Release Highlights

EMR Enhancements

EMR - Waves - Reporting

What's New: Sunwave is proud to offer enhanced reporting around Waves, providing a dynamic report for anything entering a Waves Queue!

Why It Matters: This change enhances visibility into workflows, processes and events that staff send waves about.

Who It's For: This enhancement is for managers, directors, and leadership who want to easily review any events or processes that their staff utilizes waves in. Track when waves were created, by who, comments and when or who completed them.

How to Use This Update: Navigate to reports, scroll down and select “Wave Queues Report”

Open

EMR - Patient Header - Display Age & DOB

What's New: Sunwave has enhanced the patient header to now display the D.O.B of the selected patient as well as their current age.

Why It Matters: This change presents a second data point in the patient header to make patient identify verification even easier for anyone.

Who It's For: This enhancement surfaces more identifying information for organizations with large teams of staff or high patient turnover where facility employees may not recognize a patient by appearance.

How to Use This Update: No action is required by the user, just take a look at our patient header!

Open

Enhanced Reporting for FoRSE Integration

What's New: Introducing the dynamic "FoRSE Scores Report" with interactive drag-and-drop filters and full export capabilities.

Why It Matters: This enhancement offers an intuitive and flexible way to analyze FoRSE data, with the added convenience of exporting comprehensive reports for further use.

Who It's For: Specifically designed for users in realms with FoRSE Integration enabled.

How to Use: Navigate to Reports > FoRSE Scores Report, utilize the interactive filters to customize your view, and export as needed.

Patient Engagement Enhancements

PE - Pending Forms - Enhanced Filtering

What's New: Sunwave now saves search and filtering parameters in the pending forms area of patient engagement.

Why It Matters: This change improves the ability of users to process large batches of patient engagement forms so that they can quickly move their patients through the onboarding process.

Who It's For: This enhancement is for admissions coordinators, therapists and others who utilize Patient Engagement to shepherd large groups of patients through their intake process. Users can now quickly review, accept or reject pending forms.

How to Use This Update: Navigate to patient engagement, pending forms and begin accepting or cancelling forms, all filtering will persist.

RCM/Financials Enhancements

Comprehensive Management of Unutilized Insurance Authorizations to Enhance Patient Outcomes & Reporting

What’s New:

1. Original Authorization Date Preservation: Introducing mechanisms to store and track the "Original Auth Until Date," safeguarding vital data against modifications and facilitating seamless backtracking if needed.

2. Unutilized Insurance Authorizations Report: Implementing an intricate report that meticulously details unutilized insurance authorizations, thereby providing granular insights into potential revenue discrepancies and areas that could be streamlined for better patient outcomes.

Why It Matters: The ability to effectively manage, track, and report unutilized insurance authorizations is imperative to identify areas for operational and financial optimization. Not only does this facilitate optimized financial management and billing accuracy, but also plays a pivotal role in identifying trends, patterns, and areas that may indirectly impact patient outcomes by highlighting potential gaps or oversights in care management and resource allocation.

Who It’s For:

• Billers: Enabling them to preserve, access, and validate original authorization dates, while providing comprehensive insights into unutilized authorizations, thereby empowering them to make informed billing and follow-up decisions.

• Management Teams: Providing them with robust data to analyze, identify, and strategize resource allocation, service provision, and financial management in a manner that enhances overall patient outcomes.

• Healthcare Providers: Offering insights into potential areas where patient care and management can be optimized and ensuring that resource allocation is synchronized with patient needs and insurance authorizations.

How to Use This Update:

Navigating & Updating Insurance Authorizations Upon Patient Stepdown or Discharge:

1. Patient Chart Navigation:

   1. Go to the desired patient’s chart.

   2. Locate and click on “Insurance Authorizations”.

2. Modifying "Auth Until" Date:

   1. Find and alter the “Auth Until” date to mirror the actual stepdown or discharge date.

   2. Upon modification, a pop-up will appear.

3. Entering New Details in Pop-up:

   1. Input the new "Auth Until" date.

   2. Choose a reason for the modification from the provided options (stepdown, discharge, or other).

   3. Optionally, add comments for additional context or clarification.

   4. Click save to preserve the changes.
      
      

Understanding & Utilizing The Unutilized Insurance Authorizations Report:

• Locating the Report: Navigate to Billing → Reports.

• Exploring Report Details:

  • The report includes specifics about unutilized days, original and updated authorization dates, reasons for change, and potential revenue impact.

  • The "Original Auth Until Date" is preserved to calculate and track unutilized days accurately, ensuring data consistency and offering retrospective data analysis.

  • View detailed breakdowns, including service-level details, reasons for changes, and unutilized days, to gain thorough insights into billing and patient management scenarios.

• Exporting Data:

  • The report can be exported as a CSV file for further analysis, sharing, and record-keeping.

Payment Types Segmentation

What's New: Enhanced segmentation rules in the Chart of Accounts, allowing differentiation between insurance and patient-based payments and refunds.

Why It Matters: Better financial clarity by accurately categorizing payments and refunds. This helps distinguish the source of funds, be it from insurance or directly from the patient.

Who It's For: Financial users who handle and review account statements and need precise categorization for effective bookkeeping.

How to Use: Go to Financials > Chart of Accounts. When selecting an account, a pop-up will appear. Use this pop-up to modify filter flags and choose between insurance and patient payments or refunds. The system will automatically integrate these into your chart of accounts.

A Simplified Approach to Out-of-Network Insurances and Refined Expected Rate Reporting.

What's New:

• "Global Estimated Rate" Feature: Located in the 'Manage Services' interface, this acts as a catch-all rate for out-of-network insurances. By setting this universal rate, you eliminate the need to input the same rate across multiple out-of-network insurances.

• Refined Expected Rate Calculations: For reports that use the expected rate calculation, the system will now default to this "Global Estimated Rate" when necessary. This change ensures that reports more accurately reflect expected earnings, especially when dealing with out-of-network insurances.

Why It Matters: Navigating out-of-network billing can be tedious with repetitive rate entries. By introducing the "Global Estimated Rate", we've reduced that redundancy. Additionally, with the refined expected rate calculations, financial reports will better align with actual expected earnings, offering a more accurate financial perspective.

Who It's For: Billing Managers, Financial Analysts, Administrators, and any RCM user involved in rate management and financial reporting.

How to Use:

1. Navigate to the 'Manage Services' interface.

2. Under "Global Rates", you'll find the new "Estimated Rate" option.

3. Set or adjust the "Global Estimated Rate". It'll automatically be the fallback rate for out-of-network insurances and expected rate calculations in reports.

Note: Always ensure that either a "Global Estimated Rate" or a specific rate is defined for insurances marked as "estimated". If not, a prompt will guide you to rectify it.

Export Control Accounts as CSV

What's New: Introduction of an "Export as CSV" button in the Control Accounts view. This allows users to effortlessly export and save the data from open journal periods.

Why It Matters: Enables easy local storage and further data analysis. Users can now obtain a digital copy of their control accounts data, enhancing convenience and documentation.

Who It's For: Financial users who need to archive, share, or further analyze control account data from the Financials module.

How to Use: Navigate to Financials > Accounting Periods. Select an "Open" Journal period and click on "View Control Accounts". In the pop-up, simply click the new "Export as CSV" button, and you'll be prompted to save the file on your device.

Streamlined Review of Accounts Affected by Journal Entries.

What's New:

• Hyperlinked Count Next to Journal Entries: Each Journal Entry now boasts a clickable number that reveals how many Chart of Accounts (CoA) are impacted.

• Direct Account Access via Modal/Popup: A new modal window lists all affected accounts by the entry, each leading to its detailed account view with a single click.

Why It Matters: Quickly understanding the breadth of a Journal Entry's impact is essential for financial analysis.

Who It's For: Financial Analysts, Accountants, and anyone involved in financial oversight or reconciliation tasks.

How to Use:

1. Go to Financials > Accounting Periods and locate an open journal.

2. Next to each journal entry, click on the hyperlinked count.

3. In the pop-up modal, view each affected account.

Smarter Allocation for UHC Consolidated Payments

What's New: Our system now parses and allocates dates of service from consolidated payments in your UHC ERAs. This means that even when multiple services from multiple dates are batched into one payment line, our system will smartly divide and allocate the payment across all services, ensuring accurate auto-posting without manual effort.

Why It Matters: UHC shifted how they format ERAs; we’ve updated our system to keep payment allocations accurate and easy.

Who It’s For: Billing users, especially those who manage UCH ERAs.

How to Use This Update:

• 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.

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-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)