Connect Help is currently under construction. Additional topics are forthcoming and will be added to the site as they are written.

The latest Connect release is 21.3. Highlights of this release include the following:

Charge Batches

• Modified functionality to auto-refresh the Charge Batch / EDC File tab to display an EDC file being linked to a currently open Charge Batch.

Collection Admin

• Resolved issue causing the default group saved to an insurance collections task via the Collections Admin / Insurance Collections tab from displaying with the correct value.

Denial Codes

• Resolved issue preventing user from entering 253 for the Reason Code and successfully saving.

EDC

• Resolved issue causing the EDC – Connect XML to only pull the first four diagnosis codes when creating a case.

Fee Schedules

• Removed system requirement to enter values in the Base Units and Time Units fields of the Supervising Provider Billing section on the Fee Schedule / Anesthesia Billing Information tab.
• Resolved issue preventing saving fee schedule updates.

Image Management

• Fixed issue preventing images being imported via PDF from being imported in the correct order.

Quality

• Changed the default selection of the AQI XML Version field on the Practice / Miscellaneous tab to 2021 Version 1.

Payment Batches

• Logic added to validate payment check dates to confirm it is not a date prior to 1900 or in the future.

Practices

• Fixed issue causing the Remittance Address field to be disabled when updating a Practice.

Refunds

• Updated the Deluxe DLM105 refund check to have information printed on both the top and bottom stubs.

Reports

• Resolved issue causing an error when trying to generate the Adhoc Report: Insurance Collection Actions – Detail Topic in Reportal.

Small Balance Writeoff

• Resolved issue preventing users from posting a small balance writeoff for amounts >$999.99.

Statements

Case Hold Reasons

• Added a Note field to the following windows to use when creating/updating Case Hold Reasons:
• Create Case Hold Reason (accessed from Case / Case & Claim Holds tab)
• Update Case Hold Reason (accessed from Case / Case & Claim Holds tab)
• Update Case Hold Reason (accessed from Charge Batches / Case Holds tab)

Code Updates

• Completed code updates, including: 
• ​​​​​​​Janssen COVID-19 vaccine procedure codes
• WPC codes (Remittance, Taxonomy)

General

• ​​​​​​​​​​​​​​Fixed copy/paste functionality to allow right-clicking of mouse to copy/paste into Account Notes.
• Added [ALT]+[Y] hotkey combination to the Case / General Case Information tab to more quickly navigate to the Case Reporting Type field during Charge Entry.

Image Viewer

• Added Created By (user) and At (date/time) information to bottom of the Image Viewer page. 

Preferences

• Added/modified options for Preferences / General tab: 
• ​​​​​​​New Load next image set in batch option added.
• New Force all typing to Uppercase throughout instance option added.
• Updated Force all typing to Uppercase option to apply to case data being created from EDCs.​​​​​​​
• New Disable Scanning Support option added.

To view the full release notes for the current Connect release, click here. 

Some Help topics include video tutorials, which provide visual, step-by-step instructions on how to complete the task. Click one of the links below to access the topics with related videos.

**Scroll to the bottom of the linked page to find the associated video.**

• Release-specific webinars
• Accounts
  • Rebill 1 Switching Primary with Payments Posted
  • Rebill 1 Switching Primary
  • Rebill 2 Medicare Forwarded Claim
  • Rebill 2 Missing Secondary
  • Rebill 3 Void Claim
  • Corrected Claims (Paper & Electronic)
• Back Office Reports
  • Balancing Connect Report Values
• Collections
  • Actions & Action Series
  • Collector Groups
  • Denial Collections
  • Insurance Collections
  • Guarantor Collections
• Portal Reports
  • Understanding Portal Dashboards
  • Balancing Portal Dashboard Values
• Report Permissions
  
  • Report Permissions
  • Configuring Report Permissions and Roles