Highlights
| New Features | Enhancements |
|---|---|
| Post Payments and Copays from Practice Fusion New Timeline Option for Due and Overdue Tasks New Dynamic Support PIN |
Enhancements to Claim Tasks |
New features
Post Payments and Copays from Practice Fusion
We added support for transmitting and posting payments and copayments applied in PracticeFusion to the claim in CMD after the claim has been created, based on information received from PF. Now, if "copay" is selected in PF, it is posted as a copay credit in CMD and can be applied automatically based on your copay settings. If "Payment on account" is selected, it will be posted as an account credit in CMD, reducing the manual work required to post these payments. A new Interface Setting has also been created that will allow these payments to transmit to CMD. This new "Allow interface to post Payments?" setting is enabled by default but can be disabled manually. For more information, visit our Manage PF Payments & Copays Help Article.
New Timeline Option for "Due and Overdue" Tasks
Two new Timeline items have been added to the Welcome Screen, that will provide all due and overdue tasks for the day. The new "Overdue Tasks" and "Tasks Due Today" options are automatically displayed for users with the Management role. Other users, or those with custom welcome screens, can manually select these options. When selected, the Task Search report will automatically apply the appropriate filters and pull up the report displaying all the due or overdue tasks for the day. For more information on adding these timeline options, visit our Customize Your Timeline Help Article.
New Dynamic Support PIN
We added a new auto-generated user-level dynamic PIN within the application in order to meet all HIPAA SRA requirements. This Dynamic Support PIN must be provided by users to validate their identity when contacting support via phone or live chat, and will automatically reset every 30 days or when verified by support. You can access your Support PIN two different ways:
1. Locate your Support PIN by going to "Help" in the User Bar and selecting "Show Support PIN."
2. Alternatively, you can access it by navigating to your User Profile and selecting "Show Support PIN.".
For more information visit our Show Support PIN Help Article.
Default Value Codes by Revenue Codes
A new Claim Defaults tab has been added to the Revenue Codes screen, enabling users to set a default Value Code for claims based on the revenue code. Once configured within a Revenue Code, the selected Value Codes are automatically added to claims utilizing that revenue code. This functionality applies to claims entered in CMD as well as interface claims. For more information on enabling this default, visit our Revenue Codes Claim Defaults Help Article. 
Default Diagnosis Codes by Procedure
We also added a new option to the Procedure Codes screen that allows users to set default diagnosis codes for claims based on the procedure code. The new Diagnosis Codes field within the Procedure Codes section allows users to enter diagnosis code(s), ensuring that when a procedure code is entered on a claim, the related diagnosis will populate automatically. For more information on enabling this default, visit our Add CPT/HCPCS Codes Help Article. 
Enhancements
Enhancement to Claim Tasks
We added the ability to filter tasks associated with claims via a new dropdown from the "Tasks" side-bar. There are 3 different claim tasks that are created in the application:
- Claim Tasks: Tasks created in the Claim section
- Follow Up Tasks: Tasks created in the Follow Up Management section
- Submission Tasks: Tasks created in the Claim Tracker section
This new dropdown allows users to filter their tasks in the Follow Up Management and Claim sections by Claim Tasks, Follow Up Tasks, or Claim Submission Tasks allowing you to manage all 3 from the same screen. Your task type preferences will then be remembered for each section when opened in the future.