New Features and Updates

General

Patient

• New Statement Batch Print Search Options:  We added the Default Provider and the Default Referring Provider as search (filter) options within Statement Batch Print, so only patients with the selected default referring or rendering providers are returned. This option will not affect the generated statement, which will continue to include all charges regardless of the rendering or referring provider on the claim.  

Payment

• Updated The Default ACCOUNT CREDIT &  APPLY ACCOUNT CREDIT Memos:  We updated the default account credit memo, created when an account credit is generated based on a payment or adjustment, to include more information about the credit. In this release, we also updated the APPLY ACCOUNT CREDIT memo line to include additional details (such as the source and check number) that will be visible in the Manage Account and Activity screens once the credit is applied. 

  

  
  
• New ERA Auto Post: Added a new ERA Auto-Post billing option that can be configured by Payer and pay priority (primary, secondary, etc.). Once enabled and configured, the Electronic Remittance Advice will automatically check for errors or warnings on most ERAs and, if the ERA is free of issues ("clean"), will automatically apply the payments with no interaction or review required.  For more information on configuring this new ERA Automation billing option, please visit our ERA Billing Options Tab Help Article.