What’s New?
Admin Functions
Document Templates
Configuration
MedEvolve now allows Admins to create document templates to create documents from patient view and claims. Admins can create templates by navigating to Configuration > Document Templates.
From Document Templates, admins can select the + to add a new template. Templates can be client specific and formatted as needed by utilizing the toolbar options. Selecting the icon with three lines will display all templates that have been previously created for admins to edit templates.
The <#> icon allows admins to use variables that will populate the specific claim or patient information needed for documentation creation.
After templates have been created, admins can export them and also import templates that were previously exported from workflow.
Claim View
From the Insurance AR worklist view, Users can create documents from the Document and Links tab. By selecting “Create from Template” button, users can auto-populate documents within the workflow for selected clients.
After a document has been generated the document will then appear under the Workflow Documents section of the Documents tab within Patient View if “attach to patient” is selected upon creation. If “attach to claim” is selected upon creation, the document will be displayed within both the Patient View > Documents and from the Worklist Documents for that item within the applicable Insurance AR worklist.
Patient View
From the Patient View > Documents tab, Users can create documents from templates by selecting the “Create from Template” button. When documents are created from Patient View, those documents will reside only within the Patient View documents tab unlike claim documents.
Other Admin Functions
Distribution History
User assignment changes are now displayed within the Distribution History to give a more accurate picture of the item.
Patient AR Configurations
Admins can now configure Patient AR workflows based on the last Action
Task Statuses
Admins can add Task Statuses to allow users to select statuses other than “Open” and “Follow-Up” by navigating to Configuration > Tasks > Task Statuses and selecting the + to enable a task status.
User List
Added the ability to export the User List for easier review
Other User Functions
Eligibility
MedEvolve has expanded their eligibility vendor list to now include Waystar.
Financial Clearance Worklist
- Patient primary insurance ID has been added to the current worklist tab
- Reps can now access any financial clearance worklist to allow users to work checks that are not assigned to them
- Checks in the Action tab are now displayed in the order in which they were prioritized in the configuration
Patient View
- Now displaying $0.00 transactions within in patient view only to capture a complete history of accounts.
- Collections Incident History is now displayed on the Other tab to ensure users have a complete picture of accounts
Pre-Claims Worklist
- Reps can now access any Pre-Claims worklist to allow users to work checks that are not assigned to them
- Checks on the Action tab are now displayed in the order in which they were prioritized in the configuration
Tasks
- All users can now set statuses as predefined by admins to set statuses on tasks other than “Open” and “Follow Up”
Worklist View (all modules)
- Column positions are now always retained unless the app has been updated. If the grid has been updated in a build then the state will reset to prevent new columns from being hidden
What’s Fixed?
- ERA now renders the same for workflow as it does in the PM
- Financial Clearance and Pre-Claims now accurately loading the correct account when logged in as a representative, have a cleared item selected and then check “my responsibility only”
- Home page summary tabs are now showing as active text of white
- In-Collections flag is no longer presenting a false positive from Claims tab > Additional Visit Detail
- “No patient payment” flag no longer causes Patient AR redistribution to hang
- Insurance Overpayment distribution now successfully completes within a timely manner
- No longer allowing more than one character for middle initial within Patient View > Demographics
- Corrected a JavaScript error that was presented when loading a worklist page
- Documents created from a template and related to a claim are now being displayed for that worklist items
- Transactions are now editable when set to Visit-Level Billing
- Resolved a script error when attempting to create a workflow task from the PM
- Managed Visit grid no longer errors when the allowed visit count is blank
- No longer allowing more than one character in the middle initial field in Patient View Demographics