February 16

Today's update will focus on enhancements to the billing and patient intake workflows. These were both covered in recent webinars and are centered around the feedback that we received from our client partners.


Billing Enhancements


1)      Payer Setup Screen 


We are adding the Export Type to the payer setup screen. This will ensure that when your team is creating the billing file, they cannot make an error in selecting the wrong export type. The export type drop-down will include the file formats configured for your account.

2)      Billing – Pending Visits Tab


We've divided the billing screen into two sections: Pending Visit & Ready for Submission. This segregation ensures that agency users encounter no errors during billing file creation. Previously, payer errors could halt billing file creation.


NEW - Pending Visits Tab:  This tab now includes all visits not yet ready for billing, encompassing visit errors and payer errors. Additionally, alerts are now included for various issues such as missing client DOB, address information, claim ID, incorrect hours/units, missing VisitTypeID, and incorrect amounts.

3)      Billing - Enhanced Ready for Submission


The Ready for Submission section was also updated.  The billing team no longer needs to remember if the claim type is Institutional, Professional, or HHAX. This is configured in the payer setup screen. The team just needs to select the payer and click the export button.  

Enrollment Portal Enhancements


The enrollment portal (patient intake) is our newest product launch, and we continue to welcome feedback. Many enhancements were made to ensure that we are developing the most efficient enrollment process for your agency.

1)      Notification Settings


To ensure that users are not flooded with emails, we have updated the notification sections so that you can customize the notification settings by role.


Step 1: Create a notification rule. This will dictate when a user is notified via email of a data entry change in the system. These settings are located under the Admin -> User Management Section.

Step 2: Assign the new rule to the applicable role or office. It's important to understand the distinction between role or office.


1)      Assigning a rule to a role: All users with that role will be notified via email when data is updated, depending on what was selected when creating a rule. i.e., if "Add Patient" is selected and assigned to an intake coordinator, then a notification will be sent to all intake coordinators when a patient is added.


2)      Assigning a rule to an office: All users assigned to that office will be notified when a patient associated with that office is updated. i.e., if "Add Patient" is selected and assigned to the Home Office, then a notification will be sent to all members of that office when a new patient is added.

2)      Alerts Section


We are also adding visible alerts to the main referral page in the enrollment portal. This will ensure that users see the key alerts when logged into the system and managing new patients.

Available Alerts


1)      No Marketers Assigned

2)      No Intake Coordiantor Assigned


These two alerts are hyperlinks. Your team can click into each section and assign marketers and intake coordinators to the correct patients.


Additional Filters


1)      Unread

2)      No Updates

3)      No Updates in last 10 Days

4)      Discharge

5)      Non-Admit


These filters – when selected – will filter the potential patients so that intake coordinators, intake managers, or marketers can see the individuals that require attention.

3)      Adjusting View Settings


This isn’t a new update, but it’s a question that we often receive. The default view when looking at referrals is to see all data fields. This can be changed so that you only see the data that you need for your agency.

To access the settings, click on the image and select the columns that you want to see.