Page tree
Skip to end of metadata
Go to start of metadata

Current Release Notes

The enhancement and fixes detailed below pertain to the items included in the most recent Connect software release (Release 21.6)


Enhancements include new features and modifications for the following issues:





Back Office


14289, 14384, 14498

Updated the AR grid to display the correct Payment Type for all Guarantor, Insurance, and External Collection payments.

  • If no Payment Type exists, it will display as Check.
  • The Payment Type cannot be changed after the payment has posted.
  • Updated Credit Card payments to display as Credit Card.

Accounts / Collections Admin / Collections


Accounts: A Type filter was added to the Account / Notes tab to differentiate between different note types, including Collection notes.

Collections Admin: New Force Collection Action Notes to show as Account Notes option added to the Collections Admin / Guarantor Collections and Collections Admin / Insurance Collections tabs. When selected, all collection action notes will automatically display on the Account / Notes tab as Collection notes.

Collections: New Show on Account Notes option added to the Create Action window in Collections. If no enterprise rule or practice rule is set for account notes, selecting this option facilitates adding the note to the Account / Notes tab without having to do a copy/paste action.

Charge Batches

13595, 14383

Added the Patient Name to the Charge Batch / Concurrency Log / Anesthesia Case Provider Time table to provide users quick visual reference to the information when reviewing the Concurrency Log.


Updated the logic on Charge Batches to allow accounting dates to be entered for a date up to 14 days in the future.

Code Updates


Updated Diagnosis Codes.

Collection Letters

14068, 14382

Added the ability to delete collection letters from the Collection Letters page.

Added the ability (permission) to delete Collection Letters to the Role page for Back Office.



Renamed the Create and Delete buttons on the Mobile page to Add and Remove.

Payers & Plans

14326, 14508

Modified options and functionality in the Plan / Claims tab / Plan Claim Options section:

  • Procedure record 99100 is appended to the case if the following are true:
    • The Plan allows extreme age modifier option is selected for the insurance plan
    • An anesthesia procedure is added to the case
    • The patient is of ‘extreme age’ (<1 or >70)
    • Procedure 99100 is not already on the case
  • Procedure record 99140 is appended to the case if the following are true:
    • The Plan allows emergency condition modifier option is selected for the insurance plan
    • An anesthesia procedure is added to the case
    • The case is marked as an ‘Emergency’
    • Procedure 99140 is not already on the case

14573, 14593

New Set physical status modifiers to first position option added to the Plan / Anesthesia tab / Custom Logic section. If selected, the Physical Status Modifier is appended to the first modifier position on both paper and electronic claims.

Payment Batches

13997, 14514

Added Acct Date field and Account Date filter to the Payment Batches tab.


14173, 14558

The prepend text added to the beginning of the Memo description on a refund check (e.g., Refund to Insurance, Refund from Suspense) was removed to provide additional space for displaying more of the specific refund description text.

These edits apply to both Print and Reprint functionality.


12740, 13492, 14506

Case Reporting Type added as a Group By search option to the:

  • Financial Activity Summary (Classic) report
  • 13 Month Financial Activity (Modern) report
  • Payer Mix Summary (Modern) report

Support Menu


Added Email Support link to the Support menu.


Fixes include corrections for the following issues:





Back Office

Account Notes


Fixed issue generating an error message when creating an Account Note and pressing the <BACKSPACE> key.

Adjustment Codes


Fixed issue causing the Effect column to display blank on the Adjustment Codes page.

Charge Entry


Fixed issue generating an error message when updating Directed Provider Time on a case and trying to save the changes.


Fixed issue preventing users from saving a Case Hold Reason on a case if no note is entered.

Denial Management

13334, 13339

Fixed issue causing Code and Description fields to be disabled for non-Admin users with View and Create permissions.  

Password Policy

13813, 14575

Validation added to Password Policy to not allow Reset account lockout counter after field to be null if the Account lockout threshold and Account lockout duration fields are populated.



Fixed issue causing the Insurance Payment form to cut off the New Balance and Collection columns.


13335, 13336

Fixed functionality to restrict users with “View Only” permission from saving and applying updates in Admin to:

·         EDC Interface Configuration

·         External Collection Agencies

Report Permissions


Fixed issue generating an error message when creating a new folder and assigning to a role.

Fixed functionality to allow addition of Roles to an existing folder.




Fixed issue causing an update to the Begin Date of a scheduled report to not save.

Release Notes Archive

ReleaseDateHighlightsRelease NotesRelated Webinar(s)
21.7.5Dec 2021

Code updates, Log4j updated to v2.17.0 2021

Error/bug fixes

21.6.4Oct 2021

Modified External Collections export files to meet new Regulation F requirements; Added missing COVID-19 diagnosis codes

21.6.1Sept 2021Error/bug fix
21.6Sept 2021Added option to automatically add Collections Notes to the Account Notes; Added Patient Name to the Concurrency Log for quick reference; Updated logic on Charge Batches to allow accounting dates to be entered for a date up to 14 days in the future; Code Updates; Added ability to delete Collection Letters; Modified functionality to auto-append 99100 and 99140 procedure codes when requirements are met; Group By search option added to multiple reports; Added Email Support link to the Support menu21.6 Release
21.5.11July 2021

Updated Claims logic pertaining to 2310B loop; Modified Charge Batches / EDC Files tab to facilitate searching by Facility Case # and SSN and selecting specific (multiple) records for the EDC file

21.5June 2021

Last Insurance and Last Guarantor Payment info added to Account / General tab; Added Assisted Living Facility (13) to the Box 32 options on the Plan /  Paper Claim Options page; Added Referral # option to the Box 171 (shaded) field of the Plan / Paper Claim Option; Added option to the Plan / claims tab to designate use of the facility-specific billing provider address for a plan; Updated Facility Name field to perform 25-caracter limit validation; Added additional fields to the Charge Analysis Detail and Patient Responsibility Detail reports; Added new Back Office rights to the Role page: Account - Merge (Update) and Images (Delete)

21.5 Release

May  2021

Copy paste functionality for Account Notes; Note field added to Create Case Hold Reason and Update Case Hold Reason windows; Code updates; Added Load next image set in batch functionality to Preferences and Image Viewer; Added Force all typing to Uppercase throughout instance preference for Admin users21.4 Release
21.3.1March 2021

Error/bug fixes

21.3March 2021

AQI XML Version field; Deluxe DLM105 refund check format; Updates to support DMA e-statements (pay-by-text); Ability to use/not use On-Account Balance when calculating Account Balance on Statements

21.2Feb 2021AMA Copyright notice; Code updates; Image Viewer Fix Width and Fit Page functionality updates; AQI/ePreop report updates


21.1Jan 2021AQI/ePreop report updates; Removed Support menu hotkey


20.4.2Dec 2020Code updates


20.4.1Dec 2020Coding window updates; eClinical Works EDC updates; Cognizant rebranding; ePreop report updates; Moved Support links to new Support menu


20.4Nov 2020Cognizant rebranding; Practice/Affiliated Providers tab filter updates


20.3.2Sept 2020Added texting/electronic communication preferences to Facilities; Code updates 


20.3.1Sept 2020Error/bug fixes


20.3Sept 2020Added Send to AQI checkbox added; Updated case preference option to '>70 years old'; Added ability to post/deny multiple refunds simultaneously; Added/modified multiple reports, including: Charge Payment Posting Summary, Case Analysis Detail, Case Hold Detail


20.2.1June 2020Modified EDC screen layouts to properly display error messages


20.2May 2020Code updates; Base Class EMC updates; Credit card refund processing; Prevented plans from being assigned to more than one fee schedule; Modified search functionality on Payment Batches page; Streamlined Preferences options to omit items determined at the page level; Added/modified multiple reports, including: Charge Analysis Detail, Practice Performance Summary, Payment Batch Detail, Billing Analysis Group by Procedure Summary


20.1.1April 2020Code updates


20.1Mar 2020Charge Entry updates: new Case Holds tab (Charge Batches page), new Case & Claim Holds tab (Case: ID page), new Case Hold Reasons page; Added Ability Clearinghouse EMC; Added Hire/Term Date fields to Providers page; Added/modified multiple reports, including: Payment Analysis Detail, Case Hold Detail, AQI XML


19.1.10Feb 2020Error/bug fixes


19.1.9Jan 2020Added Enable Deductible Monitoring checkbox and functionality to support PayorLogic service


19.1.8Jan 2020Code updates


19.1.7Dec 2019Error/bug fixes


19.1.4Oct 2019Code updates; Added permission to allow users to delete modern report outputs for any user; Modified report: Survey Vitals


19.1.3Sept 2019Added ability to create payment plan at the account from from Guarantor Collections page; Added ability to assign default Next Action; Added/modified multiple reports, including: AQI, ePreop, Anesthesia Case Utilization


19.1.1Aug 2019Error/bug fixes


19.1Aug 2019Added Collections Admin page to consolidate collections information and activity in a single location; Moved the Guarantor Collections and Insurance Collections tabs to new Collections Admin page; Created new Collector Groups and Denial Collections tabs (Collections Admin page); Enhanced the Guarantor and Insurance tabs (Collections page) to include additional fields and new functionality; Added Fee Schedules Audit Trail; Added/modified multiple reports, including: Guarantor Collection Actions Detail, Insurance Collection Actions Detail


18.3.9July 2019Modified AQI XML Version field to include 2019 Version 1 option; Added Facility filter to ePreop and AQI reports.


18.3.8May 2019Code updates; Modified Edit Note functionality on Coding tab to view previous notes and make edits to it; Added Credit, EFT, and Lockbox Transaction Types to the Payment page; Added Account ID to Refunds page; Modified report: Insurance Collection Actions Detail


18.3.7Mar 2019Error/bug fixes


18.3.5Feb 2019Effective Date and Expiration Date added to the Create/Update Insurance windows; Modified fee schedules to capture modifier fee calculations as a percentage; Modified Fee Schedule field display; Added/modified multiple reports, including: Payment Analysis Detail, Case Analysis Detail


18.3.4Jan 2019Improved calculation time for report: FAS - Charges Billed Detail


18.3.3Jan 2019Error/bug fixes


18.3.2Dec 2018Updated invoice "Base" pricing to support Trizetto electronic claims; Code updates


18.3Dec 2018Added ability to copy Account Notes; Added Claim Holds designation to cases on Account/Active AR tab; Stop Pre-Coll button functionality updated to Suspend in the Stop File; Added functionality to select alternate Expected Fee Schedule to override default fee schedule in the Case / Procedures & Provider Time tab; Code updates; Confirmation window added to Post All function on the External Collection page; Fields added/updated on the Pending and Transaction tabs of the External Collections search window; Added New Image Batch window; Updated Password Policy disable functionality; Payment button added to the Case/Procedures & Provider time tab for payment entry; Expected Fee Schedule field added to Distribution page; Bill CRNA Only option added to the Plan/Anesthesia tab; Added ability to print preview statements with marking statements as printed; Modified report: Charge Analysis Detail


18.3 Release Overview

18.2.3Sept 2018Added Show Password option to Create/Reset Password windows; Added Date of Service search option to Pre-Collections/Start Files page


18.2.2Aug 2018Error/bug fixes


18.2Aug 2018Added Claim Inquiry Request and View Claim Status functionality; Added Denial Management / Denial Code Groups tab; Modified Denial Management functionality; Added new fields to External Collections/ Pending tab; Added ability to customize Home page and auto-launch up to three pages upon logging into Connect; Added Search button to Image Batches tabs to facilitate searches; New Quality topic added to house Outcomes, Outcome Groups, AQI reports; Added new Transaction Type and Payment Type fields to Payment Batch Information tab and relevant reports; Added case alert option to Preferences/Case tab


18.2 Release Overview
18.1.2July 2018Code updates


18.1.1May 2018Added AQI changes; Modified logic to require City field on plan's address; Added New Balance field on Guarantor Payment / Distribution tab to calculate balance following an adjustment; Modified report: ePreop


18.1April 2018Roll-to process modifications; Added new Refund Note Type to the Accounts/Notes page; Added ability to select new Responsible Party for service fee line during insurance recoup; New Statement Hold Removal section added to Practice/Statements tab; Transworld rebranded as Pre-Collections in Connect; Roles permission updates; Added ability to auto-generate statements for practices configured for DMA; Added/modified multiple reports,  including: Account Note Detail, Audit Trail, External Collection Analysis Detail, Case Analysis Detail, Claim Activity Detail, External Collection Payment Detail


18.1 Release Overview
4.8.1Jan 2018Error/bug fixes


4.8Jan 2018Notes functionality now opens new Note: Account [ID] page; Notes search functionality; Modified Search Criteria window layout on all Claims page tabs; New merge fields added to Collection Letters; Added override functionality to contractual write-off amount on non-primary payments; New paper refund check format; Added folders to modern reports in Back Office; Added/modified multiple reports, including: Insurance Payment Denial Detail, Financial Transaction reports, 12 Month Payment Waterfall Summary, Practice Performance Summary (DOS), Charge Analysis Detail, Account Adjustment Analysis, Case Outcome DetailsCNCT_4.8_Final.pdf4.8 Release Overview
4.7.3Jan 2018Error/bug fixes


4.7.2Dec 2017Error/bug fixes


4.7.1Nov 2017Error/bug fixes


4.7Oct 2017Added fields to Insurance Information window; Code Updates; Added ability to assign Payer ID to ERA file without one; Rebill 2 functionality modifications; Added/modified multiple reports, including: AQI, Provider Details; Patient Responsibility Detail, Charge Analysis Detail, Outcome DetailsCNCT_4.7.pdf4.7 Release Overview
4.6.6Oct 2017Error/bug fixes


4.6.3Aug 2017Error/bug fixes


4.6July 2017Added ability to clone submitted cases; Setting claim holds and release dates at the case level; Claims search functionality; Paper claim form customization; Fee Schedules moved to Enterprise-level; Added Messages page and functionality; Added new Generate one claim per provider option; Added "contains" search functionality to Payment Batches; Added ability to affiliate referring providers to practices and facilities; Scheduled and Output tabs added to the Reports page; Reports scheduling; Page layout updated for the User and Role pages; Security and Admin topic permissions; Reports DashboardCNCT_4.6.pdf4.6 Release Overview
4.5.14June 2017Added ability to copy Charge Batch from one Practice to another; New fields added to Payment pages; Suspense payment updates


4.5.12May 2017Ability to update Custom Field values on submitted cases


4.5.11April 2017Code Updates


4.5.9Mar 2017Error/bug fixes


4.5.7Feb 2017Modified reports, including: Deposit Analysis Detail, Charge Analysis Detail


4.5.5Jan 2017Error/bug fixes


4.5.3Jan 2017Rebill functionality modifications; Revenue Advantage file updates; Modified reports, including: ePreop


4.5.2Dec 2016Code Updates


4.5Dec 2016Password Policy UpdatesCNCT_4.5.pdf4.5 Release Overview
4.4.3Oct 2016Code Updates


4.4.2Oct 2016Added ability to attach images to account-level SVCFEs, IPYMTs, and GPYMTs


4.4Sept 2016Added ability to create Procedure Codes (pseudo codes); Added ability to attach images to Guarantor Accounts; Added Charge Received Date field to Charge Batch and Coding form; Added Facility field to Distribution page for insurance payments; Code Updates


4.4 Release Overview
4.3July 2016New Revenue Advantage page and functionality added; Added/modified multiple reports, including: AQI, Fides, Charge Analysis Detail


4.3 Release Overview
4.2June 2016Connect Portal launched; 30 new reports; Added custom Case fields functionality


4.2 Release Overview
4.1April 2016Concurrency Log functionality; Hotkey/button names updated for application consistencyCNCT_4.1.pdf4.1 Release Overview
4.0.25Feb 2016Code Updates


4.0.24Feb 2016Claims Hold functionality updates; Modified report: AQI


4.0.17Dec 2015General updates to Charge Entry, Payment Entry, and External Collections functionality



4.0 Release Overview
3.9.7June 2015General updates to Cases, Claims, and Outcomes functionality; Modified report: AQI


3.9.6Apr 2015General updates to Claims and Roles functionality


3.9.5March 2015General updates to AQI/Outcomes, Claims, Facilities, and Plans functionality


3.9.4Nov 2014General updates to AQI, Facilities, Financial Classes, Charge Entry, Claims, Credit Balances, Payment Batches, People, and Preferences functionality


Search this documentation