New Reports: Claim Report and Write-off Report
We’ve released a 2 new reports that allows you to generate comprehensive reports on your claims.
Claim Report:
The Claim Report provides a detailed view of all claims within a selected Date of Service (DOS) range. It includes key information such as Encounter ID, DOS, Primary and Secondary Payers, Claim Type, Rendering and Billing Providers, Patient Name, Patient Account Number, Patient EHR ID, CPT codes, Units, Charges, Insurance Payments, and Patient Payments.
To generate the report, simply enter your desired start and end DOS. You can also apply filters for providers, payers, and CPT codes. If no filters are selected, the report will include all data by default.
You can access this new feature by clicking Report > Claim Report
Write-off Report:
We’ve released a report that allows you to generate write-off data based on DOS. Simply enter the start and end DOS, and the write-off reasons and the system will generate report with the encounter, the written-off code, the EOB reason code, the write-off amount and write-off reason.
You can access this new feature by clicking Report > Write-off Report
Note: If you don’t see these reports in the left panel, you may not have access. Please contact your admin to request access. Admins can enable this in Settings > User Access.
New Advanced Action option: This should be a medical insurance claim
We’ve introduced a new Advanced Action option: “This should be a medical insurance claim.”
This option allows you to convert a claim from a Workers’ Compensation claim to a Medical Insurance claim. Once applied, the claim type will be updated accordingly and the claim will be moved to the Claim Review queue for further action.
This option is also available under Advanced Actions – Admin.
Upload Clinical Documents
You can now manually upload clinical documents directly to a claim. Once uploaded, all users with access to the claim can view them, making it easier to collaborate without needing to retrieve documents individually.
CH Rejection Work Queue: Resubmission Options
When a claim is in the CH Rejection Work Queue after receiving a secondary denied, you can resubmit it as either a Primary or Secondary claim after making the necessary adjustments.
New work queue options
We have added new Work Queue Assignment options.
Practice Default
Any claims that do not match existing work queue assignments will automatically be routed to the Practice Default user. This ensures all claims, including extreme edge cases, that require human review are assigned and not missed.
Claim Review: Duplicated Claims
We’ve introduced a new Review Reason: Duplicated Claims. Any claims identified as duplicates will be automatically assigned to the designated user for review.
Patient Statement Status
Easily keep track of your patient statements with our new status feature. You can now label statements as New or Processed to better manage your workflow and monitor progress.
To update the status, select the desired claims, click the Status button in the top-right corner, and choose the appropriate status.
