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Required Changes
Michigan Medicaid: MSA Bulletin number: MSA 08-38 states: To connect an electronic claim with documentation submitted through the EZ Link system "NTE*ADD*Required documentation was sent via EZ Link" must be reported in the 2300 loop. To accomplish this, you can select "EZ Link" in the "Location" field found on the [Notes] tab page of the Claim screen.
Anthem, Availity, and ENS: Requires the rendering provider's tax id when billing electronically (in 2310B REF).
CMS-1500 (08/05): Taxonomy codes required in box 17a, 24j, and 33b for BCBSM of IL and Medicaid of IN.
Password Access
Level 4: Added a new password access level 4. This will allow associate providers to view the appointment schedule on the screen but block them from accessing anything else in the program.
Tool Bar (Top of Screen)
Lock: Added a lock icon at the top right of the toolbar. Clicking this will take you to the password screen so that no one can access patient data.
Appointments (on Screen)
Type (field): Added the ability to display appointments of a specific type.
Appts On Screen: Appointment records can now be saved - even if on a past date. This allows the "status" and "room" fields to be changed for old appointments.
Patient Menu - Post Insurance Payments, Post Patient Payment, Transactions
Constraint (fields): The Constraint fields "Transaction Type", "Date Range", "Doctor", and "Procedure Cd" will be colored aqua when selected. Press the [Reset] button clear the constraints.
Patient Menu - Registration
Multiple (field): When a multiple procedure is selected at registration a list will be displayed allowing you to select which procedures you want to register.
Receipt Type (options): Added CMS-1500 billing form as a receipt type option.
Registration: A "BALFW" procedure can be entered with a negative patient charge now - even when a patient balance already exists.
Patient Menu - Registration (and Post Patient Payment)
CareCredit (payment option): Added "Care Credit" as a patient payment description option.
Patient Menu - Registration (and Transactions)
Dx^ (field): add the option to click on the "Dx^" (diagnosis pointer) column heading or press <F4> from within the column to list diagnosis to select from for the service.
Patient Menu - Appointments (and Appointments on Screen)
Note (field): Added an appointment "Note" field. Up to 50 characters can be typed per appointment. Click on the "Description [Note]" or the "Note [Description]" column heading to toggle between displaying the appointment description or the appointment note.
Patient Menu - Post Patient Payment
Auto Post (button): New interface option to auto post payments from CashPractice.com.
Patient Menu - Master File
ID (field): <Ctrl I> can now be used to change a patient's id number or merge 2 patient's files into one id.
First (field): Changed the length of the patient's first name field from 12 to 14.
Patient Menu - Claims
Patient Pays (field): Added "W" as a payment option where the patient will be charged for services but the charge will be written off.
Patient Menu - Insurance Headers
Scanned Card Image (tab page): Added safeguard to the [Scan Front] and [Scan Back] buttons. If image already exists, you will be asked if you want to re-scan the insurance card.
Relation (field): Added additional options (eg: Life Partner).
First (field): Changed the length of the patient's first name field from 12 to 14.
Patient Menu - Transactions
Billed (field): Added option W = Wait (to bill insurance).
Aging (button): Total visits will now be displayed (along with total transactions).
Patient Menu - Exams
Duplicate (button): Allows you to select an exam record then copy it to a new exam record.
Print Visit Notes (button): Changed the following subluxation level merge codes.
SAC - will print "sacrum" (rather than "sacral")
PEL - will print "pelvis" (rather than "pelvic")
Sub Level (field): Changed the "Sub Level" label to "Suluxation Level". Made the same change to the RSA form when printed using the [Print RSA Form] button.
Billing Menu - Insurance Billing
Doctors (field): Changed to allow selection of multiple doctors. Also added the option to exclude doctors.
Insurance Company (field): Added wildcard search option (eg: MC* will search for all insurances that start with "MC".
Procedure Code (field): Added a CPT checkbox. To search for CPT codes (rather than procedure key codes) checkmark the CPT box.
Max Form Charge (field): Enter the maximum dollar amount that can be billed to each CMS-1500 form. This will also work for electronic billing.
Bill as Dr 1 (field): Added this field to bill all services as if doctor 1 (or whichever dr is set as the the default dr) performed them.
Combine Drs (field): Added this field to allow services performed by different providers to be billed on the same CMS-1500 form.
Corp NPI (field): Uncheck this option to bill with individual NPI only.
PayerID? (pre bill ws remark): When running a billing which includes insurance that does not have a payer id entered - 98999 will automatically be reported as the payer id. This pre billing worksheet remark will now show up in black instead of red. This should still be corrected (for coordination of benefits) but will no longer cause a rejection.
InactiveDx? and InactiveProc? (pre bill ws remark): These two new remarks indicate if a procedure or diagnosis is getting billed that has been marked as inactive.
Xray? (pre bill ws remark): This remark will no longer be displayed if the xray date is blank.
Billing Menu - Statements and Charge Accounts
Doctors (field): Changed to allow selection of multiple doctors. Also added the option to exclude doctors.
Reports Menu - Appointments
Print Notes (field): Added the "Print Notes" option to allow the appointment notes to be printed on the schedule.
Reports Menu - Transactions (Daily)
CareCredit (field): Added "Care Credit" category to patient payment totals.
Reports Menu - Aging
Doctors (field): Changed to allow selection of multiple doctors. Also added the option to exclude doctors. Will search for transaction doctor (rather than patient doctor).
Reports Menu - Insurance Follow Up
Doctors (field): Changed to allow selection of multiple doctors. Also added the option to exclude doctors.
Change: Report will now include paid transactions (P) with an insurance balance. The report already included billed (123) and hold/pend (H) services.
Reports Menu - Patient Correspondence
Any Visit (field): This will only include visits. Purchases or any transactions that have "ITM" in the visit column will no longer be included.
Proc Code (field): Added a CPT checkbox. To search for CPT codes (rather than procedure key codes) checkmark the CPT box.
Reports Menu - Transaction Listing
Doctors (field): Changed to allow selection of multiple doctors. Also added the option to exclude doctors.
Proc Code (field): Added a CPT checkbox. To search for CPT codes (rather than procedure key codes) checkmark the CPT box.
Reports Menu - Transaction Deletion
Doctors (field): Changed to allow selection of multiple doctors. Also added the option to exclude doctors.
Utilities Menu - Word Processing
Insert Merge Code (button): New fields: Display Name, Nickname, Primary Insurance ID, and Blank field. Added the ability to have a Tab delimiter - leave "*" blank from .MSWORD*.
Utilities Menu - Install Update
Install Update: Download and install Herfert Software updates online.
Customize Menu - Procedure Codes
Notes (field): Added the ability to enter notes per procedure code.
Search For (field): Added an option to search CPT codes, etc from the selection list.
Customize Menu - Diagnostic Codes
InActive (field): Added the ability to mark diagnostic codes as inactive.
Customize Menu - System Configuration
Receipt Type (field): Added "CMS-1500" billing form as a default receipt type.
Statement Options: Added an "Address" field so you can select the location of the patients address on patient statements.
Statement Options: The "Doctor's Tax ID" field will now include the doctors NPI as well as the tax id on statements.
Customize Menu - Exam Tests
New Merge Options: Added the following options to merge data into notes.
~he,she~ , ~his,her~, ~his,hers~, ~him,her~ will be replaced with the appropriate choice based on the patient's gender.
~FIRST~ will be replaced with the patient's first name.
~LAST~ will be replaced with the patient's last name.
~PREFIX~ will be replaced with the patient's prefix (Mr,Mrs,etc).
35 Answers per Test: Increased the number of answers allowed per exam test from 11 to 35.
Customize Menu - Clinic
NPI (field): Added "NPI" which will be printed in box 32a of the CMS-1500 form.
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