The Hometrak EzClaim Premier interface is designed to translate your Invoices from HomeTrak Companion into Claims for EzClaim Premier.
Claims are created in EzClaim Premier based on the Client on each invoice exported. The Payer of the invoice will be assigned as the Payer of the Claim in EzClaim Premier.
What is Exported
Client
Name, Birth Date, Address, Home Phone, Cell, Email, Sex, SSN, Health Number.
The first time a Client is imported as a Patient to EzClaim Premier, we will also populate the Primary Insured section of the Patient's profile. The Payer in this section will be set to the Payer of the Client's first invoice that was exported from HomeTrak.
Claim
A claim generally maps one-to-one with an invoice in HomeTrak Companion. If an invoice contains billings for multiple Contracts (Authorization) and those Contacts contain different Claim Info values, a claim will be created for each distinct Claim Info contained on that Invoice.
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Claim Data
Bill To: Set to the Payer of the Invoice in HomeTrak. If the Payer does not exist in EzClaim Premier, it will be added to the Payer library.
Prior Auth #: Set to the Claim Info value in HomTrak.
Date of Current: the earliest date of billings contained on the given invoice.
Diagnosis Codes: Inferred based on the CallTypes included on the given invoice. These mappings are defined in the EzClaim settings in HomeTrak.
Claim Information
Original Bill Date: Invoice date from HomeTrak.
Invoice #: Invoice Number from HomeTrak.
ICD Indicator: Defaults to ICD-10.
Printing Options
Totals on Last Page: Inferred from EzClaim settings in HomeTrak.
Service Lines
Srvc Date: Date from Billing record from HomeTrak.
Place: Mapped from CallType, defined in HomeTrak.
Procedure: Mapped from CallType, defined in HomeTrak.
Diag #: Mapped from CallType, defined in HomeTrak,
Charges: Billing dollars from HomeTrak.
Units: Billing hours (or units) from HomeTrak.
If a billing record in HomeTrak contains both Regular Time and Overtime, it will be split into two Service Lines in EzClaim.
Populating Provider information on your Claims
HomeTrak does not track or export the Billing Provider, Rendering Provider, Service Facility, or Referring Provider information. This will have to be set manually for each Patient in EzClaim Premier and their claims updated after they've been exported. This only needs to be preformed once when a patient first added to EzClaim Premier from HomeTrak.
- Select the required Billing Provider, Rendering Provider, Service Facility, and Referring Provider values for your Patient in EzClaim Premier.
- Click the *Update Claims* button on the Patient's profile.
- Choose the claims you wish to update and click the checkbox to update the "Physcician / Facility Entires" on your claims.
Re-exporting an Invoice from HomeTrak to EzClaim Premier
From the *Invoices and Export* screen in HomeTrak, double click on the invoice you would like to re-export and change the *EzClaim Status* to "Export Pending". HomeTrak will then allow that invoice to be exported through an EzClaim interface.