Interface Library

Setting up and using the Interface Library

 

Importing Data

Physician Overrides

How an Interface Works

Available Interfaces

 

Importing Data

Please review the Importing via Interface article for instructions on importing data.

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Physician Overrides

The Physician Override feature provides a convenient solution for situations where your EMR does not export data or when the exported data needs to be modified at the EZClaim level before submitting claims to payers with specific requirements based on your credentialing.

Physician Overrides can be accessed for each EMR format (import only) in the Interface Library.

• To view the available selections, click on the drop-down arrow in the "Classification" column
• Afterward, select the drop-down arrow in the "To Replace" column.
  • This action will unveil the Physician Library entries that align with the chosen Classification, including (Any) and (Blank)
• Lastly, select the drop-down arrow in the "Replace With" column. Remember to click OK to save the entry

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How an Interface Works

• Interfaces that import data will only run while EZClaim is open.
• Certain interfaces are specific to the machine and user.
  • This means that the interface will only work when the user is logged into the machine where the interface was set up.
  • This is because some parameters, such as mapped drives, are specific to the machine or user. 
• Interfaces are preconfigured within EZClaim, and all available interfaces can be found in the 'Interface Library'.
• Only the administrator can manage interfaces.
• Import/Export Interfaces are active only if the EZClaim is running on the machine where the interface is configured.
• Before being saved to the EZClaim database, incoming data needs to be reviewed.
• Interfaces can be configured on multiple computers.

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Available Interfaces

• Amazing Charts Preferred 1500 Format
• ANSI 837 Import
• EZClaim Import Ver 2 – Specifications
• EZClaim XML Import
• HL7 2.3.1 Export
• HL7 2.3.1 Import (ADT^A08 and DFT^P03 message types) – Specifications
• HL7 2.5.1 Import
• Practice Fusion Premium Import

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Amazing Charts Preferred 1500 Format

• Activation Code: Code provided by EZClaim to enable the interface
• Active: If unchecked, EZClaim will not check for new files
• Update Patient Information: New incoming patient data will overwrite existing data 
• Check Import Directory/Check SFTP:  Tells EZClaim whether the files will be accessible through a directory on the user’s network, or whether to use SFTP to pull files from a remote source
• Import Directory: Location of directory containing the files to be imported
• Check Minutes: How often EZClaim will check the directory for new files to be added to the interface review screen
• Backup Files: If checked, copies of the files will be saved in a backup directory in the import directory
  • The filename will contain the date and time it was brought into the company file
• SFTP Site: This setting determines the site from where the SFTP files will be pulled, and it can be configured in the connection library
  • See EDI Connection Library for more information on setting up EDI Connection entries. 

• Physician Overrides: For more information on this feature, please see "Physician Overrides" above. 

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ANSI 837 Import

• Activation Code: Code provided by EZClaim to enable the interface
• Active: If unchecked, EZClaim will not check for new files
• Update Patient Information: New incoming patient data will overwrite existing data  
• Check Import Directory/Check SFTP:  Tells EZClaim whether the files will be accessible through a directory on the user’s network, or whether to use SFTP to pull files from a remote source
• Import Directory: Location of directory containing the files to be imported
• Check Minutes: How often EZClaim will check the directory for new files to be added to the interface review screen
• Backup Files: If checked, copies of the files will be saved in a backup directory in the import directory
  • The filename will contain the date and time it was brought into the company file
• SFTP Site: This setting determines the site from which SFTP files will be pulled. It can be configured in the connection library
  • See EDI Connection Library for more information on setting up EDI Connection entries. 

• Physician Overrides: For more information on this feature, please see “Physician Overrides” above.

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EZClaim Import Ver 2

EZClaim Import Ver 2 will offer feedback if the file is unable to be imported due to a data conversion failure.

• Activation Code: Code provided by EZClaim to enable the interface
• Active: If unchecked, EZClaim will not check for new files
• Update Patient Information: New incoming patient data will overwrite existing data
• Check Import Directory/Check SFTP:  Tells EZClaim whether the files will be accessible through a directory on the user’s network, or whether to use SFTP to pull files from a remote source
• Import Directory: Location of directory containing the files to be imported
• Check Minutes: How often EZClaim will check the directory for new files to be added to the interface review screen
• Backup Files: If checked, copies of the files will be saved in a backup directory in the import directory
  • The filename will contain the date and time it was brought into the company file
• SFTP Site: This setting determines the site from which SFTP files will be pulled. You can configure it in the connection library.
  • See EDI Connection Library for more information on setting up EDI Connection entries. 

• Physician Overrides:  For more information on this feature, please see “Physician Overrides” above.

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EZClaim XML Import

• Activation Code: Code provided by EZClaim to enable the interface
• Active: Checking this box enables this interface
• Update Patient Information:  New incoming patient data will overwrite existing data 
• Check Import Directory: Enable this if files will not be available via SFTP
• Import Directory:  Location of directory containing the files to be imported
• Check Minutes:  How often EZClaim will check the directory for new files to be added to the interface review screen
• Backup Files:  If checked, copies of the files will be saved in a backup directory in the import directory. 
  • The filename will contain the date and time it was brought into the company file
• Check SFTP: Check this if files will be imported via Secure File Transfer Protocol
• SFTP Site: This setting determines the site from which SFTP files will be pulled. You can configure it in the connection library  
  • See EDI Connection Library for more information on setting up EDI Connection entries. 
• Physician Overrides: For more information on this feature, please see “Physician Overrides” above

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HL7 2.3.1 Export

• Activation Code: Code provided by EZClaim to enable the interface
• Active: Checking this box enables this interface
• Patient events: Use the pulldown to trigger what events will trigger an export of data
• Appointment Events: Use the pulldown to trigger what events in the scheduler will trigger an export of data
• Frequency: Set how often exports will be sent
• Export Each Event Individually: Use this checkbox to have each event sent as a separate export, rather than as a batch
• Export to Directory: Enabling this option allows users to specify the directory or SFTP site where the export will be sent to a designated directory

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HL7 2.3.1 Import

EZClaim will import ADT^A08 and DFT^P03 message types.  This will also include patient payments.

• Activation Code: Code provided by EZClaim to enable the interface.
• Active: If unchecked, the program will not check for new files.
• Update Patient Information: New incoming patient data will overwrite existing data. 
• Check Import Directory/Check SFTP:  tells the program whether the files will be accessible through a directory on the user’s network, or whether to use SFTP to pull files from a remote source.
• Import Directory: Location of directory containing the files to be imported.
• Check Minutes: How often the program will check the directory for new files to be added to the interface review screen.
• Backup Files: If checked, copies of the files will be saved in a backup directory in the import directory.  The filename will contain the date and time it was brought into the company file.
• SFTP Site: This setting determines the site from which SFTP files will be pulled. You can set it up in the connection library. 
  • See EDI Connection Library for more information on setting up EDI Connection entries. 

• Physician Overrides: For more information on this feature, please see “Physician Overrides” above. 

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HL7 2.5.1 Export

• Activation Code: Code provided by EZClaim to enable the interface.
• Active: Checking this box enables this interface
• Patient events: Use the pulldown to trigger what events will trigger an export of data
• Appointment Events: Use the pulldown to trigger what events in the scheduler will trigger an export of data
• Frequency: Set how often exports will be sent
• Export Each Event Individually: Use this checkbox to have each event sent as a separate export, rather than as a batch
• Export to Directory: Checking this box enables the user to specify the directory or SFTP site to export to

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HL7 2.5.1 Import

Premier will import ADT^A08 and DFT^P03 message types

• Activation Code: Code provided by EZClaim to enable the interface
• Active: If unchecked, EZClaim will not check for new files
• Update Patient Information: New incoming patient data will overwrite existing data
• Check Import Directory/Check SFTP:  tells EZClaim whether the files will be accessible through a directory on the user’s network, or whether to use SFTP to pull files from a remote source
• Import Directory: Location of directory containing the files to be imported
• Check Minutes: How often EZClaim will check the directory for new files to be added to the interface review screen
• Backup Files: If checked, copies of the files will be saved in a backup directory in the import directory 
  • The filename will contain the date and time it was brought into the company file
• SFTP Site: This setting determines the site from which SFTP files will be pulled. You can set it up in the connection library. 
  • See EDI Connection Library for more information on setting up EDI Connection entries. 

• Physician Overrides: For more information on this feature, please see “Physician Overrides” above. 

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Practice Fusion Premium Import

• Activation Code: Code provided by EZClaim to enable the interface

• Practice Id: This is the Practice ID that is set in Practice Fusion

• Check Minutes: How often EZClaim will check the directory for new files to be added to the interface review screen

• Active: If unchecked, EZClaim will not check for new files

• Update Patient Information: New incoming patient data will overwrite existing data 

• Process Each Superbill Individually:

  • If unchecked, available superbills will be brought into EZClaim as one file for review 

  • If checked, every superbill will show as individual review files  See Review Incoming Files for more information about reviewing incoming data

• Test Connection:  Click this button to confirm all the settings are correct and that the system is registered properly with EZClaim 
  • This will only test the configuration on EZClaim’s side, it will not test Practice Fusion’s configuration  If successful, you will receive the following message:

• Physician Overrides: For more information on this feature, please see “Physician Overrides” above.

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