Release Notes

Back Office

Accounts

4609

Configured Connect to automatically place an account on statement hold when the account is sent to Guarantor Collections.

• If the account is on a Payment Plan, the statement hold is not initiated.

Once the account reaches a $0 balance, the statement hold is automatically removed.

13017

Added Spellcheck functionality to Account / Notes tab when creating a new note.

13084

Added Ext Pending Deny button the Account / Active AR page to deny a service line item pending in external collections.

13287, 13292

Added new Create button to the Accounts page to initiate the Create Accounts process.

Charge Batches

13025

Added View Case button to Charge Batches / Case Holds tab.

13027

Revised Case Hold Notes functionality:

• More than one note can be logged.
• Note details will include time stamp and user that created the note.

Charge Entry

12791

Added [ALT + 4] hotkey navigation to the Case / Case & Claim Holds tab. Fixed shortcut numbering/navigation for all tabs on the Case page.

13041

Modified Accident data entry on a case:

• If Case Involves Accident field is selected, the Accident Date will be required.
• The Accident Date & Time field changed to Accident Date.

Claim Holds

13072

Modified logic to allow only Practice to be selected for a claim hold in order to place claims for all payers under a practice on hold. Payer field no longer required.

Claims

13035

Modified the Status field display on the Claims / Claims Status tab to be able to fully access and view the response.

Codes

13376, 13377, 13378

Added 2020 Q3 code updates:

• Claim Status Codes
• Remittance Advice Remark Codes
• Taxonomies

Collections Admin

12814

Collection Letters Admin functionality moved under and now accessible via a tab on the Collections Admin page.

EDC

12169

Updated the Connect 3 EDC’s logic to populate provider type of ‘Resident’ in the Directing time slot.

13046

Added Payer – Plan display to utilize when mapping payers in an EDC in order to facilitate selecting the correct plan.

13255

Added logic to populate all data from the EDC to a newly created person record when creating a case.

13285

Added logic to check for differing field values when creating a case from an EDC file. If the values differ, a window will display the differences for review and confirmation. Data being checked includes:

• Address Line 1, Address Line 2
• City, State, Zip Code
• Email
• Evening Phone, Daytime Phone

EMC

12851

To accommodate work comp carriers requiring the subscriber’s SSN be sent on electronic claims:

• Added clearinghouse claims option to the 2010BA REF*SY segment: Yes or No.
• Added logic to ANSI 5010 base to create and populate this segment with the subscriber’s SSN.

13119

Modified EMC-base class to require and send the Admit Date when the Place of Service is 61 – Comprehensive Inpatient Rehabilitation Facility.

Fee Schedules

13198

Added free text filters to the top of the Anesthesia Procedures and General Procedures tab of the Fee Schedules page.

General

10601

Updated Connect Help to launch as external browser window outside the application.

13236

Added Clear Image Cache options to the Help menu.

13365

Added user notification when encountering an error during import of pages in a PDF file.

Payers & Plans

12548, 13042

Modified ‘Clone Plan’ functionality to allow the Payer to be changed, effectively moving a cloned plan from one payer to another.

Allow a Plan’s Payer field to be updated if the plan is not being used elsewhere.

Pre-Collections

13106

Added prompt to the Create Start File window to designate the Number of Returned Results.

Preferences

13267

Changed alert notification selection for cases from >65 years old to >70 years old.

Providers

12836, 13185

Added Send to AQI checkbox to Provider page to designate if the Provider should be included in the file provided to AQI. By default, the field is selected for all Providers.

13303

NPI field on Provider: [name] page changed to a required field.

Refunds

3611

Added ability to select and post/deny multiple refunds in a single transaction.

Back Office & Portal

Reports

12732

Developed new Charge Payment Posting Summary report.

13026

Added Include Reversals option to the Case Analysis Detail report filters.

13048

Changed the Notes column to Most Recent Note column in the Case Hold Detail report.

Back Office

Accounts

12644

Fixed issue where accounts had notes appear on them that were generated by Administrator, System for other accounts.

13051

Modified functionality to:

• Limit and validate Account Notes to not exceed 1000 character limit.
• Default Note Type set to Account.

Charge Entry

13203

Resolved issue causing system to freeze when in the:

• Case / Procedures & Provider Time tab
• Fee Schedule / General Procedures tab

Codes

12696

Removed expired CPT codes which were still available for selection during case creation.

Collection Letters

11767

Fixed issue causing a Practice’s Physical Address Line 2 to print in the Remittance Address Line 2 of collection letters.

Collections Admin

13090

Fixed issue where collection actions deactivated in Collections Admin were still available for selection when creating an Action in Collections.

Concurrency Schemes

13297

Fixed issue generating an error message when saving a Concurrency Scheme.

Credit Balances

13124

Fixed issue generating an error message when conducting a search on service lines.

Denial Management

12391

Fixed issue preventing the audit trail from being updated with the information of who created and/or modified a denial code.

EDIs

12541

Modified logic to prevent EDI generation when there are more than 10 attachments on a claim.

ERAs

12961

Fixed issue causing 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 Collection Agencies

13062

Fixed search functionality in the State field to enter search criteria and get proper results.

External Collections

12857

Fixed issue causing the server to time out during export of large external collection files.

Image Batches

12839, 12872

Fixed issue generating an error message when importing a PDF from Scan Batches.

13060, 13093

Resolved issue causing imported images to be missing or display distorted.

Payers & Plans

13140

Fixed issue generating a database issue when deleting a payer.

13272

Resolved issue causing an error when cloning a Payer.

Payment Batches

11929

Fixed issue generating an error message when updating and saving a posted guarantor or external collection payment.

13073

Fixed issue preventing successful printing of remit with attached pages.

Practices

12158

Fixed the Practice/Miscellaneous/Action field dropdown under the Force service to internal collections if expected does not match allowed checkbox to only include actions assigned to the practice for selection.

Quality

13044

Fixed issue that was preventing an Outcome with a modifier to be cleared from an Outcome Group when de-selected.

Reports

12383

Fixed issue preventing all practice data to display upon selecting multiple practices for the AR Aging Analysis Detail report.

Statements

12760

Fixed issue causing statements for accounts in External Collections to generate too early.