New Patient Accounting section with Statements, Pre-Collections and Collections Module
Statements:
Ability to filter patients with valid CCOF and to create patient payments from valid CCOF automatically
Ability to filter patients for which patient billing is on hold
Ability to filter and generate statements that include Pre-Collections charges
Ability to manage Patient Statement Note from the Statements screen for one or multiple patients
Ability to activate Hold Patient Billing from the Statements screen
Ability to Transfer patients to Pre-Collections
Favorite Filters - Ability to add, use and delete favorite filter(s) on the Statements screen
Hourglass Icons/Warnings - Red for the Collections and yellow for the Pre-Collections
Statements PDF improvements
Statements PDF improvements for Idaho practices
Column Note on the statements screen - Allows users to see Claim, Item, Balance Transfer and Patient Statement Note
Pre-Collections:
Ability to manage pre-collections patients: change Pre-Collection status, transfer patient back to the Statements, to put Patient Billing on hold or to manage Patient Statement Note
Favorite Filters - Ability to add, use and delete favorite filter(s) on the Pre-Collections screen
Ability to Write Off Patient’s Balance
Ability to transfer patient to Collections which will automatically do the following:
Generate .CSV file for Collections agency
Transfer the balance to the Collections tab
An Adjustment in the amount sent for Collections will be applied to the Patient’s Balance
An Alert will be created about this balance transfer to all predefined Invitees
On the patient Summary screen, in the Miscellaneous section, status Collections will be shown
Collections:
Ability to track patients that are in collections
Ability to change Collection status
Ability to transfer patient back in Pre-Collections
Demographics - Hold Patient Billing: Ability to put Patient Billing on hold and to define the date until the billing is on hold
Patient Summary - Miscellaneous - Ability to see if patient has Draft Refunds, Bed Debt Adjustments or Balance transferred to Collections
Patient Summary - New section Patient Statement Note is shown if note is applicable
Patient Financials screen - Ability to manage Patient Statement Note
Patient Financials screen - Hourglass Icons/Warnings - Red for the Collections and yellow for the Pre-Collection
Dashboard - Ability to see number of Pre-Collections patients in status Pending Office Approval
Claim Log - Ability to track Statement, Pre-Collection and Collection changes in the Claim Billing Log
Check Out - Ability to see patient’s Collections amount
Encounter Billing Improvements:
New columns on the Billing Encounter list (Procedures, ICD-10 and Insurance)
New section Insurance Profile on the Encounter Billing screen - shows all policies from the selected Insurance Profile with an appropriate Eligibility icons
Claim screen - Ability to view Eligibility icons for all policies in the section Responsibility
Refunds Improvements:
Ability to filter patients with Patient Balance equal to account balance
Ability to delete Refund from the patient's Financials screen
Ability to view next visit on the Refunds screen and to filter list by next visit
Ability to see Draft Refunds on the patient's Summary screen, in the Miscellaneous section
Ability to see Draft Refunds in appointment report
Patient Financials Improvements:
Payment date added in Description column for Patient Payments, Insurance Payments and Credit Transfer
Adjustment reason added in Description column for Patient Adjustments
Refund status added in Description column for Refunds
Hyperlink to patient's account from the "Generate Patient Refund” screen
Diagnosis on the Global Period banner
Diagnosis on the Insurance Payment Screen
Claim Billing Note on the Insurance Payment screen
Date Created column added on the Patient Insurance History screen
Fax number on the Practice -> Insurance Companies screen
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