Release Notes July 2024

Billing Reports: Claims

Increase practice productivity with a tailored Insurance Collections report that allows you to identify and analyze claims with outstanding balances to ensure they are being worked in a timely and efficient manner. Feature will be available by the end of July 2024.
August 2, 2024 Update: The effective date has been moved to end of September 2024.
September 18, 2024 Update: Feature availability for all customers has been moved to end of October 2024.
October 29, 2024 Update: Feature availability for all customers has been moved to end of November 2024.
December 2, 2024 Update: Feature availability for all customers has been moved to end of December 2024.
December 20, 2024 Update: Feature availability for all customers has been moved to end of January 2025.

Navigate Insurance Collections Report

Hover over the Analytics icon and click Claims. The Insurance Collections report page opens.
1. Refresh Data: Click to refresh the report data.
2. Download CSV: Click to download the Insurance Collections report as a CSV file.
3. Filters: By default, all claims display.
  - To filter by specific criteria:
    - Start DOS and End DOS: Enter or select a specific service date range.
    - Patient: Click the drop-down to start typing the patient name to select.
    - Provider: Click the drop-down to select one or more providers.
    - Insurance Company: Click the drop-down to select one or more insurances.
  - To reset the filters back to the default settings, click Reset Filters.
  - To view all available filters for additional customization, click All Filters.
4. Columns: Scroll as necessary to view and customize the report to only display specific columns and in the preferred order.
  - To reorder the columns, click the column header then drag and drop in the preferred order.
  - To sort by ascending or descending, hover over the column header and click the arrow.
  - To sort more than one column, hold down the Shift key on the keyboard and click to select the column(s).
  - To unsort, pin, hide or manage columns, hover over the column header and click the more options icon.
5. Service Line Details: Displays information such as the encounter and claim ID numbers, service dates, patient name, provider name, procedures, etc. Scroll as necessary to view more information.
  - To open and view the charge capture associated with the service line, click the Encounter ID number.
  - To open and view the Patient Facesheet, click the Patient name.
6. Pagination: By default, each page displays up to 20 service lines.
  - To change how many service lines are displayed per page, click the Rows per page drop-down and select 10, 20, 50, or 100.
  - To navigate forward or back, click the arrows.
7. Save As New Report: If the report was customized to include specific data and how the data displays, click Save As New Report to save the report as a new customized report.

Billing General Improvements

The patient's date of birth (MM/DD/YYYY) now displays next to the patient's name on the New Encounter window.

Clinical

Clinical Resolved Issues

Fixed an issue where providers received an error message "Pharamacy is not found in EPCS for NCPDPID" when renewing a controlled substances
Fixed an issue where users were unable to add the Chikungunya vaccine to the patient's immunizations
Fixed an issue where users received an error message when attempting to access their Direct Inbox
Fixed an issue where medications were removed from the patient's active medication list when a refill request results in a Denied response due to a DOB mismatch
Fixed an issue where providers were unable to retrieve the patient's medication history
Fixed an issue where a rectal boil section was erroneously added to a clinical note
Fixed an issue where users received an error message when attempting to access the patient's facesheet
Fixed an issue where providers received an error message "NDC code is not valid. Please discontinue the medication and prescribe a new one." when renewing a prescription

Engage

Engage General Improvements

For providers who have a Google Business Profile, online scheduling enabled, and a complete Tebra Care Connect profile: Tebra now automatically adds an online booking option to your Google Business Profile to allow patients to complete their appointment requests through Tebra Care Connect.

Platform

Platform General Improvements

The patient self-scheduling feature has been streamlined with several updates to help reduce drop-offs in the booking process for providers to secure more appointments. These enhancements will include the following features by the end of July 2024:
- Optional Fields: Better identify required vs optional fields in the online booking form(s)
- Calendar Navigation: Calendar navigation on mobile to allow for quicker selection of future dates to view availability
- Progress Bar: Provides patients with a clear visual guide of the steps needed to complete the booking process
The practice can now view a simplified invoice that reduces complexity and improves transparency.
Front office staff and providers can quickly review the patient's last and next scheduled appointment on the appointment card. Feature will be available by the end of July 2024.

Platform Resolved Issues

Fixed an issue where patients did not receive a survey after their appointment was completed
Fixed an issue where patients did not receive a birthday message from the practice
Fixed an issue where clinical assistants were unable to access the recall page
Fixed an issue where location-based emails and text messages appear in Location Inbox when location-based messages are disabled
Fixed an issue where patient statements were not delivered for some customers
Fixed an issue where some users experience a continuous loading icon when attempting to access Tebra Payment features

Patient Experience

Patient Experience General Improvements

Google's Reserve feature is now available for customers with active scheduling and a complete Tebra Care Connect Profile. Grow your practice by adding an online booking Call-to-Action (CTA) to your designated Google Business Profile. The online booking button will guide patients to finalize their appointment requests through Tebra Care Connect.

Practice Growth

Practice Growth General Improvements

Google's Reserve feature is now available for customers with active scheduling and a complete Tebra Care Connect Profile. Grow your practice by adding an online booking Call-to-Action (CTA) to your designated Google Business Profile. The online booking button will guide patients to finalize their appointment requests through Tebra Care Connect.