Calendar View

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Overview

The Calendar view provides a visual interface for managing claims organized by service date. It’s ideal for bulk claim entry and reviewing your billing schedule.

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Accessing the Calendar

Click Calendar in the sidebar navigation.

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Calendar Navigation

• Use the arrow buttons to navigate between months
• Click Today to return to the current date
• Switch between Month, Week, and Day views

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Viewing Claims

Claims appear on their service dates as colored blocks:

• Click on a date to see all claims for that day
• Click on a claim block to view/edit details
• Color coding indicates claim status

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Creating Claims from Calendar

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Single Claim

1. Click on a date
2. Click Add Claim
3. Fill in the claim details
4. The service date is pre-populated

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Bulk Entry

For multiple claims on the same date:

1. Click on the date
2. Select Bulk Entry
3. Configure shared settings:
   • Facility
   • Physician
   • Billing codes
   • Diagnostic codes
4. Add patients one by one or search from your roster
5. Submit all claims at once

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Calendar Features

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Smart Rounding

Enable Smart Rounding to automatically adjust billing code quantities based on time-based services.

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Quick Lookups

While in calendar mode, quickly look up:

• Physicians (by name or billing number)
• Facilities (by name)
• Billing codes (by code or description)
• Diagnostic codes (by code or description)

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Drag and Drop

Move claims between dates by dragging and dropping claim blocks (for draft claims only).

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Best Practices

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Syncing with External Calendars

Currently, the IntelAGENT calendar is standalone. For integration with external calendar systems, export your data and import it manually.