August 2023 Release Notes

185.1 - August 29, 2023

Enhanced

• Review Insurance Payments: The Review Insurance Payments tab of the Work Center has been updated with a new design language.
• Work Claims > Payments: A new column on the Payments tab will display the Copay amount. This will display any payments posted with the PR-3 adjustment reason code.
• Corrections: When resolving corrections, a new field titled Claim Notes is now available.   
• Any notes entered in this field will automatically be added as a claim note. 

Fixed

• Review Insurance Payments: Fixed an issue where the Add Adjustment Line and Add Line options were skipped when tabbing through the resolve payment window. 

184.3 - August 28, 2023

Enhanced

• Currently Rejected/Held Claims: The Currently Rejected/Held Claims tab of the Work Center has been updated with a new design language.
• Patients: When the Patients page is loaded, the Episode Status will automatically default to displaying Admitted patients.
• Period Close: You can now manage period close from 2021 onward.

Fixed

• Promote User: Fixed an issue where promoting a user from an Org User to a Managing Organization user didn't automatically add the correct roles.
• Combined A/R Summary Report: Updated this report to include unapplied adjustments in the Patient Outstanding calculation.
• Patients: Fixed an issue where a patient could be deleted even if they had an active prospective treatment episode.

184.2 - August 22, 2023

Enhanced

• Patient Payments Report: A Managing Organization version of the Patient Payments Report is added under Managing Organization Reports.
• Eligibility Schedules: A new message has been added to the Add Schedule process for batch eligibility.
  
• U/R Notes Setting: A new setting has been added to the Practice Admin > Configuration > Admin tab that will allow users to specify whether they want to send U/R notes back to the Kipu EMR on a per-practice basis. When enabled, U/R notes will be visible on the Patient Facesheet.
• Kipu CRM: Prospective Treatment episodes will no longer be added from the Kipu CRM for patients that have an active Admitted Treatment episode. 

Fixed

• Combined A/R Detail Report: Fixed an issue where the Insurance Only filter displayed private pay patients with a $0 balance.
• Payer Rates: Fixed an issue where payer rates did not apply as expected.
• Payer Rates: Fixed an issue where Effective Date was not displayed for Payer Rates. 

184.1 - August 15, 2023

Enhanced

• Patient Demographics Report: A new Date Type called Active has been added to the Patient Demographics report for both the Organization and Managing Organization levels to allow users to quickly see which patients are currently admitted. You will also be able to include patients with prospective treatment episodes, as needed.
  • Additionally, for the Date Types of Admit and Discharge Date, a new toggle is available to Include Archived Patients.

Fixed

• View Eligiblity: Fixed an issue where the View Eligiblity hyperlink on the Batch screen went to the incorrect treatment episode.
• Insurance Payments: Fixed an issue where the horizontal scroll bar was missing from the Payments tab of the Treatment Episode.
• Prospective Treatment Episode: Fixed an issue where practices did not display when attempting to admit a prospective treatment episode.
• Eligibility Status: Fixed an issue where the All Practices filter failed to load all related Eligibility Statuses. 
• Planned Payments: Fixed an issue where planned payments did not automatically run. Planned payments were manually generated while the fix was being released, so no payments should have been missed. 

183.3 - August 11, 2023

New

• New Managing Organization Reports: The following reports are now available to be run at the Managing Organization level, allowing users to report on all organizations within a managing organization. These reports include: 
  • Combined A/R Details Report:  Gain deeper insight into receivables at the individual claim and service level across your organizations. 
  • Combined A/R Summary Report: Understand potential revenue and the overall health of your receivables, and identify patients and cases that may require additional collection efforts.
• Work Center: On the Eligibility status tab of the Work Center, organizations containing patients that have inactive coverage or coverage in review will have asterisks next to the organization name.
• Claim Rule: A new Claim Form Rule behavior—Billing Provider - Tax ID—is now available for professional claims that allows users to add the Facility Tax ID on the claim.

183.2 - August 9, 2023

New

• New Managing Organization Reports: The following reports are now available to be run at the Managing Organization level, allowing users to report on all organizations within a managing organization. These reports include: 
  • Patient Billable Report: Report on your patient billables across organizations. 
  • Unsubmitted Treatments Report: Use this report to view account-wide unbilled charges, ensure dates of service are recorded correctly before submitting to billing for claim creation, and estimate revenue based on dates of service for month-end accounting.

Enhanced

• Navigation: Now when switching organizations or practices in the header, you will remain on the same page instead of being automatically directed to the Practice Admin page. The key exception to this is patient profile and related treatment information that is specific to a different organization. 

Fixed

• Patient Payments Report: Previously this report used a different time reference for payments completed which caused issues with transaction dates. This has been resolved and the payments will now reflect the correct dates. 
• Work Claims: Fixed an issue where the Work Claims list displayed claims twice for patients with a primary and secondary insurance, inflating the number of claims that need to be followed up on. 
• Eligibility: Fixed an issue where the Payer drop-down did not function as expected on the Eligibility History tab. 

183.1.2 - August 3, 2023

Fixed

• Kipu EMR Integration: Fixed an issue where insurance carveouts were not deleted from the EMR with the primary insurance record.

183.1 - August 2, 2023

New

• New Managing Organization Reports: The following reports are now available to be run at the Managing Organization level, allowing users to report on all organizations within a managing organization. These reports include: 
  • A/R Waterfall Report: View a high-level view of submissions and collections with detail by month, quarter, and year across organizations.
• Patient Billables: A new filter is added to the Patient Billables tab in Patient Billing that will allow users to filter out billables with a $0 balance by choosing the Open Balance Only option.

Fixed

• Patient Statements: Unapplied adjustments are now taken into consideration for a patient amount due. 
• Services: Fixed an issue where unused Non-Medical Service References at the facility could not be deleted.