Insurance Plan Tags: There is now the ability to group Insurance Plans with an Insurance Plan Tag.  

Denial Code Tags: There is now the ability to group Denial/Reason Code with a Denial Code Tag

General Codes File Maintenance: Setup of Insurance Plan Tags, Denial Code Tags, Procedure Code Tags and Visit type Tags

Patient Communication - There is a new tab for the selection of Insurance Tags.

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Report Builder - Template:  Credit Search - Filter report by Denial Code Tag and new field for Denial code Tag

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Automatic Crossover Secondary Claims will now be marked "deleted" when a primary claim is rebilled (a new claim is generated) and the old claim is marked "deleted."

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Credit Posting - When manually moving the unapplied Payments to outstanding charges in Credit posting, the system will set the unapplied payment to “Send Statement No” if the full amount of the unapplied payment is disbursed.

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Patient Communications (family system) - In the menu item Billing->Send email and Billing->Send Text Message, input list creation can now be used and created for families. If you are using the Collection module, you can select a Patient Pool and automatically build an input list of families in that pool and then use that list to send emails or text messages.

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Report Builder - There are new navigation buttons for “Patient Registration” and “Inquiry” if the report includes the field Guarantor Number.

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Collections Workscreen - If the button “Work Pool” is selected, the default search will be a guarantor in a family system. If no pool is selected and the “Work Pool” button is used, the user may search for a family or add a family into collections once the search is complete.

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Company File Maintenance - Practice Time Zone field has been added. If this is not currently set, please set the correct timezone and hit the “Ok” button to save.

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Claim Review: “Add Selected Charges to Claim”  - If this feature is used to add a charge to an existing claim for the same date of service, the services added will also now be included in both the primary and secondary claims.