Program Fixes v.8.3.6

Admin


  • CMD-686: Removed the Refresh button under the Appt. Confirmation tab. The Save button is now always enabled. 
  • CMD-704: The Customers displayed under the Accounts tab is now defaulted to Open. The Users displayed under the Accounts tab are now defaulted to Active/Suspended.
  • CMD-724: Fixed the Confirm By combo box option in the Appt. Confirmation tab so it no longer contains the Use Default option.
  • CMD-1277: Changed the "Practice Fusion Export" permission to "Patient Export"

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Claim 


  • CMD-509: Corrected an issue that was not saving the drug code and drug price when they were entered using the Other button. 
  • CMD-719: Corrected an intermittent issue that occurred when creating a claim for a patient that had no default insurance. If the payer that was later selected on the claim was defaulted to the UB-04 format, when the claim was saved it would throw an exception error and would not close unless you clicked the Close button. 
  • CMD-926: A warning message will display when a drug code is selected but doesn’t have a drug price and drug unit entered. This information can be entered using the Other button under the Charges tab.
  • CMD-936: Corrected institutional claims when decrementing the Visits Used field after setting a payer.  This occurred when a payer is selected prior to the patient being set.
  • CMD-1053: Corrected a spelling issue with the Immediate/Urgent Care option within the Service Authorization Exception field under Additional Info > General. 
  • TXN-97: Corrected an issue that was causing claim denials when KidMed forms were created on a claim then deleted (either manually or through the client).

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Codes


  • CMD-777: Corrected an issue that was not allowing users to search for ICD, CPT or HCPCS by description when lower case letters were used. i.e.; user entered "Exposure" the system would ignore it since it was not in caps "EXPOSURE".
  • CMD-1298: Active inventory codes can now be opened when doing a search that includes inactive codes.

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Documents


  • CMD-935: Modified the delete action for remote server files so that if any files/folders are deleted they are only  flagged as deleted and no longer show in the Document section's list, but are not in fact deleted from the server hard drive.

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Eligibility


  • CMD-633: The INS~N segment will be blocked from eligibility requests for payers with COBCBS - Blue Cross & Blue Shield of Colorado - eligibility CPID.
  • TXN-71: We will now only add one REF segment per PRV in loop 2310B, they want the provider number and not the EIN/SSN. This was put in place for paper CPIDs, 1360 and 4300 – 4301, when the payer type is BCBS.

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Patient


  • CMD-713: The Emergency Contact name field supports apostrophes and dashes.
  • CMD-744: Enhanced the Patient Merge feature to prevent a scenario where merging one patient (A) into another patient (B) would result in a loss of records if the first patient (A) had patients merged into it in the past.
  •  CMD-960: Corrected a small issue with the status window not closing when the user goes to Merge Patient.CMD-896 – A new warning is displayed if the patient name only contains a dash or other special character.
  • CMD-1266: Corrected an issue that prevented users from adjusting the SSN field in the Other Insured tab when the “Patient relationship to the other insured?” was switched from Self. 
  • CMD-1272: Corrected an issue with Cypress imports not setting the radio buttons for box 12 and box 13 of the CMS-1500 form. Previously, these options were defaulting to No in the Claim section of the program, although they were defaulted to Yes in the Patient section.
  • CMD-1283: In the event that a patient is linked to an insured account, when patient statements are printed the insured account number will be displayed besides the “Account# of Guarantor” field.
  • CMD-1335: The "List Dependents" button in the Patient section is now disabled on a new patient entry. This button will become active once the entry has been saved and assigned a sequence number. 
  • CMD-1336: Modified wording when viewing patients Activity to say "INFORMATION ABOUT PAYMENTS NOT APPLIED TO A CHARGE THAT CREATED ACCOUNT CREDITS" vs. "INFORMATION ABOUT PAYMENTS THAT CREATED ACCOUNT CREDITS". The credits displayed underneath this group represent payments that were entered into the application and not applied to a specific line item. These type of payments can be entered in the Payment section under Account Posting or the Scheduler section. 
  • CMD-1339: Moved the "Record" button in the Practice, Provider, and Resource sections and added note that button is used to play and/or record phone notify message.

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Payer Edits


  • CMD-707: Added an Institutional payer edit for Indiana Medicare (CPID 3500) for value codes 50-57 round any decimals entered to whole numbers. Codes 50-52 is what we currently have in the Value Codes list and when users enter a number in the amount field, it will be submitted as a whole number rather than a dollar amount on the claim, i.e. Value Code 50 amount 13.00 it will now be submitted on the claim as 13.
  • CMD-747: Added a Professional payer edit for Harmony, Healthease FL, Ohana HI, Staywell FL, & Wellcare (CT,FL,GA,LA,NJ,NY,OH,TX) -CPID1844 to use ZZ for the referring qualifier and referring tax code.
  • CMD-826: Added an Institutional payer edit for New York Medicaid Outpatient-Phase II (CPID 1502)- to submit filing indicator 16 in the SBR09 segment in Loop 2320 when the other payer is primary or secondary and the payer type is Medicare Managed Care Risk HMO(for either secondary or tertiary)
  • CMD-1058: Added a Professional payer edit for all Medicare payers so the patient’s home address will appear in box 32 when using POS code 12.
  • CMD-1209: Added a Professional payer edit for Amerigroup Corporation (CPID 1741) to allow drug unit and the drug unit price to print besides the drug code in the shaded portion of box 24a. 
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  • CMD-1297: Added a payer edit for Railroad Medicare (CPID 1443) to include the words "HOME" in box 32 when POS code 12 is selected. 
  • CMD-1320: Added a payer edit for DMERC (CPID 7475, 7476, 7477, 7478) payers to print Facility information in box 32 even if the POS code is 12. 
  • CMD-1321: Corrected an issue that caused account debits to not appear on statements under certain circumstances. Please note that the amounts due were not affected.
  • CMD-1322: Added a payer edit for DMERC (CPID 7475, 7476, 7477, 7478) payers to print primary insurance information in box 11, if DMERC is primary. 
  • TXN-74: Added a Professional payer edit for Inland Empire Health Plan(CPID 4244)-to use OB qualifier and State License# in Loop 2310B REF01 & REF02 segments.
  • TXN-75: Corrected an issue with the CN1 at the claim level not resetting the allowed amounts as it does at the charge level resulting in a denial when the primary payer’s allowed amount is known to be incorrect. This edit is restricted to Minnesota Medicare and Nevada Medicare (CPID 1435, 1446).
  • TXN-77: Added a Professional payer edit for Texas Medicare (CPID 1440) - modifier 55 and box 19, add DTP segments for assumed and relinquished care.
  • TXN-83: Added a Professional payer edit for Lovelace Salud (CPID 2251)-  to submit the provider's full name and credentials in Loop 2010AA PER02 segment
  • TXN-90: Added two fields in the Claim section called Payer Assigned TPL Code & TPL Status Code to support Illinois Medicaid (CPID 2488) claims. This can be found in the Claim section > Additional Info > General. These Third Party Liability Codes normally appear on patients MediPlan or All Kids identification card. The code consists of three digit numeric resource codes that may be prefixed with an alphabetical coverage code. When it is present, the alpha coverage code defines the extent of services covered by the TPL source. 
  • TXN-94: Add Professional Payer edit for Corvel P2P Workers Comp Link (CPID 2210) claims. This edit allows the Employer's Name to be submitted. Also, the Claim Number will appear in Loop 2000B SBR03 segment.
  • TXN-98: Within the ANSI claim logic, moved the REF segment from 2300 to 2330B when BCBS of FL (CPID 1414) and Medicare is the primary payer.
  • TXN-103: Corrected an issue that was causing claim denials due to the CN109 segments not matching in Loops 2300 and 2400 when one of the charges were paid in full. 
  • TXN104: Logic has been added to prevent negative patient paid amounts from the AMT~F5 (Patient Paid Amount) and AMT~C1 segments of the ANSI  claim file.

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Payments & ERA’s


  • CMD-447: Corrected an issue where the adjustments were not being applied when the payer put the billed amount, instead of the paid amount, on the AMT~B6 segment in the ERA file.
  • CMD-524: The Last Insurance payment field in the Payment section will be updated after Auto-Applying an ERA.
  • CMD-727: ERA will no longer combine the incentive adjustment and the contractual adjustment amount to a payment. The system will now remove the incentive amount from the total adjustment and instead apply it to the allowed amount. This fix is available in version 8.3.5 and 8.3.5.1. 
  • CMD-741: When an EOB is deleted from EOB Posting, all of the associated reversal and denial entries will also be deleted.
  • CMD-743: On ERA reversal detection, if the sum of the payments is zero, the system will look for the memoline to see if this was a true reversal or a zero dollar payment.
  • CMD-760: Corrected an issue where a charge's balance was being written off when the secondary payer's payment was received before the primary payer's payment.
  • CMD-763: When updating the check date of an EOB, the check date will be applied to all payment reversals on the check.
  • CMD-764: When a claim has identical charges the system will recognize each code as an individual charge and apply the payment accordingly (based on EOB). Previously Auto-Apply would process the payment incorrectly and generate the following error message: "*** ERROR - The above charge could not be verified". This fix is available in versions 8.3.5 and 8.3.5.1. 
  • CMD-802: Payment Redistribution will no longer occur when the patient payment amount is zero. 
  • CMD-881: After an ERA is applied family balances will automatically be updated. 
  • CMD-898: Incomplete claims can no longer be found in Transaction Maintenance. The claim must be saved as complete before it can be located in Transaction Maintenance.
  • CMD-927: Removed field “What Do You Want to Do with Any Money Leftover” from the Account Posting tab.  Monies will always default to an account credit when an overage is created.  
  • CMD-966: Corrected an issue where if a claim has multiple charges, and more than 1 charge had a write-off adjustment, all the write-off "COURTESY ADJUSTMENT" transactions were being associated under just 1 charge rather than each write-off being associated with its correct charge. This was causing negative balance transfer account credits.
  • CMD-1015: Corrected an issue within EOB Posting that was causing a negative balance transfer when an account credit was created through an EOB check and then modified or applied elsewhere, subsequent changes to the EOB did not accurately update the check balance therefore causing a negative balance transfer.
  • CMD-1237: A warning message will now display when a future check date is entered into the Override Check Date field in EOB Auto-Apply and the Check Date field in EOB Posting.

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Portal


  • CMDP-94: Corrected an issue where customers can only register and log in if their customer and account statuses are correct and they fall within the acceptable hours.
  • CMDP-127: Changed the logo and the Portal header to the new one.
  • RPT-338: Corrected an issue that was causing the DOS and CPT information not display on the Patients at Collections report.
  • RPT-361: Corrected an issue that was displaying incorrect data on the Patient Listing by Payer report. 
  • RPT-404: Corrected an issue that was causing totals not to appear on the Appt Listing report.
  • Corrected an issue that was causing the word "null" to appear on the following reports: 
    • RPT-405: Patients With A Specific Diagnosis 
    • RPT-406: Procedure Done in a Date Range 
    • RPT-407: Inactive Patients 
    • RPT-409: Patient Statement Errors 
    • RPT-410: Patient with Account Credits 
    • RPT-431: Daily/Monthly Charges & Payments 
    • RPT-437: Patients With A Specific Diagnosis 
    • RPT-438: Patients At Collections 

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Provider Section


  • CMD-1124: The Employer Identification (EIN) field is now disabled for users; changes must be implemented by contacting Client Services.  

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Reports Section


Web=Portal

App=Application (Software)

  • RPT-238: (web) The date time format has been corrected on the Claim Status report. 
  • RPT-292: (web) Changed how the balances and amounts paid is calculated when running the Facility Receivables report. We will now pull from the charge data instead of the claim for more thorough accuracy.
  • RPT-306: (web) The Patients with a Specific Diagnosis report will now support ICD codes from the Patient and Claim section.
  • RPT-308: (app/web) Updated the credits and payment Facility reports to “Select By” Date Received vs. Date of Service. 
  • RPT-310: (app) Corrected minor alignment issues within the report dialogs (various reports).
  • RPT-310: Corrected a small alignment issue with the Statements Printed in a Date Range dialog.
  • RPT-311: The ICD Frequency Report should now properly count the occurrence of the ICD codes correctly whether the claim is Institutional or Professional. The 3 "Patient Reason" codes for Institutional claims are ignored in the counting.
  • RPT-312: (web) Modified the Revenue by Provider report to add an exclusion CPT code column, totals, diff column between encounters and exclusions, remove the appts column. 
  • RPT-314: (web) The Facility Charges Detail report now includes the claim#, claim count, and header date range.
  • RPT-319: (app) The Charges Due Insurance by Aging Range report has been modified to pull balances for the primary/secondary/tertiary payers.
  • RPT-327: (web) Corrected an issue in the Daily/Monthly Charges and Payments report. It was generating an exception on rare occasions related to summing currency totals.
  • RPT-329: (web) Removed extra columns on the Facility Receivables report that were causing errors.
  • RPT-330: (web) When running the Appointment Listing report the Facility selected on the Resource will be used vs. the Facility selected on the appointment.
  • RPT-331: (web) Null will no longer appear as the patients name on the Appt Time Analysis report.
  • RPT-334: (web) When running the Patients Visits without Charges report on the Portal, if the previous day’s date was used no data was returned. The query on the back end has been updated to reference the report in the application before results are provided. 
  • RPT-345: Corrected a problem with the Referring Mailing List report on the web portal. Previously the values did not match the Referring Physician Statistics report values.
  • RPT-359: Corrected an issue that was causing an exception error when running the Charges Overview by Date Range report. 
  • RPT -383: Corrected an issue in the Daily/Monthly Charges & Payments report where the insurance and patient payments total amounts were the same when selecting either the include patient copays or exclude patient copays option. Fix now distinguishes between the two options. 
  • RPT-385: Corrected an issue where the incorrect Payer Types were appearing on the Daily/Monthly Charges & Payments report when selecting a specific Payer Type. i.e., if a patient had two payers and one of the payers is the same payer type as the selected payer type information for both payers on patient account would appear.
  • RPT-388: Previously, when running the Daily/Monthly Charges and Payments report the Payer totals did not match. This report will now display the correct payer totals for all payers or when a specific payer is chosen. 
  • RPT-389: Corrected an issue that was causing an exception error when running the Daily/Monthly Charges & Payments report on the Portal under specific circumstances.
  • RPT-419: Corrected issue causing which was causing the total appearing for payer in the Activity Summary field to not match total listed in Totals by Payors under specific circumstances.
  • CMD-1014: (app) Corrected an issue that was causing the Patients Account numbers not to appear on the User Audit report when searching for claims that were deleted. 

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Scheduler

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  • CMD-477: Corrected an issue when doing an eligibility check. Previously the "Checking eligibility please wait" message would not go away although the eligibility information was retrieved successfully.
  • Clicking the Find button will now display a warning if there are, in fact, no resources available.
  • CMD-480: Corrected an issue where saving a new appointment was not automatically checking eligibility on the patient if Automated Eligibility Checking was enabled and the trigger status was set to Scheduled (new appointments always have a status of Scheduled).  Also, if Automated Eligibility Checking is enabled and the user tries to save or update an appointment that would trigger the eligibility, the user permission for running eligibility will be checked. 
  • If the user does not have permission to run eligibility, a warning will be displayed to notify the user that they cannot run eligibility. Any appointment changes will still be saved if the user has permission to modify appointments. The display of the eligibility permissions warning can be optionally turned off by disabling it via a new check box option in the section where Auto-Eligibility is enabled or disabled. By default this option is turned off.
  • CMD-615: Corrected an issue for the Schedule Appointment popup window in the Scheduler Tab. Previously if you right-clicked in an empty time slot in day view and select the Schedule option then clicked on Find the available appointment times window is blank.
  • CMD-618: Corrected an issue that occurred when a large number of appointment windows were opened and closed. Previously the system would generate java heap of memory error and would eventually freeze up forcing users to log out then back in.
  • CMD-661: Corrected an issue where the "Default" department in the Scheduler would lose its preference settings for the filter when users switched back and forth between accounts.
  • CMD-662: Corrected an issue on the back end when a customer created an appointment status it would sometimes get "grouped" together. This result of this was that when an appointment was set to one of these "grouped" statuses and saved, the status would default to the first status in the "grouped" set when the appointment was opened or viewed rather than show the actual status the user had originally selected. 
  • CMD-681: Corrected an issue where the Filter located in the Schedule tab was not resetting when changes were made in any of the other tabs in the Scheduler section. Also fixed an intermittent issue where the Day View panel would not properly update the appointments when multiple actions (like a user refreshing the Day View panel and an update to a cache trigger refreshing the Day View panel) both occurred at the same time. 
  • CMD-682: Corrected an issue when adding a Block time slot. Previously not all appointment types were being listed in the Appointment Type combo box.
  • CMD-692: Corrected an issue where the Date Range selected in the Search tab was resulting in the incorrect To Date. This would occur when “This Month” or “Next Month” was selected.
  • CMD-701: Corrected an issue that caused the Filter in the Scheduler tab not to display the colors or icons besides the Status and Type descriptions. Colors and icons can be chosen under the Options tab in the Scheduler.
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  • CMD-746: Corrected an issue where if a user is in the Day View or Week View panel, and a time slot is selected, hitting a key on the keyboard will open the new appointment popup window.
  • CMD767: Modified the permissions on the Scheduler tab so that the Department permissions will take priority over the account permissions when accessing appointment information on the Day and Week View panels.
  • CMD-779: Corrected an issue when opening an existing appointment, previously the Appointment Type combo box would show the default value of "Select an appointment type" instead of the saved value. 
  • CMD-872: When printing Superbills from the Scheduler the results will be displayed based on the selection made in the “Order By” combo box.
  • CMD-915: Corrected an issue where Resources listed in the Day View of the Scheduler were incorrectly having their background set to grey.  
  • CMD-979: Added logic to save the user's Scheduler filters when they switch accounts and not just when they log out of the application.   
  • CMD-991: Corrected an issue when a Resource would not display due to the start and end times selected for the Resource. This was caused by the hours having a null value.
  •  CMD-1190: Corrected an issue with the copay field not clearing after an appointment has been saved.
  • CMD-1270: Corrected logic in the software that was previously displaying a warning message in the Scheduler section when an attempt was made to cancel a repeating appointment when they were actually updating the appointment status to "Checked Out".
  • RPT-309: The Appt Time Analysis report on the web portal will display the correct time an appointment status was changed for any new or updated appointments. Previously, the tracking changes made to an appointment status was saved based on the database server's time zone and not the time zone as set on the user’s computer.   
  • RPT-346: Corrected an issue that was not allowing copay’s entered in the appointment window to appear on the Daily Deposit report for the office the appointment was scheduled under.

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System 


  • CMD-555: Corrected an issue that was causing the program to lock up when switching between customer accounts.
  • CMD-718: New warning message is displayed if the Caps Lock key is on when typing in passwords.
  • CMD-790: The Max Memory Limit slider under the Options button will now save the selected value. Previously it was always resetting to the default value. 

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Control (Tracking)


  • CMD-884: Modified the code on the back end to support using a calculated "on-the-fly" family balance since the patient records family balance may not be correct under certain circumstance. This resulted in the SQL needing to be split into 2 parts to keep the processing time down. Also this limited the SQL to less than 1000 patient matches. If more than that match, the client now displays a message requesting the query be refined to reduce the number of matches.
  • CMD-886: In Claim Tracking the Provider filter has been replaced with the Rendering and Billing Provider filters. 
  • CMD-893: Updated the "Stmt Sent" column in Patient A/R Control to now display the same number of statements sent as seen in the Patient section. 
  • CMD-904:Changed the code on the back end so that the submit and service date values on the Claim Tracking tab would be consistent for all users regardless of the time zone difference between the user's application time zone and the server's time zone.
  • CMD-904:Corrected and issue where checking the "Include History" check box on the Claim Tracking screen causes a server error and the database call to fail.
  • CMD-959: Corrected an issue where the hot keys for Batch Printing would not work after data was loaded. This would occur when using any of the Load buttons.

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Other


  • CMD-720: Remove the ‘&’ character from the email field on custom Super Bills.
  • CMD-733: Removed the Help option from the toolbar. Previously the Help option would direct users to the Wiki on the Portal. At this time the Wiki is no longer available, however a PDF version is available on the following website www.collaboratemd.com/Wiki%20Manual.pdf
  • CMD-735: When printing an FDN for a patient that is a dependant that has a balance but the master patient does not, only print one page for the affected patient.
  • CMD-888: When viewing the patient's activity the statement count will now display the accurate number of pages that was printed and mailed.
  • CMD-990: Corrected an issue with the copyright symbol not displaying on the license agreement. This is displayed on the title bar in the Codes section when accepting the CPT Licenses Agreement. 
  • CMD-1219: Updated the maximum currency amounts in various fields throughout the application such that they could display values up to 999,999.99 dollars (previous limitation was 99,999.99 dollars).
  • CMD-1257: Corrected an issue that was causing inactive Providers and Facilities to appear in the drop down menu when Superbills were printed. Previously, Providers and Facilities that were flagged as inactive were still showing up as possible selections. 

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