The following new features, enhancements, and updates will be available in your AWARDS database beginning on Wednesday, October 20th!
October 2021 Enhancements (30 min)
BillingBuilder - 837 Option Updates
The following updates have been made to the billing configuration options, to allow for more flexibility when generating the 837 claim file:
- BillingBuilder > Payers - A new field called Override Trading Partner ID Qualifier ZZ in 837 (ISA05) has been added to the Payer configuration page. In this field enter the two character alphanumeric qualifier as requested by the payer. If left blank, "ZZ" will be inserted in the 837 claim file by default.
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BillingBuilder > Configure Billing Types > Edit or Add New Procedure - The Measurement Code (SV103) option has been updated to include an option for “Minutes (MJ).” The two other options have been relabeled to “Units (UN)” and “Days (DA).” The code selected here will appear within the SV2 section of the 837 file.
BillingBuilder - Payment Postings Now Includes Adjustments
Updates have been made to the BillingBuilder > Payment Postings feature to allow for adjustments to be applied to invoices. Specific changes are as follows:
- The Invoice Payment sub-index available when viewing an invoice has been renamed Invoice Transactions.
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A new Transaction Type option is available when adding an invoice transaction record. Available selections are "Payment" (the default) and "Adjustment."
- If "Adjustment" is selected, users must enter the transaction date, whether the adjustment should reduce or increase the balance, enter the amount and select a reason/type. If reducing the balance, the amount being applied cannot be greater than the balance amount.
- If "Payment" is selected, users must enter the transaction date, whether the payment should reduce or increase the balance, enter the amount and select a payment type. A reason/type can also be entered, if needed. If reducing the balance, the amount being applied cannot be greater than the balance amount.
- When adding either a payment of adjustment, the Amount entered can be positive or negative, depending on whether the balance is being increased or decreased and the transaction type.
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Adjustments and payments added here are available on the BillingBuilder ReportBuilder, as well as captured on the Audit Trail ReportBuilder.
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A new Payment Type data variable has been added to the BillingBuilder ReportBuilder and will report whether a payment is a Payer, Personal Copay, or Personal Non Copay.
Face Sheet - Medication Flag Now Displayed By Default
The Medication section of client face sheets now includes a column for Medication Flag, allowing for easy at-a-glance reference to this key medication information if it has been entered in the client's Medication records.
Progress Notes - New "Include in Billing" Option and Related Permission
Users assigned a new Set Billable Flag data entry / access permission under Permissions Maintenance can now mark progress notes to be excluded from billing, even if the note meets the parameters of the invoice generation process.
Users with the permission will see a new Include In Billing checkbox display to the left of each note when viewing the note in report mode (via the Progress Notes Report, Progress Notes ReportBuilder preview feature, Service Contacts ReportBuilder preview feature, progress note index, and the Client History Report). The checkbox will be checked by default, indicating that the note is eligible to be billed within configured billing in AWARDS (when it meets the parameters of the invoice generation process). To designate that a note should not be billable and should be excluded form the invoice generation process (even if it meets the parameters), uncheck the box and then click UPDATE SELECTIONS at the bottom of the report / preview page. (If the checkbox is read-only, the note has already been included in an invoice.)
ACT and CR program types are excluded from this new feature. Those programs will not display the new option, even for users that have the new permission set. (If a report is run for a program grouping that contains ACT or CR programs, the new feature will be hidden as well.)
For reporting purposes, an Include in Billing? data variable has also been added to the Progress Notes ReportBuilder and Service Contacts ReportBuilder.
Reports - New Saved Report/Export Formats ReportBuilder
In this round of AWARDS enhancements we're excited to add to our collection of ReportBuilders, introducing a new Saved Report/Export Formats ReportBuilder! This new ReportBuilder, accessible from within the Reports module, can be used to generate customized reports of saved report/export formats, allowing users to see who created and/or modified reports and exports configured across AWARDS.
In conjunction with this new ReportBuilder, a new Saved Report/Export Formats ReportBuilder - View All data entry/access permission is now available under Permissions Maintenance. In order to use this ReportBuilder to its full advantage (viewing saved reports/exports created and modified by all users, including those which are not currently shared with them) staff members must be assigned this permission. Without the permission users are limited to running the ReportBuilder for only the report/export formats they themselves saved or which have been saved for all staff.