Topic: I have many claims that need organizing and updating, i'm confused (From Mike)

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.

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 for a large range of dates,, and 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 on the Reports menu of Rxdme2 allows you to build a database of All claims for a range of dates, then sort this set of claims and search through it for reports and more. 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 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 leave the Transaction history menu and go to Utitlies menu and Export menu.
Once in the Export program, we select Export - Transaction history
Now we can click the Step 1 button to search for just the date range or procedure code or insurance plan we want.
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 find the fle you created , click on it and Excel should open.

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