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 Subject :I have many claims that need organizing and updating, i'm confused.. 19-10-2009 10:26:12 
mikefeldman
Joined: 29-11-1999 19:00:00
Posts: 44
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We have updated the Import/Export/Purge Module for Rxdme2,
to get the update click this link

http://www.dmefreeserver.com/files/export217c.exe   

this was in response to a client request as follows

In many businesses there are claims with unknow dispositions, was it billed, was it paid, did we rebill it after denial etc.
You can use the reconcile system to identify what is out standing,, but what about other issues with claims.  Some people need a way to answer the question 'What is the status of that claim - billed, paid, denied, rebilled etc?'


The new function in Export module is the ability to export claim records from the Transaction History file to a spreadsheet file.  Why do we want this file if we use reconcile?   Becuase you may want a print out of everythng claim for a large range of dates,, and manually work the claims thru payment, ie
use the spreadsheet to mark, when it's submitted, when paid, when denied , etc.  Kind of like a worksheet to give you the confidence to know what the status of your claims are..


What happens,,,
The transaction history function is on the Reports menu of Rxdme2.  The transaction history allows you to build a database of All claims for a range of dates.  You can then view this set of claims and search through it for reports.   What makes transaction history so great is , it takes the 1500 form and recreates the claims in a separate file where all lines of the 1500 form are broken down or separted into their own procedure codes / claims.  Whereas rxdme2 holds upto 6 line items in one claim.  This breakdown allows you to search right down to the individual procedure code.

Here is an example;
In transaction history menu we start by clearing the Transaction history file
then we build the transaction history for a range of dates, lets use 01/01/2008 thru 12/31/2009.
We now have the file built, we can use the View transaction history to see what claims are in this range.

We can now leave the Transaction history menu and go to Utitlies menu and Export menu.
Once in the Export program, we select Export HISTORY FILE

Now we can click the Step 1 button to search for just the date range or procedure code or insurance plan we want.
To select all claims see note 1 below.
Once the claims are selected we can go to Step 2 to view them

Then Step 3 to export the data to a spreadsheet file.
You pick the fields to export, arrange their order and complete the export.
You then open the flie you created , click on it and Excel should open.

Now you have a spreadsheet you can sort, add columns and generally manipulate.

NOTE 1:
To search records so you pick all the records for the Export , do the following;
Click the button STEP 1
The Search Criteria window will come up
in the field labeled DOS (date of service) click the little Square button on the left side of this field.
a window appears to allow you to specific how you want to use this date; select > More than
Now click the Change button on the right
Enter the starting date (01/01/08 for this example)
Click Ok and then Click Ok
Now click Begin Search
the search will pick all claims who's dates of service is greater than 01/01/08  which is all.
You will see the results when you press STEP 2 button.

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