Version 3.9

Wednesday, October 8, 2025, we will be pushing out a ChartLogic WinPM Release for the 3.9 version. The updates will start at 8PM MT on Thursday.

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

New Features 🚀

• Mass Rebill – select groups of claims to be regenerated
• View Documentation →

Enhancements 🌠

• ERA Processing – Improvements for Relay Health ERA
  • Extended logic to match ERA policy number with our coverage
  • Identify the correct encounter service to apply transactions to
  • Crosswalk from ERA EDI Payer ID to Relay CPID
  • Filter out invalid service references
  • Correctly identify payer for PLB posting
• EDI Claims
  • Only send the primary ICN to subsequent payers for Medicare/Medicaid claims
  • Support dual Billing ID for Change to Relay transitioned customers
• Enhanced error messages for the import EDI Files function
• Claim Error processing updated to better support Relay codes and formats
• Timely Filing letter updated for Relay data formats
• Prep Report will provide more detail with COB Out of Balance error
• Eligibility will accept additional coverage codes as active coverage
• Insurance Aging report added Fee, Facility ID and Facility Name
• Address verification has been updated to use the new USPS API
• View Documentation →

Bug Fixes 🔧

• Possible Encounter form error with inactive Plan Profiles
• EDI Claim generation breaks if all service lines are marked to not bill
• EDI Claims incorrectly include $0.00 Claim Adjustments in COB
• Corrected claims are using an incorrect ICN
• Medicare corrected claims use an incorrect Frequency Code
• Some Prep Errors are breaking the Prep run