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How to Use: Navigate to the patients chart for whom you want to set up “Sign with Code”. Use the blue pulldown menu and select “Sign with Code” from the menu of options. Have the patient input their secret code, sign and press save. You will now be presented with the pin code option when the patient needs to sign!
To enable this feature in your realm(s), please contact your Customer Success Advisor or submit a ticket to support@sunwavehealth.com.
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EMR - Deleted/Removed Forms Report
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How to Use: Visit Billing → Posting Report to view the new fields.
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RCM Control Enhanced: Introducing Manual EOB Holds
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
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, which will further refine both reporting and the collections process.
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What's New: Ad-Hoc Reports now include a Net Claim Balance calculation. This feature dynamically adjusts the receivables based on the status 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 payments.
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-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