When submitting a claim or checking a claim for errors, a date of service check will be performed. The claim will be submitted to the appropriate payer based on the effective dates for that client’s payers. This additional check was added to help prevent denials. Click here to learn more.
If you have the Therapist permission, you can now copy a message sent or received from Client Messaging to the contact log of a client’s case. Click here to learn more.
Staff members with the Billing permission will receive an in-app alert on the first of the month for any saved client credit cards that expire that month. Additionally, the expiration date is now displayed when viewing a client’s saved credit cards.
A new setting under your Calendar Preferences allows you to remove archived service types from the Service Types Filter on the calendar and agenda.
The Service Types table has been updated to allow for filtering and sorting.
You can now create service types that bill in 1-minute increments.
When creating new invoices under Batch Invoicing, a new data table shows the total number and dollar amount of the invoices selected. Click here to learn more.
A Primary Insurance filter is now available when creating new invoices under Batch Invoicing.
The appointment will no longer be displayed on superbills.
