DuxWare Release Note - 05/05/2024
Release Notes are In Process". Please check back later.
Contents
Charge Entry
- Adding a default for Referring Provider via the Configuration Panel.
Through the Configuration Panel in Support → Management, users can establish a default system-level order and referring provider. Navigate to Configuration Panel → Charge Entry Options → Claim Defaults to access this feature.
Within this setting, you can input the provider or referring provider code for the associated field. Consequently, any new claims (without a patient-level referring or ordering provider) will adopt these default values. It's worth noting that if an invalid value is entered, the charge entry page will not apply the associated field settings.
The charge entry screen will respond to the input in the “Default Referring Provider” field.
- Use of Enter Key to Move Forward
Added functionality to allow the user to use the Enter key to navigate through the fields on the Pre-payment Apply screen.
Claims
Fixed issues:
- ICN for 837i claims
- Fixed an error in the code to control the inclusion for the ICN the 837i claim filings based on the submission type.
- Anesthesia:
- Fixed an issue in the anesthesia minutes fields on the service add/edit panel. Now, whenever changes are made to the "From" and "To" input fields, the "Minutes" field will accurately display the time interval in minutes.
- Claim Proposal:
- Fixed an issue displaying the payer information on proposal type claims in the ledger.
- Miscellaneous Claim Updates:
- Payer Manager
- added a payer option “Suppress Liability for Secondary (Loop 2430 AMT).
- added a “Suppress ICN on Secondary Filing (Loop 2330B REF).
- added a payer level override to claim notes for electronics. It is limited to 10 characters.
- Payer Manager
- UB-04/CMS-1450:
- The header text on the Claim's Note entry field was altered to reflect that it will also output on the UB-04. This only occurs when the def “Block 80” is not set.
- There is a new override for Block 61 under UB-04. UB-04 now allows Block 61 to be overwritten by block 51. See Payer Setup under UB-04 section.
- Claim Proposals/Pre-authorization:
- Implemented a loading indicator for the transition between claims and proposal and vice versa. This feature ensures users are informed about the ongoing process. (Primarily dental ADA claims)
Updates to ICN Usage:
Description:
- When posting payments/adjustments from an electronic remit file, the system now automatically updates the Original Reference Number (ICN) of the associated filing sequence with the value in the CLP-7 field of the remit.
If the remit file is unposted, the ICN value in the filing sequence will be cleared, provided the current ICN value still matches the one from the remit file. This ensures accurate tracking of ICN values even if they have been manually updated after the remit was posted. Please note this change in your workflow. The ICN is stored in the Claim Filing Sequence.
“Show Line Based ICN” has been removed from view. It is no longer supported. The screen shot below is prior to the update.
Collections
Statements with Invoice ID:
- Added a system generated Invoice ID to PDF statements generated by the Collection Manager.
- Added a new Statement Default called Show Invoice ID to the Statement Setup and Configuration:
- Select Yes to show the Invoice Id on all PDF statements that can be generated by the Collection Manager
- Select No to not show the Invoice Id on all PDF statements that can be generated by the Collection Manager
- The Invoice Id is a system generated ID based on the Statement Batch ID
- If Invoice IDs are configured to be displayed on statements through the Statement Setup, display the Invoice ID on PDF statements that can be generated by the Collection Manager:
- Patient Statements
- Advanced Statements
- Occupational Medicine Statements
Example Statement:
Patient Statements – Update to Contact Settings:
To access the Statement setup, go to Support tab>Management>Statement Setup.
Prior Statement Setup:
Dashboard (Home)
Widget: Yesterday’s Visits
Updates to the Yesterday’s Visits Dashboard Widget:
- Removed the existing feature that allows the user to click inside the chart to display the number of visits by provider (feature is moved to menu)
- Added Action Menu to the widget title bar next to the Widget Settings button. The menu has the following items:
o Show All Providers – select this item to show the number of visits by Provider. Opens Yesterday’s Visits by Provider dialog. Shows the number of visits by each provider, and whether their break-even goals were met. Able to sort the results by provider name, or by the number of appointments. Able to switch from provider view to location view. o Show All Locations – select this item to show the number of visits by Location. Opens Yesterday’s Visits by Location dialog. Shows the number of visits by each location, and whether or not its break-even goals were met Able to sort the results by location name, or by the number of appointments. Able to switch from location view to provider view. • Updated the Widget Settings: o Added the ability to display visits for all locations (the default), or for only the selected locations – available through the Location/Location Group multi selector: Leave empty to select all locations. Select one or more locations/location groups. o Added the ability to display visits for all providers (the default), or for only the selected providers – available through the Provider/Provider Group multi selector: Leave empty to select all providers. Select one or more provider/provider groups. o Added the ability to set break even goals for each provider in the practice – available through the Set Break Even Goals by Provider button: Opens the Edit Provider Goals dialog. If Provider Goals are set, Yesterday’s Visits by Provider dialog will show whether each provider has met their goals. If no provider goals are set, the default practice level Break Even Goal will be used. o Added the ability to set break even goals for each location in the practice – available through the Set Break Even Goals by Location button: Opens the Edit Location Goals dialog. If Location Goals are set, Yesterday’s Visits by Location dialog will show whether each location has met its goals. If no location goals are set, the default practice level Break Even Goal will be used.
