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Date

Feb 7, 2024

Issues

15 14 issues

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How to Use: The system will automatically match modifiers in ERA line items with those in claim lines during the auto-allocation process.

Enhanced Financial Summary in Patient Charts

What's New: The financial summary in a patient's chart now displays "Total Patient Debits" alongside the "Patient Responsibility" amount. This update changes the label to "Patient Responsibility/Debits" and dynamically shows the total of all unallocated patient debits next to the Patient Responsibility amount.

Why It Matters: By providing a comprehensive view of the patient's financial obligations, including both their responsibility and outstanding debits, users can better understand and manage patient accounts. This clarity supports more informed financial discussions and planning with patients.

Who It's For: This feature is designed for any user who manages patient financials, including billing staff and financial counselors.

How to Use: In the financial summary section of a patient's chart (typically located in Insurance tab > Claims), you will now find the updated "Patient Responsibility/Debits" label. The total patient responsibility is displayed first, followed by a slash ("/"), and then the total of all unallocated patient debits.

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Insurance Authorization-Based Service Bundling

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Issue key

Summary

SUN-3648

Enhanced 2FA Feature with Auto-Reactivation

SUN-3593

Insurance Authorization-Based Service Bundling

SUN-3558

Enhanced Manage EOBs Interface with Tracking for Deleted Payments

SUN-3498

Stripe Integration on Patient Engagement Portal

SUN-3477

Patient Roster Filters

SUN-3444

Enhanced Manage Services with Mandatory Fields in Service Business Rules

SUN-3372

Generate and Send .ICS File for Unique Appointments booked or modified on Calendar

SUN-3305

Enhance ERA Posting: Integrate Modifier Matching in Auto-Allocation System

SUN-3268

Company Branding on Printed Patient Roster

SUN-3193

Claims Summary now Displays Total Patient Debits Alongside Patient Responsibility

SUN-3188

Select All in PE > Pending Forms

SUN-3087

Allow Selectable  Group Titles and Behavioral Objectives in Group Sessions

SUN-2463

Brand Your Patient Engagement Landing Page

SUN-1925

CRM - New Opportunity - Auto-Suggest to work for Last Name

SUN-54

Master Treatment Plan, added pop-up "Are you sure you want to delete?"