Removed the Refresh button under the Appt. Confirmation tab. The Save
button is now always enabled.
The Customers displayed under the Accounts tab is now defaulted to Open.
The Users displayed under the Accounts tab are now defaulted to
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
Corrected an issue that was not saving the drug code and drug price when
they were entered using the Other button.
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.
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.
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.
Corrected a spelling issue with the Immediate/Urgent Care option within
the Service Authorization Exception field under Additional Info >
Corrected an issue that was causing claim denials when KidMed forms were
created on a claim then deleted (either manually or through the client).
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
- CMD-1298: Active
inventory codes can now be opened when doing a search that includes
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.
The INS~N segment will be blocked from eligibility requests for payers
with COBCBS - Blue Cross & Blue Shield of Colorado - eligibility CPID.
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.
The Emergency Contact name field supports apostrophes and dashes.
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.
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.
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.
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.
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
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.
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.
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)
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.
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.
Added a payer edit for Railroad Medicare (CPID 1443) to include the
words "HOME" in box 32 when POS code 12 is selected.
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.
Added a payer edit for DMERC (CPID 7475, 7476, 7477,
7478) payers to print primary insurance information in box 11, if
DMERC is primary.
Added a Professional payer edit for Inland Empire Health Plan(CPID
4244)-to use OB qualifier and State License# in Loop 2310B REF01 &
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).
Added a Professional payer edit for Texas Medicare (CPID 1440) - modifier
55 and box 19, add DTP segments for assumed and relinquished care.
Added a Professional payer edit for Lovelace Salud (CPID 2251)-
to submit the provider's full name and credentials in Loop 2010AA
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.
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.
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.
The Last Insurance payment field in the Payment section will be updated
after Auto-Applying an ERA.
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 184.108.40.206.
When an EOB is deleted from EOB Posting, all of the associated reversal
and denial entries will also be deleted.
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
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.
When updating the check date of an EOB, the check date will be applied to
all payment reversals on the check.
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
Payment Redistribution will no longer occur when the patient payment
amount is zero.
After an ERA is applied family balances will automatically be
Incomplete claims can no longer be found in Transaction Maintenance. The
claim must be saved as complete before it can be located in Transaction
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.
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.
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
- 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.
Corrected an issue where customers can only register and log in if their
customer and account statuses are correct and they fall within the
Changed the logo and the Portal header to the new one.
Corrected an issue that was causing the DOS and CPT information not
display on the Patients at Collections report.
Corrected an issue that was displaying incorrect data on the Patient
Listing by Payer report.
Corrected an issue that was causing totals not to appear on the Appt
an issue that was causing the word "null" to appear on the
Patients With A Specific Diagnosis
Procedure Done in a Date Range
Patient Statement Errors
Patient with Account Credits
Daily/Monthly Charges & Payments
Patients With A Specific Diagnosis
Patients At Collections
The Employer Identification (EIN) field is now disabled for users; changes
must be implemented by contacting Client Services.
(web) The date time format has been corrected on the Claim Status
(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.
(web) The Patients with a Specific Diagnosis report will now support ICD
codes from the Patient and Claim section.
(app/web) Updated the credits and payment Facility reports to “Select By”
Date Received vs. Date of Service.
(app) Corrected minor alignment issues within the report dialogs (various
Corrected a small alignment issue with the Statements Printed in a Date
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.
(web) Modified the Revenue by Provider report to add an exclusion CPT code
column, totals, diff column between encounters and exclusions, remove the
(web) The Facility Charges Detail report now includes the claim#, claim
count, and header date range.
(app) The Charges Due Insurance by Aging Range report has been modified to
pull balances for the primary/secondary/tertiary payers.
(web) Corrected an issue in the Daily/Monthly Charges and Payments report.
It was generating an exception on rare occasions related to summing
(web) Removed extra columns on the Facility Receivables report that were
(web) When running the Appointment Listing report the Facility selected on
the Resource will be used vs. the Facility selected on the appointment.
(web) Null will no longer appear as the patients name on the Appt Time
(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.
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.
Corrected an issue that was causing an exception error when running the
Charges Overview by Date Range report.
-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.
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.
Corrected an issue that was causing an exception error when running the
Daily/Monthly Charges & Payments report on the Portal under specific
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
(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
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.
the Find button will now display a warning if there are, in fact, no
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.
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.
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.
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.
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.
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
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.
Corrected an issue when adding a Block time slot. Previously not all
appointment types were being listed in the Appointment Type combo box.
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.
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.
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.
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.
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.
When printing Superbills from the Scheduler the results will be displayed
based on the selection made in the “Order By” combo box.
Corrected an issue where Resources listed in the Day View of the Scheduler
were incorrectly having their background set to grey.
Added logic to save the user's Scheduler filters when they
switch accounts and not just when they log out of the application.
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
Corrected an issue with the copay field not clearing after an appointment
has been saved.
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".
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.
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.
Corrected an issue that was causing the program to lock up when switching
between customer accounts.
New warning message is displayed if the Caps Lock key is on when typing in
The Max Memory Limit slider under the Options button will now save the
selected value. Previously it was always resetting to the default
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.
In Claim Tracking the Provider filter has been replaced with the Rendering
and Billing Provider filters.
Updated the "Stmt Sent" column in Patient A/R Control to now
display the same number of statements sent as seen in the Patient
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.
and issue where checking the "Include History" check box on the
Claim Tracking screen causes a server error and the database call to fail.
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
Remove the ‘&’ character from the email field on custom Super Bills.
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
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
When viewing the patient's activity the statement count will now display
the accurate number of pages that was printed and mailed.
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.
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).
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.