Verification Steps for EHRez Integration with Proclaim    

The supplier or office must contact Assertus for the link type configuration to prepare the system for integration.

Providers

Billing / Settings / Insurances Companies

• Insurance Companies - In order for the medical plans to be synchronized, the Code number and Payer ID number must be the same as the one found in the medical plans section of Proclaim (all active plans are synchronized).

Billing / Settings / Billing Configuration 

You must verify the following fields, under Billing Configuration: 

• Processor - Assertus must be selected.

• Username - It will always be written as admin.

• Account Name y Account Number - Both can be found in the Settings / Connection Information section of Proclaim. 

• Password - You should contact our E Health Partners staff for password configuration. 

• External Identifier - Billing Provider, which is identified in Proclaim, in the Number of Providers column. 

• Claims Biller - Name and NPI number of the provider, who bills the claims. 

• Rendering Providers - In the Staff & Providers screen, the provider must have configured, in the External ID field, the number to be found in the Professional Number column under Proclaim. 

Important: In ProClaim, the Rendering Provider must have the Billing Provider that was configured in EHRez checked. Otherwise, encounters will be identified as Invalid Billing Provider or Invalid Rendering Provider errors.

Patients

• Patients - The patient must have configured, in the demographic information screen, the 3rd Party PMS ID number, which can be found in the Record Number column under Proclaim.