EZ-CAP Tips & Tricks Presented by: James Bryan Co-Presenter: Praveen Maturi
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EZ-CAP Tips & Tricks
Presented by:James Bryan
Co-Presenter:Praveen Maturi
EZ-CAP Tips & Tricks
System Wide Tips
Claims/Authorizations
Eligibility
Providers/Vendors
Payment
Reports
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System Wide Tips
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System Wide Tips
• Obtaining license information is just one click away.
System Wide Tips
• Collapse Main Menu for more real estate
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System Wide Tips
Toolbar
• Same toolbar on all screens, easy usability
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Audit Trail
• Enable modules as needed for tracking (add/edit/delete)
NOTE: with this enabled DB size will grow
System Wide Tips
Shortcut Keys
• Ability to open/close screens using shortcut keys
Toggle between screens (F11/F12 keys)
Quick Search on ALL screens
• _ can be used as a wildcard
Query Builder on ALL screens
Fields in blue font are “indexed”meaning faster search
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System Wide Tips
Hyperlinks
• Easy window to screen from within other main screensMembers, Providers, Authorizations, Claims, Customer Service,and Case Management
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System Wide Tips
Setup additional UDF fields as needed
• Members, Providers, Auths, Claims (P/H), and Case Management (20 per screen configuration)
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System Wide Tips
“Window To” menu – a simple right click away.
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System Wide Tips
EZ-HELPThis option provides the EZ-CAP User Manual for easy access to commonly asked questions
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System Wide Tips
Default QuerySetting up a default query will save time and keystrokes!
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System Wide Tips
Default QuerySetting up a default query will save time and keystrokes!
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System Wide Tips
Forgot Password Recovery QuestionEZ-CAP contains a Forgot password help feature. This feature provides a recovery question in an attempt to remind the User of their password.
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System Wide Tips
Enhanced Password ConfigurationAdministrators can now configure more EZ-CAP password options
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Claims/Authorizations
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Copy Claim or Auth No to Clip Board
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Claims/Authorizations
Claims/Authorizations
List view Display• The list view data is available in both Claims and Auths
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Claims/Authorizations
Hot Key to Release Claims to A/P
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Claims/Authorizations
Apply Adjustment Codes w/o editing the Claim
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Claims/Authorizations
Price ALL Detail Lines w/o editing the Claim
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Claims/Authorizations
Claim and Auth Grid Setting• Adjust columns in the detail grid
• Saved at the User level
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Claims/Authorizations
Detail Quick Entry• Available when adding a NEW claim record
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Claims/Authorizations
Refresh Grid & View Claim Details
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Claims/Authorizations
Fee Schedule ID displayed on Claim Detail
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Claims/Authorizations
Pend Claims at the Fee Schedule Level
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Claims/Authorizations
Customer Service icon indicates an incident for the Claim
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Claims/Authorizations
Workflow
• Route Single record or Batch of Records
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Claims/Authorizations
Workflow
• Route Single record or Batch of Records
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Claims/Authorizations
Claims Auto Adjudication• Ability to adjudicate claims based on defined Criteria
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Claims/Authorizations
Claim Re-Pricer• Allows a user to re-price a group of claims
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Claims/Authorizations
Retro Rate Adjustment
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Claims/Authorizations
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Retro Rate Adjustment
Retro Rate CAN be applied for:
Regular status 9 claims
Multiple rate adjusted claims
Previously Reversed Claims
Partially Paid Claims
Claims/Authorizations
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Retro Rate Adjustment
Retro Rate CAN NOT be applied for:
Inloaded Paid Claims
Denied Claims
Negative Status 9 Claims
Auto Adjudication Rules will NOT pick up status 7
Claims/Authorizations
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CARCs AND RARCs
Claims/Authorizations
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CARCs AND RARCs
Claims and Encounters > HIPPA Codes Sets
Table comes preloaded with the ability to add
Claims/Authorizations
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CARCs AND RARCs
Joins CARC to the RARC
Comes preloaded and has the ability to add.
Eligibility
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Eligibility
Global Search• The ability to search globally, across ALL Companies
• Termed Members will be displayed in red
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Eligibility
PCP Hyperlink• View Provider details with a single click
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Eligibility
EZ-Alerts• Special notes that can be viewed in EZ-NET when configured
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Eligibility
Show EZ-Alert as…• Alert - Select this radio button to set EZ-Alert to pop up anytime this
member is used in another record, i.e. claims auths, etc.
• On Demand - Select this radio button to set EZ-Alert to be available On Demand meaning that the user will see an icon if there's a notification attached, but they have to choose to reference it.
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Providers/Vendors
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Providers/Vendors
View ALL Provider Fee Set Assignments
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Providers/Vendors
Vendor EOB Options• Ability to send paper and/or electronic EOB’s
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Providers/Vendors
EFT• Selecting this enable the EFT process
• A default banking record must exist
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Payment
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Payment
EFT• Ability to forgo the creation of a paper check and instead provide
payment by means of an Electronic Funds Transfer or EFT
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Payment
Void posted EFT’s• As with paper checks, you have the ability void an EFT payment.
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Reports
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Reports
Custom Report• Allows Users to view Custom Reports w/o having Crystal Reports
installed
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Reports
Preview Custom Report
• User must be configured as a Report User
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Questions?
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Thank you!
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