Overview
While working on your aging claims, it is a common occurrence that you will need to access the details of a claim, such as the patient's demographics, policyholder information, service dates, service codes billed, diagnosis codes, provider information, and more. When a claim is generated in RevolutionEHR the HCFA preview can also be viewed in OneSpot alongside the claim detail information.
This feature is known as 'Claim Previews' and can eliminate the need to navigate to RevolutionEHR to find the details needed to efficiently work your aged claims.
Claim preview files (837's) can be manually imported into OneSpot (or via the automated sync). When the file is processed, the system will attempt to match each claim preview to the corresponding claim in OneSpot. When these previews are properly matched, the HCFA can be viewed within the claim details screen.
Admin Setup
The option to include claim preview files in the automated sync process has been added to the 'Manage Auto-Sync' settings. When this setting is enabled, the automated sync process will import the claim previews for claims created yesterday and today in RevolutionEHR.
1. Navigate to 'Admin'>'Your External Systems,' then select 'Manage RevolutionEHR.'
2. Select 'Manage Auto-Sync.'
3. In the 'Auto-Sync Settings' modal, select ‘Enable Claim Preview Files Sync.’
4. Select ‘Save Settings’ when finished. Select 'Cancel' if you do not want to save the changes.
5. View the RevolutionEHR - Claim Preview Files documentation for the next steps.