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About Connect Help

 What's New?

Training Videos

Welcome to Connect, a platform consisting of multiple applications used for managing elements related to medical billing.

The Help Documentation guides you through using Connect via topics which provide:

  • Page, window, and field definitions
  • Step-by-step guides for common system processes
  • Links to helpful training videos and support documentation
  • Access to current and past release notes


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

Please refer to Help topic Preferences: General Tab for additional detail on the new/updated preference functionality resulting from these changes. 


  • Added Last Insurance Payment and Last Guarantor Payment information 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


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


  • 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.


  • 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.


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


  • 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).


  • 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).


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

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


The latest Connect release is 21.45. Highlights of this release include the following:

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)


  • ​​​​​​​​​​​​​​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. 


  • 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.

titleLatest Training Tutorials

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.**


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This documentation contains copyright protected, confidential, and proprietary trade information of Cognizant and may not be copied, distributed, or disclosed without prior written permission. This documentation is subject to change without notice and does not represent any expressed or implied commitments by Cognizant. The software described in this documentation is furnished under a License Agreement and may be used or copied only in accordance with the terms and conditions of the agreement. 

Third Party company names and product names may be referenced in this documentation and may be claimed as trademarks by their respective companies; it is not the intention of Cognizant to claim any such names as its own. Throughout this documentation, trademarked names may be used. All person names and information in Connect Help documents are fictitious. Any resemblance to real persons, living or dead, is purely coincidental.  

©2006-2021 Cognizant. All Rights Reserved. Crosswalk materials are © 2020 American Society of Anesthesiologists. Relative Value Guide materials are © 2021 American Society of Anesthesiologists. Crosswalk and Relative Value Guide are registered trademarks of the American Society of Anesthesiologists.