Add a Professional Claim

Menu Path

Treatment > Treatment History > Add/Edit Claim

Details

• Beginning with ProviderConnect version 2.191:
  • The Claim/Service Entry workflow (Institutional Claim Entry and Professional Claim Entry forms) replaces the Service Entry/Add Treatment workflow by default. All services originating in both ProviderConnect and Avatar MSO will include (and be associated with) claim-level data.
  • The Tx_HideClaims system configuration item is disabled (set to 'False') by default upon installation of ProviderConnect version 2.191, and the new Claim/Service Entry workflow will be used. To preserve the pre-version 2.191 Service Entry/Add Treatment workflow, enable the Tx_HideClaims system configuration item (set to 'True').
    Setting Tx_HideClaims to 'True' is not recommended without first consulting a Netsmart representative.

Before You Begin

• Confirm that the Tx_HideClaims system configuration item is set to 'False' (disabled).

Steps

1. In the Main Menu click Lookup Client.

• The Search Criteria screen displays.

2. Enter the client's name, ID, social security number.

• To display all clients, enter no data, click Search by Criteria.

3. Click Search By Criteria.

• The Search Results screen displays.

4. Click a client ID number.

• The ProviderConnect Demographic screen displays for the client and agency.

5. In the Client Sidebar menu click Treatment.

• The Treatment History screen displays.

6. Above the client's treatment history, click Add Professional Claim.

• The Add/Edit Claim screen displays.

7. Select the client's funding source.
8. In the Principal Diagnosis field, type the number, click Enter. Click the diagnosis from the list. 
9. In the 'Diagnosis' fields, type the number, click Enter. Click the diagnosis from the list. 
10. In the Claim Level Comments box, enter any additional information as needed.
11. Click Add Claim.