In this article, you'll learn about our update to:
EHR:
- Visibility of Rendered Services across the system:
- Encounters navigation in the patient chart
- Filter patients by Date of Birth
RCM:
Improved Visibility of Rendered Services Across the System
With Rendered Services now visible on both the Encounters Dashboard and in the Encounter section of the patient chart, you can quickly see the most recent care a patient has received and make informed decisions about which service to schedule next when the patient contacts you.
On the Encounters Dashboard
On the Encounters page, the list of rendered services is displayed next to the Encounter Name field.
For long service lists with truncated descriptions, click the patient's service list to expand and see all details.
In the Patient Chart
In the Encounters section of the patient chart, the list of rendered services is displayed next to the Name column.
Remember, you can always expand the list of rendered services by clicking on the specific Rendered Services area.
Enhanced Encounters Navigation in the Patient Chart
Encounters in the patient chart now open in a separate tab, mirroring the behavior of the Encounters Dashboard. When you are finished reviewing the encounter, you can simply close the tab and return to the one with the patient's encounter list in the patient chart.
How to Filter Patients by Date of Birth
If Date of Birth is the only information you have to locate an existing patient, we have you covered. We've added a Date of Birth (DOB) filter to the Patients Dashboard, with the option to apply a date range when needed.
Date range applied:
Enhanced Insurance Policy Management
You can now view an explicit status for each insurance entry in the patient list, as well as manually assign Active or Inactive status to each insurance policy and define its Sequence Number based on your workflow needs. This gives you clear control over which policies represent current coverage while keeping outdated or historical insurances available without cluttering the list.
Inactive policies are hidden from day-to-day use but remain accessible for tracking prior coverage and pending claims. By managing both status and sequence, you can maintain a clean, well-ordered insurance list and quickly identify the policies that should be used for billing and eligibility workflows.
How to manage Insurance Status
You can now easily manage an insurance policy’s status:
From the Insurance Policies List
Click the 3-dot menu on the insurance row and select Activate or Deactivate as shown below.
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From the Insurance Record
Click the insurance sequence number (opens the record).
Select More Actions.
Choose Activate or Deactivate as needed.
This provides quick access to update insurance status without leaving your workflow.
How to manage Insurance Sequence
When adding a new insurance to a patient’s list, the sequence number is no longer auto generated. Instead, select the appropriate sequence number using the selector in the Insurance Information section.
The 'Reorder' button is no longer present, as its functionality has been replaced by manual sequence number selection.
How to Apply Filters
While you will see only active insurance by default when you enter the page, you can control which policies are displayed using the Filters option:
Click Filters.
Select the desired status (Active, Inactive, or both).
Click Apply to update the list view.
Note:
Only Active insurance policies appear in the EHR patient chart. Inactive policies remain accessible in RCM and Insurance Management.
RCM:
EHR:
Sequence Number is NOT auto generated for newly added insurances, as well as is retained when a policy becomes inactive (not cleared or reassigned) and displayed together with insurance Status.
Eligibility Checks are available for Inactive policies and can be run regardless of status.
You will see notifications in the patient’s Insurance list when invalid or conflicting setups are detected:
Warning: Displayed when no valid Primary insurance is available (no Primary exists or its coverage period is not active).
Message: “No active primary insurance with an active coverage period is available for this patient.”
Error: Displayed when multiple Primary insurances with active coverage periods exist.
Message: “The patient cannot have two primary carriers at a time.”
IMPORTANT:
Only Active insurance policies are automatically pulled onto a claim. If a coverage period is set, it should cover the claim’s Date of Service (DOS). This applies to all policies - primary, secondary, tertiary, and beyond.
If multiple Active policies share the same Sequence Number and qualify for the DOS, none will be automatically included, helping prevent accidental duplicates.