Step 1: Chapter 2 - Opening ClaimGear & Registering Access Key Code

Training Video   
Opening ClaimGear & Register Access Key Code

To access ClaimGear , click on the following icon on your desktop:

You will see the following screen display; it takes a moment for the application to open.

When the application opens, please enter your username and password to proceed to the billing software
ClaimGear  - Log In screen
 The software opens on the Log In screen, and once logged into the software, it becomes the System section.  Whether logged in or not, this Log In screen will display at all times the Welcome  tab that offers quick link access.  Here, you can:

 1.     Log into ClaimGear  (see page 18).

 2.     Log out of ClaimGear  (see page 152). 

 3.     For first-time users (new students), before you can log in with your username and password, you must
        register your access key code (see page 16).  If your workbook is and eBook, you can skip this step.  

 4.     Watch the student training video clips on how to use ClaimGear .

 5.     Score your work (see page 115)

 6.    Want to earn your Certificate of Achievement? See the requirements (see page 151).

Now, log in to ClaimGear or register your access key code.

Register the Access Key Code

Note: If your workbook is an eBook, you can skip this step.

If you are a first-time user (a new students), open ClaimGear as previously instructed.  From the Welcome tab, click the  

The Internet will open directly to the S.I. Manager website

   1. You should have written your username and password on the inside cover of your workbook .  

   2. Enter your student username and password exactly as it was given to you (it is case-sensitive); then click the Go.  

    3. Next, enter the Activation Key that is provided on the inside cover of your workbook . Enter your code exactly as it is
    printed, including capital letters and hyphens.


4. Once activated, return to ClaimGear  and proceed to log in.

Logging into ClaimGear

To login, complete two fields, the Username and Password, exactly as your instructor created it.  It is case-sensitive.  Remember, you wrote your username and password on the inside cover of your workbook .

Then click the Log in button.

It proceeds to connect.

Once connection to the server has been made completely, the following Login screen will display.  Verify the assignment you are working on.  If this is not the assignment you want to be logged in to, directions on selecting a different assignment can be found in this manual under the S.I. Manager   chapter (see page 111).

You can now begin to work on your assignment.  The assignment tasks in your workbook  will correlate with the software icons throughout this manual.  These tasks and icons are:


1.     Schedule Appointments---Scheduler

2.     Patient Registration---Patient

3.     Claim Entry---Claim

4.     Posting Payments---Payment

5.    Practice Revenue Reporting---Reports  


As a reminder, please read the Welcome to ClaimGear  ! at the front of the workbook .