7.3.9 Service Pack Release Notes 02-09-10

• ***New Functionality*** - ***Internet Explorer Version 8 Only*** Additional settings have been added to the Configure Internet Explorer utility. To include these changes, you can run the utility by clicking the Configure Internet Explorer icon on the launch page. Or, you can launch Internet Explorer; click Tools; select Internet Options; click the Security tab; click the Custom level button. Scroll down to the Downloads section and select Enable for all three options. This must be done on all workstations running IE8. These steps have also been added to the Workstation Setup Steps for IE8 in Help under Introduction, System Processes.
  

• Move/Re-Build Transmission File (Billing, Insurance Billing Functions, Electronic Claims) - ***New Functionality*** - This function has been enhanced to allow secondary institutional claims to be sent electronically. You must check with your secondary carriers before using this function to send those claims.
  
  
• Print Confirmation Report (Billing, Insurance Billing Functions, Electronic Claims, Printing Options) - It was possible for a message, Unable to connect to host. Please check your server's Internet connection and try again to display at the top of the screen, preventing reports from downloading. This has been resolved.
  
  
• Print Exception Report (Billing, Insurance Billing Functions, Electronic Claims) - It was possible for the No Primary Carrier on Account exception to occur when the only primary insurance carrier on the account had the Courtesy option selected in the Bill this Carrier field. This has been resolved.
  
  
• Print Exception Report (Billing, Insurance Billing Functions, Electronic Claims) - ***New Functionality*** - An exception for 'CLIA Number required for Medicare Lab Services' has been added. This exception occurs if you have followed the CLIA Number Setup Process in Help (Introduction, System Processes), but you have not entered the CLIA number in Maintain Dr Provider Numbers (Tables, Doctor Code Table, Provider Number Table).
  
  
• Print Insurance Forms (Billing, Insurance Billing Functions) - ***Clients using new HCFA Alignment Wizard program only***
  
  • Box 12 was printing the Date of Service for the claim when it should have been printing the date the claim is printed. This has been resolved.
    
  • Box 24E was printing the Diagnosis Pointers with spaces in between each pointer. This has been resolved.
    
  • It was possible for the HCFAs to print blank or out of alignment if the top and bottom margins for the printer were not set at .25 inches. This has been resolved.
    
  • It was possible for not all HCFAs to print when printing directly to the printer, although they would print to the screen. This has been resolved.
  
  

• Patient Collection Inquiry (Collections, Patient Collections) - The check boxes at the far left of the summary screen were removed as they did not provide any extra functionality.
  
  
• Patient Collection Inquiry (Collections, Patient Collections) - ***New Functionality*** - If the Collection Status is changed to a Payment Plan or from a Payment Plan, that change now displays on the Patient Collection Inquiry screen with Work Account in the Last Action column and the updated status reflects in the Status column.
  
  
• Populate Collection Roster (Collections, Patient Collections) - Previously, this function disregarded any line item that had not been filed to insurance (e.g. Service Charges, No Show Charges, Insufficient Funds Fees). Now every line item will populate into collections unless it is a charge that has not been filed to insurance and the Bill to Insurance option is marked Yes in the Procedure Code Table for that code.
  
  
• Review for Turn Over Report (Collections, Patient Collections, Turn Over Functions) - If the Patient Aging option is selected in Patient Collections Integration, the aging on this report is now also based on Patient Aging.
  
  
• Work Accounts (Collections, Patient Collections)
  
  • ***New Functionality*** - ***Family or Linking Databases Only*** The Family Review function has been added to the Action Column.
    
    
  • ***New Functionality*** - ***Linking Databases Only*** The Family Review function now displays balance aging detail for each patient for both Patient and Insurance balances with subtotals and grand totals for each category.
    
    
  • The messages that display if you try to change the status on an account that is currently in a payment plan have been modified. When you select a different status, a message, This patient is in a Payment Plan. The Payment Plan must be deleted before the Collection Status can be changed. Do you want to delete the Payment Plan? displays. If you select Yes, the status changes to the one you selected. When you click Cancel to return to the Work Accounts summary screen, the change of status displays in the Status column.
  
  

• Expected Payment Report (Managed Care, Management Reports) - If you selected the Include Personal Payments check box, the report would print co-payments under both the Fee Schedule for the Insurance Carrier attached to the payment and under the PERS Fee Schedule. This has been resolved and they will now print under the PERS Fee Schedule only.
  
  
• Expected Payment Report (Managed Care, Management Reports) - It was possible for the adjustment amount to be incorrect if there were multiple payments on the same line item. This has been resolved. Also, if you selected to Include Unpaid Items, and there were personal and insurance payments and insurance adjustments posted, it was possible for the insurance adjustment amounts to print with the personal payment totals instead of with the insurance payment totals. This has been resolved.
  

• Create PC-Immunize Data (Patient, PC-Immunize) - ***ASP Clients Only*** This program has been enhanced to send the PC-Immunize files to MyReports. When the create process is complete, a message displays on your NetPracticePM screen: The immunization files are ready. Go to MyReports to download them to your workstation.
  
  
• Create PC-Immunize Data (Patient, PC-Immunize) - ***New Functionality*** - H1N1 procedure codes 90470 and 90663 have been added to the PC-Immunize file.
  
  
• DMS (Patient, Change Patient Data) - ***New Functionality*** - ***Idaho Clients Only*** The State of Idaho requires guarantor consent for each patient to allow immunization data to be sent to IRIS (Idaho's Immunization Reminder Information System), the (confidential) state registry to help patients and doctors keep track of immunization records. A new IRIS - Immunization Release DMS Record has been created. If the guarantor provides signed consent, select the Immunizations Authorized for Upload check box. This will allow the data to be sent to IRIS.
  
  
• History (Patient, Change Patient Data) - When you select the Edit a Charge Action from the Transaction History screen, the Edit All Transactions for this date check box has been disabled. Since this Action is based on individual charge transactions, if you want to edit all transactions for the date, you must select the check boxes next to all of the charges that you want to edit.
  
  
• Patient Name and Address Information (Patient, Change Patient Data)
  
  • ***New Functionality*** - ***gMed Clients Only*** The Primary Care Doctor and the Patient Identifier from the Patient Name and Address Information screen is now being sent from NetPracticePM to gCare.
    
    
  • ***New Functionality*** - ***Family or Linking Databases Only*** Previously, if you changed something in the demographics of a slave account, the master account was being updated with those same changes. The master account is now included in the list of other family members so you can choose whether or not to update the master account with the changes.
    
    
  • ***New Functionality*** - ***Linking Databases Only*** The Family Review Action Column function now displays balance aging detail for each patient for both Patient and Insurance balances with subtotals and grand totals for each category.
    
    
  • ***Linking Databases Only*** If a change was made to the Guarantor information, it was not being saved in the audit trail on the patient's account. This has been resolved.
    
    
  • It was possible to receive a Page not yet fully loaded - try again message when selecting a function from a patient's account. This has been resolved.
  
  
• Patient Registration - When you made a selection in the Ethnicity field, it was not saving on the patient's account. This has been resolved.
  
  
• Print Recall Cards/Letters (Patient, Patient Recall Menu) - Alphabetic and Numeric option buttons have been added so you can choose to print the cards/letters alphabetically or in account number order.
  
  
• Print Recall Labels (Patient, Patient Recall Menu) - You can now choose to print labels for either the DMS Letter Recalls or the Recall Cards. If you select DMS Letter Recalls, labels for the Recall Types with DMS Letters attached to them will print. If you select Recall Cards, labels for the recall cards will print.
  
  
• Print Recall Labels (Patient, Patient Recall Menu) - Alphabetic and Numeric option buttons have been added so you can choose to print the labels alphabetically or in account number order.
  
  
• QuikLink (Patient, Change Patient Data) - For databases defined on a time zone different from the server time, it was possible for the NetPracticePM Login screen to display when you clicked the QuikLink. This has been resolved.
  
  
• Transactions - Procedures (Patient, Change Patient Data) - If you add Notes to the E-Superbill in Patient Check In/Out, and if you select either the Billing or Both option to indicate where you want those notes to display, the notes now display when you select those transactions to post. Previously, these notes would only display in the Unposted Procedures function.
  

• Aged Receivables by Insurance Dr (Reports, Aged Accounts Receivable Reports) - ***New Functionality*** - These reports can now be sorted by Insurance Dr.
  
  
• Aged Receivables by Procedure Code (Reports, Aged Accounts Receivable Reports) - When selecting a range of procedure codes, it was possible for the report to produce unexpected results for the codes that contain both numeric and alphabetic characters. This has been resolved.
  
  
• Collection Analysis Reports (Reports, Statistical Reports) - ***New Functionality*** - A Print by Service Date check box has been added to these reports to sort the data by Date of Service instead of Accounting Date. From Date and Through Date fields have also been added. Previously you could only select one month at a time.
  
  
• Comparative Summary Analysis Reports (Reports, Statistical Reports, Summary Analysis Report) - These reports round all of the numbers except when printed to Microsoft Excel via MyReports. Note that rounding of numbers can produce a small margin of error.
  
  
• Corporate Daily Register (Reports, Corporate Reports) - It was possible for an error to occur when printing this report. This has been resolved.
  
  
• Insurance Related Reports - ***New Functionality*** - You can now print the Insurance Denial Reports, Insurance Refile Reports and Insurance Pend Reports in Excel format by selecting the Microsoft Excel via MyReports option from the Printers dialog box.
  
  
• List of Patients by Transaction Referral (Reports, Patient Listings, Sorted Lists of Patients, Double Sorted Lists of Patients, List of Patients by Responsible Doctor) - ***New Functionality*** - You can now print this report in Excel format by selecting the Microsoft Excel via MyReports option from the Printers dialog box.
  
  
• Print DMS Labels (Reports, Data Management System, DMS Label Processor) - It was possible for the Patient Balance data element to not pull onto the labels. This has been resolved.
  
  
• Print UDS Reports (Reports, UDS Reports) - ***New Functionality*** - The following changes have been made to the 2009 UDS Reports:
  • Table 3B-Users by Race/Ethnicity/Language:
    • This table has been reformatted and the lines have been renumbered.
    • The number of patients by race displays on the left side of the table.
    • Hispanic/Non-Hispanic breakdowns display in columns on the right side of the table.
  • Table 6A-Selected Diagnoses and Services Rendered:
    • The 'Childhood Lead Test Screening (9 to 72 months of age)' (including the CPT code) has been added as Line 26A.
    • The 'Screening, Brief Intervention and Referral to Treatment (SBIRT) for Substance Abuse' (including the CPT code) has been added as Line 26B.
  • Table 6B-Quality of Care Indicators:
    • The total report print format and column header texts were changed to comply with the revised National Quality Form measure requirements.
  • Table 7-Health Outcomes and Disparities:
    • The format of this report has changed per the Health Resources and Services Administration's (HRSA) requirements.
    • Changed the location of where the data is being pulled from per the HRSA's requirements.
  
  
• Procedure Analysis by Referral Source (Reports, Statistical Reports, Detailed Procedure Analysis) - Results for Referral Source='0' would be included on this report even if you selected to run the report for only one referral source. This has been resolved.
  
  
• Sorted Aged Receivables (Reports, Aged Accounts Receivable Reports) - When these reports were printed to MyReports, they would not display all data when there were multiple table entries with the same Printing Name. This has been resolved so that the data is sorted by table code instead of Printing Name.
  

• Cancellation Report (Schedule, Scheduling Printing Menu) - ***New Functionality*** - This report now accommodates the Delete and Rescheduling Reasons. It contains a sub-heading in the body of the report for each new reason. Then it sorts by schedule doctor.
  
  
• Enter Patient Appointments
  
  • ***New Functionality*** - The two standard Comment and three user-defined comment fields have been increased to allow 50 characters per field.
    
    
  • ***New Functionality*** - A Type of Visit field has been added to the Multi-Scan function. If you choose to multi-scan with a Type of Visit selected, then the results will show only the available time slots where all of the resources in the selected Resource Panel have the exact same reserves set up on the schedule. If you leave the Type of Visit field blank, it will continue to show the time slots with no reserves.
    
    
  • The Pend Reason drop down list box is now alphabetized by the reason entered in the Description field in Maintain Scheduling Pend Codes.
    
    
  • If you try to schedule an appointment with a zero (0) in the Units field, a message, Appointment Units must be greater than 0 now displays. Previously, appointments scheduled with zero units would not display on the schedule.
    
    
  • It was possible for the page to time out when searching for a patient by phone number. This has been resolved.
    
    
  • If, for example, an appointment is scheduled in Database 1 with a Type of Visit that has the Schedule Room set as 1 and the Database Locator set as 2, it was possible for that appointment to copy to Database 2 even if Database 2 did not contain that same Type of Visit. This has been resolved and an appropriate warning message will display if this is attempted.
    
    
  • Inquiry - In the Recalls section, it was possible for the Reason to display under the Comment field. This has been resolved. The Recall Additional Comment now also displays under the Comment field.
    
    
  • When viewing the schedule, only ten appointments per time slot displayed even if more than ten appointments existed on that time slot. This has been resolved.
    
    
  • Wait List - Several changes have been made to the Wait List:
    
    • Entries added to the Wait List, by clicking the Add to Wait List Action Column function from within a specific appointment, will move off of the Wait List after the appointment date has passed for that specific appointment.
    • A Days for Wait List field has been added to the Scheduling System Integration (System, Database Maintenance Menu) to accommodate the following change:
      • All other entries added to the Wait List (not from within a specific appointment, but through the Move Patients to Wait List options when you edit a doctors schedule, for example) will move off of the Wait List after the appointment has met the number of days specified in the new Days for Wait List field in the Scheduling System Integration.
    • The Wait List screen now reflects columns for Entry Date for the date the patient was added to the Wait List and Appt Date for the existing appointment. Both of these columns are sortable and have been changed from MM-DD-YYYY format to MM-DD-YY format.
    • The Reason column has been removed from the Wait List screen, but you can still view the Reason by hovering over the wait list entry.
    • The Date field in the Wait List Filter has been changed to Appointment Date.
      
    • The corresponding changes will be made to the Wait List report (from selecting Print in the Wait List Action Column) in a future service pack.
  
  
• Maintain Type of Visit Codes (Schedule, Scheduling Table Maintenance, Type of Visit Table) - You can no longer type a zero (0) in the Number of Units field. Appointments scheduled with types of visits set with zero units do not show up on the schedule.
  
  
• Maintain Type of Visit Codes (Schedule, Scheduling Table Maintenance, Type of Visit Table) - You can no longer select labels from the DMS Letter to Print field.
  
  
• NetReminder Results - ***NetReminder Clients Only*** Asterisks will no longer appear on the results screen.
  
  
• Patient Check In/Out
  
  • ***New Functionality*** - The Recalls function has been added to the Action Column when you select a patient from the Check In/Out summary screen.
    
    
  • In the Filter function, when you tab from the Date field, the Location Code in the Location field is highlighted. Previously the field was selected, but it was not highlighted.
    
    
  • If a payment was voided through Patient Check In/Out, it reflected on the Check In/Out Payment Journal on the date the void was posted. This has been changed so it will reflect for the same date as the original payment.
    
    
  • ***NetPay Clients Only*** It was possible for an error message to display if you tried to collect a NetPay payment on an account with an invalid e-mail address. This has been resolved.
  
  
• Review Patient Appointments - It was possible for Microsoft Word superbills to not print from this function. This has been resolved.
  
  
• Verify Eligibility (Schedule, Verify Eligibility) - ***NetVerify Clients Only***
  
  • It was possible for batch eligibility verifications to get stopped in processing mode. This does not resolve the issue for old batches that did not finish processing. This does resolve the issue going forward.
    
    
  • If the eligibility response from the payer was very large, it was possible for NetVerify to 'time out' during transmission. This has been resolved.
    
    
  • It was possible for Pass results to occur on inactive insurance policies. A Fail result will now display for all inactive policies.
  
  

• Insurance Collections Integration (System, Database Maintenance Menu) - ***New Functionality*** - A Time field has been added so you can indicate what time you want the Automatic Roster Population to occur so that it does not conflict with the nightly backups you may have scheduled on your system. Previously, if you had selected the Automatic Roster Population check box, it would occur at 12:00 A.M. If you leave the field blank, whether you select the Automatic Roster Population check box or not, the time saves as 12:00A. NOTE: If the roster has already populated for that day and you change the time to a later time in the day, the roster will not automatically populate until that time the next day.
  
  
• NetCoder Integration (System, Database Maintenance Menu) - ***New Functionality*** - ***NetCoder Clients Only*** A new Code Checks on E-Superbill in Background check box has been added. If you select this option, the NetCoder code checks process in the background for E-Superbills, which eliminates long delays when saving E-Superbills. There may be some delay between the time the E-Superbill saves and the NetCoder dot appears on the Unposted Procedures screen, but in most cases this delay is unnoticeable.
  
  
• NetPay Integration (System, Database Maintenance Menu) - ***New Functionality*** - ***NetPay Clients Only*** A Default Location field has been added. This required field determines the merchant account to use when the location is not specified by the NetPay payment.
  
  
• Patient Collections Integration (System, Database Maintenance Menu) - ***New Functionality*** - A Time field has been added so you can indicate what time you want the Automatic Roster Population to occur so that it does not conflict with the nightly backups you may have scheduled on your system. Previously, if you had selected the Automatic Roster Population check box, it would occur at 12:00 A.M. If you leave the field blank, whether you select the Automatic Roster Population check box or not, the time saves as 12:00A. NOTE: If the roster has already populated for that day and you change the time to a later time in the day, the roster will not automatically populate until that time the next day.
  
  
• Print All Data for Inactive Patients (System, File Maintenance Menu, Inactive Patients Menu) - It was possible for some of the inactivated patient information to be omitted from this report. This has been resolved.
  
  
• Scheduling System Integration (System, Database Maintenance Menu) - A Days for Wait List field has been added. You can set how many days past the Entry Date that you want patients on the Wait List (added not from within a specific appointment, but through the Move Patients to Wait List options when you edit a doctor's schedule, for example) to remain on the Wait List. The entries will be removed from the Wait List after this set number of days after the Entry Date. See the Wait List entry under Enter Patient Appointments in the Schedule section of these Release Notes for additional information.
  

• Maintain Recall Type Codes (Tables, Recall Type Table) - You can no longer select labels from the DMS Letter to Print field.
  
  
• Import Fee Schedules (Tables, Fee Schedule Table) - This function no longer allows amounts with more than two digits after the decimal point. NetPracticePM will import only the first two digits after the decimal point.
  

• Edit a Transaction - ***New Functionality*** - A Department Code field has been added to this function.
  
  
• Edit a Transaction - You can no longer change the Batch Number field on a transaction (procedure, payment, adjustment) to a batch number that has an Accounting Date tied to it that is different from the Accounting Date tied to the transaction you are editing. You will receive the Batch Number: The Accounting Date on this transaction is different from the Accounting Date tied to this Batch Number message.
  
  
• Missing Charge Report (Transactions, Transaction Journals) - ***New Functionality*** - You can now print this report in Excel format by selecting the Microsoft Excel via MyReports option from the Printers dialog box.
  
  
• Payment Entry Function
  
  • ***New Functionality*** - ***Family or Linking Databases Only*** The Family Review function has been added to the Action Column on the payment allocation screen.
    
    
  • ***New Functionality*** - ***Linking Databases Only*** The Family Review function now displays balance aging detail for each patient for both Patient and Insurance balances with subtotals and grand totals for each category.
    
    
  • It was possible for DMERC claims that had been pended to not be sent as DMERC after they were unpended. This has been resolved.
  
  
• Pre-Treatment - It was possible for the Calculate Payment function to include totals from the previously accessed patient. This has been resolved.
  
  
• Procedure Entry Function
  
  • ***New Functionality*** - This function has been enhanced so that the check for duplicate entries goes back 180 days. Previously the check went back 90 days.
    
    
  • ***New Functionality*** - You can now send information about Purchased Services on electronic claims.
    • Set up procedure code PS in Tables, Procedure Code Table, Maintain Procedure Codes.
      • Select the Medical Care option in the Type of Service field.
      • Select the Yes option in the Bill to Insurance field.
      • Clear the Outside Lab check box.
      • Set the price at 0.00.
    • Set up the outside entities/vendors where the services are purchased from in Tables, Referral Source Table, Maintain Referral Source Codes.
      • Type a valid Tax ID or NPI Number.
    • When posting procedures, the Purchased Service information must go in the line directly below the CPT that is the Purchased Service.
      • In the Proc field, type PS.
      • In the Description field, type the Referral Source Code of the vendor where the services are purchased from, a forward slash, and the dollar amount of the services (including the cents after the decimal point). For example, if services were purchased from Allied Pathology (which is Referral Source Code AP) the Description would be AP/150.00.
      • Leave the Chg Amt field at 0.00.
    If the Create Insurance File function finds a PS transaction, the necessary associated loops and segments are created and sent electronically. If you need to send Purchased Service information on paper claims, contact NetPracticePM customer service.
    
    
  • Changes have been made to how the Chg Amt field populates amounts based on fee schedules.
    Key:
    Fee Schedule: Assigned in the patient's Billing Information screen (Patient, Change Patient Data)
    Rate Schedule and Facility Rate: Assigned to the Performing Doctor (Tables, Doctor Code Table, Maintain Doctor Codes) and to the Procedure Code (Tables, Procedure Code Table, Maintain Procedure Codes)
    Location Code: Facility Fee Schedule field marked as Facility Amt or Non-Facility Amt in (Tables, Location Code Table, Maintain Location Codes)
    Fee Schedule Amount: (Tables, Fee Schedule Table, Maintain Fee Schedule Amounts)
    1. 
       
       • If the patient has a Fee Schedule on their Billing screen and if there is a Rate Schedule involved and the Location is a Facility, it will go in this order to determine the price:
         • Facility Alternate Fee for the Rate Schedule from Fee Schedule Amount table
         • Facility Alternate Fee for the Normal Rate from Fee Schedule Amount table
         • Facility Rate Schedule amount from the Procedure Table
         • Rate Schedule amount from Procedure Table
         • Facility Price from Procedure Table
         • Normal Price from Procedure Table
       • If the patient has a Fee Schedule tied to their Billing Screen and if there is a Rate Schedule involved and the Location is a not a Facility it will go in this order to determine the price:
         • Non-Facility Alternate Fee for Rate Schedule from Fee Schedule Amount table
         • Non-Facility Alternate Fee for Normal Rate from Fee Schedule Amount table
         • Rate Schedule amount from Procedure Table
         • Normal Price from Procedure Table
       • If the patient does not have a Fee Schedule tied to their Billing Screen and if there is a Rate Schedule involved and the Location is a Facility it will go in this order to determine the price:
         • Facility Rate Schedule amount from Procedure Table
         • Rate Schedule amount from Procedure Table
         • Facility Price from Procedure Table
         • Normal Price from Procedure Table
       • If the patient does not have a Fee Schedule tied to their Billing Screen and if there is a Rate Schedule involved and the Location is not a Facility it will go in this order to determine the price:
         • Rate Schedule amount from Procedure Table
         • Normal Price from Procedure Table
    
    
  • This function no longer allows a Superbill number that had been tied to an appointment where the Unposted Procedures were deleted. A message, The charges that had been tied to this Superbill Number were cancelled displays.
    
    
  • Previously you could type an inactivated doctor code in the Ref Dr field. A message, 'This Ref Dr has been inactivated', now displays instead.
    
    
  • If you add Notes to the E-Superbill in Patient Check In/Out, and if you select either the Billing or Both option to indicate where you want those notes to display, the notes now display when you select those transactions to post. Previously, these notes would only display in the Unposted Procedures function.
  
  
• Procedure Journal (Transactions, Transaction Journals) - ***Family Databases Only*** If you sorted this report in any order other than Date order, the edited transaction items did not print. This has been resolved.
  
  
• Reverse a Transaction - A change has been made so that you can no longer reverse a transaction if the Insurance Ledger reflects 'Claim Sent', meaning that it was filed electronically and submitted to insurance. You must instead post a negative charge.
  
  
• Unposted Procedures - ***New Functionality*** - ***NetCoder Clients Only*** Maternity, Gender and Age issues now reflect with a yellow dot instead of a red dot since they are warnings and not coding violations.
  
  
• Unposted Procedures - With Unposted Procedures entered via E-Superbill and auto-posted, co-payments were not being applied to $0.00 charges and were not left as unallocated, leaving the account out of balance. This has been resolved so that the credit for the co-payment remains unallocated next to the payment transaction.
  

• eDOCS - ***eDOCS Clients Only*** - The Patient Lookup function in the scanning application was including inactivated patients. This has been resolved.

• When you send a report to Microsoft Excel via MyReports, there are certain cases where Excel will strip away the leading zeroes in a numeric field. These leading zeroes can be restored. See the Microsoft Excel via MyReports Help section under (Introduction, Printing in NetPracticePM, Standard Printing Options).

• Authorizations (Managed Care, Authorization Tracking Menu, Maintain Authorizations) - When you post an authorization using the AUTH procedure code, the remaining number of authorizations is reduced based on the number of units entered in the Mlt field on that AUTH line item, regardless of how many units are in the Mlt field on the associated procedure.
  
  • If you enter, for example:
    
    • Proc 99213 with Mlt 1
      
    • Proc AUTH with Mlt 2
      
    • The remaining number of visits for this authorization number will be reduced by 2.
  • But if you enter, for example:
    
    • Proc 95117 with Mlt 3
      
    • Proc AUTH with Mlt 1
      
    • The remaining number of visits for this authorization number will be reduced by 1.
  
  
• If you forget to enter the AUTH procedure code and have to go back into Change Patient Data and use the Post AUTH Action from the Transaction History screen, you have to select the procedure code that you want the AUTH tied to. The authorization is then automatically created with the number of units that were originally posted with the procedure code. Therefore, if you need to change the number of units on this AUTH, you need to go to Edit a Transaction for the AUTH and change the number in the Multiplier field.

• Summary Aged A/R Reports (Reports, Aged Accounts Receivable Reports, Summary Aged A/R...) - The Unapplied Payments total represents the sum of the Unallocated Payments and total of the Re-Applied Payments from the Payment Reconciliation Report.

• Maintain Practice Denial Codes (Tables, Practice Denial Code Table) - When you post a Practice Denial Code that is marked as an Insurance Denial Type, the balance will stay in the insurance balance and a secondary claim, if applicable, will not be generated. When you post a Practice Denial Code that is marked as a Patient Denial Type, the balance will move to the patient's responsibility or a secondary claim, if applicable, will be generated.