axiUm – NEA Fast Attach The Integration has Arrived - Login

axiUm – NEA Fast Attach
The Integration has Arrived
Presented By:
Lauralynn Mealing, Exan Group
Play Nice
Why Integration
• Without integration, the NEA workflow is a
TAD clunky!
Attachments Defined
Why Electronic?
•
•
•
•
Reduce cost of mailing attachments
Reduce man-hours
Expedite claims processing
Improve collection rates
Workflow Defined
• In EDI Batch Window
– Sort by Procedure Code
Add Attachment Option
• Step 1
– Mark procedure as:
• Requires Attachment
• Identifies which line
items need
attachments
Sort by “Attach” Column
• OPTIONAL STEP:
• Possible to divide duties
– Staff #1-Send claims not needing attachments
in separate batch
– Staff #2-Work the claims requiring
attachments
Add Attachment Option
• Step 2
– Mark procedure as:
• Send For
Attachment
• Sends information to
NEA Application
Attachments “Pending”
• Status changes to “Pending”
• Indicates action required in NEA Application
The NEA Fast Attach Step
• Step 3
– Launch NEA
• Add attachments
• Links the
attachments to a
Reference Number
Launch NEA Application
• Icon on Windows Desktop
• Login with Facility ID
• Add individual NEA credentials
– Client can have multiple users
with access to NEA App
Working List
• All “Pending” items in axiUm will display in
NEA “Needs Attention – Add Required”
• Highlight claim, “Edit” button
Screen Capture
• Screen
Capture
is most
common
method
Click and Drag
• Switch to axiUm
• Locate/view
attachment
• Click and drag
Import and Define
• Import Image
• Define:
– Orientation: “The left side is the patient’s
right side” option.
– Date Taken: In this field, enter a date (e.g.
today’s date).
– Select Type: From the drop-down field select
an image type (e.g. Bitewing)
Next?
• Click Next to
save image
• Repeat to
attach
additional
images if
required
Save
• Click
“Save” to
finish
Ready to Send
• Status changes to “Ready to Send”
Add Attachment Option
• Step 4
– Mark procedure as:
• Update Attachment
Status
• Updates the status
to show which items
have attachments
Meanwhile…
Back in axiUm
• Right Click, “Update Attachment Status”
Attached
• Status changes to “Attached”
Viewing Details
• To view information being sent to with the
Electronic Claim Data
Viewing Details
• Electronic Attachment
• NEA Attachment Reference #
Add Attachment Option
• Step 5
– Submit the Claims
• Select All
• Submit
Available in Print Held
• Electronic attachments work with Printed
Claims too!
• Same options except NEA attachment
number appended to Printed Claim
Getting Started
• Available in axiUm version 6.01 and up
• Just another reason to upgrade!
Getting Started
• Use this presentation for Staff Training
• axiUm Portal Document
Configuration
NEA Help
NEA Integration Wish List
• Method to identify which procedures
require attachments per insurance
company?
• ??? Attachments for “P”, “C” or both?
• Other Suggestions?
How to Get It?
• Speak to:
– Special Coupon Code for new NEA purchases
How to Get It?
• NEA charges
– small software fee for initial purchase
– Small fee per claim
– Insurance companies pay a fee per claim as
well
THANK YOU