The first section below summarizes the important items in as concise terms as possible. The remainder of the document provides more detail.

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1 QClaims Version 4 Change Summary This document summarizes the important changes from version 3 to version 4 of QClaims, the Early Intervention Central Billing Office electronic billing solution for Early Intervention providers. The first section below summarizes the important items in as concise terms as possible. The remainder of the document provides more detail. Additional documentations and video tutorials to show you how to use the new features in the system are available on the EI-CBO website ( info). IMPORTANT: All users will have to download version 4 of the QClaims application located on the EI-CBO site ( starting June 25 th. The Solace icon on your desktop will no longer work after June 25 th. Most Important Changes To Know About In addition to support for HIPAA 5010 transactions, there are several things that have changed from QClaims version 3 to 4. The items in this section are critical for you to review. They are covered in more detail in subsequent sections. Java 6 is required The Sign In process is different. You no longer enter Site ID and User ID, but instead use an -looking ID that combines the two into one with character separating the two IDs. For example: userid@siteid. Ability to change your login IDs (to prevent from using tax ID#). The File Manager is now called Batch Manager and shows only claims. Remittances are now shown on a new Payment Manager screen. The Claim Search screen is now integrated with the new Batch Manager screen, and you can see the claims in a batch by simply selecting the batch. Remittances are now searchable, but due to a complete re-design, only the last 12 months of remittances are loaded for viewing on the new Payment Manager screen. Your older remittances are not lost, but manual steps are necessary if you want to make them visible on the new screen. The Batch Manager, Payment Manager, and Message Center include a date filter that shows you only the last 2 months of data by default. This is easy to change and it will remember what you set it to across all three screens. Message Center has a new look. The Queues feature has been revamped with a new Tags feature. You can associate batches with multiple Tags instead of only a single queue. The Tags Revised 6/26/12 Page 1 of 7

2 feature works better with the new integrated search features, allowing quick access to anything tagged with a keyword of your choice. Security is now role-based, so you set permissions for a Security Role and then assigns one or more Users to that role to permission them. Security is also performed at an Organization level, which is a new level that resides above version 3 s Site level. Detail of Changes Java 6 Runtime QClaims version 3 would run on Java 1.4 and higher. QClaims version 4 requires Java 6 or higher. This decision was made based on Java being under new ownership by Oracle, and old versions are no longer being supported by Oracle. For example, certain security related fixes that are important for healthcare environments are only present in recent versions of Java 6. If you are running Windows 95, 98, ME, or 2000 you will need to upgrade your operating system as those operating systems cannot run Java 6. If you are running an Apple Mac computer made prior to mid-2006 you will not be able to run Java 6 and will need to use an alternate machine or purchase a new Mac. To check what version of Java you are on, on Windows, go to Control Panel and doubleclick the Java icon. Click the About button on the popup that appears and make sure it says Java 6. Visit to update to the latest version of Java. Call ( ) our support team for assistance if you have trouble. Upgrading Clients/Providers must upgrade to QClaims version 4 using the following process. 1. Go to the EI-CBO QClaims launch web page ( ). 2. Click on the QClaims icon located in the center of the page. Login 3. Version 4 will download and install from the web site. The way you log in to the system has changed in version 4. The diagram below illustrates how the Sign In has been restructured. Instead of entering a Site ID, User ID, and password, you now enter a User ID and password. Further, your User ID is not just your personal identifier, but an -like format of UserID@SiteID. If your User ID in Revised 6/26/12 Page 2 of 7

3 version 3 is John and your Site ID is mypractice, then your login for version 4 is now John@mypractice. Your Site ID from version 3 is your new Organization ID by default. The User ID and Organization ID will not be case sensitive, so you may use upper or lower case and it won t matter. Note that version 4 will default your User ID based on the last Site ID and User ID you used to login to version 3. Version 3 Login Style Upgrades To Version 4 Login Style Organization ID: YourSiteId User ID: YourUserId@YourSiteId Password: Remains the same Revised 6/26/12 Page 3 of 7

4 Ability to Change Your Login IDs The Organization ID will be the tax ID or social security number of an independent provider. In QClaims version 4 the administrative account holder has the authority to change the Organization ID. Follow the steps below to change the Organization ID while logged into QClaims version Click on the Setup menu and choose Security. 2. The My Account web page will open. 3. Click Organization located underneath Setup on the left side of the web page. 4. The Organization Profile page will be displayed. 5. Click the icon on the right side of the screen. 6. The Edit Organization Profile page will be displayed. 7. Click change ID link that is located to the right of the Organization ID that is displayed on the page. 8. A Change Organization ID box will appear. 9. Type the desired Organization ID into the New Organization ID box and click Confirm Change. Outlook-style Sidebar The Outlook-style, left side button bar has been removed however; we have tried to make sure there are buttons on each screen so you will not need the side bar. For example, from Batch Manager there is an Import button right between the New and Open buttons that will take you to the file importer screen. Claim Search Screen The version 3 Claim Search screen has been eliminated in version 4. This functionality is now integrated with the Batch Manager screen so you can do everything from one location. Revised 6/26/12 Page 4 of 7

5 Click here to access the Search screen. Batch Manager Screen The version 3 screen known as File Manager has been renamed to Batch Manager. Also, remittance viewing functionality has been split out to a new Payment Manager screen. The Batch Manager screen is where you manage claims. Additions to this screen include the ability to search for claims, claim viewing on this same screen in a preview pane at the bottom, and addition of a new tags feature that provides a convenient way for you to organize your batches. Viewing archived files is one extra click. You must expand the Search Filter pane, mark the Archived batches only checkbox, and click the Search button. In version 3 it was a single-click to see archived files, now you must click twice. Date Filter (Last 2 Months is Default) The Batch Manager, Payment Manager, and Message Center will only show you the last 2 months worth of data by default. You can easily change this, and the system will remember what you last set it to. To change it, locate the Date dropdown list in the Search Filter pane. In the Message Center screen it is located on the left side bar. If you choose the Custom option additional fields will show up for you to pick start and end dates. If you do not pick an end date it will default to 1 year from the start date. Revised 6/26/12 Page 5 of 7

6 Payment Manager Screen Remittances have been split out to have their own screen in version 4. That new screen is the Payment Manager, and you get to it via the File menu. You can now search remittances. You may also print and export multiple remittances at once. Your remittances are stored in a data warehouse in version 4. There are some exciting new reports and graphs being developed to leverage this new technology and provide you with insight into financials. Printing remittances works just a bit differently. Select one or more remittances and click the Print button if you want to generate a printable EOB. The print preview screen that appears will have all the remittances ready to print or save to a single PDF. If you have only one remittance selected you may use the list of claims pane at the bottom of the Payment Manager screen to select one or more payments. Then, click Print to print an EOB containing only those claims. Step by step directions to print EOBs are in the QClaims Sign-Up, Download and Quick Reference Guide located on the EI-CBO website. Click the Setup documentation link to view the guide. VERY IMPORTANT: Only last 12 Months of Remittances will be Searchable You will only see your last 12 months of remittances, based on paid date, in the new Payment Manager screen when the system is upgraded to version 4. Older remittances are still in your mailbox archives located in the Message Center. The date filter located under the Search folder for content section will need to be adjusted to view older remittances. Clicking Refresh at the top of the page will allow the data on the screen to update. Message Center The new Message Center includes viewers for 5010 formats such as 999 and 824 acknowledgments and 277CA claim confirmation reports. The folder structure in the left-side tree has changed to be more intuitive. You no longer have to expand an Archive folder to view old files, and the icons and wording has changed to be more like an program. The Archive/Outbox is now simply called Sent, and Archive/Inbox is called Archives. There is a date filter right below the text search field so you don t have to wait for long lists of files to load any longer. Revised 6/26/12 Page 6 of 7

7 Web Interface QClaims version 4 offers a new web interface where the security features are managed. Using the Setup Security menu in the desktop graphical user interface will open a web browser on your machine to manage security. Tabbed Interface We have added the ability to open new tabs. This lets you keep a screen open, say Message Center, and open a new tab to do something else. Tagging What is a Tag? A Tag is one or more keywords attached to an item to help identify and organize content without complex folder structures. A Tag bar is shown at the top of screens that support tagging. It will show you all that tags that exist on the records you are currently seeing on that screen. In other words, if the Tag bar shows Blue Cross Blue Shield and CBO tags that means one or more files in the list of batches or remits currently being displayed includes one of those tags. Click on a keyword in that tag bar to filter the list to show only batches or remits associated with that tag. Hold down your Shift and click additional tags to show batches or remits associated with multiple tags. A single batch or remit may have more than one tag associated with it, unlike the queues feature in version 3. For example, you might use a tag like Appeals to mark batches that you plan to appeal. A batch of claims already tagged with, say, Blue Cross Blue Shield could have the Appeals tag added to it so it will show up when searching for either Blue Cross Blue Shield or Appeals. User Security The Setup Security menu option will open a web browser window. User permissions are now role-based and managed at an Organization and not a Site level via a new web browser user interface. The Organizational Administrator will have the ability to add users and change security roles. Revised 6/26/12 Page 7 of 7