Copy of EZClaim Setup

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.

Field

Description

Database Path

Identify the path to the EZClaim Database file.

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.

Call Types

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 Type	Select 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. Example: Place of Service in EZClaim: 11 Office, 12 Home, 21 Inpatient Hospital, 22 Outpatient Hospital, 23 Emergency Room Hospital, 24 Ambulatory Surgical Center, 34 Hospice
Diagnosis Code	The diagnosis/diagnostic code for 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. Example: 99201 is the Procedure/CPT Code for New Patient Office Visit.
Modifier	The Modifier for the Procedure Code (if applicable).
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. Examples: If Units Per Hour is 4, then 1 hour will show as 4 units; each unit would be 15 minutes in length.