Release Recap
The 9.12 release includes the first part of CentralReach’s saved signatures implementation and the abilities to search by a user’s chosen/preferred name and recover cancelled appointments. New label combination filters and additional widgets improve Advanced BI dashboards, along with Insights cube updates.
Saved Signatures (Part 1)
The following new permission allows employees to sign timesheets of other providers:
- (Timesheets > Collect Provider Signatures): Allows authorized employees to sign other employees’ timesheets.
- Please note, this permission is automatically enabled for users with the (Billing > Manage Timesheets) or (Timesheets > Manage Timesheets) permissions. It does not impact users’ abilities to sign their own timesheets.
Search by Preferred/Chosen Name
Recover Cancelled Appointment
Other Scheduling Updates
- The ‘optional’ text has been removed from the “Location” field of an event’s details, to allow the organization to specify required workflows and increase compliance with users. Please note, this will not affect any existing functionality.
- An issue duplicating authorization hours when a provider was changed in an appointment has been fixed. Authorization hours will no longer duplicate when editing events.
ScheduleAI – Name Select Clients and/or Providers
ABI – New Label Combination Filters
New label combination filters have been added to additional Advanced BI pre-made reports to provide users the flexibility to filter one or multiple labels at the same time, such as any provider with both the “RBT” and “Full Time” labels.
New label combination fields combining all related labels (e.g., #RBT, #Full Time) have been added to the following cubes, and Operational and Financial ABI dashboards:
Operational Dashboard | Cube | Filters |
---|---|---|
Authorization Analysis | Billing | Service Code Label Combinations TimeBilling Label Combinations |
Auth Utilization – Hour Based | Auth Hour Utilization | Client Labels |
BT Supervision | Supervision | Client Labels Provider Labels |
BCBA Supervision | Supervision | Client Labels Supervisor Labels |
Cancellation Analysis | Scheduling | Client Label Combinations Provider Label Combinations Scheduling Single Label Combinations Scheduling Recurring Label Combinations |
Client Supervision | Billing | Client Label Combinations |
Demographics | Scheduling | Client Label Combinations |
Productivity Analysis | Billing | Client Label Combinations Provider Label Combinations Service Code Label Combinations |
Tasks Summary | Tasks | (Assigned to) Provider Label Combinations Task Label Combinations |
Timesheet Timeliness | Billing | Provider Label Combinations Service Code Label Combinations TimeBilling Label Combinations |
Financial Dashboard | Cube | Filters |
---|---|---|
Claims Analysis | Claims | Claim Label Combinations |
RCM Analysis | Billing | TimeBilling Label Combinations Service Code Label Combinations |
ABI – Scheduled Hours in Auth Hours Utilization Dashboard
ABI – Provider Breakdown in No Payor Payment Dashboard
ABI – RCM Analysis with TimeBilling Client Location Filter
To facilitate the review of revenue cycle metrics based on client location during billing, the “TimeBilling Client Location Name” filter has been added to replace the previous Client Location Name filter. With this enhancement, historical RCM data will remain unchanged even if a client moves to a different location within the organization.
Additionally, the “Total Receivables, Payments, Sales Adjustments, and Bad Debt by Client Office Locations” widget has been updated to provide a breakdown of data by TimeBilling Client Location Name. This reflects the client’s office location at the time of service, not the client’s current office location.
ABI – Cancellation Analysis by Service Code Type/Category
ABI – Cube Updates
- Each record in the Auth Hours Utilization cube now contains “Daily Client Accepted Hours,” which are the client accepted hours in the authorization group broken down into daily amounts to calculate a prorated client accepted hours in any given date range. Click here for more information.
- To enhance client onboarding and time to therapy tracking, the following fields with proprietary calculations (only available in ABI) have been added to all client records in the new “Client Engagements” table located in the Billing and Scheduling cubes. Please note, a new Client Onboarding dashboard will be included in a subsequent release.
- ABA First Assessment Date
- ABA First Assessment Status
- e.g., Not Scheduled, Scheduled, Unconverted, Done
- ABA First Direct Therapy Date
- ABA First Direct Therapy Status
- Not Scheduled, Scheduled, Unconverted, Done
- ABA Initial Client Office Location
- ABA Initial Payor
- ABA Initial Payor Plan
- ABA Client Engagement Status
- No Assessment or Therapy
- Assessment Scheduled
- Unconverted Assessment, No Therapy Scheduled
- Completed Assessment, No Therapy Scheduled
- Therapy Scheduled
- Unconverted Therapy
- Started Therapy
- The following fields have been added to the Claims cube to improve service code analysis:
Cube | Table | Field |
---|---|---|
Claims | Service Code | Service Code Active Status |
Claims | Service Code | Service Code Calc Type |
Claims | Service Code | Service Code Billable Status |
Claims | Service Code | Service Code Description |
Claims | Service Code | Service Code Modifier 1 |
Claims | Service Code | Service Code |
Claims | Service Code | Service Code Types |
Claims | Service Code | Service Code Category |
Claims | Service Code | Service Code Label Combinations |
Claims | Service Code Label | OrganizationId |
Claims | Service Code Label | Service Code Label Name |
- The following fields have been added to the Billing cube for additional analysis related to the client’s payor:
- The following new “Billing Client Location Name” field provides the client’s office location at the time of service. This enables accurate reporting of billing data by client office location if a client’s location has changed from the time of service. The existing “Client Office Location Name” field which provides the client’s current office location is still available in the Client table. The new field is available in the following cubes:
Field | Cube | Table |
---|---|---|
TimeBilling Client Location Name | Billing | TimeBilling |
Billing Client Location Name | Claims | Claims |
Billing Client Location Name | Claim Responses | Claim Responses |
Billing Client Location Name | Supervision | Supervision Subsegment |
Other Insights Updates
- The default date range for the standard RCM & Receivables reports in the Billing and Insights modules is now the most recent 90 days to provide more relevant data.
- The Accrued Payment Detail export in Standard Reports now includes a “SegmentDate” column to provide date of service information for financial analysis.
Other Updates & Bug Fixes
- Organizations using Sandata Colorado can now select the reason code “Manual entry of EVV” when editing visits.
- To provide a more clear understanding of the status of visits, visits that have reached the maximum number of retries will now be labeled as “Error” rather than “Rejected.”
- An issue preventing service code exports with 2,100+ codes from downloading to the Files module has been resolved.
- A bug causing payroll runs exceeding the maximum allowed service code labels to fail and users to receive an “Unexpected error” message has been fixed.
- Addresses deleted from a contact’s “Basics” section will no longer appear on the contact’s Facesheet, as expected.
- An error message will now display when the 40-character limit is reached in the “Department” field of an employee’s Payroll Setup.
- Custom Contact Form date fields will display the next calendar year, as expected.
- Selecting “View Entries,” “First Service,” or “Last Seen” on a client’s contact card will display the correct client in the Billing screen, as expected.
- An issue preventing some items in the Contacts module’s “Utilities & Tools” from appearing to users with the appropriate permissions has been resolved.
- An issue causing the Authorization Report to display “N/A” in the Authorized column instead of the number when creating new authorizations has been fixed, ensuring accurate authorization numbers.
- For existing “N/A” authorizations, edit and save to display the correct values.
- Navigate to the authorization, select the pencil icon next to the code, and save.
- For existing “N/A” authorizations, edit and save to display the correct values.
- An issue where appointment deletions or cancellations were still affecting schedule validation and causing authorization errors has been addressed. To resolve this, existing authorizations should be saved to ensure accurate calculation of updates.
- An issue reconciling ERA payments containing Sales Adjustments and PR Amounts has been resolved. The PR column in the Billing module will display the correct transfer amount.