Step 8 - S. I. Manager (formerly called the Portal) & Scoring

Training Video


You will need to access the S. I. Manager (formerly called the Portal) to:

        1.    Register your Access Kay Code (for new students)
        2.    View your assignment status   
        3.    Control your assignments
        4.    Score your claims


                                                                                                                                                                                                                                
Log into the S.I. Manager (formerly called the Portal)

If you are a new student and need to register your Access Key Code, this is how you will access the S. I. Manager (formerly called the Portal).

1.  Open ClaimGear , on the System tab go to Click here to access the Student Portal.* (https://claimgear.collaboratemd.com)

 

    
2.  Enter your student username and password that you wrote on the inside cover of the workbook , click the Go button.

 

*The website is https://claimgear.collaboratemd.com.

 

Log in to the Portal While Logged into ClaimGear 
While connected in ClaimGear , go to the menu bar tab Tools and select Student Portal.

The S. I. Manager (formerly called the Portal) opens into your student account automatically. 

 

Understand the Assignment Details Provided
When you log in to the S. I. Manager (formerly called the Portal) , your account immediately displays all assignments you have been assigned with the Date, Assignment, Account #, Status, Grade (%), last Score Date, and # Checks.  


 

AssignDate: Displayed is the date your instructor created the assignment.

Assignment: Displayed is the name of your assignment section in the workbook.  See the main Table of Contents for the page number of your assignment.

Account: This number is for official ClaimGear support.

Status: The status is either Active, Canceled, or Completed.  Active means you can still access this assignment; Canceled means the assignment was created but then canceled and cannot be accessed; and Completed means this assignment was assigned and finalized, a grade has been recorded, and the assignment cannot be accessed.

Grade: The grade provided is a percentage (%).

Score Date: Displayed is the last date someone has scored your work.  Only three people have access to score your work: you, the instructor, and the ClaimGear Administrator (support).

Checks: Displayed is the number of times your ClaimGear assignment has been scored.  You can click the number (e.g. 50), and specific information displays (who scored the assignment, the date it was scored, and the assignment total score).

 

Understand the following icons:


 
Control Assignments with the Green Ball

A student can be ACTIVE in multiple assignments at one time, but can work only on the selected assignment which is indicated by the green ball.  Students have control over which assignment they can log in to, and need to make sure the green ball is selected on the correct assignment.  To begin working on an assignment, click the clear ball next to the assignment on which you want to work.  After it changes to green, log into ClaimGear , and the corresponding assignments database will be retrieved.     

For example, notice below that the student is active in three assignments, but can currently work only on the West Point assignment because the green ball indicates it.

 
To choose a different assignment, click on that assignment’s clear ball to change it to green.  In this new example, we change from West Point to the Crown Valley Hospital UB-04 Assignment.  Note that West Point changes to a clear ball, and Crown Valley Hospital UB-04 changes to green.

Score Your Work  
To score your ClaimGear work, click the View Score icon.

 

The Problem column is where the patients name and claim date is listed.  For each patient/claim, the total Points, Score, and percentage Grade is listed.

Expand to See the Errors
All Problems: To expand and see details for all patients (problems), click the  on the first row.


Individual patients: To expand and view details on individual patients, click the   on the desired patient.  It turns into   when expanded.  

 Note: The box numbers listed refer to the Specs chapter in this manual (CMS-1500 page 78 or UB-04 page 84 or ADA-J400 page 92) for directions on how to access the appropriate field in ClaimGear to make the error corrections.

 After you see the details of your errors (see the “What Do These Errors Mean?” on page 75), you can toggle back into ClaimGear and fix any errors. 

 To score again, click the Rescore Now button at the top of the screen. 


Print a Scoring Report

You can print your report anytime and as often as you would like; however, be sure to print your report prior to the end of the class.  In the event that something happens with your ClaimGear account or Internet connection, having a record of your assignment and what you have completed gives you a grade with the work thus far.

 There are three ways to print your report:

 1.  From the File dropdown list, select Print.

2.  From anywhere on the scoring screen, right-click, and select Print.

 

3.  Sometimes on the browser’s menu bar there is a printer icon.  Click the icon to print.

 

 
Details at the Top of the Scoring Report
Understand the information provided on the scoring report.

What Do These Errors Mean?
It is possible to have multiple errors on the scoring report; potentially, there could be an error or score for almost every field on each of the three claim forms.  Students are scored on many fields.  Whether it is a typo or blank (when it should be completed), it will produce an error.  The scoring report provides details to make it easier in locating the position of the error in ClaimGear so a correction can be made. 

Understand the following five columns of error details:

 

Box: Refers to the box number on the claim forms.  Note: Although UB-04’s boxes are referred to as FL’s (form locators), ClaimGear lists it as boxes. 

Object: One-word summary of the screen the error is located in.

Field: The specific field name in ClaimGearIf the field says “NOT FOUND,” then you must see the “Charge Not Found Error” and “Claim Not Found Error” in this section for specific steps to correct this issue.

 Value: What the student entered, such as the typo or a blank (a blank will say “not found”).  If data is in this field (e.g., 22 or Not Found), this is the error that needs to be corrected.  Students need to reference the patient’s information in the workbook against this error information and locate the erroneous field in ClaimGear to correct the data.  There is an exception to this box where the data provided in this value box is the correct information instead of the error entered by the student.  This happens only when the Field column states, “…Not Found.”  You must see the “Charge Not Found Error” and “Claim Not Found Error” in this section for specific steps to correct this issue.

 Points: The number of points this box is worth.

 

See the Specs chapters (CMS-1500 page 78 or UB-04 page 84 or ADA-J400 page 92) for a visual of the claim forms, a description of the field and box, and directions on how to locate this field in ClaimGear so a correction to the typed error can be made.


Biller's Goal

The goal of a biller is to receive 100% on all claims.  Therefore, continue to score the claims and correct all errors until the due date and time.

 
"Charge Not Found" Error:

 
If your report says, “Charge Not Found,” one or more of four issues is present.  You must check all four issues and determine which of them needs to be fixed prior to rescoring.
 1.  Multiple claims: Only one claim per date of service is allowed; any multiple claims will cause this error.  To delete this extra
      claim, retrieve in Claim –F1 the extra claim and at the top of the 1 Claim tab screen, click the Delete button.
 2.  Claim Complete: In Claim –F1, retrieve the patient’s claim.  Under the 1 Claim tab, have you selected “Yes” for the Claim
      Complete field?  If marked “No,” the system cannot score it.  Please make sure all claims are saved as “Yes” in the Claim
      Complete field.  If the system won’t allow you to save your claim as complete, then you are forced to review all three screens in
      this claim and determine which information is missing.  Note: It could be several things (provider, facility, charges, or dates of
      services).
 3.  Date of Service: In Claim –F1, retrieve the patient’s claim.  Under the 2 Charges tab, the Date of Service(s) could be incorrect. 
      Open to the claim in the workbook and verify its correct date of service.  It is also listed in the Value field.
 4.  Charge/Procedure: In Claim –F1, retrieve the patient’s claim.  Under the 2 Charges tab, the Charge/Procedure codes and
      Modifier/Rev Code/Tooth could be incorrect.  Open to the claim in the workbook and verify its correct code.  It is also listed in
      the Value field.

 Now you can rescore.

 

 "Claim Not Found" Error:

 

If your report says “Claim Not Found”, one or more of five issues is present.  You must check all five issues and determine which of them needs to be fixed prior to rescoring. 

 1.  Duplicate patient: How many patients do you have in the system?  Only one patient is allowed; any duplicate patient accounts
      can cause this error.  To delete this duplicate patient account, in Patient –F2 retrieve the duplicate account, and under the 1
      Patient tab at the top, next to the account number check the Inactivate box and click the Save button.  This completely removes
      your duplicate patient.  For details on this, see the Patient Registration chapter, page 33.
 2.  Spelling patient’s name: In Patient –F2, retrieve the patient and, under the 1 Patient tab, check the spelling of the patient’s
      name, as it could be incorrect.  Open to the patient information in the workbook and verify its correct spelling.  It is also listed in
      the Value field.
 3.  Date of Birth: In Patient –F2, retrieve the patient, and under the 1 Patient tab, check the Date of Birth, as it could be incorrect. 
      Open to the patient information in the workbook and verify its correct date of birth.  It is also listed in the Value field.
 4.  Claim Complete: In Claim –F1, retrieve the patient’s claim.  Under the 1 Claim tab, have you selected “Yes” for the Claim
      Complete field?  If marked “No,” the system cannot score it.  Please make sure all claims are saved as “Yes” in the Claim
      Complete field.  If the system won’t allow you to save your claim as complete, then you are forced to review all three screens in
      this claim and determine which information is missing.  Note: It could be several things (provider, facility, charges, or dates of
      services).
 5.  Date of Service: In Claim –F1, retrieve the patient’s claim.  Under the 3 Charges tab, the Date of Service(s) could be incorrect. 
      Open to the Claim in the workbook and verify its correct date of service.  It is also listed in the Value field.

 Now you can rescore.