What’s New?
Admin Functions
Custom Financial Clearance Checks
MedEvolve has enhanced the Financial Clearance Module by allowing admins to create custom Financial Clearance Checks within the configuration. The previously existing clearance checks are still present, however, admins can now select which specific custom and system checks are displayed on each workflow configuration.
Admins can navigate to the Custom Check List option from Configuration > Financial Clearance > Custom Check Lists to add custom clearance checks that are displayed in the Clearance Check selection dropdown from the configuration page.
Once Admin navigates to the Custom Check List grid, admin can add a New Check List item to be displayed within the clearance check drop down when adding a clearance check.
Admins can then add specific questions to each checklist item by selecting the desired check list and then navigate to the Item selection grid to add specific check list items. There user will enter the description for the question and select a specific layout type from the dropdown.
Financial Clearance Configuration
From the Financial Clearance Configuration, admins can then add specific checks to each workflow by selecting the + on the grid.
System & custom clearance can be selected from the Check drop down. There admins have the option to assign the check and / or flag it as a required check.
Home Page
We are now breaking down the claims by worklist from the Worklist by Client on the Admin Home Page to easily distinguish where claims are ”sitting.” The worklist sub tab is present in Insurance AR, Patient AR and Insurance Overpayments. Financial Clearance and Patient Overpayments also display the claims by worklist but does not break down by financial location like the other modules.
Unprocessable Claims
Admins can now build worklists for claims flagged as Unprocessable by PM Claim rules by selecting the “Exclude Processable Claims” flag within the Insurance AR Worklist Configuration.
Configuration: Column Sorting
Admins can set Insurance AR configurations to allow users to sort columns on worklists at the user level. This gives users the ability to sort columns as desired when working claims.
Other User Functions
Financial Clearance
- Financial Clearance Action tab lay out has been reformatted to enhance the layout of the page.
- Prior Auth number can be entered from Prior Authorization Clearance Check
Unassigned Clearance Checks now appear as a black circle indicator, no longer red. Financial Clearance Workflow Action Notes are now visible from the PM as account memos Users can now “Complete for All” to clear specific clearance checks that apply to all of patient’s appointments within the same worklist. This feature is much like the “Apply to All” feature within the Insurance AR Modules Action Notes as appointments are selected/unselected from the Applicable Appointments form.
- No Authorization required flag has been added to the Prior Authorization Clearance Check to show that it has been reviewed
- Future appointments are now displayed within the Appointments clearance tab
Patient View
- Users can now make payments from the Billing tab in the Patient View
