New Features and Updates

General

Appointments

• Added UI Improvements To The Scheduler's Eligibility & Forms Icons:  We reduced the size of the Eligibility and Forms icons and allowed them to take up vertical space when available, enabling more appointment information to be visible on the scheduler.  We also changed the color of the "intake forms sent but not filled out" icon from yellow to gray, distinguishing it from the "intake forms not sent" icon.

Patient

• Updated The Statement Tracker "Status" Column: Updated the Statement Trackers Status column to include the "user printed name." This allows users to see the print status, as well as the individual who printed the document, which improves the auditing process.

Claim

• New Enhanced Auditing (Show History) for Claims:  CollaborateMD has been working on a new enhanced auditing project that provides offices with an easy and transparent way of auditing changes made in the application. We previously released our new Enhanced User Auditing feature in the Customer Setup and Patient sections of the application, allowing users to see a detailed list of changes made to specific records throughout the application. 

  In this release, we are expanding our Enhanced Auditing functionality to the Claim section enabling users to track modifications, changes, and updates made to claims within CMD for better auditing and accountability. With the new "Show History" feature, you can now determine which user changed specific Claim information in the software and when, by providing an auditing table with all updates or changes made to a record, including the user, date and time, and the item changed.  

  These new auditing records are also included in our existing User Audit Report, making it an even stronger tool for auditing multiple records simultaneously. The Show History capability has currently been deployed in the Customer Setup, Patient, and Claim sections, and we will be adding it to other sections of the application systematically.

  For more information on using our new Add New Same/Similar Code List feature, please visit our Enhanced Auditing Help Articles.

  
  
• Status Control's  "Current Payer" Column Update: Updated the Status Control results screen to show more details about which payer is displayed. The "Current / Primary Payer" column will now be "Current Payer," and will include the payer priority (primary, secondary, tertiary) in parentheses if the filtered charge status is a payer status. 

Customer Support

• New Signature Type Column Within Agreement Lookup: Added a new column, hidden by default, to the agreement lookup screen. This column will store and display the "Signature Type" (based on the Provider Action field received from ePS) and includes a new report field under Agreement Data. The possible actions for the "Signature Type" are:
  • * Electronic Signature
  • * Online Enrollment
  • * Wet Signature
  • * Other

Payment Portal

• New UI Updates to The Payment Portal: Added some UI enhancements to the Payment Portal related to new colors and margins for better consistency and a better customer experience. We also updated the Payment Portals password requirements to now require at least 12 characters and disallow the reuse of any previous passwords.