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QMB ClaimsPrep
Installation and Setup
QMB Solutions © 2011
QMB ClaimsPrep
I. Installing QMB ClaimsPrep
1. Download and install product from http://www.qmbsolutions.com/claimsprep_download.html. As part of
the installation, you will be asked to enter the name of the Organization as supplied to QMB Solutions.
(The Registered User field is not critical.)
2. Start the application by double-clicking on the desktop icon. The default password is admin (all lower case).
3. After clicking OK a message will appear telling you to register the software. Click on Help\Register.
4. After successful registration, you will be told to restart QMB ClaimsPrep.
5. Now, you must make the SQL Server sa password known to QMB ClaimsPrep. Click on
Admin\Lytec\Lytec Setup and enter the password. (By default, it’s either Clinical$1 in Lytec 2011 or
Medical$1 in LytecMD.)
6. Now click on Admin\Lytec\Lytec ODBC Setup to create the ODBC connection. (See Section 2 for
details.)
7. Restart ClaimsPrep. You should now see practices in the Practice List.
II. Setting Up Your ODBC Connection
This is the initial ODBC Data Source Administrator screen:
Click on the System DSN tab.
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Click on Add…
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Scroll to the bottom of the list and click on SQL Server
Click on Finish and you will see the following screen:
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Enter LYTECMD as the Name in the top text box and the appropriate SQL Server name in the bottom text box.
Click on Next>.
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Click on the second radio button – With SQL Server authentication using a login ID and password entered
by the user.
Enter sa as the Login ID and the appropriate password (the default passwords are Clinical$1 in the case of
Lytec 2011 and Medical$1 in the case of LytecMD).
Click on Next>.
Click on Next>.
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Click on Finish.
Click on Test Data Source. If the setup is correct, you should see the following screen:
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Click OK and then OK and then OK again.
Congratulations! You have created your ODBC Connection.
Note: You must restart QMB ClaimsPrep to see your list of practices.
III. Overrides
You can use Overrides to force QMB ClaimsPrep to either include or exclude ODBC connections and/or
databases. This may be used to ignore extraneous ODBC connection strings or “corrupt” databases. Please call
support if you need further details.
IV. Installation on Multiple Workstations
QMB ClaimsPrep stores preference and configuration information in an Access Database which by default is
installed on the C Drive. If you are installing on multiple machines, you will want this database to be in a shared
area. Copy the MDB to that spot and update the ODBC setting of QMB_ANSIX_PARAMS.
1.
2.
3.
4.
5.
6.
7.
Copy the MDB to the new location.
Go to Admin\Lytec\Lytec ODBC Setup.
Click on the second tab – System DSN.
Scroll down to QMB_ANSIX_PARAMS, select it, and click on Configure.
Click on Select….
Enter the new location of the Access Database.
Click OK, OK, and OK.
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V. Configurations
You need companion guides provided by your clearinghouses and/or payors to configure QMB ClaimsPrep.
Typically, these guides are available on the vendor’s web site. You may have to contact the vendor’s support
desk. (Try entering ANSI 5010 Companion Guide in an Internet search engine such as Google.)
You must create at least one configuration for every practice that you want to process. Click on
Admin\Configuration.
1. Enter a string in Insurance Group. (e.g., EMPIRE-BCBS, MEDICAID-NY, AVAILITY, INSTAMED, etc.)
2. Enter a value in Output Directory. This is where the claims files and associated logs and reports will be
created. We recommend that you create separate folders for each practice and configuration
(\\Server2003\QMBClaimsPrep\CentertownOffices\EmpireBCBS\, \\Server2003\QMBClaimsPrep\CentertownOffices\Availity\,
etc.).
3. Enter the appropriate values in ISA06, 07, and 08 and in GS02 and 08.
4. Click on Submitter Info – Loop 1000a and enter the appropriate values. You can use Load from Lytec to
transfer values directly from Lytec.
5. Click on Receiver Info – Loop 1000b and enter the appropriate values.
6. Optionally, enter values in the Miscellaneous tab.
7. Click on Save. (Optionally, click on Make Default.)
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QMB ClaimsPrep Checklist
To ensure a smooth installation, please have the following information available:
1. Organization Name:
____________________________________
Multiple Practices
2. Computer Names:
Individual Practice
(circle one)
____________________________________
____________________________________
____________________________________
____________________________________
____________________________________
____________________________________
3. Name of Lytec SQL Server:
____________________________________
4. Login password for sa:
____________________________________
5. Common area for claims files, etc.: ____________________________________
6. Names of Clearinghouses/Payors:
____________________________________
____________________________________
____________________________________
____________________________________
____________________________________
Please have the Companion Guide for each Clearinghouse/Payor. The information we need for each
Clearinghouse/Payor is:
ISA06 (Interchange Sender ID)
____________________________________
ISA07 (Interchange ID Qualifier)
____________________________________
ISA08 (Interchange Receiver ID)
____________________________________
GS02 (Application Sender Code)
____________________________________
GS03 (Application Receiver Code)
____________________________________
1000A NM103 (Submitter Name)
____________________________________
1000A NM109 (Submitter ID)
____________________________________
1000B NM103 (Receiver Name)
____________________________________
1000B NM109 (Receiver ID)
____________________________________
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