PracticeWorks: (NEA) How to Submit Attachments with eClaims by Using NEA Fast Attach in PracticeWorks (v7.0.5 and Higher)

Document created by tiffanym Employee on Aug 24, 2017
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Goal:

 

To send an attachment with an eClaim by using  NEA FastAttach

 

Solution:

 

Beginning with v7.0.5, a number of improvements were made to PracticeWorks' integration with NEA FastAttach. The basic steps for using the two softwares together are described in a detailed document, which includes many color screenshots, entitled "NEA-in-PWorks-7.0.5-and-Up.pdf." A copy is attached to this article.

 

MAKING SURE THAT NEA FASTATTACH IS ENABLED
To make sure NEA is enabled, go to [Start] > [All Programs] > [PracticeWorks Software] > [Configuration of PracticeWorks Software] > [Setup] > [PracticeWorks E-Claim Service] and make sure that “Enable NEA Integration” is checked.

 

PracticeWorks recommends checking the next option, “Add required NEA attachments upon claim generation.” This will let the office know when the Claim they are sending includes any Procedure which requires an NEA Attachment.

 

PracticeWorks also recommends leaving the last option, “Launch NEA in Silent Mode,” un-checked.

 

NOTE - If the office is using Emdeon (WebMD), they CANNOT enable NEA within PracticeWorks. This is how the software is intended to work. Emdeon users must use NEA as a stand-alone.

 

NEA PAYER ID
Along with having a Payer ID populated under the patient's insurance company definition screen to submit the claim electronically, you will need to add the proper NEA Payer ID in the 'NEA Payer ID' field. This field is located under the 'Payer ID' field on the insurance company definition screen. Populating the 'NEA Payer ID' field will make sure that the insurance claim will be flagged to include an attachment if needed. You will click the 'NEA Payer List' button and select the proper ID number.


WHERE ARE THE NEA ATTACHMENTS LOCATED IN PRACTICEWORKS?
To locate the NEA Attachments in PracticeWorks, go to [Lists] > [Insurance Claims] and examine the lower edge of the Claims screen.

 

The Attachments can be accessed there by checking/unchecking the boxes beneath "Attachment statuses to include" and clicking the [View Attachment] button (and/or other button options) located at the right.

 

HOW TO SUBMIT NEA ATTACHMENTS
There are two opportunities to include an NEA Attachment with a claim, either (A) At checkout, or (B) After the checkout is completed.

 

A. To Attach a Claim at Checkout...

 

i. Check the option “Add an Electronic Attachment now” (seen at check out).

 

ii. The “Electronic Attachment” screen will appear after the Insurance Submittal screen. After putting in the Attachment, click either “Save” to send it later or “Save and Send” to send the Attachment now.

 

iii. After the “Save and Send” button is clicked, the NEA Fast Attach Software will open up.

 

iv. Click [Send] to send all Patients’ Attachments. If the office wishes to send an Attachment for just one Patient, they should highlight that Patient and click [Send].

 

v. Once the Attachments are sent, the software will ask if the office wants to print the Report. At this point, they can print it or close FastAttach.

 

A NOTE about clicking the “Save” button:  If the office needs to attach something to the Claim, but not send it yet, they should choose [Save]. This will bring them back to the Insurance Claims List, where they can view or transmit (send) the Attachment.*

 


B. Choosing to Attach the Claim Later...

 

i. Un-check the option to “Add an Electronic Attachment now” (seen at checkout)

 

ii. When the office is ready send to the Claim, go to [Lists] > [Insurance Claims], highlight the Claim that needs the Attachment, and then click [Create Attachment].

 

iii. The “Electronic Attachment” screen will appear after the Insurance Submittal screen. After putting in the Attachment, click either “Save” to send it later or “Save and Send” to send the Attachment now.

 

iv. After the “Save and Send” button is clicked, the NEA Fast Attach Software will open up.

 

v. Click [Send] to send all Patients’ Attachments. If the office wishes to send an Attachment for just one Patient, they should highlight that Patient and click [Send].

 

vi. Once the Attachments are sent, the software will ask if the office wants to print the Report. At this point, they can print it or close FastAttach.

 

HOW TO UPDATE THE NEA PAYOR ID'S
In the Utilities screen there is an NEA Utility which the office can run. (It is recommended that all users exit from PracticeWorks during this process. However, this is not always necessary.)

 

Follow the steps below.

 

1. Click [Start] in the corner of the computer screen.

 

2. Click [All Programs]. (NOTE that on some computers this option appears as simply [Programs].)

 

3. Click [PracticeWorks Software].

 

4. Click [Utilities].

 

5. Click [Update NEA Payor IDs].

 

6. A pop-up message will appear. Click [Yes] to update, or [No] to exit out.

 

This utility runs extremely quickly and will complete its tasks in a only a few seconds.

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