Current Release Notes
Enhancements include new features and modifications for the following issues:
14289, 14384, 14498
Updated the AR grid to display the correct Payment Type for all Guarantor, Insurance, and External Collection payments.
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.
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.
Updated Diagnosis Codes.
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
Modified options and functionality in the Plan / Claims tab / Plan Claim Options section:
See the Tip Sheet for additional detail:
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.
Added Acct Date field and Account Date filter to the Payment Batches tab.
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:
Added Email Support link to the Support menu.
Fixes include corrections for the following issues:
Fixed issue generating an error message when creating an Account Note and pressing the <BACKSPACE> key.
Fixed issue causing the Effect column to display blank on the Adjustment Codes page.
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.
Fixed issue causing Code and Description fields to be disabled for non-Admin users with View and Create permissions.
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.
Fixed functionality to restrict users with “View Only” permission from saving and applying updates in Admin to:
· EDC Interface Configuration
· External Collection Agencies
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
|Release||Date||Highlights||Release Notes||Related Webinar(s)|
|21.6||September 2021||Added 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 menu||21.6 Release|
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
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)
|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 thoughout instance preference for Admin users||21.4 Release|
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
|21.2||Feb 2021||AMA Copyright notice; Code updates; Image Viewer Fix Width and Fit Page functionality updates; AQI/ePreop report updates|
|21.1||Jan 2021||AQI/ePreop report updates; Removed Support menu hotkey|
|20.4.2||Dec 2020||Code updates|
|20.4.1||Dec 2020||Coding window updates; eClinical Works EDC updates; Cognizant rebranding; ePreop report updates; Moved Support links to new Support menu|
|20.4||Nov 2020||Cognizant rebranding; Practice/Affiliated Providers tab filter updates|
|20.3.2||Sept 2020||Added texting/electronic communication preferences to Facilities; Code updates|
|20.3.1||Sept 2020||Error/bug fixes|
|20.3||Sept 2020||Added 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|
|20.2.1||June 2020||Modified EDC screen layouts to properly display error messages|
|20.2||May 2020||Code 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|
|20.1.1||April 2020||Code updates|
|20.1||Mar 2020||Charge 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|
|19.1.10||Feb 2020||Error/bug fixes|
|19.1.9||Jan 2020||Added Enable Deductible Monitoring checkbox and functionality to support PayorLogic service|
|19.1.8||Jan 2020||Code updates|
|19.1.7||Dec 2019||Error/bug fixes|
|19.1.4||Oct 2019||Code updates; Added permission to allow users to delete modern report outputs for any user; Modified report: Survey Vitals|
|19.1.3||Sept 2019||Added 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|
|19.1.1||Aug 2019||Error/bug fixes|
|19.1||Aug 2019||Added 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|
|18.3.9||July 2019||Modified AQI XML Version field to include 2019 Version 1 option; Added Facility filter to ePreop and AQI reports.|
|18.3.8||May 2019||Code 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|
|18.3.7||Mar 2019||Error/bug fixes|
|18.3.5||Feb 2019||Effective 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|
|18.3.4||Jan 2019||Improved calculation time for report: FAS - Charges Billed Detail|
|18.3.3||Jan 2019||Error/bug fixes|
|18.3.2||Dec 2018||Updated invoice "Base" pricing to support Trizetto electronic claims; Code updates|
|18.3||Dec 2018||Added 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|
|18.2.3||Sept 2018||Added Show Password option to Create/Reset Password windows; Added Date of Service search option to Pre-Collections/Start Files page|
|18.2.2||Aug 2018||Error/bug fixes|
|18.2||Aug 2018||Added 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|
|18.1.2||July 2018||Code updates|
|18.1.1||May 2018||Added 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|
|18.1||April 2018||Roll-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|
|4.8.1||Jan 2018||Error/bug fixes|
|4.8||Jan 2018||Notes 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 Details||CNCT_4.8_Final.pdf||4.8 Release Overview|
|4.7.3||Jan 2018||Error/bug fixes|
|4.7.2||Dec 2017||Error/bug fixes|
|4.7.1||Nov 2017||Error/bug fixes|
|4.7||Oct 2017||Added 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 Details||CNCT_4.7.pdf||4.7 Release Overview|
|4.6.6||Oct 2017||Error/bug fixes|
|4.6.3||Aug 2017||Error/bug fixes|
|4.6||July 2017||Added 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 Dashboard||CNCT_4.6.pdf||4.6 Release Overview|
|4.5.14||June 2017||Added ability to copy Charge Batch from one Practice to another; New fields added to Payment pages; Suspense payment updates|
|4.5.12||May 2017||Ability to update Custom Field values on submitted cases|
|4.5.11||April 2017||Code Updates|
|4.5.9||Mar 2017||Error/bug fixes|
|4.5.7||Feb 2017||Modified reports, including: Deposit Analysis Detail, Charge Analysis Detail|
|4.5.5||Jan 2017||Error/bug fixes|
|4.5.3||Jan 2017||Rebill functionality modifications; Revenue Advantage file updates; Modified reports, including: ePreop|
|4.5.2||Dec 2016||Code Updates|
|4.5||Dec 2016||Password Policy Updates||CNCT_4.5.pdf||4.5 Release Overview|
|4.4.3||Oct 2016||Code Updates|
|4.4.2||Oct 2016||Added ability to attach images to account-level SVCFEs, IPYMTs, and GPYMTs|
|4.4||Sept 2016||Added 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|
|4.3||July 2016||New Revenue Advantage page and functionality added; Added/modified multiple reports, including: AQI, Fides, Charge Analysis Detail||4.3 Release Overview|
|4.2||June 2016||Connect Portal launched; 30 new reports; Added custom Case fields functionality||4.2 Release Overview|
|4.1||April 2016||Concurrency Log functionality; Hotkey/button names updated for application consistency||CNCT_4.1.pdf||4.1 Release Overview|
|4.0.25||Feb 2016||Code Updates|
|4.0.24||Feb 2016||Claims Hold functionality updates; Modified report: AQI|
|4.0.17||Dec 2015||General updates to Charge Entry, Payment Entry, and External Collections functionality|
|4.0||4.0 Release Overview|
|3.9.7||June 2015||General updates to Cases, Claims, and Outcomes functionality; Modified report: AQI|
|3.9.6||Apr 2015||General updates to Claims and Roles functionality|
|3.9.5||March 2015||General updates to AQI/Outcomes, Claims, Facilities, and Plans functionality|
|3.9.4||Nov 2014||General updates to AQI, Facilities, Financial Classes, Charge Entry, Claims, Credit Balances, Payment Batches, People, and Preferences functionality|