Print this easy reference sheet to start using ClaimConnect today. For additional help, call 800-576-6412, Monday-Friday 6:00 am to 5:00 pm Pacific.

1. Open your Web browser and go to www.dentalxchange.com.
2. Click Enter under ClaimConnect.
3. Enter your User Name and Password (existing users) or click Register to register with EHG. You must accept the user agreement to continue (first-time users).

1. From within ClaimConnect, click Welcome under Home to go back to The ClaimConnect Home Page where you can always find important messages from ClaimConnect, read other ClaimConnect users' testimonials and check What's New in ClaimConnect.
2. If you see an envelope flashing next to Messages, it means you have messages waiting for you in your inbox.
3. Do the following:
   • Click on the message to read the entire message.
   • If would like to delete any message, check the check box next to the message and click Delete.

1. From within ClaimConnect, click Eligibility under Real-Time to search for patient's eligibility and to review benefits information.
2. Select a provider for your office.
3. Identify a patient by Member ID. Note that some payers may require more information, so we recommend that you fill all the information under the patient's section.
4. Select the Payer name the patient is covered under.
5. Review the patient information. Select the type of benefits search to view that patient's benefits information.

1. From within ClaimConnect, click Claim Status under Real-Time to review the status of all your claims from the payer - including paper claims.
2. Select the payer name the claim was submitted for.
3. Select a billing provider for your office.
4. Identify the subscriber by Member ID and Last Name.
5. Identify a patient by Last Name, Date of Birth and Gender.
6. Identify the claim by at least entering the Date of Service.
7. Click Continue.
8. Review the claim response.

1. From within ClaimConnect, click Claim under Submission to submit an individual claim.
2. Select a billing and rendering provider for your office.
3. Identify a patient by Member ID. Note that some payers may require more information, so we recommend that you fill all the information under the patient's section.
4. Enter the payer name the patient is covered under. You can browse the payers by letters if you're not sure about the payer name. Click Continue.
   Note: If you can not find the payer name in the list, then click on the link "here" in the payer selection box. You will have to enter the payer's information on the next screen.
5. Review the patient and employee information.
6. Click Create Claim.
7. Complete the online claim form and click Continue.
8. Enter additional coverage information if needed and click Continue.
9. Review the completed claim form and make any necessary edits before submitting it.

1. From within ClaimConnect, click Encounter under Submission to submit an individual encounter.
2. Select a billing and rendering provider for your office.
3. Identify a patient by Member ID. Note that some payers may require more information, so we recommend that you fill all the information under the patient's section.
4. Select the payer name the patient is covered under and click Continue.
5. Review the patient and employee information.
6. Click Create Encounter.
7. Complete the online encounter form and click Continue.
8. Review the completed encounter form and make any necessary edits before submitting it.

1. From within ClaimConnect, click Batch Files under Submission to submit batch claims and encounters through your practice management system.
2. Select your practice management system and click Continue.
3. Follow the instructions specific to your practice management system. If your practice management does not yet work with ClaimConnect, enter your e-mail address to be notified when it becomes available.

1. From within ClaimConnect, click Claim Search under Submission to review claims and encounters entered through ClaimConnect.
2. Do one of the following:
   • To check claims or encounters with problems, click on View All Problem Claims to see the full list of claims with problems or on a specific status to see the list of claims with that status.
   • To check claims or encounters entered or submitted for today, click on View Today's Activities.
   • Enter your office's patient ID to find claims or encounters entered for that patient.
   • If you know the ClaimConnect Claim ID, you can enter it to find that specific claim.
   • To check the transmittal status of uploaded batch files, click Transmittal Status.
   • To see a payer-specific report of all claims submitted from your office, click Status Reports.
3. For Advanced Search, click Advanced Search button
4. Fill in all the information and click Continue.
5. Do one of the following:
   • To view, edit or resubmit (if necessary) or print a claim, click on that Claim ID.
   • To view a rejection notice, EOB or Real-Time Estimation of Benefits for a claim, click on the appropriate button under View (displayed only if available)
   • To view a claim's status history, click Claim History for that claim.
   • To delete a claim, check the check box next to that claim and click the Delete button.

1. From within ClaimConnect, click Payments under Reports to view different payment reports for a specific payer.
2. Select the payer you would like to see a report for, click Select Payer.
3. Select the report type. Click View to review or print that report Or click Download to download a copy of the selected report.
4. Select another payer and click Change Payer to see payment reports for a different payer.

1. From within ClaimConnect, click Patient Roster under Reports to view the patient roster for a specific payer.
2. Select the payer to view the patient roster, click Select Payer.
3. Select All Plans to see the entire roster for the selected payer or select a specific plans to see the members covered under that plan.
4. Click View to review or print the roster Or Download to download a version of that roster.

1. From within ClaimConnect, click Plan Design under Reports to view the plan details for a specific payer.
2. Select the payer to view the list of plans for that payer and click Select Payer.
3. Select a plan then click View to review or print plan details Or Download to download a copy of that plan details.

1. From within ClaimConnect, click Help for instructions on how to use ClaimConnect.

1. From within ClaimConnect, click on Documents under HIPAA to electronically sign the HIPAA Business Associate Agreement.
2. Click on Links Under HIPAA to read more information about HIPAA Readiness.