New Products & Features

We have redesigned the Eligibility Details screen so that it will display additional information. Carriers might return additional information when you log in automatically to a carrier portal using the portal authentication available in the Carriers master file. The amount and type of information returned depends on the carrier.

Rebill Claims (PM)
We have enhanced how you rebill claims in CBO office keys. You can now rebill claims for sub-office keys from the CBO master key using the new Office Key drop-down in the Rebill Claims screen.

Collections (PM)
We have added a new Insurance column in the Visits worklist screen. The column shows the insurance name.

Patient Demographics (PM)
We have renamed the Clear button to Add New to clarify that when you click the button you can begin adding a new insurance carrier.

Institutional Paper Claims (PM)
You now have the option of populating the referring provider in either box 76 or box 78/79 on institutional paper claims.

AdvancedPatient (PM)
We are excited to announce patients can now confirm and cancel appointments by replying to AdvancedPatient™ Appointment Reminder emails and text messages. This automates and improves the process of confirming and canceling appointments, saving time for front office staff and giving patients a quick and easy way to manage their appointments.

We have added a new Additional MRN (Medical Record Number) field to Patient Demographics.

System Defaults (PM)
We have added a new system default, Allow Extra Spaces in Claim Note, which gives you the ability to add extra spaces in claim notes.

We have updated the Patient and Responsible Party search functionalities to now consider all phone number fields in a patient’s record when performing a search by telephone number. Previously, the system would only consider the Home phone number field when searching for a patient by telephone number.

Reports (PM)
We have added a new option to the parameters in the Marketing List Detail report to allow you to include the patients’ email in the report.

Master Files (PM)
We have added the ability to scroll through carriers in the Carriers master file. New arrows allow you to scroll forward or back alphabetically based on the carrier Code.

AdvancedInsight (AI/PM)
We have added 25 new default reports. With the recent addition of the Payment Reason Code data fields, we are now providing several new default reports specifically created to use this data. Other new default reports have been added in response to users’ requests.