Patient Management
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      Patient Records: Specific Field Information

      Definitions for specific patient record fields and their corresponding 1500 fields

      EZClaim Patient Record Fields and 1500 Map

      • Account # - If showing AUTO then EZClaim will automatically set the account number when the patient is saved.
      • Diagnosis Codes – The diagnosis code values play a crucial role in the creation of a new claim, but they can also be adjusted on the claim screen if needed. To open the Diagnosis Library screen, simply double-click or press Alt-L (Windows) or Opt-L (MacOS).
      • Box 12: Print Current Date – Print the current date (or text of your choice) in box 12 of the 1500 form.
      • Box 13: Print Claim Bill Date – Prints the original bill date in Box 31 of the 1500 form. 
        • The original bill date is the date the claim was first printed or exported.
      • Signature Source – Used to print Signature on File in Box 12 and/or 13 of the 1500 form. 
        • Also used in electronic billing in loop 2320.
      • Patient Member ID – Only used in special electronic billing situations.  

      Note: Do not enter data unless required by the payer

      • External ID – Used with some interface formats.  If using interfaces (or plan to), do not enter or modify data in this field unless directed to by EZClaim.  Otherwise, you can use this field as needed.
      • Statement Information Section – Used when printing Statements to direct the statement to another name and address.
      • Statement Message – Used to print a Personalized Message on statements.
      • Don’t Send Statements – Selecting this option will exclude the patient from appearing on the Statement screen.
        • It is also accessible as a column in the Find Patient grid, allowing for easy identification of patients with this option enabled.
      • Last Statement Date – Shows the last time a statement was printed for the patient.
      • Reminder Note – A message that is shown in the search pane in the Billing and Scheduling program. 
        • Also used as popup text when creating appointments or marking appointments as attended or not attended (KEPT or NOT KEPT type statuses).
      • Copay Amt or Percent – Stores the Copay Amount.  To ensure that the copay amount is entered on the service line, make sure to check the Set Pat. Amt. Due column in the procedure code library. This will automatically enter the dollar amount into the Patient Amount Due field when the procedure code is used.
      • Appt. Reminder Pref. – When working with a 3rd party appointment reminder service such as http://www.remindercall.com and using EZClaim Scheduler, you can use this field to set the patient’s reminder preference.
      • Employment – Reference field to show what the patient’s employment status is. 
        • Not used for paper or electronic billing.