Highlights
| New Features | Enhancements |
|---|---|
| Task Management for Statements New Post Only Payment Permission New Payer-Level Authorization Billing Alert |
AR Aging By Net Amount New Electronic Statements Report Fields |
New features
Task Management for Statement Tracker
As part of our Task workflow improvements project, we added the ability for users to create and manage Patient Tasks based on specific statements within Statement Tracker. Similar to previous enhancements that added tasks to Claim Tracker, Claim Control, and Follow-Up Management, this enhancement allows customers to track statements requiring attention. These tasks include due dates, links, descriptions, statuses, and priorities, and can be assigned to individuals or specific user groups within your organization. Please note that some task management options are exclusive to Plan 3 and above. For more information, visit our Add a Diagnosis Code Help Article
We also added a new "Statement" Task Type that allows users to specifically search for statement tasks. For more information, visit our Statement Tracker Task Options Help Article 
New "Post Only" Payment Permission
Some larger practices or billing services allow certain users to collect patient payments but want to restrict their ability to choose which charges to apply them to. In this release, we added a new “Post Only” level to the existing Patient Payments permission, that will allow the user to post new payments as credits but will prevent them from being able to apply payments, account credits, discounts, or credit/debit adjustments. We also renamed the existing “Allow” level for this permission to “Apply” which will still allow users to post patient payments and apply discounts, credit/debit adjustments, and account credits. 
New Payer-Level Authorization Billing Alert
We previously added code-level authorization alerts to set a prior authorization requirement as a default on the code. On this release, we added the ability to add payer-level authorization alerts, which will help users ensure claims have the proper authorization information before submission. The new Require prior authorization for this payer option will set the requirement for all claims that have that payer set as primary.
When the new payer level option is enabled, a warning will be issued during the claim review since a pre-authorization is required and no authorization number is set on a claim. For more information visit our General Billing Options Help Article. 
Enhancements
AR Aging By Net Amount
We added a new option within the A/R Aging Gadget that allows users to see A/R by Net Amount (expected payment) received from the payer instead of charge amount. This option will show the expected revenue before any insurance adjustments. For more info, visit our AR Aging Gadget Help Article.
Drilling down to the Charge Aging Report from the gadget now also allows you to add columns to your report for Charge Net Amount and Charge Net Balance. 
New Electronic Statements Report Fields
We added 2 new report fields under Patient Data > Electronic Statements for Patient Email Address and Patient Phone Number that allow users to report on where patients are set to receive their electronic statements. Visit our Electronic Statements Report Fields Help Article for more information.