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Speedy Claims CMS 1500 Manual

1. eese scere eene nennen nennen nnn 44 Index 47 2009 SpeedySoft USA Inc Foreword Foreword This is just another title page placed between table of contents and topics 2009 SpeedySoft USA Inc Top Level Intro This page is printed before a new top level chapter starts NUS Speedy Claims CMS 1500 Manual 1 1 First Steps Registration Registration When you first open the software you will see a Registration Notice Popup ou have B days remaining to register thie product If you have not already purchased the software you can click on the Purchase button to go to our website and purchase it If you have purchased it already but want to wait until later to register click on the Register Later button Click on the Register button to begin the Registration process Serial Mumber C Please enter the Serial Number 7 fron your Vendor in the space gt below Sernal Number Enter the Serial Number you received when you purchased the software and click Continue You must be connected to the Internet at this point to finish registering You will see the following screen 2009 SpeedySoft USA Inc except the fields will be empty HF Ontine Registration BAX Please Enter your contact infomation This information will only be used to notify you when product upgrades are available First Mane Dan Last Name Ferrine Emad Address Jan speedysoftusa com Pho
2. 3 2 4 2 4 1 Place of Service Code List Place of Service Code List Place of Service codes are used in Block 24b of the claim form This code list will help you determine the correct Place of Service code to use for your practice Once you determine the correct code to use you can set it to fill in Block 24b by default whenever you start a new claim Default settings are done in the Settings menu under the Set Up button in the Vertical Menu Alternatively you can double click inside Block 24b to bring up this list and choose a Place of Service dl CMS 1500 File Edit View Help de CE e Claims Place of Service Look For In Code Find Now T ables nm Office E 12 Home AE Mobile Unit E 0 Urgent Care Facility Al 21 Inpatient Hospital Code 11 Marne Office Description Location other than a hospital skilled nursing facility SNF military treatment facility community health center State or local public health clinic or intermediate care facility ICF where the health professional routinely provides health examinations diagnosis and treatment of illness or injury on an Set Up Button Set Up Set Up When you first start the Speedy Claims you will see a pop up window asking if you want to go to the setup page Choose yes This page is where you set your preferences and input your default Provider information You can save the data at any time by clicking on the Save icon 2009 SpeedySoft USA
3. Inc Using the Vertical Menu a Save Box 24 Total Charges Total Charges WITH Multiplied Days or Units C Total Charges WITHOUT Multiplied Days or Units This option controls whether Box 24F Charges is multiplied by Box 24G Days or Units to produce the Total Charge in Box 28 Most carriers will accept claims with Charges multiplied by Units but some do not Box 246 Place of Service Default Place of Service m Office This option allows you to set your default Place of Service code Your choice will automatically populate Box 24b on the form Box 25 Federal Information Tax ID Number C SSN EIN Choose the appropriate option and fill in the blank with the provider s SSN or EIN This data will automatically populate Box 25 on the form Box 31 Physician s Signature Signature on File sor Either leave this blank or type Signature on File or SOF This data will automatically populate Box 31 on the form Box 33 Physician s Supplier s Billing Information Marne o Phone X Address MPI Number PO City State Nom PIED Zip Code PO Fill in with the appropriate data This data will automatically populate Box 33 on the form NOTE The Other ID is a payer assigned unique identifier and may change depending on to whom the claim is being submitted Insert your most commonly used Non NPI ID here and change on the form as needed Alternatively you can leave this field blank an
4. progressively farther and farther off alignment vertically then this is the tool to use 2009 SpeedySoft USA Inc 36 Speedy Claims CMS 1500 Manual Vertical spacing All Text Expand D Contract If the text is correct at the top of the page but too high at the bottom then you will Expand the spacing If itis too low at the bottom of the page you will Contract the spacing Each click of this tool will move the bottom text approximately 05 inches Five clicks will move the bottom text about 1 4 inch The Carrier Text Tool The Carrier Text tool can be used to help align the insurance name and address with your window envelopes or in case it does not line up correctly on your page D gt plo Lal Text 0 This tool works exactly the same as the All Text tool but it only moves the Insurance Carrier text The Bottom Row Text Adjustment Tool The Bottom Row Text Adjustment affects Boxes 31 32 and 33 only If the bottom lines are a little crowded then using this tool will help Bottom Row Text Adjustment Reduced Font Reduced Spacing E Reduced Font amp Reduced Spacing e Reduced Font Prints the text in font size minus one e Reduced Spacing Shifts the text up one unit per line i e the first line is shifted up one unit the second line two units etc e Reduced Font amp Reduced Spacing Both The Text Font Tool The Text Font tool will allow you to change the printer font to any font face size and style av
5. G P O BOX 830650 BIRMINGHAM AL 35283 06 HEALTHSPRING P O BOX 20000 NASHVILLE TN 37202 HEALTHSPRING REMITTANCE P O BOX 20000 NASHVILLE TN 37202 HUMANA P O BOX 14610 LEXINGTOM KY 40512 46 JINSUREX P O BOX 41779 MEMPHIS TM 38174 177 MAIL HANDLERS P O BOX 44242 JACKSONVILLE FL 32231 42 MEDICARE P O BOX 1465 NASHVILLE TN 37202 Mame AETNA Phone 877 402 8742 Address P O Bow 14079 Ciby LEXINGTON State Ik Y zip Code 40512 4079 Changed By Date e Add Insurance Company To add a new Insurance Company simply click the New icon fill in the relevant data and click Save e Edit Insurance Company To edit the Insurance Company data select the Insurance Company from the list change the data and click Save e Delete Insurance Company To delete a Insurance Company from the system select the Insurance Company from the list and click the delete icon e Export Insurance Company Data You can export the Insurance Company list for use in another program if you wish Simply click on the export icon and select the format you want to use O 2009 SpeedySoftUSA Inc 0 000 _ 24 Speedy Claims CMS 1500 Manual 2 2 4 Exporting DataSet m l Microsoft Excel i HTML A A A Microsoft Excel Text Rich Text Provider Table Provider Table You can Add Edit Delete and Export Billing Provider data from this screen Data from this screen fills Block 33 on the form fe CMS 1500 File Edi
6. Microsoft Excel Cancel HTML Microsoft Excel Text Rich Text Comma Separated Text T ab Separated Text Cl d 2 2 3 Insurance Table Insurance Table You can Add Edit Delete and Export Insurance Company data from this screen Data from this screen fill the insurance address information at the top right of the form O 2009 SpeedySoft USA Inc Using the Vertical Menu ll CMS 1500 File Edit wiew Help B lie v amp 9 x Mew Delete Claims Insurance Tables fs Patients Look Far In Name d Find Now name faddess city State Zip Code agria Pio BO 14079 LEXINGTON KY 40512 401577 402 0742 AETNA P O BOX 1125 BLUEBELL PA 19422 800 624 0756 E 4 AMERICAN HEALTH GROUP 1P 0 BOX 1500 MAUMEE OH 143537 4 AMERICAN POSTAL WORKERS P O BOX 967 SILVER SPRINGMD 20910 Een BcBs 801 PINE STREET CHATTANOOGZTM 37402 25 BEECH STREET P O BOX 853925 RICHARDSON TX 75085 39 BEECH STREET P O BOX 23759 COLUMBUS SC 29224 37 BENEFIT PLANNERS P O BOX 690450 SAM ANTONIO TX 78269 04 BETTER HEALTH PLANS P O BOX 1028 MONROEVILLE PA 15146 51 CHESTERFIELD RESOURCES P O BOX 1884 AKRON OH 44309 cama P O BOX 9387 SHERMAN TX 75091 9 FEDEX c o TENNESSEE HEALTIP O BOX 3490 JACKSON TN 3830334 FORTIS P O BOX 624 MILWAUKEE WI 53201 06 GEHA P O BOX 4665 INDEPENDENCEMO 64051 46t cur deas HEALTH CHOICE P O BOX 39710 COLORADO SPICO 80949 39 HEALTH CHOICE C O MSA
7. Speedy Claims CMS 1500 Manual 2009 SpeedySoft USA Inc Speedy Claims CMS 1500 User Manual The Speedy Claims for CMS 1500 software is very easy to use This manual will show you how to most effectively use it to save you time Speedy Claims CMS 1500 Manual 2009 SpeedySoft USA Inc All rights reserved No parts of this work may be reproduced in any form or by any means graphic electronic or mechanical including photocopying recording taping or information storage and retrieval systems without the written permission of the publisher Products that are referred to in this document may be either trademarks and or registered trademarks of the respective owners The publisher and the author make no claim to these trademarks While every precaution has been taken in the preparation of this document the publisher and the author assume no responsibility for errors or omissions or for damages resulting from the use of information contained in this document or from the use of programs and source code that may accompany it In no event shall the publisher and the author be liable for any loss of profit or any other commercial damage caused or alleged to have been caused directly or indirectly by this document Printed February 2009 in whereever you are located Special thanks to Publisher SpeedySoft USA Inc To our users Thanks to all of you who have given suggestions over the years on how to make the software
8. You have two options for printing your claims e You can print your claims onto the standard OCR red form e You can print your claims onto plain paper This option prints the form and the data in black You can set you option in the Set Up menu under the Settings button Printing can be done claim by claim as you create them or you can print them later from the Claims List If you print a claim when you create it the claim is automatically saved to the Claims List Alternatively you can save the claims as you create them and batch print them at a later time Open the Claims List found under the Claims button in the Vertical Menu Select the claim you want to print from the list by left clicking on it once Then click on Print You can select multiple claims to print at the same time by holding down your Ctrl key while selecting the claims from the list When you click on the print icon the printer dialog box opens Print CMS 1500 x Properties Printer Make Default for CMS 1S00 Printing Currency Punctuation Copies 1 ae Show Punctuation Iv Number of copies Form Printer Settings Cancel If you have any alignment problems the Form Printer Settings button in the lower left corner of the dialog box is where you go to fix them Printer Alignment Guide Printer Alignment Guide If your printer does not line all the data fields up correctly with the standard OCR red forms there are a few simple steps you
9. ailable on your computer Text Font 10 pt Arial Modity The default is 10 pt Arial and this font works for nearly all printers Restore Tool Once you have everything printing the way you want it to be sure to click the Save all settings box The software will then always print using your settings and you will not have to reset them every time you print Restore Defaults Restore Saved Clicking on Restore Defaults will reset the settings to 0 Clicking on Restore Saved will reset the settings to your saved settings Dot Matrix Printers A common problem with dot matrix printers is that their default settings do not allow them to print close to the bottom of the page and parts of Boxes 31 32 and 33 will not print In this case you must find the default setup for your printer and change the setting 2009 SpeedySoft USA Inc Printing Claims Occasionally dot matrix printers will override the software settings and use their default font and spacing settings throwing off the print In this case again you must find the setup for your printer and allow it to be software controlled 2009 SpeedySoft USA Inc Top Level Intro This page is printed before a new top level chapter starts _ 40 Speedy Claims CMS 1500 Manual 4 4 1 4 2 4 3 Electronic Claims Why Use Electronic Claims Why Use Electronic Claims The object of electronic billing is to eliminate paper generated medical claims to submit clean
10. better It is because of you that we are now the Market Leader in CMS 1500 Form Filler Managin Editor ee software Dan Perrine Technical Editors T Paul Szczesniak Dan Perrine Table of Contents Foreword 7 Part I First Steps 10 1 Registralon nes en 10 2 Set UD 12 e UD ins a a ee a nee a ENa arei 13 Part Il Using the Vertical Menu 16 MEC Unci n Mee iii 16 O 16 Claims LIST 17 2 Tables BUON u ee nn ee ne eee me eue 18 Palient MI n 19 ax re RE PP Vehs de 20 Insurance Table a 22 Provider Tal nieder 24 Referring Provider Table viciosos sen 25 3 COS 18 110 pet AS Risa 27 Diagnosis Gode List u neben 27 Procedure Code List 28 Place of Service Code List eiii eie i oe eie Ces ee ce coo y agna na E CER ER gan eR Hanne 30 A Se UD BUON cR 30 me mm oS ee imc scs adds P EE Pee ee TM M TC DNE 30 Part Ill Printing Claims 34 A ce tetas see neun na ea pa ala et ae El ce allen 34 2 Printer Alignment GUI io 34 Part IV Electronic Claims 40 1 Why Use Electronic Claims 40 2 Upgrading to Electronic Claims le 40 3 Step One Creating a Batch Folder cccccsssssssssecesessessseeeeesseeeseseeeeeseneeesseeessseeesnees 40 4 Step Two Creating a Batch File 2 20000nnn 0000000nnnnnnnnnnnnnunnnnnnnnnnnnnnnnnnnnnnnnnnnnn nn 42 Part V Support 44 1 SRREGISTFATION Problems 44 2 Deregistering Moving the Program
11. can take to align the software to your printer We created the Form Printer Settings program to make it easy for you You can access the program by choosing a form to print then selecting the Form Printer Settings button in the lower left of the printer dialog box We will discuss using the All Text Carrier Text and Vertical Spacing tools first as these three solve 90 of all alignment problems 2009 SpeedySoft USA Inc Printing Claims 35 CMS 1500 Form Printer Settings Text Alignment Text Font a 10 pt Arial NC ENS Bottom Row Text Adjustment Carrier Text Default isi Save all settings All Text Vertical spacing All Text Expand D Contract Restore Default Restore Saved The All Text Tool The All Text tool as it s name implies will move all the text on a form an equal amount in one direction or another For instance if all of your text was printing a little low on the page then you would select the up arrow under All Text to move the text upward on the page as in the example here rent Ajo gt 5 gt Each click of this tool will move the characters approximately 02 inches Six clicks will move the text about 1 8 of an inch which is about equal to one character width or height You can move the text either left or right and either up or down on the page The Vertical Text Tool If your printer starts the top of the form correctly but the text gets
12. d fill in on the form as needed 2009 SpeedySoft USA Inc 32 Speedy Claims CMS 1500 Manual Default Print Type C Print Red Uses Red CMS 1500 Form Print Black Uses Blank 8 5 x 11 Paper Choose Print Red if you print your claims onto the Red CMS 1500 form Choose Print Black if you wish to print the data AND the form onto blank paper NOTE Most carriers will not accept forms that are not printed on the official Red CMS 1500 form Derault Form Type f CMS1500 Pre October 2006 fe CMS1500 You can choose which CMS 1500 form to display here This setting affects both the form displayed and the ECH Print Image form if you are using the electronic claims module Program Update Option Perform Upgrades Automatically Ask Before Performing an Upgrade f Dont Perform Automatic Upgrades Updates to your Speedy Claims are free This option tells Soeedy Claims how you want to perform the updates If you choose to not perform automatic updates you can update by clicking on Check for Update under the Help Menu You must be connected to the Internet and online to receive updates Tables Codes Setup You can return to the Setting screen at any time by clicking on the Setup Button in the left hand vertical menu bar 2009 SpeedySoft USA Inc Top Level Intro This page is printed before a new top level chapter starts 34 Speedy Claims CMS 1500 Manual 3 2 Printing Claims Printing Printing
13. dually by clicking on File then New clicking on the New icon or by using your Ctrl N keys This will bring up the input fields at the bottom of the page Code Description Changed By Date Enter the code number in the top field and the code description in the bottom field Click on the Save icon or use your Ctrl S keys to save the code You can edit any code by simply highlighting the code and changing the data in the above fields and clicking Save If you purchase the ICD 9 CM code disk from SpeedySoft USA or your vendor you can bypass this operation and install all of the diagnosis codes in a few minutes The Diagnosis codes listed here are used in Block 21 1 4 on the form If you are filling out a new claim form you can simply double click in Block 21 to bring up this list Then you can import your choice of codes by double clicking on the code itself This will take you back to the form for further entry Procedure Code List Procedure Code List You can manage your procedure codes from the procedure code list under the Codes Button in the Vertical Menu Click on the Codes Button in the Vertical Menu then click on the Procedure icon You will see the following screen 2009 SpeedySoft USA Inc Using the Vertical Menu NES el CMS 1500 File Edit View Help Drp A x m I Gg e QUE Copy Paste Export Save Cancel Claims Tables Procedures Look For In Code Find Now o code Description a
14. dy Claims click on the Help menu and then click on Deregister This will release your serial O 2009 SpeedySoft USA Inc number so you can use it to register on the new computer THIS MUST BE DONE WHILE ONLINE OR IT WILL FAIL e Once the software is deregistered we recommend that you also uninstall it You have confidential patient data inside Speedy Claims and it is better to be safe then sorry NEW COMPUTER e Open the Speedy Claims e Choose Register now e Enter your 8 digit serial number and click continue twice 2009 SpeedySoft USA Inc Index Index C CMS 1500 Form 12 16 30 Creating Electronic Claims 40 P Printer Alignment Guide 12 30 34 R Registration Problems 10 44 2009 SpeedySoft USA Inc 48 Speedy Claims CMS 1500 Manual Endnotes 2 after index 2009 SpeedySoft USA Inc Back Cover
15. er claims to payors carriers provide faster payment and to help providers and payors carriers cut the costs involved in processing paper and erroneous claims You get paid faster and many times you get paid more The average cost to submit a paper claim is 5 00 and normal payment is 60 to 120 days The cost of an electronic claim runs less than 45 and payment can be received in 7 to 14 working days Both the government and insurance carriers are moving toward requiring electronic transmittal of claims to help reduce costs Can send my claims directly to Medicare Speedy Claims is set up to utilize a clearinghouse You cannot send electronically direct to Medicare or other insurance companies What is a clearinghouse A clearinghouse is like an electronic post office You send all your claims to them and they sort them out and make sure they go to the right place and in the right format They charge a small fee about the same as a stamp but save you a lot of time and frustration trying to send your claims individually They also do a lot of upfront edit checking to make sure you have the information needed to submit the claims This alone is worth using because your rejection rate will drop Which clearinghouse can use You can use any clearinghouse that accepts the print image Most of them do Do you recommend a particular clearinghouse Yes We have worked with the ET amp T Clearinghouse for over 8 years We highly recommend that y
16. he area to the right of the menu In the case below the Patient Table icon was selected 2009 SpeedySoft USA Inc Using the Vertical Menu EM HH cus 1500 Fis Edit View Hel Hew Delete Export bie Patient Tables Name _ address Fi Heumen Alfred E Look For Tre hama Find ow Prormider 21 Patinnt Insured Ref Fr sicdei Li Hanse First Marre Middle miia Hame Nauman Alfred E Phone cn 21244 1212 Address 123 Mad ae Birth Date mar OOOO Cy Fam York Stee iy Sex ak Zip Coda OZ Account 123156769 Relation to nared Sar e Marital Status Mared Dondon fated Te TO Employment Empioyed FF Auto Accident Education Status saa char Accident tase Gau Changed Gy Dar Dita 11 2 7206 2227 46 PH The Facility Table stores the data regarding Service Facilities and is populated from Block 32 The Insurance Table stores the data regarding the various Insurance companies associated with your patients and is populated from the Carrier block in the upper right corner of the form The Provider Table stores the data regarding the Billing Provider and is populated from the Setting menu and Block 33 of the form The Referring Provider Table stores the data regarding the Referring Provider and is populated from Block 17 of the form 2 2 1 Patient Table Patient Table You can Add Edit Delete and E
17. here changing only the ID number Then while filling out the form you can double click in Block 33 and choose the appropriate entry 2 2 5 Referring Provider Table Referring Provider Table You can Add Edit Delete and Export Referring Provider data from this screen Data from this screen fills Blocks 17 and 17a on the form 2009 SpeedySoft USA Inc _ 2 Speedy Claims CMS 1500 Manual ais CMS 1500 File Edit view Help 0115 mg Dn 6 x m Cut Copy Paste Save Cancel Clai zs Ref Provider Tables Look For In Name Find Now Clear BER Name dds city state Zip Code Phone MPINumber Non NPT Qual_ Non NPI 10 Patients DR Tom LoBasso Nashville TH 31111 gl DR Jones Nashville TH 31111 901 123 1234 Facility Insurance EL Provider Ref Provider Name Tom LoBassa Phone 423 543 2434 Address NPI Number City Nashville State TN Mon MPI Quall Zip Code 31 111 Mon NPI ID Changed By Date e Add Referring Provider To add a new Referring Provider simply click the New icon fill in the relevant data and click Save e Edit Referring Provider To edit the Referring Provider data select the Referring Provider from the list change the data and click Save e Delete Referring Provider To delete a Referring Provider from the system select the Referring Provider from the list and click the delete icon e Export Referring Provider Data You can export the Referring Provider list for use in another program if yo
18. iers will not accept forms that are not printed on the official Red CMS 1500 form Deraukt Form Type f CMS1500 Pre October 2006 CMS1500 You can choose which CMS 1500 form to display here This setting affects both the form displayed and the ECH Print Image form if you are using the electronic claims module Program Update Option Perform Upgrades Automatically Ask Before Performing an Upgrade Dont Perform Automatic Upgrades Updates to your Speedy Claims are free This option tells Speedy Claims how you want to perform the updates If you choose to not perform automatic updates you can update by clicking on Check for Update under the Help Menu You must be connected to the Internet and online to receive updates Tables Codes Setup You can return to the Setting screen at any time by clicking on the Setup Button in the left hand vertical menu bar 1 3 Backing Up Backing Up 2009 SpeedySoft USA Inc NOS Speedy Claims CMS 1500 Manual We have built in a Backup and Restore system to help protect your data and work in case of a computer crash lt is very simple to use and we highly recommend you backup your data every time you use Speedy Claims Backing Up When you are done working for the day or at any other time you choose simply click on File then Data Backup CMS 1500 File Edit wiew Help l Data Backup Data Restore Exit You will be prompted for a file name and location to
19. iplied by Units but some do not Box 246 Place of Service Default Place of Service m Office This option allows you to set your default Place of Service code Your choice will automatically populate Box 24b on the form Box 25 Federal Information Tax ID Murnber C SSN EIN Choose the appropriate option and fill in the blank with the provider s SSN or EIN This data will automatically populate Box 25 on the form Box 31 Physician s Signature Signature on File SOF Either leave this blank or type Signature on File or SOF This data will automatically populate Box 31 on the form 2009 SpeedySoft USA Inc First Steps 13 Box 33 Physician s Supplier s Billing Information Marne Phone J Address MPI Number City State r Non NPI ID Zip Code Fill in with the appropriate data This data will automatically populate Box 33 on the form NOTE The Other ID is a payer assigned unique identifier and may change depending on to whom the claim is being submitted Insert your most commonly used Non NPI ID here and change on the form as needed Alternatively you can leave this field blank and fill in on the form as needed Default Print Type Print Red Uses Red CMS 1500 Form Print Black Uses Blank 8 5 x 11 Paper Choose Print Red if you print your claims onto the Red CMS 1500 form Choose Print Black if you wish to print the data AND the form onto blank paper NOTE Most carr
20. k on the New Copy option This will open the form with the existing claim data You can then change the data required and click Save to create a new claim Your original claim remains untouched This is particularly handy when you do repeat procedures on patients and all you need to change is the date of the visit e By default double clicking on a claim in the list will open the claim in New Copy mode You can change this action to Edit mode by changing the option in the Settings page e To delete the claim simply select the claim then click Delete You can sort this and all other lists by clicking on the column name For instance clicking on the column name City will arrange all the claims alphabetically in ascending order Clicking it again arranges them in descending order All columns work this same way You can also print or choose which claims to send to the clearinghouse from this list by batching Batching is simply selecting multiple claims for a specific action You can select multiple claims by holding down your Ctrl key while clicking on the claims you want to select Once you have the ones selected you can then choose the desired action Print Delete or ECH Tables Button Tables Button The Tables are where the data from your claims is stored for reuse modification or deletion Clicking on the Tables Button causes a column of icons to appear below the button Clicking these icons select which table list will be displayed in t
21. ll of the Carrier field lines will be filled You can use this same shortcut for Field 2 Patient Name Field 17 Referring Provider Field 21 Diagnosis Code Field 24 D Procedure Code Field 24 J Rendering Provider Field 32 Facility and Field 33 Billing Provider e Use Ctrl D or double click in Fields 12 and 13 to autofill Signature on File e Double click in any date field to pop up a selectable calendar e You can quickly create multiple line items in Field 24 by simply filling in Line 1 and then clicking your F4 button The data will be copied to Line 2 then Line 3 etc Just change the date e You can quickly delete line items in Field 24 Just click the red X to the left of the line item 2 1 2 Claims List Claims List If you click on the Claims icon you can see a list of all the claims you have produced 2009 SpeedySoft USA Inc NOS Speedy Claims CMS 1500 Manual 2 2 Fir ed E 11 ye EA AE A A JE re 212 From this screen you can Open and EDIT the claim create a NEW claim from this claim or delete the claim e To EDIT the claim simply select the claim and then click the Edit icon Or Right click on the claim then click on the Edit option This opens the claim in Edit mode You can change the information you need and then click Save This overwrites the original claim e To create a NEW claim from this claim you select the claim and then click on the New Copy icon Or Right click on the claim then clic
22. mount AA El Diagnosis ji Procedure Place of Service As you can see the software does not contain any procedure codes when it is first installed You can add the appropriate codes for your practice individually by clicking on File then New clicking on the New icon or by using your Ctrl N keys This will bring up the input fields at the bottom of the page Code Description Amount Changed By Date Enter the code number in the top field and the code description in the bottom field Click on the Save icon or use your Ctrl S keys to save the code You can edit any code by simply highlighting the code and changing the data in the above fields and clicking Save The Procedure Code list works the same as the Diagnosis Code list but has an additional field for your fee for the procedure If you have different fees for different payers you can simply add the code with a different fee would suggest changing the description to reflect the appropriate payer An example is below Description 11223 Leg Cast Aetna 125 00 11223 Leg cast BCBS 75 00 The Procedure codes listed here are used in Block 24d on the form If you are filling out a new claim form you can simply double click in Block 24d to bring up this list Then you can import your choice of codes by double clicking on the code itself The fee will also be imported into Block 24f 2009 SpeedySoft USA Inc 30 Speedy Claims CMS 1500 Manual 2 3
23. ne Number 888 217 2203 Company Name SpeedySotUSA 700 Address 1351 Tyringham Road Cie Eustis 0 State FL FLORIDA ZipCode 32726 ce mino Fill in the fields with your information and click Continue CMS 1500 Ey Congratulations You have successfully Activated Speedy Claims If there was a problem along the way you will see the following screen Authorization Key Register was not successful giy 7 Problems encountered trying to connect to the Internet Call 858 21 7 2303 and talk to a pe representative bo register your software Registration Key itgaenjvhawnambhnfgfmymmbgaihtim Authorization Key At this point please call us at the toll free number 888 217 2303 x701 and we will register you over the phone 2009 SpeedySoft USA Inc 12 Speedy Claims CMS 1500 Manual 1 2 Set Up Set Up When you first start the Speedy Claims you will see a pop up window asking if you want to go to the setup page Choose yes This page is where you set your preferences and input your default Provider information You can save the data at any time by clicking on the Save icon a Save Box 24 Total Charges Total Charges WITH Multiplied Days or Units C Total Charges WITHOUT Multiplied Days or Units This option controls whether Box 24F Charges is multiplied by Box 24G Days or Units to produce the Total Charge in Box 28 Most carriers will accept claims with Charges mult
24. ou use them as your clearinghouse ET amp T has agreed to discount their rate to Soeedy Claims users They are dropping 10 cents off the regular rate of 45 You pay only 35 cents per claim when you send your claims from the Speedy Claims software That is less than the price of a stamp to mail the claim Sign up for electronic claims today and start saving money and time and maximizing your income Upgrading to Electronic Claims Upgrading to Electronic Claims If you wish to upgrade to electronic claims you will first need to contact SpeedySoft USA or your vendor to purchase the upgrade Once the upgrade is processed you can click on Help Upgrade to ECH Your software will be automatically upgraded Please allow 24 hours for the database to be reset and your upgrade to go into effect Step One Creating a Batch Folder Step One Creating a Batch Folder Clearinghouses do not want you to send each individual claim to them separately They want you to batch your claims together into one file and send them all at once 2009 SpeedySoft USA Inc Electronic Claims EM The first step is to create a Folder where you will store your electronic claim Batch Files You will only have to do this one time From then on you will use the same folder for all of your batch files Open My Computer or Computer You will see a list of the drives on your computer wi E My Computer File Edit view Favorites Tools Help M My Compute
25. parated Text Tab Separated Text te Clipboard 2 2 2 Facility Table Facility Table You can Add Edit Delete and Export the Service Facility data from this screen Data from this screen fills Block 32 on the form 2009 SpeedySoft USA Inc Using the Vertical Menu CMS 1500 File Edit View Help 1 a Ce v E Q X Mew Cut Copy Faste cancel Delete Clai Ar al Facility Tables Logk For In Name Find Now Clear SEE qune nes ity state ep Code Phone urnumbe Non NPIID Patients The Big Hospital 123 Main 5T Wellness NC 12345 123 123 ge 12345 Fr 1434 Facility Insurance il Prowider mi Ret Provider Name The Big Hospital Phone ETS Address 123 Main ST NPI Number lge 12345 City Wellness State NC Other ID Fr 1434 Zip Code A Changed By Dan Date 11 20 2006 4 21 25 PM e Add Facility To add a new Facility simply click the New icon fill in the relevant data and click Save e Edit Facility To edit the Facility data select the Facility from the list change the data and click Save e Delete Facility To delete a Facility from the system select the Facility from the list and click the delete icon e Export Facility Data You can export the Facility list for use in another program if you wish Simply click on the export icon and select the format you want to use 2009 SpeedySoft USA Inc 22 Speedy Claims CMS 1500 Manual Exporting DataSet EM
26. ple claims Then click on the ECH icon When you click on the ECH icon for the first time in any session you will be asked to choose a location to save the file You want to browse to your Batch Folder already setup You will also be asked to name the file Check with your clearinghouse to see if they have a particular naming convention they want you to follow Otherwise you might want to choose a name that is date relative so you easily tell when a particular file was submitted Once your batch file is created you simply use the software or portal provided to you by the clearinghouse to send the file to them O 2009 SpeedySoft USA Inc Top Level Intro This page is printed before a new top level chapter starts MOS Speedy Claims CMS 1500 Manual 9 2 Support Registration Problems Registration Problems Your Speedy Claims License entitles you to install the software on a single computer If you try to install it on an additional computer you will get the error message that it is already registered If you need to install the program on more than one computer you can obtain additional licenses from your vendor or SpeedySoft USA at a discount Occasionally a computer will crash and the program will have to be reinstalled If this happens you will have to call support at 888 217 2303 The support techs can reset the database to allow you to reinstall Hopefully you have been doing daily backups and did not lose all your data du
27. r Files Stored on This Computer amp shared Documents File Folder Dan s Documents File Folder Hard Disk Drives ng System XP C ee System Vista D 5 jBackup XP F Local Disk 4 Backup Vista G Local Disk cs Data Vista H Local Disk Double click on your C drive to open it up Then you will click on File then New then Folder This will create a new folder on your C drive System XP E Fie Edit View Favorites Tools Help CE in Greate strortcul a Shortcut Rename this folder by Right clicking on the folder then left clicking on Rename Change the name to EClaims or something similar 7 me M 2 RS O php ini rolback ini Properties New Folder 3 File Folder Your batch FOLDER is now created and it is located at C EClaims This is where you will store all of your batch FILES 2009 SpeedySoft USA Inc MOS Speedy Claims CMS 1500 Manual 4 4 Step Two Creating a Batch File Now that your batch folder is created you are ready to create a Batch File which you can send to the clearinghouse There are several different ways to create an electronic claims batch file e You can simply create the claim and press the ECH button Repeat for each claim e You can create many claims saving each one as it is created Once you are ready to file open the Claims List select the claims you wish to send by holding down your Ctrl key and clicking on multi
28. ring the crash Deregistering Moving the Program Your Speedy Claims license allows you to register the program on one computer lf you need to use it on more than one computer you must purchase additional licenses You can however move the program to a different computer if you need to do so Lets say you just bought a new computer and you want to use it to do your billing instead of the old clunker Here is what you need to do NEW COMPUTER e Goto www speedysoftusa com and download the latest version e You can download and install the 10 day trial because it is the full working version OLD COMPUTER e Do a database backup by clicking on File then Backup Data e Name the file something like speedybackup and save it onto your Desktop Click on the Help menu at the top and then click on About Write down your 8 digit serial number Copy the backup file onto a flash drive or other removable media NEW COMPUTER Plug in the flash drive or other media that contains the backup file Open the Speedy Claims Click Register Later When asked if you want to go to the Setting Page choose No Click on File then Data Restore When asked whether to overwrite or append select Overwrite Browse to the removable media and select the backup file and click open Once it is done writing the files to your new Speedy Claims click on the Claims List to make sure your data has been safely transported e Close Speedy Claims OLD COMPUTER e In Spee
29. selecting CMS 1500 Form opens a new form ready for data entry to create a new claim Selecting Claims opens a list of all the claims you have produced CMS 1500 Form CMS 1500 Form selecting CMS 1500 form opens a new form ready for data entry to create a new claim You can simply fill in the blanks to create a new claim then click Save or Print If you choose to print the form your claim is automatically saved 2009 SpeedySoft USA Inc Using the Vertical Menu T fel 2 O Sara Carcel I CMS 1500 Farm Fee Her iacu Chargad Est Changed Dua 1500 HEALTH INSURANCE CLAIM FORM ATi HY TEE HE CLAM ene AA L Lr Teh a AE TTA TEA GAA E VITA da OE Oise n 7 mom GERM Ds E d a ad s l Lr lr x CARRIER e m Tr end m p muse cL a BL n m ELA PPT pe m Penh I mL lam rat z i LLL imd a us LE x E AU PO EET PCR E een A arara PATIENT AHD IMSUAECINIOAMATION PEED BASE De PS eS THER FOAN 13 RE CA ALHA en P AT ate 13 PATE HTA DER KT A ee TIRE er a el ey eee dr ees PALA cal real biei k Fe ee chee ed pee ie ead E mhar rimane peed xd ere eed bee eee ko eel m ko Fer ep es es ee BENE Pa Pi F ME HEBEN F OH ee TIE EA TEPLA LANT CRETE When you create and save a claim all of your data is saved into the appropriate tables AND a copy is stored in the Claims list SHORTCUTS e Use Ctrl D or double click inside the Insurance Carrier field to display the Insurance Company Table Select the one you need and a
30. store the file We suggest that you use the same file name and location every time This will overwrite the existing file with the latest data Restoring To restore your database after a catastrophic failure and reinstall of the software you simply click on File then Data Restore You will be prompted for the name and location of your backup file Select it and click Open This will restore your data Please note that this function is not for moving data between computers or exporting the data to another program If you perform a Restore function on an existing database you will end up with duplicate data and a corrupt database 2009 Speedy Soft USA Inc Top Level Intro This page is printed before a new top level chapter starts 16 Speedy Claims CMS 1500 Manual 2 2 1 Using the Vertical Menu Vertical Menu There are four buttons in the vertical menu along the left hand of the screen Claim Tables Codes Setup Claims This is the menu for viewing creating and working with claims Tables This menu is where you can create view and edit patient provider insurance company and facility data Codes This is the menu where you manage your CPT ICD and POS codes Setup This is the menu for setting up your options preferences and defaults Claims Button Claims Button Clicking the Claims Button produces only two icons CMS 1500 Form and Claims Claims CMS 1500 Form A Claime
31. t View Help DIR 2 2 Bale x a New Cut Copy Paste Save Cancel Delete EAE Provider Tables Look For In Name Find Now Clear Ee Plume aies e ene recede rere npinumber Non NPLID Patients g Macum Feelgood ME 121 PARK AVE MEMPHIS TN 38111 be 123 Macum Feelgood ME 121 PARK AVE Memphis TH 38111 med 234 H Facility Insurance dul Provider um Ref Provider Mame IMacum Feelgood MD Phone Address HZIPARKAVE NPI Number City MEMPHIS State m Other ID bois Zip Code Bean Changed By Dan Date 11 20 2006 4 33 12 PM e Add Provider To add a new Provider simply click the New icon fill in the relevant data 2009 SpeedySoft USA Inc Using the Vertical Menu and click Save e Edit Provider To edit the Provider data select the Provider from the list change the data and click Save e Delete Provider To delete a Provider from the system select the Provider from the list and click the delete icon e Export Provider Data You can export the Provider list for use in another program if you wish Simply click on the export icon and select the format you want to use Exporting DataSet nae Microsoft Excel Cancel Microsoft Word Microsoft Excel Text Rich Text Comma Separated Text T ab Separated Text Clip api fs If you have different ID numbers for use with various insurance entities you can duplicate your data
32. u wish Simply click on the export icon and select the format you want to use 2009 SpeedySoft USA Inc Using the Vertical Menu Export formats 3 Export TE Excel el Microsoft Excel ul Comma Separated Text Tab Separated Text Clipboard 2 3 Codes Button Codes Button If you click on the Codes Button a column of icons will appear below the button Procedure Place of Senat Clicking these icons select which code list will be displayed in the area to the right of the menu In the case above the Diagnosis code icon was selected You can view create edit and delete Procedure Codes and Diagnosis Codes from this menu The Place of Service Codes is a view only screen 2 3 1 Diagnosis Code List Diagnosis Code List You can manage your diagnosis codes from the diagnosis code list under the Codes Button in the Vertical Menu Click on the Codes Button in the Vertical Menu then click on the Diagnosis icon You will see the following screen 2009 SpeedySoft USA Inc 28 Speedy Claims CMS 1500 Manual ll CMS 1500 2 3 2 File Edit wiew Help 3 amp RE cj f e Mew Export Claims Tables Diagnosis Look For In Code ende Description Find Mow Lal b ua D lag hose Procedure Place of Service As you can see the software does not contain any diagnosis codes when it is first installed You can add the appropriate codes for your practice indivi
33. xport patient data from this screen Data from this screen fills Blocks 1 through 10 on the form 2009 SpeedySoft USA Inc _ 2 Speedy Claims CMS 1500 Manual 4 Cms 1500 Edo gdt view Help Ma eil m 2 0 x omi Mew Delete Expert adress Joy ap code Pts Date oF Beth accounts 123 Mad re Flees Work Kir 10012 liz SSS 1212 BEA 1245 Preretcher ed Pahant insured Rel Provider Last Name First Names Middle rial NN Hame Nauman Alfred E Phone 621 21244 1212 Address liza Mad tue Birth Data 002711834 Cay eu York State nr Sex Hakr Tp Code EU u Account a 123158789 Reelatson ta nared sar Marital Status Mared Condon Related To Employment Employed FF Auto Accident Education Status sate C bar Accident Local Lise Changed Ey Dan Gate 112 2006 22248 PH e Add Patient To add a new patient simply click the New icon fill in the relevant data and click Save e Edit Patient To edit the patient data select the patient from the list change the data and click Save e Delete Patient To delete a patient from the system select the patient from the list and click the delete icon e Export Patient Data You can export the patient list for use in another program if you wish Simply click on the export icon and select the format you want to use Export formats Microsoft Excel Carcel HTML uam Microsoft Excel Text Rich Text Comma Se

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