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New Features & Improvements

Billing & Payments

  • Linked Vantage Payments
    • Vantage payments have been linked to Vantage payment transaction history.

Clinical

  • Client Ethnicity - New Option
    • Within the Client card, the "Unknown" option has been added for the Ethnicity field.

Reporting

  • 2200 Report - Edits to Report Filters 
    • Edits were made to filters of the 2200 Report to increase accuracy. Filters were added for Location and Program. The requirement to select a Client Group when a location/program is selected has been removed. 

System

  • Help Menu - Suggest Enhancement Option
    • When a user selects the Suggest Enhancement option from the Help menu in the application, it will direct to the Aha! Idea Portal.    
  • Password Reset Link
    • From the application log in screen, when a user clicks the link next to "Forgot your password?", it will navigate to the Knowledge Base in Salesforce.  

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Defect Fixes

Billing & Payments

  • Time Entry Settings Fix
    • In Settings > Setup in the Time Entry section, if option Allow/do not allow units for no-shows is set to "Do not allow", when the user navigates to the Time module and sets the service status to "No Show", the units field will change to "0".
  • 1300 Report - Appointment Billing Status Fix
    • Any appointments without service lines should appear on the 1300 Report
  • Data for ERAs
    • The Data column for ERAs with the same file name will contain the same data regardless of owner. 
  • Insurance Billing Code 1003 Lodging 
    • Users were previously unable to add Revenue code 1003 to an authorization subtab without receiving an error. This has been resolved.

 

Clinical

  • Payers Sorting Fix
    • When clicking the Payers header in the Eligibility module, the Payers are now sorted alphabetically based on the primary payer first and then the secondary payer. 
  • Dashboard Permissions Fix
    • Permissions have been updated so that only users with the "Add, change delete organization-wide dashboards" permission, are able to add organization-wide dashboards that are visible by all users. Users without access are only allowed to add private dashboards that are visible to themselves. 
  • Change Client Tabs Navigation Issue
    • An issue was fixed that will allow a user to navigate through Change Client tabs without error. 

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