In this article, you'll learn about our updates to:
- RCM: Checking Eligibility for the Insurance Plan Company
- RCM: Deleting Claim Charge Items from Remittances
- RCM: Simultaneous editing alert preventing data conflicts
- EHR + RCM: Updated app logo + minor user experience enhancements
How to check Eligibility for the Insurance Plan Company
Recently, we've added the option to document Insurance Plan Company details for a Patient next to the Insurance Company details.
When it comes to running Eligibility checks, you might need to submit the request to the Insurance Plan Company responsible for the specific plan and its benefits, rather than the Insurance Company itself.
With the latest update, the option has been added to check Eligibility for the Insurance Plan Company without the need to swap any data in the settings.
1. In the RCM, find the patient in the Patients tab, navigate to the Insurance section, and jump into the Insurance policy you want to check.
Then under More actions, you'll see the new option to Check Eligibility for Insurance Plan Company:
To learn more about documenting Insurance Plan Company details, refer to the article below:
2. For the next step, you'll be asked to select the provider with an NPI on behalf of which the check will be submitted:
3. In case Insurance Plan Company information hasn't been filled out, you'll see an error indicating that you need to add the information to be able to successfully perform the check:
4. Once the check is complete, you'll be able to see the Insurance Company the last check has been run for:
5. Upon clicking on the Details button, you'll get to the full results of the check listing all the information on the coverage, benefits, etc. The name of the Insurance Company the check has been submitted to will show up in the header:
6. The Insurance Company name will also be visible on the list of all eligibility checks run within your practice - stored under More actions > Eligibility History:
To learn more about running Eligibility Checks, please view the article below:
Delete Claim Charge Items from a Remittance
For Billers' convenience, we've introduced the option to delete specific charge items directly from Remittances.
As you edit any Claim's details directly in the Remittance, you'll now see a trash bin icon next to each individual charge item.
Note: deleting the last/only charge associated with the Claim will completely unlink the Claim from the Remittance.
As you delete a charge item from the Remittance, the corresponding changes will apply across the system:
- The respective part of the payment that was deleted from the Remittance distribution will land in the Unapplied Amount under Insurance Payments,
- The removed charge item will no longer display the ERA/EOB Summary tab inside the Claim,
- The charge item will be deleted from the distribution in the Patient's Billing Ledger.
Note: the charge item that's been deleted from the Remittance won't be deleted from the Claim itself. You can link this charge item to another Remittance anytime later.
And if you delete a charge item from a Remittance by mistake, you can always unlink the Claim and relink it anew along with all its charge items.
Simultaneous editing alert preventing data conflicts
When you open a bill, claim, or remittance in multiple browser tabs or different devices, the system ensures seamless collaboration. If you make edits in one session, the other instances will display a message, notifying you that edits are temporarily locked due to changes made elsewhere:
This feature guarantees data consistency and prevents conflicting modifications, enhancing your experience across the platform.
1. If you make any edits to a Bill or Void it, the system won't allow you to apply any new changes to the non-updated copy of the same Bill in another browser tab or on another device:
2. If you make any changes to a Claim, you'll see the same error upon trying to make edits to it's non-updated copy elsewhere:
3. If you submit a Claim, but still have it open elsewhere, no new changes will be allowed due the Claim being already submitted:
4. If you edit a Remittance, the system will lock all new changes in its non-updated copy in another tab/on the other device:
To be able to make edits again, simply reload the page to make sure you're working on the latest up-to-date version of the Bill, Claim, or Remittance.
Updated app logo + minor user experience enhancements
We've introduced subtle visual updates to the app, featuring a refreshed logo in the header and browser tab.
Additionally, the menu burger icon has been relocated to the top right corner, appearing when you minimize the window or visit the platform from mobile.
These changes are designed to enhance the user experience without disrupting your familiar workflows.