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.
This enhancement adds a Total Visits count to the Day Sheet Summary report when grouped by Location. It allows users to view the combined visit volume across all locations directly in the report header.
This enhancement updates the Claim Attachment section on the Charge Page to display the associated insurance plan name for each attachment. It improves visibility by clearly indicating whether the attachment is linked to the responsible plan or a user-selected alternate plan, while keeping existing attachment workflows unchanged.
This enhancement adds a Billing Provider column to the Balances in Collections report in CureMD. It enables billing users to clearly identify the appropriate billing provider for each balance, supporting more accurate and client-ready collections reporting.
This enhancement improves flexibility in Enrollment Management by allowing users to close enrollment requests even if the associated plan’s Payer ID has changed after the enrollment was created.
Previously, such enrollments could not be closed due to validation errors, requiring temporary payer mapping reversions. This update removes that operational bottleneck while maintaining system validation controls and audit integrity.
This enhancement introduces a user-level preference that controls whether ineffective CPT codes appear in order search results. It allows users to optionally include CPTs that are not effective on the selected Order Date, while clearly distinguishing their status in search results and enforcing appropriate validation rules.
This enhancement introduces flexible configuration options for determining which patient balances qualify for transfer to collection agencies. Billing administrators can now evaluate eligibility at the Account Level, Date of Service (DOS) Level, or both simultaneously. This allows practices to tailor their collection workflows according to their financial policies while maintaining backward compatibility.
This enhancement updates the On-Hold bucket in the RCM module to improve claim review and follow-up efficiency. It introduces column sorting, CMDID search, and real-time status counts to reduce manual effort and improve prioritization, while maintaining role-based access controls.
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
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.
Posted On: Jul 30, 2026
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Posted On: Jul 14, 2026