Editing Layouts in Claims Printing

Editing Your Layouts

Note: Always make a backup copy of Claims Printing before changing any layouts! If you are not comfortable with changing layouts, we will be happy to do it for you but you will be charged for this service (it is not included in Level 1 or Level 2 technical support). You are given access to these layouts in the hope that you will not need these services. Those with Level 3 technical support will receive this service at no additional charge.

This section has the following topics:

Editing techniques
The Edit Screen
The Layout Menu
Layout Features
Single and Multiple Page Printing

It is recommended you do not change the layouts that print to plain paper (HCFA laser or ADA laser) unless you know exactly what you are doing. Changing printable layouts would only be needed if the data printing on the claim form is missing its area completely. If you ever change printers, you may very well need to change the forms as each printer has a different "printer driver".

Claims Printing supports both inkjets and laser printers. However, depending on the preprinted insurance forms you use (HCFA, ADA, etc.), you may need to change the alignment of the fields on these layouts! If we ever need to upgrade this module for you, you will have to transfer (copy and then paste) the layout of your old module into your new module (sorry).

Editing Techniques
If you are not familiar with FileMaker Pro's page layout features and editing techniques, tread carefully here! If you are unfamiliar with these techniques, its a good idea to play with some of the templates that come with FileMaker Pro 5.5 and practice moving fields, place new fields, changing font sizes, etc. You may also want to pick up a copy of FileMaker Pro for Dummies (IDG books), a wonderful book that gives an overview of FileMaker and an explanation of relational database terminology.

The Edit Screen
Click on Edit Layouts (it is the third button on the top right section). You will be taken to the Edit screen. Carefully read the directions that are on this screen before leaping in to modify the layouts. Select the layout you wish to modify from the list and then go into Layout mode by using the Mode menu pop-up at the bottom of the screen (it says Browse in the left graphic below). See FileMaker’s documentation for more information about Modes.

Mode Menu - Layout Menu -

The Layout Menu

HCFA dw1 and HCFA dw2 are used to fill in HCFA forms using an inkjet printer. These are set up to print on pre-printed forms. If you have Inkjet selected as your printer and HCFA fill-in as the form, these pages will automatically be selected for printing. HCFA dw1 is the layout for single-page forms (up to 6 charges) and HCFA dw2 is for multiple-page printing (more than 6 charges on a claim). Use these forms if you will be using a dot-matrix printer.

HCFA LzrFill1 and HCFA LzrFill2 are used to fill in HCFA forms using a laser printer. These are set up to print on pre-printed forms. If you have Laser selected as your printer and HCFA fill-in as the form, these pages will automatically be selected for printing. HCFA LzrFill1 is the layout for single-page forms (up to 6 charges) and HCFA LzrFill2 is for multiple-page printing (more that 6 charges on a claim).

HCFA Complete1 and HCFA Complete2 are used to print HCFA forms to blank paper using a laser printer only.

Layout3- can be set up to print your Blue

Layout4- fills in the PA Blue Shield Vision form.

Layout5- prints the current ADA form to blank paper using a laser printer. If you have a high quality inkjet printer, you can use this form with little or no modification.

Layout6- fills in the Medical Services Invoice (based on the Commonwealth of Pennsylvania Department of Public Welfare form MA319C) pre-printed form.

Layout7- prints Champus form DD Form 2642, OCT 93 to blank paper using a laser printer. If you have a high quality inkjet printer, you can use this form with little or no modification.

Layout Features
On the top of most layouts there is a non-printing area with several buttons and fields. As you can see from the picture below it says, “This area does not print and all elements are locked”. In Layout Mode you can move this block around as needed but NEVER, EVER, NEVER, EVER delete it. If you do, copy the same area from another layout and paste it back.

You must be in Browse mode to use the buttons or fields. Print prints the current layout so you can check field placement and Edit returns to the Edit screen. There are also several fields that can be used to find subsets of claims for printing by hand.

Test
If you check "Yes" all fields of the current invoice will be filled with some sort of data to help you align the fields.

After you have aligned your form, be sure to uncheck it.
Delete gets a value of “1” when a claim has been printed!
Form Type is the code for the type of claim form to be used. 1 is HCFA fill.
Count LIFS is the number of "line items" on the claim!

Last Print Date show the last date this claim was printed and is updated when a claim is printed.

Once you believe the fields are aligned, you can print the current layout. If you print from one of the multiple page layouts (HCFA dw2, HCFA LzrFill2 and HCFA Complete2) you will notice that the charges do not print. This is NORMAL! These layouts are very special so do not worry if they do not print during a test!

Single vs. Multiple Page Printing
If you make field alignment changes on the single page layouts (HCFA dw2, HCFA LzrFill2 and HCFA Complete2) you will need to make identical pages on the multiple page layouts as well (HCFA dw2, HCFA LzrFill2 and HCFA Complete2). Otherwise the multiple page forms (7 or more charges) will not be aligned and you will become very frustrated and we will get a phone call from you saying, "The changes I made to the claim form 'did not stick'!".

last updated 2/10/2005