Difference between revisions of "DuxWare Release Note - 07/30/2017"

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[[File:Manual claims.png]]
 
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===Collection Manager===
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===Reports===
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'''Dunning Report''' - New Option regarding Unapplied Claims. To view Unapplied Claims on the Dunning Report, you now must select the option under Balances.  Otherwise, they will not appear on the report.
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'''Reconciliation Daysheet''' - Added Summary view to .CSV export.

Revision as of 20:47, 30 July 2017

PM Release Notes - 07/30/2017

PM Appointment Schedule

Block and unblock by range - You now have the ability to block and unblock multiple provider/resource schedules at one time. To access Block by Range: Appointments>Schedule Setup>Block by Range. Please see the example illustration below:

Appointment Block.png



Claim Manager

Manual Claims - There is a new option to mark claims that in "Manual" status as"Filed". For example, some payment posters will select, "mark as manual" when posting payments manually. It basically puts the claim in limbo until it is marked as filed or placed back as pending. It really depends on the circumstances. If a payment poster routinely makes this selection, the number increases over time. Now, there's an easy solution to place those type claims in "Filed" status and get them out of your work queue.

To access "Manual Claims", go to Claims>Claim Manager>Select Clearinghouse set up to gather claims>Manual Claims.

Once you select the "Manual Claims" tab, select the [Action] button, then [Mark as Filed].


Manual claims.png


Collection Manager

Reports

Dunning Report - New Option regarding Unapplied Claims. To view Unapplied Claims on the Dunning Report, you now must select the option under Balances. Otherwise, they will not appear on the report.

Reconciliation Daysheet - Added Summary view to .CSV export.