Apply a Macro to a Claim

1. Click the Claims button on the Accuro Navigation bar.
2. Click the Daily Claims or Unsubmitted Claims tab.
3. Right-click on the appropriate claim and select Apply Macro from the list displayed. The Macro Manager window is displayed.
4. Click to select the appropriate Macro and click the Select and Apply button. The macro you selected has been applied to the claim.

View or Change a Claim's Referring Provider

1. Click the Claims button on the Accuro Navigation bar.
2. Click to select the appropriate tab.
3. Double-click on the claim to open up the Claim Details window.
4. Click the dropdown list  to the right of Referred By and select the correct Referring Provider from the list displayed.
5. Click Save and Close to save your changes and close the window.

Copy a Pre-Existing Claim

1. Click the Claims button on the Accuro Navigation bar.
2. Click the Unsubmitted Claims tab.
3. Right-click on the appropriate claim and select Copy Claim from the list displayed. The claim you selected is copied and the copy of the form is opened.
4. Update the form as required.
5. Click Save, to save this new claim form.

Set the Specialty for a Claim

1. Click the Claims button on the Accuro Navigation bar.
2. Click to select the appropriate tab.
3. Double-click on the claim to open up the Claim Details window.
4. Click the dropdown list  and select the Specialty from the list displayed.
5. Click Save and Close to save your changes and close the window.

Change the Provider Displayed

To change the Provider, click the dropdown list  at the bottom-left of the window and select a different Provider from the list displayed.

View Claim Details

1. Click the Claims button on the Accuro Navigation bar.
2. Click to select the appropriate tab.
3. Right-click on the claim and select Claim Details.

Copy a Pre-Existing Claim

1. Click the Claims button on the Accuro Navigation bar.
2. Click the Unsubmitted Claims tab.
3. Right-click on the appropriate claim and select Copy Claim from the list displayed. The claim you selected is copied and the copy of the form is opened.
4. Update the form as required.
5. Click Save, to save this new claim form.

Delete a Procedure

Procedures that were not created from an appointment can be deleted. But to delete a procedure created from an appointment, you must first cancel the appointment.

1. Click the Claims button on the Accuro Navigation bar.
2. Click the Unsubmitted Claims tab.
3. Right-click on the appropriate claim and select Delete Procedure from the list displayed. The procedure has been deleted.

Set the Location for a Claim

1. Click the Claims button on the Accuro Navigation bar.
2. Click to select the appropriate tab.
3. Double-click on the claim to open up the Claim Details window.
4. Click the dropdown list  to the right of the Location field in the Details section and select the correct Location from the list displayed.
5. Click Save and Close to save your changes and close the window.

Mark a Claim as Invoiced

1. Click the Claims button on the Accuro Navigation bar.
2. Click the Daily Claims or Unsubmitted Claims tab.
3. Right-click on the appropriate claim and select Options from the list displayed.
4. Select Mark as Invoiced.
5. Click to select an invoice date from the calendar displayed.

Add a Sub-Procedure to a Claim

1. Click the Claims button on the Accuro Navigation bar.
2. Click to the Daily Claims or Unsubmitted Claims tab.
3. Right-click on the appropriate claim and select New Procedure. This adds a new procedure underneath the selected claim.
4. Complete the claim details, as required.

Print Payment Period Report (ON)

A payment period report can be printed for a selected Provider.

1. Click the Claims button on the Accuro Navigation bar.
2. Select the appropriate Provider.
3. Select the payment period. The payment period information is displayed in the message window.
4. Click the Printer button.

Approve Claims

1. Click the Claims button on the Accuro Navigation bar. Submission management can be accessed from any tab in the claims section.
2. Click the Approve Claims button located at the bottom-right of the window.
3. A Submissions warning window is displayed. This outlines errors that need to be fixed before claims can be made.
4. Click OK to close the window.