Highlights
| New Features | Enhancements |
|---|---|
| New Split Claim Feature Enhanced Auditing for Fee Schedules & Customer-level Settings |
A/R Control Payer Filter Renamed |
New features
New Split Claim Feature
There are certain scenarios where claims need to be split. This could occur when an interface sends a single visit that should have been billed as multiple claims, or when a secondary payer has different bundling requirements than the primary payer. In these cases, users previously had to delete and re-enter payments or completely recreate the claim and duplicate the payments. To streamline this process, we released a new Split Claim feature that allows users to take a single claim and quickly split it into multiple claims. This option within the More menu in a claim enables users to move selected charges, including any existing payments, to a new claim, saving a significant amount of time. 
This new option allows users to select which charges will transfer to the new claim simply by checking them. Once moved, any associated payment history is automatically transferred, even if the claim has already been submitted. Please note that you are only able to split one claim into two. If you wish to split it further, you can reopen the claim after splitting it once.
Knowledge base articles
New Enhanced Auditing (Show History) for Fee Schedules & Customer-level Settings
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, and Interface 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 the Fee Schedules and all Customer-level Payment, Claim, and Patient settings, enabling users to track modifications, changes, and updates made to fee schedules and settings for better auditing and accountability. With the new "Show History" feature, you can now determine which user changed/updated a specific setting or fee schedule 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 has currently been deployed in the Customer Setup, Patient, Claim, Appointments, Payment Profiles, Interface Settings, Fee Schedules, and Customer-level Setting sections, and we will be systematically adding it to other sections of the application.
Knowledge base articles
Enhancements
A/R Control Payer Filter Renamed
Previously, the existing A/R Control "Payer" filter could potentially confuse users who might expect it to "show any claims with this payer on it" instead of "showing claims currently at this payer," which is what it actually checks. In this release, we updated the filter name from "Payer" to "Current Payer" to better reflect its actual use. Please note that only the name has changed; the filter itself remains the same.
Knowledge base articles
Net Amount now available in the 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.
Knowledge base articles
Resolutions
ERA Contract Updates
When a contract warning appears in the ERA section, we will no longer allow users to update the contract from the ERA warning if the allowed amount is $0.00. Previously, this could allow users to incorrectly update their contracts based on a $0.00 allowed amount, when it was actually a claim denial or rejection and not a reflection of a contract needing to be updated. The warning itself, if your contract amount doesn't match the allowed amount, will still show (alongside informational items stating that the payer did not pay); however, the system will not allow you to update the contract directly from the warning.