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How to Use: Visit Billing → Posting Report to view the new fields.
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What's New: Our RCM now includes the ability to manually hold EOBs, granting users the power to meticulously review and manage Insurance EOBs that differ from expected rates.
Why It Matters: This development is pivotal for optimizing both the collection process and financial reporting. By allowing targeted holds on EOBs, users can ensure cash allocation is accurately reflected, directly influencing the effectiveness of collections and the precision of financial reports.
Who It's For: This tool is crafted for RCM users who demand detailed oversight of EOBs, particularly when there is a need for extensive follow-up with payers and when reporting must indicate that payment is not recognized as final.
How to Use:
Access Billing → Manage EOBs
Click the Columns filter at the top right and select “On Hold” ensuring the check mark is visible.
Notice with the Claims section of an EOB the new checkbox for holding EOBs.
Visually identify held EOBs through color differentiation.
Utilize the new filter function to view EOBs by their hold status, streamlining your management tasks.
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Future Integration: The introduction of this manual hold feature is just the beginning. It sets the stage for a more sophisticated interaction with the NET Claim Balance field (details below), which will further refine both reporting and the collections process. Expect to see the NET Claim Balance in more areas soon, enhancing the management of EOB Holds and other related functions.
Debut of Net Claim Balance on Ad-hoc: A Transformative Step in Financial Reporting
What's New: Ad-Hoc Reports now include a Net Claim Balance calculation. This feature dynamically adjusts the receivables based on the status (Hold) of EOBs and payments received.
Why It Matters: This enhancement provides an alternative perspective on Account Receivables, adapting to a range of payment and EOB situations influenced by our EOB Hold flag.
Who It's For: Designed for Billers and Financial Users who need a nuanced and accurate reflection of financial standings, especially in managing receivables and understanding the impact of pending payments or EOB holds.
How to Use: Access the updated Net Claim Balance in Billing → Ad-Hoc Report
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All Tickets in Release
SUN-3356 - Unable to move variance transactions from one period to next period
SUN-3350 - Ability to have patient signing the form with code
SUN-3345 - Hide Empty Filter Flyover in Claim Submissions
SUN-3338 - Financials - Services without Claims Not Included in Accounts When Filtered by Level of Care
SUN-3259 - Sign_and_Lock Feature Disrupts Select Column Types in Form Builder Application
SUN-3198 - Planned Group Notes: No longer showing session times
SUN-3160 - Manage EOBs - Save history after updating or deleting payments (lines and header)
SUN-3147 - RCM - Add Net Claim Balance Calculations to the Ad-Hoc Report
SUN-3145 - RCM - Manually HOLD EOBs
SUN-3114 - RCM - Patient Statement - Add Billing Code (CPT Code) to Patient Statement if selected in Statement Setup
SUN-3038 - Billing - Reporting - Request to see any forms removed to a patients chart
SUN-3032 - Enhancement of Posting Report: Add Patient MRI & Billing Facility ID and Remediation of Column Titles
SUN-99 - Patient Engagement: Ability to add pictures, IDs, Insurance Cards