Charge Management (CM) just got even better! One of our most requested features is here—automated Claim modifications! 🎉

🔹 New Actions Panel: Easily set up automation for Encounter and Claim edits.
🔹 Example: Need the Rendering Provider in Loop 2420A? The new Charge Management Actions feature can handle it!

With this upgrade, you can streamline workflows and take control of your Claim edits—faster and easier than ever!

Learn More: Charge Management Actions; Charge Management Action Examples

Automatically Apply Interest

Boost productivity with our latest enhancement—automatic Interest posting on ERAs! No more manual adjustments—just seamless, efficient processing.

🔹 If Interest is reported at the Encounter level, it posts directly to the Encounter shown on the EOB.
🔹 If not, you can choose to auto-post:
    ✅ To the first line of the first Encounter on the Remit.
    ✅ To a designated "slush" account.

With this update, managing Interest on ERAs is smarter, faster, and easier than ever!

Learn More: Auto-Apply Interest on ERAs

Auto-Post ERA Takebacks

We’re making ERA Takebacks more efficient than ever! Now, when certain conditions are met, Takebacks will auto-post—saving you time and reducing manual work. Here’s how it works:

✅ The Takeback appears in the body of the Remit
✅ The same Insurance is involved, even if the Insurance Profile has changed
✅ The Procedure Code, CARC, and Amount match the previously posted Payment

With these smart automation rules, you can keep your workflow smooth and hassle-free! Less manual work, more efficiency!

Learn More: Auto-Post ERA Refunds/Takebacks

Automatically Refund in Credit Management

Say goodbye to manual refund posting and hello to efficiency! With this new feature, you can process Patient, Insurance, and Invoice Refunds all at once—saving time and simplifying your workflow. Plus, once refunds are auto-posted, a Print Checks list is automatically generated, making it easy to print refund checks in just a few clicks.

Learn More: Post Multiple Refunds; Print Refund Checks

Recall Reminders

Keeping patients on track with their care just got easier! Automate Recall Reminders using Patient Outreach to ensure timely follow-ups—no manual effort needed! 🎯

✅ Save time with automated reminders
✅ Keep patients engaged with proactive communication
✅ Reduce no-shows and improve scheduling efficiency

With this feature, you can focus on care while the system handles the reminders for you! Smarter automation, better patient retention!

Learn More: Automate Recall Reminders