Release Highlights

EMR Enhancements

EMR - Patient Sign with Code

What's New: Patient Sign with Code is rolling out to all Sunwave clients! Allow a patient to input a pin code to stamp their signature onto any documentation.

Why It Matters: This enhancement to our form signatures will save patients and staff time when they need to sign very many forms in a row.

Who It's For: This enhancement is relevant to patients and any EMR staff capturing patient signatures. They can now quickly move through large sets of forms without asking the patient to constantly draw their signature with a finger or the mouse. Admissions and Intake staff will love this for helping get through the initial set of consent forms.

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!

EMR - Deleted/Removed Forms Report

What's New: You can now easily identify any deleted or removed forms from a patients chart by utilizing our new Deleted Forms Report!

Why It Matters: This report allows users to verify if forms were deleted or removed and the user associated to that transaction.

Who It's For: This report is for billing/financial analysts, clinical quality assurance staff and any others who want to verify any and all documentation entering or leaving a clients chart.

How to Use: Navigate down the left menu, click on Billing → “Deleted Forms Report”.

RCM Enhancements

Option to include CPT Codes on Patient Statements

What's New: Patient Statements can now include Billing Codes (Revenue Codes/CPT Codes) if enabled in Statement Setup, proactively addressing Texas state regulations and anticipating broader billing transparency requirements.

Why It Matters: This update not only aligns with Texas's new regulations but also positions healthcare providers to adapt swiftly to similar changes in other states, ensuring clear and compliant billing communication with patients.

Who It's For: Especially relevant for healthcare providers in Texas and any region with stringent billing disclosure laws, this feature is for anyone seeking to maintain the highest standards of billing transparency.

How to Use:

• In Practice Setup → Statements Setup.

• Activate the new “Include Billing Code on Patient Statement” flag.

  

• On the Patient Statement, Billing Codes will appear next to service descriptions, formatted appropriately to include both Revenue and CPT Codes.

Posting Report with Expanded Data Fields for Superior Tracking

What's New: The Posting Report now features the addition of Billing Facility ID and Patient MRI Number, enriching the dataset for a more complete financial analysis.

Why It Matters: Inclusion of these key identifiers elevates the precision of reconciliation processes and patient billing management, offering finance teams a deeper level of detail and verification.

Who It's For: Designed for finance professionals who depend on thorough and accurate reporting to streamline their workflows and enhance patient record management.

How to Use: Visit Billing → Posting Report to view the new fields.

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.

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.

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 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

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