What's New v.8.4

Last Updated: 5/10/2012

 

 Admin


  • CMD-1707: Implemented a maximum limit to the Wait __ minutes between calls setting in the Appt Confirmation setting tab. The user will now receive a warning if a value greater than 1080 minutes (18 hours) is entered. This is the maximum value supported by the appointment reminder software.
  • CMD-1799: For auditing purposes we've added two new fields to the Edit User window via the Admin section of the application called “Last Successful Login” and “Last Failed Login Attempt”.

 Claim 


  • CMD-1521: When selecting POS codes 21, 51, or 61 on a claim, a warning message will display indicating that an Hospitalized Date (Box 18) is required. Not entering a Hospitalized Date (Box 18 when using these POS Codes will result in claims being rejected at the Clearinghouse.
  • CMD-1709: Added logic to the Claim section to update the Practice selected on the Claim in the event the Provider is changed and the new Provider is associated with a different Practice than the previous one selected.
  • CMD-1756: A warning message will display when saving an Institutional claim that has an Inpatient POS Code selected and no Admission Type code selected on the claim. This warning message will prevent claims from being rejected at the Clearinghouse. 
  • CMD-1779: Corrected an issue that was causing the default Drug Units value for a CPT not to auto populate on a claim when the CPT was auto populated as a patient default. 
  • CMD-1794: Added a new field to the Other Info window in the Claim section that will allow users to specify the drug code format (i.e. ‘5-3-2’, ‘4-4-2’, etc) for the corresponding drug code. If specified, the additional zero will be added to the drug code value in the appropriate location before sending to the Clearinghouse. In addition, this format option can be set with a default value for specific CPT code(s).
  • CMD-1795: Added warning within the Claim section of the application when the user saves a claim if billing Medicare with POS 12 charge(s) and the corresponding patient record does not have a full 9 digit zip code entered. This would result in the claim being rejected at the Clearinghouse if not corrected prior to submission.
  • CMD-1831: Added a warning within the Claim section of the application when the user saves an Institutional claim with no Type of Bill value entered. Previously, this would result in the entire claim file being rejected at the Clearinghouse if not corrected prior to submission.
  • CMD-1960: The application will now prevent the user from saving a claim if they have set a charge as deleted and the corresponding charge that has payment activity has not been deleted as well.  Also, users will be unable to save a claim if all charges are removed.
  • CMD-1996: Added a warning within the Claim section of the application when the user saves a DME with an invalid POS code. This would result in the entire claim file being rejected at the Clearinghouse if not corrected prior to submission.
  • IDEA-4 [IE 235]: Added a new user default option "Default Date of Similar Illness (box15) to value in Date of Onset (box 14)". When set to Yes, the value of Date of Similar Illness (box 15)" field within the Claim section will be set to the value that the user has input in the "Date of Onset of Illness or Accident (box 14)" field. When set to No (default option), there will be no change to current functionality.
  • IDEA-5 [IE 234]: Added a new user default option "Default Claims to be Homebound". When set to Yes, the value of Homebound field within the Claim section will be set to Yes. When set to No (default option), there will be no change to current functionality.
  • IDEA-7 [IE 188]: Added a warning message that will be displayed when a user tries to save a claim with a code that has been marked inactive on the customer’s codes list.

 Codes


  • IDEA-2 [IE 299]: Users can now input a default Additional Description for a CPT code that will be automatically included on charges with the associated code. The additional description field is a required field for 5010 claims when a non specific procedure code is used.
  • IDEA-10 [IE 230]: Added a new field for Notes to the Billing & Procedure codes. Users will be able to input up to 4,000 characters within this area on new and existing codes.
  • IDEA-11 [IE 266]: Modified the ICD and CPT code search to allow users to search the code descritpion by keyword (i.e. search will return results with input text anywhere within the code description not just from the start of the description).

 Idea Exchange (IE)


  • IDEA-1 [IE 193]: A new feature called Company News has been added to the application. For companies small and large, providing up to date internal news to staff is important to maintain effective communication.  The Company News section allows Administrators (and delegated users) to post news bulletins for your staff to read.  The Company News section is located on the main login screen so it is the first item users see after logging into the application.  This new capability will provide an effective mechanism for communicating important information and events with your employees.
  • IDEA-2 [IE 299]: Users can now input a default Additional Description for a CPT code that will be automatically included on charges with the associated code. The additional description field is a required field for 5010 claims when a non specific procedure code is used.
  • IDEA-3 [IE 303]: Added a new Line Item Status called "Pending Physician". This Status is available within the Claim and Payment section of the application. In addition, a new report has been added called "Claims Pending Physician". This report is located within the Report section of the application underneath the Claims Report category.
  • IDEA-4 [IE 235]: Added a new user default option "Default Date of Similar Illness (box15) to value in Date of Onset (box 14)". When set to Yes, the value of Date of Similar Illness (box 15)" field within the Claim section will be set to the value that the user has input in the "Date of Onset of Illness or Accident (box 14)" field. When set to No (default option), there will be no change to current functionality.
  • IDEA-5 [IE 234]: Added a new user default option "Default Claims to be Homebound". When set to Yes, the value of Homebound field within the Claim section will be set to Yes. When set to No (default option), there will be no change to current functionality.
  • IDEA-6 [IE 183]: Add a new feature within the Claim Payment window under the EOB Posting tab that will allow users to set the Payment amount for each line item to the current Balance.When posting payments in EOB Posting, the Claim Payment window now displays an option to “Set All Charges to PAID”. This option will automatically set all charge balances on the claim to paid by the selected payer. A value will be entered into the Payment column equal to the balance for each line item. Before using this feature please review each line individually to ensure that all of the entered values are correct.
  • IDEA-7 [IE 188]: Added a warning message that will be displayed when a user tries to save a claim with a code that has been marked inactive on the customer’s codes list.
  • IDEA-8 [IE 151]: Added the "Next Appointment" field to the appointment editor window, under the Patient tab, under the "Last Seen" date. 
  • IDEA-10 [IE 230]: Added a new field for Notes to the Billing & Procedure codes. Users will be able to input up to 4,000 characters within this area on new and existing codes.
  • IDEA-11 [IE 266]: Modified the ICD and CPT code search to allow users to search the code descritpion by keyword (i.e. search will return results with input text anywhere within the code description not just from the start of the description).
  • IDEA-12 [IE 203]: Added a new option into the Default Billing Status drop down menu within the Payer Section for “Due Patient”. Corresponding claims created for payers with this selection will have all charges default to a status of “Balance Due Patient”.
  • IDEA-14 [IE 226]: Added an option to the schedule printout (daily and weekly view) that will include the patient's date of birth on the printout if chosen.
  • IDEA-17 [IE 47]: Added a new feature called Task Reminders. Task Reminders allows you to effectively manage your day to day task. With Task Reminders you can track tasks for yourself and other users within your account in one screen. This new capability will provide a single location to track all of your “to do” tasks and provide the ability for administrators to effectively delegate tasks to their employees. For more information about Task Reminders watch the Task Reminders training module. 
  • IDEA-19 [IE 41]: All reports will now print the practice name in the header when running for a specific practice. Reports that can be run for all practices will now also display the customer name if no specific practice is selected.
  • IDEA-21 [IE 24]: Added new fields to the Patient section to capture the name and address of the patient's guarantor (if applicable). Users also have the option of sending the patient statement to the guarantor.

 Messaging


  • CMD-1631: Prior to sending messages within the Messaging section of the application, the system will verify that duplicate recipients haven't been added.
  • CMD-1880: Added a warning to the Messaging section which will prevent user from creating a mail message folder with name greater than 40 characters.

 Patient


  • IDEA-21 [IE 24]: Added new fields to the Patient section to capture the name and address of the patient's guarantor (if applicable). Users also have the option of sending the patient statement to the guarantor.

 Payer


  • CMD-1785: Implemented ability for users to fill out and submit payer agreements electronically through the application and check the status of previously submitted agreements. For further details on how to use this new feature, users should view the Payer Agreements training module.
  • IDEA-12 [IE 203]: Added a new option into the Default Billing Status drop down menu within the Payer Section for “Due Patient”. Corresponding claims created for payers with this selection will have all charges default to a status of “Balance Due Patient”.
  • IDEA-16: Added button in the Payer section for the Collaboration Compass. When selected, the application will open a browser window and load the Collaboration Compass website.

  Payments & ERA’s


  • CMD-1649: Added an error message to Transaction Maintenance which will prevent users from deleting an applied account credit in the event that the system does  have record of how the account credit was generated (i.e. it does not know how to properly redistribute the money associated with the account credit).
  • CMD-1881: Added a warning message in Transaction Maintenance that will prevent users from deleting negative balance transfer credits if the corresponding charges balance is too low. Previously such an action would have resulted in duplicate negative transfer balance credits.
  • IDEA-3 [IE 303]: Added a new Line Item Status called "Pending Physician". This Status is available within the Claim and Payment section of the application. In addition, a new report has been added called "Claims Pending Physician". This report is located within the Report section of the application underneath the Claims Report category.
  • IDEA-6 [IE 183]: Add a new feature within the Claim Payment window under the EOB Posting tab that will allow users to set the Payment amount for each line item to the current Balance.When posting payments in EOB Posting, the Claim Payment window now displays an option to “Set All Charges to PAID”. This option will automatically set all charge balances on the claim to paid by the selected payer. A value will be entered into the Payment column equal to the balance for each line item. Before using this feature please review each line individually to ensure that all of the entered values are correct.

 Provider Section


  • CMD-1994: Added warning within the provider section when the user saves a provider with a value in the credentials field greater than 10 characters. Values greater than 10 characters will result in claim rejections as the corresponding ANSI field allows for a maximum of 10 characters.


Reports
  • IDEA-19 [IE 41]: All reports will now print the practice name in the header when running for a specific practice. Reports that can be run for all practices will now also display the customer name if no specific practice is selected.
  • RPT-483: The “Payments Received by Charge Date” report now displays the Charge Date and Receipt Date columns. Previously none of these dates appear on the report even though they were selected from the filter.
  • RPT-519: Added the option to “Show Breakdown by Payer” when running the A/R Aging Summary Report. In addition this report also provides a breakdown by Payer Class. 
  • IDEA-3 [IE 303]: A new report has been added called "Claims Pending Physician". This report is located within the Report section of the application underneath the Claims Report category. Added a new Line Item Status called "Pending Physician". This Status is available within the Claim and Payment section of the application. In addition,
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 Scheduler


  • CMD-1623: In the Options tab, users can now order the Appointment Types using the up and down arrows to the right of the table. When right clicking on an appointment and selecting “Add Appointment For” the types are populated in defined order selected within the Options tab.
  • CMD-1624: Enable mouse wheel scrolling action within the week view in the Scheduler.
  • IDEA-8 [IE 151]: Added a field to the Appointment Editor window, under the Patient tab, to show the patient's next scheduled appointment date. This value will be the same as can be seen from the patient section.
  • IDEA-14 [IE 226]: Added option to the schedule printout (daily and weekly view) that will include the patient's date of birth on the printout if chosen.
  • IDEA-18 [IE 89]: Added option to the schedule printout (daily and weekly view) that will include the patient's default provider on the printout if chosen.

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System 


  • CMD-1890: Added additional text to the user referral survey at log in to clarify that while comments are not required, they are encouraged in order to help CollaborateMD better understand what they like or dislike most about the software.
  • CMD-2001: Incorporated a warning into the application that will be displayed to the client upon log in if they do not have the minimum java version required for that version. The minimum required version for v8.4.0 has been raised from the previous versions of CollaborateMD.
  • IDEA-1 [IE 193]: A new feature called Company News has been added to the application. For companies small and large, providing up to date internal news to staff is important to maintain effective communication.  The Company News section allows Administrators (and delegated users) to post news bulletins for your staff to read.  The Company News section is located on the main login screen so it is the first item users see after logging into the application.  This new capability will provide an effective mechanism for communicating important information and events with your employees.
  • IDEA-17 [IE 47]: Added a new feature in the application to allow users to create and track date based reminders and tasks for themselves or other users within their account. For further details on how to use this new feature, users should view the Company News training module. For more information about Company News watch the Company News training module. 

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Other


  • CMD-1660: Added feature that will highlight icons at the top of the application when the user has an open record in that section of the program. Also added the option for the user to Close without saving when they attempt to logout with a record open.