Release Notes

Back Office

Accounts

11589

Added logic to present message: “Would you also like to deny associated pending external collection adjustments?” to a user that changes the responsible party on a service line that contains a pending external collection adjustment.

Charge Entry

7360

Added logic to auto-populate the Type of Service field with value of 7 when an ASA code is entered on the Coding tab.

Collections

3905

The Manage / Collections / Guarantor tab enhanced to include new fields of information plus the ability for users to perform additional actions:

• Update Guarantor/Patient demographic info
• Generate Demand Statement
• Change Account Status
• Update Statement Processing
• Override Next Statement Date
• Flag Account as Returned Mail
• Create Account Notes

5580

The Manage / Collections / Insurance tab enhanced to include customized fields of information plus the ability for users to perform additional actions:

• Update Guarantor/Patient demographic info
• Generate Demand Statement
• Change Account Status
• Update Statement Processing
• Override Net Statement Date
• Flag Account as Returned Mail
• Create Account Notes
• View Attachments
• Rebill Claims

5535, 10987

Moved and modified the Guarantor Collections tab to the Collections Admin page to define enterprise-level rules and designate the practice(s) to which the rule applies.

Moved and modified the Insurance Collections tab to the Collections Admin page to define enterprise-level rules and designate to which practice(s) the rule applies.

• Added payment exceptions to collection generation rules.
• Added functionality to assign guarantor and insurance tasks to collector work groups.
• Added functionality to assign a default action at time of system task creation.

Collections Admin

2069, 10986, 11183, 11184, 11192, 11195

Collections Admin topic added to Admin section of Connect that consolidates all collections information and actions information into a single page location.

Tabs added to Collections Admin page include: Actions & Action Series, Collector Groups, Guarantor Collections, Insurance Collections, Denial Collections, Pre-Collections, External Collections.

New Collector Groups tab added to the Collections Admin page to support the creation and utilization of collector groups to distribute guarantor, insurance, and denial collection tasks.

New Denial Collections tab added to the Collections Admin page to support the creation of denial groups to assign denial codes. The Denial Collections tab includes two sub-tabs: Denial Groups and Denial Assignment.

Consolidated and simplified steps for Actions and Action Series creation at the enterprise level.

Insurance collections task assignments to be processed in the following order:

• Denial Group Assignments
• Insurance Task Assignments

EDC

11391

Updated logic so Residents sent in the case’s observing time slots of the EDC rather than the directed time slots.

External Collections

10983

Added ability to create a guarantor collection task when denying a pending external collection transaction.

11579

Added system logic to deny a pending external collection transaction if the service fee balance is reduced to zero after posting a guarantor or insurance payment.

Fee Schedules

9641

Audit tab added to the Fee Schedule page to review and monitor changes made to the fee schedule.

General

11994

Added access to new topics in Connect Help via F1 links in BASCONNECT^TM.

Practices

11876

The Action Type field name under Force service to internal collections if expected does not match allowed checkbox changed to Action. The drop down field now includes collection actions instead of insurance action types.

Preferences

5819

Added tab to File > Preferences page to set preferences for Manage > Collections page.

Reports

6084

Added the following fields to the Guarantor Collection Actions Detail and Insurance Collection Actions Detail reports:

• Original Balance
• Balance
• Payments

Roles

11193

Added new rights to Security > Roles to set permissions for updated Collections Admin functionality.

Back Office

Accounts

11387

Fixed account search functionality to retrieve all patients for all practices when searching by the patient’s Last/First Name.

11159

Fixed issue causing system to default Type of Service to 7 and read-only when entering any surgical or anesthesia CPT code that crosses to an ASA code.

Claims

11914

Fixed issue resulting in removal of the Submit Claim on Date information when submitting a case.

EDI

11385

Removed special characters from the Procedure Code Description field when generating EDI files to alleviate payer rejections.

Fee Schedules

11790

Fixed issue causing Recalculate Expected Fee Schedule functionality to not update the expected amount on a service line.

Reports

11782

Fixed issue causing Account Notes Detail report to display an incorrect created date.

Statements

11948

Fixed issue causing two windows to open when searching statement batches.