Please note that the pages and actions described in this manual vary with the selected program and case and the client’s configuration of iCaseManage®. The ability of a user to take an action or even view a page further depends on the user’s security authorization.
How do I assign Error Checks to Different Program Types and Claim Types?

1.) Go to the Admin-->Configure Page and choose Add/Update Bypass Rule Error:



  • Available Error(s) – This lists all the data entry errors that are available to be applied to claims entered for the selected Program Type/Claim Type. This is essentially the list of errors that your agency can choose from when determining how your data entry error checks will be set up.

  • Assigned Error(s) – For the data entry errors that you would like applied to your claims, simply move the desired errors from the Available Error(s) Box to the Assigned Error(s) Box. To set up the order in which errors are applied, simply highlight one of the errors and use the Up or Down buttons to prioritize. Note: Systems errors cannot be Bypassed, these errors are always applied to claims being entered. System errors are denoted by the following abbreviation (S).

  • Bypassed Error(s) – For the data entry errors that you would not like applied to your claims, simply move the desired errors from the Available Error(s) Box to the Assigned Error(s) Box and then to the Bypassed Error(s) Box.

  • Up/Down Option – If you highlight one of the errors in the Assigned Error(s) Box and click the Up/Down buttons, you can configure the order that the system applies the error checks in.


2.) Check the box for Assign Authorization Fishing to enable this process to take place during the entry of the selected Program Type/Claim Type Claims.

NOTE: Setting the Default Error Check Option determines the option that is pre-selected from the error check drop down on the Data Entry --> Visit Entry Page.


3.) Once you have updated the error checks, you can now enter the claims. Go to the Data Entry-->Visit Entry or Profile-->Visits Page. After entering the claim information, you can choose which error checks you would like to apply (see screen shot below):



NOTE: If you do not see any of the Error options in the screen shot above, you will have to configure that action to the appropriate Security Group. Go to the Admin-->Tab Security Page and click on the configurable icon. When a window pops up, click on the security group and follow the directions in step 5.


4.) If you were to choose the Do Not Apply Any Errors option when entering the claim(s), after the claims have been entered you may go back to your claims at a later time and apply the data entry errors. To do so, simply select the Apply Data Entry Processes option from the Choose An Action drop down and then select the type of errors you would like applied to your claims from the data entry errors drop down. Lastly, check the box next to the claims you would like to update and click the Update Row button (see screen shot below):



5.) If you do not have the Apply Data Entry Processes option configured for the claim view section, you will need to assign it to the appropriate Security Groups in the Admin-->Tab Security Page. Click on the Configurable icon to open the Security Group Window:



6.) When the Group Fields Window pops up, click on the group you would like to add the new action to:



7.) Click the CONTINUE button in the Group Window to assign the action. Click on the Add Data Entry Processes option and then click the Add>> button to move it to the Action(s) Assigned Box.


8.) To complete the configuration, Click 'Update'. You can now take the Add Data Entry Processes Action in the Claim View section.
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