New Features

1. NEW ACTION - Mass Apply in payment center
   
1. When a Payer Check is added, the system will apply the Charge amount as Paid amount as long as there is enough unapplied amount that can cover the Charge amount.  For example, in the case where a payment of $300 that had one claim with 4 charge lines of $120 each,  mass apply will post the first 2 charge line in the amount of $120 each.  It will not post any amount for the third charge line because there isn’t enough unapplied amount remaining to cover the charge.
   
2. When a Client Check is added, the system will apply the Charge amount as Paid amount toward client responsibility (Deductible, Coinsurance, Copay, and amount transferred to client) as long as there is enough unapplied amount to cover the Client Responsibility amount.
   
2. Forms field mapping - Users can now add a default value (client name/staff name/payer name/etc) to fields on an appointment form. Additional information can be found here.
   

Improvements / Enhancements

1. Billing Manager performance improvements
   
2. Scheduling performance improvements
   
3. Client/Staff list performance improvements
   
4. Added permission to allow appointment earning codes to be edited after the staff has submitted their timesheet. 
   
5. Clock in/out updates
   
1. enable clock in/out button on existing (today and forward) appointments.
   
6. Billing Manager
   
1. Changed start/end date interface
   
2. Added dropdown to select 1 or more payers when searching for billable appointments
   
3. Added "Generate" button to search for billable appointments. Appointments will no longer autogenerate when navigating the the Billing Manager.
   
7. Add GPS coordinates when a staff/guardian signs on an appointment. Users can click the GPS location and be redirected to google maps.
   
8. Added billing code to Authorization summary report
   
9. Added "Telehealth" as a location selection on the appointment. When Telehealth is selected in the location drop down, the system will automatically updates the “ Place of Service as ‘2 - Telehealth’ ” and “ add the Telehealth Modifier (either ‘GT’ or ‘95’) in Modifier values ” based on your payer service settings.
   
10. Invoice improvements
    
1. Payer Invoice
   
1. Added option ‘Include Scheduled Appointments’
   
2. Added option 'Separate Invoice Number'
   
3. Added option ‘Order by’
   
4. Added option ‘Description as’
   
2. Client invoice
   
1. Added option ‘Client Responsibility only’
   
2. Added option ‘Separate by Service Name’
   
3. Added option ‘Include Scheduled Appointments’
   
4.  Added option ‘Order by’
   
5. Added option ‘Description as’
   
11. Grouping non insurance appointments in post payments. Non insurance appointments will display as 1 claim/invoice for the whole month.