MAJOR FEATURES
Invoicing Module
We released the first version of our new invoicing module that should allow us to tag, track, and work invoices from initial retrieval to document intake/QA, through reconciliation and payment. I have attached an invoice training guide and process flow that captures the full interaction within the application. A high level outline of invoicing components and functionality has been provided below:
- Configurations
- Ability to setup and manage 3rd Party vendors at the Service Organization level (Types: COD, NET30, and Managed)
- Inheritance and Approval of vendors types and thresholds amounts at the Project level.
- AIDs: Setting address retrieval type = 3rd Party
- Classifying a provider site as being associated with a 3rd Party Invoice Vendor.
- Automatically creating invoice entries and applying amounts/logic based on threshold values.
- Having a dedicated AID grid where users can allocate and prioritize invoice work.
- Invoice Approval Center
- Where invoice entries land if the 3rd Party Vendor is set to denied within project configs.
- Or if the cost per chase amount that is data entered exceeds the approved threshold.
- Users can either approve to continue processing invoices or deny to pend and close.
- Main Invoicing Module
- Ability to upload invoice files and perform financial data entry.
- Chase to invoice reconciliation.
- Where users can mark invoices as ready for payment/paid.
Redesigned AID Page
We released a completely redesigned Address page across all retrieval types. Users will notice an overall cleaner design as well as more logical user experience and operational workflow.
RETRIEVAL ENHANCEMENTS
Field Tech
- Users are now able to schedule field tech appointments in the past – allows for full field tech appointment tracking and reporting.
- Scheduled appointment events will now appear in the field tech timeline.
All Retrieval Types (PSR/Field Tech/EMR)
- Changing retrieval type will now clear out previously entered data tied to the old retrieval type method, including:
- Commitment Date
- Appointment Date
- Invoice ID
- Assignment = unassigned
- AID Status:
- If AID status of the existing retrieval type is set to anything prior to "Contacted" we should retain the current status.
- If the AID status of the existing retrieval type is set to anything after or equal "Contacted" we should reset back to "Contacted"
Commitment Dates
Users now have the ability to clear out commitment dates rather than having to create completely new commitment dates or let old commitment dates fester within the application.
AID Grids
- DOS added to all AID Chase Grids -- All Chase grids will now appear with Date of Service to and from dates.
- Tax ID added to AID Provider Grids – All provider grids will now include Tax IDs.
Bulk Updates – Bulk AID Assignment
In our effort to build out more robust bulk action capabilities, users now have the ability to assign AIDs in bulk.
Customized Logos + Language on Provider Outreach Emails
The provider outreach email correspondence and subsequent chase upload screens will now appear with client/SO branding. The language that appears on these emails and instructional pages can be customized from inside the ‘Provider Emails’ tab within Organization settings.
Document Intake/QA
We added timestamps to both the Doc Intake and QA grids
We added AIDs to the results of the chase grid when searching for and associating chases within Doc Intake and QA.
CLINICAL + MEASURE UPDATES
APH (New)
Brand new state measure for Diabetes care for people with serious mental illness.
ABA (Updates)
Switched the paces of units and values:
TRC (Updates)
- We now show date ranges within the TRC data entry screen.
- Discharge information wording has been updated.
WCKY (Updates)
Updates NRCs + new numerator for documentation of height and weight.
Appending Additional Documentation
We now have a warning/confirmation message when a user tries to append additional documentation to a chase when a chart has moved beyond MRR
GENERAL IMPROVEMENTS
Global Search Enhancements
We expanded the search criteria/inputs of our global search functionality to include:
- Ability to search Chases by Member ID.
- Ability to search Chase by NPI number.
- Ability to search Chases by Tax ID number.
- Ability to search AIDs by NPI number.
- Ability to search AIDs by Tax ID number.
Forgot Password Flow
Our forgot password flow has transitioned over to the Reveleer branding we all know and love.
Project Files Grid includes ‘Upload Date’ timestamp
In effort to provide more information around project files uploaded on the same day, we added a true date/timestamp to the project files grid.
