October 2024 Release Notes

215.2 - October 29th, 2024

Attendance Calendar: The Mark As Absent toggle has been removed from the attendance calendar.
Import EDI: For clients who utilize the import feature, there have been two changes to the import process:
- When an import is completed, the system will redirect the user to the payment collection.
- When a payment has been successfully matched to a closed claim, the system will automatically reopen the claim.
Claim Billing Report: A new column has been added to the Claim Billing Report to include the Total Claim Expected Amount.

Claim Line Items: The line item limit on claims has been increased from 200 lines to 500 lines.
Default Eligibility Payer: Users can now run eligibility checks for Home Plan payers and Medical payers by updating the Default Eligibility Payer field with the Payer section of the patient's insurance set.

Creating New Claims: Interface updates have been made in the Work Center > Insurance Billing > Create New Claims section.
Users can now select one of the following grouping filters to create claims for:

The Show filter groups submitted treatments by those With Errors or those with No Errors.
The Payer filter groups submitted treatments by their common payer.
The Level of Care filter groups submitted treatments by the Level of Care identified in the Service Billing Profile.
The Date Range filter groups submitted treatments based on their service date within the last two months.

Patient Billing: A new Patient Collection Status has been added. Users can now select Closed - Patient Refund Needed to identify patient accounts with a negative balance due to overpayment from the patient. This new status will also be reflected in the Patient Collection Report.