Sorted:

DaySheet1

Total Visits Column and Multi-Select Support in Day Sheet Summary Report

This enhancement updates the Day Sheet Summary Report to include a consistent Total Visits column across all grouping options and adds multi-select functionality to all report fields. It is intended for users who run operational and visit-volume reports and need more flexible filtering while maintaining accurate visit counts

Retain Problem List History Across CPT and Claim Level Transitions

This enhancement updates Problem List behavior to ensure that problem statements and resolution history are retained when entries transition between CPT-level and claim-level contexts. It is intended for users managing billing-related issues and prevents loss of historical data when Problem List entries are created or corrected at different levels.

StatusFilter1

Add Status Filter for Debt Setoff Appointments in Patient Aging Report

This enhancement adds a Status filter to the Patient Aging Report, allowing users to control whether Debt Setoff appointments are included, excluded, or viewed independently. It is intended for billing and reporting users and preserves existing report behavior while providing additional filtering flexibility.

POTF-FINAL-Rel01

Display Claim Data in POTF When Responsible Plan Is None/Patient

This enhancement updates the Proof of Timely Filing (POTF) report to ensure claim data is displayed even when an appointment’s Responsible Plan is changed to None/Patient after claim submission. It is intended for billing users who rely on the POTF report for appeals and denial management and prevents loss of access to previously submitted claim information.