Release Notes

Back Office

Accounts

16110, 16423

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

Case Error Check

13178

Added Case Error Rules permissions to designate if users have rights to View and/or Update error rules.

13452, 13455, 16298

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.

16322

New rules added to Case Error Check:

Cases

16334

Updated the Eligibility Status of the case on the Case / Patient, Guarantor & Insurance tab to display three possible statuses: Active, Inactive, or Rejected.

Charge Batches

11596

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

13453, 16092,

Modified the Charge Batch / Charge Batch Error Check tab:

·         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

15830

Added ability to bulk submit charge batches from the Charge Batches page.

15852, 16447

Added Hold Case button to the Charge Batch / Charge Batch Information page.

Removed the Import button.

16058

Added Review Eligibility button to the Charge Batch [ID] page. When clicked, opens the Charge Batches / Eligibility tab, filtered on the selected Charge Batch.

16114

Added Provider Group to the Search window of the following Charge Batches page tabs:

• Batches
• Cases
• Case Holds
• Eligibility

16117, 16367

Added new button to create cases from an imported EDC for cases with no missing information or discrepancies:

Create bulk Cases added to the Charge Batch [ID] / EDC Files tab

16122, 16313, 16397

Added new column (EDC) and new EDC count to the bottom of the Charge Batches / Batches 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 Charge Batches / Batches 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.

16123

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 to another (must be the same for all) charge batch
• Display selected case count at bottom of tab

16327, 16328

Added Hold Case button to the Charge Batch / Charge Batch Error Check tab.

Claim Holds

13643, 16386, 16559

Added new fields to the Claim Holds page: Provider and Facility.

Added new selection options during creation/updating of claim hold records: Provider and Facility.

Code Updates

15793

Completed the following code updates:

• CCI Edits

16498, 16499, 16500, 16501

Added 2023 Q2 code updates:

• Claim Adjustment Reason Codes
• Claim Status Codes
• Denial Codes
• Remittance Advice Remark Codes
• Taxonomy Codes

Collections

16037, 16359

New fields added to the Collections page:

• DOB added to the primary table on the Guarantor tab.
• TIN and Payer ID added to the Insurance / Service Line Details tab.
• Last Payment Type and Payment Plan added to the Guarantor / General and Insurance / General tabs.

16039, 16351, 16427

Added Type column to the Case / Notes 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.

16251

Added Address 2 information to the General sub-tab of the Collections / Guarantor and Collections / Insurance tabs.

General

16035

Updated the postal codes tables in Connect with most recent U.S. listings.

16314

Added rollover text to column headers on the Charge Batches page to display upon hovering mouse over them.

Payers & Plans

16190

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

14974

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.

15712

Updated the Accounting Date field logic to allow date for Payment Batches up to 14 days in the future.

15815, 15817

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.

Reports

12739

Added the Limit Worked Minutes to Start Stop Time Range option to the search parameters for the Anesthesia Case Utilization - Case Output report.

15168

Added new Type of Service option to the Group By filter of the Case Mix Trend Summary report.

15821

Updated the Insurance Payment Denial report:

• Added the rendering provider’s suffix information after the Last Name in the Rendering Provider field. Name to display as: [Last Name][Suffix], [First Name][Middle Name]
• Added new fields: Case ID, Case Status, Claim Frequency, Claim Submitted Date, Payment
• Removed the Procedure field and replaced it with 2 new fields: ASA, CPT
• Added new search parameter filter: Denial Groups

15823

Added the patient’s suffix information after the Last Name in the Patient column of the Insurance Collection Actions Detail report.  Name to display as: [Last Name][Suffix], [First Name][Middle Name]

16024

Created new report: Denial Code Configuration Detail.

16115

Created new report: Insurance Collections Queue Detail.

16116

Created new report: Guarantor Collections Queue Detail.

16152

Updated Payment Analysis Detail report:

• Added Facility field to the report output.

16198

Created new report: Eligibility Response Report.

16259

Added Room Numbers search filter to the Case Analysis Detail report.

16335

Added new Case Error Rules option to the Topic filter of the Audit Trail report.

16585

Updated the Group By search parameters of the Practice Performance Summary report:

• Changed Month to DOS Month

Back Office

Cases

16638

Modified the logic to refresh the charge batches table upon clicking OK on Submit action.

16639

Fixed logic so the Last Error Check Date information populates correctly when the Submit button is clicked.

16641, 16654, 16659

Improved system performance when submitting cases.

Case Error Check

16602

Resolved issue causing the Plan Requires Pre-Authorization rule to check all insurances, not just the active / selected ones on the case.

16604

Fixed issue causing errors if concurrency check is set as a warning.

Charge Batches

16603

Fixed issue causing the charge batch Preview Submission report to not display diagnosis codes and anesthesia time correctly.

16609

Fixed issue causing Connect to timeout due to slowness when opening charge batches.

EDCs

16605

Fixed issue generating an internal database error message when trying to commit EDC data.

General

16465, 16488

Updated two adjustment and denial codes (Code 31, Code 59) with correct code descriptions.

Payment Batches

16263, 16487

Fixed issue preventing Code RC-59 from appearing in the code selection list.

Reports

15860

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

16234

Fixed the items returning incorrect values in the Charge Analysis Summary report:

• Case Count
• Case Amounts
• Contractual Writeoff
• Balance
• Base Units
• Time Units
• Physical Status

16430

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.

Rooms

16612

Fixed issue causing Room numbers being added to facilities to not be retained and carried over for selection when creating cases.