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

From DuxWare Manual
Jump to navigationJump to search
m
 
(4 intermediate revisions by the same user not shown)
Line 7: Line 7:
 
* The Pending by Payer tab now sorts by Payer Name by default.
 
* The Pending by Payer tab now sorts by Payer Name by default.
 
* 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
Line 15: Line 16:
 
** Select Yes to separate Payments by Transaction - shows individual transaction payments without grouping them into a single line.
 
** Select Yes to separate Payments by Transaction - shows individual transaction payments without grouping them into a single line.
 
** No is selected by default
 
** No is selected by default
 +
  
 
11941 Statements
 
11941 Statements
Line 20: Line 22:
 
These changes do not impact current statement configurations.
 
These changes do not impact current statement configurations.
  
Added 3 new options into the Statement Setup screen:
+
Added 3 new options to the Statement Setup screen.
 +
To access, go to Support>Management>Statement Setup.
  
{|
+
{| class="wikitable"
 
!Section!!Label!!Description
 
!Section!!Label!!Description
 
|-
 
|-
Line 32: Line 35:
 
|}
 
|}
  
 +
[[File:Screenshot 2024-09-20 130443 - Custom Statements.png]]
  
 
==Previous Release Note==
 
==Previous Release Note==
  
[[DuxWare Release Note - 07/28/2024|Previous Release Note - 07/28/2024]]
+
[[DuxWare Release Note - 08/25/2024|Previous Release Note - 08/25/2024]]

Latest revision as of 20:53, 20 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 to the Statement Setup screen. To access, go to Support>Management>Statement Setup.

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.

Screenshot 2024-09-20 130443 - Custom Statements.png

Previous Release Note

Previous Release Note - 08/25/2024