New Features and Updates

General

Claim

• New Productivity Reporting:  Added a new Claim Status button to the claim screen (between the Activity and More buttons). When clicked, it will provide options for:
  • New Claim Status Check
  • Last Checked On mostRecentStatusCheckDate()
  • View All Past Claim Status Reports 

The "New Claim Status Check” option works exactly as the More → Claim Status button works today, including ensuring that the claim is "At Insurance" and showing a dialog if the status was already checked today.

Referring Provider

• New Columns Within the Referring Provider"Show All" List:  When looking up a referring provider, you may be doing so based on a fax, phone call, or email. Therefore, it would be helpful to have additional optional columns in the "Show All" Referring screen with this information. We added the following columns to the referring provider "show all" table that will be hidden by default:
  • Home Phone
  • Cell Phone
  • Fax #
  • Email
• Added New Referring Label Fields:  Added new fields to the Referring Label options when creating a label:
  • Home Phone
  • Cell Phone
  • Fax #
  • Pager
  • Email
    
• New Referring Provider Data Report Fields:  Added the following new report fields to the Referring Provider Data:
  • Home Phone
  • Cell Phone
  • Fax #
  • Pager
  • Email
    

User Management

• New Download Snapshot Permission:  Added a new permission to the Account Administration section. This new "Download Snapshot" permission is required to use the Download Snapshots button under the User Profile menu and will have two levels:
  • Deny: The user cannot download one-time or recurring snapshots
  • Allow: The user can download one-time or recurring snapshots

Note: For users with a "Role" assigned, an Auth Rep or Admin not associated with a role must update the permission to "Allow" for user to be able to download snapshots.