New Features and Updates
General
Home
- New Timeline Area: Updated the Welcome screen to include a new Timeline area that shows current and past due items needing attention. The types of tasks shown in the Timeline will initially be based on the user's permissions but can be customized by the user along with the dashboard gadgets. Each task includes the ability to "drill through" to another area of the application in order to take additional actions.
- User Bar: Added a new Shortcuts menu to the application menu bar that can be used to quickly jump to an area of the application based on the user's commonly performed tasks. The options within the Shortcuts menu can be customized by each user.
Scheduler
- Move Appointment Enhancement: Updated the Appointment Scheduler to allow users to drag and drop an appointment between resources. Previously, this was only supported when right-clicking on the appointment and selecting to move it.
Minor Changes and Bug Fixes
Claim
- Agreement Status Information Update: Updated the Charge History feature on a claim to also show changes made to the total amount of the charge including the user that saved the change and the date it was updated. This means that when opening up the “view charge history” option on a claim, it will now show the CPT Charge as one of the columns. This information will only be available for changes made after the release of this update.
Appointments
- Appointment Preview Enhancement: Updated the appointment preview pop-up that is shown when clicking on an appointment in the Scheduler screen to show the date in a reader-friendly format (for example, "Monday, July 25th, 2022" instead of "07/25/2022") and also to include the patient's account number.
New Features and Updates
General
Claim
- Anesthesia Claims: Implemented better support throughout the application for billing anesthesia claims. This includes showing the start time, end time, and minutes within the charges table as well as automatically calculating the units using the base unit from the procedure code default or fee schedule and the minutes.
Payer
- NY Workers Comp Payer Enhancement: Updated the claim printing process for NY Worker's Compensation claims to use the CMS 1500 claim form instead of the old NY workers comp form based on the new payer guidelines as of July 2022. This new update will apply to claims being printed on a CMS-1500 where the State = NY and the Payer Type = Worker's Comp. Payers that had the old Billing Option to "Print CMS-1500 as NY Workers Compensation Form" must ensure this option is now unchecked to allow them to print as a CMS-1500.
Minor Changes and Bug Fixes
Payer
- Agreement Status Information Update: Updated the agreement status information shown in the Clearinghouse Connection tab of the Payer screen to include the NPI associated with a completed agreement when clicking the Agreement Required link.
Payment Plan
- New Payment Plan Option: Added a "select all" option to the charges window when associating charge(s) to a new or existing payment plan. This will allow checking all the checkboxes for every charge with one click.
Payer Agreement
- Payer Agreement Lookup Enhancement: Added a column to the Payer Agreement Lookup results table to show the username that completed the agreement. This new column will be hidden by default but available by using the right-click select columns feature on this screen.
New Features and Updates
General
Patient
- Payment Portal Options Enhancement: Updated the Payment Portal Options within the patient record to allow users to change the email address for patients who lost access to the email associated with their online payment portal account. Users can reset the patient's payment portal email and allow them to reset their own password with a new email address.
Payments
- New Hard Close Payment Setting: Added a new payment setting to "exclude charges and debits from Hard Close" that will allow charges and debits to still be available to enter or edit for the closed period when the Hard Close date is set.
Security
- New Two-Factor Authentication Option: Added a new layer of security to keep your account data safe. Once our new Two-Factor Authentication has been enabled and configured by your system admin, users will first enter their username and password. Then, instead of immediately gaining access to the application, they will be required to provide a second authentication via an SMS Text Message, Authenticator App, Device Authentication, or a Hardware Token (security key). A new Two-Factor Authentication permission will Control the ability of users to configure two-factor authentication.
Claim
- Patient Notes Enhancement: Added the ability to copy relative claim notes to one or more claims associated with the current patient. A new copy icon
will allow users to select the unpaid claim(s) for this patient to copy the note to (by checking the corresponding box(es).
will allow users to select the unpaid claim(s) for this patient to copy the note to (by checking the corresponding box(es).Claim
- Claim Charge Status Enhancement: Updated the Claim screen to no longer allow users to manually set a charge to a status of Incomplete when all required data is present on the claim and patient record. Users will now be warned that this action is not supported. Customers are encouraged to create and use a Custom Claim Status for any charges needing further action before being billed.
Claim
- Institutional Claim Field Enhancement: Updated the Additional Info tab within the Institutional Claim to include fields for Documentation Method and Documentation Type when sending one or more attachments to the payer via paper. When populated, this value will be sent in the required location of the electronic claim submission (Loop 2300 PWK-2 & Loop 2300 PWK-3).
- Institutional Claim Field Enhancement: Updated the Additional Info tab within the Institutional Claim to capture the Patient Estimated Cost Due. When populated, this value will be sent in the required location of the electronic claim submission (Loop 2300 AMT~F3).
Payers
- New Institutional Billing Option: Added a new institutional claim billing option within the Payers screen to print the taxonomy code in Box 76 of the UB-04 form for user-printed claims.
Minor Changes and Bug Fixes
Superbills
- Superbill Field Update: Added a new Superbill field to the Text Based and Form Based superbills to show the patient's Collection Balance. For Form Based superbills, the variable @CBAL can be used to show this balance.
Reports
- Reports Viewer Update: Updated the search field within the Reports Viewer screen to support showing matches based on report categories as well as the report titles. This update will be controlled by a new report setting.
Payment
- Insurance Payment Posting Screen Update: Updated the Insurance Payment Posting Screen to include a new column to show the priority of the payer that made the payment on the EOB referenced by the row. By default, this column will be hidden but can be added using the select columns (Right-Click) feature for the screen. In addition, the claim status column is now available when auto-applying an ERA. Previously, this column was only shown when manually entering an insurance payment or viewing an existing payment.
New Features and Updates
General
User Management
- New User Password and Password Reset Enhancement: Updated the new user creation process within the User Management to email the user a link to access the application and set their password. This will replace the temporary password that was displayed when saving the user. The link sent will only be valid for 24 hours but an Admin or Auth Rep can resend it at any time within the User Management screen. As part of this enhancement, the email field will now be required when creating a new user.
The password reset process within the User Management was also updated such that a reset link will be emailed to the user rather than generating and displaying a temporary password. When resetting a user's password, the Admin or Auth Rep will be given an option to update the email address associated with the user. An email with an invitation link to reset the password will be sent to the user. The reset link will last 30 minutes. If not used to reset the password within the timeframe, the Admin or Auth Rep will have to resend the invitation.
Appointments
- New Appointment Block Templates: Added an enhancement to the functionality of appointment blocks, as well as the ability to create and use block templates within the scheduler. Blocks will show in the background behind appointments and can be set up with rules that enforce what kinds of appointments can be scheduled at the same time as the block. Block colors and titles will allow users to set rules and easily see what types of appointments are allowed during each time period.
Appointments
- Appointment Reminder Enhancement: Updated the Appointment screen to show details for all appointment reminders sent for the current appointment including when it was sent, where it was sent (phone # or email address), and if there was an error delivering the reminder.
Services
- Appointment Reminder Configuration Enhancement: Added the ability to include a confirmation link within the appointment reminder text message sent to patients. When configured, this will allow them to confirm the appointment by clicking the link instead of replying to the message.
Minor Changes and Bug Fixes
Patient A/R Control
- Charge Status Filter Update: Updated the Charge Status filter within the Patient A/R Control screen to no longer limit the charges returned in the results based on status when no selection is made. Previously, if the filter was blank the results would be limited to the results that were returned to only those due patient, pending patient, collection, or at insurance.
Customer Setup
- Practice Screen Requirement Update: Updated the Practice screen to require the NPI and taxonomy code to be present in order to save. This information is now required as part of the clearinghouse registration process.
Customer Setup
- Copying Custom Info Lines Process Update: Updated the process for copying custom info lines from one customer to another such that it follows the same workflow as the copying custom claim statuses; allowing the user to go back and forth between selecting what records to copy and the options for adding or replacing the existing items in the other customer.
New Features and Updates
General
Reports
- New Report Field: Added the following report field which is now available to be used as a column or filter on a custom report:
Claim Data -> Last Public Claim Follow-Up Note
This new report field will return the most recent follow-up notes associated with a claim that is not restricted to being visible by only certain users.
ERA
- Manual ERA Upload Enhancement: Updated the ERA file upload process to no longer require the file to be a txt file extension. The file content must still be valid ANSI as before but now a .dat file, for example, can be uploaded without first being renamed.
Minor Changes and Bug Fixes
Payments
- Payment Receipt Enhancement: Updated the payment receipt printout to show both patients in situations where the payment was applied to multiple charges associated with different (linked) patients.
Claim
- Ability to add the "=" character to the Additional Claim Info: Updated the Additional Claim Information (Box 19) field within the Claim screen to allow users to enter the "=" character. This character is not allowed when submitting claims electronically, (therefore it will not be included) but it will be shown when printing the claim.
Interfaces
- Interface Setting: Added a new interface setting to optionally disable inbound appointment updates for customers using the ElationHealth interface. When selected, appointment changes made in ElationHealth will not be reflected in CollaborateMD.