Overview 

Editing a Client’s Appointment from the Appointment Report

You can now open and edit an appointment directly from the Appointment Report. Each appointment row includes an Appointment button that takes you to the client’s appointment details. After making your changes, you can return to the report to continue your workflow.

Click the Appointment button to open the client’s appointment and edit its details.

This enhancement is especially useful when you are working from a client’s chart and need to update an appointment. The Appointment History button on the chart opens the Appointment Report, allowing you to access the new Appointment button, and make the necessary updates.

Added MSP Code Field for Secondary Medicare Insurances

A new MSP Code field is now available when adding Medicare as a secondary insurance. When you select Medicare as the secondary payer, the MSP Code dropdown appears on the Insurance screen. You can choose from the following codes:

1. 12 - Working aged  
2. 13 - End-stage renal disease (ESRD)  
3. 14 - Automobile / no fault  
4. 15 - Workers' compensation  
5. 16 - Federal agency (public health)  
6. 19 - Workers' compensation Medicare set-aside  
7. 41 - Black lung  
8. 42 - Veterans Administration  
9. 43 - Disability  
10. 47 - Liability

How to Select the MSP Code

1. Open the client’s chart.

2. Select Account.

3. In the Insurance panel, click Add Insurance.

4. Select Secondary as the insurance level.

5. Enter the insurance company name.

6. Select Medicare as the Insurance Type.

7. Enter the Member ID / Policy Number.

8. Select the appropriate MSP Code from the dropdown.
   

The Member ID / Policy Number must be entered to enable the MSP Code dropdown.

Export Unbilled and Billed Encounters to CSV

You can now export the Unbilled and Billed encounters lists to a CSV file. The Export CSV button is available on both the Unbilled Encounters and Billed Encounters tabs when accessed from the Dashboard.

Enhanced Billing Report 

The Billing Report has been enhanced with new filters, additional columns, and improved totals.

New filter added:

• Payer – A new Payer dropdown is available, allowing you to generate the report for a specific payer.

New columns added:

1. Note Creation Date
2. Chart ID
3. Primary Copay
4. Secondary Copay
5. Insurance Paid

Totals displayed on the last page:

1. Service Charge Total
   
2. Client Paid
   
3. Insurance Paid

Enhanced Aging by Service Date Report 

1. Clinician: Filters the report to show data for a specific clinician.
2. Client: Filters the report to include information for a selected client.
3. Location: Filters results by the practice location where services were provided.
4. Insurance: Filters the report based on the selected insurance provider.
5. Payer Ranking: Filters charges by payer order—Primary, Secondary, or Tertiary.
6. Service Code: Filters results by the service or procedure code used for billing.
7. Client Balance: Filters claims based on whether their outstanding client balance is greater than or less than zero.
8. Insurance Balance: Filters claims based on whether the insurance balance is greater than or less than zero.