SolAce EMC Desktop Installation

Installing SolAce on a Microsoft Windows™ computer

Installing Desktop V3 Edition from the Internet
Download the latest SolAce EMC Desktop Edition installer and let it run to install the software on your workstation.

To continue, click the "Install" button to install to the default directory on your hard drive (C:\SolAce3). You may choose a different drive and directory by typing the location or by clicking on the browse button at the right side of the field. As of version 3, SolAce may not be installed to a network drive.

The setup program will proceed to install SolAce to your computer. When the install is complete, the installer's window will automatically close.

To start SolAce EMC V3, find the SolAce EMC icon on your desktop, or in the SolAce EMC menu in your Start / Programs menu and double click on the icon.

Installing Desktop V3 Edition from a CD-ROM
If you are using the single-user Desktop Edition, place the SolAce EMC CD-ROM into the CD-ROM drive of your computer. The installation process should start automatically.

To continue, click the "Install" button to install to the default directory on your hard drive (C:\SolAce3). You may choose a different drive and directory by typing the location or by clicking on the browse button at the right side of the field. As of version 3, SolAce may not be installed to a network drive.

If your CD-ROM drive is not set to automatically run when a CD-ROM is inserted, click on "Start", then click "Run", then type "d:setup", where d: is your CD-ROM's drive letter.

The setup program will proceed to install SolAce to your computer. When the install is complete, the installer's window will automatically close.

To start SolAce EMC V3, find the SolAce EMC icon on your desktop, or in the SolAce EMC menu in your Start / Programs menu and double click on the icon.

SolAce EMC Hosted Access

Accessing SolAce EMC Hosted Edition

Launch your internet browser such as Internet Explorer or Mozilla Firefox and type the following url into your address bar: http://app.solace-emc.com

When the web page opens, click on Start SolAce at the top of the screen and click on the SolAce EMC icon on the left side of the following page.

If your computer does not have Java™ already installed then your web browser will attempt to install it automatically. If that fails for any reason you can visit the official Java web site to install the Java Runtime Environment (JRE). Click the Start SolAce icon at the top of the web page after installing the JRE and you should be rewarded with a larger SolAce icon that will successfully start the application.

SolAce EMC Multi-User Installation

Starting SolAce EMC from your Office Network

If you are using the Multi-User Enterprise Edition of SolAce that's installed in one of your servers, you must open a web browser and enter your server's name or ip address to access the SolAce start page. You may need to consult with your IT department to find out which server is running the SolAce EMC software.

Once you have accessed the web page, click the Start SolAce icon on the top of the page and then click the SolAce EMC icon on the left side of the following page to get started. During the initial start an icon will be created on your desktop for subsequent use of the program. Make sure you select "yes and always" to trust all security certificates pertaining to the SolAce EMC software.

Errors while importing

Importing Claims

To begin importing your claims click on File/Import and choose your print file’s file type (i.e. print image: txt-csv, nsf, ubf, etc…).

• Usually the location of your file is preset in the “Print file” box located in Setup/User Options. If it’s not set up, you will be prompted to locate the file. Once the proper print file is selected its path should appear in the “Import file” box.
• After choosing your import file you need to make sure that the appropriate map for the claims being imported is chosen in the “Form Map” box.
  NOTE: This applies to print image files and .csv files only.

Possible Problems and Causes:

Problem
Error Message: “The import file cannot be found

Causes

1. The print file location is not setup in the Setup/User Options “Print file” box and can’t be found.
2. The print file location set in the Setup/User Options “Print file” box is incorrect because the print file is currently exporting to a different location.

Solution
In this case you will need to contact your Practice Management Tech and ask where your print file is being stored. Once it is found, you will need to save its file path into the Setup/User Options “Printfile” box.

Problem
Error Message: “ Total charges is invalid”, “ The input file ended unexpectedly”, or “Your input file ended prematurely while extracting field..."

Causes
If you experience any of the errors above, please check if any of the following apply:

1. The wrong map is selected in the “Form Map” box.
2. The print file being imported is empty.

Solution

1. If you have selected the wrong Form Map, please click on the drop down arrow in the “Form Map” box and select the correct Map and try your import again.
2. If the error message states that your file is empty you should open the actual file that you are trying to import in Notepad and confirm if it contains any data. If it doesn’t, please contact your practice management tech and let them know that your claims are not exporting to the print file properly.

Problem
Error Message: “This batch of records is a duplicate…”

Causes
The batch has been previously imported.

Solution
If you receive this error, please check the File/Manager screen to see if this batch has already been imported. If you would like to continue re-importing the batch, delete the one previously imported in File/Manager and try your import again.

Warnings after Import

Warnings after Import

After clicking “Continue” at the Import screen, if SolAce found problems in your batch, you will be automatically redirected to the Claim Editor screen so that you may fix your errors. Common problems experienced at this stage are as follows:

• If SolAce does not recognize the payer ID that your practice management system generated in your print file, a pop-up box asking you to set up an alias for that payer will appear. At this time you can select the appropriate payer from SolAce’s Payer List and create an alias for it so that every time it reads the print file and sees the unrecognizable payer name it will know which payer ID to link it to in the SolAce payer list.
• If SolAce does not recognize the provider ID generated in your print file, you will be prompted to select the appropriate provider from the SolAce Provider List. To prevent this from happening again, you should check the provider ID entered in your Practice Management System and confirm if it matches the Provider ID you entered in SolAce for that specific provider. If a Pin-Override is necessary, one can be created in the Setup/Providers/Provider File/PINOverrides section.

Possible Problems and Causes:

Problem
Warning Message:” Solace does not recognize the payer name…”

Cause
The Payer name entered in the print file and SolAce's payer list does not match.

Solution
Create an alias for the payer by selecting the appropriate payer from SolAce’s Payer List. This will let SolAce know which payer to send your claims to when it reads the payer name printed in your print file.

NOTE: Users tend to click “Ok” when prompted to create an alias and choose the first payer on the payer list instead of actually searching for the proper payer. This leads into claims going into the wrong payer and mailbox. To check if the wrong payer was selected during a previous setup, you may type the payer name used in the print file into the Payer List’s “Find” box and SolAce will search for the payer the alias was created in. Once the payer is found you can double click on it to see its properties and remove the name placed in the “Aliases” box and place it under the correct payer ID’s “Aliases” box.

Problem
Warning Message: “Billing Provider or Group ID must match to an entry…”

Cause
The Provider ID entered in the print file and SolAce’s Setup/Provider/Provider File does not match.

Solution

1. Double check your Provider ID and NPI entries in your practice management system and SolAce’s Setup/Providers/Provider File screen and confirm that they are correct.
2. Create a PIN Override for the provider ID in the Setup/Providers/Provider File/PIN Overrides section.

NOTE on PIN Overrides: PIN Overrides are necessary in cases where a payer requires a different PIN when billing electronically than what is normally printed on your claim form. Or, your practice management system may only support one PIN for paper claims, and you need SolAce to handle multiple PINs for your electronic claims.

Working in the File/Manager Screen

File Manager

In the File/Manager screen, you can select a batch that you would like to review and open into the Batch Editor screen. Once you are in the Batch Editor screen you can select individual claims that have errors that need corrections.

Important things to know about the File/Manager columns:

File – Filenames are created based on the date and a number indicating the order in which it was imported on that date: [year][month][day] - ##. A file named 20051111-03 was the third file imported on November 11, 2005.

If the Queues assignment feature is used, the Queue name will appear before the File name.

Label – This is a descriptive title that can be assigned to a file at import or a later time in the file manager by highlighting a batch and clicking on Label at the bottom. This is not a necessity, but can be a great help in identifying your batches when tracking problems with claims. You may also assign Queues and Colors to your batches using this button.

Transmit Date – This date is helpful to note when tracking a claim through the message center, as file naming in the message center for this column is similar to file naming in the file manager.

Status – The status field reflects the stage of the electronic claim. (i.e. ready to send, outbound, sent, etc…)

NOTE: It is extremely important to note that although the status for a batch in the file manager may be “Accepted,” this only means that it has been accepted by a payer’s computer system, and not by the actual claims processing department. The status “Accepted” does not mean that a payment is on the way.

Important things to know about the File/Manager tabs:

Professional Claims – All your professional claim batches will be imported to this tab.

Institutional Claims – All your institutional claim batches will be imported to this tab.

Remittance Advice – All your electronic EOBs will be displayed in this tab.

• Once you double click into an EOB you may click on the Report button at the top of the screen to print out your entire EOB or you may choose a patient name and click Print Selected at the bottom of the screen to print an EOB for a specific patient.

Important things to know about the File Manager buttons:

New – This button will enable you to start a new batch

Open – This button will enable you to open a batch

Delete/Archive – This button will move your selected batch into the Archive page.

NOTE: Only files that have been transmitted can be “Archived”, all other files that have not been transmitted will be deleted out of SolAce if this button is pushed.

Filter - This area is used to select a queue that you have created under the Setup/Queues screen and to expose the "View archived file" check box which takes you to the "Archives" screen.

Working in the Batch Editor Screen

Batch Editor
To get to the Batch Editor screen, go to File/Manager and double click on a batch that you would like to review. Double clicking your selected batch will automatically open the Batch Editor screen.

Important items to review in Batch Editor:

Status Button– If a batch needs to be edited and resent for any reason (i.e., it was previously rejected and needs a change), just click on the button that says Status at the bottom of the screen or the ellipsis button to the right of the status field near the top, and click on the drop down menu on the “View/Change Status” box that appears and change it to “Resend” and click ok.

Report Button– The report button at the top right will give you the option to print a summary report or a detailed report for your batch.

Transmit Button– This button will enable you to send out claims in your batch that are ready to send even though you still have a few with warnings that you need to work on. Clicking this button will separate the claims with the status of “ready to send” or “resend” to another batch that is clear to send.

Preview EDI Button - We have conveniently added this button so that you can preview what your EDI file will look like once your batch is in the "Ready to send" status.

Print Button - To print your claim onto a CMS or UB form that you have purchased (alignment charges may apply), use the "Print Preview" feature. To print the claim with an image of the CMS or UB form onto a blank piece of paper with colored ink, use the "Save as PDF Forms" feature. Remember to select one or more claim(s) prior to pressing the "Print" button.

Status Column - This column will show you the specific claim's status. If the claim's file has been sent, it will even show you the outbound file control number that was assigned to the outbound file that was sent to your payer. This number is often referenced in the inbound files that you receive in your inbox from your receivers.

Mailbox Column – It is best to double check this column to make sure that your claims are going into the correct mailbox before you generate your EDI outbound file.

Working in the Claim Editor Screen

Claim Editor

To get to the Claim Editor screen, go to File/Manager, double click on a batch to open into the Batch Editor screen and then double click on a claim to open into the Claim Editor screen.

Here, you can go through each claim and correct any errors that each claim has. The errors are represented by warnings at the bottom of the screens.

Warnings in Claim Editor:

Warnings – To correct your warnings, double click on a warning at the bottom of the claim editor screen. Once you double click on a warning SolAce will move your cursor to the appropriate tab that needs correction and it will highlight the specific field in the claim that needs to be corrected. Often, the fields will either have a drop down list or a magnifying glass next to it that will take you to a list of options to choose from to correct the error/warning.

Navigation Arrows:
To review each claim record within your batch, use the navigation arrows at the top of the screen.

Important things to know about the Claim Editor tabs:

Tabs – Each tab running across the top of the page after the CMS-1500 tab relates directly to a box in the CMS-1500 tab. Therefore, any information entered in the CMS-1500 fields will also be automatically populated into its related detail tab in the Claim Editor screen.

All Fields – This tab brings you to a screen that contains a listing of data from all of the tabs in the Claim Editor screen, and can be a useful place to find an unusual piece of data that may be causing a problem.

Important things to know about the Claim Editor buttons:

Map – Clicking the map button at the bottom of the Claim Editor will open the map that is currently being used for your batch. However, the data that it will bring up in its background will reflect the last print file you generated in your system. It does not necessarily use the data of the claim you are currently viewing in Claim Editor.

Verify – After correcting a warning, you should click on “Verify” to confirm that the error has been corrected. The error message should immediately disappear if the error correction was successful.

Ignore – This button should only be used if you know for sure that the data being labeled as incorrect is in fact correct. To un-ignore previously ignored warnings, highlight the warning and press ignore again. Click Yes when prompted to confirm.

Possible Problems and Causes:

Problem
Payments are going to a patient.

Causes

1. “Medicare Participating” is not checked in the Provider’s File.
2. There’s an amount in Box 29 of the CMS-1500 form.

Solution
To prevent this problem from happening, make sure that the “Medicare Participating” box is checked in the Provider’s file in the Setup/Provider/Provider File if the provider is a Medicare Participating provider. In addition, make sure that Box 29 in the CMS-1500 form reflects $0.00. If there is an amount showing, please double check your map and make sure that there isn’t an active field box sitting on top of Box 29.

Problem
Missing information for Commercial claims that you know is in your print file.

Cause
Commercial claims require more information than Medicare claims. If you used a Generic Medicare or Commercial map, some fields that are required for your commercial claims might not be activated or mapped properly in the map that you used.

Solution
Open your map and make sure that the following fields are enabled for the following claim types below:

• Medicare Claim Fields: 1-3,5, 8,9a, 9d, 10a-c, 12-21,24a,b, d, e, f, g, j, 26-29, 32-33.
• Commercial Claim Fields: In addition to the Medicare boxes, the following also need to be activated: 4,6,7,9b, 9c,and 11a-c.

Problem
The wrong Diagnosis code is appearing in Box 24E or there is no entry appearing in Box 24E.

Causes

1. The field for Box 24E might not be activated in your map.
2. Since SolAce did not find an entry in Box 24E it defaulted to show the first diagnosis code entered in Box 21.
3. Your print file did not have any Diagnosis code entries.

Solution

1. To check if the field for Box 24E is active and mapped properly, go to Setup/Maps and double click on the map you would like to check to open it into the Edit Map screen. In the Edit Map screen, change the setting in the Filter section at the bottom right hand corner from “Enabled Fields” to “All Fields”. Find the field for Box 24E on the fields list on the right panel and click on it once to select it. Once you’ve selected the field, SolAce will show you on the left (main) panel where the box is currently placed in your map. A check mark next to the field on the list will indicate that the field is active. At this time, please also look to see where the box for this field is placed in your map and make sure it is covering the correct information.
2. If your print file did not include an entry for Box 24E, SolAce will choose the first diagnosis code that is entered in Box 21. To correct this problem, you can manually enter the correct code. You should also correct this problem in your Practice Management system and make sure that it will include the proper Box 24E entries the next time you export your claims.
3. If your print file did not include any diagnosis code entries for Box 21 or Box 24E SolAce will not populate anything in those fields. Please correct this problem in your Practice Management system.

Printing Management Reports in SolAce

Reports
There are many useful reports that you can print in the Reports menu that contain valuable information.

Report Preview Buttons:

PDF-The first button on the toolbar will allow you to save a PDF copy of the report to your computer.

Print-The second button will send the report to your printer.

Arrows-The arrows on the toolbar will let you navigate to the first, previous, next, or last page of the report.

Zoom-The magnifying glass buttons will let you zoom in and out to see the report better on your screen.

NOTE: Reports consume considerable amounts of memory, so be sure to close the windows when you are finished looking at the report.

Type of Reports:

Reports/Providers
The Provider Listing report produces a print out of the SolAce Provider List sorted by type of entry and name. The Tax ID and several PINs are included on the report to make it a useful snapshot of your provider list.

Reports/Payers
The Payer Listing produces a print out of the SolAce Payer List. This report includes the same information you see on the Setup/Payers screen.

Reports/Patients
The Patient Listing produces a print out of the SolAce Patient List. This report includes the same information you see on the Setup/Patients screen.

Reports/Address
The Address Listing produces a print out of the SolAce Address Book that you have created. This report includes the same information you see on the Setup/Addresses screen.

Reports/Claim Status
The Claims Status Summary report displays a count of claims and total dollar amount for each status that SolAce tracks. This report operates on all data files present in the File/Manager screen, but does not examine archived data files.

Reports/Transmit
The Transmission Report produces a list of all outbound transmit files. It includes the control number for each file and an X next to each control number where a HIPAA compliant acknowledgment has been received. Use the Claims Listing Report in conjunction with this report if you want to track your transmissions closely.

Reports/Mailbox Activity
The Mailbox Activity report produces a listing of your mailbox’s inbound and outbound activity for a specified range of dates. For the outbound, it details out how much you have billed out to your receivers during your selected time frame, the number of records per batch billed, and the control numbers assigned to each batch. For the inbound, it details out the types of inbound reports you’ve received from your receivers and the dates they were received.

Generating your EDI file

Congratulations! Your file is ready to send.

Once you have finished correcting all of your warnings in the Claim Editor screen, SolAce will give you a pop up window letting you know that your batch is ready to send.

You can select "Stay in editor", "Close the batch", or "Go to the message center" to generate your EDI file.

Once you arrive at the Message Center screen the "Process Outbound" box will appear to let you know it has detected a batch that is ready to be sent. Push the "Generate" button to generate your EDI file.

NOTE:Only files assigned to an electronic mailbox will generate an outbound file. If your claims are assigned to "Paper", they will continuously appear in the Process Outbound box until you change their status to "Sent Manual" or "Sent Paper".

The Process Outbound Box

Prior to pressing the "Generate" button, you may deselect certain batches from the "Select" column if you are not ready to generate them.

Problem
The Process Outbound box does not automatically open even though there are electronic batches that are "Ready to send".

Cause
The "Always show this screen automatically" box has been unchecked on the Process Outbound box.

Solution
Click the "Out" button on the bottom left side of the Message Center screen. When the Process Outbound box appears, check the box for "Always show this screen automatically".

Working in the Message Center Screen

Message Center

To go to your message center where you will actually transmit your files, go to File/Messages.

The message center consists of 3 panes; an Outbound pane (located at the top half of the screen), a Preview pane (located at the bottom half of the screen), and a mailbox list pane located on the left side of the screen. Each of your mailboxes listed on the left pane will contain its own outbox, inbox and archive folders. The archive folder will also contain and outbox and inbox folder to separate your archive files.

NOTE: When calling a payer for any reason, such as checking on a claim’s status, they may ask for your submitter ID; this is the number found in the mailbox list on the left pane of the message center.
It is also helpful to note that when a user has multiple mailboxes, the name of the receiver for each corresponding submitter ID can be found by placing you mouse over the submitter ID's found on the left.

Important things to know in the Message Center:

Outbound files - All outbound files are automatically archived after they are sent, and can be found by clicking on your mailbox ID/archive/outbox folder. Each outbound file is assigned a Ctl (control) number which is often referenced in the reports you receive back from your payers.

Inbound files - All inbound files are archived after you double click on them and view them. If you prefer to use the preview pane at the bottom instead of opening the full report, it is your responsibility to manually archive the report by pushing the "Archive" button in the middle of the screen.

Sending – Files are automatically sent every 10 minutes or so. However, you can choose to send your batch at a preferred time by clicking the calendar button at the bottom left just below where it says “Next Send” and choose a desired date and time to send. Or the batch can be queued for immediate transmission by clicking “Now" and "Schedule” instead of entering a date and time

Receiving – Files can be received the exact same way as the “Sending” procedure above by using the calendar button next to “Next Receive.”

Load – this button can be used if you receive files from a payer by another means, such as a web portal, and need to load the file you downloaded into SolAce (such as an electronic EOB).

To Batch - If you go to a mailbox/archive/outbox folder and select a previously sent file, you may click this button to be automatically transferred to the Batch in the Batch Editor screen. This is a very helpful feature when trying to resolve issues with previously sent batches that need resending.

Cancel - If you mistakenly generated an outbound file, you may highlight the file and press the cancel button to remove it from the outbox folder.

Possible Problems and Causes:

Problem
Duplicate “Next” Control Number

Cause
A Control Number (found under the “Ctl #” column) is a number SolAce assigns to an outbound batch before it is sent. This same number is used to match inbound files that are later received for the original corresponding outbound.

NOTE: Not all inbound files have control numbers

• There are scenarios where an outbound batch will be assigned the same number as a previously sent batch. SolAce will detect this and give an error that says “error running outbound processing, the mailbox has the next control number of __, but there is an outbound archived batch that already uses this number.”

Solution
To fix this, go to Setup > mailboxes and double click the mailbox that you are trying to transmit with. Then click on the Advanced tab in the mailbox properties and change the value of the “Next control #” to a number that is 10 greater than the current value. Click OK, save, and try the transmission again.

Working in the Search Screen

Searching for claims

The Search screen under File/Search is very helpful in helping you search for a patient’s record in the batches that you have imported into SolAce.

When you search for a claim please make sure that you select the correct “Tran Type” or type of claim. Not all fields are required when conducting a search. For instance, if you wanted to find every claim for patients with the last name smith, simply type “smith” in the last name field and click Search. However, you must specify the correct last name and/or first name when searching. Please also keep in mind that the name fields are case sensitive when searching on the Desktop and Multi-User versions of SolAce.

Payer Setup

How does SolAce send claims to multiple payers?
SolAce determines how to route each claim on an individual basis. The payer on the claim has to first be resolved to a payer in the SolAce payer list. This can be accomplished in one of two ways:

• Use the same ID or Name that SolAce has on its payer list for the claims that you import, or
• Add an alias for the payer the first time SolAce tells you the payer doesn't match to one in the list. This is done by clicking the Search button and picking the correct payer, then answering Yes when prompted if you want to setup an alias.

You can mix claims for different payers into a single batch unless you have different billing requirements for the payers. For example, some specialties have to bill Medicare differently than they bill other payers, such as Chiropractic, Ambulance, Podiatry, and PT/OT specialties. If this is the case for you then you may need to separate your Medicare claims from all the other payers before you import into SolAce.

Secondly, the billing provider on the claim has to be resolved to a provider in the SolAce provider list.

Once the payer and provider are resolved, SolAce then finds the best route for the claim using the mailboxes that you have setup on the Setup/Mailboxes screen. Direct connections are displayed as zero cost even though there may be long distance or ISP charges involved. Clearinghouse connections can vary in cost because clearinghouses charge different rates depending on their contract with the payer or other clearinghouses. SolAce estimates clearinghouse charges for you based on whatever clearinghouse data it has loaded, and will display the estimate on each claim and on the Send/Receive screen before you transmit the claims.

You can see the route that SolAce selected for each claim by checking the Mailbox field in the Claim Editor screen. This field is present in both the claim form views and on the Payers tab, located just below the payer field.

Provider Setup

How does SolAce handle provider ID numbers?
SolAce supports multiple payers and communication channels, and payers have differing requirements on the Provider ID numbers (PINs) and NPIs that need to be used on their claims. To accomodate all the different requirements, SolAce has built-in support for very complex provider setups. SolAce tries to present this in a very user-friendly way so that providers with simple setups aren't overwhelmed, but providers with complex setups are not limited by the software.

For starters, SolAce requires setup of a provider list. There are multiple reasons for this, most important among them to be able to provide good edit checks for new electronic claim billers, and to support the provider data requirements of the HIPAA 837 transactions.

Provider Types
Each provider in the SolAce provider list has an entry type that is easy to understand, but tells SolAce an important piece of information about how the PINs and NPIs for that provider can be used. The table below shows the provider entry types along with the information that SolAce gets from that entry type.

Provider Type	Valid as a Billing Provider	Valid as a Rendering Provider	Notes
Solo Practice/Organization
Group Practice			Will have no UPIN or taxonomy code. Used for Facilities also.
Group Provider			Will have no address, and will always reference a billing provider (a Group Practice) for name, address and Tax ID.

General PINs
Each provider in the SolAce provider list has a Tax ID or SSN. Group Providers have an SSN but it is never transmitted and is only used in rare cases for matching an SSN on a claim form to an entry in the SolAce provider list.

Each provider also has a list of General PINs, which are provider ID numbers based on a payer's Plan Type (also known as "line of business"). Examples of General PINs are Medicare PIN, Medicaid PIN, and BCBS PIN. Plan Type corresponds to payers because each payer in the SolAce payer list has a Plan Type. SolAce determines which PIN to use for an individual claim by looking at the payer and provider number on that claim. For a Medicaid claim it will try to locate a provider with the Medicaid PIN on your claim. If there is no matching PIN for the payer a match will be attempted based on Tax ID.

As an example of how this works, assume you have a claim imported into SolAce with the payer identified as Virginia Medicaid and a PIN in box 33 of 12345. Virginia Medicaid's entry in the SolAce payer list indicates that the Plan Type is Medicaid. In this example, SolAce will try to locate a provider entry with a Medicaid PIN of 12345. Once located, the provider entry tells SolAce everything it needs to know for edit checks and transmission. If no PINs are provided, SolAce will search based on NPI and/or Name.

There are always exceptions, and for everything we have covered up to this point there is a way to override the default behavior.

PIN Overrides
The PIN Overrides feature in SolAce is where the ultimate in PIN flexibility resides. This feature lets you build a list of payer-specific provider ID numbers. PIN Overrides take precedence over the General PINs we just covered.

To add a PIN Override you select the payer and enter the PIN that should be submitted for that payer. The PIN Overrides list is checked before the General PINs or Tax ID, both during editing and transmission. This allows you to print one PIN on your claim form and set it up in the General PINs area, but override it for electronic claims by adding an entry to the PIN Overrides list.

In addition, you can override whether the PIN is valid for use as a billing or rendering provider number. Remember what we covered in the Provider Types section above about the different provider types being valid for billing or rendering usage? The PIN Overrides feature lets you override this default behavior for individual payers to allow use of a PIN as billing or rendering. SolAce also tries to default this sensibly, such as allowing Group Practices to be used as Rendering providers on commercial claims.

Scenarios
Some of the more complex scenarios are described below with a description on how SolAce would be setup to handle the situation. Keep in mind that each scenario might be payer-specific, and SolAce can handle each scenario separately by payer. In other words, you might have one scenario that applies to Medicare, and another that applies to Medicaid. You would just combine the different setup techniques described below to handle all your payer's requirements.

How to setup a dial-up network connection

Windows™ Family

This Microsoft® page has all the information for setting up Dial-up Networking connections on Windows.

Network and Dial-up Connections

Mac OS X Family

Open the Internet Connect icon in your Applications folder.

Click on the Modem tab at the top.

Click the + button to add a new connection. Enter the phone number, login ID, and password in the fields provided.

Click the Connect button to connect.

While connected the screen will look like this. Minimize it, or you can close it and use the phone icon at the top right of your screen to get it back later.

Click the Disconnect button to disconnect, or use the phone icon at the top right of your screen.

Linux

This one is not for the faint of heart...

Linux PPP HOWTO

The names of other companies, products and services are the property of their respective owners.

Practice Management Systems

This section includes tips and instructions from our customers on how to print to a file with practice management systems. These instructions are not intended to be a step-by-step guide for every provider's office to follow, but they should point you in the right direction for you to determine your own office's billing process.

SolAce EMC™ can be utilized with any system that has the ability to print a consistently formatted print file, NSF/UBF File, 837P/837I file, or Comma Separated Value (.csv) file with consistent headers.

Trademark Notice
The names of other companies, products and services are the property of their respective owners. Including the following:

The Medical Manager by Sage™

McKesson Information Solutions LLC
Medisoft™
Lytec®

Medlook by Fagerman Technologies, Inc

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