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Ei Workflow V23.0 Release Notes

What's new and what's fixed in March 2026

Improvements

Insurance AR Worklist View

  • Refactored the Insurance AR worklist view for improved performance and to ensure the expected next claim is always loaded when selecting the Next button

  • Now loading the correct next claim when sorting or filtering is applied

  • Adjusting client or specialty filters no longer loads a blank page after adjustments are made

  • No longer presenting an error when the last claim is worked in a worklist

  • Working the last claim within a grid page now loads the next claim as expected

 

All Other Improvements

  • Claim notes are now stored in the correct time zone based on the end users location

  • Empty CPT categories are no longer displayed within the Insurance AR worklist configuration to prevent an error upon save

  • Patient Insurance can now be updated without error when the patient insurance does not have proper casing

  • Last Note data point has been added as an option within the User Productivity report field chooser to view the last note entered within Patient AR, Insurance & Patient Overpayments and Financial Clearance as this was already a parameter within the Insurance AR report

  • Made corrections to Patient AR redistribution to ensure it completes in a timely manner

  • Corrected an issue in which some clients received an error when refiling claims

  • Now notifying end users when the home page summary exports have started and when the download has completed