Preparing eClaims

Before you send eClaims you are given the opportunity to check them for accuracy.  This may occur after you save an invoice (depending on your configuration ) or it may occur when you click Send all unsent eClaims or Send unsent eClaims captured by you on the eClaims menu.

Panacea will check the eClaims and might provide you with a list of errors and/or warnings:

• Errors are indicated with the  icon.  Panacea will NOT allow you to send eClaims with errors.
• Warnings are indicated with the  icon.  Panacea will allow you to send eClaims with warnings, but you should try to rectify the problems beforehand.
• Lines indicated with the  icon will not be sent.  The tariff code or NAPPI code on this line has been disabled for eClaims.

In the example below the patient's birth date was not captured.  The patient's birth date is a mandatory field, so Panacea will not allow you to send the eClaim.

To make it easy to resolve problems identified by Panacea a direct path is provided to all items associated with the eClaim.  Simply right-click on the eClaim and a context menu will be displayed which will take you to any of the relevant items. To correct the patient's birth date (in the example) we need to go to the patient's record .  Clicking Go to this patient will open the patient's record .  You can then edit the patient's record and fill in the missing birth date.  When you return to the Prepare eClaims tab the birth date error will have been removed. In the same way, depending on what error or warning you wish to correct, you can edit the relevant invoice , account  or case .

Once all errors and warnings have been fixed the Prepare eClaims tab should look like this:

No errors or warnings should be displayed in the Errors & Warnings tab.  As mentioned you CAN send eClaims with warnings, but make sure you understand the warnings and that you are prepared to ignore them.

Before sending the eClaims it is strongly recommended that you check the eClaims for accuracy first.  Once you are ready you need to select the eClaims you want to send - as there may be more than one eClaim displayed.  The second column from the left (circled in red above) is the Select column.  Only items that have been checked (ticked) in this columns will be sent.  Note that you cannot select individual lines - you can only select whole invoices.

Once you have selected the eClaims you want to send click Send Selected.  Panacea will send the selected eClaims immediately.  You can now carry on with your work - the actual process of sending the eClaims will be carried out by Webworker in the background.

Note that a batch number will be assigned to the eClaim (or eClaims) that you sent.  This batch number is used for administrative purposes, but should not be confused with "batch versus realtime" processing.  Even single realtime eClaims will receive a batch number.