Version 3.3

Thursday, May 20, 2021, we will be pushing out a ChartLogic WinPM Release for the 3.3 version. The updates will start at 8PM MT on Thursday.

During the scheduled update window, a short service interruption is expected. Clients can then expect an application update and restart.

New Features 🚀

• Insurance Plans now have a configuration option to default eligibility requests to provider or practice NPI.
• Both Rendering and Supervising Providers will be parsed in CL9 EHR charge messages (HL7 DFT).
• Illinois Medicaid paper claim forms (HFS 2360 and HFS 3797) can now be selected for Insurance Plans.
• Claim Errors now have an Excel export option.
• Insurance Prep rules have been updated to check for missing Provider SSN on Bill Individual claims.
• Agenda Scheduling now supports templating by Appointment Type or Appointment Category.
• There is a new table for Charge Entry Status Codes and Encounters now have a field for Charge Entry Status Code. This will allow tracking and reporting charge entry issues in reports and functions to be added in a later version.
• There is now a table for practice created Pay/Adj Transaction Sub Codes. These codes can be optionally applied to Pay/Adj Transactions to expand tracking in reports and functions to be added in a later version.
• Practice Providers have optional fields for Department and Effective dates. Encounters now validate Effective Dates and give an error if the DOS falls outside the Providers’ dates.
• The Deposit Date on Pay/Adj Batch is now editable after the batch has closed.
• Columns for Billing Provider TIN and Billing Provider NPI have been added to the Prepped Claims grid to assist reviewing Prepped Claims.
• Open Pay/Adj transactions on an Encounter Service with P status will prevent the item from printing on a Patient Statement to avoid not current detail and balance being sent to the Guarantor.

Bug Fixes 🔧

• Clicking details when there are no items no longer causes an exception on several grids.
• Deleting an Appointment Type that is in use now gives a message explaining the code cannot be deleted.
• Incorrectly formatted Claim Error messages from Payers will now be parsed to the extent possible.
• Capitation dialog messages have been updated to better explain the current step.
• Fixed issue with CMS-1500 paper claims and Supervising Provider.
• Fixed An issue where appointments updated in the Reception View could cause those appointments to not appear in Calendar Views.