8.2.5 Release Notes

Refunds and Reversals

Improved support for refunds and reversals
A refund is defined as a negative payment.
A reversal is defined as a negative adjustment.
Refunds and reversals may be applied from:
- Line Item Posting
  - A - Insurance Payment & Adj
  - B - Insurance Payment Only
  - C - Patient Payment
  - D - Patient Co-Pay
  - E - Credit Adjustment
- EOB Posting
- Transaction Maintenance (Delete/Undelete)
- Credit Management (Refunds Only)
Added option to readjust account credits when saving refunds and reversals.
- WILL readjust both linked account credits (8.2 and later) and unlinked account credits.
- WILL readjust automatic transfers for negative balances.
- ONLY readjusts unused portions of account credits.
- ONLY readjusts account credits associated with the charge.
Credit Management
- Applies refunds as negative payments.
- Provides for entry of check number, memo line, and refund date.

Payments - Line Item Posting

Refunds can now be applied to existing account credits on a charge. When entering a negative payment the memo line will automatically reflect the refund. To apply against account credits, check the option "readjust account credits on this charge". In order to enter negative payments from the insurance payment and adjustment screen, set the status to "Refund/Reversal".
Fixed bug preventing insurance payments and adjustments from being posted against debits.
#10079967 - Claims with Denied status showing up as Send to Primary

Payments - EOB Posting

Refunds can now be applied to existing account credits on a charge. In order to refund money from EOB Posting, set the status option to "Refund/Reversal" and enter a negative payment and/or a negative adjustment. To apply against account credits, check the option "readjust account credits on this charge". Please note that the term "refund" applies to negative payments, and "reversal" applies to negative adjustments.
Fixed bug causing duplicate remittance codes to be recorded when updating payments.
#10079689 - EOB Posting, correct notes that where not payment notes not appearing.
#10080153 - EOB credit memo line is being initialized after in the client view on retrieval after being saved even if a credit was not created. This memo line does not exist in the database and is only a client view initialization error.
#10080206 - EOB validation checking for remaining balance when committing a check was not picking up a 1 cent difference.
#10080278 - Some auto apply checks are throwing an exception when being view from eob posting.
#10080150 - Credit links are not being set on account credits created after an EOB has been saved.

Payments - Auto Apply

Do not include insurance check on account credits. This will cause problems when opening the check in EOB Posting.
Do not error out if remit codes are not found. Some insurance companies have been sending invalid remit codes.

Payments - Credit Management

Refunds from Credit Management are now applied as negative payments. When entering a refund enter the amount to be refunded, the refund date, the check number and the memo line. Refunds entered from Credit Management will automatically be applied to existing account credits on charges. Keep in mind that this section only applies refunds (negative payments). If a reversal (negative adjustment) is needed it will have to be applied from one of the other posting sections.

Payments - Account Posting

Payments - Adjustment

Payments - Transaction Maintenance

Payment and adjustment memo lines can now be altered from transaction maintenance.

Scheduler

Server side fix for infinite loop when connection fails.
Fixed issues surrounding appointment status duplication.
Fixed issue with date/time not updating when double-clicking an appointment slot.
Added DOB and Cell# to search

Claim Control

Tracking

Eligibility

Create a separate process to handle eligibility request. Instead of showing a waiting window, the eligibility screen will immediately update with a message indicating that the transaction is processing. When the transaction completes, the screen will automatically refresh with the results.
Changed eligibility buttons to support refreshing the open transaction.
Exhaustive search now combines all search requests into one and runs a single request with all fields present. McKesson now runs each check on their end.

Claim Section

#10077060 - Claim section, both professional and institutional, allow 4 digits for total units, max of 9999 units.
#10080309 - Payer edit for Florida Medicare, use 4 digit year in charge line items.
#10080293 - Payer edit for 24I on the HCFA 08-05, customer and payer specific, Nevada Medicaid.
#10080039 - FL Medicaid as secondary payer edit for HCFA 08-05 versions, show previously paid insurance payments on each charge line.

Patient FDN

#10079686 - FDN service date should be the earliest outstanding date of service and not earliest date of service on claim.

Codes - Remit Codes

Messaging

Fixed screen refresh issues with selecting contacts.
#10080286 - Refresh contact and contact group cache in message on Send To dialog initialization.
Practice
#10080277 - Increased practice statement message length to 1,600 total characters per user request.

Reports

#10079697 - Change label of Location to Office in all reports and program sections.
#10079727 - Align clear button with facility field.
#10079751 - Statements Printed in a Date Range references XGear Technologies and not new company name CollaborateMD.
#10079773 - Electronic Payer List report is showing null values.
#10079788 - Payor should be spelled Payer in all report sections.
#10079805 - Patient Listing Report, allow All Practices
#10079818 - Daily Monthly/Charges Payment report alignment corrections.
#10079844 - CPT and ICD Listing Reports have "Description" misspelled.
#10079867 - Sessions in Admin section of program will retrieve week views by M-S
#10079958 - CPT labeling consistency.
#10079959 - ICD labeling consistency.
#10079960 - HCFA labeling consistency.
#10080302 - Claims waiting…reports changed to use the billto value of the charge and not the claim. Clients changing the billto’s from the payment sections where not seeing the changes reflected in these reports.
Updated Daily Deposit Report Summary
Added RVU Report
Added Unpaid Reasons Report
Added Transfers Report
Added Refund/Reversal Report

Tools