DuxWare Release Note - 09/18/2022
Claim Correction – (New) This is a brand-new widget for the manager’s dashboard. It is derived from the recent addition of the Claim Correction Report. It will show counts of the types of corrections made and actual corrections inside the drilldown dialogs. Generate a report and jump to the report page right from the widget.
The Claim Correction widget is currently set to a level 5 (Management user). To swap out an existing widget, click on the Widget Settings icon on the title bar of an existing dashboard widget. In the Edit Dashboard Widget dialog, use the Change Widget drop down list to select Claim Corrections, then click the Save button. You also have the option of creating your own custom dashboard.
Payer Mix – (New) This new widget gives a snap-shot view of patient visits by Payer Type (Medicare, Commercial, Medicaid, etc.)
To swap out an existing widget, click on the Widget Settings icon on the title bar of an existing dashboard widget. In the Edit Dashboard Widget dialog, use the Change Widget drop down list to select Practice Payer Mix, then click the Save button. You also have the option of creating your own custom dashboard.
Demographics – Updated label: Gender to Admin Sex.
Patient Receipt – Added a system configuration to remove “Next Appointments” from the patient receipt. If you would like to remove “Next Appointments” from your patient receipt, please call or email your Customer Support Team for assistance.
Patient>Ledger>Statement History – Guarantor/Individual statement views are more sensible. You can now view the guarantor statement history as well as the individual statement history in one area.
Patient>Ledger>Information>Claim Information>Services/Payments- Add Payment – this area was updated with a new screen with stream-lined functionality that is more fitting for Claim Edit.
Prior this release:
Who wants to send eNotifications instead of paper statements?
If you are not currently on our merchant account solution, you will want to contact us today to get onboard with this new feature. Our beta customers have experienced some very impressive results with this method of patient collections. This is super easy to do in our collections manager. You just gather your patients with cell phone number and emails addresses, then select “Send Statement to Statement Portal”. What this does, is send a text and/or email notification to the patient’s responsible party stating that there is a balance due with a web link to the payment portal. The payment goes directly to the clinic’s bank account via the merchant account, and the payment is posted to the patient’s unapplied claim in the PM.
For customers that have our Patient Payment Portal, we have added new filtering options to the Collection Manager to accommodate the eNotifications feature.
To access the Collection Manager, go to Reports>Collections>Collection Manager.
Select the Advanced Statements tab. You will see the two new options:
- Include Only Patients with a Valid Cell Phone or Email Address: Y/N
- Include Only Patients with no Cell Phone or Email Address: Y/N
While under the Advanced Statements tab, make your normal criteria selections, and select “Yes” to Include Only Patients with a Valid Cell Phone Number or Email Address. Select “View Open Statements”. If there are no further manipulations with your statement batch, select “Send Statement to Payment portal”. It’s that easy.
To view patients with no valid cell phone number or email address, just regather with the same process, except select “Include Only Patients with no valid cell phone or email address. Print Statements.
You can also create separate statement set ups so that the selections are pre-set when you are ready to run your statement cycle. To access the Statement Setup, go to Support tab>Management>Statement Setup.
Create a statement setup(s) for eNotifications under Statement Filtering Values. Develop your own clinic’s protocol for the frequency to send eNotifcations. Some clinics send their initial batch, then wait 10-14 days to send another round of statements as a reminder for those who have not settled their account before drop the statement to paper. If you are using this time frame, it is important to adjust your settings in the statement setup to accommodate that frequency. For example, you will want to select “Yes” for “Use Patient Payment Aging” under Statement Content. You will probably not eliminate all paper statements, but the amount of printed paper and postage should be noticeably reduced. You can manipulate these options to examine how they work before you get started. If you need assistance, just give us a call or email.
Incoming Claim Manager – New filtering option to search for incoming claims by Payer
Print HCFA 1500 – New option - For payers that require total claim amount to be displayed in HCFA Block 28 when services span over 6 service lines, there is an option in the Payer setup to accommodate this requirement. To access this option, go to Support tab>General>Payer Manager. Select the Payer; select “Yes” Block 28 as HCFA Total.
Reports>Appointment Tracking Report – New item – Checked out will display the time and user that checked out the patient.
Daily>Daily Posting Report - **New** Some clinics may find this report useful for their insurance payment reconciliation protocol. The Daily Posting Report lists payment totals for payment type by day, payer and check number. The payment types shown are Cash, Check, Credit Card and Other. Note that only payments are listed (no adjustments). See the information button for more details.
Listing>Claim Data Report – Added an additional filter option for Posting User under Payment Related Sections.
Patient>Patient Demographics – new output option: Employer
Revenue Analysis>Monthly Activity Report – new option to “Exclude Unapplied Claims”.
Practice>Practice Payer Mix - **New** The Practice Payer Mix Report shows a count and percentage of patient visits by payer type (Medicare, Medicaid, Commercial, etc.) over a service date range. The report is available in both a tabular and chart format.
Practice>Billing Service Payments Posted - **New** The Billing Service Payments Posted Report keeps track of the payments that have been collected by the practice's billing service. The report shows the total payments collected grouped by claim age, and the amount that was charged and revenue received for collecting payments within each age group. Optionally, the report shows the payment details for each claim, including the claim balance and all other payments/adjustments made to each claim (select Yes for the Show Details option).
Practice>Billing Service Claim Filing Fee - **New** This report shows a list of Claims selected by First Service From Date and optionally calculates a fee amount per Claim. Some Claims can have a From-To Date Range that overlaps the reporting period. This report calculates claims to count each Claim once and only if the Claims’ First Service Date (Line 1) is in the selected Date Range. For accounting purposes, Unapplied Claims can be excluded, along with Claims with zero Charges. The report calculates and displays the Rate per Claim in the report’s Summary.
Web Browser Updates
GoogleChrome – Updated input fields to not allow auto-fill input from the web browser.
If you need any assistance or clarification about this update, please contact your Customer Support Team Member.