Enhancements
Auto-Balance Write-Off
- Added Insurance Plan as a filter option. After making the insurance category selection, users can then select the applicable insurance plans to filter transaction results.
- Added Write Off Amount Column to allow users to hand key an amount if they do not prefer to write off the full transaction balance
- Added a Denial/Adjustment Code filter to filter transactions by denial or adjustment codes. We have also added the Denial/Adjustment Code column to both transaction grids.
- Now creating a visit memo when a transaction is written off using the autobalance write-off application
Tables
Referring Physicians
Users can now inactivate Referring Physicians by selecting the Remove button. This prevents users from selecting the referring physician that was inactivated from any new visits, cases, managed visits, account information, and the demographic & posting inbound queues. Referring Physicians can be restored at any time by selecting the Restore button to reactivate them for selection.
Improvements
Audit Log
- Now accurately reflecting the user that removed appointment series & templates, Blocking & Blocking Series as well as Template Series from the scheduler within the audit log
Patient Messaging
- Now allowing alpha-numeric ClientIDs to retrieve message responses
Patient Transaction Management
- Select All right click menu option is now selecting what is in view within the transaction details and transactions selected grids if users select all when filters are applied. Previously we were selecting all transactions that were not in view when utilizing the patient transaction management applications: refund processing, auto-balance write-off, and allocate transaction credit balances.
Posting
- Resolved a refresh issue in Line Posting in which insurances added to the visit detail were not being retained when selected within the Tran Code field on the insurance payment details
- Updated the column widths for the description & amount headers within Line Posting COB information can now be entered without opening a control
- Now updating Bill Status to Bill upon closing control when insurance payments and adjustments are received if account billing is set to Never Send Statement
- Now marking ERAs as processed when processed from View ERA Details or when manually marking ERAs as processed
- Fixed an issue within Control Totals that was causing an erroneous validation for invalid diagnosis pointers
- Now accurately populating patient insurances when making updates to insurances within Control Totals
- Added logging to provide more information when there are failures posting InstaMed payments
Scheduler
- Users can now update the Template Series end date through the right click menu option
Visit Detail
- Corrected a filter that was being applied to the Bill To selection dropdown that prevented users from seeing the Responsible Party when not the patient
Visit Memos
- A visit memo is now created when users update visit insurances within visit detail