To import claims, please follow the below steps,
Step 1. Select Claims > Import claims from the application menu.
A windows 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.
Step 2. Select the excel sheet you would like to import and then press Open.
SUCCESS: If 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) into the database along with the total value of all claims imported.
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.
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.
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.
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.
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.