There are two basic windows in PES. The first window has the main menu of all the functions you can choose: File, Forms, Communication, Lists, Reports, Tools, Security, Window, and Help. Some of these options are then repeated in the toolbar directly below the menu bar.

In the upper right-hand corner of the main window there is a set of three little boxes you can use to hide, re-size, or close the window. You can also hide, re-size, and close the active window inside of the main window. Be careful with the X. You can close the program by clicking it. PES will always prompt you to save any changes before you close.

Main Menu Window

Image of a screen from Provider Electronic Solutions


Another way to resize the main window is to grab the lower right hand corner of the window with your pointer and drag it until you have the size you want.

Tip
Use the Minimize feature to minimize PES during periods of non-use. This allows you to have access to the application throughout the day.

PES Window with 837 Professional Form Open

Menu Bar
The menu bar appears at the top of the PES window. It is a list of basic commands. There are two menu bars: one for the main window, and a second that opens once you select an option.

Toolbar
The toolbar contains shortcuts for frequently used commands that reduce the time and steps needed to activate a function. The toolbar consists of icons that represent different menu commands. To execute a command using the toolbar, simply click the button. To see a name or brief description of each button, hover the pointer over the button but do not click. The description will appear just below the button.

Find: You may use this command to locate a specific form. If you have set up a filter on the forms, you will only be able to find forms that match the filter. In other words, the find command will not search forms that do not appear in the detail window.

Filter: You may limit or filter the forms that are displayed in the detail window. This feature allows you to see only the forms you are interested in while keeping the forms you do not want to see available for future use.

Sort: You may use the sort command to control the detail window display. You may display the forms in sorted order based upon the column headings in the detail window.

Charges and Services

Total Billed Amount: The total charges to be billed to ForwardHealth.

Services: The number of service details associated with the claim.

Tabs
Information on the claim forms is organized into tabs with related boxes in separate Header or Service tabs. Additional tabs also are added to some forms, such as when other insurance is indicated.

Drop-Down Lists
Click the down arrow to display a list of values. If there is a scroll bar on the right, use it to see all the options on the list. If you double-click in the box, you will be able to create or add to the list.

Drop-Down List

Detail
A detail lists all claims entered for the transaction.

Status Bar
The status bar indicates the state of the software, such as Ready or New Record Added. When you hover over comments, a description will be displayed in the status bar.

Active Window
You can open up to three separate forms, lists, and/or reports at one time. Select Window on the menu bar to display screens in a cascade, tiled, or layered view.

Command Buttons
The command buttons are located along the right side of each screen. These buttons will vary from screen to screen. See Command Buttons in this chapter for more information.

Next — Menu Bar
Previous — Using the Mouse