You may notice behind-the-scenes programming that you prefer (or need) to override in certain situations.
You may notice behind-the-scenes programming that you prefer (or need) to override in certain situations.
You can view the rules already in play, edit them as needed, and/or create new rules as you see fit.
- To get started, click Ctrl + Alt + V (or Cmd + Opt + V for Mac users) from anywhere in EZClaim to bring up the Rule Library.
- Click Edit Rules to open the edit window
- For rules already in place, the fields will be grayed out.
- If you wish to deactivate an existing rule, simply uncheck the Enabled box in the lower-left corner of the screen.
- To add a new validation rule, choose the Name you want to appear on the drop-down and associate it with the appropriate Field within your EZClaim program. Please note that each of the four Rule Types will provide a different list of available fields.
- Next, build the message you want the warning to display.
- We suggest personalizing it (via casual wording, extra punctuation, etc.) so it will be easier to distinguish between the default validation rules and your own custom rules.
- Next, select the Severity level you prefer
- The selection will result in one of the following errors when you are attempting to send claims:
- Finally, build the Validation Logic as needed
- Click Save & Close to exit the Validation Rules Library.