What's New in Release 13.6.2

Adjustments for accounts in collections and state debt

It is now possible to adjust the balance on claims that are in collections and state debt.

The "Adjust balance" button is available on the Credits tab on the Claims page.

When clicked, the "Adjust balance" window displays. Clicking the Payer field displays a list of payers that are currently on the COB.

Viewing/Masking social security numbers

Social security numbers are masked on all pages on which they display. To view the last four digits, click the show/hide icon next to the SSN field.

The show/hide icon is displayed only to users with the "View SSN" permission enabled on their account. If the user's role is Supervisor, Pre-biller, or Follow-up, this permission will be enabled automatically. For other roles, the permission can be granted manually. Without this permission, users will see the masked SSN but will be unable to view the last four digits. As an Admin, you can modify a user's permissions by navigating to Admin > Billing > User Accounts. For more information, see Billing Roles and Permissions.

A couple more things to note:

  • The SSN field changed from three fields to one. The standard format is XXX-XX-XXXX (the dash will be inserted automatically).

  • If no SSN exists for the patient's account, the SSN field will not display in the header on the Claim page.

New transaction types in payment posting

The following four transaction types were added to the list in payment posting:

  • Direct to agency

  • Cost center

  • Balance transfer

  • Lockbox

Credit type added to the accounting period .csv

To enable the reporting and identification of refunds, takebacks, and payment reversals in Accounting Periods, we have added a new column called "Credit Type" in the Accounting Period > Payment hyperlink on the Payment amount > CSV download by profit center (part of the zip file). This column is displayed between the Transaction Type and Payer columns.

MCM - Only show users of company in Assign To field

In an MCM environment, some users of the parent company are allowed access to only a subset of the child accounts managed by the parent. In this release, we are restricting the "Assign to" drop-down list in the claim header of the child company to show only users who are members of that child company.

The following issues were resolved in release 13.6.2:

  • A customer reported latency when adding or editing payers in the Allowable Amounts tab.

  • A customer found that the system was missing vehicle information in the appropriate fields.

  • Claims in a customer system was missing accounting period information.

  • During claim creation, users could not verify a patient account when the patient was added via Admin > Billing > Patients.

  • The posting payer designation on the COB changed from secondary to tertiary after a transaction was posted to the primary payer.

  • A customer was experiencing an error when importing an 835 file from Waystar caused by a single line item from a previous billing system