67.0 Release Notes

Insurance

• Individuals can now have insurance information associated with their record. These individuals are not patients, but are guarantors/family members of a patient.

Reporting

• A Financial Transfer Report has been added that returns only transfer codes in the results. Search fields include:
  • Financial Transfer
  • Provider
  • Patient
  • Insurance Payer
  • Procedure
  • Clinic Group

Imaging

• The provider's last used imaging template will now be loaded when visiting a Patient's Imaging menu.

Reporting

• Added Payment Made By search field to the Income Report financial fields.
• Adjustment Report now includes Insurance Payer Address, Procedure and Clinic search fields. Additional search fields were added to Financial Adjustments. The results no longer include Transfer Codes.
• Patient Outstanding Report now includes Patient Aging Buckets and Insurance Aging Buckets search fields. Financial search fields have been expanded to include Patient, Insurance and Full Complete Balances.
• Revenue Report now includes Clinic Search fields. Group by Posting Date has been added in the options for displaying results.

Data Import/Export

• Fixed issue of not all patient payment records being exported.

Financials

• Fixed issue of incorrect running total on ad hoc statement when billing statement type is set to "Nested By Charge".
• Fixed the issue of orthodontic payment plan error messages not matching the expected highlighted fields.

Insurance

• Fixed the issue of the PD/PA icon not changing once an electronic PD/PA claim is approved.

Practice Settings

• Fixed an issue where a procedure removed from a Code Macro was not being removed.

Reporting

• Fixed errors when generating Mail Merge - EDI Statement PDF files.