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New Features & Improvements

• New 837P Options
  • A new option for the 837 Professional (837P), "Exclude CCBHC Claims until TPL is complete" has been added. When selected, this option will restrict all services with a Service Definition Category of "CCBHC-PPS1", "CCBHC-PPS2", and "CCBHC Shadow Claim" from being billed if there is an associated CCBHC Shadow Claim that has charge for a prior payer. CCBHC billing for those services will be held back while the charge(s) for the prior payer have a Status of Active, Outgoing, Working, or Denied. Once the Charge Status for the prior payer has been set to Done, and the CCBHC Payer charge has been created, billing for the CCBHC services will occur in the next billing run.
  • A new option for the 837 Professional (837P), "Report $0 for CCBHC Shadow Claims", has been added. When selected, all services with a Service Definition Category of "CCBHC Shadow Claim" will be reported with a Charge amount of $0.
• New Add Defined List Record Option
  • In Configuration - Setup > Defined Lists, users can now add new records to defined lists via a new +Add Defined List Record option. A Add Defined List Record modal window will open for users to input values when adding a new defined list record. If all values (excluding StartDate/EndDate) are blank, a message will appear: "Record must contain at least one value (excluding StartDate/EndDate)". The Save button will be disabled is all non-Start/End date values are blank. Users cannot save a record with only an End Date or only a Start Date. For existing records, a caution icon will appear next to any defined list record with missing or invalid data. Hovering over the icon will display the message: "This defined list record has missing or invalid data." Records with missing information will default to the top of the list for easy identification. This update enhances the user experience by ensuring data integrity and providing clear guidance on required fields.
• New AHC-HRSN Screening Tool Form
  • A new form required for CCBHCs, CQMs, and ONC standards called AHC-HRSN Screening Tool has been added to the system on the Timeline. Users must configure the AHC-HRSN Screening Tool form within Configuration - Client Chart > VHR Timeline  to make it available.
• Update to $0 Payments Billing
  • An update has been made to the way $0 payments affect Charges with a Status of Done. If the $0 payment is a Denial, an Unapplied Payment will now be created. If the $0 is not a Denial, no payments will be created. A Denial is identified by the Transaction Definition being set as a Denial transaction.
• Enrollment Discharge Reasons Defined List - Updated Fields
  • The Enrollment Discharge Reasons defined list now includes the following fields: Code, Description, EndDate, and StartDate. Code and Description are mandatory fields while EndDate and StartDate are optional. This update improves the management of enrollment discharge reasons by providing more flexibility and ensuring data accuracy.
     NOTE:  The selection in the Client Enrollments screen will respect the Start and End Dates of the Discharge reason. This does not apply to custom enrollments screen. 
• Update to Service link in Claims
  • The service link in the Claims modal has been updated to blue to match other hyperlinks on the Claims screen. All hyperlinks, including the service link, are now consistently displayed in blue. Clicking the service link will open the associated service. This update ensures a uniform appearance for hyperlinks, enhancing the user experience.
• Changes to Aging Detail By Payer & Aging Detail for Export Reports
  • Changes were made to the Aging Detail By Payer and Aging Detail for Export reports concerning Unapplied Payments. Previously, Unapplied Payments not associated with a charge, remittance, or service were displaying as blanks. Now, an asterisk (*) will display if this is the case. In addition, these reports also display the created Status for clarity.

Defect Fixes

• Payer Rate Override Fix
  • In Configuration - Services/Payers > Payers > Rates, an issue was fixed where the Rate Override Save button was enabled without completed required fields in the Payer Override screen. 
• Client Date of Birth Field Issue
  • An issue was resolved where when updating the Date of Birth manually on a newly created Client would present an error.
• Duplicate Remittances Issue
  • An issue was resolved where remittances were displaying as duplicates in the Remittances > Batches screen. 
• Claim Reprocessing Fix
  • An issue was resolved where a claim could not be reprocessed if a Void Request was created.
• Program End Date Issue
  • An issue was corrected where users were unable to add programs to a diagnosis when the program's start date is after the existing diagnosis date. The dropdown menu will continue to recognize and respect program end dates.

Addendum: The following item was released with Version 3.66 but previously omitted from these release notes.

• Progress Note Form Tab Function Issue
  • An issue was resolved where users were unable to cycle through the fields in Progress Note form using the tab key. This was occurring due to the Service form retaining the focus of the tab function. 

To download the complete list of release items: Release Items January 17, 2025 Version 3.66

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