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New Features & Improvements

Billing & Payments

• New Payer Setting - Claims
  • As of October 1, all Optum payers will require a DQ qualifier to flow with the supervising provider. These claims need to have the Supervising Provider travel in the Rendering Provider Loop (2310B) and Supervising Provider Loop (2310D).

Clinical

• New ICD-10 Diagnosis Codes
  • ICD-10 codes have been updated. These changes became effective on October 10, 2024. 

RCM

• New Non-RCM Payer Flag Option
  • A new option was added to the Payer Rules tab for "Not an RCM Payer" after the "Non-BillCare" option in list. The option is blank by default.

Reporting

• 50640 Report
  • The 50640 Report now includes years up to 2040.
• 5760 Report
  • Several updates were made to the 5760 Report, including adding new codes to the Auxiliary Services Summary, and additional virtual training provided with On-Site training tally.
• 3400 Report
  • Updates were made to the poverty level criteria in the 3400 Report to reflect 2024 poverty level guidelines. In the Change Client screen, within the Misc tab, the Number in household field will default to "Unknown". In the User Defined tab, the Income field will default to "Unknown". These changes were applied to ensure incomplete fields are not automatically added to the report as "0", so that the poverty level is calculated based on the most recent standard.
• 3470 Report
  • Several updates were made to the 3470 Scrub Report, including adding Appointment Type, adding information from the Admissions tab, displaying each billing code billed for the appointment, and removal of various columns.

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Defect Fixes

Billing & Payments

• Polk Country Billing Invoices
  • When creating invoices with multiple clients for a payer that has an invoice display type of "Minnesota County Voucher 2", the correct rates should pull. 
• North Homes Invoices
  • The Vendor Signature field should now print on North Homes invoices.
• Paid and Unpaid Invoice Filter Fix
  • When "Both" is selected from the Show dropdown menu in the Billing module, both paid and unpaid invoices should be displayed. 
• 1300 Report Appointments
  • Any appointments without service lines will now appear on the 1300 Report. 
• 5060 Report Fix
  • The 5060 Report was displaying a mismatch in the number of individuals served. It was updated to tally the correct number of individuals served. 
• Charge Amounts When Resending Claims
  • When claims are resent to a payer, the original charge amount will be sent.

Calendar

• Resource Reservations
  • Resource reservations should be a uniform alignment and size now, filling the entire spot.

Clinical 

• Wiley Practice Planners - Progress Notes
  • When a Progress Note is created, it should pull the Dataset from the most recent Treatment Plan.

Reporting

• Updated WCC-BH Numerator Calculation
  • The numerator was updated to pull in data for the entire measurement year (January 1 - December 31).

System

• Resource Reservation - Location Display
  • Selection of location in the Appointments module will now show in the grid according to what the Location filter is set to.

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