Version: 2.0.105
Release Date: 12/05/2024
Highlights
- Improvements to the Reports functionality continue! Our latest release brings more upgrades to simplify and streamline the look of printed and Excel reports. Additionally, the reports parameters have been updated with features that allow even better report customization.
- Missing Information alerts have been redesigned for better clarity and ease of use. The updated notification now clearly lists any missing information, making it easier to identify what’s required to complete the claim and what actions need to be taken.
- Note: It is recommended to regularly clean or clear the browser cache. This will improve performance. It also helps to download any pending version files.
Improvements
Reports
- Reports are undergoing an upgrade to make it easier to get detailed information on your organization’s work. Upgrades to the Reports functionality during this latest release include:
- MRN and Patient Name separation in the PDF/printable version of reports as well as in the Excel version. This allows you to better see and organize reports by name or MRN, instead of having both in a single field so that it can only be organized by MRN.
- The column naming and column sections of reports have been revamped to be clearer and more easily understood. Prefixes on many columns have been removed, and several columns have been renamed, such as renaming the Plan column to Payer column.
- Report configuration has been updated with a Columns Selection segment which has been added to the report parameters. This includes toggles for optional data columns to include in the report. These are on by default but can be toggled off to remove that data from the report. This allows you to streamline reports by excluding columns you don’t need.
- Notes: Column selection is available only for certain reports. This option does not apply to Excel (CSV) exports.
- Report configuration has been updated with a Columns Selection segment which has been added to the report parameters. This includes toggles for optional data columns to include in the report. These are on by default but can be toggled off to remove that data from the report. This allows you to streamline reports by excluding columns you don’t need.
Claims
- The Missing Info popup has been updated with Missing/Completed toggles instead of the C-complete and M-missing icons. Moving the toggle from missing to complete will cause the system to run a validation on the items marked complete when you leave the Missing Information window.
- When saving a claim, the Missing Information validation window will no longer appear. Instead, a simpler notification will display, listing any missing information so you can easily see what’s required to complete the claim. If you wish to save the claim without addressing the missing information, click “Yes”. To view and complete the missing details or eAttachments, click “No” to open the Missing Information Details popup.
Dispute Queue
- Created a one-year cutoff for the Requires Attention counter. This allows the system to load more quickly and without timeout or errors. There is now a notification under the Requires Attention counter that says “Showing results from [date]. Click here to load more.” Which will allow you to load items older than 1 year old if you need to view them.
Bug Fixes
Tasks
- Fixed an issue which sometimes caused a 500 error when users tried to export task lists to Excel.
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