On start up, QMB MasterScan must get a license from the Licensing Server. If it does not successfully connect to the Licensing Server, the following dialog box appears:

There are a number of possible causes for this issue:

1. The Licensing Server machine is not running.
2. Although the Licensing Server machine is running, the Licensing Server itself is not running on that machine.
3. The Licensing Server machine is running but not accessible to your machine because of a hardware issue (e.g., a cable may be loose on either machine).
4. The Licensing Server machine is running but not accessible to your machine because of a software issue (e.g., a firewall may be preventing access).

To resolve this issue:

1. Make sure the Licensing Server machine is up and running. The name of that machine is listed on the second line of the dialog box in single quotes (MainServer, in our case. If the name of your machine is localhost, the Licensing Server is running on the machine that you’re on. Clearly, the machine is up.). If it’s not up, please restart it and try to run MasterScan again.
2. Make sure the Licensing Server is started on that machine. You can do this by going to Start\Run and entering services.msc. This will bring up the list of services. Scroll down to MasterScan License Service and click on Restart the service. Now try MasterScan again.
3. If you still can’t get MasterScan to start on your machine, go back to the Licensing Server machine and try to start MasterScan there.
4. If you can’t run MasterScan on the Licensing Server machine, shut down any and all firewalls. Try MasterScan again.
5. If the above steps don’t resolve the issue, contact QMB Solutions support.

Follow the instructions in this document.

(A) Preliminary Lytec Setup

You must first set the Server Login password in Lytec. To do this, start Lytec on any machine and login to any practice.

Lytec 2010

1. Click on Admin.
2. Click on the Server Logins icon in the ribbon.
3. The Manage Logins screen will appear. Set the DBA password.
4. Click on OK.

Lytec 2006 — 2009

1. Click on Settings\Server Logins…
2. The Manage Logins screen will appear.
3. If you are using Lytec 2006, set the Admin password. For all other versions of Lytec, set the DBA password.
4. Click on OK.

(B) ODBC Setup
Please note: These steps need to be repeated on each machine running MasterScan.

1. Start MasterScan.
2. Click on Admin\ODBC\ODBC Setup…
3. Click on the System DSN tab (the second tab).
4. Click on Add.
5. Scroll down to SQL Server and select it. (It’s probably at the bottom of the list.)

   

6. Click on Finish. You will see the following screen:

   

7. In the Name field, enter LYTEC_SQL.
   In the Server field, select your Lytec SQL Server from the drop-down list. If nothing appears in the drop-down list, enter ServerName\LYTEC_SQL. For example, if your Lytec SQL Server is running on SERVER2003, enter SERVER2003\LYTEC_SQL:

   

8. Click on Next.
9. You will see the following screen:

   

10. Click on the second radio button — With SQL Server authentication… — and then click on the Connect to SQL Server… check box.
11. The Login ID and Password fields will now become available. Enter either DBA or Admin in the Login ID field, depending on the version of Lytec you are using, and the corresponding Lytec Server login password in the Password field (this was set in the Preliminary Lytec Setup at the beginning of this document):

    

12. Click on Next and then click on Next again.
13. Click on Finish.
14. Click on Test Data Source. You should see the following:

    

15. If you see TESTS COMPLETED SUCCESSFULLY, then you are done. Click OK and then OK again. If the tests are not successful, contact QMB Solutions support.

QMB MasterScan uses a 32-bit ODBC connection. A 64-bit machine has 2 versions of the ODBC Data Source Administrator – a 32-bit and a 64-bit version. You must use the 32-bit version. The 32-bit version is in C:\Windows\SysWow64\odbcad32.exe. To start it click on Start\Run and enter the location as below:

At this time, QMB MasterScan requires the 32-bit version. This allows QMB MasterScan to run under older versions of Windows.

MasterScan uses the machine’s fax modem to send faxes. Please verify that the machine you’re on has one.

1. Go to File\Fax Setup…
2. Click on the Auto Detect button. If a fax modem exists on the machine, it will show up in the devices list.

You can remove "stale" sessions by going to File\License Server…. You must have the System Password to logout stale sessions. Please follow the instructions at the bottom of that screen.

Windows 7 does not automatically create the folder where File DSNs have traditionally been stored. Therefore, you have to create this folder yourself before attempting to create the ODBC connection used by MasterScan to interface with Medisoft.

1. Using Windows Explorer, create C:\Program Files\Common Files\ODBC\Data Sources\. (You will probably have to first create C:\Program Files\Common Files\ODBC and then C:\Program Files\Common Files\ODBC.)
2. Start the ODBC Administrator by going to Admin\ODBC\ODBC Setup… in the startup screen of MasterScan.
3. Click on the File DSN tab (that’s the third tab).
4. Change the Look in value to be C:\Program Files\Common Files\ODBC\Data Sources\.
5. Click on Set Directory.
6. Click on OK.

You can now create your Medisoft connection using MasterScan.

QMB MasterScan requires a TWAIN-compatible scanner. Although theoretically any such scanner should work we have found that some manufacturers have better implementations of the TWAIN standard than others. Based on our experience we recommend the following models:

Scanner	Price Range
BizCardReader 600/900/901 DuplexScan 1200	$200 – $300
Fujitsu fi-Series (fi-4120c/fi-5120c/fi-6130c)	$700 – $1,000
Fujitsu fi-4340c	$3,000 – $3,500
Plustek SmartOffice (PS252/PS281/PS282)	$200 – $300
Visioneer Strobe XP 450	$550 – $650
Xerox Documate 250/252/510/515	$190 – $450

In many cases you will have multiple insurance companies defined in your practice management system which in reality are one insurance company with multiple addresses. As far as MasterScan is concerned, however, all of these insurance companies can be considered as one. For example, in the case of Blue Cross Blue Shield you may have BCBS-NY, BCBS-NJ, BCBS-IL, and BCBS-CA. A BCBS EOB may come from claims sent to any and all of these companies but you would probably want to store it under a single BCBS folder within MasterScan. To do this, you must group your related insurance companies together.

Here's how you set up insurance groups:

1. Start MasterScan and login to the desired practice.
2. Go to File\Admin\Preferences. A screen will pop up.
3. Click on the Insurance tab (the 4th tab)
4. Check Use insurance group and then click on Set.
5. A warning message will pop up telling you that this action can't be undone. Click on Yes.

You have just enabled Insurance Groups in MasterScan. Now you have to define your groups.

1. Go to Lists\All Lists.
2. Click on Insurance Groups (bottom right button). A screen will pop up.
3. Select the Insurance Group you want to define in the drop-down labeled Insurance Group.
4. Highlight an insurance company in the bottom list and click on Add to Group. The insurance company will be removed from the list at the bottom and appear in the list at the top.
5. Repeatedly highlight insurance companies and press on the Add to Group button until all of the appropriate insurance companies have been added to the group.
6. Click on Save Group.

QMB ClaimsPrep is used to produce ANSI 837P records from Lytec. It cannot be used to convert response files into a readable format. Free software is available to do this. Here are two packages:

• PC-ACE Pro32 — Processes all response files
• Download the software from http://www.wpsic.com/edi/pcacepro32.shtml.
• Download the documentation from http://www.wpsic.com/edi/pc_ace_userguides/web_instal_exe.pdf.
• Medicare Remit Easy Print (MREP) — Processes 835 (ERAs)
• Download the software from https://www.cms.gov/accesstodataapplication/02_medicareremiteasyprint.asp.

QMB ClaimsPrep produces professional claims (ANSI 837P). It does not produce institutional claims (ANSI 837I).

Companion guides are produced by clearinghouses and vendors and provide additional information that you need to transmit claims to them. Typically, they are found on their web sites. In some cases, however, you may need to contact the vendor and speak to a human being. Below is a list of guides that we found by searching for ANSI 5010 Companion Guide in Google. It is possible that over time, some of the links may no longer work. Click on the PDF icon for the document as it appeared on 12/1/2011.

Clearinghouse/Vendor
Alabama Community Services Information System (ACSIS)
Alabama Department of Mental Health
Blue Cross Blue Shield of Arizona
Blue Cross Blue Shield of Florida
Blue Cross Blue Shield of Nebraska
Blue Cross Blue Shield of North Carolina
Blue Cross Blue Shield of Rhode Island
Highmark Medicare (Delaware, DC, Maryland, New Jersey, Pennsylvania)
Kansas - Administrative Services of Kansas (ASK)
Medicaid (Department of Job and Family Services - Ohio)
Medicaid (New Mexico)
Medicaid (New York)
Medicaid (Texas)
Medicare (CMS)
Michigan Department of Community Health
MVP Health Care
Palmetto GBA
Pennsylvania PROMISe™ Department of Public Welfare

You will need to find the recommended settings for the following fields:

Loop	Segment	Field Description
ISA	ISA06	Interchange Sender ID
ISA	ISA07	Interchange ID Qualifier
ISA	ISA08	Interchange Receiver ID
GS	GS02	Application Sender Code
GS	GS03	Application Receiver Code
1000A	NM103	Submitter Name
1000A	NM109	Submitter ID
1000B	NM103	Receiver Name
1000B	NM109	Receiver ID

A replacement claim is sent with Loop 2300 CLM05-3 set to 7.
Before you can send a replacement claim, you must first set the Claim Number in Lytec.
To do this, open the claim in the Charges and Payments screen.
Click on the Billing button at the bottom of the screen and then select Bill Options.
Enter the Claim Number from the original claim in the Claim Number text box.
When you run ClaimsPrep, set Submission Type to Replacement.

A voided claim is sent with Loop 2300 CLM05-3 set to 8.
Before you can send a voided claim, you must set first the Claim Number in Lytec.
To do this, open the claim in the Charges and Payments screen.
Click on the Billing button at the bottom of the screen and then select Bill Options.
Enter the Claim Number from the original claim in the Claim Number text box.
When you run ClaimsPrep, set Submission Type to Void.

Neither Lytec nor Medisoft has a field for Ordering Provider. Instead, QMB ClaimsPrep uses the Outside Primary Care Provider (PCP) field. Additionally, the "Send Ordering Provider in Loop 2420E" field must be checked for the patient's insurance company.

Caveat: The Ordering Provider is sent on the claim detail level (the CPT code level). Unfortunately, there is no way to indicate which line in a claim should or shouldn't have the Ordering Provider associated with it. QMB ClaimsPrep sends the Ordering Provider on the first detail line only. You may have to split a claim if other lines need it as well.

QMB WorkersComp defaults to C-4 for initial claims and C-4.2 for all others. You override this by double-clicking on a specific form in the list of claims. You will be asked to confirm that you want to switch to the alternate form.

C-4.3, C-4 Auth, MG-1, and MG-2 are available when you use the C-4/C-4.2 forms. QMB WorkersComp presents you with a list of claims to process. Place the cursor in the column labeled Form and left click. The row will now be highlighted and the cursor will be after the C-4 or C-4.2 in the row. Now, right click and you will see a drop-down menu from which you can select C-4.3, C-4 Auth, MG-1, or MG-2.