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  • Head over to Manage EOBs after your ERAs have been auto-allocated.

  • Observe the allocations: even when UHC consolidate payments, every Date of Service gets its fair share of the payment, divided evenly and accurately.

  • No manual math needed! Any extra penny from divided payments is smartly assigned to the earliest service.

Enhanced RCM Control: Manually Hold EOBs for Precise Management

Why It Matters: Launch of a manual 'Hold' feature for Explanation of Benefits (EOBs), offering RCM users a powerful tool to manage discrepancies in insurance payments.

How to Use: This update is set to revolutionize the way receivables are managed, providing a more accurate reflection based on expected rates, which is crucial for financial clarity and control.

Who It's For: Designed for RCM users who require an advanced level of precision in tracking and managing insurance payments and financial outcomes.

How to Access: Navigate to Billing > "Manage EOBs", select an existing insurance payment or enter a new one. Within the Claim line, check the "Hold" box to set the status, and the line will turn pale red to indicate it's on hold. This feature is particularly useful when you're disputing an amount with insurance. Expect this function to gain even greater significance as we introduce new features to further improve the management and understanding of receivables shortly!

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All Tickets in Release

  • SUN-3267 - Financial - Keep period 'Locked' after generating the journal entries

  • SUN-3217 - Differentiate Between Refunds and Takebacks in Financials via ERAs Story

  • SUN-3211 - Financials - Display Hyperlinked Number Next to Journal Entry which represents count of CoA affected

  • SUN-3190 - Patient Ledger Logo - Address overlaps with logo on Page 3 of the Patient Ledger

  • SUN-3186 - Financials - Export View Control Accounts as an CSV file

  • SUN-3182 - Financials - Payment Types Segmentation Rule enhancement SUN-3145 - RCM - Manually HOLD EOBs

  • SUN-3141 - Add Patient DOB to Condensed Patient Header

  • SUN-3130 - Payments Report - Overlapping Field Obscures Dropdown Carrot Icon in Payments Report Filter

  • SUN-3123 - RCM - Manage Services - Addition of "Global Estimated Rate"

  • SUN-3089 - ERA - UHC - Parse and allocate Dates of Service out of consolidated payments

  • SUN-3081 - PE > Pending Forms - Persist Search Filters

  • SUN-3028 - EMR - Search Patients - Program Filter to respect Program End Dates

  • SUN-2946 - Development of Unutilized Report for Billing with Net Unutilized Amount Calculation

  • SUN-2811 - Reports - Dynamic Census Report - Fix Spelling of Referral Source

  • SUN-2763 - Waves - Reporting Capabilities

  • SUN-2559 - Reconfiguration and Addition of FoRSE Submissions and FoRSE Scores Report

  • SUN-2106 - API Calls Include Data from Deleted Table Rows

  • SUN-1926 - Enhanced Tracking for Unutilized Insurance Authorizations (Stepdowns and Discharges)