SecureClaim version 2.0.34

Release Notes of SecureClaim version 2.0.34

Version Highlights

New improvements were included in this version of SecureClaim to enhance areas of the application. In addition, there are changes and other fixes to improve efficiency. Among these changes you will find:

• Now, you can search by Categories from the Claims and Payment Tracking modules.
• In the Dashboard, a functionality was added, so the SecureClaim users can send their suggestions directly to the team in relation to the system. Also, you can see the list of suggestions listed and vote for that suggestion that you understand is beneficial to you.
• Annual Production Comparison Report was improved. Now, you can make production comparisons of your office / business from the last 10 years.
• As a continuous improvement for user productivity. Was implemented, that the claims show the fields completed for Payer ICN and Submission Type in the Claim, if the information is available in the Ck.
• To help managing the patient care. Now, in the Search Appointments you will see the Appointment history.

In the next section, we will provide more details regarding the changes included in this version.

Version Notes

Section 1: Front Office

Improvements and New Functionalities

I. Appointments

1. Was  implemented,  the  status  search  functionality  in  Advanced  Search  of Appointment Search.

Also, now you will able to search for past appointments.

Correction and changes

I.         Patients

1. The Patient History claims columns selection behavior was modified. Now, the column selection will be maintaining by user all the time. Also, it will export to Excel according to the selection.
2. The situation was fixed, where resetting the Relation to Subscriber 18 in HIPAA/Insurance Tab, was shown an error

II.         Appointments

1. For new patient Appointments, the DOB was included as a required field for the payer Plan de Salud Menonita GHP.
2. The situation was fixed, where the MRN wasn’t shown in the claim after creating from the Appointment.

III.         Eligibility

1. The default data shown in the Eligibility Request was modified:
   1. Date Range – 4 days ago (including today)
   2. Request Eligibility – unreaded

Also, we add a check box, to view the Read Eligibility into the grid.

IV.         Tasks

1. An issue was fixed, where the Task was kept loading when clicking twice the Save button.
2. An issue was fixed when editing a saving a Task that they have a Super Bill associated. The following information wasn’t updating in the Task Management grids.
   • Priority
   • Assigned To
   • Subject
   • Due Date
   • Status
3. The situation was fixed, where the page stays loads after choosing one Drag and Drop column and then Group By: View By Customer, for the Biller / Group Edition account.

Section 2: Claim Center

Improvements and New Functionalities

I.         Claims

1. The option to filter by categories was implemented in the Advanced Search on Claims Tracking.
2. The functionality to add a Task when saving a claim was added in the Option window. After checking the Add Task option and pressing Ok, the task screen will be opening, and the task will be associated with the claim.

II.         Super Bill

1. Ahora, se puede editar un Task desde un Super Bill.

III.         Payments by Payer

1. The option to filter by categories was implemented in the Advanced Search on Payer Payment Tracking.
2. Now, for manual check, Payer ICN & Submission Type 7 are going to be updated according with the check, for the three Claims forms.

Corrections and changes

I.         Claims

1. An issue was fixed when editing a Dental Claim. Where the Accident Date was removed and the field disabled.
2. The Procedure History in the Claims was enabled, for claims with CH status paid.
3. The situation was fixed, where some fields in the claim’s forms, was out of margin.
4. The situation was fixed, where the Claim type was changed from ICD-09 to ICD- 10, when editing a claim from Corporación Fondo del Seguro del Estado (CFSE).
5. The situation was fixed, where the Charge column sorting functionality wasn’t working correctly.
6. The situation was fixed, where the claim print log in the claim history and the flag (P) in the Tracking, don’t appear when Select Service Lines / Attachments, is selected.
7. The situation was fixed, where charge amount shows zero in the spreadsheet when exporting to excel the Claim Tracking for the following claims:
   • Predetermination
   • Private
   • Void
8. The situation was fixed, where the page was refreshing the pagination after using the following options in Claim Tracking:
   • Printing > Select at least one Print Option > Print or Queue
   • Note > Add a note > Save
   • Mark as Audited

II.         EMR Encounters

1. An issue was fixed, if the EMR Encounter only had one Billing Office. The Convert to Claim button wasn’t automatically activated.

III.         Super Bill

1. An issue was fixed, where loading was present converting a Super Bill into a claim. Only when the Super Bill was created from a patient payment.

IV.         Fee Estimator

1. The loading in the Fee Estimator after pressing the Reset button, was fixed.

V.         Payment By Payer

1. The auto-finalization for the electronic checks was activated again. The application will be finalizing the payments automatically by claim, if is balanced. Once all the claims on the check are balanced, the check will automatically be finalized. The changes will be reflected in the reports.

VI.         Payment By Patient

1. The situation was fixed, where the Daily Closing History report was showing the logged user, in the Closed by user field.

Section 3: Back Office

Improvements and New Functionalities

I.         Facilities

1. An issue was fixed in the Facilities screen. The POS field wasn’t updating after refreshing the page.

II.         Codes

1. Some sorting functionality in the Procedure, ADA and Revenue Management, was fixed. For the following columns:
   • Effective date
   • Expiration Date
   • Usual charge

Correction and changes

I.         Impersonation User (Biller / Group Edition)

The situation was fixed, where closing a new Impersonation user without entering any data, was showing an alert.

II.         Setting

1. The situation was fixed, that the ADA Code was been changed to the internal number when copying the code, editing a Dental Group.

Section 4: Analytics

Improvements and New Functionalities

I.         Reports

1. Was added the option to filter by three years Range, in the Annual Production Comparison report. Ranges:

• 2017 to 2019
• 2016 to 2018
• 2015 to 2017
• 2014 to 2016
• And more…

Also, the same filter has been added to the chart.

NOTE: Dates are dynamic in calendar year. So, it will always have data of 10 years.

• The Check filter search option was implemented for the Provider vs Payment – Detailed report.
• The Payment Categories was added into the spreadsheet, when exporting to excel the Claims Status report for Biller / Group Edition

II. Report Builder

1. The Policy Number was added in the Report Builder, as a parameter for creating reports.
2. In the Report Builder, a parameter name was change from Last Claim Date to Last Service Date by Claim.

Section 5: Dashboard

Improvements and New Functionalities

I. Dashboard

1. The eligibility number that show on the Dashboard was changed. Now, shows the unread eligibilities of the last 4 days (today + 3 days ago).
2. A SecureClaim user suggestion portal was implemented in the Dashboard. Now, users can send their suggestion regarding the product directly to the SecureClaim team. Find the green button on top of the application, named; You have an Idea?

By clicking on it, you will be redirect to the external page SecureClaim Ideas Portal. If you are not yet registered, continue with the following steps:

1. Click on Sign up
   1. Fill the fields:
      1. Email
      2. First Name
      3. Last Name
   2. Now, press Register
   3. You will receive an email to confirm
   4. Click on Verify the email address and create a password
   5. Enter a password
   6. Verify the password
   7. Click on Change password
   8. It is already fully registered

If you are already registered, continue with the following steps:

1. Enter your Email
2. Press Next
3. Enter you password
4. Click Log in

Once you access the portal, you will have several functions:

1. Add a new idea – clicking on this button will allow you to enter the idea you have (before entering an idea, verify the list of ideas to prevent duplicity, if it’s previously entered, you only need to Vote into the idea and make a comment if necessary:
   1. Your idea – Write a summary of the idea in a sentence.
   2. Please add more details – Write in detail the idea, benefits, steps, etc.
   3. Attach files – Attach a document, example, report, model, etc., that supports your idea.
   4. Branding – Choose what type of SecureClaim you have
2. Vote – To vote for an idea, just click on the box
3. Filters – You have several ways to search for ideas
4. Comments – To create a comment an idea already proposed, click on the idea or the icon on the right side of the idea
   1. Attach files – Attach a mockup, report, model, any document that supports your idea, etc.
   2. Post Comments – Press to share your comment.
5. Unsuscribe – If you don’t want to receive notifications related to this idea
6. Edit profile – To edit: image, name and password.
7. Sign out – Close section

Sección 6: Others 

Correction and changes 

I. Across the application 

1. The situation was fixed, where the Export to Excel button couldn’t been see, when the page resolution was changed.