Dental FastAttach® User Manual www.nea

DentalFastAttach®UserManual
Version3.9.2
RevisionDate:12/13/2015
www.nea-fast.com
(800)782-5150,Option3
Page | 1
Contents
LoggingintotheFastAttachSoftware.............................................................................................................................................4
ForgotPassword .................................................................................................................................................. 5
UpdatePassword ................................................................................................................................................ 6
FastAttachMainScreenGuide............................................................................................................................................................8
MenuOptions...........................................................................................................................................................................................9
HelpMenu ........................................................................................................................................................... 9
ManageMenu ..................................................................................................................................................... 9
ProviderInformation...........................................................................................................................................................................10
ToaddanewProvider ...................................................................................................................................... 10
ToeditaProvider .............................................................................................................................................. 10
TodeleteaProvider .......................................................................................................................................... 10
PatientSearch........................................................................................................................................................................................11
SearchforaPatient ........................................................................................................................................... 11
ViewaPatient’sAttachmentHistory ................................................................................................................ 11
PatientInformation..............................................................................................................................................................................12
ToaddanewPatient ........................................................................................................................................ 12
ToeditPatient ................................................................................................................................................... 12
TheDataEntryScreen.........................................................................................................................................................................13
ForClaimAttachments ...................................................................................................................................... 13
ForPriorAuthorizationAttachments ................................................................................................................ 13
CheckRequirements ......................................................................................................................................... 14
Narrative............................................................................................................................................................ 14
RespondingtoanEOB ....................................................................................................................................... 14
EditinganExistingAttachment ......................................................................................................................... 15
DeleteExistingAttachment............................................................................................................................... 15
AddingImages&Documentation...................................................................................................................................................15
ScreenCapture .................................................................................................................................................. 15
Twain/Scanner................................................................................................................................................... 16
FileImport ......................................................................................................................................................... 16
Archive............................................................................................................................................................... 16
FastKapture ....................................................................................................................................................... 17
EditImageScreen.................................................................................................................................................................................17
UsingImageTypes............................................................................................................................................. 18
Bubble ............................................................................................................................................................... 18
Manual .............................................................................................................................................................. 19
Page | 2
ByTooth ............................................................................................................................................................ 19
Completing&SendingAttachments..............................................................................................................................................20
OnHoldStatus................................................................................................................................................... 20
ReadytoSendStatus......................................................................................................................................... 20
ChanginganAttachment’sStatus ..................................................................................................................... 21
ViewReports...........................................................................................................................................................................................21
PayorInformation.................................................................................................................................................................................21
ProviderView..........................................................................................................................................................................................22
Features ............................................................................................................................................................. 22
ManageUsers .................................................................................................................................................... 23
EditExistingUser ........................................................................................................................................... 23
CreateNewUser ............................................................................................................................................ 23
ManageProviders ............................................................................................................................................. 24
UpdateProvider ............................................................................................................................................ 24
CreateNewProvider ..................................................................................................................................... 24
DeleteProvider .............................................................................................................................................. 24
EditBillingInformation ..................................................................................................................................... 25
UpdatingBillingContact&AddressInformation .......................................................................................... 25
UpdatingPaymentInformation..................................................................................................................... 26
EditOfficeInformation...................................................................................................................................... 28
SearchMessages ............................................................................................................................................... 29
SearchforMessages ...................................................................................................................................... 29
SearchMessageResults ................................................................................................................................ 30
Sharing ............................................................................................................................................................... 31
SendingInvitations ........................................................................................................................................ 31
SharingwithPeers ......................................................................................................................................... 32
ReceivingInvitations ...................................................................................................................................... 33
ReceivingShares ............................................................................................................................................ 33
RespondingtoanEOBviaProviderView........................................................................................................... 34
ContactingMEA|NEA..........................................................................................................................................................................35
©2014MEA|NEA.Allrightsreserved.MEA|NEA,theMEA|NEAlogo,FastAttach,andFastKaptureareregisteredtrademarks,
servicemarksortrademarksofMEA|NEAoritsaffiliatedentities.Allothertrademarksarethepropertyoftheirrespective
owners.
Page | 3
LoggingintotheFastAttachSoftware
DoubleclickontheFastAttachiconontheWindowsdesktop.
ThiswilldisplaytheAutoUpdaterwindow,whichupdatesFastAttachtothelatestversioneachtimethe
softwarelaunchesbeforedisplayingtheFastAttachLoginwindow.
Enterthefollowingcredentialsinordertologin:
1.
FacilityID(firsttimeusers)orselectthe
PracticeName(availablefromprevious
login).
2.
UserName
Note:CheckRememberMetoallow
FastAttachtorememberyourusername.
3.
Minimumofeight(8)character
alphanumericPassword
4.
ClickLogin.
Page | 4
ForgotPassword
1. FromtheFastAttachLogin
window,clickForgotPassword.
2. IntheForgotPasswordscreen,
entertheNEAFacilityNumber
(FacilityID)andusername,then
clicktheNextbutton.
3. Entertheanswertothesecurity
question,thenclicktheNext
button.
4. Selectthemethodbywhichyou
wishtoreceiveyourtemporary
password,thenclicktheReset
Passwordbutton.Thesystemwill
thensendatemporarypasswordto
theemailaddressorfaxnumber
displayed.
Page | 5
UpdatePassword
TheUpdatePasswordwindowdisplayswhenyourpasswordhasexpired,orifyouloginwithatemporary
password.Thesestepswillguideyouthroughtheprocessofcreatinganewpassword.
1. EnteryourdesiredpasswordintotheNew
Passwordfield.Thepasswordmustbebetween
8and15charactersandcontainatleastone
letterANDonenumber.Ifyourpasswordhas
expired,thenewpasswordcannotbethesame
astheoldone.
2. Re-enteryournewpasswordintheConfirm
Passwordfield(Passwordfieldsmustmatchin
ordertocontinue.)
3. SelectaSecurityQuestionandenterananswer
intheAnswerfield.
4. AnemailaddressisrequiredintheUserEmail
field.Ifoneisalreadypresent,thenitcanbe
editedonthisscreen.
Note:UserInformationthebottomofthisscreenisonlyeditableforPrimaryUser.
5. Onceyouhavecompletedalloftherequiredinformation,clicktheContinuebutton.Youwillbetaken
totheFastAttachMainscreen.
Page | 6
Terms&ConditionsNotifications&Acceptance
Intheinterestofkeepingourclientsinformed,FastAttachwillnowbeabletopromptusersifandwhenthe
Terms&Conditionsforourserviceshavebeenupdated,allowingyoutoreview,acknowledgeandacceptany
updatesassoonastheyarepublished.
ContactInformation
ToensureMEA|NEAhasup-to-dateaccountcontact
informationonfile,youwillreceivethefollowing
promptuponsuccessfullogin,ifanyrequired
informationisneeded.Simplyentertheappropriate
informationinthefieldsprovidedandclickUpdate
whenfinished.
Ifyou’reunabletoupdatethisinformationwhenthe
promptappears,clickClose.Youmayupdatethis
informationatanytimebyselectingUpdateContact
InformationfromtheManagemenu.
Page | 7
FastAttachMainScreenGuide
TheClaimAttachmentstaboftheFastAttachMainscreenallowsuserstocreate,reviewandsortclaim
attachmentsbyanydisplayedcolumn,aswellasshowthetotalnumberofattachmentspending.
TheDocRequesttaboftheFastAttachMainscreenallowsuserstocompletedocumentrequestsfrom
participatingpayorswiththeabilitytoview,manage,andrespondtorequests.
Page | 8
MenuOptions
HelpMenu
TheHelpmenuprovidesquicklinkaccesstoMEA|NEA’sonlinehelptools,includingthelatestUserGuide
fromtheHelpoption,aswellasFastChatclientsupportchatandFastAssistremotesupport.Touse,simply
selecttheappropriateoptionfromtheHelpdrop-downmenu.
ManageMenu
TheManagemenuoptionprovideseasyaccesstoupdatingcontactinformationforyourFastAttachaccount,
aswellasvisibilitytoyourFastAttachinstallationconfiguration.
Page | 9
ProviderInformation
TheProviderInformationscreeniswhere
youcanmanagetheproviderinformation
thatisrequiredtocreateattachments.To
accessthisscreen,clicktheProvider
ScreenbuttonfromtheFastAttachMain.
ThiswillbringyoutotheProvider
Informationscreen.
ToaddanewProvider
1. ClicktheNewbutton.
2. Enterthedoctor’sinformationand
specialty.ClicktheSavebutton.
3. Thedoctorshouldnowbelistedin
theCurrentProvidersgrid.
ToeditaProvider
1. SelectaproviderbyclickinganywhereonarowintheCurrentProvidersgrid.
2. Double-click,orclicktheEditbutton;thedoctor’sinformationisnoweditable.
3. Makethedesiredchangestotheselectedprovider’sinformation,thenclicktheSavebutton.
TodeleteaProvider
1. Selecttheproviderthatyouwanttodeletebyclickinganywhereontherow.ClicktheDeletebutton.A
messageboxwillappearaskingifyouwanttopermanentlydeletetheprovider.
2. ConfirmthedeletionbyclickingtheYesbutton.ThedoctorshouldnowberemovedfromtheCurrent
Providerslist.
Page | 10
PatientSearch
ThePatientSearchscreenallowsyouto
searchforpatientsthatyouhavecreated
attachmentsfor.Youcanalsoviewthe
attachmenthistoryforapatient,and
accesssubmittedattachmentstoreview.
ToaccessthePatientSearchscreen,click
theNew/SearchbuttonontheMain
screen.
SearchforaPatient
1. Enterthepatient’sfirstorlast
name.Partialsearchesare
supported.
2. ClicktheSearchbutton.
3. AllpatientsthatmatchyoursearchcriteriawillbedisplayedintheSearchResultssection.Ifyour
searchreturnsalargenumberofresults(typicallymorethan25),theresultsmaybedisplayedacross
multiplepages.UsetheNextandPreviousbuttonstonavigatebetweenpages.
4. Searchresultsaresortablebyanydisplayedcolumn.
ViewaPatient’sAttachmentHistory
1. FromtheSearchResultssection,selectthepatient’sname.
2. ClicktheHistorybutton.
3. Alistofallattachmentssubmittedforthatpatientwillbedisplayed,sortedbyNEA#.
4. Toviewanattachment,selecttheNEA#ofthedesiredattachment.
5. ClicktheViewbutton.ThiswilllaunchInternetExplorerwiththeAttachmentViewpageof
ProviderViewdisplayingtheattachment.
Page | 11
PatientInformation
ThePatientInformationscreenallows
youtoenternewpatientrecords,oredit
existingpatientinformationinorderto
createattachments.
ToaddanewPatient
1. FromthePatientSearchscreen,
clicktheNewPatientbutton.
2. OnthePatientInformation
screen,enterthepatient’sfirst
andlastname,dateofbirthand
selecttheirdefaultprovider.
3. IntheInsurance1Tab,selectthe
primaryinsuranceforthepatientandselecttherelationshiptype.Iftherelationshiptypeisanything
otherthan“Self”,youwillneedtoentertheinsured’sfirstandlastname.Allfieldsarerequired.You
canaddanyadditionalinsurancebyclickingtheAddNewInsurancetab.
4. Tosave,clicktheNextbutton.Aconfirmationnotificationwillbedisplayed;click“Yes”tosavethe
patientinformationinFastAttach.YouwillbetakentotheDataEntryscreenwhereyoucancreatean
attachment.However,ifyoudonotwishtocreateanattachmentatthistime,youcanclicktheCancel
buttontoreturntotheFastAttachMainscreen.
ToeditPatient
1. InthePatientSearchscreen,searchforyourdesiredpatient.
2. Double-clickthedesiredpatient,orselectthepatientandclickEdit.
3. FromthePatientInformationscreen,makeanydesiredchanges.Whenfinished,clicktheNextbutton
tosaveyourchanges.Aconfirmationmessagewilldisplay;click“Yes”tocontinue.
Page | 12
TheDataEntryScreen
Editpatient
information,
pages11-12
Setattachment
status,page19
Uploading
andediting
images,page
15
Editprovider
andpayorfor
the
attachment,
pages9-12
Verify
attachment
requirements,
page14
Supporting
narrative
information,
page14
Editservice
dates,page13
ForClaimAttachments
1. IntheDataEntryscreen,selectClaim.
2. EntertheDateofServiceFrom
3. SelecttheEditTheDateofServiceThru,ifthedateisdifferentfromtheDateofServiceFrom
ForPriorAuthorizationAttachments
1. SelecttheoptionforPriorAuthorization.
Page | 13
CheckRequirements
1. FromtheDataEntryscreen,selectFastLooktolaunchtheFastLookPayorRequirementspageof
ProviderViewinawebbrowser.
2. FastLookPayorRequirementsallowsyouaccesstoPayorCustomerServiceinformation,including
addressInformation,payorID’s,andthepayor’sattachmentreturnpolicy,inadditiontotheability
tolookupprocedurecode-basedattachmentrequirements.
Narrative
The Narrative field allows up to 2000 characters for additional supporting information regarding the
attachment.
RespondingtoanEOB
1. ClickYesto“Didthepayorrequestthisattachment?”
2. EnterthetrackingnumbersuppliedontheEOByoureceivedfromthepayor.
Page | 14
EditinganExistingAttachment
TheFastAttachMainscreenlistspendingattachments.Thedisplayedlistissortablebystatus,patient,or
payor.
1. HighlightandclickEdit,ordouble-clickanattachmenttodisplayitintheDataEntryscreen.
2. Editapplicableinformation.
3. ClickSaveorHoldwhenfinished.Discardchanges,clickCancel.
DeleteExistingAttachment
1. SelecttheattachmentonFastAttachMainscreen.
2. ClickDelete,thenconfirmsubmissiondeletion.
AddingImages&Documentation
Imagesanddocumentationinsupportofclaimattachmentmaybeaddedusingavarietyofacquisition
methods,includingScreenCapture,Twain/Scanner,FileImport,ArchiveandFastKapture.
ScreenCapture
1. Click the Screen Capture button. The Data Entry screen will minimize, and the Screen Capture
windowwillappearintheupperright-handcornerofyourscreen.
2. Opentheimageordocumentthatyouwouldliketoadd.Makesurethatyouareabletoclearlysee
theimageand/oreasilyreadanyincludedtext.
3. Click the Draw Rectangle button in the Screen Capture
window.Yourcursorwillturnintoaredcrosshair(“+”)that
youwillusetoselecttheareaofthescreenthatyouwould
liketocapture.
4. Usethecrosshairtoselectthedesiredportionofthescreenbyleft-clickingthemouseanddragging
fromonecornerofthedesiredareatothecornerdiagonallyacrossfromthestartingpoint.Asyou
dragthecrosshair,aboxwillformaroundtheselectedareathatwillbecaptured..Releasetheleftclickonceyouhavecapturedthedesiredarea..
5. TheselectedareawilldisplayintheEditImagescreen.
Page | 15
Twain/Scanner
1. Verifythatthescannerisconnectedtoyourworkstationandthatthescannerispoweredon.
2. ClicktheTwain/Scannerbuttontolaunchthescannersoftware.
3. The steps to scan your image will vary depending on what you are scanning and what type of
scanneryouareusing.However,herearesomegeneralrulesforscanning:
i. Whenscanninganx-ray,youwillwanttousethepositivefilmsettingandhavethedpiset
ascloseto100aspossible.
ii. Whenscanningadocument,youwillwanttousethereflectivesettingandhavethedpiset
ascloseto100aspossible.
4. Onceyoursettingsareselected,selectthepreviewoption.
5. ThescannedimagewillthendisplayintheEditImagescreen.
FileImport
1. ClicktheFileImportbutton.Aboxwill
appearforyoutobrowseforafile.
2. Locate the file that you would like to
import.
3. Select the file that you would like to
import,thenclicktheOpenbutton.
4. TheselectedfilewilldisplayintheEdit
Imagescreen.
Archive
Archiveallowsyoure-addimagessentinpreviousattachmentsfortheselectedpatient.
1. Click Archive to display the Archive
screen,allimagesanddocumentation
previously submitted for the current
patientwilldisplay.
2. Clickcheckboxofoneormorearchiveddocumentstoaddtotheattachment.TheArchivelistis
sortablebydescription,note,andarchivedate/time,withtheoptiontoviewtheselectedarchived
documentation.
Page | 16
3. Select Next to add archived documents to the attachment. Note: Documentation is not editable
whenaddedfromArchive.
FastKapture
FastKaptureisamobileappthatallowsuserstoutilizeacamera-enabledmobiledevicetosecurelycapture
andtransmitimagestotheFastAttachdesktopsoftwareforuseinattachments.
1. Click the FastKapture button, to load
theFastKapturescreen.
2. To view a listed image, select it and
click View. To delete a listed image,
selectitandclickDelete.
3. Toaddalistedimagetoyourattachment,selectthecheckboxbesidethedesireddocumentand
clickNext.
4. TheselectedimagewilldisplayintheEditImagescreen.
EditImageScreen
After acquiring an image or file, the Edit Image screen is displayed. The Edit Image screen allows users to
label,aswellasadjusttheappearanceofimages.
Page | 17
UsingImageTypes
ImagetypesallowyoutolabelimagesanddocumentsintheEditImagescreenasyouaddthemtoyour
attachment.Theavailabilityoftheseimagetypesforlabelingarebasedonthepreferenceofthepayor
receivingtheattachment.
1. Bubble,ManualandByToothTabs
a. Bitewing
b. Cephalometric
c. FullArch
d. FullMouthSeries
e. PanoramicFilm
f.
PartialMount
g. Periapical/PA
h. X-RAY
2. Non-X-rayTab
a. Appeals
b. Diagnosis
c. EOBorCOB
d. Intra-oralPhoto
e. Narrative
f.
PeriodontalCharting
g. Report
h. StudentVerification
Bubble
UsetheBubbletabforfilmx-rayswithabubbleinthecorner.
1. Selectthepositionofthebubblewhenthex-raywasscanned:
a. Raisedbubbletowardsme-The“bubble”onthex-rayisface-downonthescanner.
b. Raisedbubbleawayfromme-The“bubble”onthex-rayisface-uponthescanner.
2. Enterthedatethatthex-raywastakenintheDateTakenfield.
3. Click“SelectanImageType”toselectanimagetype.
4. YoumayaddanoptionalnoteregardingtheimageintheImageNotefield.Thisnotewillappearinthe
Archivescreenwiththeimage,andisonlyviewablebyFastAttachusers.Thenoteisnotvisibletothe
payor.
Page | 18
Manual
UsetheManualtabforscannedordigitalx-raysthatdonothaveabubble.
1. Selecttheorientationinwhichthex-raywasscannedorcapturedbyyourdigitalimagingsystem:
a. The left side is the patient’s right side – The left side of the x-ray is the right side of the
patient’sface.
b. Theleftsideisthepatient’sleftside–Theleftsideofthex-rayistheleftsideofthepatient’s
face.
2. Enterthedatethatthex-raywastakenintheDateTakenfield.
3. Click“SelectanImageType”toselectanimagetype.
4. YoumayaddanoptionalnoteregardingtheimageintheImageNotefield.Thisnotewillappearinthe
Archivescreenwiththeimage,andisonlyviewablebyFastAttachusers.Thenoteisnotvisibletothe
payor.
NonXRay
UsetheNonXRaytabforanyimageorfilethatisnotanx-ray.
1. Click“SelectanImageType”toselectanimagetype.
2. Entertheoptionaldatethattheimageorfilewastakeninthe
DateTakenfield.
3. YoumayaddanoptionalnoteregardingtheimageintheImage
Notefield.ThisnotewillappearintheArchivescreenwiththe
image,andisonlyviewablebyFastAttachusers.Thenoteisnot
visibletothepayor.
ByTooth
UsetheByToothtabtolabelx-raysbasedontoothnumber.
1. Using the yellow triangle and red square graphics as guides,
selectthetoothnumberthateachshapeistheclosesttofrom
the Tooth Nearest Triangle and Tooth Nearest Square dropdowns.
2. Enterthedatethatthex-raywastakenintheDateTakenfield.
Page | 19
3. Click“SelectanImageType”toselectanimagetype.
4. YoumayaddanoptionalnoteregardingtheimageintheImageNotefield.Thisnotewillappearinthe
Archivescreenwiththeimage,andisonlyviewablebyFastAttachusers.Thenoteisnotvisibletothe
payor.
Completing&SendingAttachments
Aftercompletingworkonanattachment,itmaybeplacedOnHoldforlaterrevisionandreview,orsavedas
ReadytoSend,whichwillallowittobesentuponselectionoftheSendbutton.
OnHoldStatus
Attachmentsthathaveastatusof“On
Hold”willnotbesenttothepayorwhen
theSendbuttonisclicked.
Toplaceanattachmentonhold,clickthe
HoldbuttonontheDataEntryscreen.
Thiscanbeusedtopreventan
attachmentfrombeingsent,while
allowingyoutoworkonother
attachments.
ReadytoSendStatus
Attachmentsthathaveastatusof“ReadytoSend”willbesenttothepayorwhentheSendbuttonisclicked.
ToplaceanattachmentinReadytoSendstatus,clicktheSavebuttonontheDataEntryscreen.
Uponsuccessfultransmission,theViewReportwindowwilldisplay,withanAttachmentSubmissionReportfor
eachattachmentsent.ClickNexttovieweachreport.ClickPrinttoprintdisplayedreport(s).
Page | 20
ChanginganAttachment’sStatus
Anattachment’sstatusissetfromtheDataEntry screen.Onceset,itmaybechangedbyeditingit
1. FromtheFastAttachMainscreen,double-clickorhighlighttheattachmentandclickEdit.
2. FromDataEntry,verifythatalloftherequiredinformationispresentandcorrect.ClicktheSave
button to move the attachment from On Hold to Ready to Send, or click Hold to leave the
attachmentOnHold.
3. TheFastAttachMainscreenwilldisplaywiththeattachment’sselectedstatus.
ViewReports
NEATrackingNumber(NEA#)–A
NEATrackingNumberisassigned
toeachattachmentandisusedby
thepayortolocatethe
attachmentinNEA’ssecure
repository.Placethisnumberin
theRemarkssectionoftheclaim.
PreviousButton/NextButton–If
yousentmultipleattachments,
thesebuttonsareusedtopage
throughthedifferentAttachment
FileReceipts. Print / Print All – You may print
Attachment File Receipt that is
currently displayed by clicking the Print button. If you sent multiple attachments, you can print all of the
receiptsatoncebyclickingthePrintAllbutton.
PayorInformation
FromtheFastAttachMainscreen,clickthePayorInformationbuttontodisplayalistofpayorsthataccept
electronicattachmentsfromMEA|NEA.Clicktoaselectapayor,thenclickPayorInformationand
Requirementstodisplaytheselectedpayor’slistofprocedurecoderequirementsinawebbrowser.Toprint
thepayorlist,simplyclickPrintPayorList.
Page | 21
ProviderView
ProviderViewisasecurewebportalthatoffers
accounttoolscoupledwithFastAttach.Itis
availablefreeofchargewitharegularFastAttach
servicesubscription.
TheProviderViewwebportalmaybeaccessed
directlyfromFastAttachthroughtheOnline
Featuresbutton,orfromwww.nea-fast.comand
selectingProviderView>Dental
Features
o ManageUsers–Showsalistofusersandallowsyouto,addusers,edituserprivileges,andreset
passwords.
o ManageProviders–Showsalistofprovidersandallowyoutocreate,update,anddeleteproviders.
o EditBillingInformation–Update
paymentandbillingcontact
information
o EditOfficeInformation–Editphone,
fax,andcontactperson.
o SearchMessages–Searchandreview
messagessentbypayorandNEA.
o Sharing–Usersareabletoshare
informationwithpeers.
o FastLook–Searchforpayorsand
checktheirrequirements.
o SearchAttachments–Searchfor
submittedattachments,andexport
searchresultstoadelimitedreport.
o SearchArchivedImages–Searchforarchivedattachmentsassociatedwithapatient.
Page | 22
ManageUsers
TheManageUsersfeatureallowsa
primaryoradministrativeusertocreate
newusers,resetpasswords,ormakes
changestootherexistingusers.
EditExistingUser
1. ClickManageUsers
2. SelectaUserName
3. Reviewandupdateuserinformation,thenclickUpdateUser.
4. UpdateUserscreendisplaysconfirmation.
CreateNewUser
1. ClickManageUsers
2. ClickCreateNewUser
3. Enteruserinformationandselectfeaturesavailabletouser,thenclickCreateUser.
4. Create User Confirmation screen displays confirmation screen with newly created user name and
temporarypassword.
5. ClickReturntoManageUsersScreentomanageotherusers.
Page | 23
ManageProviders
TheManageProvidersfeatureallowsexistingproviderinformationtobeedited,andforanewprovidertobe
created.
UpdateProvider
1. ClickManageProviders.
2. SelectaProviderName
3. Updateproviderinformation,andthenclick
UpdateProvider.
4. UpdateProviderscreendisplaysconfirmation.
CreateNewProvider
1. ClickManageProviders
2. ClickCreateNewProvider
3. Enterproviderinformation,
thenclickUpdateProvider.
4. UpdateProviderscreen
displaysconfirmation.
DeleteProvider
1. ClickManageProviders
2. SelectaProviderName
3. ClickDeleteProvider.
4. UpdateProviderscreendisplaysconfirmation.
Page | 24
EditBillingInformation
TheEditBillingInformationfeatureallows
youtoreviewandupdatebothbillingcontact
information,andyourFastAttachpayment
method.
UpdatingBillingContact&Address
Information
Thisrequiredinformationisusedfor
contactingyouregardingbilling-related
mattersassociatedwithyourFastAttach
account,andmaybeupdatedindependently
ofyourpaymentmethodinformation.
1. ClickEditBillingInformation.
2. ReviewdetailslistedintheBilling
ContactInformationsectionand
updateasneeded.
3. ReviewdetailslistedintheBillingAddressInformationsectionandupdateasneeded.
4. ClickUpdateBillingInformationwhenfinished.
Page | 25
UpdatingPaymentInformation
TheCurrentPaymentMethodsectionsummarizesthemethodofpaymentthatison-fileforyourFastAttach
account.Thismaybeupdatedbyselectingfromoneofthethree(3)availablepaymentmethodoptionsinthe
UpdatePaymentSection.
1. Selectyourpreferredformofpaymentfromthethree(3)optionslistedundertheUpdatePayment
MethodsectionofEditBillingInformation.
2. ForPayPal:
a. SelectthePayPalradiooption.
b. ClickthePayPalbutton.Youwillbeautomatically
directedtothesecurePayPalsite.
c. LoginwithyourPayPalaccountcredentials.NEA
doesnotstorethisinformation.
d. ClicktheAgree&Continuebuttonfromthe
PayPalsite.Youwillthenbesecurelyredirected
backtoProviderView,withyourpaymentmethodupdatedtoPayPal.
Page | 26
3. ForCreditCard:
a. SelecttheCreditCardradiooption.
b. Enterthenamelistedoncreditcardyouintendto
useintheNameonCardfield.
c. SelecttheappropriateCardType
d. EntertheCardNumber,ExpirationDate,and
SecurityCode.
e. ClickUpdatePaymentMethodwhenfinished.
4. ForChecking(ACH):
a. SelecttheChecking(ACH)radiooption.
b. Enterthenameassociatedwiththechecking
accountyouintendtouseintheNameon
CheckingAccountfield.
c. ProvidetheRoutingNumber,thenRe-Enter
RoutingNumber.Thesefieldsmustmatch;
copy/pastingisnotpermitted.
d. ProvidetheAccountNumber,thenRe-Enter
AccountNumber.Thesefieldsmustmatch;
copy/pastingisnotpermitted.
e. ClickUpdatePaymentMethodwhenfinished.
ImportantNote:Byselectingtopaywitha
checkingaccount,youagreethatyouare
responsiblefora$35feeforanyreturnedpayments.
Page | 27
EditOfficeInformation
TheEditOfficeInformationfeatureallows
youtoreviewandupdateyouraccount
demographicinformation,includingaddress
andcontactinformation.
1. ClickEditBillingInformation.
2. ReviewdetailslistedintheOffice
Informationsectionandupdateas
needed.
3. ReviewdetailslistedintheOffice
ContactInformationsectionand
updateasneeded.
4. ClickUpdateOffice&Contact
Informationwhenfinished.
ImportantNote:OfficeContactInformationsuppliedshouldreflectthenameoftheperson(s)thatwillactasa
primarycontactforallnon-Billingrelatedreasons,includingsoftwaresupport.Additionally,forassistancewith
updatingyourPracticeName,pleasecontacttheNEABillingteamat800-782-5150,Option4.
Page | 28
SearchMessages
TheSearchMessagesfeatureallowsyouto
searchfor,viewandexportmessages
receivedfrombothNEAandpayors.
SearchforMessages
1. ClickSearchMessages
2. Selectadaterangeforwhichtosearch
messages.Bydefault,thiswillshowa
daterangereflectingthelast7days.
Messagesearchescanbeperformed
foramaximum90daydaterange.
3. Selectthetype(s)ofmessage(s)you
wanttosearchfor:
a. FromPayor–Theseare
messagesfrompayorswhohavereceivedandviewedattachmentssentfromyourFastAttach
account.Youmayselectthetype(s)ofmessagesfrompayorsyouwishtosearchforby
selectingfromthePayorMessage
Typedrop-down.SelectAll,orthe
specifictypesyouwishtosearchfor
usingtheleft-handcheckboxesbeside
eachtypelisted.
b. FromNEA–Thesearemessages
receivedfromNEAandmayincludeinformationsuchasnewpayorsthathavejoinedNEA,as
wellassupportandproductinformationandannouncements.
c. Both–Searchforanymessageswithintheselecteddaterange.
4. Selectedthemessagestatus(es)youwanttosearchfor:
a. Viewed
b. Unviewed
c. Both
5. ClickSearchforMessagestoviewmessageswithinProviderView,forselectExporttoFiletodownload
delimitedreportofmessagessearchedfor.
Page | 29
SearchMessageResults
TheSearchMessageResultsscreenlistsall
messagesfoundwithinthespecifiedsearch
criteria.Listedmessagesareseparatedinto
twocategories:1)Messagesreceivedfrom
NEA,and2)messagesreceivedfrompayors.
Toviewaspecificmessage,selectthe
Message#link.
Page | 30
Sharing
TheSharingfeatureallowspatientinformationanddocumentstobesharedsecurelywithotherproviders
whoparticipatewithNEA.
SendingInvitations
Tobeginsharingpatientinformation
withanotherprovider,a“link”or
connectionmustbeestablishedwith
thatprovider.Toestablisha
connectionwithanotherprovider:
1. ClicktheMyPeerslinkandclicktheSendInvitationsbutton.
2. FromtheSendInvitationsscreen,aparticipatingproviderto
besearchedforbyphonenumbers,NPI,andState.
3. Onceyou’vesuppliedyoursearchcriteria,clicktheSearch
button.Allmatchingprovidersaredisplayedbelow.
4. Placeacheckmarkinthecheckboxnexttotheprovider(s)you
wouldliketoestablishaconnectionwithandclicktheSend
Invitationsbutton.Aninvitationtobeginsharingissenttothe
providerorprovidersselected.
Page | 31
SharingwithPeers
Onceaninvitedprovideracceptstheinvitation,that
providerbecomesapeerinProviderView,with
whomyoumaysharepatientinformationand
documentation.SelecttheMyPeerslinktoviewthe
providersestablishedforsharing.
1. Tocreateasharewithanotherprovider,
selecttheMyPatientslink.
2. Searchforapatientby
patientfirst,patientlast,
patientDOB,someofthe
above,oralloftheabove.
3. ClicktheSearchForA
Patientbutton.Search
resultsdisplaythesearch
fields.
4. ClicktheSelectlinkbeside
patientyouwishtoshareinformationregarding.
5. Documentsforthe
selectedpatientthatare
availabletoshareare
listed.Selectthe
document(s)tobeshared,
enteranarrativeifneeded,
andselecttheprovider(s)
tosharethepatientand
documentinformation
with.
6. ClicktheCreateShare(s)
button.Theprovider(s)arenotifiedashareisavailable.
Page | 32
ReceivingInvitations
Anotherprovidermaywishto
establishsharingcapability.Ifa
providersendsyouaninvitation,
itmaybeaccessedandaccepted
ordeletedbygoingtotheSharing
feature,whereitwillbelisted
underNewInvitations.
Toaccepttheinvitation,placea
checkmarkinthecheckboxandclicktheAcceptSelectedbutton.
ReceivingShares
Ifaprovidersendsyoushared
patientinformation,ora“Share”,
itmaybeaccessedbygoingtothe
Sharingfeature,whereitwillbe
listedunderNewShares.
Toviewtheshare,placea
checkmarkinthecheckboxand
presstheSaveSelectedbutton.
Page | 33
RespondingtoanEOBviaProviderView
IfyoureceiveanEOBfromapayorrequestinganattachmentthatyouhavealreadycreated,usethefollowing
stepstosendanoticetothepayor.Thisfeaturere-notifiesthepayorthattheattachmentisavailablefor
review.
1. ClickSearchAttachments
2. Enternecessarysearch
criteria,thenclickSearch.
3. ClicktheIreceivedan
EOB/letterrequestingthe
informationinthis
attachmentbutton.
4. InEnterEOBInformationscreen,entertheappropriatereferencenumber,thenclickNotifyPayor.
Page | 34
ContactingMEA|NEA
3577ParkwayLane,Suite250
Norcross,GA30092
www.nea-fast.com
Foronlinehelptools,goto:www.nea-fast.com/help/
Foronlinetrainingtutorials,goto:www.nea-fast.com/train.php(requireslogin)
ChatwithasupportrepresentativeviaFastChatbyvisitingwww.nea-fast.com/fastchat
(800)782-5150option3
MondaythruThursdayfrom8:30AMto7PMEastern
Friday8:30AMto5:30PMEastern
www.nea-fast.com/contact-nea/
Page | 35