Release Notes v4.11

Convert "CPT" to "Procedure"

All "CPT" labels in the System have been converted to "Procedure". This change only affects the display labels and does not alter underlying data or workflows.

Collections Management

Pre-Collections / Collections

The new Collections Management module can be activated in this release and will replace the current Pre-Collections/Collections workflow in Release 4.12.

Use Collections Management to work all of your Pre-Collections and Collections accounts in one place. Easily filter, organize, and move Encounters through Collections without navigating between multiple screens.  

Learn More: Collections Management

Appointment Forms

Forms

Forms can now be associated with specific Appointments, giving Users visibility into signed, unsigned, and expired Forms directly from the Patient Appointment Screen and the Patient Dashboard.

Learn More: Forms Overview

Auto Select New Product

Fee/RVU Management

Configure Fee Schedules to automatically select new Products when the specific Plan is selected, or when all Plans are selected.

Learn More: Fee/RVU Management

Insurance Management Improvements

Insurance Management

Insurance Management was updated to improve clarity, navigation, and access to key actions like editing and history. These updates make it easier to identify profiles, understand policy details, and manage insurance information more efficiently.

Learn More: Insurance Management

Deactivate Reminder Delivery

Appointment Reminders

A User can now deactivate a Reminder/Recall Delivery message to stop the use of the message, saving them for future use without deleting them.

Learn More: Deactivate Appointment/Recall Reminders

Procedure Code to Units Relationship for Authorizations

Cases / Authorizations

Authorizations now support tracking authorized Units per Procedure Code, giving you greater control over how Unit limits are managed and enforced.

Learn More: Add a Procedure to a Case

Archive Patient Documents

Patient Documents

Adds a link to "Archive" patient documents and an Include Archived Documents checkbox to the Patient Documents Panel. By selecting the "Archive" link, documents are moved to the Patient's archive, better organizing relevant Patient documents.

Learn More: Patient Documents Panel/Scanning

Improved Payment Plans

Payment Plans

Payment Plans now include Encounter selection during plan creation, easier payment method management, improved handling of declined payments, scheduled payment editing, clearer plan history, and additional safeguards to help prevent payment interruptions from expired cards or failed payment methods.

Learn More: Payment Plans

Payment Plan Notifications

Payment Plans / Notifications

Payment Plan Notifications can be sent to Patients to inform them of upcoming, successful, and failed Payment Plan Payments. Use the system-delivered Payment Plan Templates or create your own.

Learn More: Payment Plan Notifications

Receipt History Improvements

Receipt History

Enhanced Receipt History with customizable columns, expanded filtering options, and improved visibility into receipt details. These updates make it easier to find, review, and understand receipt activity without leaving the page.

Learn More: Receipt History

Mid-Release Updates

Recent Patients Report

Admin / Reports

The Recent Patients Report displays a list of Patient records that have been accessed within the System. This report can be used for auditing and HIPAA compliance.

Learn More: Recent Patients Report

Attach/Resolve Tags from Encounter by Status

Tags

Tags can now be attached to and resolved from Encounters en masse from the Encounters by Status list using the Attach/Resolve Tags button.

Learn More: Work Tags Using the Encounters by Status List

Balance Filters on the Patient Dashboard

Tags

Balance Filters were added to the Patient Dashboard when the Balance panel is expanded to see balances for specific Billing/Rendering Providers, Facilities, and Insurances.

Learn More: Balance Filters on the Patient Dashboard

Schema Changes