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Steps to Install






​ Treeno's




​Claims Link Connect Tool

White Birch View is a Treeno-approved Certified Reseller and Consultant.  Our teams have partnered together with WEX Health to bring you a powerful integration to manage your inbound images, faxes, and emails.  The final integration point to the Claims Link feature in WEX Health Cloud allows a one to one and one to many "image to claim" relationship with your Claims Order Submission Numbers in Claims Link. 

​Existing Treeno WEX Health Cloud Integration users can
use the steps below to download the new Treeno Connect Tool. 

​White Birch View has partnered with Treeno to bring you an
advanced option for indexing, which will allow claims details to be brought back to the claims index fields to include Employer Code, Employee ID, Employee First Name, Employee Last Name.

​If you're interested in learning more about this
advanced integration, please contact us by clicking below.
​
                                                                           Happy indexing!
Tell me more about the Advanced Indexing Option

3 Easy Steps!

STEP 1: Download New Treeno Connect Tool


Log in to:
http://saas.treenosoftware.com/treeno4/
   ​This is Treeno's url where you can access the new Treeno Connect Tool.
Click on _Treeno Connect/    This is the folder where you will find the new Treeno Connect Tool.
Click on TreenoConnectSetup_Chrome.zip    This is a zip file containing the executable file that will need to be installed on your server.
Follow the prompts to unzip the file.   You will be asked to save and/or run the download.
When running the download, follow the wizard through the installation steps.

STEP 2: Create a Cabinet in Treeno


Log in to:
https://tr1.treenosoftware.com/  
This is Treeno Sofware's login page.
Click Administration in the top right hand corner    This will let you into the Admin Section where you can create your cabinet.

Click on Cabinet Functions    This will get you to a screen where you will see your Cabinet related options.
Choose Create New Cabinet    Enter the name of the new Cabinet: Claims
Choose the following index fields in this fashion:
​Index 1: claim number
Index 2: consumer name
Index 3: consumer id
Index 4: employer
​Click Save

**user permissions?
**​group permissions?

​

STEP 3: Test


Initial Index of a claim image must be performed in Claims Link    Log into Claims Link and enter a claim or multiple claims.  
Press Add    At the confirmation screen, click the blue bar of the first claim and press INDEX


 

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  • home
  • services
    • business review
    • strategic consulting
    • bridge tools
    • production outsourcing
    • data migration
  • why the name
  • contact
  • about
  • .