SureClaim Online Manual

3. The SureClaim environment

3.1 How the windows work

SureClaim is designed to work in a Windows environment, meaning that the main functions, such as managing patient records or claim records, are performed in their own independent spaces, or "windows". These windows vary in size and shape, and when open they occupy only a portion of your screen and can be moved around freely. You can also have more than one window open simultaneously - for example, the Patients window and the Claims window. However, only one window can be used at any given time.

3.2 Switching between open windows

If more than one window is open and you want to switch to another one, click the mouse once anywhere inside the window you want to use. This will give focus to the window, allowing you to type in information and use the window's other features and commands.

3.3 Moving windows

To move a window, position the mouse pointer over any part of the window near its edge and hold the left hand button down. The window will now move as you move the mouse. Releasing the mouse button will leave the window in its new location.

3.4 Closing windows

Most windows in SureClaim have a Close or Exit button - clicking on these will close the window. If no such button exists, you can close the window by clicking once on the small "X" button in the top right hand corner.

3.5 Using index tabs

The Patients and Claims windows actually consist of overlapping "pages" of which only one is visible at a time. For example, the Claims window has three pages, one each for New Claim, Pending Claims and Outstanding Claims. The presence of each page is indicated by an "index tab" near the top of the window, just like real index tabs in a filing cabinet drawer.

To switch between these pages, click the mouse once over the index tab of the page you wish to view. There is no need to save what you have entered if you are moving to another page - the system's memory stores the information on all of the pages whether or not they are visible.

3.6 Typing information into boxes

With SureClaim you can enter information into a box by clicking once on it (although some boxes are for display purposes only and do not accept input). When you click, a cursor will appear inside the box, indicating that you can now begin typing; the box may also turn yellow. There is no special order for filling in boxes in a window - for example, in the Patients window you can fill in the last name before the first name. To fill in to another box, simply click once over that box.

You can also use the Tab key to move between boxes, just as in old-fashioned DOS-based software. However, with this method you must fill in the boxes in a fixed order, starting with the top left hand one.

3.7 Using combo boxes

Some text boxes will display a small down arrow when clicked. These are known as "combo boxes". If you click on the arrow, you will see a list of items which can be entered in that box. Double clicking on any of these items places that item in the box. If there are more items than the box has room for, you can scroll up and down the list by clicking on the up and down arrows.