This enhancement improves Third-Party Liability (TPL) data capture by displaying the TPL Status Code field for all secondary insurance plans on the Charge page. Previously, the field appeared only for specific plan names, resulting in inconsistent behavior. The updated logic now displays the field based on the plan's responsibility, ensuring consistent billing workflows and downstream claims processing.
This enhancement introduces a practice-level setting that allows organizations to enforce or optionally prompt appointment linking when creating Provider Notes on the same Date of Service (DOS). The feature improves encounter accuracy by ensuring provider notes are associated with the appropriate appointment while maintaining configurable workflow flexibility.
This enhancement introduces a new Patient option in the Responsible Plan filter of the General Service Analysis report. Users can now generate reports specifically for Self-Pay appointments, making it easier to analyze patient balances and payments without including insurance-responsible appointments.
This enhancement automates the maintenance of the Rejected and Corrected claim work queues by removing claims once they have been processed through payment, denial, or insurance updates. The system also restores claims to the appropriate queue if the triggering transaction is reversed, reducing manual cleanup and improving claim management accuracy.
This enhancement captures and displays plan/product type information from eligibility responses directly on the Charge page. Plan Type (EB04) and Plan Description (EB05) are now stored at the charge level for the applicable Date of Service (DOS), providing greater visibility into insurance plan details and reducing the need for manual review of eligibility responses.
This enhancement prevents patient statement generation when associated charges contain inactive CPT codes. It ensures that only valid CPT codes are included in statements, reducing billing inaccuracies and supporting compliance requirements.
This enhancement introduces a validation warning during billing plan configuration to ensure required information is provided for eligibility transactions. It helps prevent eligibility failures for Medicaid California by prompting users to enter the necessary Plan PIN and IRAI qualifier.
This enhancement improves prior authorization tracking by ensuring visit utilization is accurately recorded at the procedure line level. It enables more precise tracking of authorization usage and supports better billing accuracy.
This enhancement introduces permission-based control over creating and editing public custom views across both Billing > Charges and Billing > Payments. It ensures that only authorized users can modify shared views, improving governance and maintaining consistency in billing configurations.
This enhancement improves the On-Hold bucket in the Claims module by introducing sorting, advanced search, direct navigation links, and real-time status counts. These updates streamline claim review workflows, reduce manual effort, and enable faster identification and resolution of claims.
Posted On: Jul 14, 2026
Posted On: Jul 14, 2026
Posted On: Jul 14, 2026
Posted On: Jul 14, 2026
Posted On: Jul 14, 2026
Posted On: Jul 14, 2026