EZClaim Premier Setup

Owned by Matthew Ruston
Last updated: Dec 08, 2016
3 min read

This document outlines the required setup steps within EZClaim Premier to import files generated by HomeTrak Companion.

Once this process is complete, please read /wiki/spaces/HCV5/pages/1278338 for configuring the HomeTrak side of the interface.

For detailed information on how the the EzClaim Premier interface works, please read EzClaim Premier - Detailed Export Information.

These instructions are for configuring EZClaim Premier to import Patient and Claim information from HomeTrak Companion.

  1. In order to import data from HomeTrak Companion into EZClaim Premier we need to configure and activate the EZClaim Import Version 2 interface. First off, you are going to need to obtain an Activation Code from EZClaim . Contact EZClaim Support or send an email to support@ezclaim.com to and request an "EZClaim Import Version 2 activation code"

  2. From the main EZClaim Premier window, navigate to Home → Libraries →Interface.
  3. Select EZClaim Import Ver 2 from the list of interfaces and enter your given Activation Code.
  4. Set your Import Directory to where you want EZClaim Premier to monitor for files to import. You need to specify this same path in the EZClaim setup screen in HomeTrak Companion. Also, verify that the Update Patient Demographics checkbox is enabled.

  5. The configuration is complete. Now proceed to complete your EZClaim setup within HomeTrak Companion or perform your first export!

Once you've completed your first export from HomeTrak Companion, click on Home → Review Incoming in EZClaim Premier to see a list of files available for import. From this screen you can review the files prior to importing them into EZClaim Premier.

For detailed information on how the EzClaim Premier interface exports your data from HomeTrak Companion, please refer to this document.


Institutional Claims (UB-04) Additional Setup

If you are using EzClaim Premier to create Institutional Claims (for example, UB-04 forms) additional configured in EzClaim Premier may be required.

Depending on the Payer, you may need to populate the Type of Bill, Admission, Patient Status, Admitting Diagnosis, and Attending fields on the Institutional Claims. These values can be set on a per-Patient basis in EzClaim Premier by clicking on the Initial Claim Values button under Additional Claim Information on a Patient's profile.

Once these values are set, any subsequent Institutional Claims created for the Patient will automatically be populated with these values. If you have any existing claims that need to be updated, use Update Claims tool on the Patient's profile. 

For additional information about Institutional Claims in EzClaim Premier, please refer to the following documentation:
http://www.ezclaim.com/manuals/premierbilling/index.html#!Documents/institutionalclaimsaddon.htm 
http://www.ezclaim.com/manuals/premierbilling/index.html#!Documents/institutionalclaims2.htm