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Ei Workflow V17.2 Release Notes

What's new and what's fixed in December 2023

Enhancements

Admin Functions

  • Sys Admins/Admins can now update all users work phone numbers within user settings

All User functions

Call Queueing

  • Now including suspended claims when navigating to patient claims from the incoming call popup
  • Call button is now disabled after a call is initiated from the IAR > Action tab to prevent users from placing multiple calls to the same payer erroneously
  • Now passing all patient attributes for phone tree automation
  • Now presenting a red toast notification when a call is dropped

RCM Workflow v17.2 Release Notes - IMG 1

Patient Claims

  • Now displaying all patient IAR claims when navigating to patient claim from patient search or a task. No longer hiding $0 claims and claim in follow up when reps are attempting to view them.

Patient Search

  • Added the Financial Location as a filter option

Payment Posting

  • Allowed amount column has been added to the multiplex transaction entry form within manual Posting to assist in adjustment amount calculation

RCM Workflow v17.2 Release Notes - IMG 2

  • Now allowing users to manually enter the adjustment code from the Posting transaction grid when entering a COB
  • Now displaying the patient’s insurance ID when viewing the visit insurance within the ERA Detail View
  • Now providing a reason in the event a batch cannot be closed

RCM Workflow v17.2 Release Notes - IMG 3

  • OA23 now always defaults to not post (N) within ERA Details
  • User is automatically made owner of ERA if they select to update the Payer ID and it is not already owned by another user

User Settings/My Account

  • Users can link more than one set of PM credentials at a time now by selecting the Save & Add Another button

Improvements

  • Removed the Other Claims by this Payer grid from the IAR > Claim Info tab
  • Users are now taken to the patient claim within the payer sub list when viewed by selecting the Claim button within the Incoming Call Popup
  • Users can now navigate to patient claims within Other Claims by this Payer grid from the Incoming Call Popup
  • Now properly posting PR3 adjustments as COB
  • Undo Monthly Date and Undo After Days values are retained when creating a new clearance check when updating a Financial Clearance configuration
  • The correct payer is now displayed when launching the batch totals report from within the Payment Posting module Batches tab
  • Follow up date is defaulted to current date rather than last follow up date within the action tab for applicable modules
  • No longer throwing an EOB parsing error for certain ERAs
  • Batches grid refreshes when creating a new batch via single transaction entry form
  • Now considering the balance in open batches when processing PY transactions from the Payment Queue
  • Users can now enter a task due date with a 2 digit year without error when creating a new task
  • Resolved an error within the Payment Posting Batch Transaction grid
  • Fixed an error within the Posting tab transaction grid
  • Insurance AR configuration no longer errors when attempting to save a configuration tree selection if the selected parent node has no children
  • Resolved an issue in which the incoming call popup stopped working
  • Users can now delete Practice Credentials
  • Client is no longer unselected when saving a new IAR configuration