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 2021.31. 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

• Modified the logic behind the ePreop and Admin reports to populate non-Anesthesia data fields with the information needed to successfully export and submit the reports.

• Fixed the Facility filter on the AQI Report to allow selection and presentation of the correct data in the report.

• Removed the hotkey functionality behind the Support menu. ALT+S will now be used exclusively throughout the application to save a record

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, 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.**

• 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)
• Back Office Reports
  • Balancing Connect Report Values
• Collections
  • Actions & Action Series
  • Collector Groups
  • Denial Collections
  • Insurance Collections
  • Guarantor Collections
• Portal Reports
  • Understanding Portal Dashboards
  • Balancing Portal Dashboard Values
• Report Permissions
  
  • Report Permissions
  • Configuring Report Permissions and Roles