What’s New?
Admin Functions
Configurations
Insurance AR Configurations
- Last status is now an option to filter Insurance AR Configurations
- Ambulance billing companies can now filter Insurance AR configurations by Profit Center, Priority Status and Ordering Facility
Patient AR Configurations
- Patient AR Configuration can now be based on multiple date types rather than just a single date type
Pre-Claims Configurations
- Ambulance billing companies can now filter Pre-Claims configurations by Profit Center, Priority Status and Ordering Facility
Reports
- Pre-Claims and Financial clearance user productivity reports now reflect number of cleared checks as “Cleared” rather than “Touches”
Other User Functions
Patient View Documents
Added a column to denote the context of the attachment. We now display if the document is from the claim or specific to the patient.
Tasks
- Total number of unread tasks is now displayed within the summary grids
- When PM Integration flag is set to true and Responsible is set to Practice Management, a Task Group is now required to save the task
- Users can now add a patient and/or visit to a task created outside of a worklist. A client must be selected for the patient list to populate upon task creation.
After the patient is selected, the visits will then populate for the user to select if applicable.
What’s Fixed?
- Fixed an issue within new task creation where the PM/WF toggle was not visible until after saving the task
- RCD role can now view any Pre-Claims worklist even if not assigned to that user
- Admins no longer get an error when attempting to disable a client within Client Configuration
- Now showing the history for clearance checks within Financial Clearance and Pre- Claims Configurations
- We now display all statements for an account even if the account is not the responsible party
- Voided check actions for Financial Clearance and Pre-Claims are now being filtered out properly from the user productivity reports
- Resolved indexing that was causing slowness in Pre-Claims Environments
- Bolded Practice Management label within Task Detail to better distinguish sections
- Corrected an issue were PDFs were being blocked, users can now view patient statements