Release Notes – Page 23

Avalon: Patient Registration and Add Insurance using CureLENS - Insurance while Booking Appointment

This update introduces the Patient Registration and Add Insurance workflow using CureLENS. User can now register new patients by scanning a driver's license or ID.

During appointment booking, insurance information can be added and verified instantly through real-time eligibility checks. Insurance cards can also be scanned during registration or from patient demographics for automatic data extraction.

Delete Draft Lab Orders from Provider Note

A new enhancement addresses a key usability gap for providers who frequently import existing notes. Previously, deleting draft lab orders created through this workflow required extra steps in the clinical module. With this update, users can now delete draft lab orders directly from the provider note, reducing clutter and minimizing abandoned draft records.

Bit Based Overriding Names in Review of Systems Data Templates

The Review of Systems template settings display a checkbox that lets the user decide whether the template name shows as the component header in the SOAP note. This option provides flexibility for the user to tailor headings to practice preferences.

Setting to Attribute Order Requisitions to Provider When Signed by Staff

A new setting enables the provider’s electronic signature to appear on all order requisitions signed by staff on their behalf. This update enhances documentation uniformity while maintaining visibility of the actual staff member in the logs.

Data Template Names Override "Review of Systems" Subheading in Provider Notes

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

Complaints Checkbox in EHR Settings Populates Previous-Note Complaints

With this enhancement in the CureMD application, selecting the Complaints checkbox in EHR settings populates every complaint from the patient’s previous note in each freshly opened provider note. This enables the user to document follow-up visits faster by removing repetitive data entry.

Collections Eligible Patients Report in Reports Module

A new “Collections Eligible” report has been introduced in the Reports Module > Patient Bucket to help practice supervisors and billing teams efficiently identify patients eligible for transfer to collection agencies. This printable, filterable report lists all qualifying patients based on balance and practice settings, allowing timely action on overdue accounts. The report includes detailed appointment-level data as well as an optional summary view.

Billing Group Logic Added for UB04 Claim Type

We have extended the new billing group implementation to support UB04 claim types. This enhancement enables the user/system to select and apply billing provider entities at the UB04 claim level, just as already supported for professional claims. The change ensures consistency, improved automation, and accurate claim submission for institutional billing.

Auto-Generated Proof of Timely Filing (POTF) Appeal Letter for Denied Claims

To streamline the appeal process for denied claims due to late filing, a new feature has been introduced that allows users to generate a pre-populated Proof of Timely Filing (POTF) Appeal Letter directly from the Charge Page, Payment Page, or Denial Bucket. This enhancement reduces manual work, ensures data accuracy, and provides a ready-to-print or savable PDF version for faster appeals processing.

Integration Enhancement: Additional Plan Display in Eligibility Response Interface

The Eligibility Response Interface in the application has been enhanced to support the display of additional payer plans at the top level of the interface. This improvement ensures that any additional plan (e.g., pharmacy benefit) returned in the 271 eligibility response is clearly and immediately visible to the end user, improving usability and transparency of eligibility data.

Avalon: Patient Registration and Add Insurance using CureLENS - Insurance while Booking Appointment

Delete Draft Lab Orders from Provider Note

Bit Based Overriding Names in Review of Systems Data Templates

Setting to Attribute Order Requisitions to Provider When Signed by Staff

Data Template Names Override "Review of Systems" Subheading in Provider Notes

Complaints Checkbox in EHR Settings Populates Previous-Note Complaints

Collections Eligible Patients Report in Reports Module

Billing Group Logic Added for UB04 Claim Type

Auto-Generated Proof of Timely Filing (POTF) Appeal Letter for Denied Claims

Integration Enhancement: Additional Plan Display in Eligibility Response Interface

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