Account Settings

Account Settings is where system-wide changes are made.  

Claims Settings

Please read the descriptions next to each checkbox.

	Claims Settings
Claim Types	Select the claim types you will be submitting. This setting will affect the enrollment options available on the Create Claim menu and Provider Enrollment menu.
Transmit Approval Required	Require approval before transmitting claims. If not checked, valid claims will be marked for transmit immediately. Displays on the Manage Claims page.
Automatic Corrected Claims	When a claim is resubmitted and the payer has returned a claim ID on the original submission, Claim.MD will automatically mark the claim as a corrected claim using the previously received payer claim ID (ICN #).
Enable NCCI Edits	National Correct Coding Initiative Edits. These extra edits will help identify procedure combinations that should not be billed together, procedures that require modifiers, and medically unlikely units. Example in Manage Claims section: Note explaining possible correction on the bottom of Manage Claims screen:

Electronic Remittance Advice (ERA)

This section changes settings relating to sending, receiving, and viewing ERAs from the payer. 

Claim Alerts

This section is for settings related to claim and ERA alerts.

Alert On	Description: The Alert On setting enables an alert on the Manage Claims page if claims are missing an acknowledgment from the payer. How it Displays on Manage Claims page
Missing ERA Days	Description: The Missing ERA Days setting configures the number of days to wait after the last submission before displaying an alert on the Manage Claims Page. How it Displays on Manage Claims page

API

File transfer to a Practice Management System or other software can also be accomplished using the API. Users have the ability to generate their own API Account Key, which must be obtained, copied, and entered into the desired Practice Management System.
Please note that opening a support ticket is no longer necessary to enable the API Account Key section in Account Settings. The user can now generate an API Key on their own (see steps below).

To generate this key:

1. Scroll down to the the API Key (Account Key) section of the Settings > Account Settings tab, click the  Generate API Key  button (see image below). 
2.  Enter the same Claim.MD password used to login to the Claim.MD system. Click  Confirm Generate  button. 
3. The API will display. if needed. copy the API Key using the clipboard icon to transfer it to the Practice Management System or other system.
   Ensuring proper handling and security of this password is crucial.

To Delete an API Key:

If the API Key is lost, the current one will have to be deleted and another one would have to be generated and entered into the PMS or other software system. 

1. In Settings > Account Settings, scroll down to the API Key (Account Key) section and click the  Delete API Key  button. 
2.  Enter your Claim.MD account password and select the  Confirm Delete  button.
3. The window should display Success-Removed API Key. Close this window. 
4. Scroll back down to the API Key (Account Key) section and the  Generate API Key  button is now available if a new API Key needs to be created (see steps above).

API Documentation

For full instructions on API related configuration, refer to this API documentation. 

Modifying Vendor Access Settings

If you don't have full access to an account but require full access for various administrative actions (such as looking up claims and creating support tickets for that account), contact the account holder with administrator privileges so that they can modify the access level granted to vendors. This modification can be made at any time, enabling vendors to view specific data or settings, after which it can be reverted back to its original state.

The account holder with administrator privileges must do the following steps to change access settings for the vendor:

1. In the Settings > Accounts Settings tab Scroll down to the Vendor Settings section.
2. Change the Vendor Accessdropdown to the preferred setting (i.e., Full Access if giving the vendor full access to account information/configuration).
   • No Access: Vendor has no access to claim data or support tickets, and Claim.MD will not include this vendor in support issues.
   • Limited Access: Vendor has no access to claim data or support tickets unless assistance is directly requested by Claim.MD.
   • All Support: Vendor can view all support tickets and any associated claim data.
   • Full Access: Vendor has full access, can view all claim data, and has administrative access to the account.
3. Click the Save Changes button on the bottom of the page.

Invoicing

Administrative users sometimes need to update their Claim.MD account settings to ensure invoices are sent to the correct email addresses. Follow the steps below to manage invoice distribution by adding the appropriate email under the "Invoices" section in your account settings.

Instructions:

1. Scroll down the Account Settings page until you find the section labeled Invoicing.
   
2. In the box labeled Email Invoices To, enter the email address where you want invoices to be sent.
   
3. After entering the desired email, click Save Changes to update your account settings.

By completing these steps, you’ll ensure that invoices are sent to the correct email address for your organization.