Getting Started

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Starting the Application

Once the Claim Master is installed, you can launch it from the "Start" menu:

Start arrow Programs (All Programs) arrow HIPAASuite arrow HIPAA Claim Master.

start
The HIPAA Claim Master is launched from the "Start" menu

The following screen will appear:

ui
The HIPAA Claim Master main window

Once the main program window is opeOnce the Claim Master is installed, you can launch it from the "Start" menu:

Start arrow Programs (All Programs) arrow HIPAASuite arrow HIPAA Claim Master.

start
The HIPAA Claim Master is launched from the "Start" menu

The following screen will appear:

ui
The HIPAA Claim Master main window

Once the main program window is opened, the normal operation now would be to open an EDI file. See:

ned, the normal operation now would be to open an EDI file. See:

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Familiarizing with the Interface

The Top Menu Bar

The menu bar at the top shows the following menu items:

File — Contains all file-related activities such as opening a file or opening a directory, printer selection, and exiting the program.
Forms — Lets you see and print all of the 7 different claim forms that the HIPAA Claim Master renders.
View — Gives you access to the built-in EDI Editor, and it lets you show or hide the info bar.
Search — Brings up the EDI search tool.
Database — Gives you access to database setup and the claim database. See Exporting the Data for details.
Logs — Lets you see the logs of file processing. See Accessing Daily File Log.
Setup — Gives you access to the different setup screens. See Configuring Program Options, Configuring Specific Options, Configuring Claim Forms.
Help — Shows the documentation and context sensitive help topics.

Note: There may be additional menu items if you have licensed modules. Each module adds a separate menu. See Enabling Application Components.

The Task Bar

The taskbar has the most important functions accessible through quick launch icons.

The Info Bar

The info bar is located in the left part of the interface. This panel displays the file information and has the "Run" button to start processing files. If you do not see the info bar, there is the "Info Bar" menu item that shows it (the last button located on the task bar also toggles the info bar). When you work with files, the info bar is indispensable, but when working with a database, it is optional.

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Processing an Entire Directory

You can process every file in an entire directory with the HIPAA Claim Master. This feature is very useful when processing through the Windows Scheduler. You can then have the HIPAA Claim Master process all the files in a certain directory and move them to a processed file directory in certain intervals.

Tip: The command line option can take a directory as input. The program decides whether the command line argument is either a file or a directory and processes accordingly.

Follow the instructions below to open a batch of EDI files located in one folder.

1. Make sure the "Output Mode" option is not "Screen." The Output mode defines the destination where the result file will be sent to. It does not make sense to open every claim in a directory one by one, so the directory processing is limited to "Print," "Image File" and "Data Import" option. The output modes are described in Processing an Electronic Claim.

Note: You cannot display a batch of EDI files on screen in a preview window, it is possible only for one file. See Processing an Electronic Claim.

output
The "Output Mode" options
2. Go to File arrow Open Directory in the main menu.

open-dir
The "Open Directory" menu

3. Browse for the folder containing EDI files. Click on that folder and then click "OK."

Note: Only claim files in "ANSI 837" format can be opened via the HIPAA Claim Master. The program will display an error message if you select a file in a different format.

open-folder
The "Browse for Folder" popup
4. Click on the "Run" button to send all files from the folder to the destination.

Note: The pre-defined settings will be applied. See also: Configuring Program Options.

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The "Run" buttons

You can see the current status at the bottom pane.

status-pane
The Status pane

The file counter located at the bottom of the Info bar provides you the information about the processed files in real time.

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The file counter at the bottom of the info bar
5. Once all files have been processed, the "Processing Results" popup will report the results of the operation.

processing-results
The "Processing Results" window
6. The number of processed files and records is displayed in the "Counter" pane.

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The "Counter" pane

command line option can take a directory as input. The program decides whether the command line argument is either a file or a directory and processes accordingly.

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Processing an Electronic Claim

Follow the instructions below to open a single EDI file and display its details on screen in easy-to-read table format.

1. Go to File arrow Open in the main menu.

open-file
The "Open" menu

Alternatively, click on the "Open Document" icon shortcut located on the program toolbar.

open-button
The "Open Document" button
2. Browse through the folders and select a file with .edi extension. Click "Open."

Note: Only claim files in "ANSI 837" format can be opened via the Claim Master. The program will display an error message if you select a file in a different format.

 
open
The "Open" window

3. Make sure the program tool bar is displayed in the left area. To display the left program bar with options, select View arrow Info Bar.
4. Select one of the following modes in the "Output Mode" box. The Output mode defines the destination where the result file will be sent to. In our example, we select the "Screen" mode.
Screen — This is a default mode. Select this option to display the EDI file on screen in a preview window.
Printer — This option allows to print the opened EDI file. See also: Selecting a Printer.
Image File — This mode mode creates TIFF or PDF file. Read more in Creating Image Files from EDI.

output-mode
The "Output Mode" options

Note: You can choose the Output Mode, but not the Claim Type. The claim type is determined by the EDI file. If you have the EDI exchange component licensed, you will have the option to run a HIPAA compliance check before processing a file.

Professional
Institutional
Dental
Reporting
5. The file is now open. Click the "Run" button to process the file. 

run-button
The "Run" buttons
6. When you click on the "Run" button, the file will be parsed and the information displayed. As in our example the output mode is "Screen," the claim is displayed in a separate window. See Displaying Claims.

edi-displayed
The display of an 837 EDI claim

If you choose an output mode other than Screen, you will see the hourglass mouse pointer until the parsing has been completed.

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Displaying Claims

After opening a file and leaving the default output mode "Screen", click on the "Run" button.

The form type is indicated in the left pane, under "Claim Type."

form-type
The Claim Type menu

Depending on the claim type (Institutional, Professional or Dental), a preview form will come up to display the claim in the standard UB92, HCFA-1500 or ADA2000 format.

prof
A professional claim form CMS-1500, the first page of two

inst
A institutional claim form UB04

dent
A dental claim form ADA2000

On the top of the preview form, there are three buttons:

Print — Directs the individual claim to the printer.
Next — Switches to the next claim.
Exit — If you click on "Exit," you will be presented with the following dialog:

next1
Choice between going to the next claim and stopping processing

You can go back to the preview form by clicking "Yes." Otherwise, click "No" to cancel the parsing. When you click "Cancel," the parsing engine is still moving through the EDI file until the end of the file is reached. Depending on the size of the file, this will take from few seconds to more than a minute. When the end of the file (EOF) has been reached, another dialog appears:

finished
The end of file (EOF) message

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Facsimile Mode

We developed the display forms of electronic claims with readability in mind and added dollar signs and commas to numbers, brackets and dashes to phone numbers, dots to diagnosis codes and slashes to dates to name some of those liberties we took. We also change fonts to get more information into a locator cell.

But strictly taken the medical claim forms as they were developed by the UB committee and CMS have precise description of the location of values in the forms. Since the forms were developed for DOT Matrix printers at 10 characters per inch, we end up with a maximum of 80 characters per line. This format has been used since the earliest days of tele-typing and computers. IBM standardized their punch card in 1928 to 80 character per line, most early computer terminals had a 80 columns by 24 rows display and printers and paper was geared to this format. There is also the well know UB format of electronic claims which consists of just saving the spool file to the printer for the UB92 form. Then it was easy to parse this file and import it into a database.

UP04 Proofs

Character Assignment for the UB 04 form

To emulate this formatting we developed the 'Facsimile' mode. In this mode the forms appear just as they would have been filled with a Dot Matrix printer on tractor fed paper.

Facsimile1

View of an Institutional claim in Facsimile Mode.

The image above shows a UB-04 in facsimile mode.

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Working with Multi-Page Claims

Professional claims with more then 6 lines and institutional claims with more than 23 lines do not fit on one form. The HIPAA Claim Master will display such claims on multiple forms. The header of each form will indicate that this is a multi-part document as well as which segment the present page is. The screen form has navigation buttons, so that you can page forwards and backwards through the claim.

navig
Navigating through multi-page claim. The page number is indicated

Only the line information will differ on each form.  The claim header information will be identical.  HIPAAsuite does not show page totals but will always display the claim total.

Multi-page claims will be printed on several sheets of paper.

The above figure also shows that this claim has additional info that does not fit on the UB04 and there is extra COB info.


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Printing Electronic Claims

If you want to print to a printer other than the computer's defined default printer, select the desired printer. See Selecting a Printer.

Note: The HIPAA Claim Master Version 4.0 onwards does not need anymore third party software for the creation of image files. Older versions of the HIPAA Claim Master needed to have the Peernet Tiff Image Printer or PDF Image Printer driver installed.

Follow the instructions below to print the Electronic Claim.

1. Open an EDI file or directory containing the EDI files in the HIPAA Claim Master. Read more in Processing an Electronic Claim, Processing an Entire Directory.

open-button
The "Open Document" button

open-dir
The "Open Directory" menu
2. Select the "Printer" option in the "Output Mode" block.

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The "Printer" mode
3. Click on the "Run" button.

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The "Run" buttons
4. The "Processing Results" window displays the report.

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The "Processing Results" window

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Requesting a Trial Extension

The HIPAA Claim Master comes with a free trial of 15 days. Once your trial period has expired, the application will stop working. There are limitations to the trial version; for example, you can only export the first 50 records of EDI files, and only 5 files per directory processing. We are sorry to have to limit the experience, but we had instances where organizations used the software for production purposes without purchasing it.

We do not mind extending your trial if you need extra time to evaluate the software. You will only need to send us the registration number and we will gladly give you another 15 day trial. If your trial time has expired and you wish to continue your testing of the software, please send an email to This email address is being protected from spambots. You need JavaScript enabled to view it. with the Registration number and we will give you a trial extension.

If you need to continue your trial of the product, follow the instructions below.

1. Launch the application.
2. Click on the "Ask for Trial Extension" button on the displayed window.

extens
The "Ask for Trial Extension" button

Tip: You can see the registration number in the lower left hand corner. This number is needed for the registration as well as trial extensions. It is unique to your computer and hardware. You can hover over the registration number and copy it to the clipboard, so that you can easily paste it into the email. This avoids human error. (The letter "O" is never used, only zeros.) Hovering over the number will give you the following floating menu:
ext
3. Clicking on the "Ask for Trial Extension" button will bring up the feature control window. 

feature
The "Features and Licenses" window
4. Select features you need and click on "Request Trial license."
5. An email to HIPAAsuite will be created. The message will contain the registration number so we can then create the extension key. For example, this will open Outlook with the following data inserted:
To: This email address is being protected from spambots. You need JavaScript enabled to view it.
Subject: [HIPAA Claim Master][123456789]: Request for Trial License Extension
Message: Volume ID: 123456789

email
The trial extension request email

6. The response from the support team should include an activation key.
7. Once you have the activation/unlock key, click "Register" on the program welcome window.

regiter
The "Register" button
8. Paste the activation key into the field on the Registration Form and then click "Register." 

Tip: The field is case-sensitive. The best thing to do is to copy and paste the License Key from our email.

reg
The "Registration Form" window with entered license key and highlighted "Register" button
9. The success message will appear in the "Result" border. You will see what components have been registered.

result1
The license activation result

Click "Close."
10. Once the license key has been entered, click "Try" on the welcome window to continue using the program for another 15 days.

try
The "Try" button

Once the product is registered with a permanent unlock code, future upgrades will find this key and install without user action.


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Enabling Application Components

With version 4.1 we split up the HIPAA Claim Master into components to make the product more affordable and to allow the customers to license only the features that they need. The following components can be licensed individually:

A base version that displays claims on the screen and prints them to paper.
Image file creation — See Creating Image Files from EDI.
Database integration — See Exporting the Data.
EDI creation — See Creating EDI Files.
Claim edit/entry — See Using the Claim Entry/Edit Function.

There is also the EDI Exchange module that works across all HIPAAsuite products and has a separate license so that it can be employed by multiple HIPAAsuite products without requiring to be licensed for each one.

feature
The "Features and Licenses" window

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Publish modules to the "offcanvs" position.