Certification Quiz | Release v19.5

Only Insurance AR

All modules: Insurance AR, Patient AR, Financial Clearance, Insurance Overpayments, and Patient Overpayments

Only Financial Clearance

Patient AR and Financial Clearance

Users now need to reload the entire page when selecting claims or appointments.

The action tab details load in a more timely manner.

Claims or appointments can now only be selected during specific hours of the day.

The system now randomly selects claims and appointments to display.

Users can no longer switch tabs.

The data now loads more quickly when users click from one tab to another.

Tabs now require manual reloading after each selection.

The system now opens new tabs in a new window to improve speed.

Notes are saved instantly without any additional action.

Notes are saved when selecting "Next" or "Apply to All" in a faster timeframe, allowing users to navigate more efficiently.

The system does not save notes until the entire worklist is completed.

Users are now required to enter the same note for every claim.

Through the representative’s personal dashboard.

By selecting a new report for each claim they work on.

Within the representative’s home page summary grid, where all client running totals are listed separately.

They cannot view their Running Totals by Client.

They can now view the Running Totals by Client within each module summary by selecting the Running Totals by Client tile.

They now have the ability to apply running totals to each claim individually.

They can now view only one client’s running total at a time.

Running totals are no longer available for Team Leaders.

All clients’ running totals are combined into one total.

Only the first client’s running totals are shown.

Each client’s running totals are listed separately in the grid.

The system will stop showing running totals for additional clients.