Built for you – that’s our focus. While our customers are busy with running their business, we are working hard to deliver more and more features and functionality.

What’s New?

Payer Rule for Service Facility Location

  • A new payer rule has been added to allow you to customize how the service facility location is reported on the CMS 1500 and EDI 837 electronic claim transmission.  Learn More

New Permission

  • A new permission has been added to restrict a user from being able to add a new tag in the system. Within the permissions management you can now choose to enable or remove the “Tags Create” permission. Learn More

New Fields added to the following reports:

Order Financials Report

  • Price Option ID

Claim Submission Report

  • Clearinghouse

Invoice Detail Report

  • Invoice Balance

Revenue Summary Report

  • Invoice Tags
  • First Submission Date

Provider Adjustment Report

  • Patient and Posted Date filter

New Integration Page 

  • An integrations page has been added under Management/Application Settings/Integrations. We will be expanding integration configuration settings for services used by our customers moving forward in this section. At this time, Shippo integration credentials have been moved here.

New Insurance Verification Functionality 

  • A new feature has been released allowing to verify insurance eligibility benefits for a prior service date. On the insurance page within a patient record, you will notice a calendar icon next to the benefits button of an insurance record which you can click. Here you will be able to indicate a prior service date to check for benefit coverage details.
  • An alerts section has been introduced when doing an electronic insurance eligibility verification. These alerts will indicate information including whether other payer coverage has been identified or if a Medicare member is a Qualified Medicare Beneficiary.

New Report

  • A new user report is available where you can report on users in the system.

Medicaid as Secondary – Carrier Codes 

  • When billing Medicaid as secondary payer, a Carrier Code for each primary insurance may need to be reported on electronic and paper claims. The Carrier Code reported is used as an identifier for Medicaid to recognize the primary payer. Additional functionality has been added to support this for Illinois Medicaid. Learn More

Medicaid Early and Periodic Screening, Diagnostic, and Treatment (EPSDT) Electronic Claims Support 

  • State Medicaid’s such as in Alabama require that when an EPSDT qualified service is provided, the related condition code is transmitted on electronic claims. This information is now available to report on the insurance record of a patient which will transmit on the 837 claim.

Bypass Claim Submission

  • We have added the ability to submit an electronic claim directly to a secondary or other payer when the destination payer’s cost avoidance policy allows providers to bypass claim submission to the otherwise prior payer identified in Loop ID-2330B on the 837 claim. When submitting a bypass claim, the 837 claim submission will report to the payer that it is Noncovered Charges from the prior payer.

Tag Functionality added to Document Management  

  • The ability to add tags to documents uploaded into the my documents and all documents pages is now available. Learn More

Ordering Provider on an invoice 

  • The ordering provider field has been added to the invoice. No user selection is required unless otherwise applicable. When transmitting electronic claims the referring provider on the claim is reported as the ordering provider on each service line. In the event an ordering provider should be reported different than the referring provider you can indicate it as needed.

API Updates 

  • A new Tasks group of APIs have been added Learn More
  • Get/v1/invoices/{id} – the Name field within the service lines block has been depreciated and replaced with Service to match the field name on the user interface.

Tweaks 

  • Provider adjustment selection has been sorted to display in alphabetical order.
  • Plan section within a patient insurance record has been sorted to display in alphabetical order.
  • Menu action buttons on the patient, order and invoice have been sorted to display in alphabetical order.
  • Reports within the billing, revenue and payment categories have been updated to reflect the display invoice id (Invoice) and the unique invoice id (Invoice Id).