CWM Product Information

Clinic Web Manager (CWM) is a web-based thin client application using Oracle 10g database and Oracle APEX technology. CWM provides functions like scheduling, billing, and insurance claiming.

What CWM Can Do For You
How CWM Works in Your Office

What CWM Can Do For You

Whether you're currently using another medical management software program or you're new to practice management systems, CWM will save you time and money. CWM's intuitive interface is divided into the following easy-to-use modules:

Appointments

Patient

Ticket

Reports

Claims Processing

Statement Processing

Capitation

Batch Posting

View Chart

User Options

Practice Setup

Help

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  • Make, move, cancel, track and reschedule appointments using CWM's easy-to-use Appointment Scheduler
  • Schedule new patient appointments quickly and find the next available appointment with button click
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  • Find any patient at the touch of a button using advanced search queries in the Patient Module
  • Keep a complete patient database with demographic and insurance information, including the information required on the HCFA 1500 form
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  • Keep a complete record of the patient's encounter in Ticketing
  • All diagnoses, charges, and payments are entered on the ticket
  • The ticket leaves a permanent record of all of the transactions related to the patient per visit
  • Print walkout statements for the patient to take home
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  • Produce more than 50 standard reports and hundreds of custom reports to help you analyze and run your practice
  • Use the Payment Report to help balance all payments
  • Use the Log Report to show what information was input by each user
  • Use the Patient Ledger Report to help patients for tax purposes
  • Use the Collection Report to group past due payments by insurance companies
  • Use the Capitation Report to tell if your practice is making money on your capitation plan
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  • File insurance claims
  • Simply press the "transmit" button to send claims electronically
  • Batch print and batch submit claims to insurance companies
  • View claims that were not properly processed and see why without having to wait to print and mail claims.
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  • Generate statements for all patients with balances
  • Include all charges, payments, adjustments, and messages
  • Provide aging for accounts
  • Print a pre-defined comment on the statement to notify patients of their delinquent account status
 
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  • Distribute an insurance company payment to multiple patient tickets and capitated charges in minutes
 
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  • Allows for dispersing an entire insurance company payment to several different patient tickets with just a few clicks
  • Select the tickets and quickly post the payments and adjustments according to the Explanation of Benefits received with the payment
  • Add automatically the appropriate transaction codes and amounts to the tickets after posting the payments
 
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How CWM works in your office...

Appointment Requested

When a patient calls to make an appointment, select a time on the appointment grid and double-click, or select the "Next Available" option. You can set aside time for specific types of appointments by creating Group Reservations. Blocking a time on a provider's schedule is also possible, which allows you to note when a provider will be unavailable for appointments at each location. You can make, move, reschedule and track patients in the scheduler.
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Patient Information

Get a patient's demographic, insurance, and claims information, and enter it into the patient information screens. You can update patient information at any time.
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Encounter Form Printed

Once you have entered the patient information, you can print the encounter forms for the patients being seen during that or the next day. You can then check all of the services provided on the encounter form. This information is then used to create the patient's ticket.
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Encounter Form Reviewed and Transactions Posted

All diagnoses, charges, payments, and other transactions are entered on the ticket after the encounter form is reviewed. This keeps a complete record of the patient encounter. If the patient owes a co-pay or a specific percentage of procedure, this information is noted in the patient information, displayed on the ticket, and can be collected at the time of the encounter. After the information is entered, a walkout statement can be printed from the Ticket Module for the patient to keep.
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Insurance Claims Prepared

Store insurance claims information in Claims Processing. After the ticket has been created, it will appear in Claims Processing with a status of "Posted". This is where you will file your claims (either electronically or by using paper HCFA forms). Claims Processing allows you to gather all of the claims together in the grid and batch print and batch submit claims. After the claims are transmitted, the claim's status is changed to "Filed" for quick reference. CWM also allows you to print the claims grid so you can keep track of the claims that were submitted on a specific day.
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Payments Received from Insurance Carrier

When a check from the insurance company comes in, payments can easily be posted to the patient's tickets. The Ticket Module can be used to post individual payments to individual tickets. Batch Posting allows you to post a lump insurance payment to multiple tickets and to post adjustments simultaneously. Capitation is used to post capitated charges and adjustments. If you need to resubmit the claim, you can change the status to "Posted" and resubmit it with more information or documentation.
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Secondary Insurance Claims Filed:

After a primary insurance payment is posted, the claim can be filed with the secondary insurance. Select the "secondary" option in claims processing and simply print the secondary claims.
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Statements Sent to the Patient

Statement Processing is used to send statements to the patient after all insurance claims have been filed. By sending patient statements, you can also make patients aware of their financial responsibility. This allows you to collect payments from patients for procedures that may not have been covered by the insurance company.
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Patient Payments Received

When patient payments are received, they can be posted on the ticket as "patient payment".
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Creating Reports

CWM's reporting capabilities allow you to keep track of the appointments, transactions and receivables for all of the patients in the system. Reports authorize you to view the status of all of the individual patient encounters and to keep track of the business aspects of your practice. You can create receivables and collections reports to keep track and monitor the status of your practice.
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Help

CWM's help capabilities allow you to get familiar with the application fast. The Learn by Example feature gets you throught a searis of learning modules so that you can have a fast startup after the lessons.
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For more information about CWM, please complete this form.