Highlights
| New Features | Enhancements |
|---|---|
| Tasks Available in Multiple New Sections New Enhanced Auditing (Show History) for Contracts |
Net Amount now Available in Activity Report Incremental Data Snapshot Option |
New features
Tasks Added to Multiple Sections
We added the ability to add tasks reminders associated with specific records within more sections of the application in order to keep track of items that need to be completed. Tasks can have due dates, links, descriptions, statuses, and priorities. Please be aware that some of these task management options are available in plan 3 and above. You can now assign the following tasks to yourself or to specific users/groups within your business:
Report Snapshot Tasks
A new option was added to create tasks from a Report Snapshot, allowing you to assign a user or group to review specific report results. Creating a task from a report will have the report snapshot linked to it and will be available for 90 days. For more information on saving and creating a task on a report, visit our Create a Task for a Report Help Article
Appointment Tasks
We also added the ability to create and link tasks to specific appointments. Users can access this feature via the right-click menu within the scheduler or the new tasks side panel option. Visit our Appointment Tasks Help Articles for more information on adding and managing appointment tasks.
Tasks From Claim Control
We added new Task Options within the Claim Control screen, allowing users to create and manage tasks associated with specific claims. This new option allows users to create and link tasks to multiple claims at once, as well as reassign and delete them simply by checking them off. For more info on creating tasks from Claim Control, visit our Claim Control Task Options Help Article.
Tasks From Claim Tracker
We also added new Task Options within the Claim Tracker screen, allowing users to create, manage, reassign, and delete tasks associated with specific claims simply by checking them off. Tasks can also be linked to multiple claims simultaneously. Visit our Claim Tracker Task Options Help Article for more information.
New Enhanced Auditing (Show History) for Contracts
CollaborateMD has been working on a new enhanced auditing project that will provide 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, Patient, Claim, Appointment, Payment Profiles, Interface Settings, Fee Schedules, and all Customer-level Payment, Claim, and Patient settings 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 Contracts, enabling users to track modifications, changes, and updates made to contracts for better auditing and accountability. With the new "Show History" feature, you can now determine which user changed/updated a specific contract in the software and when by providing an auditing table with all updates or changes made to a record, including the user, date, time, and the record 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 will be systematically added to other sections of the application. For more information visit our Enhanced Auditing (Show History) Help Article.
Enhancements
Net Amount now Available in Activity Report
We added a new user-level setting to the Patient Settings to display the Net Amount (based on the allowed or contracted amount) in the Patient Activity section. When set to "Yes" (the default is "No"), the Net Amount and Net Balance will be shown in the Claim listing in the Patient Activity. 
This option was added to allow users to view claims on a net basis. When this option is selected, the Balance column will no longer be displayed. Instead, users can utilize the Net Amount and Net Balance columns to see the expected revenue, regardless of whether a contractual adjustment has been entered yet.
For more info on enabling this setting, visit our Configure Patient Settings Help Article.
New Incremental Data Snapshots
In this release, we added a new option for Recurring Data Snapshots to minimize processing time. This option captures only changed items in larger tables, rather than a complete daily database snapshot. When configuring this new "Incremental Snapshot" option, the initial snapshot (or the first snapshot after adding a new customer to a combined snapshot) will be a full snapshot. Subsequent snapshots will export smaller files containing only changed data for Patient, Claim, Charge, Credit, and Activity tables; all other datasets will receive full data. This ensures your snapshot is prioritized and available sooner than full snapshots. Visit our Recurring Data Snapshot Help Article for more info on setting up an Incremental recurring snapshot.
New Aggregation of Text Columns on Reports
We updated the Report Builder to allow aggregations of text columns (in addition to numeric and date) into List, Unique List, Count, and Count Unique. This allows users to create reports detailing payment information, such as a list of payers for a specific claim, a report of all remittance codes, or a summary of distinct check numbers, in order to prevent duplicate lines. 