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EZClaim Support Videos

These support videos are focused on presenting helpful information on how to use EZClaim’s medical billing software. Specifically, creating claims, creating payments, creating reports, and customizing options.

TABLE OF CONTENTS

Click on the links below to ‘jump’ directly to that particular section.

HOW TO CREATE CLAIMS IN EZCLAIM

These videos show tutorials about taxonomy codes, recurring claims, place of service, status messages, and sending claims to a Clearinghouse.

EZClaim - Support Video - How To Enter Taxonomy Codes

How To Enter Taxonomy Codes in EZClaim

JULY 1, 2020 | The tutorial shows how to populate taxonomies for billing and/or rendering providers as required by payers, using EZClaim’s medical billing software. Many payers now require taxonomy codes in both paper and electronic claim submissions for accurate validation and reimbursement of services rendered..

EZClaim - Support Video - Understanding EDI Reports

Understanding EDI Reports in EZClaim

FEBRUARY 24, 2020 | The webinar will discuss the EDI ANSI X12 reports in EZClaim. It will also talk about tasks and widgets, and how they are tied into the EDI Reports.

EZClaim - Support Video - How To Create Recurring Claims

How to Create Recurring Claims in EZClaim

NOVEMBER 29, 2018 | This tutorial will show how to easily set and save the settings for a recurring claim.

EZClaim - Support Video - How To "Set Place" Of Service

How to Set Place of Service in EZClaim

SEPTEMBER 26, 2018 | A step-by-step tutorial showing how to “Set Place” of service in EZClaim.

EZClaim - Support Video - Creating Claim Status Messages

Creating Claim Status Messages in EZClaim

JANUARY 20, 2017 | This tutorial will show you how the EZClaim medical billing system uses Trizetto 277 Report to attach claim status messages to a claims history to create work lists for rejected claims.

EZClaim - Support Video - Sending Claims To Clearinghouse

Sending Claims to Clearinghouse or Direct to Payer from EZClaim

NOVEMBER 29, 2016 | This tutorial will cover the basics of sending a claim to a Clearinghouse or direct to the payer. Claim submission only takes a couple of clicks in EZClaim.

EZClaim - Support Video - Creating a Patient Claim

Creating a Patient Claim in EZClaim

NOVEMBER 29, 2016 | This short step-by-step tutorial shows you how to create a patient claim in EZClaim.

Click the following link to view EZClaim’s support resources.

HOW TO CREATE PAYMENTS IN EZCLAIM

These videos show tutorials about inputting payments, making adjustments, modifying payments, patient refunds, auto posting, 835 files, processing credit cards, and resolving error messages.

EZClaim - Support Video - Entering a Patient Refund

Entering A Patient Refund in EZClaim

APRIL 15, 2021 | Watch as we show you how to enter a patient refund in your EZClaim billing program.

EZClaim - Support Video - How To Process Credit Cards

How to Process Credit Cards With EZClaim

MARCH 26, 2021 | EZClaim is proud to be able to show its NEW credit card processing feature called, EZClaimPay. To help simplify payment for our clients, we have integrated this new payment process into our billing software.

This video is a step-by-step tutorial demonstrating how to use EZClaimPay within the EZClaim Billing and Scheduler software.

EZClaim - Support Video - Resolving the "Balance Exceeded" Message

Resolving the “Balance Exceeded” Message in EZClaim

JANUARY 29, 2021 | This tutorial will examine the “Balance Exceeded” message that may occur while auto posting 835 payment files. We will discuss why you receive it, and what to do when you do receive it.

EZClaim - Support Video - Auto Posting ANSI 835 EDI Files

The Basics of Auto Posting (ANSI 835 EDI files) in EZClaim

NOVEMBER 30, 2020 | In this video, we go over the basics of auto posting through the receiving and posting of payments from an ANSI 835 EDI file (also known as ERA).

EZClaim - Support Video - Resolve the "Payer Not Linked" Message

How to Resolve “Payer Not Linked” Message in EZClaim

NOVEMBER 27, 2020 | In this video, we review the steps to manually resolve the “payer not linked” message in EZClaim.

EZClaim - Support Video - Setting Auto Posting Options

How to Set Your Auto Posting Options in EZClaim

NOVEMBER 27, 2020 | In this tutorial, we will discuss how to set up your auto posting options before posting your 835 payment file in EZClaim.

EZClaim - Support Video - Resolve "Service Line Not Found" Message

Resolve “Service Line Not Found” Message in EZClaim

NOVEMBER 27, 2020 | In this tutorial, we will show you a step-by-step process to resolve the ‘service line not found’ message in EZClaim.

EZClaim - Support Video - Modify or Delete a Payment

How to Modify or Delete a Payment in EZClaim

NOVEMBER 27, 2020 | Learn the quick steps to modify an existing payment or how to fully delete it.

EZClaim - Support Video - How to Manually Add 835 Payment Files

How to Manually Add 835 Payment Files in EZClaim

NOVEMBER 27, 2020 | In this tutorial, we talk about how to manually add 835 payment files in EZClaim.

EZClaim - Support Video - Entering Payments and Adjustments

Entering Payments and Adjustments in EZClaim

MAY 4, 2020 | The webinar will focus on how to manually enter your payments and adjustments into EZClaim.

EZClaim - Support Video - Apply, Track, and Ignore Settings

Understanding Apply, Track, and Ignore Settings in EZClaim

MAY 13, 2020 | The tutorial shows the specifics of how to post-adjustment write-offs, track adjustments for claim follow-up, and understand each posting option. It also shows the logic behind the apply, track, and ignore adjustment settings.

EZClaim - Support Video - Auto Posting System

Understanding the Auto Posting System Within EZClaim

JANUARY 24, 2017 | This webinar will cover EZClaim’s auto posting systems, and the features and options included in the software. It will also show ANSI 835 examples. The goal is to help you gain a larger understanding of all the posting tools that EZClaim has available.

EZClaim - Support Video - The Basics of Payment Entry

Learn the Basics of Payment Entry in EZClaim

JANUARY 24, 2017 | This tutorial covers the basics of entering a paper EOB into EZClaim.

Click the following link to view EZClaim’s support resources.

HOW TO CREATE REPORTS and GRIDS IN EZCLAIM

These videos show tutorials about running reports, downloading reports, ‘drilling down’ in reports, conditional formatting, saving your layout, and using “find grids.”

EZClaim - Support Video - "Find Grids" Improves Efficiency

How "Find Grids" Improves Efficiency in EZClaim

APRIL 3, 2020 | The webinar will show you how to customize and take full advantage of the “Find Grids” features in EZClaim that will improve your efficiency.

EZClaim - Support Video - How To Use Conditional Formatting

How To Use Conditional Formatting in EZClaim

MARCH 25, 2020 | The webinar will show the use of conditional formatting in your EZClaim software. It explains what conditional formatting is, why it is valuable, and some examples of how to use it.

EZClaim - Support Video - How To Use "Find Grids"

How to Use “Find Grids” in EZClaim

DECEMBER 19, 2019 | This webinar will show how to use the “Find Grids” feature in EZClaim. Specifically, it shows the filter editor, how to sort your grids, and how to save layout features.

EZClaim - Support Video - How To 'Drill Down' In Reports

How to ‘Drill Down’ in Reports in EZClaim

AUGUST 30, 2019 | A step-by-step tutorial of the process of ‘drilling down’ in reports in EZClaim.

EZClaim - Support Video - How To Save Your "Layout"

How to Save Your “Layout” in EZClaim

OCTOBER 29, 2018 | This tutorial will show how to save your “layout” in EZClaim.

EZClaim - Support Video - How To Create a "Claim List" Report

How to Create a “Claim List” Report in EZClaim

AUGUST 28, 2018 | Tutorial of how to create a “claim list” report in EZClaim.

EZClaim - Support Video - How To Download Reports

Downloading Reports in EZClaim

JANUARY 24, 2017 | This tutorial shows just how simple it is to download reports in EZClaim.

EZClaim - Support Video - How To Run Reports

Running Reports in EZClaim

JANUARY 20, 2017 | This tutorial will review the report system in EZClaim. We will cover how reports are run, and review the unique features available within them.

EZClaim - Support Video - Understanding Navigation and Grids

Understanding Navigation and Grids in EZClaim

JANUARY 18, 2017 | This tutorial will cover the basics of navigating the EZClaim medical billing program, customizing grids, and how to find information. If you are looking to familiarize yourself with the basics of EZClaim, this is a great place to start.

Click the following link to view EZClaim’s support resources.

HOW TO CUSTOMIZE EZCLAIM

These videos show tutorials about patient classifications, statements, printing, widgets, and program options.

EZClaim - Support Video - Program Setup Options

Program Setup Options in EZClaim

APRIL 14, 2021 | Learn how to set initial program defaults and settings, including patient account numbers, claim status, and printer alignment.

EZClaim - Support Video - How To Print Patient Statements

How to Print Patient Statements in EZClaim

JUNE 4, 2020 | Tutorial reviews patient statements in the EZClaim program and shows how to print a bill of the patient’s account balance.

EZClaim - Support Video - How To Set Statement Options

How to Set Statement Options in EZClaim

JUNE 4, 2020 | The tutorial shows how to set your EZClaim statement options, including return address, pay-to address, and statement details to print.

EZClaim - Support Video - How To Create and Manage Widgets

Create and Manage Widgets in EZClaim

JANUARY 10, 2020 | Tutorial reviews “widgets” in EZClaim. It will show you what a widget is, how to create one, and how to manage them.

EZClaim - Support Video - How To Create Patient Classifications

How to Create Patient Classifications in EZClaim

JULY 26, 2019 | This tutorial of the steps to set up patient classifications in EZClaim.

Classification is used as a means to organize patients. You may enter the classification on the Patient screen and include this classification field in many grids and reports within the Premier billing software system.

Click the following link to view EZClaim’s support resources.

PARTNER INTERFACES TO EZCLAIM

These videos show tutorials about the ‘external’ interfaces to EZClaim from TriZetto, Nexus, BillFlash, BestNotes, QuickEMR, Amazing Charts, and Practice Fusion.

EZClaim - Support Video - How To Connect To TriZetto Provider Solutions

Connecting EZClaim to TriZetto Provider Solutions

AUGUST 31, 2020 | The tutorial shows how to set up EZClaim to send TriZetto Provider Solutions (TPS) a test claim using SFTP, which is the safest and quickest way to send your claims.

EZClaim - Support Video - How To Transfer Claims From Nexus

How to Transfer Claims from Nexus Clinical Into EZClaim

MAY 30, 2017 | Tutorial on how to transfer your patients and claims from Nexus Clinical into EZClaim.

EZClaim - Support Video - How To Send Statements To BillFlash

How to Send Electronic Statements to BillFlash from EZClaim

JANUARY 26, 2017 | Tutorial of the process to send electronic statements to BillFlash. You will also learn how to configure the BillFlash add-on in the EZClaim user interface.

EZClaim - Support Video - How To Transfer BestNotes Data

Transferring BestNotes Data Into EZClaim

DECEMBER 19, 2016 | BestNotes users now can transfer their data into EZClaim. This tutorial will give you an overview of the integrated application and how to perform the data transfer.

EZClaim - Support Video - The Interface To QuickEMR

EZClaim Interface to QuickEMR Tutorial

DECEMBER 17, 2016 | Learn about how QuickEMR and EZClaim’s interface allows you to simplify your medical billing by simply marking it ready for billing in the QuickEMR software.

EZClaim - Support Video - Amazing Charts Is Integrated

Amazing Charts EHR Integrated Into EZClaim

NOVEMBER 28, 2016 | Amazing Charts software is integrated within the EZClaim billing software. It allows for an easy transfer of data and information directly into your EZClaim’s billing software for review and approval.

EZClaim - Support Video - Practice Fusion EHR Is Integrated

Practice Fusion EHR Integrated Into EZClaim

NOVEMBER 14, 2016 | Practice Fusion is a free, cloud-based, certified EHR system that is integrated into the EZClaim medical billing software. Learn more about how you can get started with a 30-day free trial.

Click the following link to view EZClaim’s support resources.

MISCELLANEOUS SUPPORT VIDEOS ABOUT EZCLAIM

These videos show tutorials of a variety of miscellaneous topics.

EZClaim - Support Video - Overview of EZClaim

Overview of EZClaim Medical Billing Software

MARCH 12, 2021 | EZClaim’s easy-to-use navigation, intuitive workflow, and customization capabilities in their medical billing software allow one to process claims and payments faster than other billing systems.

EZClaim - Support Video - Features That Assist Billing Services

EZClaim Features That Assist Billing Services Suppliers

MAY 4, 2020 | The webinar shows the features in EZClaim that will assist the billing services supplier.

EZClaim - Support Video - Where Did 'Errors Button' Go

Where Did ‘Errors Button’ Go in EZClaim?

MAY 7, 2018 | In this tutorial, you will learn why the “Check for Errors” button is gone in the “Send Claims” tab in EZClaim. For versions after 6.16, EZClaim now checks for errors automatically—saving you time in processing your work.

EZClaim - Support Video - Getting Started (Part 1)

Getting Started with EZClaim Premier (Part 1)

JANUARY 24, 2017 | This webinar is about how to get started with EZClaim Premier, and to help you familiarize yourself with the tools within the medical billing software (Part 1 of 2).

Topics Include:
– Navigation
– Payer and Physician Libraries
– Creating Patients
– Creating Claims
– Sending Claims
– Downloading EDI Reports

EZClaim - Support Video - Getting Started (Part 2)

Getting Started with EZClaim Premier (Part 2)

JANUARY 24, 2017 | This webinar is about how to get started with EZClaim Premier, and to help you familiarize yourself with the tools within the medical billing software (Part 2 of 2).

Topics in this webinar include:

– Working Rejected Claims
– Posting Payments
– Auto-Posting
– Printing Reports
– Patient Statements
– Grid Features

EZClaim - Support Video - Updating To Premier

Updating to EZClaim Premier

NOVEMBER 15, 2016 | Updating to EZClaim Premiere has never been more important since updates and maintenance for Advanced are ending. Watch this video to learn just how easy it is to update.

Click the following link to view EZClaim’s support resources.

OTHER VIDEOS

For additional details about other aspects of EZClaim’s business, view these sales videos and onboarding videos.

KEEP IN TOUCH

 

To find out when we release our next video, you can do two things. First, you can subscribe to our YouTube Channel. (Click below to subscribe).

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