Highlights
| New Features | Enhancements |
|---|---|
| More Universal Import Updates | New GPI Onboarding Tooltips Revenue Code-Specific Taxonomy Codes |
New features
More Universal Import Updates
This release introduces further enhancements and updates to the Universal Import feature, streamlining the process of mapping imported columns to CollaborateMD fields. The system now supports importing addresses consolidated into a single column by automatically recognizing individual address components (street, city, zip, etc.). Additionally, we have added support for importing multiple insurance policies from a single column to accommodate various export formats. Please note that we still recommend keeping address fields such as street, city, state, and zip code in individual columns whenever possible.
This release includes updates to ignore "N/A" fields in columns, eliminating the need for manual removal prior to upload. We have also improved payer name matching, allowing files to be uploaded without editing names containing extra parentheses or special characters. Additionally, refinements to the AI prompt will minimize unexpected errors during file imports. 
Continue checking our release notes for further Universal Import updates and enhancements coming soon.
Enhancements
New GPI Onboarding Tooltips
Several sections of the GPI In-App Payments application have caused customer issues; for example, entering incorrect placeholders for average transaction amounts has led to application delays or denials. In this release, new tooltips have been added to the merchant details screen during GPI onboarding to clarify these fields. Hovering over these fields now displays a tooltip explaining the required information. Tooltips have been added to fields such as types of goods, services, annual volume, average sale price, and sales channels, to assist customers in completing the required information.
Revenue Code-Specific Taxonomy Codes
Vermont Medicaid requires specific taxonomy codes for certain behavioral health institutional claims, depending on the revenue code used. To comply with these billing guidelines, a new "Taxonomy Code Override" field has been added to the Revenue Code section within the Claim Defaults tab. This allows users to assign specific taxonomy codes to individual revenue codes.
Please note that this feature requires a feature flag. If you require access to per-revenue code taxonomy overrides, please request it via a support case.
Resolutions
Claim Control Incorrect Warning
Some users previously encountered warnings in Claim Control when a claim contained charges with multiple statuses. Because the system's ability to update these statuses depended on the things like the processing order, the behavior was inconsistent and confusing.
In this release, we resolved this issue so that Claim Control now correctly processes charges regardless of their individual statuses within a claim.
Incorrect Warning for "Forgot Password" option
New Institutional Claim Edit: TOB 86x
We have added a new institutional claim edit for bill type 86. These inpatient claims generally do not involve a hospital admission; therefore, by default, we do not transmit admitting diagnoses or related admission fields. If customers using bill type 86X experience rejections or denials due to missing admission information, they may request this edit via support. We can then enable their payer to ensure the admitting diagnosis is included when the bill type begins with 86.
Custom Edits (Aptarro) Issue
We resolved an issue regarding custom edits at Aptarro where certain submitter IDs were missing from our system despite being previously established. All affected submitters have been corrected, and we have implemented measures to prevent submitters from being inadvertently removed in the future.
As part of this release, we are continuing our ongoing work to assess, monitor, and address any security vulnerabilities.