Difference between revisions of "DuxWare Release Note - 09/24/2024"

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(Created page with "== Release Notes == 9828 Claim Manager Payer Names did not always include both Record Id and Payer Code. The Pending by Payer tab now sorts by Payer Name by default. Pend...")
 
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9828 Claim Manager
 
9828 Claim Manager
  
Payer Names did not always include both Record Id and Payer Code.
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* Payer Names did not always include both Record Id and Payer Code.
 
+
* The Pending by Payer tab now sorts by Payer Name by default.
The Pending by Payer tab now sorts by Payer Name by default.
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* Pending by Payer now defaults to displaying claims with open balances.
 
 
Pending by Payer now defaults to displaying claims with open balances.
 
  
 
11846 Reports - Daysheet - Separate Payments by Transaction
 
11846 Reports - Daysheet - Separate Payments by Transaction
  
Reconciliation Daysheet Report Enhancement - added the ability to separate payments by transaction:
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* Reconciliation Daysheet Report Enhancement - added the ability to separate payments by transaction:
 
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** Added a new criteria option Separate Payments by Transaction
Added a new criteria option Separate Payments by Transaction
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** Select No to group Payments by Pay Code - the previous default behavior
 
+
** Select Yes to separate Payments by Transaction - shows individual transaction payments without grouping them into a single line.
Select No to group Payments by Pay Code - the previous default behavior
+
** No is selected by default
 
 
Select Yes to separate Payments by Transaction - shows individual transaction payments without grouping them into a single line.
 
 
 
No is selected by default
 
  
 
11941 Statements
 
11941 Statements

Revision as of 22:08, 19 September 2024

Release Notes

9828 Claim Manager

  • Payer Names did not always include both Record Id and Payer Code.
  • The Pending by Payer tab now sorts by Payer Name by default.
  • Pending by Payer now defaults to displaying claims with open balances.

11846 Reports - Daysheet - Separate Payments by Transaction

  • Reconciliation Daysheet Report Enhancement - added the ability to separate payments by transaction:
    • Added a new criteria option Separate Payments by Transaction
    • Select No to group Payments by Pay Code - the previous default behavior
    • Select Yes to separate Payments by Transaction - shows individual transaction payments without grouping them into a single line.
    • No is selected by default

11941 Statements

These changes do not impact current statement configurations.

Added 3 new options into the Statement Setup screen:

Section Label Description
Statement Content Show Account Info Controls whether or not the account information is output to both PDF / JSON statements. All existing records will default to Yes.
Statement Content Practice Phone Primary billing phone number that will be visible on i3 Statements.
Statement Content Payment URL Link to portal payment application. It will be visible as a URL and a QR code on i3 Statements.


Previous Release Note

Previous Release Note - 07/28/2024