Once the EDS Bridge window opens, click on Load to bring the claims into the EDS Bridge for review.

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1 EDS Bridge Top Navigation Bar: File - Exit: Allows the user to Exit the Bridge. Edit - Add Primary Paid: Allows the user to add the Primary Paid Amount and Date to the claim. Delete: Allows the user to delete a selected line item. Tools - Configuration: Allows EDS Support Personnel to update settings for the proper operations of the EDS Bridge. Help - About: Shows the user the EDS Bridge Version. Support: Opens EDS Remote Support program. This allows EDS support staff to log onto user s computer with installation, training or support. Send System Info: This sends the user s current EDS Bridge version information to EDS. to help Loading Claims onto the EDS Bridge: Double Click on the EDS Bridge Icon on the desktop. Once the EDS Bridge window opens, click on Load to bring the claims into the EDS Bridge for review. Once the EDS Bridge program has finished gathering claims, they will automatically load into the Bridge for the user to review:

2 EDS Bridge at a glance: Users can easily gather information by reviewing claims information in the EDS Bridge. The EDS Bridge shows the total number of claims loaded, procedure codes and amount for the claims that are loaded into it. The user can also see information related to each claim: Claim Date, Patient Name, Amount, Procedures, ID numbers, Claim type, Provider and location. Sort feature: By clicking on the column header, claims can be sorted by First name, Last name, Insurance Company name, etc. Choices: Users can choose which claims to send, delete, or add Primary Paid Amount/Date to claims. Deleting a Claim from the EDS Bridge: The user must select the line that the claim is located in, it will then shade the entire line. Click on Edit, choose Delete. This will remove the claim from the EDS Bridge and will not be sent to EDS for processing. Note: This does not delete the claim from the user s software. Holding a claim to send to EDS at a later time: The user can uncheck the box in the Send column left of the Claim Date, and the claim will not transmit to EDS when the Send button is clicked. To send this claim at a later time, add the checkmark in the left column and it will send the next time claims are processed to EDS. Preparing claims to be sent to EDS for processing: Place a check mark in the box to the left of the Claim Date for the claim(s) that need to be sent. All claims can be selected at one time by choosing Select All at the bottom of the screen. Note: All claims are checked by default when loaded into EDS Bridge. Sending to EDS: Once the user has reviewed the claims, they must click the Send button to transfer them to EDS. Once EDS receives the claims, they will go through error validation and prepared for submission to the insurance company(s). Viewing Reports: Click on the Reports tab to view reports. Several types of reports could be listed in the Reports Tab: Insurance Company Alerts, New Features and Day End Confirmation Reports.

3 Day End Confirmation is also known as the Daily Detail Report. This report shows all claims received by EDS from the previous day. EC = Electronic Claims Claims was sent Electronically. PP = Paper Claims Claim was printed and mailed. RJ = Rejected Claims Claim is rejected, review description below. PD = Pended Claims Claim needs attention, review description below. Overall Summary Displays Patient, Claim, Transaction and Total Claim counts and totals. Gives the claim count for Electronic, Paper, Pended and Rejected. Error Explains error codes from the top section of the report. Insurance Claim Responses Reports back responses from the insurance company any error or messages regarding submitted claims.

4 Eligibility Tab: (If enrolled for Eligibility) Patients From: Enter the date span desired and then click on the Load Patients button. This will load all patients that have an appointment during the selected date span. Search: Allows a specific search to take place. View: Allows specific views to be selected Available displays only the available participating payers. Not Available displays the payers that are not participating or patients without insurance. Missing Info displays those that need additional information in order to process the eligibility request. Sent to EDS Sends the selected patients to EDS for Eligibility processing. Table: Lists all the patients and information that was found for the date span. Check: Can be clicked in to add or remove a check mark for patients that are being sent for eligibility requests. Status: Status of insurance payer: Available, Not Available or Missing Info. Appt Date: Date of the appointment Appt Time: Time the appointment is scheduled Patient Full Name: Full name of the patient that is scheduled Depend Relation: Relationship of the patient to the Subscriber Patient DOB: Date of Birth for the patient that is scheduled Policy Holder: Name of Policy Holder listed on the account for the patient Member ID: ID number listed on the account for the patient or subscriber Insurance Company Name: Name of Insurance Company Name listed in the account NEIC Payer ID: Payer ID associated with the Insurance Company. Ins Type: Primary or Secondary Ins Plan: Group number Doctor: Provider listed in the patient account Dr. Lic Num: License number of provider listed in the patient account NPI: NPI number listed for the provider listed in the patient account Doctor TIN: Tax ID listed for the provider Appt Provider: Provider that the patient is scheduled with. Patient Details: Gives a breakdown of patient information that can be reviewed before the eligibility request is sent.

5 AutoPost (If Enrolled for AutoPost) Load: Loads the available ERAs to the bridge. Counts: Includes Counts of ERAs and Pre-Validation Counts including Valid, Partial and Invalid Table: Lists all information for ERAs PreValidation: Checks for the match between the claim in the office PMS system and the ERA received. Payer ID: Payer ID associated with the insurance company listed InsCo: Insurance Company ERA was received from Received: Date received PayDate: The date of the payment Pay Type: Type of payment ACH: Electronic Funds Transfer or Direct Deposit Check: Payment sent by paper Check CheckRteNum: Check or Remittance Number ClaimAmt: Total on the claim submitted Payment: Amount paid for the claim ClaimLvlAdj: Claim level adjustment for the payment TransLvlAdj: Transaction level adjustments for the payment Count: Number of claim payments included in check. PortalIdentifier: Unique number assigned to the payment for EDS internal use.

6 Statement Processing: (If enrolled for Statement Processing) Load: Will load the statement file from the office s software. Filter: Meets Criteria for Sending to EDS (Meets all criteria that the office requested) Please Pay is Below Minimum Amount (This amount is chosen by the practice) Does not meet criteria for Sending to EDS (There are errors that prevent this statement from processing) Statements Settings: Allows the office to choose the proper settings to meet their needs. Location Setup: Allows the office to set up the location to meet their criteria. Remove Unselected: Allows the office to remove statements that they don t want sent for processing. Send to EDS: Sends the file to EDS containing the statements the office has chosen to send. Table: Lists all information for Statements Statement Date: Date of the statement Guarantor: Guarantor listed on the account Status of account: (as sent by the office) Current 30 Days 60 Days 90 Days PleasePay: Amount requested for payment Est Ins: Estimated amount due from Insurance Notes: Notes included on the statement Meets Criteria: This box indicates that the selected statements meet the criteria and are to be sent to EDS for processing. Box gives running total of statements selected versus total listed. Totals: Lists the totals from each column for outstanding balances. Edit Notes: Allows the office to edit or add notes for that particular statement. Table: Displays account information for the selected statement. Date: Date of activity. Description: Activity that took place on the account on that date. Patient: Name of Patient involved in the activity. Code: Applicable codes Charge: Any charges associated with the activity. Credit: Any credits associated with the activity. Balance: How the balance was affected by the activity on the account.