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 2124.2.52. Highlights of this release include the following:

Accounts

• Added Last Insurance Payment and Last Guarantor Payment information Inactivate Account checkbox to the Account : ID / General / Statements section.

Charge Entry

• Updated Box 32 options on the Plan / Paper Claim Options page to be Print when POS is not Home (12) or Office (11) or Assisted Living Facility (13).

• Modified claim logic so that if Place of Service is set to 13 for the claim and Box 32 for the plan is set to Print when POS is not Home (12) or Office (11) or Assisted Living Facility (13), then the following are not populated:

• Box 32 on the Paper Claim Form (CMS 1500, NUCC 1500, MediCal California, Medicare California)
• Loop 2310C on the Electronic Claim

EDC

• Fixed issue causing Referring Provider names to disappear when configuring an EDC and switching the Mapping Element.

EMC

• Removed the hard coded logic for the facility-specific billing provider address; added a new option to the Plan / Claims tab to designate if the plan should use the facility-specific billing provider address.

Facilities

• Updated the Facility Name field to perform a validation of the 35-character limit upon saving or applying the record.

Fee Schedules

• Refresh functionality added to fee schedules when the name is updated and saved.

Financial Classes

• Added logic to auto-refresh the Financial Classes page when a Financial Class is created or updated.

Payers & Plans

• Added Referral # option to the Box 17a (Shaded) field of the Plan: ID / Paper Claim Options tab. If selected, the Referral # will print in Box 17a of the Paper Claim.

Preferences

• Modified the wording of the Keyboard Option on the Preferences / General tab to: Force Uppercase for all users (admin-only).

Reports

• Added Patient and Guarantor detail fields to the Patient Responsibility Detail report.
• Updated the Charge Analysis Detail report with new fields (First Non-cancelled Claim ID, Pre-Auth Number, Referral Number, and Allowed) and a new Date Mode option (Posted Date).

Roles

• Added new right: Account – Merge to Back Office. If Update is selected for this right, the user is allowed to perform the “Merge Accounts” functionality on the Accounts / General tab.
• Added new right: Images to Back Office. If Delete is selected for this right, the user is allowed to delete images from the Image Viewer page (throughout Connect).

Statements

• Added Guarantor DOB, Patient DOB, and Province Code to DMA statement file.

• / General tab to set accounts to inactive in Back Office.
• Fixed issue causing a paper clip icon to display after selecting a SVCFE, IPYMT, or GPYMT line item and errantly clicking View Attachment. The icon will only display if there is an attachment associated with the line.

Charge Batches

• Updated the Charge Batch / Charge Batch Information / Cases table:

• Added Place of Service, DOB, Eligibility Submitted fields
• Updated Status field header to Case Status
• Moved the Related Person section from the Case / Patient, Guarantor & Insurance tab to the Case / Additional Case Information tab.
• Removed the Code and ASA fields from the Case / Patient, Guarantor & Insurance / Paperwork Attachments section.
• Removed the Procedures grid table from the Create Paperwork Attachment window.

Code Updates

• Added 2024 Q1 code updates:
  • WPC Remittance Advice Remark Codes

ERAs

• Updated Claim field on the Resolve Payments page (in coordination with Importing ERA process) to allow for resizing and viewing the entire claim number.

Health Dashboard

• Updated the Help > Health Dashboard with current configuration requirements / recommendations:

Payers & Plans

• Updated logic to remove the A7 for secondary claims generated for Non-Medicare primary plans for Arizona Medicaid.

Practices

• Removed the Front Office section from the Practice / Miscellaneous tab.
• Added new Provider Name filter to the top of the Practice / Affiliated Providers tab.
• Fixed issue when maximizing or minimizing the Practice tab, the Save, Close, and Apply buttons disappear.
• Updated the following default values on the Practice / Statements tab:

Print Options Pane

• Only Use Remittance Address on Statements [checked]
• Office Hours field pre-filled with: 8AM-5PM MONDAY-FRIDAY

Statement Hold Removal Pane

• Remove account statement hold when balance reaches zero [checked]
• Remove service line statement hold when balance reaches zero [checked]

Pseudo Code Mappings

• Updated logic for creating, mapping, and billing ASA pseudo codes with a Type of Service Code - 7. 

Reports

• Updated the Financial Activity Summary – Payments to Line Items Detail report:
  • Added fields: Referring Provider NPI, Rendering Provider NPI
• Updated the Facility Detail report:
  • Added Place of Service field
• Updated the Account Adjustment Analysis Detail report:
  • Added Facility Case ID, Case Reporting Type, Billed Amount, Balance fields

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

Some Help topics include video tutorials, tip sheets, or how-to-guides, 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 videosmaterials.

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

• 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)
  • Tip Sheet: Rebills
• Back Office Reports
  • Balancing Connect Report Values
• Charge Entry
  • Extreme Age and Emergency Modifier Codes
• Collections
  • Actions & Action Series
  • Collector Groups
  • Denial Collections
  • Insurance Collections
  • Guarantor Collections
  • Tip Sheet: Working the Collections Queue
• Eligibility
  • Eligibility Functionality Demo
• Fee Schedules
  • Cloning Fee Schedules
• Portal Reports
  
  • Understanding Portal Dashboards
  • Balancing Portal Dashboard Values
• Reportal
  
  • Tip Sheet: Migrated Ad Hoc Reports
• Report Permissions
  
  • Report Permissions
  • Configuring Report Permissions and Roles
• Spotlight Sessions

This link has all the session recordings for you in one place!

• • Editing Payments (8/25/23)
  • Submitting Support Tickets (6/28/23)
  • DMA eStatements (4/25/23)
  • Moving Money Between Ext. Coll. & Active AR (9/29/22)
  • Rebills, Rebills, Rebills (2/22/23)
  • Working the Collections Queue (3/22/23)
• User Summit
  • 2022 Session Questions/Answers