Release Notes v4.9

Release Notes v4.9

Release Notes v4.9

Create New Site Admins in User Maintenance

(Admin > User Maintenance)

Site Admins can now create/deactivate Site Admins in User Maintenance.

Learn More: User Maintenance; Create a Site Admin in User Maintenance

Process Virtual Cards from the ERA File Dashboard

(Payments > ERA File Dashboard)

A Process Card button has been added to the ERA File Dashboard to facilitate the processing of Insurance Virtual Credit Card Payments.

Learn More: Process an Insurance Virtual Card Payment

Update Missing or Archived Statement Profiles En Masse

(Admin > Statement Profiles)

There is now additional visibility for Patients/Encounters that do not have a Statement Profile assigned with quick ways to assign Profiles en masse.

Post Against Multiple Invoices

(Payments > Post Payments)

If a Payment by an Employer or TPA was made for multiple Invoices, the Payment can now be posted for both Invoices at the same time.

Payer ID Added to Eligibility Response and History

A Payer ID filter and column was added to Eligibility History and the Eligibility History Report. A Payer ID was also added to the Eligibility Response.

Learn More: Eligibility Response and Verification; Eligibility History

Inactive Checkbox for DOD Validation Warning

(Patient Dashboard > Modify)

When a Patient is marked as deceased by entering the Date of Death (DOD), the option to make the Patient inactive will be presented in a Validation Warning upon saving the Modify Patient screen.

Learn More: Indicate a Patient is Deceased

Tag Column and Filter Added to the Denial Worklist

(Home Dashboard > Denial Worklist)

Tags have been added as a column to the Denial Worklist. Tags, Tag Attributes, and Resolved Tags have been added to the Denial Worklist as Filters.

Learn More: Denial Worklist Overview; Tags Overview

Charge Templates: Side Label Format

(Admin > Libraries > Charge Templates)

Charge Templates were updated to use a side label format and redesigned to appear more like the Charge Entry screen.

Learn More: Charge Templates

ERA List Tax ID Lookup using the Pay To/Billing Location

(Payments > All ERAs > ERA List > Filters)

The Tax ID Filter on the ERA List is now a lookup that uses the Tax ID from the Pay To/Billing Location Library.

Learn More: ERA List; Pay To/Billing Locations

Schedule Days Within/After Changed to an Integer Field

(Scheduling > Schedule Rules)

In Scheduling Rules, Schedule Within (Days) and Schedule After (Days) have been changed from a dropdown to a free text integer field to allow for more customizability.

Learn More: Scheduling Rules

Schema Changes


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