Highlights
| New Features | Enhancements |
|---|---|
| New Onboarding Process for "In-App Credit Card Processing" (Beta Release) |
Charge Totals now Visible from the Payment Plans EIN The Defaulted Option when Adding a New Provider |
New features
New Onboarding Process for "In-App Credit Card Processing" (Beta Release)
Onboarding customers to our in-app payment processing feature was a time-consuming, multi-step process. It required close collaboration between our Strategic Customer Success team, the customer, and GPI to submit customer information to GPI, secure approval, and integrate credentials into CMD. This limited the speed and ease with which new customers could sign up or existing customers could add new merchant accounts.
This release introduces a new process enabling customers to complete and sign their entire application within CMD without additional intervention. This streamlined workflow allows users to sign up and immediately fill out the application directly from the Services section, with auto-filled data from their office information. A new multi-step dialog screen facilitates entering all required information and provides status updates for pending applications within the IPP Settings.
Please note that this is a BETA (limited) release and will soon be available to all customers. Visit our Manage In-App Credit Card Processing Help Article for more information.
Enhancements
Charge Totals now Visible from the Payment Plans
Previously, the total charge balance was not included when viewing a payment plan. Ideally, this information should be available to visually match the total charge balance with the payment plan balance, ensuring all charges have been added. In this release, we added a column to the main Payment Plan screen displaying the total charges and total balance of charges to help users visually confirm that all charges have been included in the payment plan. We also added these two values to the "Edit Payment Plan" screen.
EIN The Defaulted Option when Adding a New Provider
When creating a new Provider (either in the Provider section or in the New Account Wizard), the "Use which ID number?" field previously defaulted to the SSN. However, most billing is now done under the EIN. In this release, we have set this field to default to "Employer Identification# (EIN)" in both the Provider section and the New Account Setup Wizard, as it is more commonly used than SSN billing.
New Patient # Column within Statement Tracker
A new column for "Patient #" has been added to Statement Tracker. This column will be hidden by default and can be accessed via the "Select Columns" option or the right-click "Select Columns" option. When added, this column will display the patient account number.