May 2023 Release Notes

178.1 - May 23, 2023


  • Patient: Diagnosis codes no longer need to be set on a patient’s treatment episode before creating a utilization plan

177.4 - May 18, 2023


  • Claim Form Rule: Users can now create a Rendering Provider Type claim form rule for professional claims allowing the Individual or Organization to be set as the rendering provider. When Organization is selected, the rendering provider type is updated from individual to organization.


  • Combined A/R Summary Report: Two new columns are added to the report when run by Claim Type ‘All’ that separate the Insurance Outstanding and the Patient Outstanding for each patient.

  • Patient Billable Report: Added a new totals table to summarize the main data points on the report.

177.1 - May 7, 2023


  • Utilization Plan: Users can now upload documents directly to the U/R Plan. Any Authorization Letter type uploaded to notes and records will be viewable via the View button on the UR plan.
  • Patient Billing: Users can now audit how many times a statement has been emailed to the patient.

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