ClaimRev Support Documentation

openemr_manual

brad.sharp (brad.sharp@undisclosed.example.com) — 2026-10-17T14:41:57+00:00

OpenEMR ClaimRev Connect Module The ClaimRev Connect module integrates ClaimRev's clearinghouse services directly into OpenEMR, giving practices access to claims processing, eligibility verification, ERA downloads, payment posting, reconciliation, patient balance management, and analytics — all without leaving their EHR.

work-board - Swimlanes by payer / none, drag stays in lane, default "my items" filter, card badges and move menu, side-panel detail, table is a list, digest primary-contact fallback

brad.sharp (brad.sharp@undisclosed.example.com) — 2026-10-15T17:25:39+00:00

Work Board " This feature may need to be enabled for your account. The Work Board is turned on per practice. If you don't see Work Board in your left-hand navigation menu, or you see it but rejected, denied, and no-response claims never appear on it automatically, your account may not be set up for it yet. Contact ClaimRev support to request access (see the bottom of this page).

sharpinsight - Add Preventable Revenue Loss report (Coding & Compliance) and the Patient Responsibility Codes setting

brad.sharp (brad.sharp@undisclosed.example.com) — 2026-09-17T14:41:37+00:00

SharpInsight — Analytics & Reporting Guide SharpInsight is ClaimRev's analytics and reporting module. It provides 40+ reports across payment analysis, revenue cycle, denial management, payer intelligence, coding compliance, claims analysis, and MIPS quality tracking.

start - Add Patient Coverage on Claims guide under Eligibility

brad.sharp (brad.sharp@undisclosed.example.com) — 2026-09-17T13:35:07+00:00

Getting Started with ClaimRev Welcome! This page will help you get up and running with the ClaimRev Portal. Click any guide below to learn more. ---------- Claims * How to Upload Claim Files — Learn how to upload 837 and 835 files, view results, and understand file statuses

patient-coverage-on-claims - New guide: Patient Coverage on Claims (eligibility on the claim grid, Coverage tab, and Patient Eligibility rules)

brad.sharp (brad.sharp@undisclosed.example.com) — 2026-09-17T13:34:39+00:00

Patient Coverage on Claims ClaimRev now answers a question your claims could never answer before: did this patient actually have coverage on the date of service? As each claim arrives, ClaimRev looks up the eligibility you have already run in Sharp Revenue

manual-claim-entry - Point the COB limitation at Create Derived Claim instead of hand-building in the claim editor

brad.sharp (brad.sharp@undisclosed.example.com) — 2026-09-01T16:34:36+00:00

Manual Claim Entry " Beta feature. Manual Claim Entry is currently in beta and may not be enabled for your account yet. If you don't see it in your menu and would like access, contact ClaimRev support." This guide explains how to hand-key a paper claim — a

payment-advice - New guide: Payment Advice (ERA), including creating a secondary claim from an ERA

brad.sharp (brad.sharp@undisclosed.example.com) — 2026-09-01T16:33:48+00:00

Payment Advice (ERA) An ERA (Electronic Remittance Advice, an 835 file) is the payer's electronic explanation of what it paid, what it adjusted, and what is left owing. The Payment Advice section is where you review those files, work individual claim payments, resolve payments that could not be matched to a claim, and create a secondary claim once the primary payer has paid.

oe-module-claimrev-connect-v2.1.3-openemr-8.zip

brad.sharp (brad.sharp@undisclosed.example.com) — 2026-05-13T22:08:49+00:00

oe-module-claimrev-connect-v2.1.3-openemr-7.zip - created

brad.sharp (brad.sharp@undisclosed.example.com) — 2026-05-12T23:53:03+00:00

view-claims.png - created

brad.sharp (brad.sharp@undisclosed.example.com) — 2026-05-12T19:15:29+00:00

dashboard.png - created

brad.sharp (brad.sharp@undisclosed.example.com) — 2026-05-12T19:15:29+00:00

claim-search-full.png - created

brad.sharp (brad.sharp@undisclosed.example.com) — 2026-05-12T19:15:28+00:00