Update – January 2023

1. BILLING UPDATE

Please note the labels of the following tabs within the billing module have been updated.

• Pending E-Statements tab label has been updated to “E-Statements”
• Pending Patient Statements tab label has been updated to “Patient Statements”
• Pending Electronic Submissions tab label has been updated to “Electronic Submissions”
• Pending Paper Submissions tab label has been updated to “Paper Submissions”
• Pending ERA Posting tab label has been updated to “ERA Failed Processing”

Patient Statement Update

A new feature has been added in the “Patient Statement” and “E-statement” tab to mark the statement as reviewed. This will facilitate the users to checkmark statements that are ready to be sent to patients.

This can be done by selecting the statement and clicking the button “Set Reviewed”. Statements that have already been reviewed can be filtered out using the “Reviewed” column made available in the Statement grid.

E-Statements were previously submitted automatically by default. Now users have the provision to stop the auto submission of E-statements by unchecking the “Auto Submission” checkbox in the E-Statements tab.

Paper statements can now also be automatically sent out to an integrated third-party vendor. For this purpose, the “Auto Submission” check box has been made available in the Patient Statements tab. Only reviewed statements will be sent out automatically. In order to send the paper statement out electronically, the vendor setup is required which can be done by contacting support.

Note the “Auto Submission” checkbox option can be changed by those users with an admin menu role and upon checking this box, the statements that have been reviewed will be sent out automatically at 7:00 pm daily.

“Advanced Payment” column has been added in the “Patient Statements” tab. This feature allows users to see the amount of advance payment balance available patients, which the practice can apply to outstanding balances.

Claim Submission Update

Previously the claims were automatically submitted by default. Users now have the provision to stop the auto submission by unchecking the “Auto submission” checkbox made available on the “Electronic Submissions” tab. If the “Auto Submission” checkbox is checked then the claims will be automatically submitted at 7:00 pm daily.