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What's New: Collections warnings are now saved at the account level instead of just the patient level, ensuring they remain visible even if a patient is discharged and later becomes an opportunity in CRM. This allows both RCM and CRM users to see and manage collections warnings consistently.
Why It Matters:
Ensures visibility across both EMR and CRM, so collections warnings don’t disappear after discharge.
Helps admissions teams make informed decisions about readmissions.
Keeps financial teams aware of past collections issues when reviewing new opportunities.
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Collections warnings now appear in both EMR and CRM
Users with Collections Warning or Admin permissions can add/remove warnings from the Opportunity Header Menu in CRM.
Patient Header Indicators: Warnings still display in the patient header upon admission.
Hover-over Details for users without edit permissions in:
Patient photo section
Displays Activated User, Effective Date, and Comments
Removing a Warning:
Users must select a reason from a dropdown when removing a warning.
The dropdown values are configurable in RCM List of Values, allowing organizations to customize removal reasons.
The system logs the selected removal reason, the user who removed it, and the timestamp for tracking.
Reporting: Collections warnings and related details are now included in the Master Census Report and Dynamic Census Report.
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Add Payment ID & Credit Card Transaction ID to GL Export
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