Release Notes – Page 19

User-Based Permission to Restrict Financial Data Visibility in Patient Banner and Superbills

This enhancement introduces a user-based permission feature that allows practice administrators to restrict access to financial data in the patient banner and superbills. Administrators can now configure which users are restricted from viewing or printing financial information, ensuring that only authorized personnel can access sensitive billing data. This update enhances privacy, compliance, and overall data security across the system.

Review of Systems Template Names Override “Review of Systems” Subheading in Provider Notes

With this enhancement in the CureMD application, the user sees the Physical Exam template name displayed as the subheading in place of “Physical Exam” when a customized Physical Exam template is applied. This provides a more accurate reflection of the clinical content added to the note.

Improve Service Type Auto-Selection and Estimate Availability for Checked-In Appointments

This enhancement streamlines the Cost Estimation workflow by automatically mapping the Service Type (now labeled Visit Type) from the appointment reason and allowing estimates to be created for Checked-In patients. It eliminates manual data entry, ensures data consistency, and enables front-desk users to generate cost estimates efficiently, regardless of appointment status.

Updated Date Picker Validation in Provider Note Sign Off

This enhancement restricts the Sign Off date picker in Provider Notes so that users cannot select a future date beyond the current day based on the practice’s local timezone. It ensures clinical documentation accuracy by preventing invalid date entries.

Increased Character Limits for Letter Template Names

This enhancement increases the character limit for letter template names in the CureMD application. Users can now enter up to 60 characters when creating a new letter template.

Enhance Patient Statement Report with Text-to-Pay Counts and Payment Insights

This enhancement updates the Patient Statement Report to display data for text and email statement activity alongside associated payment responses. It provides billing staff and financial coordinators with visibility into how many digital statements were sent and whether payments were made in response, supporting accurate evaluation of text-to-pay effectiveness and collection outcomes.

Link Good Faith Estimates to Patient Record

This enhancement introduces a centralized location within the patient record to view all Good Faith Estimates (GFEs) associated with a patient. It enables front-desk and billing staff to easily trace, review, and manage cost estimates for compliance, follow-up, and patient communication purposes.

Generate Proof of Timely Filing (POTF) from Payment Screen for Denied or Rejected Claims

This enhancement enables billing users to generate a Proof of Timely Filing (POTF) directly from the Add/Edit Payment screen for claims that were either denied or rejected due to timely filing. This ensures that users can promptly produce the required documentation to accompany resubmitted paper claims, even when no payment or EOB exists in the system.

Social Determinants of Health (SDOH) Goals in Care Plan

This enhancement enables clinicians to document and manage Social Determinants of Health (SDOH) goals alongside General and Priority goals. It introduces structured goal entry, progress tracking, and management of barriers and interventions. SDOH goals are now available in both Clinical > Care Plan and Provider Note > Care Plan, with the Provider Note (SOAP) output displaying SDOH goals consistently with Desired Outcomes, Priority Goals, and General Goals.

Add Option to Hide Provider/Resource Name in Occupational Invoice Reports

With this enhancement in CureMD reporting, users can now choose to hide the Provider/Resource Name column in the Occupational Invoice by DOS and Occupational Invoice by Plan reports.
This update allows report users to generate simplified versions of the reports when provider-level detail is not required, ensuring cleaner output and greater flexibility in presentation.

User-Based Permission to Restrict Financial Data Visibility in Patient Banner and Superbills

Review of Systems Template Names Override “Review of Systems” Subheading in Provider Notes

Improve Service Type Auto-Selection and Estimate Availability for Checked-In Appointments

Updated Date Picker Validation in Provider Note Sign Off

Increased Character Limits for Letter Template Names

Enhance Patient Statement Report with Text-to-Pay Counts and Payment Insights

Link Good Faith Estimates to Patient Record

Generate Proof of Timely Filing (POTF) from Payment Screen for Denied or Rejected Claims

Social Determinants of Health (SDOH) Goals in Care Plan

Add Option to Hide Provider/Resource Name in Occupational Invoice Reports

Recent Posts

Automated Due Balance Notifications via Email and SMS

Multiple Copay Types for Insurance Configuration and Chec...

Filter eSuperbill Custom Views by Note Status

Web Payment Project Enhancements

Vaccine Lot Dose Tracking and Available Inventory

Access Patient Profile from Scheduler > Status #3

Contact us

Sales

Support