The latest Connect release is 23.1. Highlights of this release include the following:

Accounts

• Added new option to the Rebill Type window when creating a Rebill to Reverse all insurance payments to suspense.

Case Error Check

• New Admin > Case Error Check page created to manage settings for Case Error Check rules.
• Audit Trail button included on the page to track updates to the data.
• Added Case Error Rules permissions to designate if users have rights to View and/or Update error rules.
• New rules added to Case Error Check: ​​

Cases

• Updated the Eligibility Status of the case on the Case / Patient, Guarantor & Insurance tab to display three possible statuses: Active, Inactive, or
• Added Type column to the Case / Notes

Charge Batches

• Added ability to bulk submit charge batches from the Charge Batches 
• Added bulk actions capabilities to the Charge Batch: [ID] tab: 

• Ability to select multiple cases with a charge batch
• Ability to delete multiple cases (if Status of all selected = Unsubmitted)
• Ability to move multiple cases
• Display selected case count at bottom of tab

• Added new button to create cases from an imported EDC(s) for cases with no missing information or discrepancies:
  • Create Bulk Cases button added to the Charge Batch [ID] / EDC Files tab
• Added Provider Group to the Search window of the following Charge Batches page tabs:

• Batches
• Cases
• Case Holds
• Eligibility
• Updated the Charge Batches / Batches tab:

• Added new column (EDC) and new EDC count to the bottom of the tab to display the count/total of untouched charges in staging after an EDC has been imported.
• Added new column (Errors) and new Errors count to the bottom of the tab to display the total number of errors in the error check.
• Updated the Charge Batches / Batches tab to allow columns to be added/removed from the display table.

• Modified the Charge Batch / Charge Batch Information tab:
  • Added Review Eligibility When clicked, opens the Charge Batches / Eligibility tab, filtered on the selected Charge Batch
  • Added Hold Case button
• Modified the Charge Batch / Charge Batch Error Check tab:

• Added Hold Case button 
• Added Rule ID field to the table
• Removed the Category field from the table
• Removed the Concurrency, CCI, ICD-9, Payer, and Data filters
• Fixed the Last Check field to correctly display the date of last error check

• Added a Save & Add Next button to the Case: New page when creating cases from the EDC Files tab of the Charge Batch.

Claim Holds

• Added new fields to the Claim Holds page: Provider and

Code Updates

• Completed the following code updates:
  • CCI Edits

Collections

• New fields added to the Collections page:

• DOB added to the primary table on the Guarantor tab.
• Added Address 2 information to the General sub-tab of the Collections / Guarantor and Collections / Insurance tabs.
• Last Payment Type and Payment Plan added to the Guarantor / General and Insurance / General tabs.
• TIN and Payer ID addedto the Insurance / Service Line Details tab.

• Modified the logic for the Create button on the Collections page for the Guarantor Account Notes and Insurance / Account Notes sub-tabs to appropriately create and display notes for multi-select case scenarios.

General

• Updated the postal codes tables in Connect with most recent U.S. listings.
• Added rollover text to column headers on the Charge Batches page to display upon hovering mouse over them.
• Updated two adjustment and denial codes (Code 31, Code 59) with correct code descriptions.

Payers & Plans

• Updated the checkbox verbiage on the Plan / Claims tab and the resulting error message to: Plan requires referrals for all types of service.

Payment Batches

• Replaced the Print button with two buttons: Print Detail and Print Summary on the Payment Batch: [ID] / Payment Batch Information tab. This facilitates printing both the Payment Batch Detail and Payment Batch Summary reports from the Payment Batch.
• Added new Apply changes to all line items checkbox to the Payment Batch / Payment Batch Information tab to allow a change to the Accounting Date to be applied to all non-submitted payments in the batch simultaneously.
• Updated the Accounting Date field logic to allow date for Payment Batches up to 14 days in the future.
• Fixed issue preventing Code RC-59 from appearing in the code selection list.

Reports

• Added new reports to Connect Back Office and Portal:
• Denial Code Configuration Detail
• Eligibility Response Report
• Guarantor Collections Queue Detail
• Insurance Collections Queue Detail

• Added new fields (columns) to the following report outputs:
• Insurance Payment Denial: Case ID, Case Status, Claim Frequency, Claim Submitted Date, Payment
• Payment Analysis Detail: Facility

• Added new search parameters to the following reports:

NOTE: In order to avoid unwanted errors following the deployment of a report with new filter/search parameters, it is necessary to resave any templated/saved reports you may have previously created for the report. Remember to also reschedule these resaved (new) reports. (This is only necessary for the below reports with newly added search parameters in this release.)

• Anesthesia Case Utilization – Anesthesia Case Utilization – Case Output: Limit Worked Minutes to Start Stop Time Range
• Case Analysis Detail: Room Numbers
• Case Mix Trend Summary: Type of Service added to the Group By filter options
• Insurance Payment Denial: Denial Groups

Made additional modifications to the following reports:

• Removed the Procedure field from the Insurance Payment Denial report, replacing it with 2 new fields: ASA, CPT.

• Insurance Payment Denial: Added the rendering provider’s suffix information after the Last Name in the Rendering Provider field.
• Insurance Collection Actions Detail report: Added the patient's suffix information after the Last Name in the Patient column field.

Names to display as:

• • [Last Name][Suffix], [First Name][Middle Name]

• Fixed issue causing Remark Code to not populate on the Payment Analysis Detail report.

• ​​​​​​​Reverted Group By field on the Practice Performance Summary (DOS) report to display the data as Month-Year, e.g., Jan-23, when the report is grouped by Month.

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 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!

• • 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