What's New v.8.3.7 - Archived


Last Updated: 1/20/2012

 Admin


  • CMD-1261 [IE 21]:  System Administrators have the ability to add new users to their account via the Admin section of the application, under the Accounts tab. 

Claim 


  • CMD-1260:  Added logic to the Claim section of the application to warn users that  they are attempting to save a claim that has three insurance payers when the patient does not have a third payer listed under the Other Insured tab within the Patient section. In this case, the user will be given the option to save the claim and copy the insurance information to the patient record, return to the claim to fix the error, or save the claim as incomplete. This logic was put in place to reduce common claim rejection reasons. 
  • CMD-1398 [IE 44]:  When saving a claim for a patient, a warning message will now display in the event the same procedure code and date of service is found.  The intent of this feature is to prevent users from mistakenly recreating a service which has already been billed.  This feature can be enabled/disabled for each user via the "Warn if Services have Already Been Billed on Claim Save" option in the Defaults tab within the System section of the application.
  • CMD-1462  [IE 178]:  Added a new charge status called Pending Physician. The change is intended to facilitate communication with physicians if they need further feedback or details about a particular charge or procedure. In addition, you can search for claims to set to Pending Physician via the Claim Control tab within the Control section of the application and you can run the Claims Pending Physician report within the Report section of the application (Claim Reports). 
  • CMD-1732: Removed the ANSI 5010 pop up within the claim section that was displayed to the user when opening an existing claim that was previously saved as 4010. 
  • CMD-1733: When saving an ambulance claim a warning message will display if the drop off information is missing. This is a new requirement for 5010.

 Control


  • CMD-1451 [IE 206]:  Added a filter to the Claim Tracking screen within the Control section of the application to search by DOS.  
  • CMD-1472:  Added a new column for Facility to the Claim Control screen within the Control  section of the application.
  • CMD-1472:  Added a new button called "Filter" to both the Claim Control and Patient A/R Control screens. This feature allows users to add/remove the columns displayed in the results area of the screen.
  • CMD-1492 [IE 50]:  Added new screen to the Control section of the application called Payment Tracking.  This new feature allows users to view how payments were applied by allowing you to search for a check by claim, patient, payment date, payment type, transaction, or check #. Displayed in the search results is a list of claims (and which charges on those claims) the payment was applied to, and which (if any) account credits that payment contributed to.
  • CMD-1511:  
    Added new feature to the Patient A/R Control screen which allows users to search for balances set to At Insurance for a specific payer and perform a batch write-off for those selected balances.
  • CMD-1520:  Added Facility and CPT as two new search filters under Claim Control. Please note that only claim results matching the corresponding criteria will be returned. 
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 Idea Exchange (IE)


  • IE 9 [RPT-421]:  Added a new Patient Deductible Report. This report is located within the Report section of the application under Patient Reports. The Patient Deductible Report allows users to easily view patient deductibles based on a date range. In addition users can determine how much of collected and forecasted patient payments are a direct result of required deductibles. Deductibles are entered within the Payment section of the application under Line Item Posting (Transaction Type A) & under EOB Posting. 
  • IE 20 [CMD-1484]:  In the Patient section of the application, we've added a new tab called Statements. The Statements tab allows users to add a custom note for individual patients statements. In order for the comment to appear on the statement check the "Print Custom Patient Comment on Statements" box under the Statements tab within the Practice section of the application. 
  • IE 21 [CMD-1261]:  System Administrators have the ability to add new users to their account via the Admin section of the application, under the Accounts tab. 
  • IE 28 [CMD-1359]:  Within the Patient section of the application you now have the ability to track and store all changes made to a patients insurance. After changing the insurance information for a patient, a dialog window will appear prompting users to archive the old insurance information or continue without archiving. This feature can be found within the Patient section of the application > Insured tab > Insurance Tracking tab. 
  • IE 44 [CMD-1398]:  When saving a claim for a patient, a warning message will now display in the event the same procedure code and date of service is found.  The intent of this feature is to prevent users from mistakenly recreating a service which has already been billed.  This feature can be enabled/disabled for each user via the "Warn if Services have Already Been Billed on Claim Save" option in the Defaults tab within the System section of the application.
  • IE 50 [CMD-1492]:  Added new screen to the Control section of the application called Payment Tracking.  This new feature allows users to view how payments were applied by allowing you to search for a check by claim, patient, payment date, payment type, transaction, or check #. Displayed in the search results is a list of claims (and which charges on those claims) the payment was applied to, and which (if any) account credits that payment contributed to.
  • IE 70 [RPT-457]:  The Claim Details report now allows you to filter and group by Facility, Provider, Office, Practice, POS, or Payer.
  • IE 95 [CMD-1471]:  The Patient Listing Report now allows you to search for patients that have not been seen in more than X days.
  • IE 116 [RPT-477]:  Added an option to the Denials report to "Only Show Currently Denied Charges". 
  • IE 142 [CMD-1424]:  When changing a patient’s insurance info, the application will now check to see if the user would like the application to automatically reset claim statuses to send to insurance as applicable instead of having to do each one manually.
  • IE 153 [CMD-1416]:  Added a new field to the Patient section of the application to capture phone extension for the patient's work phone number.
  • IE 156 [CMD-1470]:  Included additional information in the patient lock warning message to inform the user which username currently has the patient record open.
  • IE 178 [CMD-1462]:  Added a new charge status called Pending Physician. The change is intended to facilitate communication with physicians if they need further feedback or details about a particular charge or procedure. In addition, you can search for claims to set to Pending Physician via the Claim Control tab within the Control section of the application and you can run the Claims Pending Physician report within the Report section of the application (Claim Reports). 
  • IE 206 [CMD-1451]:  Added a filter to the Claim Tracking screen within the Control section of the application to search by DOS. 
  • IE 269 [CMD-1730]:  Added a new report called "Patient Statement Comments". This report is stored under the Patient reports category within the Reports section of the application. This report will allow users to view any patients that have a custom statement comment entered within the Patient section.  The report can be filtered by Practice, Provider, Patient, or by a keyword in the custom comment.

 
Patient 


  • CMD-1359  [IE 28]:  Within the Patient section of the application you now have the ability to track and store all changes made to a patients insurance. After changing the insurance information for a patient, a dialog window will appear prompting users to archive the old insurance information or continue without archiving. This feature can be found within the Patient section of the application > Insured tab > Insurance Tracking tab.  
  • CMD-1416 [IE 153]:  Added a new field to the Patient section of the application to capture phone extension for the patient's work phone number. 
  • CMD-1424 [IE 142]:  When changing a patient’s insurance info, the application will now check to see if the user would like the application to automatically reset claim statuses to send to insurance as applicable instead of having to do each one manually.
  • CMD-1442:  
    In the event that changes are made to a guarantors account the system will now automatically update the dependents account information. 
  • CMD-1475:  
    In the Patient section you may now copy the Facilities address to the Patients address. 
    This feature is intended to support users who see multiple patients at the same location such as a nursing home. In order for this feature to be visible to the user, you must enable the "Copy Facility Address to Patient Address" option in the Defaults tabs, within the System section. 
  • CMD-1484 [IE 20]:  In the Patient section of the application, we've added a new tab called Statements. The Statements tab allows users to add a custom note for individual patients statements. In order for the comment to appear on the statement check the "Print Custom Patient Comment on Statements" box under the Statements tab within the Practice section of the application. 
  • CMD-1542:  Created a sub-tab called Statements and moved all statement related settings from the Defaults tab to the new Statements tab. The settings include Statement Type, Mail Statement To, and Send Statement.  In addition we've added the following statement options to the Statement tab in the Patient section: Notification Type and Email Statement to.  These additions are being put in place to support email statements capability planned for the near future.
  • CMD-1587:  
    Added new email fields to the Patient section to store emails associated with the Patient, Insured, and Other Insured.  These additions are being put in place to support email statements capability planned for the near future.

  Payments & ERA’s


  • CMD-1290:  
    Added new column to EOB Auto-Apply called "Payments". This column will display the number of claim payments (or zero payments) that are present in the corresponding file.
  • CMD-1430:  
    Users are no longer allowed to enter future dates in Transaction Maintenance. 
  • CMD-1516:  
    When attempting to "View EOB" of a TEST report from the 
    Auto-Apply Generated Report tab within the Payment section of the application, a 
    warning message will display stating "An EOB was not found because the associated check has not been applied". 

Practice


  • CMD-1104:  Users are now able to make Practices inactive. This can be done within the Practice section of the application, under the Main Information tab. Users are unable to set Practices to inactive if there are no active providers assigned to that Practice. Please note users with Full Permission to the Practice will have the ability to make a Practice inactive.
  • CMD-1558:  The POS and TOS fields located within the Claim Defaults tab now allows you to search and select codes from a drop down menu. This makes the field more consistent with others in the application and helps reduce the chances of the mistyping an invalid value into the field.  The fields will also accept free form entry just as they did in previous versions.
  • CMD-1734: A warning message will now display when saving a Practice or Facility without the 9 digit zip code.  Added a warning message to the Practice and Facility section to prevent users from saving records without the complete 9 digit zip code.  This is a requirement for 5010.

Reports


  • RPT-421 [IE 9]:  Added a new Patient Deductible Report. This report is located within the Report section of the application under Patient Reports. The Patient Deductible Report allows users to easily view patient deductibles based on a date range. In addition users can determine how much of collected and forecasted patient payments are a direct result of required deductibles. Deductibles are entered within the Payment section of the application under Line Item Posting (Transaction Type A) & under EOB Posting.  
  • RPT-457 [IE 70]:  The Claim Details report now allows you to filter and group by Facility, Provider, Office, Practice, POS, or Payer.
  • RPT-477  IE [116]:  Added an option to the Denials report to "Only Show Currently Denied Charges". 
  • CMD-1262:  New Eligibility Request Report added to the application (Patient Reports).  This report will allow users to view their eligibility requests during a specified time period.
  • CMD-1471 [IE 95]:  The Patient Listing Report now allows you to search for patients that have not been seen in more than X days. 
  • CMD-1730 [IE 269]:  Added a new report called "Patient Statement Comments". This report is stored under the Patient reports category within the Reports section of the application. This report will allow users to view any patients that have a custom statement comment entered within the Patient section.  The report can be filtered by Practice, Provider, Patient, or by a keyword in the custom comment.
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  Scheduler


  • CMD-1477:  
    When adding or modifying appointments with a past dates, a warning message will now display. 
  • CMD-1502:  
    Added a new filter option to the scheduler to "Hide Unavailable Resources".  When selected, this will remove resources for the Day view on the schedule which do not have any available hours for the selected day.

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System 


  • CMD-1453:  Enhanced the Charges/Balance Entered by Month gadget on the Dashboard so that it now displays Payments, Adjustments, At Collections, and Balance within the bar charts.
  • CMD-1627:  Updated the street address that is displayed on the splash screen when the user selects the "About" button on the log in screen to reflect our new building address.
  • CMD-1651:  Updated the System Information section to display CollaborateMD System Notices if a current customer signs in and Getting Started Information if a demo user logs in. 
  • CMD-1731: Removed the "Beta" label from the Dashboard tab within the System section of the application.
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ANSI 5010


All Claims

  • New 5010 validation will help prevent the following three common clearinghouse rejections for 5010 claims:
    • NPI validation: CollaborateMD checks that the billing provider, rendering provider, and supervising provider (if present) have a valid National Provider Identifier when saving a claim. This does not check that the NPI has been assigned to the given provider, but it can detect most invalid NPIs.
    • Physical address validation: the provider’s main address must be a physical address (not a PO Box). Users can set the Pay-To address in the Practice section if payment should be sent to the P.O. Box.
    • 9-digit zip codes: the facility (if present) and practice addresses must use 9-digit zip codes.
  • If any of the above three validations fail, users are shown a dialog which allows them either to continue saving the claim or to go back to fix the errors.   

Professional Claims 

  • When a professional claim which was previously saved as a 4010 claim is opened, it is checked to see if any payers on the claim have been set as 5010 payers in CollaborateMD. If any payers are now 5010 payers, the claim is automatically upgraded to 5010. A dialog is shown to the user indicating what changes (if any) were made to the claim.
  • Four new ICD codes have been added – a claim can now have up to 12 diagnosis codes.
  • The following Special Program Codes (Additional Info tab) have been removed:
    • EPSTDT/CHAP
      • EPSTDT/CHAP info is still be entered for the relevant claims by clicking the Other button on a charge line in the Charges tab.
    • Induced Abortion – Danger to Life
    • Induced Abortion – Victim of Rape/Incest
  • “Natural Disaster” was added as a Delay Reason code.
  • Ambulance claims now have a drop-off location as well as a pick-up location. Both are required for 5010 claims. Please note a patient and a 5010 payer must be selected on the claim in order for the drop-off location to be visible. 
  • The following codes were removed from the Ambulance Certification and replaced with the new code, “Patient was confined to a bed or chair.”
    • Patient was bed confined before ambulance service
    • Patient was bed confined after ambulance service
  • Box 12 options (Additional Info tab) have been changed: “No” has been changed to “Informed Consent”.
  • “Patient Refuses” was added to the Box 13 options (Additional Info tab).

 Institutional Claims

  • Special Program Codes have been removed from the Additional Info tab.
  • EPSDT certification codes have been added to the Additional Info tab for claims under this program.
  • Additional E-codes have been added under the Additional Info tab – up to 12 can now be entered.

Patient Section

  • Added four new ICD codes and a warning message stating that the last four ICD codes (9-12) are only used on 5010 claims. They will be ignored if the user creates a claim with 4010 payers only.
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Other


  • CMD-1479:  
    When logging into CollaborateMD a survey will periodically prompt users to rate "How likely are you to recommend CollaborateMD to a colleague or friend?"  The information collected will be used internally by the CollaborateMD leadership team to continuously seek to improve our product and customer relations.  The prompt will only be displayed to users once every 3 months.
  • CMD -1657Updated the CMD icon displayed throughout application to incorporate the new icon. The icon can be found in the upper right hand corner of the application followed by warning and search windows. 
  • MACUI-32: 
    For CMD on Mac OS X, added a "New Window" menu item to the main application menu and the right-click Dock menu to allow users to open up a multiple instances of CollaborateMD.