Link to manual on customizing
Link to manual on managing insurance claims
Link to manual on managing patient accounts
Link to manual on managing office reports
Link to manual on managing ehr charts
Link to manual on managing appointments
Link to manual on managing patient billing
link to manual on backup and restore data

SUBMITTING INSURANCE CLAIMS

Layout of the Claims Submission Window

1) Claims for each visit are listed in the grid. All outstanding insurance claims will be listed when entering this window.
2) Claims can be sorted by first or last name, visit date or insurance company by clicking on appropriate column title at the top of the grid.
3) The grid displays important information related to the claim and allows the user to either delete or resubmit claims
4) Electronic and paper claims can be grouped by selecting the appropriate buttons above the grid.
5) 15, 30, 60 and 90 day insurance aging report is generated by selecting the button labeled “View Aging Report”.
6) The button labeled “Generate Insurance Claims” will convert new insurance transactions into claims and list them in the grid.
7) Field labeled “Sent on this date” allows claims to be submitted on a specific date.
8) The “Send Claims” button converts un-submitted claims to a text file for uploading to any clearing house.
9) Un-submitted paper claims can be printed by clicking “Print Claims”.

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Submitting Electronic Claims

1) Click “Generate Insurance Claims” button to import all new insurance transactions into the “un-submitted” claims list. (NOTE: This may take a few minutes to complete; do not close the program.)
2) Click “Send Claims” button to create the text file of the claims for upload.
3) Close the window and login to your clearing house service. When your clearing house asks for the file created in step 2, go to the following directory, C:\Documents\WonderDoc\Administration\eclaims.txt
4)
Follow your clearing house steps to upload this file.

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Submitting Paper Claims

1) Click “Generate Insurance Claims” button to import all new insurance transactions into the “un-submitted” claims list. (NOTE: This may take a
few minutes to complete so do not close the program.)
2) Place HCFA 1500 forms in printer
3) Click “Print Claims” button
4) In the pop-up print preview window, click the print icon at the top.

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Searching and Sorting Claims

1) Click “Show All Paper Claims” to display all paper claims in the grid.
2) Display submitted and un-submitted claims clicking the drop down list labeled “Show”
3) Show claims for a specific insurance company by selecting the company from the drop menu labeled “All”
4) Sort patient names, dates, or insurance companies in ascending or descending order by clicking on the appropriate title in each column of the grid.
5) Group claims by patient name by typing the last name in the filter field labeled “Filter last name”

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Resubmitting Claims

1) Under the column labeled “submit”, check the box next to the claims you want to resubmit.
2) To check all claims in the submit column, click the button “select all visible”
3) To un-check all claims in the submit column, click the button “clear all visible”
4) Click the button “update submission status” to save settings.

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Regenerating Claims With New Information

(NOTE: follow these steps after you have made changes to claim information)
1) Use the tools at the top of the window to find claims based on patient name, insurance company, paper, or electronic status
2) Under the column “delete” in the grid, check the boxes next to the claims you want to delete.
3) Click “Delete Claims” at the bottom of the grid.
4) Click “Generate Insurance Claims” (The new modified claim(s) will appear in the un-submitted claims list)

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Printing Insurance Aging Reports

1) Select one of 4 radio buttons labeled 15, 30, 60 and 90 that represent the minimum number of days the claims are past due
2) Click the button “View Aging Report”
3)
Click the print icon at the top of the print preview window

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Layout of the Claims Submission Window

Layout of the Claims Submission Window

1) Claims for each visit are listed in the grid. All outstanding insurance claims will be listed when entering this window.
2) Claims can be sorted by first or last name, visit date or insurance company by clicking on appropriate column title at the top of the grid.
3) The grid displays important information related to the claim and allows the user to either delete or resubmit claims
4) Electronic and paper claims can be grouped by selecting the appropriate buttons above the grid.
5) 15, 30, 60 and 90 day insurance aging report is generated by selecting the button labeled “View Aging Report”.
6) The button labeled “Generate Insurance Claims” will convert new insurance transactions into claims and list them in the grid.
7) Field labeled “Sent on this date” allows claims to be submitted on a specific date.
8) The “Send Claims” button converts un-submitted claims to a text file for uploading to any clearing house.
9) Un-submitted paper claims can be printed by clicking “Print Claims”.

Back To Top

Functions of the Claims Submission Window

Submitting Electronic Claims

1) Click “Generate Insurance Claims” button to import all new insurance transactions into the “un-submitted” claims list. (NOTE: This may take a few minutes to complete; do not close the program.)
2) Click “Send Claims” button to create the text file of the claims for upload.
3) Close the window and login to your clearing house service. When your clearing house asks for the file created in step 2, go to the following directory, C:\Documents\WonderDoc\Administration\eclaims.txt
4)
Follow your clearing house steps to upload this file.

Back To Top

Submitting Paper Claims

1) Click “Generate Insurance Claims” button to import all new insurance transactions into the “un-submitted” claims list. (NOTE: This may take a
few minutes to complete so do not close the program.)
2) Place HCFA 1500 forms in printer
3) Click “Print Claims” button
4) In the pop-up print preview window, click the print icon at the top.

Back To Top

Searching and Sorting Claims

1) Click “Show All Paper Claims” to display all paper claims in the grid.
2) Display submitted and un-submitted claims clicking the drop down list labeled “Show”
3) Show claims for a specific insurance company by selecting the company from the drop menu labeled “All”
4) Sort patient names, dates, or insurance companies in ascending or descending order by clicking on the appropriate title in each column of the grid.
5) Group claims by patient name by typing the last name in the filter field labeled “Filter last name”

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Resubmitting Claims

1) Under the column labeled “submit”, check the box next to the claims you want to resubmit.
2) To check all claims in the submit column, click the button “select all visible”
3) To un-check all claims in the submit column, click the button “clear all visible”
4) Click the button “update submission status” to save settings.

Back To Top

Regenerating Claims With New Information

(NOTE: follow these steps after you have made changes to claim information)
1) Use the tools at the top of the window to find claims based on patient name, insurance company, paper, or electronic status
2) Under the column “delete” in the grid, check the boxes next to the claims you want to delete.
3) Click “Delete Claims” at the bottom of the grid.
4) Click “Generate Insurance Claims” (The new modified claim(s) will appear in the un-submitted claims list)

Back To Top

Printing Insurance Aging Reports

1) Select one of 4 radio buttons labeled 15, 30, 60 and 90 that represent the minimum number of days the claims are past due
2) Click the button “View Aging Report”
3)
Click the print icon at the top of the print preview window

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MANAGING INSURANCE EOB STATEMENTS

Adding Insurance Claims Check

1) Click “add new insurance distribution” at the top
2) Select the insurance company from the drop down list labeled “Company”
3) Type in the amount of the check in the field labeled “Amount”
4) Type in the check number in the field labeled “Check Number”
5) Select the date which the check was drafted.
6) Click “OK” when done

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Deleting an Insurance Claims Check

1) Find the check in the list of insurance distribution checks in the grid at the top of the window
2) Check the box in the column labeled “deleted”
3) Click update

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Posting Primary Claim Payment

1) Search for patient by typing last name in “Filter Last Name” box.
2) Select the date of service associated with payment,
3) Enter payment amount in “Distribution Amount” box, at the bottom of the window.
4) Click “Add Distribution” button at the bottom right.
5) Repeat these steps for each claim payment.
6) To post all claim distributions click “Commit” button.

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Managing Remaining Claim Balance

1) Any remaining amount will be displayed in the “Distribution Amount” field and the drop menu labeled “Type” will say “Write Off” or “Deductible Write Off”.
2) If patient has secondary insurance, the drop menu labeled “Type” will say “Generate Secondary Claim”
3) If some or all of the claim balance is the patients responsibility, confirm the amount in the field labeled “Distribution Amount” and select “Bill To Patient” in the “Type” drop menu
4) Click “Add Distribution”

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Managing Claims For “Deductible Visits”

1) Search for patient by typing last name in “Filter Last Name” box.
2) Select the date of service associated with payment.
3) Click “Add Distribution” button at the bottom right.
4) If insurance paid on deductible visit, type the payment in the distribution amount box.
5) Select “Primary Distribution” in the drop menu labeled type.
6) Click button “Add Distribution”
7) In the pop up window, confirm deductible has been met by clicking yes. (NOTE: This will change future visit to “Insurance Visit” type)
8) Repeat these steps for each claim.
9) To post all claim distributions click “Commit” button.

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Deleting Claim Payments

1) Click “Show All Companies” at the top of the Insurance Distribution window.
2) Select insurance company.
3) Type patients last name in the “Filter Last Name” field.
4) Click on drop down menu showing “Active” to the right of the window.
5) Select the “Paid” option
6) Select date of service
7) Uncheck the “Paid” check box.
8) Click “Update” button below grid
9) Change the drop menu on the right from “Paid” to “Active”
10) Select date of service
11) Check the deleted box in the grid labeled “Distributions for Selected Date”.
12) Click “update” button below grid

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Managing Insurance Payments

Adding Insurance Claims Check

1) Click “add new insurance distribution” at the top
2) Select the insurance company from the drop down list labeled “Company”
3) Type in the amount of the check in the field labeled “Amount”
4) Type in the check number in the field labeled “Check Number”
5) Select the date which the check was drafted.
6) Click “OK” when done

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Deleting an Insurance Claims Check

1) Find the check in the list of insurance distribution checks in the grid at the top of the window
2) Check the box in the column labeled “deleted”
3) Click update

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Posting Claim Payments

Posting Primary Claim Payment

1) Search for patient by typing last name in “Filter Last Name” box.
2) Select the date of service associated with payment,
3) Enter payment amount in “Distribution Amount” box, at the bottom of the window.
4) Click “Add Distribution” button at the bottom right.
5) Repeat these steps for each claim payment.
6) To post all claim distributions click “Commit” button.

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Managing Remaining Claim Balance

1) Any remaining amount will be displayed in the “Distribution Amount” field and the drop menu labeled “Type” will say “Write Off” or “Deductible Write Off”.
2) If patient has secondary insurance, the drop menu labeled “Type” will say “Generate Secondary Claim”
3) If some or all of the claim balance is the patients responsibility, confirm the amount in the field labeled “Distribution Amount” and select “Bill To Patient” in the “Type” drop menu
4) Click “Add Distribution”

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Managing Claims For “Deductible Visits”

1) Search for patient by typing last name in “Filter Last Name” box.
2) Select the date of service associated with payment.
3) Click “Add Distribution” button at the bottom right.
4) If insurance paid on deductible visit, type the payment in the distribution amount box.
5) Select “Primary Distribution” in the drop menu labeled type.
6) Click button “Add Distribution”
7) In the pop up window, confirm deductible has been met by clicking yes. (NOTE: This will change future visit to “Insurance Visit” type)
8) Repeat these steps for each claim.
9) To post all claim distributions click “Commit” button.

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Deleting Claim Payments

1) Click “Show All Companies” at the top of the Insurance Distribution window.
2) Select insurance company.
3) Type patients last name in the “Filter Last Name” field.
4) Click on drop down menu showing “Active” to the right of the window.
5) Select the “Paid” option
6) Select date of service
7) Uncheck the “Paid” check box.
8) Click “Update” button below grid
9) Change the drop menu on the right from “Paid” to “Active”
10) Select date of service
11) Check the deleted box in the grid labeled “Distributions for Selected Date”.
12) Click “update” button below grid

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See a 5 Min. DemoWATCH HERE