edgeMED PM Upgrade Form
Once your migration begins, you will be in a read-only status; meaning that you will be able to view your information in Innovation but will not be able to add/modify/delete information.
Instructed to Close and Finalize Batches/Submit All Electronic Claims/Print All Paper Claims (Primary, Secondary, and Tertiary)/Backup/Watch Videos/Print Schedules before your down-time begins.
If moving to hosted server, transmitting claims will change. You will not be able to transmit directly to Medicare. You will have to use a clearinghouse:
Optum Clearinghouse: Jeron Gilbert 801-982-3033 and email@example.com.
Local servers will still be able to transmit directly to Medicare.
ATE Installation will need to be completed on all computers that need access to edgeMED.
Appointments will not bridge over you will need to manually enter your scheduled appointments into edgeMED. During your on-site training, your trainer will train you on scheduling.
You will be given one on-site day of training the day immediately following your migration and webinars to cover the remaining subjects.
This onsite training will cover the following: Scheduling/Patient Entry/Charge Entry/Batching/Claims/Processing/Quick Payments.
Webinars will cover the following: Statements/Ledger/Insurance Payments/Reporting.
Webinar schedule(s) will be provided after on-site training is complete.