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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 upcoming 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.
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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 update provides a more realistic view of Account Receivables by calculating the balance as the Expected Amount minus all payments when the EOB is on hold or if no payment has been received. In other scenarios, it's the Charged Amount minus the sum of active adjustments and all paymentsenhancement 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.
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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-3000 - Custom Fields - 'Reportable Field' selection not saving in Form Builder
SUN-2938 - Group Notes - "Sign All Forms As:" (User, Form Approval Role) is not respecting "Required" flag on field setup - Validate Required Fields before "Sign All Forms As:"
SUN-99 - Patient Engagement: Ability to add pictures, IDs, Insurance Cards