Release Notes

Back Office

Claims

5501

To add and track the charge received date, a Charge Received field was added to the following pages:

• Charge Batch > Charge Batch Information tab
• Coding page
• Case > General Case Information tab
• Image Batches > Create > New Image Batch window

Code Updates

8718

Added 2017 ICD-10 code updates. (Edits, Short/Long Descriptions)

8738

Added 2016 Q4 code updates. (HCPCS, CPT HCPCS, CCI v22.3)

Image Batches

8564

Added filter options to only return batches without associations:

• Manage > Charge Batches > Search > Only include batches with unaffiliated image sets checkbox
• Manage > Image Batches > Search > Only include batches not associated with charge batches checkbox
• Manage > Image Batches > Payment Batches > Search > Only include batches not associated with payment batches

Image Viewer

1314

Added ability to attach images to guarantor account and to SVCFEs and PYMTs that do not contain image batches/sets.

The View Attachment button was added to the following pages:

• Account > General tab
• Account > Patient List tab
• Practice > Fee Schedules tab
• Providers page

Insurance Collections

2260

Format and method of adding Assignment Rules to the Insurance Collections tab for a practice has been modified to include Add/Update buttons to configure the Add/Update Assignment Rules window with the rule’s details.

The ability to set an alpha range for the patient last name was added to the Assignment Rules table the Payer / Plan role type.

Payment Batches

6632

Added Facility field to the Distribution page for insurance payments.

Plans

7564

Added Use labor DOS From for C-Section procedure checkbox to the Plan > Anesthesia tab to select if the insurance plan requires the labor and C-Section procedure codes to have the same date of service.

Procedure Codes

1843

Added Procedure Codes and Pseudo Code Mappings to the Home page and Manage menu to allow creation of procedure codes and map those codes to system codes.

8610

Pseudo codes can be utilized in the Coding form.

Reports

8480

The Include Zero Balance filter was added to the Charge Analysis Detail report. The option defaults to selected.

8659, 8763

New fields, External Case Number and Charge Received Date, added to the Charge Analysis Detail report.

8481

Added the following fields to the Practice Performance Summary (DOS) report:

• Base Units
• Time Units
• Physical Status Units
• Work RVU

Statement Override Messages

7295

Updated a number of button names and hotkeys on back office pages to ensure consistency across the application, including:

Reportal

Reports

8563

Added new standard report in Reportal: AR Aging Detail by Date of Service.

8586

Added new standard report in Reportal: AR Aging Summary by Facility

Cases     

4572

When creating insurance for a patient on a case, the Create Insurance window automatically expands to accommodate longer subscriber names; a limit was applied to this window expansion.

8394

Fixed issue causing claim submission to fail when there is a secondary insurance with a subscriber of Some Other Person and a lengthy name/address.

Charge Batches

4366

Fixed issue causing charge batch preferences set up in Admin to not hold between logins.

5768

Fixed issue allowing the coding form procedure information to be saved without entering the diagnosis code.

7468

Fixed issue generating “unknown attribute ‘subscriber_type_id’ for CasesPersonInsurance” when saving a case.

7535

Fixed issue allowing users to create and save new insurance on an account multiple times, creating duplicate entries.

8290

Fixed issue resulting in error message when coding. Users are forced to enter valid date of service.

Collection Letters

4272

Fixed issue preventing collection letters longer than one page from printing more than the first page.

8536

Fixed issue causing error message when creating, print previewing, and then saving a collection letter.

Credit Balances

8462

Fixed issue preventing search by date of service option from working on the Credit Balances / Services Lines tab.

External Collections

1755

Fixed issue preventing accounts from falling into collections if the Payment Minimum or Percent Minimum is set to 0 in Admin.

Financial Classes

8471

Fixed cursor focus issue when adding a new financial class and clicking Save & Add Next; the cursor is now focused on the Name field after clicking the button.

General

8486

Fixed issue causing list of available tabs on a page to appear on the left side of page when clicking the Show List icon; the list now appears on the right side of the form, right under the icon.

Paper Claims

7828

Fixed issue generating an error and preventing user from printing paper claims.

Payers & Plans

8417

Fixed GUI issue with an updated Clone Plan window name.

Payment Batches

2346

Fixed issue causing the Image Set and View options to be available from a Payment Batch, even if there is no image set attached to the check.

• The Image Set and View options available when View Transaction performed on posted Suspense or Misc Income transaction.

7835

Fixed issue causing error to generate when user tried saving a payment batch after posting it.

7953

Fixed issue resulting in payment batches printed with incorrect date.

8292

Fixed issue causing Connect to freeze during search for guarantor in payment batch.

Providers

8493

Fixed issue causing errors to generate when importing a CSV or Excel file via the Provider Import tool.

Rebills

8482

Fixed issue causing error message to generate when submitting a Rebill 2 for any case with the excise tax.

Refunds

8468

Fixed issue preventing Print window from opening after clicking Print on the Refunds page.

8469

Fixed issue generating an error message when the Roll up multiple transactions to same payee on one check option is selected in the Print window for a refund.

Reports

2695

Fixed the issue causing the value in the Days Production in AR in the Previous YTD column to be reported incorrectly when the current or previous year is a leap year.

4143

Fixed issue causing the Insurance Follow Up report to only display the CRNA when there are split claims.

Small Balance Write-off

7767

Fixed issue preventing users with Update rights to Small Balance Write-off from accessing the functionality if the practice does not allow small balance write-off in Miscellaneous.

Reportal

Reports

2945, 3950

Fixed the issue causing a search on the entry End Date or posted End Date fields of the Suspense Analysis and Payment Summary ad hoc reports to return no results.

8477

Fixed issue causing Begin Date to not appear in the STD Financial Activity Summary report.

4036

Fixed issue preventing the Provider Time Analysis ad hoc report from filtering on date of service properly.