There is a possibility to import claims to the Greenrain Facility database instead of manual entering. Greenrain Facility validates an input Excel file and inserts claims into the database pending upload (Status = Ready for Submission).
To import claims, please follow the below steps,.
Step 0. Prepare Excel file with claims for import. The expected format is provided below.
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Step 1. Select Claims > Import claims from the application menu.
A windows The file explorer box opens, allowing you to choose the excel sheet containing the claims you would like to import. The claims excel sheet has to be of a specified format and can be manually created or often it can also be a data/excel sheet downloaded and modified to the required format from the hospital EMR.
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Step 2. Select the excel sheet you would like to import and then press Opennecessary Excel file and click Open.
Either Success or Validation Failed dialog appears.
SUCCESS: If the The parsing is successful, then click Yes on the following prompt that asks you to confirm that you would like to import the claims you seek to import. Once imported the next prompt would show you a summary of all total number of claims imported (not submitted) .
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Step 3a. Click Yes.
Once the claims are imported, the information dialog appears showing the total number of the claims imported into the database along with the total value Net of all these claims imported.
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FAILED: (excel sheet contains errors or is not according to specified format), if so, please click Yes on the prompt that appears and the dialogue box will show you the errors encountered while parsing your excel sheet. Kindly fix them and try importing again.
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Step 3. Select Claims > Find claims to search for the claims you have just uploaded based on applying specific filters on the screen. You will note that the claims are in 'Ready for submission' status.
Step 4. Review the claims that you have to if needed and proceed to select all claims that you would like to upload using the checkboxes as shown and click Generate button.
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Step 4. When the integrated claims submission box appears, click Upload. You will note that this upload screen clubs all your selected claims into 1 file, prepares them for upload to a payor, denotes the total claimed value of all claims you are about to upload, indicates patient share and also shows you how many claims are embedded into this upload. The below image is only for TEST purposes and no actual claims have been uploaded.
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SUCCESS: Upload was successful with no errors found. Furthermore, the status of claims changes to ‘Submitted to payor’ and the claims upload can also be verified within Greenrain Messenger. Click OK to proceed.
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FAILED: (Claims upload has failed), if so, please click Yes on the prompt to proceed followed by clicking Show errors link to display the errors. In our case, it is a simulated date mismatch issue, but nevertheless, please fix the errors with the claims and try again for another upload.
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Step 4a. Select Claims > Find Claims from the menu.
Find Claims form opens.
Step 5a. Set a search value to find just imported claims and click Search.
The search results grid appears. The imported claims have Status = Ready for Submission.
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FAILED: The Excel sheet contains validation errors or has an inappropriate format.
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Step 3b. Click Yes.
Validation Report dialog appears showing the description of all errors found.
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You need to resolve the errors according to their location and try uploading again.
Template
Use the following template to fill in claims:
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