Release 16.14.0 - July 20, 2026

Highlights

New features

Electronic Statement Configuration Improvements 

Several enhancements have been made to Electronic Statement Configuration as part of our Electronic Statements Enhancements Project to provide practices with greater control and flexibility:

• Per-practice configuration: E-Statement configuration is now set per practice, rather than per customer (consistent with how paper statement configuration already works). Each practice can now have its own Electronic Statement settings, instead of one setting applying across the entire customer account. 

• Default reply-to address: The "Send Email Reply to Address" field will now automatically default to the practice's default email address. This can still be changed to a different address, or turned off entirely if you don't want to accept email replies. This can be done from the "Send email replies from receipts & statements to" new field in the practice section or directly within the electronic statement template options. 

• Patient Comment in Payment Portal: When the option "Use Patient Comment (if exists) in place of the Important Message" is selected, the Payment Portal's Important Message will now be populated using the patient's Patient Comment, when one exists. 

If you need help setting up Electronic Statement Templates, please visit our Configure Manual Electronic Statements Help Article.

Enhanced Eligibility Custom Reporting

You can now build custom reports on detailed insurance eligibility and benefit information — going far beyond simply confirming whether a patient has active coverage.

What's new: Previously, eligibility checks returned rich benefit details (coverage levels, copays, deductibles, and more), but this information wasn't accessible for reporting  and viewing any specific detail required opening each patient individually and reviewing their eligibility report one at a time. 

With this release, that data is now automatically captured and organized so you can report on it directly, across patients.  A new "Eligibility Benefit Data" report category is now available, with two main configurable fields:

• Benefit Type:  Allows you to filter by the type of eligibility benefit (e.g., Deductible, copay, out-of-pocket max), covering roughly 35 standard benefit types returned by payers.
• Benefit Item Value: Allows you to drill into a specific service type within that benefit (e.g., Health Benefit Plan Coverage), with roughly 150 possible values to choose from. 

These new fields connect directly to your existing Eligibility Data reports, so you can build on reporting you already use today. 

Why it matters:
Every payer can return similar information in slightly different ways, and the range of possible benefit details is extensive. Rather than requesting a custom report each time you need a new data point, you can now filter and report on the specific benefit information that matters to your practice. 

For more information on adding these report fields, visit our Eligibility Benefit Data Fields Help Article.

Enhancements

Expanded Availability of Electronic Claim Status

Previously, Electronic Claim Status could only be checked when a claim's status was "At Insurance." Once a customer updated a claim to a different status while working it (including custom statuses), they lost the ability to check status electronically (even if the claim was still legitimately pending with the payer).

In this release, we have updated this so that Electronic Claim Status is now available for claims in most statuses, with restrictions applying only to statuses marked as "Not billed" (collections, denied, rejected, or balance due patient). Customers using custom statuses to track claims through Insurance AR can now continue checking Claim Status electronically as they work a claim, instead of losing that ability as soon as the status changes.

New Payment Automations by Procedure Code

We added a new Procedure Code option to the Payment Automation criteria (above Payment Amount), allowing a single procedure code to be selected so the automation only runs when it matches the charge's procedure code. 

Visit our Add Payment Automations Help Article for more information.

Eligibility Now Shows More Details Within the Plan Number 

When an eligibility response is received, the "Plan Number" field, located under the "Subscriber/Plan Information" tab, previously displayed only the plan number. This number is the unique identifier assigned by the payer to a specific insurance plan, helping the customer distinguish which of the many available plans a patient has. It is used to identify the precise benefits, coverage, and cost-sharing amounts associated with the patient's policy.

Accurately identifying a patient's plan is important for any practice, but it is critical for California IPA plans. In California, Independent Physician Associations (IPAs) are often tied to specific medical groups and PCP networks. The plan number acts as a code to identify the exact health plan and managed care plan network, which directly dictates patient benefits, PCP assignment, and required authorization procedures for services. When we receive an eligibility response message, it sometimes includes an additional segment with the name of the Group, Plan, or Network associated with the plan number.

In this release, when the eligibility response message includes an additional segment with the group, plan, or network name, we will now include the plan name when it is provided with the plan number in the response. This will assist practices that handle California IPAs by offering an additional reference point to minimize errors.  

Patient Activity: "Show Net Amount" Option Relocated for Easier Access

The option to display the Net Amount (expected revenue) in the Patient Activity listing has been moved to a more accessible location. Previously, this option was located in Patient Settings, where it was difficult to find. It has now been moved to the Activity View Options popup, appearing as a checkbox directly under "Show Entered Dates." When checked, the "Show Expected Revenue and Net Balance" option will display an Expected Revenue column in the Claim Activity window, as well as replace the Balance column for a Net Balance Column.

Resolutions

Dashboard: Corrected "Days in AR" Calculation

A previous change caused the "Days in AR" dashboard to be calculated by counting only the days on which charges were entered, rather than all calendar days a charge remained outstanding. For practices that enter charges just a few times per week but bill on a regular schedule, this caused charges to appear to "age" only on entry days, significantly understating how long they had actually been outstanding.

In this release, we corrected this so that the "Days in AR" dashboard now correctly counts all calendar days a charge remains outstanding between billing cycles, regardless of how frequently charges are entered.

Payment (ERA): Unpaid Codes Not Applied When Processing Secondary Payer

Corrected an issue when processing a secondary payer's ERA, where the claim was incorrectly marked as Paid, and the PR-2 (patient responsibility) adjustment code from the remittance was not being captured. The PR-2 is now correctly being captured and applied when processing secondary payer remittances, ensuring the claim reflects the accurate payment and patient responsibility status.

Resolved Issue: "Find a Time" Option Not Returning All Available Appointments

We corrected an issue where the "Find a time" feature in the appointment scheduler did not consider appointment blocks correctly and returned very few results, failing to show all available appointment time slots.

Resolved Issues: Fee Schedules CPT Cache Not Updating After Procedure Code Changes

When a procedure code was updated within a fee schedule, the change was saved correctly to the database and properly logged in the audit trail. However, the record's "last modified" timestamp was not being updated as part of that change. Because the system uses this timestamp to detect updates, the cache did not recognize the procedure code as changed, meaning the update may not have appeared for other users or in places that pull from the cached data until a later.

The "last modified" timestamp is now correctly updated whenever a procedure code is changed within a fee schedule, ensuring the cache reliably picks up the change.

Claim Control: Fixed Diagnosis Duplication When Combining Institutional Claims

When combining institutional claims in Claim Control, the principal diagnosis was being incorrectly duplicated as an "other diagnosis" on the combined claim (even in cases where both claims shared the same principal diagnosis). This issue has been resolved, along with related issues identified when combining institutional claims. Diagnosis codes are now combined correctly, without duplicating the principal diagnosis as an other diagnosis.

Resolved Issue: Eligibility Date of Birth Correction Not Suggested When Mismatched

When an eligibility response returned a different Date of Birth than what was on file in CollaborateMD, the system did not prompt the user to correct it, even though similar correction suggestions were already working for other fields, such as name and member ID.
The system now correctly evaluates Date of Birth as part of its correction-suggestion logic, alongside existing checks for name and member ID. When a mismatch is detected, users will now be prompted to review and correct the DOB in CollaborateMD, consistent with how other field mismatches are handled.

As part of this release, we are continuing our ongoing work to assess, monitor, and address any security vulnerabilities.