Highlights
| New Features | Enhancements |
|---|---|
| New Statement Option for Continuing Visits New "Card on File" Indicator when Posting Payments ANSI (837) Import via WebAPI |
"Tracking" Tasks Enhancement |
New features
New Statement Option for Continuing Visits
CollaborateMD's Statement Automation has always allowed setting a maximum number of statements threshold, ensuring patients receive one only if their statement count is below this limit. However, this was not very effective for institutional inpatient, long-term care, or physical therapy settings, where numerous claims are billed in a short period of time. Consequently, if a patient failed to pay initial claims, they would not receive statements for subsequent ones. To accommodate these use cases, we added a new setting that will reset the "Number of Statements Sent" counter when a balance is newly set to "Due Patient." When set to "Yes," this new patient setting will reset the patient's "Statements Sent" counter to 0 when a claim is changed from another status to "Balance Due Patient" for the first time. For more information, visit our Configure Patient Settings for Customer Help Article.
New "Card on File" Indicator when Posting Payments
We added a new indicator to show if a patient has a credit card on file when using the In-App Payment Processing feature. If the "save payment information for next time" checkbox is selected, users will see the saved card(s) at the bottom of the payment screen. This is viewable when posting a payment from the Payment Post, Claim Payment tab, or Appointment Scheduler Payment tab.
ANSI (837) Import via WebAPI
We added the ability to import ANSI (837) files via new WebAPI endpoints, a feature previously exclusive to the Interface File Import. This enhancement also includes support for the "View Message Content" option within the interface tracker for ANSI 837 files from both API and File Import, enabling users to identify matching fields and better understand issues and errors.
For more information how to view the 837 message content, visit our Retrieve Interface Messages Help Article.
Enhancements
Tracking Tasks Enhancement
We recently added new task types for Statement Tracking and Claim Tracking. In this release, we updated the "Create Task" right-click option for consistency with task options in corresponding locations. These task types will now be used when creating tasks via the right-click option (this means that Claim Tracking now creates a claim tracking task & Statement Tracking now creates a statement task).
Appointment Text Improvements
Updated the appointment text messages so that when users click "Confirm" or "Cancel" it now requires an additional button press. This will prevent accidental confirmations or cancellations from text message previews on some smartphones.