The latest Connect release is 2124.2.62. Highlights of this release include the following:

Accounts

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

Charge Batches

• 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.

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.

Code Updates

• Updated Diagnosis Codes.

Collection Letters

• Added the ability to delete collection letters from the Collection Letters
• Added the Collection Letters Delete permission to the Role page for Back Office.

Collections Admin

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.

Denial Management

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

Mobile

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

Password Policy

Payers & Plans

• 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.

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​​​​​​​​​​​​​​

Payments

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

Payment Batches

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

Permissions

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

• EDC Interface Configuration
• External Collection Agencies

Refunds

• The prepend text previously 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.

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.

Reports

• Added Inactivate Account checkbox to the Account / 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

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 materials.

**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