
Grouping Select the appropriate Grouping option.
Click the radio button to the left of the option to select.   You can choose from the following grouping options:
Break Every Day - If selected, each day there is a visit, a line item will be entered on the claim. In HomeTrak Companion if there are multiple visits in the same day, a single line item will appear for the day.
Group Consecutive - If selected and there are consecutive days visits in HomeTrak Companion invoice, all of the consecutive days will be totalled into a single entry.
Break on Weekending - (If selected, you also need to indicate the day you wish to use as your week-ending day.) Use the drop down arrow to select the day of the week you use as the week-ending day.  If Break on week-ending selected, multiple visits in the same week will be combined in a single line item in EZClaim.  
No Grouping - if selected, no grouping is done.
No Diagnosis Code on Call Type, use all from Patient Record

(Applies to EZClaim Advanced only.)

If checked, when the diagnosis code is not specified on the Call Type (Service) below, exported line items on the claim will reference each of the client/patient's diagnosis codes listed on their claim information.

If not checked, when the diagnosis code is not specified on the Call Type (Service) below, exported line items on the claim will just reference the first diagnosis code listed in the claim information.

Grouping 

Choose how billing records will be grouped on the exported claim.

Break Every DayAll records for the same Service (Call Type) that occur on the same day will be combined into a single line item on the claim.
Group ConsecutiveAll records for the same Service (Call Type) that occur on consecutive days will be combined into a single line item on the claim. Any day without a schedule will cause a break in the grouping and begin a new line item for the next series of consecutive days.
Break on WeekendingAll records for the same Service (Call Type) that occur within a week will be combined into a single line item on the claim for that week.
No GroupingNo grouping will be done and all billing records in the export will be exporting as separate line items on the claim.
Group AllAll records in the export for the same Server (Call Type) will be combined into a single line item on the claim.


Ignore Rate While Grouping
By default, when grouping (summarizing) claim lines for EzClaim, lines will be grouped on matching CallType and billing Rate. When enabled, the rate will be ignored, and only the CallType will be considered.
Call Types

Identify the Call Types and their necessary EZClaim interface information. This setup only needs to be completed once; however if you add new Call Types into HomeTrak Companion you will need to ensure that you add the appropriate information for any new Call Types on this screen.
Use the add, edit and delete options in this area of the screen to populate the appropriate information for your Companion Call Types.
Click the Add icon in the EzClaim CallType Setup portion of the screen to select the Call Type from the list of available call types; then enter the appropriate EZClaim information in the remainder of the fields.

Call TypeSelect the Call Type from the list of available call types.
Place 

The place of service for the particular call type.  This field should be populated with the appropriate EZClaim Place of Service code.

Tip
Example: Place of Service in EZClaim: 11 Office, 12 Home, 21 Inpatient Hospital, 22 Outpatient Hospital, 23 Emergency Room Hospital,
  24
 24 Ambulatory Surgical Center, 34 Hospice 


Diagnosis Code 
The diagnosis/

A specific ICD-9/10 diagnostic code

for

that corresponds to the particular call type.

 

Populating this field is optional.

 

Procedure Code 

The procedure code used in medical billing.  Each code represents a service performed and must be entered for the particular call type.

Tip
Example: 99201 is the Procedure/CPT Code for New Patient Office Visit. 


Modifier 

The Modifier for the Procedure Code (if applicable).

 

To handle multiple modifier codes (EZClaim Premier), enter each code in this field separated by a space or semi-colon character.

Hour Ratio 

Select the number of units per hour that should appear in the claim for the particular call type. Identifies the number of units per hour the system should use when it converts hours to billing units in the claim.

Tip
Examples
Example: If Units Per Hour is 4, then 1 hour will show as 4 units; each unit would be 15 minutes in length.