InstaClaim 3 Settings

InstaClaim™ 3.x  Settings Window

General Information:
Information entered on the [Settings] screen is considered GLOBAL.  This means that settings made here determine many of the features and inner workings of InstaClaim.  It also controls what is pre-filled or entered when creating a new patient and on the first claim entered for that patient. 

The choices and settings selected here can assist you in functions or tasks that you use most frequently.  This can minimize the necessity of typing the some of this information in later.

Please Note:  The numbers shown on each screen shot are used as reference points and do not appear on the actual InstaClaim software.

Quick Help:  Hover over a selection / option or click on it and the QuickHelp for that item is displayed on the left side of the screen.  This Quick Help offers suggestions and some guidelines.

Online Help:  If you have access to the internet, this button links to our online helpdesk where you can find further assistance 24 hours a day / 7 days a week.

[Close] Button:  Click this button to save your settings and return to the main window.

NOTES: [CLOSE] BUTTONS: All windows (except the main window) have a [close] button, which takes you to the previous window.   The main window,  has an [Exit] button to close the program. SAVING INFORMATION: The [Settings] window is the only window that does not automatically save as you enter new information or make changes.  It only saves when you [close] the window.  All other windows in InstaClaim save as you enter the data. CIRCLED Numbers on the Screen Shot Examples:  Numbers after each line or box correspond to the individual boxes on the CMS 1500 claim form.

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                  "Claim & Ins. Carrier" Tab                 

NOTE:  ALL of these options may also be set for a specific insurance carrier in the [Tools] Section ( go to [Edit Lists] then [Insurance Carriers]).  If an insurance carrier has settings that would be different than the global settings made here, it is recommended that you change their specific settings through the [Insurance Carriers] window.

 

 

 

 

 

 

 

 

 

 

 

 

 

1-   Gives choice of old and new form.  Choose New.  Unless you are an old customer and have customers that you originally turned in a claim on the old form, you will really never need to change this setting.
2-   Date depends on your carriers.  Choose the format used most frequent
3-   Decimals also depends on your carriers.  Choose the format used most frequent
4-   Phone # dashes depends on your carriers.  Choose the format used most frequent 
5-   You probably want to check this one unless you really have a lot of secondary insurances that you bill.
6-   You probably want to check this one unless you usually include the lab expenses or the majority of your insurance carriers want the zeros to show in this location.
7-   You probably want to leave this one unchecked unless you generally include lab fees in your total billing on a claim.
8-   Most Carriers don’t want this one checked.  If the majority of your carriers do want it, then check it.
9-   Choose the date format used most frequent
10- Most Carriers prefer to have this box checked:
              Checked = per unit charge will print on each line 
              Unchecked = Total charge will print on the line
11- Check this box if you need to accept assignment however, most providers/suppliers prefer to accept assignment on a case-by-case basis.  If you are required by a specific carrier to accept assignment, go into [Edit Lists], [Insurance Carriers] and change the setting there on an individual carrier basis.  You can always change claims individually as you enter a claim.

         "New Claim" Tab         

 

 

 

 

 

 

 

 

 

 

 

 

 

 

NOTE Highlighted items above:
• ? – Click the question mark to open a select/edit Window to select the correct information required for this entry
• X – Click the X to delete the information in this box.  Selecting a new name will change all of the information without having to delete it first.

1-   You have three choices: Choose the one that will be used on the majority of NEW Claims.
       a- Blank, 
       b- Carry forward (Originally entered on the Patient Info screen and carried forward from claim to claim)
       c-  Date printed
2-   Check here if you want the Diagnosis information to carry over from the last claim for this patient to the new one you are creating.  This is a good idea if most of the information for this patient is generally consistent on each visit.
3-  Check here if you want the Procedures information to carry over from the last claim for this patient to the new one you are creating.  This is a good idea if most of the information for this patient is generally consistent on each visit
4-   If you check no, the default will be blank.  This works best, for example, if you enter all claims on Friday of each week.  If you check yes, you have two choices:
      Today = if you generally enter the information on the same date that you see the patient
      Yesterday = if you generally enter the information on the day after you see the patient
5-   Most generally whole numbers are fine.  However, there are instances where it may be necessary to use decimals such as 1.5 for 1 and ½ units.  This is the only place to change this option.  If you only need it for one claim, you may have to change it here, print your claim and then change it back to the option you use most.
6-   If you want to print the Sig. of the Physician, you need to click on the ? and select the correct signature.  If it is not on the list, you can add it now and then select it.  Some clients have found that the SOF (which is acceptable by some carriers) is better printed by a few leading spaces rather than printing it right on the line.  Just click on the space bar a few times and it will move it over a bit. 

Make sure that you click on the box below the signature, if you want it to automatically be entered on each new claim.  It is circled in red.

7-   Click on the ? to take you to the select window.  Select the name you use most frequently.  If it is not on the list, add it now and then select it.  Other ID—This information depends on each carrier and what information they are requiring.
8-   Click on the ? to take you to the select window.  Select the name you use most frequently.  If it is not on the list, add it now and then select it.  Other ID—This information depends on each carrier and what information they are requiring.

          "Printing" Tab         

Note:  Remember these are global settings, choose the choice you use most often.

 

 

 

 

 

 

 

 

 

 

 

 

 

NOTE Highlighted items above:
• ?/w folder – Click here to open a select/edit Window to select the correct information required for this entry

1-   Check here to accumulate claims in a batch to print all at once.  Use this only, if you print after all the data entry is done rather than printing each claim as you finish it.
2-   Enter the number of copies you want to print of each claim.
3-   Check here to print the insurance company address in the upper right corner of the claim
4-   Check here to remind you to put claim forms in the printer before printing.
5-   Check here to show the printer control window before you print.  This allows you to make sure you have chosen the right printer for printing claims.  If you have problems with printing, check this first to make sure you are printing to the right printer.
6-   Choose the font that you want to use for printing claim forms
7-   Check here only if you wish to do electronic claims.
8-   Click the ?/w folder to choose the folder you wish to save the electronic batch file to.  Remember this location, as you will need it when you get ready to upload the file to your chosen Clearing House.  The default locations are:   
     Windows XP: c:\program files\instacode products\instaclaim3\printtofile\name of electronic file
     Vista/Windows 7: c:\instaclaim3\printtofile\name of electronic file
9-   You may enter any notes that you want to show on every patient statement that you print
10- This choice affects the reports section and how the print button works.  Click the download arrow to choose which default option you want to use when you click print on the report window.  You have the choice of Print, Preview, or CSV File.  Remember this is the default choice.  You can change it on the report window to complete whatever task you need for that particular claim.

          "Printing 2 & Security" Tab:         

 

 

 

 

 

 

 

 

 

 

 

 

1-   This section is for printing Your Practice Name and Address on the patient statements and receipts.
       Enter the Practice name in the top box.
       Enter the practice address.  Only 4 lines will be displayed.
       It will actually print the Practice Name plus 4 more lines for the address.

2-   Check this box to encrypt files when InstaClaim is closed. 
VISTA users, this option is grayed out. If you are upgrading and it was already checked in the old version, it will be grayed out and you won’t be able to use it.  Vista conflicts with the encryption process in version 3.3 or earlier and you will experience problems if it is turned on. See the important note for good news...

Important NOTE: InstaClaim 4.0 has enhanced encryption for greater data security. CLICK HERE to join the upgrade notification mailing list.

Password:  You may enter a password that will be required each time you open InstaClaim.  If you forget your password, you can call InstaCode and request a temporary password.  This password will be good until midnight.  Enter it and then go to the Security Tab to change it to something that you can remember.