The latest Connect latest Connect release is 2024.2.32. Highlights of this release include the following:

Accounts

• Configured Connect to automatically place an account on statement hold when the account is sent to Guarantor Collections.
• Added Spellcheck functionality to Account / Notes tab when creating a new note.
• Added Ext Pending Deny button to the Account / Active AR page to deny a service line item pending in external collections.
• Added new Create button to the Accounts page to initiate the Create Accounts process.

Charge Entry

• Added View Case button to Charge Batches / Case Holds tab.
• Revised Case Hold Notes functionality to allow more than one note to be logged, and to include time stamp and user information.
• Modified accident data entry on a case so that if the Case Involves Accident field is selected, the Accident Date is required.
• Added user notification when encountering an error during import of pages in a PDF file.

Claim Holds

• Modified logic to allow users to simultaneously place all claims on hold for a single practice.

Codes

• Added 2020 Q3 code updates:
• Claim Status Codes
• Remittance Advice Remark Codes
• Taxonomies
• Removed expired CPT codes which were still available for selection during case creation.

Collections Admin

• Moved Collection Letters Admin functionality to the Collections Admin page.
• Fixed issue where collection actions deactivated in Collections Admin were still available for selection when creating an Action in Collections.

Concurrency Schemes

• Fixed issue generating an error message when saving a Concurrency Scheme.

ERAs

• Fixed issue causing the balance to incorrectly roll to the guarantor when PR-31 is designated as the denial code and the denial rule for PR-31 is set to “Do Nothing”.

External Collections

• Fixed issue causing the server to time out during export of large external collection files.

Fee Schedules

• Added free text filters to the top of the Anesthesia Procedures and General Procedures tab of the Fee Schedules page.

General

• Updated Connect Help to launch as external browser window outside the application.
• Added Clear Image Cache options to the Help menu.

Image Batches

• Fixed issue generating an error message when importing a PDF from Scan Batches.
• Resolved issue causing imported images to be missing or display distorted.

Payers & Plans

• Modified ‘Clone Plan’ functionality to allow the Payer to be changed, effectively moving a cloned plan from one payer to another.
• Resolved issue causing an error when cloning a Payer.

Payment Batches

• Fixed issue preventing successful printing of remit with attached pages.

Practices

• Fixed the Practice/Miscellaneous/Action field drop down under the Force service to internal collections if expected does not match allowed checkbox to only include actions assigned to the practice for selection.

Pre-Collections

• Added prompt to the Create Start File window to designate the Number of Returned Results.

Quality

• Fixed issue that was preventing an Outcome with a modifier to be cleared from an Outcome Group when de-selected.

Refunds

• Added ability to select and post/deny multiple refunds in a single transaction.

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

Statements

• Fixed issue causing statements for accounts in External Collections to generate too early.

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