Configure Claim Settings for Users

The Claim Settings for User contains options that will apply to your user account.

Claim Print Settings

This setting allow users to set the default margins to use when printing the CMS-1500 (Professional Claim) and the CMS-1450 (Institutional Claim).

Any open print tabs will need to be closed and re-opened after making changes to the Claim Print Settings. 

  1. Use the arrows to set the margins to use when printing claims on the CMS-1500 claim form.

    1. Left margin: The number in this field indicates the horizontal spacing that will be used when you print HCFA forms. To move to the right, increase the number in this field to add space to the beginning of the line. To move left, decrease the number to delete space from the beginning of the line.

    2. Top margin: The number here indicates the vertical spacing used when printing HCFA forms. To move up, decrease the number to remove space from the top of the page. To move down, increase the number to add space to the top of the page.

  2. Use the arrows to set the margins to use when printing claims on the CMS-1450 (UB-04) claim form.

    1. Left margin: The number in this field indicates the horizontal spacing that will be used when you print HCFA forms. To move to the right, increase the number in this field to add space to the beginning of the line. To move left, decrease the number to delete space from the beginning of the line.

    2. Top margin: The number here indicates the vertical spacing used when printing HCFA forms. To move up, decrease the number to remove space from the top of the page. To move down, increase the number to add space to the top of the page.

  3. Click  Save.


Claim Default Settings

Set User level Claim Default Settings by selecting Yes or No to the available claim settings:

  1. Show a warning when creating a new claim that is a duplicate of an already entered claim based on the patient, procedure codes, and date of service? 

    1. If set to Yes, a warning will pop up if you’re creating a duplicate claim.

  2. Notify me when a claim has been accepted after being submitted via Real-Time Claim Submission (RTCS)? 

    1. If set to Yes, a pop up will appear after a claim has been submitted using RTCS letting you know the claim was accepted by the clearinghouse.

  3. Automatically populate patient's default procedure codes on new claims?

    1. If set to Yes, the claim will be created based on the patient’s default procedure codes. Please reference our Claim Defaults Help Article.

  4. Automatically populate patient's default diagnosis codes on new claims?

    1. If set to Yes, the claim will be created based on the patient’s default diagnosis codes. Please reference our Claim Defaults Help Article.

  5. When creating a new claim, update the patient's default procedure and diagnosis codes with the information entered on the current claim? 

    1. If set to Yes, the system will take the codes entered on the claim and set them as the patient’s default procedure or diagnosis codes.

  6. Automatically populate patient's default authorization information on new claims? If disabled, the authorization can still be copied or entered manually on the claim. 

    1. If set to Yes, the claim will populate with the patient’s default authorization information.

      If disabled, an authorization can still be copied or entered manually on the claim.

  7. Show confirmation when manually copying a patient's authorization onto a claim which already has an authorization # populated for that insurance policy? 

    1. If set to Yes, a pop-up window will appear if you are editing a patient’s authorization.

  8. Show prompt to set the Admission Code with the same value as the Principle Diagnosis Code when creating institutional claims?

    1. If set to Yes, a pop-up window will appear when adding an Admission code asking if you would like to set the same value as the Principal Diagnosis code.

  9. Show Durable Medical Equipment (DME) fields on the claim screens? The DME fields include the Sales Rep and initial deliver date are not submitted on the claim.

    1. If set to Yes, the Sales rep and an initial delivery date will display. These fields are for reporting purposes only; they are not submitted on the claim.

  10. Show Chiropractor fields on the claim screens? The Chiropractor fields can be accessed via the "Chiro" button on a particular charge when enabled. 

    1. If set to Yes, a “Chiro” column will be available to add information related to services under the Charges tab.

  11. Show Inventory fields on the claim screens? The Inventory code can be entered for a particular charge when enabled. 

    1. If set to Yes, an additional column will be available under the Charges tab. Please see the Inventory Codes Help Article for more information.

  12. When creating a Professional claims, default the Homebound (patient that is unable to leave their residence without assistance) option to "Yes". 

    1. If set to Yes, the Homebound option will default to “Yes” for all new professional claims. This is a helpful option if most of your visits are home visits.

  13. Show the gestational age next to the populated Last Menstrual Period field in the Claim section?

    1. If set to Yes, the patient's gestational age will populate from the last menstrual period field in the claim.

  14. Click  Save.