The ClaimRev Connect module integrates ClaimRev's clearinghouse services directly into OpenEMR, giving practices access to claims processing, eligibility verification, ERA downloads, and more without leaving their EHR.

1. Download and Installation
2. Configuration
3. Features
   1. Claims Submission
   2. Eligibility Verification
   3. ERA Downloads
   4. Notifications
4. Troubleshooting
5. Support

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• OpenEMR 8.0.0 or later
• PHP 8.2 or later
• An active ClaimRev account with API credentials

Download the latest version of the ClaimRev Connect module:

Current Version: 2.0.0

Note: If you do not yet have a ClaimRev account, visit claimrev.com or contact us at sales@claimrev.com to get started.

1. Download the oe-module-claimrev-connect.zip file above.
2. Log into OpenEMR as an administrator.
3. Navigate to Modules > Manage Modules.
4. Click the Install tab, then click Upload Module and select the downloaded zip file.
5. After upload completes, find ClaimRev Connect in the module list and click Install.
6. Once installed, click Enable to activate the module.

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After enabling the module, you need to configure your ClaimRev API credentials.

1. Navigate to Admin > Config > Connectors.
2. Scroll to the ClaimRev Settings section.
3. Enter the following values provided by ClaimRev:
   • Client ID - Your ClaimRev API client ID
   • Client Secret - Your ClaimRev API client secret
   • API Server - The ClaimRev API endpoint URL
   • Client Authority - The OAuth token endpoint
   • Client Scope - The API scope (typically provided by ClaimRev)
4. Click Save to store your settings.

Tip: To verify your connection, navigate to the ClaimRev module and check for a successful connection status. Contact ClaimRev support if you need your API credentials.

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The module enables electronic claim submission (837P/837I/837D) to payers through ClaimRev.

• Claims are submitted from the OpenEMR billing manager
• Claim status and errors are viewable in the ClaimRev Claims tab
• Claims can be marked as worked after review
• CSV export of claim search results is available

Real-time eligibility verification is available from the patient demographics page.

• Eligibility - Standard 270/271 eligibility check with benefit details
• Coverage Discovery - Find active coverage for a patient
• Demographics - Verify patient demographic information with the payer
• MBI Finder - Look up a patient's Medicare Beneficiary Identifier

1. Open a patient's chart and navigate to the Demographics screen.
2. In the ClaimRev section, select the payer responsibility tab (Primary, Secondary, etc.).
3. Select one or more products to check using the checkboxes.
4. Click Check Now for immediate results, or Queue Check to process in the background.
5. Results appear in tabbed sections: Quick Info, Deductibles, Benefits, Medicare, and Validations.

The Conversation tab provides an AI-powered assistant that can answer questions about the eligibility response. Ask questions like:

• “What is the patient's deductible?”
• “Is this patient covered for outpatient services?”
• “Summarize the key benefits”
• “What are the co-pay amounts?”

Eligibility results can be synced to OpenEMR's native Insurance card Eligibility tab by clicking the Sync to Insurance Card button. This populates the standard eligibility verification and benefit tables so the data is visible on the patient dashboard.

Electronic Remittance Advice (ERA/835) files from payers can be downloaded and imported into OpenEMR.

• Search for available ERA files by date range
• Download individual files for import into the OpenEMR billing system

Portal notifications from ClaimRev are accessible within the module, keeping you informed of important updates about your claims and account.

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• Verify your API credentials in Admin > Config > Connectors
• Ensure your server can reach the ClaimRev API endpoint (check firewall rules)
• Check the OpenEMR error log for detailed error messages

• Verify the patient has insurance data entered with a valid payer
• Ensure the payer is enrolled for eligibility transactions — see Payer Enrollments
• Check that the subscriber ID and patient demographics are accurate

• Confirm the module is both installed and enabled in Modules > Manage Modules
• Clear your browser cache and reload the page

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• Initial release
• Claims submission (837P/I/D)
• Real-time eligibility verification (Eligibility, Coverage Discovery, Demographics, MBI Finder)
• AI-powered eligibility assistant
• ERA file downloads
• Portal notifications
• Native OpenEMR eligibility sync

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If you need help with the ClaimRev Connect module:

• Email: support@claimrev.com
• Phone: 918-942-9564
• Hours: Monday - Friday, 9 AM to 5 PM (CST)