A/R by Expected Amount (Interactive Aging)

New Enrollments Dashboard

The entire Enrollment process can be handled within the System.

Learn More: Enrollments Overview

 Charge Management Tag Assignment

• A Tags field was added to the Add/Modify Charge Management Rule screen.

• When a Tag is assigned to a Charge Management Rule, and the Charge meets the Rule's criteria, the Tag will be auto-assigned to the Encounter.
  

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• On the Add/Modify Tags screen, a Worklist can be assigned and a Charge Management Rule can be attached to the Tag.
  

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• A Tags field was added to the Worklist.
  

• Learn more: Charge Management Tags
  

• Example:

• Total By: Task Age                                                           

• Sub-Total By: Worklist Type

• Type: All vs Encounter

Auto Dunning Reset for Manual Posting

When manually posting a Patient Payment where Auto Post is not used, the “Reset the Dunning Count for the below Encounters to” will be set automatically based on the Dunning Reset chosen on the Statement Profile or the Add/Modify Guarantor screen.

• Minus One

• Zero

Added Reorder link to the Diagnosis Codes on the Add/Modify Charge Screen

A Reorder/Delete link has been added to the Diagnosis panel on the Add/Modify Charge screen. This makes it easier to quickly reorder the Diagnosis Codes in the order of medical necessity. Learn More: Reorder Diagnosis Codes.

Learn More: Added Reorder link

Improved Statements History

On the Encounter Dashboard, the Dunning/Statement Count button has been changed to Statement History which displays the Encounter Statement History. This makes it easier to see if an Encounter was included in a Statement Batch, and the reason it was not sent with the batch. The Dunning Count can still be changed using the Change Dunning Count button.

On the Guarantor Dashboard, two new columns have been added: Manually Removed and Not Batched with a hover-over displaying the reason.

Security Options for Reports that may contain PHI

• Reports that may contain PHI will have an icon.

• Reports > Report History: Will show if the reports contained PHI.

Admin > Security Roles > Login Security

The following settings are not activated by default.

• “Require MFA Login to Access PHI Reports”

• Multi-Factor Authentication must also be chosen for the User in User Maintenance.

• “Require Password to access PHI Reports”

Patient Access by User/Resource

This feature is most commonly used when providers are directly using the System Calendar.  If the Users are restricted from seeing the schedule of certain Providers, they can be further restricted to only seeing their "Assigned Patients" during Patient lookup.

Learn More: Patient by User/Resource

Invoice Improvements

Invoice ID added to the Encounter Dashboard

Statement/Invoice History on the Employer Dashboard

• Added 2 filters for Invoice Status and Invoice Number.

Interactive Aging

• Added a new Total by option in IA to see aging by Employer.

Custom Date Span Option added on Reports

This new Report feature adds flexibility to the Date Span selections to allow users to customize the number of days, weeks, months, quarters, and years.

Nuggets

Reorder the Saved Report Filters

The Saved Filters can be rearranged using drag and drop.

Use POS from CPT to Default on Claim

If the Place of Service (POS) is added to the Procedure Code in the Procedure Code Library, it will populate when the line item is entered on the Charge.

• This overrides the POS on the Claim Level.

• If all of the Line Items have the same POS, but the Claim Level POS is different, the claim level will automatically update to the Line Level POS upon saving the Charge.

Ability to Merge Employers

The Ability to Merge Employers/Attorneys has been added to the Admin screen.

Admin > Merger Employers/Attorneys. Learn More: Merge Employers

Added a Print Icon for Scanned Images

A print icon has been added for scanned images.

The Print HCFA Pop-up Logic Improved

Logic has been added to make the process of printing a Secondary/Tertiary Claim and the Primary EOB more intuitive.

• The Print Claim For dropdown will now default to the Policy that has a balance.

• The Include EOB option will only be available if the Secondary/Tertiary is selected for the Print Claim For field.
  

Added Number of Receipts on Patient & Encounter Dashboards

The number of existing Receipts has been added in brackets to the Receipts link on the Patient & Encounter Dashboards. When the link is selected, it also includes Receipts that are in Escrow.