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2021.11 Release Notes

New: Preferred Provider Organization (PPO) Policy Features

New: Insurance: Configure insurance policies as Preferred Provider Organization (PPO) policies with a PPO fee schedule and PPO contractual adjustment.
New: Insurance: The system uses the PPO fee schedule and PPO contractual adjustment to calculate the correct patient and insurance split.
New: Charting: Configure treatment consent forms to show or hide new PPO fee breakdown fields.

New: Electronic Remittance Advice (ERA) 835 Import & Multi-View

New: Insurance: The system can import ERA 835 files from the Change Health clearing house for batch payment allocation and claim processing.
New: Insurance: New ERA screens display the patients, claims, and procedure details on an ERA in a human-readable format.
New: Insurance: New multi-patient view for faster batch payment allocation and claims processing from ERAs and paper Explanation of Benefits (EOBs).
New: Insurance: Configure practice payment methods to match the standard ERA payment methods for auto-fill during ERA payment details import review.
New: Insurance: Manually upload an ERA file.
New: Insurance: Configure Change Health environment backend settings.
New: Insurance: The system creates audit logs for activity in Practice Settings > Insurance > ERAs.
New: Insurance: The system creates an audit event after sending a submission to Change Health.
New: Insurance: Manage and configure employer details from Practice Settings > Insurance > Employers.

Improved: Financials: Add Adjustment in Patient > Financials now displays System and Contractual adjustment options.
Improved: Financials: You can edit the allocation amount of a posted insurance payment to 0 in order to re-allocate the amount. The line must still balance before posting.
Improved: Insurance: You can now remove an employer association from an insurance policy.

Fixed: Charting: Fixed an issue that caused the treatment planning panel to become unresponsive after discarding a draft consent form.
Fixed: Charting: Fixed position of button bar for treatment planning panel consent workflow.
Fixed: Financials: Fixed excessive scrolling behaviour in the batch payment allocation single patient view.
Fixed: Patient Management: Fixed display order of primary and secondary policies when one or more policies is inactive.