Ei Workflow V19.5 Release Notes
What's new and what's fixed in January 2025
Performance
Worklist View
MedEvolve has made performance improvements within the worklist view for all modules.
We enhanced the overall performance of selecting claims or appointments within the
worklist view grid, loading tabs and clicking tab to tab as well when working Insurance AR
claims.
Claim/Appointment Selection within All Modules
When selecting a claim or appointment within the current worklist view grid we are now
loading the action tab details within a timely manner. This is applicable to Insurance AR,
Patient AR, Financial Clearance, Insurance Overpayments, and Patient Overpayments.
Loading Tabs within All Modules
When users are clicking tab to tab, we are now loading the data quicker to allow users to
work more efficiently and navigate throughout the tabs timelier. This is applicable to
Insurance AR, Patient AR, Financial Clearance, Insurance Overpayments, and Patient
Overpayments.
Working Claims within Insurance AR
Working Insurance AR claims within the action tab now saves the users notes when
selecting Next or Apply to All in a more appropriate timeframe to ensure Insurance AR
users can navigate to the next claim within their worklist faster.
Enhancements
Running Totals by Client
Admins, Managers and Team Leaders can now view the Running Totals by Client within
each module summaries by selecting the Running Totals by Client tile.


Additionally, representatives can view their Running Totals by Client within the
representative home page summary Grid. When users are working claims or
appointments for more than one client, all client running totals will be listed separately
within the grid to depict the totals for each.
Improvements
- Corrected an issue that caused an error when searching for patients without any search criteria. We now display a validation notifying the user they must enter search criteria.
- Now displaying all clearance checks configured on the Financial Clearance worklist
- Now allowing the balance, cash opp and previous touches min/max values to be removed within the Insurance AR worklist configuration
- Resolved an issue that was preventing some clients from viewing the Insurance
- Overpayments redistribution details
- Appointment Memos are now displayed when viewing appointments from the Financial Clearance worklist view
- Fixed an issue that was causing an error to occur when navigating to patient claims when all patient claims had a zero balance
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