August 2022 Release Highlights

August 2022 Release is now available! 

This new release contains enhancements to multiple areas of the product including:

  • Progress and Analyst Notes:
    • Now contain the number of billable units, visit duration, and  caregiver signature for viewers.
    • Caregivers now have access to Progress and Analyst Notes to view and sign in the Caregiver Portal.
  • Electronic Visit Verification (EVV):
    • The Visit Verification list now includes Therapist and Caregiver Signatures.
    • Visit logs without GPS visit verification will state, “No GPS details.”
  • Billing Summary:
    • A “Note” column has been added to the Billing Summary. The Note column will indicate N/A, Missing, Incomplete, and Complete notes.
    • A “Time” column has been added to the Billing Summary to display start and end times for visits.
    • A “Note Status” filter has been added to the Billing Summary for users to view those with or without missing notes.
  • Billing Codes:
    • The mandatory field for Florida Medicaid billing code 97155 (protocol modification) has been added. 
    • Admins can enable therapists to set billing codes for client visits by updating their Company Settings.
    • Admins can establish a default billing code when there are multiple billing codes with the same therapist type, level, and client type.
  • Receivables:

    • Partially paid and denied claims can now be filtered in the Receivables Summary and submitted as new claims to the primary. A billing item can also be created for the client.
  • Canceled visits:
    • Visits can now be marked as canceled so that users can account for these and potentially bill their clients.
    • Visits can be marked as canceled in the therapists calendar and the therapist can provide a reason for the cancellation. The canceled visit will appear in the Billing Summary.
    • Admins can globally set cancellation reasons in company settings.
    • A non canceled visit can occur at the same time as a canceled visit.

To learn more about what updates, bug fixes, and features were included with each version released in August, visit our release notes for 7.0, 7.0.1, 7.1.

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