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Latest Updates

10/23/2025 - 2025.2.2.2/2025.2.2.5

  • Added statement type "X" to indicate account has been turned over to MSCB for management of patient statements/payments.
  • New Worklist for Credit Balance Accounts

02/04/2025 - 2025.1.22.15

  • Streamlined side menu.
  • Moved Recent Accounts to the top menu bar.

01/30/2025 - 2025.1.22.1

  • NEW FEATURE - Reverse Payments/Adjustments with a click! Right-click on a payment/adjustment entry, and click the "Reverse" label. The system will enter an offsetting transaction.
  • More fixes to the Remittance Posting functionality.

01/21/2025 - 2025.01.21

  • Completely reworked Remittance processing. This now allows to view and post all remittances that were returned. This is no longer limited to Medicare.

10/31/2024 - 2024.10.31

  • Corrected Issue with Documentation not launching.

10/28/2024 - 2024.10.28

  • Corrected issue with removing Charge Master detail lines.

09/24/2024 - 2024.9.24

  • Corrected errors occurring in Posting835.

08/18/2024 -2024.8.18

  • Corrected issue where client invoice credits were not being picked up without manual intervention.

08/06/2024 - 2024.8.6

  • Added GZ modifier for charges and updated LMRP validation logic to pass when GZ modifier is selected.

06/24/2024 - 2024.6.24

  • Change in how CPT modifiers are added. This is now a drop-down on the charge line.
  • Added OIG exclusions to claim validation.
  • Correction: Account balance was not displaying correctly in banner.

05/16/2024 - 2024.5.16

  • Correction: Indicating payment is refund was not setting payment status.
  • Added refund batch functionality to Batch Remittance.
  • Correction: Charges did not refresh after client change.

04/10/2024 - 2024.4.10+

  • Significant updates to performance overall
  • Account Maintenance user interface updates
    • Insurance tab separate to 3 tabs (Primary, Secondary, and Tertiary)
    • Guarantor info tab combined with Demographics tab
    • Charges tab user interface updates
    • Notes tab user interface updates
  • Client Invoice user interface and performance improvements

12/18/2023 - 2023.1.1.555, 2023.1.1.556

  • Corrected issue where miscellaneous charge did not accept amount correctly, and standard charge required entering an amount to process. This now works as expected.
  • Corrected issue where State/Zip field was being cleared in Collections batch run.

12/11/2023 - 2023.1.1.554

  • Added wait form dialog for client invoice processing.

11/15/2023 - 2023.1.1.552

  • Changed appearance of credited charges in AccountForm Charges tab.
  • Changed Show Credits checkbox to maintain selection between refreshes.
  • Removed Generate Claim button on the AccountForm billing tab. Claims should only be generated from batch job.

11/7/2023 - 2023.1.1.551

  • Correction to validation routine. CBILL charge was giving false validation errors.
  • Corrected null error with old DX codes.

10/31/2023 - 2023.1.1.549

  • Add variable amount CDM capability.
  • Added zero balance filter to Worklist.
  • Add error check for fee schedule not defined on client when adding charge.
  • Change claim initial hold (SSIBillThruDate) system parameter from date to number of days.

9/13/2023 - 2023.1.1.547

  • Various performance fixes.
  • Expanded input box for account notes.
  • Modification to physician name validation to allow apostrophe in name (ie. O'Brien will now be a valid last name).

8/21/2023 - 2023.1.1.543

  • Fix to Legacy Remittance posting to correct issue where all lines were not posting payments.

8/2/2023 - 2023.1.1.541

  • Updates to claim generation
  • Performance updates.

7/26/2023

  • Completed functionality for provider maintenance. Provider records can now be added & edited from the Dictionary menu.

See Provider Maintenance

7/24/2023

  • Fix for self-pay accounts when setting Ready to Bill. Setting Ready to Bill will now validate correctly, and set the patient statement flag to "Y".

7/17/2023

  • Fix for database locking issue. Database was getting locked by nightly account validation job preventing anyone from connecting to the database.

7/12/2023

  • Additional corrections to setting credit flags for financial class or client changes.

7/11/2023

  • Corrected issue where credited flags were stopping charges from being picked up on claims and client invoices.

7/6/2023

  • Corrected issue where charges did not reprocess when client was changed to or from HC.

6/29/2023

  • Disabled ability to sort by column in Batch Charge Entry. Sort will always be by order entered and cannot be changed.
  • Fix for LMRP checking to be only for Medicare (FinCode A).

5/31/2023

  • Setting and Clearing Claim hold status can now be done from within the account form, not just the worklist.
  • Clear Hold Status & Set Hold Status items are under the Account Menu.

5/9/2023

  • Updates to Batch Remittance
    • Improved data integrity (batch data is saved as keyed)
    • Added New Batch button to start a new batch
    • Removed WriteOffCode selection box
  • Corrections to financial code changes.

5/1/2023

4/10/2023

Added announcements on Dashboard.

4/7/2023

  • Removed validation for insurance policy number.
  • Removed CLIENT financial code as an option when creating an account.
  • Added Insurance Plan name to Worklist. List can now be sorted by insurance plan by clicking the column header.

4/5/2023- Added help/documentation facilities.