Submitting Batch Claims from PracticeWorks v4.7 and Higher

I. Activating/Installing PracticeWorks' e-Claims Software
Your PracticeWorks CD contains the WebMD/MedE America software that must be installed to activate PracticeWorks' electronic claims feature.   If you have not installed the MedE software, refer to your PracticeWorks Users Guide for assistance.

II. Setting Up e-Claims Within PracticeWorks, By Provider
You must determine if you want each provider's claims to be filed under his or her name individually, filed jointly or some combination thereof.  For each billing provider:

1. Within PracticeWorks select Lists > Employees to display the Employee Pick List.
2. Select a doctor's name and click Edit to display the doctor's Employee Record.
3. Within the Insurance section, enter P9999998 in the Elect Claims File field.
4. Click OK to save the change.
5. Repeat steps 1-4 for each doctor for whom you want to submit electronic claims.

Within Mede

1. From the Windows Start menu click Programs > PracticeWorks > Submit Electronic Claims.  This will launch the MedE Remote utility. 

Note:  If you do not have a claim to submit at the time of setup, locate the MedE Remote utility using Windows Explorer ( Start > Programs > Windows Explorer).  Locate and single-click the MedE folder.  From the right-hand file list, double-click on the remote.exe file).
2. From the Options menu within MedE Remote, select Setup.
3. Click the Facility Specific tab.
4. Click Add Facility.
5. Enter P9999998 in the Facility Identifier field.
6. In the Number field, click the down arrow and select Local.
7. Enter "1" in the Re-dial Attempts field.
8. Place a checkmark next to the following options:
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    		•  Prompt before exit
  •  
    		•  Check for claims on startup
  •  
    		•  Do not prompt to cancel claims
    9. For both the Detailed Report and Summary Report fields, select Don't Print.
    10. Confirm that the path entered in the SVPICKUP field is "x:\pworks\Svpickup.log," where X represents the drive letter where PracticeWorks is installed.
    11. Confirm that the path entered in the Upload and Download directories is "x:\pworks," where X represents the drive letter where PracticeWorks is installed.
    12. Click APPLY and/or OK to save your changes.

    III. Setting Up the PracticeWorks Configuration Utility for All Insurance Companies

    To set up all claims to be processed electronically:

    1. From the Windows Start menu select Programs > PracticeWorks > Office or Express Configuration.
    2. Select Setup and click Electronic Claims.
    3. Confirm that the "Setup all insurance companies for electronic submission" box is checked, and click OK.  All of the insurance companies that you have on file will now be selected as "electronic claims" ready.

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    Getting Started
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    1. For each transaction that you create in PracticeWorks, select Submit Electronically to add the transaction to the e-claims batch.
    2. When you're ready to submit claims, close out of PracticeWorks.
    3. From the Windows Start menu select Programs > PracticeWorks > Submit Electronic Claims.
    4. Cancel the "WEBMD - MedE America" submission program.
    5. Launch your Internet browser and go to www.dentalxchange.com or www.metdental.com to access ClaimConnect.
    6. Do one of the following:
  •  
    		•  From www.dentalxchange.com, click on the ClaimConnect tab, click Enter and log into ClaimConnect.
  •  
    		•  From http://www.metdental.com, click Submit Claims and Pre-Treatments, enter your user name and password, and click on the grey online claims submission box.
    7. On the ClaimConnect home page, click Batch Claims.
    8. A security-warning screen will be displayed, indicating an applet needs to be installed and run to upload your claims.  Place a check mark as indicated and click Yes.

    Note: This will appear during your first submission only.
    9. Click Add to select the claim file you want to upload. 
    10. Click the c:\ drive and find the following file: p9999998.rec.  Highlight the file name and click Ok.

    Note:  Once you have successfully uploaded a file, the applet will remember the location of your claim files for future reference.
    11. Click Start Transferring Claims. The AppletFile Upload box will be displayed.  Click Upload to begin the claim submission process. 
    12. During the initial set-up, the following message will be displayed.  Place a check mark in the "Always trust content from E-Business Services Inc." box and click Yes.
    13. Click Continue.
    14. Do not use your mouse or keyboard while the message is displayed.
    15. When processing is complete, a PracticeWorks confirmation message will be displayed. Click Ok.
    16. A ClaimConnect confirmation message will be displayed. Click Transmittal Status to view the status of your uploaded file. Be sure to check the Claims Search area within ClaimConnect daily to check the status of submitted claims.