To allow for more flexibility in creating Non Orthodontic Payment Plan Contracts, there is now a question type "Non Ortho Payment Plan Treatments". The table will contain the following information: Treatment Date (empty for planned treatment), Procedure Code, Description, Site, Surface, Status, and Amount (Amount in the Payment Plan, not the full charge amount). It will be ordered by treatment date, starting with oldest and ending with any planned procedures.
Insurance Outstanding report type has been added to the Financials area.
Under Insurance Outstanding Search Fields, the options include: Outstanding Balance (OB) Amount, EOB Credit Amount, and Refund Credit Amount.
Other search options relate to the Insurance Payer Address Fields (e.g. Name, Uses E-Submission, etc).
Reporting display options include: Outstanding Amount, EOB Credit and/or Refund Credit, any of the Insurance Payer Address Search fields, and Clinic Group Title.
Group by options on Aggregate & Chart reports include: Clinic Group Title and Insurance Payer Address Name.
Added the ability to collapse payment plans so that only the headers are visible, which is very helpful when viewing a patient with multiple payment plans.
From Financials Automated Tasks in Practice Settings, there is a new automated task "Expire Insurance Policy job". This task reviews for insurance policies whose end date has passed and then ensures that the order of policies is updated to reflect the new expired policy.
Predeterminations opened from Charting will now show From/To dates so that a clinician can easily note when a predetermination is expiring.
While editing a claim in the electronic queue, the fee on the claim can now be updated similar to the review process for the paper queue.
The detailed results from a report are now limited to 10,000 items. The report will run and a warning will appear to indicate that the data was restricted to 10,000 items and users can refine the search fields to produce a more specific report.
The following updates were made to the Income Report (Financials):
Financials Payment Search Fields expanded to include: Payment Location, Posting Date, Payment Description, Payment Authorization Number, Payment Method, Entered By Provider, Lockbox Name, Batch Number, Transaction Number, and Deposit Date.
New search sections "Insurance Payer" and "Insurance Payer Address" which include the fields: Payer Name, Payer Type, Policy Type, Address Name, Address Abbreviation, Generate Claim on Each Ortho Charge, Uses Electronic Submission, and Uses Electronic Predetermination.
Group By Options expanded to include: Posting Date, Lockbox, Batch Number, and Payment Date.
Fixed the issue when using "Save and Add New" for a procedure attached to a finding, the system now applies the code intelligence rules when auto-filling a surface for the next procedure.
