onehealthport can change the color scheme of the claims view by selecting the “theme” option...

OneHealthPort Claims View

August 2017

Guide Version 1

OneHealthPort Claims View User Guide

of 10

Version 1

Table of Contents

OneHealthPort 1

1 Accessing Claims View 3

2 Using Claim Information in Claims View 3

3 Getting to Know the Claims View Screens 4

4 Claims View Detail – Problem & Procedures 5

5 Claims View Detail – Dental & Pharmacy 7

6.0 Utility Functions 8

6.1 Logout of Claims View 8

6.2 Claims View Confidentiality Display 8

6.3 Claims View Display Themes 10

7.0 Training Materials 10

Notices and Copyright

Legal Notices This content is for instructional or informational purposes only. This content may be changed or superseded without notice, and is not part of any OneHealthPort product, maintenance or services warranty.

Intellectual Property: All brand or product names mentioned herein are trademarks or registered trademarks of OneHealthPort, or the respective trademark owners. This documentation is the proprietary information of OneHealthPort protected internationally under copyright and related intellectual property laws. OneHealthPort customers or authorized OneHealthPort business partners may use, copy, or transmit this document for their internal use only. Any other use or transmission requires advance written approval of OneHealthPort.


of 10

Version 1

© Copyright 2016-2017 OneHealthPort. All rights reserved.

1 Accessing Claims View

When viewing an individual patient record in the OneHealthPort Clinical Portal there may be a history of problems, procedures, medications and dental procedures based on claims provided by the Sponsor. The Claims View button opens a new set of screens for that patient that display information derived from claims. This view may be helpful if there is minimal clinical history available on the patient in the Clinical Data Repository. The Claims View only includes clinical information. It does not include payment or billing detail.

To access the Claims View:

a) Use simple or advanced search in the Clinical Portal to locate the medical record of the patient and open the summary view.

b) Click on the Claims View button on the summary screen of the patient record you are viewing to open the Claims

View application. It is located in the lower right corner of the demographics section next to the “Print” button.

2 Using Claim Information in Claims View

The data in the Claims View is grouped into four sections: Problems, Procedures, Dental Claims and Pharmacy Claims. Each section contains drill-down capabilities to view detailed information. This data is in a separate application but linked at the patient level. The Claims View initial opening screen looks like this:

All sections and columns within sections can be moved around by the user for optimal layout using standard “drag and drop” functionality. To drag and drop a section to a new location, hold the cursor over the header of the section until a white four-headed arrow appears. Left click and hold the left mouse button down while dragging the section to the new location. Release the button to “drop” the section in the new location.


of 10

Version 1

3 Getting to Know the Claims View Screens

Medical claims are split into the Problems or Procedures sections based on diagnosis or procedure codes.

Problems

Procedures

Pharmacy and Dental claims occupy their own sections to leverage searching and sorting based on those specific codes.


of 10

Version 1

Dental Claims

Pharmacy Claims

Users can sort displayed information by clicking on the column headings

4 Claims View Detail – Problem & Procedures

If the user selects an individual line in one of the sections and clicks on it, it will open a “drill-down” display window with detail on that item (example below).

a) Click on any column header to sort up or down by that column content.

The Problem Detail will display.

Problem Details Example:


of 10

Version 1

If the specific code has more than one date of service with more than one clinical organization it will appear as a drop-down list of other dates of service for viewing.

Clicking on the Claim date or Claim number will load the claim details. A blue arrow will display to the left of the claim date and claim number you are viewing. A green check mark will appear next to dates already reviewed.


of 10

Version 1

5 Claims View Detail – Dental & Pharmacy

Pharmacy and Dental occupy their own sections to leverage searching and sorting based on their specific codes.

To view detailed dental claim data click on the appropriate Last Service Date, Procedure Code or Description of the Dental Claim you wish to view.


of 10

Version 1

To view detailed Pharmacy claim data click on the appropriate Last Service Date, NDC # or Description of the Pharmacy Claim you wish to view.

6.0 Utility Functions

6.1 Logout of Claims View

Clicking the button displayed near the top right section of the Claims view display will log the user out of Claims view and close the page returning the user to the Clinical Portal page they started from.

6.2 Claims View Confidentiality Display You can display the claim’s pre-coded confidentiality level (N, R, or V) by clicking on the username button and selecting the “Color Code Confidentiality” option from the drop-down.

a) Click on the username button for a drop-down menu


of 10

Version 1

b) Click “Color Code Confidentiality”

The page will display the confidentiality color key and the confidentiality level of the user

And each entry will be color coded for the confidentiality level assigned by the Sponsor.

Users can remove the Confidentiality Color view by unclicking this setting or selecting the “Reset Screen Layout and Theme” option.


of 10

Version 1

6.3 Claims View Display Themes You can change the color scheme of the Claims View by selecting the “Theme” option from the drop-down menu.

a) Click on the username button for a drop-down menu

b) Click “Theme”

The color options display

c) Select a color theme from the drop-down list displayed

The theme of the page will update based on your color

selection

The theme you select for the Claims View will not change the appearance of the Clinical Portal. You can select a separate theme for the Clinical Portal and Claims View.

The Clinical Portal and Claims View applications are set to timeout after 15 minutes of inactivity by the user in

order to minimize the risk of an unattended display disclosing Personal Health Information.

7.0 Training Materials

A Claim View detailed User’s Guide and a Quick Reference two-pager are available using the link at the bottom of the Claim View application page

or using the following link:

https://www.onehealthport.com/cdr-training

https://www.onehealthport.com/cdr-training

onehealthport can change the color scheme of the claims view by selecting the “theme” option...

Documents