6.0.128 Billing Release Notes

New Features & Enhancements

Report/Queue Updates

1. New Monthly A/R by Transaction Date Report added to Admin > Productivity Reports. Tracks monthly A/R balances and transaction activity by transaction date.
2. Added Sort Order dropdown to Cash Receipts by Payer Summary and Detailed report criteria.
   • Summary sort options: Payment Number (default), Payer Name, Date, Total Paid
   • Detailed sort options: Payment Number (default), Payer Name, Date, Amount Paid
3. Added Default Procedure Code column to the Billable Items Setup Report, positioned after the price column.
4. Added Patient Name column to the Deductible Management Usage Metrics queue, positioned after Bill Number.
5. Rate Comparison Report now uses the Billing Provider State from Agency Setup > Electronic Claims Addresses to determine agency location for state/region comparisons.
6. Rejection & Denial Analysis Summary Report: Top 10 Denials by Payer and Top 10 Denials by Biller grids now reflect the count of denied bills rather than the total number of denial codes.

Setup Updates

1. When a user's account is locked due to too many failed login attempts, a message now displays: "Your account has been locked. Please use the Forgot Password option or contact AIM Support."
2. After a successful password change during login, users now proceed directly into the application instead of being redirected back to the login screen.
3. Updated SMS consent disclaimers on the Two Factor Verification screen and in User Maintenance Setup.

Billing Updates

1. New Auto-Upload feature for Patient Invoices, Statements, and Warning Letters to clearinghouse for print and mail services. Requires configuration with your clearinghouse before enabling in AIM.
   • New "Clearinghouse Print Services Settings" section added to Billing Configuration Settings Setup to enable auto-upload per document type.

1. • Manually printed and batch printed invoices, statements, and warning letters automatically upload to the clearinghouse when the corresponding setting is enabled.
   • Task Scheduler print schedules also auto-upload when the setting is enabled, allowing recurring batch prints to process without manual intervention.
2. Selecting Scene of Accident, Intermediate Stop, or Site of Transfer as the Address Type on the Transport Tab now preserves existing address data when no Address Type was previously set, instead of clearing the fields.
3. New "Attachment Description" Quick Pick type added to Quick Picks Setup. A Quick Pick button is now available on the Description field in the Attachment Description Box.
4. Clicking anywhere on a row in the Potential ICD-10 Codes popup now toggles the selection for that row, consistent with Add from Common ICD Codes.
5. Account Flag Notes character limit has been significantly increased.
6. Manage Attachment Files utility no longer prompts to remove a file after downloading. The removal prompt now only appears after linking a file to a bill or account.
7. The Commercial Payers Setup Quick Pick now includes all fields present on the full setup record, including Enforce Last Verified At Date and the Payer Specific Configurations section.
8. When importing bills from NEMSIS v3.5.1 ePCRs, patient suffixes (ePatient.23) are now imported to the Suffix field when a matching value exists in Quick Picks Setup.
9. Process Recon Enhancements
   1. Added "Balance to Next Payer" column to the Process Recon With Options grid, positioned after Payment Date. Displays the calculated balance amount when the Rebill checkbox is selected.
   2. Process Recon With Options now allows independent selection and code editing when the same bill number has both a payment record and a rejection record in the same remit file. Selecting one record no longer automatically selects the other.
   3. Reconciliation EOBs for rejected claims now display the remit date in the header, allowing billers to document timely filing when appealing rejections.

10. Eligibility Enhancements

    1. Eligibility credentials can now be configured independently per agency. Updating credentials for one agency no longer overwrites credentials for other agencies within the same customer.
    2. Address fields in the Payer Eligibility screen are now editable, with the ability to show, hide, and clear address data included in the 270 eligibility request.
    3. Eligibility results now display the Plan Code (EB05 - Plan Coverage Description) appended to the Insurance Type column when returned in the response — e.g., "Medicaid (Plan Code: 82)".
    4. Added a "Return to Top" button to the eligibility results and Coverage Detection eligibility results windows.

Improvements

1. Global Search in the Billing Module is now available to all users (previously limited to alpha tester group)

Bug Fixes

• Fixed "password expired" message incorrectly displaying for users' first login instead of a standard password change prompt.
• Fixed Transmitted Claims by Agency Report incorrectly including payment and C/A transactions in totals. Corrected the report header to display "Date Billed" instead of "Date of Service."
• Fixed AR Cash Report displaying the number of categories instead of the actual number of transactions in the Total Number of Transactions field.
• Fixed Saved and Scheduled Report/Queue criteria missing individual add/remove value controls on "Is One Of" Additional Filter rows.
• Corrected Recon File archive date logging to record when the file is actually moved to the archive directory instead of when a user opens the Archived tab.
• Coverage Detection now displays "No valid coverage found for this patient" instead of an error message when no valid coverage is returned.
• Fixed unknown error when saving an electronic payer after removing an auto-populated patient weight value of "0".
• Fixed Call Log entries in Privacy Tracking sometimes displaying only a comma instead of the user's name.
• Corrected Vehicle (Unit) Number and Vehicle Dispatch Location (Station) Quick Pick modals displaying "??? Quick Pick" as the modal title.
• Fixed incorrect file path preventing Recon EOB links from opening correctly.
• Fixed Date of Service displaying incorrectly in the Batch Transactions grid for some claims.
• Fixed Coverage Detection exception error when clicking "Add Payer" with a single result without first manually selecting it. Single results are now auto-selected.
• Fixed "Bundle Service Items with Base Rate" setting in Electronic Transmission Setup not persisting after save.