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README for HomeCare Billing Solution
		            
Copyright (c) - 2021 Netsmart

====>  Program Changes  <==== 


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Version 1.2.8.70 - 01/08/2021 

a) Billing Pre-Audit altered to create Initial PPS claim charge if only
     scheduled visits present to allow early RAP billing; Warning removed for
     RAP HIPPS mismatch on Admission Source, now warns on Finals only.
b) Bill Audit altered to include zero dollar RAPs in Claim Count.
c) Claims processing altered for Medicare Hospice VBID NOEs and claims.
d) Scheduling altered for enhanced Recurring Visit functionality.
e) PPS Activity report altered for Days To Rap and Raps Not Done Days count
     so day 1 of cert is day 0 in count.
f) Charge Entry altered to allow viewing unverified visits for all users.

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Version 1.2.8.69 - 12/15/2020 

a) Billing Pre-Audit altered for 2021 PPS no-Hipps Raps and 1AA11 Hipps 
     processing; second period raps can be processed up to 29 days prior to
     period-start date; support for verbal orders now active; optional 
     failure added for non-pps un-signed orders; Raps can now be processed
     with an un-verified visit.
b) Bill Audit altered for 2021 cert-period checking when early raps are 
     indicated; EEP calculation altered for 0 dollar 2021 Raps; EEP will be
     updated for early 1AA11 HIPPS raps when orders and assessments are
     available for grouper scoring - this will occur when  running audits for
     Raps or Finals; revised Homecare and Hospice Non-Quality rate
     calculations based on entries in Entity-Unit table; revised CA and MD 
     Medicaid Hospice rate calculations for 2021; blanket rate and blanket
     modality rates will now work if used together when setup in the 
     insurance rates table.
c) Claims processing altered for 2021 PPS early raps which can have 1AA11
     HIPPS codes: we now read Verbal Order for diagnosis if 485 not found;
     these raps will use cert-period Hipps if assessment not found; also now
     using patient bill data to find Late NOA KX segment information if
     required for late rap claim.     
d) Payment entry altered to clear cert-period EEP amount when unbilling Raps.
e) Assessment entry altered for Hospice HIS version 3 data entry.
f) Category load altered to accept new [Verbal Order] document type.
g) Auto charge generation altered for new [One Per Month] charge create
     option which will allow a Qty 1 charge to be created for a month period.
h) Entity load/maintenance altered for Homecare-NQ and Hospice-NQ adjustment
     types on the unit rates tab; also optional late PDGM advantage payor
     election date expanded to 1/1/2022.
i) Oasis export altered for Hospice HIS 3.0 export support. 
j) Patient entry altered for new HomecareNOA option in the Insurance Bill
     data type column.
l) System file maintenance altered to allow Days-To-Rap range from (-29) days
     to (30) days.
m) Statistical analysis report altered to allow optionally including charges
     which have not been verified.
n) Hospice LOC report altered to use Entity Unit rates for Non-Quality rate
     determination; also for new CA/MD Medicaid support.
o) PPS Activity report option for Raps not done altered to show in red
     patients who have a period 2 started, but no following cert-period.     

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Version 1.2.8.68 - 10/30/2020 

a) Charge detail table altered to support start/end times spanning more than
     one day.
b) Charge entry and charge list altered to evaluate visit overlaps when 
     visits span more than one day; also charge entry preferences tab altered
     for new full screen capability and new look and feel.
c) Bill audit altered to accept All-Docs-Rcvd checkbox from Billing Pre-Audit
     report when it is called; also to only check for user-posting conflicts
     after the Post button is pressed to allow for less frequect conficts.
d) Billing Pre-Audit altered for new optional tab layout; also to allow PDGM
     type 7 payors to not require Pecos checking.
e) Hospice LOC report altered to allow create charges for periods older than
     one year for start up agencies.
f) Oasis CAHPS export updated Deyta format to aggregate totals.     
g) Auto charge generation altered for new start/end times and to remove 
     option for Hospice charge generation now done in LOC report.
h) System settings altered for new Clear Bill Audit User button on security     
     tab to allow for disconnected posting users.
i) Electronic payment application altered for integration with NetSmart
     RevConnect Ability clearinghouse; Electronic billing and Claim status
     also altered for the new clearinghouse.     

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Version 1.2.8.67 - 08/30/2020 

a) Payment entry altered to log A/R record in-activate and re-activate 
     operateions; also, new confirmation message will be displayed on A/R
     re-activations and new created A/R.
b) Claim Status, electronic payments, eligibility and claims processing
     altered for new Ability All Payor with Ease option to be available
     later in the year.
c) Category load/maintain altered to automatically update up to 2 years of 
     CBSA rates/codes for County types Medicare and Hospice; also updated to
     store transitional CBSA codes when needed; 2021 is a transitional year.
d) CBSA code table and Hopsice rates updated for 10/2020 Hospice update.     
e) Diagnosis table data altered for 10/2020 update; 490 new, 58 deleted, and
     47 revised diagnosis this year.
f) Bill audit and posting altered for new modality blanket prorations. In 
     addition to the current wildcard blanketrate insurance proration, users
     can add wildcard blanket rates for each modality.
g) Admission reporting altered to correct unduplicated totals when running
     in report sequences other than insurance.
h) A/R activity report altered to correct report breaks with using top
     sequences unit and fin-class; also restricted choosing both unit and
     fin-class both top and sequence simultaneously.  
i) Charge entry altered to require password for non-clinical charge deletes.
j) Billing Pre-Audit report added warning to ensure that pps primary only
     must be selected if selected classes are used; to check document
     effective dates to ensure document is within the correct PDGM period;
     and to check for UTN REQ when PPS final claim requires UTN authorization
     number for payment.
k) UB04 printing altered to not show Occurrence Code 50 OASIS Assessment 
     date on RAP bills.
l) Agency Overview report altered to correct totals-only option when running
     unit option first.
m) A/R report altered to export submit-final-date if found. 
n) PPS Activity report altered to correct Finals not Done report not showing
     period 1 finals when discharge is less than to-date; open/closed visit
     options now include EEP, diag-1, diag1-group, and hipps on export;
     discharged patients only option added.
o) Patient maintenance altered documents tab to include document effective
     date which will be used to determine which PDGM period the document is
     attached to.
p) Patient document reporting altered to allow date selection by effective
     dates and to display effective date on report.

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Version 1.2.8.66 - 06/30/2020 

a) PPS revenue report altered to correct revenue days earned when period 2 
     PDGM episodes are unbilled and rebilled.
b) Electronic claims altered to export special occurrence code M2 when
     a Hospice patient receives more than one respite period in a bill month;
     also to allow for exporting diagnosis pointers and place of service at
     the billed charge level.
c) Auto charge generation altered to evaluate insurance dates and ensure
     coverage before creating charges.
d) Entity (employee) maintenance altered to allow entry of EVV username and
     password to support remote device login.
e) Statistical reporting altered to allow for new Level of Care sequence.
f) Patient list altered to allow for LOC and Institute stay days calculated
     from admit thru report to-date; also for new select patients option.
g) Charge load/maintain altered to allow entry of diagnosis pointers and
     place of service for billing situations requiring these data elements.
h) Printed 1500 bill form altered to pull diagnosis pointers and place of 
     service from billed charges if required.
i) Hospice LOC report altered to allow 20 days before reporting prior month
     not billed; also to not include scheduled/not made visits.
j) Essentials look and feel preference enbabled, but can be disabled for 
     one more release.

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Version 1.2.8.65 - 05/15/2020 

a) Clinical export log altered for more selectivity and the ability to veiw
     XML recieved from the clinical system.     
b) PPS revenue report altered to correct VBP-adjustment for PDGM period 2 
     showing period 1 amount; corrected Period 2 not showing Lupa counts. 
c) Grouper software altered to update NY Medicaid Hipps within assessment 
     when grouper is recalculated.
d) Payment entry altered for new adjustment reason CO*50 Non-covered services
     not deemed medically necessary; also to allow for optionally displaying
     Final Submit date on Summary grid.
e) Agency Overview report altered for new options allowing for export to XLS;
     for PDGM period counts, lupas and EEP data; and for selectivity of Rap
     and Final billed.
f) Pre-Billing audit altered to show New Failure option for RAP not Paid;
     added edit check for Charges outside insurance effective dates for
     non-PPS claims; and to automatically regroup NY Medicaid if necessary;
     also to show late-timing override if chosen.
g) A/R reporting altered to display PDGM period dates when exporting to XLS; 
     also to optionally write a bill-note when a statement is generated.
h) PPS costing altered to correct Lupa counts message.     
i) Entity-insurance billing unit overrides expanded to 40 modalities.

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Version 1.2.8.64 - 04/15/2020 

a) Oasis Export altered to allow call from report groups; for new performance
     improvements; look and feel altered to be consistant with other forms.
b) PPS margin report altered to remove PDGM comparisons and HHRG reporting;
     new Date-Type option to allow period active or start date selection.
c) Bill audit altered to not allow lupa add-on for period 2 PDGM.
d) Import/Export, Auto charge generation, Oasis Cahps export altered to not
     include non-scheduled but un-verifed visits.
e) PPS revenue report altered to use first EEP amount billed per PDGM period
     to avoid revenue amounts changing when unbill/rebills occur after Hipps
     code changes are made; also export altered to correct duplicated records
     when printing from print preview tab.
f) New diagnosis codes added for Covid-19 and Vaping;     
g) PDGM grouper altered for Covid-19 diagnosis w/new co-morbidity group. 
h) Hospice LOC report altered to support MD Medicaid.
i) Assessment entry altered to only allow versions up to Oasis D1.
j) Pre-Billing and bill audit altered to fail for unverified non-visit time
     charges.

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Version 1.2.8.63 - 03/31/2020 

a) PDGM grouper altered to only evaluate seven M1033 questions; also to 
     display an error message if primary diagnosis not in clinical group.
b) Bill audit altered to display a message if a second period PDGM rap is 
     trying to use a previously used bill-date.
c) A/R reporting altered to fix over 120 column when running report with
     only 4 categories chosen.
d) Pre-Billing and bill audit altered to display a warning for admit-source
     mismatch to period-1 Pdgm-hipps.
e) PPS margin and revenue reports fixed periods with no hipps code showing
     case-weights.  
f) Electronic claims altered HI*BG segments for condition 47 when admission
     source B is present; also to correct period-2 M0090 date when period-1
     hipps does not match period-2 hipps.     

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Version 1.2.8.62 - 03/09/2020 

a) PDGM grouper altered for Z452 primary awarding diagnosis exception.
b) Pre-Billing and bill audit altered to allow no charge Rap for PDGM all 
     period one epiosdes after the SOC; also to not use actual end date
     if not within PDGM period.
c) Electronic payments altered to correctly capture Paid Hipps for PDGM
     episodes with new electronic format.  
d) PPS revenue report altered to correctly display episode days for PDGM; 
     also to fix period-2 episodes showing after discharge.
e) PPS activity report altered to correct Rap/Final billed amounts for PDGM
     period 2; also to include Period number on report.
f) Patient maintenance altered to update all docs received when documents
     are deleted.
g) PDGM Grouper altered to fix high/low comorbidity scoring with certain
     diagnosis combinations.
h) PPS therapy report altered to not show PDGM episodes. 

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Version 1.2.8.61 - 02/12/2020 

a) Pre-Billing audit altered to not show second period PDGM initials and
     finals as ready unless they are ready; also fixed NY Caid PPS episodes
     appearing early on final claims reports. 
b) Patient maintenance altered to correct NY Caid grouper calculation.
c) PPS activity report altered to not show second period PDGM finals unless
     within date range selected; Lupa threshold report altered for 2019 
     episodes being < 4 instead of <= 4.
d) Electronic claims altered to use correct assessment date for PDGM period 2
     when first assessment is not used to group period 2; also to use the 
     price-override amount for supplies if charge gross-amount is chosen.
e) Bill audit altered to correct final claim charge missing charge date
     for NY Caid PPS episodes after 1/1/202020.
f) PPS revenue report altered to correct slowness when selecting individual
     insurances for reporting.

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Version 1.2.8.60 - 01/31/2020 

a) Help access standardized to website documentation.
b) PPS Revenue report altered to fix final case mix weight for cross over PPS
     episodes.
c) Pre-Billing audit altered for warning/failure if prior discharge within
     60 days and late timing is not indicated.
d) Electronic claims altered to export PDGM hipps for cert-starts after
     1/1/2020 if force-hipps selected and no hipps is available.
e) PPS Activity report altered to not show Period-2 raps not done when
     patient is discharged prior to the period.

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Version 1.2.8.59 - 01/20/2020 

a) Pre-Billing audit altered for discharged only selection.
b) A/R statements altered for variable finance charges or state tax amounts.
c) A/R export reports altered to show payments and adjustments separately; 
     also all aging categories now evaluate final submit date in addition to
     rap submit date when choosing submit date aging.
d) PDGM Grouper altered to correct low comorbidity scoring.
e) Bill audit altered to display up to 24 billed diagnosis.
f) Pre-Billing audit altered for warning if order type not 485 (PPS only).
g) PPS Activity report altered for new Only-Lupas option.
h) PPS Margin report altered for late PDGM advantage plans.
i) PPS Revenue report altered for late PDGM advantage plans and export Hipps.
j) Bill Ledger report export altered to add Unit description to both detail
     and summary export types.

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Version 1.2.8.58 - 01/03/2020 

a) Entity maintenance altered for Requires EVV checkbox on insurance tab.
     If an insurance requires electronic verification info and EVV vendor
     is being used then this should be checked.
b) System maintenance altered for Days to Rap option on reporting tab. This
     will be used for PDGM periods after SOC to auto drop Rap with no visits.
c) Bill audit and posting altered to support Rap creation with no visits for
     PDGM periods after SOC using Days to Rap option; for new Oulier
     calculation based on 2019 final rule; and for new cert-date selection
     for PPS Rap and Final runs.
d) Pre-Billing audit altered for Rap with no visit using Days to Rap option;
     PPS Rap/Final runs now honor the fail checkbox for unverified visits. 
e) Patient maintenance altered for new Late-Timing checkbox on the Admit tab.
     This will allow PPS SOC episodes to be scored as late. Note: Late timing
     option has been removed from Bill Audit.
f) Hospice LOC report altered for Un-Verified charges and Fail option.
g) Electronic claims processing altered for PDGM forced Hipps/Claimkey option
     Note: default Hipps 1AFK1 will be used.
h) PPS/PDGM grouper altered to use Admit Late-Timing notification to corretly
     group Hipps.
i) PPS Activity report altered for new No-Held-Certs option; also to count
     un-verified visits on the Lupa Threshold option.
j) Patient order edit altered to not prefill diagnosis and require pressing 
     of the diagnosis update button to update from admit diagnosis.
k) Payment reporting altered to export type of bill code.
l) Episode overview report altered to correctly display unverified visits.
m) PPS revenue report altered to export VBP amounts and Total Paid amounts.

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Version 1.2.8.57 - 11/15/19 

a) Bill Audit altered to find and display the correct 485 Order diagnosis 
     used for the PDGM grouping step; also to update the order with the 
     invoice number billed for each period.
b) Payment entry altered to clear the invoice numbers from unbilled orders.
c) Patient update altered to not allow 485 Order edit/delete once billed.
d) Claims processsing altered to find the correct billed 485 Order when
     displaying or exporting diagnosis.
e) PPS Activity report altered for a new export option allowing Order 
     diagnosis to be exported by PDGM period; also to correct days-no-Rap
     count which could be off under certain conditions.
f) Billing pre-audit altered to optionally warn or fail for un-verified
     visits found in the period; also to automatically regroup PPS and PDGM
     episodes based on primary insurance PDGM start date.
g) Electronic claims processing to Ability altered to allow up to 12
     submitter IDs; also to capture billed Hipps based on period initial
     billed Hipps for both PPS and PDGM periods.
h) Period/Epiosode overview report altered for PDGM periods.
i) PPS/PDGM 2020 rates, weights, and CBSA rates updated based on latest 
     Medicare final rule release.
j) PPS/PDGM groupers updated for 2020 application.
k) Entity load/maintain altered to allow PDGM start date to be altered for 
     Insurances setup as type 2 - HMO/Managed-care.
l) Oasis export altered for Oasis D1 spec and for performance improvement.
m) Assessment load altered to support Oasis D1 specifications.
n) Electronic payment processing to Ability altered to allow up to 12
     submitter IDs.
o) Charge detail list altered to optionally display scheduled and 
     un-verified visits.
p) PPS Revenue report altered to support PDGM periods and to support 
     NY Medicaid episodes with the days from cert-start option.
q) Admission report altered to fix error when running average daily census.     

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Version 1.2.8.56 - 09/05/19 

a) Bill Audit altered to handle PPS rates for both PDGM episodes and
     2020 PPS crossover episodes; to filter PPS episodes available to bill
     by insurance effective dates; and to support non-traditional Medicare
     providers who are not ready for PDGM by 1/1/2020.
b) PPS/PDGM rate list altered to accomodate 2020 PPS crossover episodes. 
c) Hospice LOC report altered to allow charge creation going back 12 months;
     to allow financial class selection; also added additional export cols.
d) Patient load/maintain altered to allow for authorizations by 1/4 hr Units;
     to fix error when loading multiple note types simultaneously;
     to support cert periods for non-PDGM payors.
e) Authorization reporting altered to allow for 1/4 hr unit authorizations.
f) Entity load/maintain altered to allow non-traditional Medicare providers
     to move their PDGM start date past 1/1/2020.
g) Entity list altered for new doctor full name format option.
h) UB04 altered for new constant value option in box 30.
i) Pre-billing audit altered for PPS payors not ready for PDGM.
j) Diagnosis search altered to display clinical group.
k) Ability interface altered to support up to 6 submitter IDs.
l) PDGM grouper altered to check institute type to ensure correct scoring for
     hospital stays vs non-hospital.
m) Category type (Race) altered for new 7-Other Oasis type.
n) Admission list altered to display race counts by Oasis type.
o) Electronic payment application altered to store Paid Hipps for both PPS
     and PDGM episodes.
p) PPS Margin report altered to support PDGM episode types. 
q) CAHPS export fixed duplicate branch in Fazzi and added Loc-Care to DSS.
r) Patient list altered for new inititution export option.

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Version 1.2.8.55 - 07/11/19 

a) Pre-Billing audit altered for PDGM episode processing.
b) PPS Activity report altered for PDGM episode processing; new Lupa limits
     and Over-Under display columns added to Period-Visit options; also for
     warnings when billed hipps does not match paid hipps.
c) System maintenance altered for new 0% Rap posting option for PPS/PDGM.
d) Bill Audit altered to allow for 0% Rap posting option for PPS/PDGM; also
     to correct user checking when assigned units not used; also to lock 
     screen when posting and ensure progress bar is visible.
e) A/R reporting altered for new statement formatting for better readability;
     also to allow for Period 1 and 2 cert information to be displayed.
f) PPS Margin report altered to export PDGM Period 1 and 2 actual amounts and
     visit counts; also for new report formatting options.
g) UB04 and electronic billing altered to fix forced Hipps with 1 cent amount
     on line one of output.
h) Oasis export altered to correct RFA9 oasis types.
i) Services provided report altered to fix export when top sequence is
     selected; also to fix care-types saving to registry.
j) UB04 and electronic billing altered to support period billing for PDGM
     episodes; Occurrence codes 50 and 61 will be automatically added for 
     episodes after 1/1/2020.  
k) Schedule calendar altered to fix print preview screen when selecting 
     specific calenddar views.
l) Charge code load/maintain altered to prevent modality changes after the
     charge had been used and billed.
m) Oasis/HIS Export altered default start date to one year prior; changed 
     unpost file listing to only show last 90 days files; added a new button
     to unpost to retrieve sets of files in 90 day increments.     
n) Hospice LOC report altered to allow selected unit to flow over to bill
     audit when posting ready to bill.
o) Report groups altered to correct pre-billing audit call to bill audit.     

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Version 1.2.8.54 - 04/30/19 

a) Bill audit calculations, report and posting altered for PDGM. 
b) Electronic and paper claims altered for summarization of Hospice LOC GIP
     SN, MSS and HHA charges when performed in a Hospice IP setting.
c) Payment entry altered for unbilling PDGM claims; period display; and 
     new claim adjustment reasons.
d) Patient load/maintain altered for new format certification tab allowing
     period display for PDGM; also for Admission source dropdown on admit tab
     not showing admission source descriptions.
e) Grouper module altered to optionally update assessments when calculating
     new grouper values.
f) Auto charge generation altered to restrict level of care visit creation.
     User will be instructed to use Hospice LOC report.
g) Entity load/maintain altered for new CAHPS survey data accessible on the
     contact tab when working with Family entity types; also for new Marketer
     dropdown for data capture and reporting of Referral marketer.
h) Treatment plan 485 diagnosis update altered to check PDGM period before 
     allowing update to occur.
i) Electronic payment processing altered to check for and not post if 
     multiple payment files are found in the file being posted.
j) Charge detail list altered to display employee code when running report
     in summary modes.
k) Entity list altered to display marketer when running referral report.
l) PPS Costing display and report altered for enhanced PDGM period 
     processing and whatif options; also to allow for optional final claims
     calculation for both PPS and PDGM episodes.
m) PPS revenue report altered to use billed final amount from bill ledger
     for AFP amounts and exception display.
n) Electronic claims altered for new option to suppress guarantor birth/sex
     and address in NM1*IL.
o) CAHPS export updated FAZZI and DSS AdmitSource for CMS Crosswalk specs; 
     also added Opt-Out, CG Language, and CG Relation as defined in 
     Family/Guarantor Entity Load; also fixed payor and discharge source.
p) PPS Margin report altered to display period 1 and period 2 PDGM episode
     calculations for both initial and final claims.
q) Hospice LOC report altered to correct custom date range totals.     

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Version 1.2.8.53 - 03/14/19 

a) Hospice LOC report altered for death date with no discharge exception; 
     also for additional check for 2 users creating charges.
b) Electronic and printed Hospice NOE altered to export and print the correct
     doctor name and to show correct cert-period on report; also for option
     to export service line charge description for NOE/NOTR.
c) PPS Costing assistant altered for new PDGM comparison tool. 
d) Patient load/maintain altered for new look and feel and to allow for 
     window sizing with splitter bars; also to display diagnosis clinical 
     group for PDGM.
e) PPS Margin report altered for new PDGM comparison option.
f) Payment entry altered to display patient birth date; PR*3 Copay amount 
     added to adjustment reasons.
g) OASIS assessment report adjusted to show question answers in correct
     numeric sequence; also corrected multiple choice questions not printing
     when not answered, even without 'Only Show Answered' checked.
h) Grouper program altered to calculate PDGM Hipps for Medicare.
i) A/R export report altered to export full description of bill status.
j) Import export function altered for new charge export columns to allow for
     EVV processing.
k) Diagnosis table expanded for PDGM including clinical group, co-morbidity
     and sub-group.
l) PPS weights table expanded to hold LUPA threshold required for PDGM.
m) Charge detail list altered to only include actual visits when running 
     using payroll options; also to always show actual qty/time amounts.
     Actual charges are those that have not been transferred or prorated.
n) New diagnosis list now has option for clinical group, co-morbidity
     and sub-group.
o) Charge detail list altered to fix pay rates not showing for un-billed
     charges.     

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Version 1.2.8.52 - 02/08/19 

a) OASIS export changed to reject if record's OASIS version not found in
     assessment tag info file.
b) Bill audit altered to reformat RAP reimbursement information; also to 
     allow for VBP adjustments if 100% RAP option chosen.
c) PPS activity report altered to correct EEP amount when running RAPs not
     done report.
d) NY medicaid PPS grouper altered for Oasis D version 2.30.     
e) A/R report altered to export referral code if referral sequence selected.
f) Admission reporting altered to correct LOS totals when selecting days 
     within period only and no patient detail.
g) Statistical reporting altered to correct duplicate billed charges 
     appearing when two of the same insurance records exist for the charge;
     this condition introduced with changes made in v51; also to always show
     same date charges on seperate lines if charge detail requested.
h) UB04 altered to show FIPS code with only 2 trailing zeros.
i) Payment entry altered for new adjustment types on the billing codes tab.
j) Hospice LOC report altered for new death before admit exception; also to
     ensure duplicate LOC charges are not created when 2 users post at the
     same time.
k) Claim status updated for new 694 adjustment error.
l) CAHPS export altered for DSS 2019 specifications.
m) Electronic billing altered for new FIPS code option for no leading 0.
     
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Version 1.2.8.51 - 01/17/19 

a) Electronic billing altered to export guarantor sex from patient info if
     guarantor is self; also to fix HI*BE segment when NY pps type is chosen
     and forced HIPPS is also selected; FIPS code altered to have leading 0
     and trailing .00.
b) UB04 altered to allow revenue code 0659 to be used for Medicaid hospice
     claims late routine.
c) Agency overview report altered to show monthly re-admissions, re-certs,
     and average case mix weights.
d) Admission report altered to correct re-admit counts on monthly summary 
     when running retro active date selections.
e) Import/Export altered to charge export to allow for HHA exchange EVV
     export columns and new option added for type of visit.
f) Statistical reporting altered to correct error when choosing patient sex;
     added contract number to export.
g) Patient maintenance altered to restrict assessment updates for clients
     using clinical front-ends.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.8.50 - 12/15/18 

a) myUnity Essentials option added to main menu.
b) System file and charge code file maintenance functions altered to not
     allow deletion of modalities or charge codes if billed charges have been
     found with these codes in use.
c) Medicare PPS billing altered for 2019 clinical/functional thresholds,
     rural add-on values and rural level breakdowns; new PPS weights, rates,
     CBSA rates and assessment tables for Oasis D will be included with this
     release.
d) Assessment load/maintain altered for new Oasis D version effective 1/1/19.
e) Charge entry altered to fix charge deletion not working when start time 
     is the focused column.
f) A/R reporting altered to display billing option set id for bills that 
     have been submitted.
g) Eligibilty 271 report altered to properly display when no provider 
     specified within the 270 request.
h) Hospice LOC report altered to remove orphaned LOC records if patient
     has a discharge date prior to LOC date; also to correct SIA rates when
     Hospice agency is non-quality.
i) PPS revenue report altered to calculate earned days on both Rap and Final
     dates instead of just Rap date to avoid revenue discrepancies caused by
     changes made to discharge dates; also to display avg net per episode,
     avg visits per episode and the number of discharged episodes listed.
j) HBS web updates altered to use FTP instead of HTTP to allow for more 
     secure communications.
k) Electronic billing altered Hospice late NOE processing to summarize all
     late days on the same output line; also to allow late NOE processing
     based on the NOE date contained on the patient admit tab.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.8.49 - 10/31/18 

a) Diagnosis search altered to return Icd-Version and Order-No columns.
b) Patient maintenance and order maintenance altered to use diagnosis code
     and icd-version to retrieve diagnosis from master table; new Icd-Version
     checkbox allows for choosing diagnosis version for patients on service
     for long periods of time spanning diagnosis versions.
c) Agency overview report altered for new process date option for use with
     billed and paid amounts.
d) Admission, coverpage, discharge reports altered for diagnosis search.     
e) Hospice LOC report altered to ensure SIA is only computed if within 
     current admit; also to now include late days and SIA amounts on XLS.
f) Payment entry altered for new page-up and page-down buttons.
g) Pre-billing audit altered to not fail RFA9 oasis for not exported.
h) Patient list altered to show R&B charges for institutes when the charge
     effective date ends prior to institute end date.
i) Category load/maintain altered to add/update CBSA codes/amounts when 
     counties are added or changed.
j) Bill audit altered to check rural cbsa codes to ensure rural level 
     adjustments are applied for cert-periods ending after 1/1/2019.
k) Electronic claims and UB04 forms altered for new Medicare FIPS code
     reporting requirement starting 1/1/2019.
l) Electronic payment application altered to post multiple remit numbers to
     payments when they are contained in payment files with multiple remits.
m) Entity load altered to not allow units to be entered without a name.
n) Services provided report altered to correct patient counts when printing
     detailed report by modality.
o) A/R reporting altered to correct aging by submit date option when submit
     dates are null.
     
* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.8.48 - 08/31/18

a) Billing pre-audit report (non-pps) altered to show patient birth date.
b) Charge detail list export altered to fix auth-no becoming not visible.
c) Admission report altered to fix un-duplicated counts when running with
     patient detail option in insurance sequence; to not include discharged
     referrals in monthly discharge counts.
d) Category load/maint altered for new county SSA search dropdown and to fix
     the pay-rates tab when toggling between county and pay-rate types.
e) Entity load/maint altered to highlight in red when insurance rates are 
     found without a corresponding revenue code; also for 2 additional custom
     unit types.
f) Web updates altered for new method of distributing wage index values; 
     also this update includes Hospice fiscal year 2019 wage indexes.
g) Electronic payments altered to sort report by patient last-name and
     invoice number so all payments for each bill show together. 
h) Bill rate adjustments altered to prevent PPS insurance charges from being
     accidentally updated.
i) Agency overview altered to fix starting census incorrectly counting 
     patients admitted on first day of period selected.
j) Patient maintenance altered to add Hospice NOTR (notice of term/revoke) to
     admit tab; also to filter diagnosis dropdowns to only display codes 
     which are effective based on admit date.
k) Electronic billing and UB04 printing altered to allow an option for only
     un-submitted/un-printed Hospice NOTRs in addition to currently available
     NOE option.
l) Eligibility report 271 altered to remove missing contract number messsage
     unless appropriate.
m) System maintenance altered for 2 additional custom unit types.     
n) Bill audit and claims creation altered for new quarter hours rounded down
     unit type for WY Medicaid; note this must be added as a custom type.
o) Patient list altered to correct export column headings.     

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.8.47 - 08/08/18

a) Electronic payments altered to fix multiple payments to the same remit
     number within the same payment file. Under certain conditions the 
     second payment would not post, but instead would altert the user that
     it was not posted.  We are now checking both the remit and DCN number.
     
* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.8.46 - 07/30/18

a) Electronic claims and Hospice LOC report altered to support CA Medicaid
     Hospice retroactive to 1/1/2016.
b) Auto charge generation altered to prevent charge splits to occur for more
     than a 31 day period.
c) Statistical analysis reporting altered for new top sequence mode allowing
     additional report breaks by unit and insurance.
d) A/R report altered to correct age categories when exporting to XLS and 
     choosing only 4 age categories.
e) Electronic payment application altered to prevent double posting of remit
     files when connection to the server is interupted.
f) Charge detail list altered for faster processing when choosing summarized
     report options.
g) Oasis assessment report altered to display state correction counts.
h) PPS revenue reporting altered to display new statistical counts for total
     early and late PPS episodes and LUPA addon episodes.
i) Electronic claims altered for new 2420A option to allow provider 
     information at the service line level.
j) Import/Export altered to allow payroll unposting for selected employees
     in addition to currently allowed selected units.
k) Patient load/maint altered to display when insurance is PPS.
l) Payment reporting altered for faster processing when choosing summarized
     report options.
m) Printed 1500 altered new place of service constant option in box 24.
n) A/R activity ATB report altered to correct current column not showing 
     bills posted on last day of report.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.8.45 - 06/06/18

a) Payment entry altered to allow saving denial date for multiple entries; 
     also to optionally display HCPCS code; also to require either patient 
     or insurance code to be entered when searching for payments; also to
     restore double-click of payment header to add new payment.
b) Electronic claims altered for new referring physician option allowing 
     the attending and referring to be same doctor; also to support 82A/B
     bill types for hospital based NOE/NOTR; also for new CA Medicaid Hospice
     regulations starting 5/1/18.
c) UB04 altered to support 82A/B bill types for hospital based NOE/NOTR.     
d) Charge entry altered to allow display of pending clinical visits.
e) Charge detail list altered to optionally display pending(un-verified)
     visits.
f) Billing exception report altered to fail for unverified visits.
g) Bill Audit altered for new CA Medicaid Hospice regulations 5/1/18.
h) Auto charge generation altered for new option to include DOD when creating
     room and board charges.
i) Hospice LOC report altered for new option which will automatically create
     hospice LOC charges as needed based on the patient's levels of care;
     new 2018 CA Medicaid regulations now supported.
j) A/R report altered for faster processing.     

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.8.44 - 04/20/18

a) Pre-billing audit altered to display visit start-times and include visit
     time in the sort critera; also to allow for non-PPS failure option when
     doctor is not Pecos approved; fixed export failure display on last rec.
b) Admission reporting altered to improve processing speed. 
c) Printed 1500 altered for new place of service option in box 24.
d) Electronic payment posting altered for new option to post zero amount
     payments; to store bill-type within payments; and to optionally bypass
     the adjustment type.
e) Payment entry altered to allow altering of DCNno for old payments.
f) Claims processing altered to only get auths for visits appearing on the 
     claim to avoid missing auths for patients with over 100 auth records.
g) Bill audit altered to process/store VBP value based purchasing adjustment.
h) Entity file unit processing altered to allow VBP rates and Modality Cost
     adjustments to be maintained.
i) PPS revenue report altered to display VBP adjustments.
j) Auto-Charge processing altered charge-replace to process non-primary ins.
k) Bill Ledger and AR activity reports altered to allow excluded selections.
l) Discharge summary altered for new sequence options.
m) Electronic claims altered to allow forced Hipps in revcode sequence; also
     for Hospice last institute.
n) PPS margin report altered for date sensitive modality cost adjustments.
o) Payment report altered to allow selection and display of payment
     bill-type.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.8.43 - 02/27/18

a) Bill audit altered to allow initial/final claims when PPS insurance is 
     not primary; also for PPEC RN whole day hrs; Medicare PPS rural addon
     reenabled for 2018.
b) PPS margin report altered to include report group name in XLS output. 
c) System maintenance altered to allow different password types for oasis 
     export and charge detail updating; also to edit when care-types changed.
d) Patient load added password to unlock exported OASIS; added help to
     OASIS unlock options; fixed phone number edit mask.
e) Import/Export added ability to exclude allowances in GL export; added
     Paychex specific payroll export; add credit/debit column back to GL
     export funtion; added GL Prefix to QB GL Offset Accounts.
f) Scheduling reports fixed SQL error when no care types selected on all
     printed report functions.
g) Patient med list removed worksheet month/year option when run within
     patient entry.     
h) Pre-Billing audit altered to fix zero quantity visits to not extend by
     time incorrectly; to not warn for zero time supply chgs; to check both
     discharge and actual-end date for final days old; to fail initial claim
     if SOC assessment is missing. 
i) Scheduling fixed invalid time message on startup.
j) Electronic claims altered to allow for hospice room and board billing.
k) Patient list altered for new Acuity detail option.
l) Payment reporting altered to allow showing certain A/R balances amounts;
     also to allow showing only electronic remits.
m) Charge detail list altered to show detail paid amount on export report.
n) A/R activity report altered for new ATB option.
o) OASIS/HIS export changed to not allow inactivated records to have their
     CMS status changed.
p) OASIS Import (CMS Validation) changed to only test for M0063 match 
     if assess record has M0150_FFS = 1; now clears out filename when
     switching between OASIS Import and Validation; changed validation to
     look at assessment record for correction count.
q) OASIS status report changed available RFAs to only 1 and 9 for HIS;
r) Services Provided report altered for new 2017 diagnosis group ranges.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.8.42 - 01/15/18

a) Printed 1500 and UB04 altered to not include inactive bill records.
b) Patient entry altered to require first name.
c) Entity list altered to allow financial class order when entity type is
     insurance or insurance plan.
d) Printed 1500 altered to correct problem when guarantor sex is blank. 
e) NY Medicaid grouper fix to work correctly with latest assess load. 
f) Bill audit altered to correct A/R posting amount for PPS cross-over
     episodes. 
g) HIS assessments altered for correct 2018 version number.      
h) PPS costing report altered to correct RAP amount calculation for
     cross-over episodes. 
i) PPS revenue report export to XLS altered to include discharge date.      

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.8.41 - 12/18/17

a) Pre-billing audit altered to allow export to XLS.
b) Hospice LOC report altered for new Bill-To/LOC charge mismatch.
c) PPS revenue report altered to include days and daily-rate on XLS export.
d) PPS activity report altered to include disch/end-date on XLS export.
e) Bill audit altered to remove pps rural add-on as of 12/31/2017; also to
     not allow charges to be posted to PPS insurance if secondary and no RAP.
f) Entity load altered to allow entry of guarantor sex.
g) Printed 1500 altered to allow for guarantor sex.
h) Payment entry new tab added to allow entry of patient bill data which be
     attached to the current bill; also secondary payor types are supported.
i) Electronic claims altered to automatically import all patient bill data
     without the need to select these items for value/condition/occurrence
     and bill note; also COB loops altered for new secondary payor types.
j) Charge expanded search fixed error occurring under certain conditions.
k) Claim unit rounding for *HrsRounded altered to round before consolidation.
l) Patient list altered institute only option to show only patient days
     for an institute when the patient had at least one day within the range.
m) Oasis import/export/assessment entry altered for v2.21.
n) System file altered to allow entry of up to 25 bill status types; 
     note that Payment entry and A/R report altered to accept these.
o) A/R report export altered to export bill status.     
p) Hospice CAHPS export altered to fix missing primary diagnosis.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.8.40 - 11/01/17

a) Electronic claims for Hospice altered to allow late NOE submission with
     NOE date after claim period; revised COB options; new option for unit
     alias name as payor name.
b) Payment entry altered for new detail tab options which allow for hiding
     denial and transfer entry points; also to allow transfers by charge 
     date range.
c) Patient entry altered to allow medication descriptions to be changed; 
     new button on authorization tab to detach/attach visits from auths to
     fix visits previously attched to incorrect auths.
d) UB04 altered for new box 78 provider qualifier option.
e) Entity load/maintain altered for new unit alias name field; also 
     corrected employee work shift from not enabling save when changed.
f) Payment report altered to include unit code on export to XLS.
g) A/R report altered to include submit-date in XLS export.
h) Diagnosis queries altered for common database.
i) Admission report altered to allow for age totals by group break selected;
     also to export patient age and birth in XLS  export.
j) Charge detail list altered for new option to only show employees with
     visit time greater than a specified amount (for OT check).
k) Electronic payment application altered to allow entry of small balance
     adjustment type and amount so that as payments are applied, if the A/R
     balance is less than a specified amount, an additional payment will be
     created to zero out the A/R.
l) CAHPS export altered to fix lookback period inclusion criteria.
m) OASIS export altered Medicaid M0012 label to NPI.
n) OASIS validation import altered screen display when choosing OASIS Agency
     if 10 or more agencies exist; also ability to manually choose agency 
     when only one agency exists but does not mtach file bing imported.
o) Scheduling altered to ignore inactive unmade schedule reasons.
p) Import/Export altered to include payrate in charge import and to save file
     name for web browser users.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.8.38/39 - 10/25/17

a) Electronic claims altered to allow submission of Hospice NOE/NOTR; note 
     that CMS will not accept these until 1/1/18.
b) Charge entry altered to allow mileage update on billed visits. 
c) System maintenance altered for new Show-SocSecNo option which removes the
     SS# from patient search and replaces is with birth date; also new 
     Close Days option which will restrict bill-date and payment-dates to
     the company close period.
d) Patient maintenance altered to hide SS# if requested in system file.
e) Oasis import altered validation import to check state correction count
     instead of agency correction count also to fix error on import; added
     ability to select agency from all available and to process records
     that are locked awaiting export.
f) Bill audit altered to allow normal runs for patients with an active PPS 
     insurance not listed as the primary; also to restrict bill dates if 
     company enforced close date restrictions are in place.
g) Payment entry altered to restrict payment dates and bill dates if company
     enforced close date restrictions are in place.
h) Charge detail list altered to show grand totals on a seperate page if 
     page breaks are checked.
i) PPS revenue report export altered to include net revenue amount.  
j) Category entry altered to allow checkbox for active/inactive status;  
     note: if inactivated, categories will not show in dropdown lists.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.8.37 - 08/03/17

a) Hospice LOC report altered to overwrite SIA charge amount if charge has
     not been billed and amount is different; also pre-sequester SIA amount
     is now always written to charge; also to more closely compare LOC days
     against perdiem visits so exceptions can be identifed more easily.
b) Billing Pre-Audit report altered to show charge total for both per visit
     and extend by time charge types; also for new Oasis accept/reject
     checking.
c) Bill audit altered to not allow posting when selected patient records are
     removed or altered.
d) Patient maintain altered for Oasis accept/reject support; added hint to
     oasis visit grid to display failures if CMS rejected; oasis unlock added
     warning if attempting to increment state counter if visit rejected;
     also to allow for centralized diagnosis table.
e) Category maintain and list altered for new payrate other-info data field
     to be used to track visit point values and other data.
f) Statistical report altered for All/None checkbox within the care-type 
     option selection.
g) Patient list altered for excluded selected list items; also for grand
     totals of admits and LOC days by LOC and institution.
h) Oasis import added button to switch between import and CMS validation.
i) Patient med list added abitilty to change dose column header.
j) Medication interaction added ability to omit discussion/references.
k) Oasis export added option to not unpost CMS accepted visits.
l) Charge detail list altered to show productivity points if entered in 
     payrate category other-info data field.
m) Auto charge replacement altered to allow LOS days option to be altered. 
n) A/R export report altered to show grand totals when running detailed.
o) Electronic claims altered for new Ohio DODD custom claim output.
p) UB04 print altered to fix incorrect page count under certain conditions.
q) PPS revenue report altered to compute outlier cap for individual insurance
     selected if applicable.
r) Oasis status report altered for new CMS Accept/Rejection/Expired status
     and for added HIS capability.     

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.8.36 - 06/14/17

a) UB04 altered for HIPPS line 1 cent option and box 78 institute/NPI option;
     also to allow boxes 54/55 to display current payor amounts.
b) Billing Pre-Audit altered to allow selection of multiple insurances and 
     still select a financial class.
c) Admission report altered to speed up unduplicated calculations.
d) A/R statements altered for new option to hide guarantor info box.
e) Electronic payments altered to update bill detail paid amounts by addition
     instead of replacement to allow for multiple partial payments; also to
     identify PEP adjustments in the claim adjustments area. 
f) Patient maintenance altered to allow printing authorization report for 
     currently selected admit from authorize tab; also to automatically 
     correct authorization totals based on changes made to authorizations.
g) Bill audit altered to correct late episode timing checkbox which stopped
     working after 2017 Medicare updates.
h) Hospice LOC report altered for new prior bill unpaid option; removed 
     order doctor failure for inpatient LOC.
i) Patient list altered for Summary only option and detailed LOC totals.
j) Electronic claims altered for additional hospice discharge reason types;
     also to default to ICD10 and warn if ICD9s are not found on claims prior
     to 10/1/15 instead of warn for ICD10 not found on claims after 10/1/15.
k) Import/Export modified system log entry to include record count and
     added log entry for when 'unposted only' is checked.
l) Bill ledger list XLS export altered to allow summary records to export
     when patient and transaction detail is not requested.
m) Payment processing altered to copy authorization-id to transfered charges.     

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.8.35 - 05/10/17

a) Admission/discharge reporting altered to display average daily census
     counts within the monthly summary area when running the report in unit 
     or insurance sequence.
b) Hospice LOC report altered to show total late days billed amount in the 
     report summary area; allow XLS reporting for exceptions only and bills
     ready in addition to the all patient option; Medicaid payors using the
     Hospice billing method are now supported.
c) Electronic claims altered to fix continuous care claims when the patient
     resides or is transfered to an ILF.
d) PPS Margin report altered to show grand totals for avg-days, avg-Visits,
     avg-Episodes, avg-Cost, and vg-Margin; also added a new score type
     option of None to allow reporting without the hipps/hhrg totals.
e) PPS Activity report altered for new selection by Financial Class.   
f) PPS Revenue report altered to add another G/L posting method. 
g) CAHPS export altered to remove carets from export file.
h) Oasis export altered to show file name correctly when exporting.
i) Billing exceptions altered to allow selection of multiple financial
     classes and still select a unit.
j) Bill audit altered for accept multiple financial classes from billing
     exceptions report.
k) File search function altered to position selected record near top.     

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.8.34 - 04/14/17

a) Entity renewal report altered to sort by description and start date.
b) PPS Revenue report altered to allow export to XLS.
c) Electronic claims altered to allow override to initial claim hipps line
     to show 1 cent charge amount; also for *FL PPEC processing.
d) Hospice LOC report altered to not include PM visits in SIA; to compute SIA
     as units instead of hours; added new exception for orphaned charges;
     new report type to allow export to XLS.
e) Import/Export and assessment set files updated for HIS v2.0; 
     corrected NOE/NOTR export for facility and notice type fields.
f) Electronic payments altered to support new electronic payment linefeed
     format; also to show progress bar when importing files from clearing
     house; Claim status and Eligibility also altered for these changes.
g) Statistical analysis and A/R report exports altered to show admit-code,
     unit-code, invoice# and financial class.
h) Charge detail export altered to show admit-code, unit-code and pay-type.
i) Patient entry altered to edit for optional tab records out of date range
     compliance.
j) Charge master entry altered to require a bill rate if charge is billable.
k) Bill audit altered to convert hours to units prior to performing outlier
     calculation for PPS; also for *FL PPEC unit processing; also to alter
     gross amount by units calculated if special units types are selected.
l) Auto charge generation altered to allow charge replace of visits which 
     are under a specified visit time.
m) PPS activity report altered to export group name when sending to XLS.  
n) OASIS validation corrected allowing M1313x to be greater than M1311x1
     when M1306 = 1;corrected M2030 not being required when RFA = 4,5 or 9.
o) HIS validation removed requirement for A1000.
p) Patient medication list added monthly administration worksheet for
     clinical printout.
q) Bill ledger export altered to export both transaction and gl-post amounts.
r) CAHPS export fixed error collecting data for patients on large datasets.
s) HIS export resolved J0900 warnings.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.8.33 - 03/10/17

a) Oasis CAHPS export altered for caregiver relation unknown to Fazzi;
     added logic to only take assessment records for cert period within
     the selected date range.
b) Oasis Validation added edit to make sure M1311x2 is blank when M1306=1
     and M1311x1=0.
c) Autocharge generation for Hospice altered to not generate continuous days
     unless continuous checkbox is checked and time is 8 hours or more.
d) Statistical report for diagnosis sequence altered for new 2017 diagnosis
     groupings; also to correct employee sequence not displaying employee
     name when running for un-billed charges; also for XLS export to not
     export detail columns, like bill-date, when running summarized.
e) Electronic payments altered to show claim adjustment reasons at report
     end; also to avoid posting payments to inactivated bills when multiple
     inactivated bills are found for a single patient.
f) Hospice LOC report altered to correct Medicaid revcode selection; also to
     ensure last non-inpatient CBSA is chosen correctly when last location of
     care is an inpatient facility; note: bill audit and electronic claims
     also altered for this; Missig order doctor exception error added.
g) UB04 altered to fix page count when page completely full; also to allow
     hospice claim w/doctor visits to be previewed from electronic claims.
h) 485 printing altered to show NKDA/NKFA if alergies left blank.
i) Billing pre-audit altered to only show bill-to insurance failures if at  
     least one active insurance has authorization required; also for new
     final failure when first billable visit does not match RAP.
j) User security altered to log changes to unit authorization.
k) Statistical analysis report altered to not include un-verified visits when
     printing not-billed and all-charges options.
l) Electronic claims altered to not require DCN when running PPS Raps with
     DCN option enabled; also for new IN medicaid occurrence code regulation.
m) Patient list altered to display instiution day and charge totals for R&B
     when running in institution sequence.
n) Import/Export added ability to send NOE/NOTR from patient export option as
     CSV; added unit selection to GL export; fixed QBPayroll/Peachtree 
     download issue; added edit check for negative qty on Medication import.
o) Patient load altered to default order document type to 485 if left blank.
p) Bill rate adjustments altered to save items selected when program closes.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.8.32 - 02/01/17

a) Billing pre-audit report altered to display authorization bill-to and
     auth-required indicator for each payor; charge display will now indicate
     bill-to insurance if authorization is required; new PPS exception added
     to indicate when RAPS can't be billed when prior RAP not billed. 
b) Bill audit altered to force charge proration to authorization bill-to
     insurance if specified and insurance is set to authorization required.
c) Entity load updated InsRate clone to only take rates active on start-date.
d) Auto charge generation altered to not include MSW time in continuous LOC;
     also for new option to not create charge on date of discharge when
     creating institutional stays.   
e) Authorization report altered to use faster authorization matching for
     charges detached from correct authorization; also to display bill-to
     insurance if specified. 
f) UB04 altered to allow Hospice NOTR selection by discharge date.
g) OASIS Export fixed M2003 not equal to '^' when M2001 = NA (9); HIS export
     fixed A0050 not equal to 1 on edited records from clinical system.
h) Charge entry altered to require password to delete charge originating in
     clinical system; also to write event to system log.
i) Hospice LOC report altered for new DOD <> Discharge edit and to alter
     bills-ready option to not send patients to bill audit unless all LOCs
     are exception free.
j) PPS revenue report added optional GL summary posting totals section.     
k) Electronic claims altered to not include unsubmitted raps when claim-type
     is all and unsubmitted only is checked.     
l) Entity list altered to show billing requirements for insurances when
     running extended data option.
m) Patient list altered to allow exclude selected option.
n) A/R reporting altered to show bill status option on main page so that
     statement printing can use this selection type.
o) A/R activity log altered to show deleted payments/adjs in total line.
p) Payment report heading altered when running totals only report.
q) Oasis CAHPS export altered for new unit selection and for DSS hospice. 
     
* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.8.31 - 01/07/17

a) CAHPS export altered to add Russian/Chinese/Vietnamese language identifier
     to FAZZI export.
b) License renewal report added ability to run employees by unit.
c) OASIS/POC diagnosis report removed requirement for Oasis existence.
d) A/R activity report altered to avoid blank pages when running log report.
e) Import/Export added patient insurance contract number to patient export;
     added ability to prepend GL account unit Identifier via entity file.
f) Entity load altered to allow GL prefix to be entered for units.
g) Most reports altered to allow search multi-selection.
h) Hospice LOC report altered to allow a bills-ready option; button to
     bill audit for ready to bill patients; new edits for missing per-diem
     charges and un-paid prior month bill; fixed SIA to calculate within each
     period containing SIA amounts.
i) A/R report altered to allow for referral source ordering.
j) Custom invoice altered to allow for revenue/date consolidation.
k) Billing pre-audit altered to display Oasis export date.
l) Electronic claims altered to allow Void/Replacement claims option.
m) Autocharge generation altered to fix split charges when using the split
     past a specified hour option.
n) UB04 altered for Hospice NOE/NOTR processing.     

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.8.30 - 12/12/16

a) PPS rates altered to hold both quality and non-quality rates; also to hold
     new for 2017 modality unit rates needed for Outlier calculation. 
b) PPS rate list altered to display both quality/non-quality rates.     
c) System maintenance altered to allow PPS rate quality type to be chosen.
d) Bill audit altered to use new PPS rate table values and to calculate 
     outlier using visit time/units instead of visit counts for 2017; also 
     to support initial/final claims for NY Medicaid PPS.
e) Patient maintenance altered to display doctor specialty/NPI/Pecos date on
     the assignment tab.
f) Electronic claims altered to show error if discharge status 40, 41, 42 
     and patient death date missing; to correct Hospice day count when home
     patient transfers to ILF or from ILF to home during the month; 
     to correct Hospice non-Medicare unit count; to allow for late NOE to
     span more than one LOC break.
g) Billing pre-audit report altered to allow team and financial class
     selection; new option added for evaluating primary insurance only; 
     patient insurance descriptions/effective dates are now displayed for
     the first 3 active insurances within the admit; altered for new format
     initial/final claim charges.
h) Charge detail list altered to fix XLS exported authorization number.
i) Electronic payments altered to reject payments for inactivated A/R.
j) Entity list altered to show county and charge-code for institutions.
k) Hospice LOC report altered to correct day count Home patient transfering
     to ILF or transfering from ILF to home during the month; also to 
     show error for zero time charge.
l) Patient list altered for new Institute sequence/selection type; also for 
     revised look and feel.
m) Hospice CAHPS export added decedent count, unknown caregiver type to DSS.
n) POC Diag report now shows expired diags; new option for expired only.
o) Address labels altered to allow export to XLS. 

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.8.29 - 11/08/16

a) Autocharge generation altered split charges to allow choice of split time
     past a specified hour; also hospice continuous hours capped at 24.
b) Statistical analysis report altered to allow options for billed/not-billed
     and all-charges for report inclusion. 
c) Hospice LOC report altered to not include sequester amount in SIA charge
     record used for billing; Sequester is added at bill audit time; also
     new error messages added for missing facility NPI; zip codes not 9 long;
     charge amounts <= 0; invalid Q5009 codes; missing DOD and/or missing
     discharge status codes.
d) XLS export options altered to allow exporting from preview form and to 
     allow native XLS generation on reports with this option.
e) Electronic payment report altered to allow for NM1*74, updated patient
     information segment; also to fix error when importing from browser.
f) Payment report export altered to export invoice number.     

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.8.28 - 10/07/16

a) Billing pre-audit report altered to not show duplicate visits when 
     overlapping authorizations with no-auth-req are encountered.
b) Electronic claims altered to allow for Medicare hospice LOC billing of
     R&B charges with rev-code 0659; show error message for no units;
     allow NTE to append data options with entered constant value; 
     allow override of COB billed insurance as tertiary; not include 
     inactivated bill records; new option for REF*G1 to show auth-notes.
c) Custom invoices altered to optionally allow export of multiple pdfs based
     on the sequence type selected.
d) Charge detail list altered to allow grand totals report detail option. 
e) Denial reporting altered to allow for CSV export.
f) Hospice LOC report altered to optionally include sequester amounts; also
     for new exception if no charges found.
g) Payment entry altered to fix transfer process when insurance code is only
     one digit in length.
h) Statistical analysis report altered to include patient code and all
     optional fields on the export option.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.8.27 - 09/20/16

a) Payment entry altered to show charge code on detail tab grid; to show
     bill gross total at top of detail tab; to automatically add self-pay 
     insurance to patient insurance list if default self-pay insurance has 
     been setup in system file; new transfer button added to auto-transfer
     charge net balance; new transfer-all checkbox added to allow for
     auto-transfer of all net balances; all grids now auto column sizing.
b) System maintenance altered to allow entry of default self-pay insurance.
c) UB04 red form altered to smaller font for easier alignment.
d) Bill ledger report altered to include un-billed allowances in allowance
     totals.
e) Patient entry altered to not allow removal of patient insurance records
     that have active AR attached.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.8.26 - 09/6/16

a) A/R report altered to allow age by submit dates option.
b) Bill audit altered to correct A/R reactivation.
c) Charge entry altered for auto column sizing.
d) CAHPS hospice export altered for caregiver/decedent counts.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.8.25 - 08/23/16

a) Admission reporting altered to allow export to csv file.
b) Statistical reporting altered to allow roll up totals to be exported to 
     csv file.
c) OASIS load/export/NY MCAID Grouper v2.2 changes implemented.
d) Payment entry altered to allow A/R inactive status (X) as a substitute
     for A/R delete.  A/R report altered to allow for status X display.
e) Electronic claims altered for new 2400 NTE claim line item note option.
f) PPS Activity reporting altered to allow export by report type.
g) A/R report altered to export number of days to paid.
h) A/R statements altered to allow for top-left logo spacing.
i) Data level check altered to allow more granularity during updates.
j) Scheduling alpha search altered for browser access.
k) UB04 altered for box 70 patient dx option.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.8.24 - 07/20/16

a) Payment reporting altered to not show top sequence info when top sequence
     is not selected.
b) Hospice LOC report altered to include first 2 days of admission in SIA
     adjustment amount.
c) Import/export altered to allow G/L records to be exported by either 
     process or transaction date; also to not export zero transaction amts.
d) Bill audit altered to not apply LUPA addon if no billable visits found.     
e) A/R activity report altered to allow export to csv file.
f) Electronic claims altered for PPS claimkey plus authoriztion to satisfy
     Medicare prior authorization pilot program.
g) Autocharge generation altered to allow charge split for selected insurance
     and financial class.
h) Billing exceptions altered to show no-auth-req message in charge detail
     when authorization covering charge is not required; also to warn if 
     insurance class or type is not valid.
i) Payment entry altered to log same day changes/deletes to payments received
     electronically.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.8.23 - 07/01/16

a) A/R activity report altered for new formating and readability; also 
     activity log is now the default format.
b) Billing exception report and bill audit altered to not fail supply charges
     without authorization if supply auths are not allowed in system file.
c) Bill audit altered to correct Rap/Final total information display for the
     last patient on the report when using certain selection criteria. 
d) Charge detail list altered to allow overlap reporting on billable or 
     non-billable visits seperately.
e) Ability network interface altered for new Microsoft security requirements.     

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.8.22 - 06/17/16

a) Hospice LOC report updated to check diagnosis within POC; also to edit 
     primary diagnosis code if ICD10; to show MD hours and amounts; to show
     MD and SIA amounts in grand totals.  
b) Payment report altered to allow CSV export.
c) New Report Builder version allows Charge detail and A/R report to create
     native XLS files.
d) Agency overview report altered to show modality IDs on visit report area. 
e) Electronic claims altered to no longer consolidate same revcode/date 
     non-LOC visits; also to allow detailed LOC charges option.
f) Pre-billing audit altered to show if insurance requires authorization.
g) CAHPS export stripped leading 0 from ADL and - from phone (FAZZI only).
h) Bill audit altered to allow insurance totals without checkbox.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.8.21 - 05/18/16

a) UB04 altered to support override units [1/x] option.
b) Import/Export altered to allow unpost by units; to post/unpost only
     allowed units; added functionality for clinical clients to do standard
     charge export.
c) Electronic claims SVD (service line adjudiction) loop altered for 5010;
     also *1/4 hour units fixed quantity display.
d) Charge detail list altered to warn when running duplicate/overlap report
     with non-compatible options selected.
e) PPS Activity report export altered to include RAP/Final submit dates.
f) Custom invoices altered to fix hours format.
g) POC 485 print altered to expand diagnosis/surgical fields for ICD10.
h) Auto charge generation altered to allow preview charges to be generated.
i) Billing ledger report altered for new modality sequence and for export
     option.
j) Bill audit altered to not clear submit dates on re-billed A/R records
     if clear submit flag is not checked in payment entry; also to post 
     PPS non-initial/final charges to bill ledger.
     
* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.8.20 - 04/20/16

a) Electronic claims altered to fix HI*BH segment for cert-from+27; also 
     4010 version no longer supported.
b) Charge master search altered to allow visit types only selection.
c) Bill audit altered hospice bill method to require hospice insurance to
     be primary; also to post charge gross amount from charge master; also
     to correct OH medicaid rounding.
d) UB04 altered for box 81cc line b institute zip code; also to allow red
     form printing in box 66.
e) New custom invoice print added to billing menu; this will replace the
     existing patient pay bills.
f) Pre-billing audit altered to require windows closed during bill audit;
     also to show missing documents as a failure.
g) Auto charge generation altered to allow financial class selection.  
h) Admission reporting altered to fix sql error when running certain options.
     
* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.8.19 - 03/25/16

a) Agency overview report altered to optionally show visit breakdowns by
     modality; also added to report groups.
b) PPS activity report added to report groups.     
c) Pre-Billing audit altered to fail pps epsisodes where cert-start is prior
     to admit date; also to not include pps episodes where cert-start is 
     after discharge/actual-end date.
d) Payment report altered to show total payment/adjustment breakdown.
e) Hospice LOC report altered for exceptions only print option and to create
     Service Intensity charges if [HospiceSIA] charge code is found.
f) Entity maintenance altered for new insurance billing unit overrides of 
     [*1/2 Hrs] and [1/x Units].
g) Bill Audit and Electronic claims altered for new billing unit overrides.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.8.18 - 03/11/16

a) UB04 altered to allow unit Medicaid provider number in box 57; also to 
     allow direct to printer printing of red forms.
b) Payment entry altered to not allow pps charge unbill until final charge
     is unbilled; also to allow submit dates to optionally be cleared when
     charges are unbilled; also to show running payment balance.
c) Bill ledger report altered to allow date-types to control report sequence
     and to optionally show zero balance entries.
d) Hospice LOC report altered to display Q-Code patient counts; also to base
     late routine days on benefit start date.
e) Statistical diagnosis group report altered for Hospice reporting and to 
     correct diagnosis being added to catch-all bucket in some cases.
f) Admission report altered to add death counts to LOS reporting.
g) CAHPS reporting altered for additional ESRD ICD-10 diagnosis as released
     by CMS on 2/18/16; also for ICD version flag.
h) Oasis HIS export updated version to v1.02 for submissions after 3/31/16. 
i) Entity maintenance altered to allow insurance rates to be cloned to the 
     current insurance.
j) PPS activity report altered to display patient DOB and contract when 
     choosing days to take back report.
k) Electronic payment report altered to correct DCN number display on report.
l) Pre-Billing audit altered to allow charges with dates within an
     authorization with [No Auth Req] as the auth-no to be accepted.
l) Bill audit altered to calculate hospice late routine days based on benefit
     start date; also altered to accept charges authorized to [No Auth Req].

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.8.17 - 02/16/16

a) Billing Pre-Audit altered to not fail non-billable visits for missing
     authorization; also to not included held charges.
b) Payment entry detail tab altered to show charge start-time.
c) OASIS export fixed error when unit restriction is used.
d) Admission report altered for additional age categories.
e) Entity insurance rates altered to show revenue codes when revenue code
     end-date is left blank.
f) Charge entry and list altered to support held charges.     
g) Electronic claims altered to correctly summarize units when consolidating
     hours rounded unit options; also to inject hipps for each auth if forced
     hipps option is used with prior auths.
h) A/R report altered to allow submit date range selectivity. 
i) Bill audit altered to allow episode timing override when running PPS 
     final claims. Note: this is for evaluation of claims only.
j) Patient list added to report groups.     
k) Hospice LOC report altered to allow option for bill method warning.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.8.16 - 01/25/16

a) Electronic claims altered to allow up to 100 authorizations per admit.
b) PPS costing assistant altered to check cert-start for ICD10.
c) Patient entry altered for new Benefit and NOE dates.
d) Pre-audit and bill audit altered to not perform authorization checks
     on non-billable charges; pre-audit altered to show charges with no-cert
     if non-pps; also to display and sort by primary insurance when choosing
     a selected financial class.     . 
e) Bill audit altered for new 2016 PPS clinical/functional point ranges;
     also to not allow posting of charges after discharge.
f) 1500 bill altered to allow claim codes to be exported to box 10D; also
     other date in box 15 and ID qualifier in box 17a.
g) UB04 bill altered to allow box 57b to contain taxonomy code. 
h) Patient medications altered to fixed error when running interactions.
i) Bill ledger file update with pat_cert_ids to more easily track revenue.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.8.15 - 12/28/15

a) Hospice LOC report altered to display SIA (service intensity adjustment) 
     hours for routine care.
b) A/R Statements altered to allow charge detail due amounts to reflect 
     detail amounts paid.
c) Pre-billing audit and bill audit altered to not post charges required to
     have authorizations if no auth-number is found for the authorization.
d) OASIS Export added unit based restriction.
e) Real time eligibilty added functionality to allow eligibilty checks
     for all payors to Zirmed.
f) Entity load altered to fix insert/delete buttons not appearing when called
     from patient entry.
g) PPS Margin report altered to fix charge detail costs not appearing.
h) SC state report export altered for ICD10.
i) Statistical services provided report altered to allow mixed Icd9s and 10s
     when running in diagnosis order.
j) Charge code load/maint altered to sort rev-codes by date to make it easier
     to enter new codes.
k) Eligibility file create altered to allow unit selection.     

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.8.13/14 - 11/30/15

a) Charge code load/maint altered for new rev-code start/end date.  Also, for
     expanded grid layouts.
b) Charge code list altered to display start/end dates on rev-code display.     
c) Electronic claims altered to trim unit address fields to avoid trailing 
     spaces rejections; also for charge rev-code start/end dates; and for
     new 2310 E/F loop options. 
d) Entity load/maint altered to show first active chg-revcode on insurance
     rate tab based on insurance rate start/end dates; also to allow form
     to be sizeable by user.
e) Charge detail load authorization check altered for supply revcode date
     checking start/end dates; authorization report also altered for this.
f) Hospice LOC report altered for new routine care late rates and for new
     continuous care hourly rate calculations.
g) Bill audit altered to calculate hospice routine charges for 2016.
h) Electronic payments altered to allow posting duplicate DCN numbers within
     the same remit file.
i) PPS Margin report altered to use the cost adjustment % contained in the 
     unit table to compute projected costs by unit.
j) Oasis entry corrected inactivated assessments creating with bad data.
k) Charge detail list altered to allow margin report to use system settings
     to obtain modality costs for display.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.8.12 - 11/12/15

a) Entity load altered to allow entry of Cost Adjustment % by Unit which will
     be used to adjust modality cost factors when running Margin reports.
b) Billing Pre-Audit altered to not show non-pps charges outside selected 
     from/to date selection.
c) Electronic claims altered to check diagnosis expiration date when
     determining Icd9 or 10, to account for codes that are both 9 and 10; 
     also altered to allow PPS claims to show auth in Ref*9F; also to check
     statement date when determining constant value Icd9/10 codes.
d) Electronic payments altered to allow payments to be applied to the 
     individual charges that make up the bill; also altered to allow for more
     comprehensive reporting of payment adjustments;
e) Assessment load altered to correct 3 digit Icd10 to have decimal point. 
f) A/R report altered to export invoice number to XLS file output.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.8.11 - 10/21/15

a) UB04/1500 diagnosis version altered to default to diagnosis type unless
     bypass chosen.
b) Electronic claims altered ICD10 exception to not evaluate option set;
     also for new treatment auth option for non-pps claimkey; also to not 
     export X12 file if no valid claims found.
c) A/R report altered to allow specific exclusions in addition to the already
     available specific includes; also to display insurance phone if found.
d) Assessment load added message to avoid error when new sets are not loaded;
     also added additional date range check for OASIS v2.11; fixed invalid
     diagnosis message due to ICD10.
e) Grouper file import altered to copy DLLs if not found in program dir.
f) Statistical analysis altered to add adjustment amount option to export; 
     also to allow specific exclusions.
g) Charge detail list altered to allow specific exclusions.
h) Billing exceptions report (now called Billing Pre-Audit) altered to show
     non-pps charges that are outside of all cert-periods; also to allow call
     to Bill audit if bill-ready charges are found; also to fix blank hipps
     not showing as exception for pps.
i) Entity Load altered 'OASIS Agency' entry to collect NPI instead of
     Medicaid No with is obsolete; also for new *1/4 Hrs and *Hrs Rounded 
     bill unit options on the insurance tab.
j) Bill audit altered to allow new bill unit options to affect revenue; 
     also for Medicaid Hospice processing.
k) Import/export altered to add 2 custom output fields to the G/L export.
l) 485 order print altered to correct Ecode and surgical ICD10 formatting;
     also to allow expanded diagnosis descriptions on 485 addendum.
m) Hospice LOC report altered for Medicaid Hospice.     
          
* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.8.10 - 09/30/15

a) Import/export altered for new update text files routine which will import
     large files much faster; also to allow ICD10 surgicals to be imported.
b) CAHPS export altered to trim headers for Fazzi. 
c) Patient load/maintain altered for ICD10 surgical procedure support.
d) 1500 print altered to allow for transitional diagnosis codes.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.8.09 - 09/15/15

a) A/R reporting altered to allow sub selection by bill submit date.
b) Charge detail list altered to save authorization option.
c) Bill audit altered to allow non-billable charges thru if insurance 
     authorization is required; also to add patient birth to report.
d) Hospice LOC report altered to display employee name on charge list.
e) Electronic claims altered to show provider info if unit selected when 
     displaying in 1500 form; also to allow constant value for 2310AB 
     provider pay-to address.
f) Statistical analysis altered to correct bill date when exporting to XLS.
g) Category load altered to allow entry of county SSA code.
h) Import/export altered to use county SSA codes when importing Wage Index
     files; corrected payroll export not exporting non-visit records.
i) Payment entry altered to save column positions for both main tab grids. 
j) Bill audit corrected therapy ranges needed for upgrade/downgrade calc.
k) Report groups altered for NEW Agency group type.  Agency group reports 
     are accessible to all users but require the agency password to alter.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.8.08 - 08/25/15

a) Bill audit altered to calculate revenue based on insurance specified bill
     units for secondary insurance if primary pays zero; also to not do
     therapy up/down grade calculation unless actual visits indicate need.
b) Billing exceptions report altered for new failure if all charges are prior
     to discharge date; also for red failures and blue warnings; also to 
     check both sequence 1/2 doctors for pecos; also to not warn for no time
     if charge is non-billable.
c) UB04 print altered create date to display final date if requested; also 
     to allow bypass of box 66.
d) Payroll export altered to allow fedtaxID/unit-code to be exported.
e) Order printing 485 altered to expand box 26 area.
f) Electronic claims altered to not export occurance code 42 if discharge
     status is 50 or 51.
g) 1500 print altered to correct billing signature date not showing.     
h) Payment entry altered to not require note deletion before delete of A/R.
i) Autocharge generation altered to display employee name if terminated.
j) Statistical analysis report altered to allow export of total paid amount.
h) Patient entry altered to fix expired diagnosis to show in red.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.8.07 - 08/05/15

a) UB04 altered to reset last bill id each time printed to allow option set
     changes to be reflected without changing selected patient.
b) Billing exceptions altered to show charges not attached to a cert-period
     within the first cert-period found (non-pps only).
c) A/R report altered to include records with no status when selecting 
     bill status (N).
d) Payment report altered for new top sequence by unit. 
e) Payment entry altered to show notes button in red if notes are attached.
f) Hospice LOC report altered to show exceptions for consecutive respite days
     more than 5 and missing cert-periods; also to show patient address and 
     to give grand totals for QCode days.
g) Order load and print altered to display ICD10s if found; also diagnosis
     import altered to store transitional ICD10s.
h) 1500 print altered to fix box 26 and 32 options.
i) Patient entry altered to not allow mixed ICD9/ICD10s on diagnosis tab.
j) Statistical report altered to improve performance when not showing detail.
i) Old version of PPS revenue report removed from system.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.8.06 - 07/14/15

a) Payment entry altered to allow creation of AR record for discharged
     patient; also for new Hold charges button.
b) 1500 print altered to allow invoice # in box 26.     
c) Entity load altered to allow 2 new billing unit types: [Hours Rounded Up]
     and [OH Medicaid]. These types entered on the insurance tab will allow
     Bill Audit revenue calculation based on the units specified. 
d) Bill audit altered to calculate revenue based on insurance specified bill
     unit types.  Note: Ohio Medicaid customers will need to use this after
     July 1, 2015.
e) Electronic claims altered to export calculated units based on the 2 new 
     insurance bill unit types.     
f) HAS support portal altered to not give script errors when searching.
g) Order print altered to allow primary insurance provider # to show.
h) A/R report and statistical report altered to allow referral selection.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.8.05 - 06/29/15

a) OASIS entry added OASIS ICD10 (v2.12) and HIS 1.01 compliance.
b) OASIS export added OASIS ICD10 (v2.12) and HIS 1.01 compliance.
c) Bill audit altered to fix therapy up/dwn msg for S2 grouping.
d) UB04/1500 print altered to include 0 net charges if paid bills selected.
e) Electronic claims altered for new CLM*01 option to add a sequence number
     to the claim ID to handle multiple auths per claim; also to allow the
     claim to display as UB04 or 1500 (beta only).
f) UB04/1500 altered to show correct grand totals on summary screen. 
g) UB04/1500/electronic claims altered for PPS transitional Icd9/10 process.
h) 1500 print altered to include patient suite/apt in address line.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.8.04 - 05/29/15

a) A/R activity report altered for new top sequence and new financial class
     sequence.
b) Electronic payments altered for new PLB Other adjustments category.
c) Statistical analysis report altered to new custom export fields.
d) Charge detail list altered to check overlaps for overnight visits.
e) Patient list altered to only show address in group heading for referral.
f) UB04 altered for new box 3a option for CLM*01 format.
g) Patient entry altered to fix assignment on the fly add.
h) CAHPS export altered for ICD10 processing.
i) Billing exceptions report altered to allow non-PPS warnings for 485 not
     printed or signed; also added to report groups.
j) Institution entry/Hospice LOC report/Bill audit altered for new facility
     type of ILF:Independant Living facility which processes like Home using
     Q5001 as the QCode.
k) Electronic claims report altered to fail for missing death date if patient
     has discharge status 20.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.8.03 - 05/15/15

a) Electronic billing altered for new 2420E option for operating physician;
     also to display value/condition/occur codes on report.
b) OASIS entry added changes for ICD-10 v2.12.
c) Hospice CAHPS export altered to allow Fazzi type and to only include
     patients who died in the date selected admission.
d) Renewal report added filter to only run report for a given renewal type.     

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.8.02 - 05/05/15

a) PPS Episode overview report added to Stat-Report menu.
b) Import/export altered to not allow zero price override to be zero when
     importing medications.
c) HAS Support portal link added to main help dropdown or F2.
d) Payment grids altered to change selected row color for better resolution.
e) Electronic billing altered for ICD10 type codes.
f) HBS main menu altered to auto log off user if brower page closed.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.8.01 - 04/25/15

NOTE: Version updated to level 1.2.8  Data reformat will occur.

a) Authorization report altered to automatically fix authorizations which 
     are over frequency or maximum limits.
b) Electronic claims altered to export institution as secondary provider
     when not pps or hospice billing method; also for error if no insurance
     submitter ID found; also to export primary plus 24 other diagnosis; 
     also to correct Medicaid PPS claims not exporting.
c) OASIS/HIS Export corrected report data not aligning correctly w/headers.
d) Report group reports altered to save multiple selections when selection
     type is chosen.
e) Electronic payment report altered to expand CAS codes to 6 digits. 
f) UB04 guarantor address altered to show suite/apt after street address;
     also altered to show 18 diagnosis.
g) Billing exception report added failure for patients without county
     assigned when PPS, warning for non-PPS.
h) AR and Bill notes altered to allow a write only option.  Once set in the
     system settings this will allow notes to be written but not updated.
i) Charge detail list altered for contract employee selection.
j) Services provided report altered to store age categories.
k) Oasis entry and import corrected HIPPS calculation for CMS warning that
     submitted HIPPS does not match calculated HIPPS.
e) Bill audit altered to evaluate 2015 clinical/functional scores based on
     cert start date instead of final end date to match Medicare pricer.   
f) Auto Charge Generation altered to split visits which cross over midnight.
g) Billing exceptions altered RAP SOC visit outside insurance effective dates
     as failure from warning.
h) Payment detail tab altered to change selected row color.     

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.7.50 - 04/10/15

a) Bill audit altered to allow authorizations to be evaluated by bill audit
     from/to dates instead of cert-period; also to allow final bill if admit
     date = discharge date.
b) Billing exceptions report altered to allow page breaks and to show 
     unbilled supplies on pps billed finals.
c) Bill ledger report altered to display and sort by GL discount/allowance
     account if entered at the insurance level.
d) Report groups altered to allow Hospice LOC report; Import/export; Denial
     tracking; and Auto Charge Generation.   
e) Charge detail margin report altered to use blanket rate for prim-ins if 
     found.
f) CAHPS export altered HMO payor flags for Fazzi export. 
g) Electronic payment report altered to show PLB adjustments if no patients
     are included in file; also to change error message language.
h) OASIS/HIS export added entity code to Agency ID selection dropdown.
i) Billing exceptions changed failure to warning for non-PPS without PrimDX.
j) PPS Costing report altered to allow EEP calculation overide from early to
     to late or late to early. 
k) Admission reporting altered to show race totals and allow sex select.
l) Charge detail load altered to avoid hang up when pressing scroll bar.
m) UB02 print altered to allow new option for detailed Hospice LOCs required
     by some non-medicare payors.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.7.49 - 03/24/15

a) Patient entry altered to correct access to medication database.
b) Bill audit altered to post year end CMS regulatory adjustments as 
     "Rate Adjustments" instead of "Therapy Adjustments" so that the revenue
     report will show these ajustments correctly.
c) Import/export altered to check start time when importing non-visit charges
     if start time is available.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.7.48 - 03/17/15

a) OASIS Import corrected mismatch between patietn info and XML file name.
     also fixed admit date not found msg when importing where last cert ends
     less than 5 days after cert start.
b) OASIS Export corrected patient code not pulling to inactivation records
     for filename.
c) Payment entry altered for balance verification and for first/last visit
     display if cert-period not found.
d) Hospice CAHPS export added for SHP output type.
e) A/R activity report altered to optionally show deleted bills and payments.
f) Bill audit altered to check transitional '50' Cbsa codes to ensure that
     qualify for Rural add on amounts.
g) Hospice LOC report altered to highlight missing diagnosis and cert-period. 
h) Assessment load now checks for .NET Framework compatibility with Grouper.
i) Electronic billing for final claims altered to use discharge date as 
     statement to-date instead of death date if earlier; also to correct 
     rounding on charge gross amount rounded option; also to fix hospice
     reformat to not include 0657 doctor visits in LOC total quantity.
j) Billing exception report altered to order assessments by RFA/date.
k) Order renewals report altered to allow page breaks for doctor/employee.
l) HBS Client advisories added to startup.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.7.47 - 03/04/15

a) Assessment load altered to allow edit/validate assessments originating in
     clinical systems; also corrected FAC_ID not populating HIS records.
b) Patient load fixed error when unlocking HIS records; added master password
     to allow for clinical system OASIS/HIS updates.
c) Oasis control report altered HIS records with SOC completed from
     erroneously appearing on report.
d) Report groups altered to only write sys_registry entries to default db. 
e) Bill audit altered to evaluate new therapy limits based on final end date
     instead of cert start date.
f) Electronic claims altered to evaluate CBSA based on final end-date if 
     discharge date after end-date.
g) GL export altered to use Discount account number when exporting allowances
     if found, if blank then AR account will be used.
h) Auto charge generation altered for cancel button and primary insurance 
     only option.
i) UB04 print altered to allow box 66 bypass.
j) Batch eligibility altered to allow benefit types EQ*01 to be overridden.
k) Hospice LOC report altered for additional selectivity.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.7.46 - 02/18/15

a) Electronic and printed claims altered to allow merging of baseline option
     set to all sets.
b) Electronic billing altered to remove processing type options for Medicaid
     and commercial claims; processing type will be determined by the payor 
     type in the insurance master.  This change will allow for multiple payor
     types to be submitted within a single file; also altered COB loop CAS
     segment to correct adjustment amount when paid is zero; also to always 
     use cert-start date to evaluate Medicare RAP CBSA code.
c) Assessment entry altered logic for hipps to claim key comparision for
     1/1/2015 CMS changes; HIPPS calculation added logic to use internal 2015
     grouper calculation (non-java); also corrected invalid HIPPS value when
     M1615 skipped due to M1610 anwser; also corrected invalid claim key
     message during direct entry after 1/1/15.
d) Bill audit altered for revised therapy upgrade calculation based on new
     2015 CMS grouper version.
e) 1500 bill form altered to eliminate 2008 version.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.7.45 - 02/04/15

a) Payment entry altered to display admit/disch dates.
b) Import export altered to not allow qty imports greater than 9999.
c) Update from text altered to correct charge codes import for revenue codes.
d) Statements altered to say "Remit To:" instead of "Provider:".
e) Electronic and printed claims altered to update bill notes with printed
     and/or submit dates if claims are re-printed or re-submitted.
f) Entity load altered to allow easier insurance rate cloning.
g) OASIS export altered to use M0020 patient code for filename to avoid
     unsubmitted OASIS records due to duplicate filename.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.7.44 - 01/27/15

a) Assessment load changed unlock screen to accurately reflect new
     inactivation protocol; corrected memory leak; corrected treatment plan
     integration; added validation check for manifestation in Primary DX.
b) Oasis import altered to import XML with version information; also to avoid
     list index out of bounds error; corrected 2.10 records being marked with
     modality id for 2.11.
c) CAHPS export altered to default to non-hospice type.
d) Electronic billing altered to not allow zero units to be exported; also
     to check discharge date if actual end date is blank when evaluating 
     CBSA code to be exported.
e) Oasis export added logic to add M0090 data to XML file name ot avoid
     duplicate file exported.
f) Patient entry altered to allow insurance patient bill data to be tagged to
     a particular bill-date; billing process also altered to accomodate.
g) Payment entry altered to allow display and entry of payment DCN#; also to
     only use insurances attached to active admit on new A/R creation.
h) Payment report altered to display process date when this is selected.
i) CMS Grouper call altered to use java runtime DLLs.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.7.42/3 - 01/14/15

a) Patient load altered for Oasis inactivations.
b) Assessment load fixed manual HIPPS Entry not working; fixed Inactivation
     records not having correction count and subsequent records being
     rejected as duplicate; fixed checking to use ROC in 5 day window for
     new cert period.
c) OASIS Export changed default file type to *.zip; also removed 'test'
     creation as no longer supprted by CMS; fixed unlock only not working;
     also reactivated the test export option.
d) Import/export altered to correct charge import matching  by patient name
     and birth date.
e) PPS Medicaid Grouper altered to process Oasis C1.
f) Oasis CAHPS export altered to remove ^ from blank output records; also to
     process Hospice CAHPS.
g) Electronic claims altered to check all charges for prior authorizations
     if selected as required; also to use insurance Oasis type for SBR claim
     indicator if found.
h) Oasis import altered for version 2.11 Oasis.     

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.7.41 - 12/31/15

a) Oasis export altered for version 2.11 Oasis.
b) Import/export altered to import new Oasis assessment files automatically.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.7.40 - 12/29/14

a) Electronic payments altered to avoid error upon entry if not using a 
     clearing house.  Claim status also updated for this.
b) Auto charge generation altered for new charge split options and for new
     hospice continuous care time generation.     
c) Assessment load added functionality to document Oasis C1 records,
d) OASIS export added funtionality to export OASIS C1 XML records and
     funtionality to convert B1 (OASIS C) to OASIS C1 records.
e) PPS revenue report altered to include outlier amounts in exceptions area.     
     
* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.7.39 - 12/25/14

a) Hospice LOC report altered for new Hospice CAP totals; also to display 
     NOE date if entered into insurance bill data.
b) Assessment load altered for Oasis C1 changes.
c) Electronic payment report altered to display provider adjustment detail;
     also for multiple submitter id interface with Ability networks.
d) Electronic billing altered to allow claim loop revenue code without date
     consolidation option; also NOE occurrence span limited to statement 
     covered dates and NOE detail charges changed to non-covered; also to
     allow for multiple submitter ids when using Ability for submission.      
e) Web updates altered to allow import of new Oasis files.
f) UB04 altered for new box 54 and 55 prior paid and est amot due options.
g) Authorization report altered for discharged only option.
h) Face to face form altered to show printed doctor name.
i) Claim status altered for new Ability service interface allowing for
     multiple submitter ids.
j) Billing option set merge altered to not copy selected insurances.
k) Bill audit altered to not prorate non-billable charges.
l) PPS Revenue report altered for new revenue vs billing summary and to 
     allow individual unit selection.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.7.38 - 12/02/14

a) Report Groups altered to allow import/export.
b) New HH PPS Grouper added for 2015 Oasis C1 support.
c) Electronic claims altered for Hospice NOE untimely filing.  A new bill
     data type has been added to patient entry to store the NOE date and 
     optional KX modifier and notes to be exported to the bill; also for 
     subscriber dependant (PAT) loop and (CRC) professional homebound
     indicator segment; also new itemized option for hours rounded up to 
     nearest whole hour added.
d) Payment entry denial reason search altered to order by denial code. 
e) 1500 and Patient pay bills altered to show claim summary and give option
     to mark claims as printed or not when claims are printed.
f) Patient statements altered for new gross charge option.     

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.7.37 - 11/17/14

a) Electronic claims altered to fix report sequence not printing in the order
     selected; also altered for new Institution edit for 9 digit zip; also
     altered to use Hospice CBSAs if using Hospice bill method; also for 
     first/last visit statement dates when using rev-code claim loop option. 
b) New PPS revenue report added; note old version is still available.
c) Payment entry altered to avoid error when trying to add a bill note but no 
     bills are selected.
d) Bill options export altered to remove CRLF before export to avoid error
     on import.
e) Entity load altered to fix 9 digit zip edit mask; also to correct refresh
     issue when saving insurance bill method.
f) All reports which allow exporting to XLS altered to correct skipping the
     last record on first page.  
g) 485 entry altered to write to system log if diagnosis are update after
     RAP billed or printed and sent to doctor.
h) UB04 altered to show claim summary and give option to mark claims as 
     printed or not when claims are printed.
i) Bill audit altered to show total claims when choosing insurance totals;
     also altered for new PPS functional and clinical thresholds. 
j) Charge entry altered to not allow add/delete when viewing billed charges.
k) 1500 print altered for new box 14 qualifier.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.7.36 - 10/15/14

a) Entity load altered to correct insurance unit types to match those listed
     in the billing option sets; also state code altered to lookup list; also
     corrected Medicaid number label not resetting when changing from OASIS
     Agency type.
b) OASIS CAHPS export altered Fazzi type for 2014 specs; also added unit name
     to Deyta export type; also to fix lookback counts when running the
     report twice without closing. 
c) PPS Activity report altered to not include patients without admit date.     
d) Patient load/maintain altered to not allow POC diagnosis update if RAP
     has been billed.
e) Electronic claims altered to save selected patient if insurances are also
     selected within the option set; also bill notes now displayed on report.
f) Hospice LOC report; PPS rate List and Bill Audit altered for revised 
     inpatient and respite hospice labor rates;
g) OASIS control report modified to report on HIS Data to be determined via
     Bill-Method in the insurance bill method = 'Hospice'..
h) Authorization report fix altered to not attempt to fix non-billables.
i) Billing exceptions altered to only show charges between from/to dates 
     selected when running non-PPS report; also to show warning if death
     date is missing and discharge status is 20, 40-42; also to not warn
     for bad authorization if charge is non-billable.
j) Assessment load corrected HIPPS Version being written to record when
     HIPPS value is blank.
k) Report groups enabled but Sys_Registry needs to be imported for access.     
l) Bill audit altered to not evaluate non-billable charges for missing auth.
m) Charge detail list altered to fix end date selection when running by 
     creation date.  Note: fix only works for SQL2008 and above.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.7.35 - 09/29/14

a) Assessment load altered HIPPS Version to V3514 for assessments on or
     after 10/01/2014; also to not update M0090 when effective Date is
     updated on edit.
b) Payment entry altered to position cursor to next record after unbilling
     a single charge instead of positioning at the beginning.
c) Import/export altered for new hospice wage index import.
d) UB04 print altered to allow demand bills (condition 20) to show qcodes.
e) Electronic and paper billing altered to ensure that secondary physician
     active dates encompass the last visit in order to be selected; also to
     allow for Qcodes when supply rev codes include Hcpcs.
f) Electronic claims altered for new Exceptions-Only option and Inactive 
     option set option; also to allow for easier insurance storing/clearing;
     also altered for new bill information displayed on the report.
g) Charge entry altered to allow quantity up to 9999 for supplies. 
h) Hospice LOC report altered for primary diagnosis exception.
i) A/R statements altered to allow at least 2 printed memo lines.
j) Eligibility for Medicare altered to only go back 12 months.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.7.34 - 09/11/14

a) Oasis CAHPS export altered to optionally pull NPI/Prov#/Name from Unit if
     all units are selected; also to exclude Hospice HIS records.
b) A/R activity report altered to show deleted payments/adjustments as a 
     seperate total so the report will balance to the payment report.  
     Note: payments can only be deleted by entering high level password and 
     then each transaction is written to the system log.  This is not  
     recommended. Payments should be backed out with a reversal entry.
c) Electronic billing altered to not export claim if forced hipps is the only
     charge found also to allow Q-codes for demand bills.
d) Import/export altered to edit for blank NDC code when importing 0250 meds;
     also to not strip comma from full-name fields for now.
e) Statistical analysis altered to allow for XLS export.
f) Entity (insurance) entry altered to allow billing unit overrides to be 
     entered for the first 20 modalities; also billing edits added to report
     billing exception and bill audit failures based on missing POC,
     authorization and HIPPS.
g) Bill exceptions and bill audit report altered to use insurance billing
     edits; also missing certifying doctor pecos added as warning.
h) Patient entry altered to edti for blanked out birth date.
i) A/R Statements altered to show charge/payment amounts paid by others when
     running patient statements; also to optionally update printed date,
     show Invoice instead of Statement and to not show visit time.
j) Hospice LOC report altered to optionally display diagnosis, cert-dates
     and date of death; also discharged patients only selection.
k) Charge detail list altered to allow create date display with sql 2005. 
l) PPS activity report for finals not done altered to show expected payment;
     also to improve SQL performance.
m) User security altered to fix active flag not saving on some users.     
n) Printed 1500 altered to show box 29 (paid) if box 30 (total) is bypassed.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.7.33 - 08/14/14

a) Category maintenance altered to allow for hospice CBSA codes/rates to be 
     optionally added to county records.
b) Category list altered to display CBSA codes/rates for selected CBSA type.     
c) Entity maintenance for insurances altered to allow bill-method to be  
     entered for non-pps types.
d) Hospice LOC report expanded to include patient detail; bill rates and 
     error messages to assist with the billing process.
e) PPS rate table altered to include hospice standard rates to be used when
     bill-method hospice is selected; PPS rate list altered also for this.
f) Bill audit report altered to process new hospice bill method and to
     display POC diagnois unless POC not found, then admit diagnosis.
g) Electronic billing altered to process hospice Q-codes if hospice bill
     method is selected for the insurance; also for new 0023 Hipps line
     options to force qty 0.
h) Charge detail list altered to fix margin report billed amount when first
     insurance has no proration and secondary is zero covered.
i) Statements altered to correct vist-time field formatting. 
j) OASIS import fixed invalid date when importing non death DC visits.
k) Import/Export added option to payroll export for MAS-90.
l) 1500 print altered to display diagnosis 5-12 for 2012 form type.
m) Pateint entry altered to not default birth date to today and to allow for
     a state code list dropdown.
n) UB04 altered to not print box 78 doctor if the same as box 76 doctor.     

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.7.32 - 07/22/14

a) New Hospice LOC report added to Charge dropdown.
b) Revenue code list altered to fix SQL error.
c) Billing option for non-pps HIPPS altered to only export first HIPPS.
d) Charge detail list altered to fix chg-net-override gross amount display.
e) A/R activity report altered to correct begin/end balances when A/R records
     are deleted from the system.
f) Oasis export fixed records not exported due to blank M0150 from appearing
     in the exported list; also corrected HIS 3rd party skip pattern data;
     added ThinRDP support for exporting.
g) Bill audit altered to highlight discharged only option; to check for RAP
     bill date used if NYCaid and optimized for faster execution.
h) Oasis assessment report altered to avoid timeout message.
i) Billing exceptions altered for new initial bill failure if first assess
     is valididated but RFA is not 1, 3, 4.
j) Electronic claim status using Ability or Zirmed altered to fix some 277s
     showing as accepted when they were actually rejected.
k) A/R report altered to allow unit sequence without secondary sequence.     

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.7.31 - 07/01/14

a) 1500 and Patient Pay bill printing altered to allow selection of
     printed/unprinted bills.
b) A/R statements altered for new charge detail totals only option.
c) Electronic billing altered to edit for no revenue code on non-pps types;
     added new Zirmed clearing house support; added new non-pps hipps option.
d) A/R reporting altered to allow multiple financial classes to be selected;
     also to correct patient totals not clearing with certain report types.
e) Electronic payment application and claims status altered for Zirmed
     clearing house support.
f) Patient load/maintain altered for new Hospice Information Set processing.
g) Oasis/HIS export altered for Hospice Info set export.
h) Entity load altered to allow entry of Zirmed payer ID if using this 
     clearing house for billing.
i) UB04 print altered to allow forced HIPPS for non-pps claims. 
j) 485 print altered to not show nurse signature on file message.
k) Assessment reporting options altered to handle new Hospice Info Set.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.7.30 - 06/06/14

a) A/R reporting altered to allow preferences to be saved; new top sequence
     unit added; export altered to add additional wide report aging.
b) UB04 and electronic billing for PPS altered to use last-visit/death date
     if less than end-date and patient is discharged.
c) Entity List altered to show NPI number for institutions
d) Category List altered to show charge description for Level of Care.
e) Charge detail list altered margin report to evaluate 2nd insurance for 
     bill rate if primary insurance does not cover charge.
f) Import/Export altered to round qty up to nearest whole number for hospice
     medication imports.
g) Medicare eligiblity altered to display message if contract number returned
     by Medicare does not match the number entered; also text area increased.
h) PPS margin report altered to display avg-EEP and avg-Actual reimbursement
     in the grand totals area.
i) Entity load altered to correct focus error upon save. 
j) Electronic billing for Hospice altered to allow multiple medications fills
     on the same day to be seperately displpayed on the bill.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.7.29 - 05/01/14

a) Bill audit altered to correct erroneous duplicate RAP warning message.
b) UB04 print altered for revised box 42-48 first line option for hospice 
     room and board institution.
c) Import/Export altered to default to UN as unit of measure for hospice 
     medication imports; also to allow payroll exports with zero time to be
     exported even if patient is present.
d) 1500 print altered to correct sex check box and for new ZZ option for box
     24/I when using constant.
e) Charge entry altered to not check authorization limits if non-billable.     

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.7.28 - 04/17/14

a) Charge load altered to allow update of payrate fields on billed charges.
b) Bill audit altered to correct insurance totals when printing multiple
     times.
c) Electronic billing for Hospice altered to not require an NPI for ALF. 
d) Realtime eligibility altered to alert for Medicare HMO status.
e) Authorization report altered for new period totals option.
f) Import/export altered to fix charge import of employee code.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.7.27 - 04/09/14

a) Bill audit altered to allow paging backwards.
b) Charge detail list altered to only show foreign code when non-visits only
     is selected to allow pay-rate type to display when visits are shown;
     also to display pay-rate summary when report is run by employee-date.
c) Billing exception report added option, in 'More Options' to only include
     cert periods that are held.
d) OASIS export altered to allow export if agency code is DONOTSEND.
e) Charge entry altered to warn if no patient or employee selected and the
     number of records in the file exceeds 500K.
f) 1500 form printing altered for new ICD9/ICD10 option in box 21.
g) Patient list altered to avoid error when running in unit sequence.
h) Electronic billing altered to format institution zip code if needed; also
     to fix multiple occurance code/date segments.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.7.26 - 04/01/14

a) PPS Activity report altered for new open and closed cert visit reporting.
b) OASIS Export fixed "Invalid Column Asssessment_ID" when selecting specific
     patients for export; added check for M0150 being valid before exporting;
     changed unpost report to order by assessment id to match CMS reports.
c) OASIS Import fixed AV when importing inactivations from HAVEN.     
d) PPS Exceptions report altered final failure episode over xx days and not 
     discharged to warning; also new failure added if under 60 days and not
     discharged and to-date is after today. 
e) Electronic billing altered to not export occurence date: cert start + 27
     unless date is within statement covered period.
f) A/R reporting altered to show invoice number on statement.
g) Charge detail list altered to fix payrate subset selections; also to use
     charge net on margin/gross-net report if ins-rate not found.
h) Patient list altered for new referral source sequence option.     

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.7.25 - 03/24/14

a) OASIS export altered to ensure report matches export file.
b) Services Provided reporting altered for new patients/visits by diagnosis
     subreport; also for new age reporting option for patients/cases.
c) Electronic billing altered for Hospice 4/14 changes regarding last 
     institution w/npi and medication charges.
d) Bill audit posting altered to correctly post LUPA finals when 2 modalities
     sharge the first visit date.
e) Patient list altered to blank out institution end-date if 12/31/2099.
f) Real-time eligiblilty altered to allow blank first-name or birth-date when
     doing a referral patient check.
g) Import/export charge import altered for first/last/birth check; zero fill
     of NDC; default UM to EA; Qty integer edit; more skip fields; zero fill
     of chg-code if 250 or 636;
h) Schedule calendar altered for patient code only option. 
i) Charge detail list altered for new Billables Only subset selection; 
     Visit/non-visit selection will consider the Modality Is-Visit value;
     When non-visits are selected and the foreign-code value is not blank we
     will display this value and the price-override value instead of the 
     employee name and pay-rate override value.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.7.24 - 03/10/14

a) Patient entry altered to edit optional tab for start date before end date.
b) Electronic billing altered to allow held-cert option for RAPs; also to 
     correct 2310.26 agency name option.
c) Bill audit altered to correct 2014 LUPA addon amount which was calculating
     too high based on the latest Medicare rule.
d) Realtime eligibility altered to read most current admit for contract#. 
e) Videos altered to save locally for viewing convenience.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.7.23 - 02/27/14

a) PPS revenue report altered to use cert start/end dates for evaluation when
     getting initial and final case mix weights.
b) Import/Export altered for new Up/Down button on properties tab to ease
     field choice; also for new charge import options to facilitate hospice
     medication import based on 4/1/14 regulation.
c) Charge entry altered for new Foreign_Code field. This will be used to 
     store additional data as needed for special billing requirements 
     including the hospice medication data.
d) Payment entry altered to give more detailed messages when editting or
     deleting payments.
e) Charge code entry altered to allow zero gross/net rates if Net Override
     is selected.
f) Bill audit altered to correct totals not appearing on first line of second
     page when last line of modality; also to evaluate charge Net Override
     and use charge price override as both gross and net if charge gross rate
     is zero.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.7.22 - 02/26/14

a) Charge detail list altered to correct page break option.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.7.21 - 02/17/14

a) Authorization report altered to speed up report when running exceptions
     only; also to correct auth display with very large visit counts.
b) Entity load altered to correct insurance rate clone.
c) Realtime eligibility altered to fix startup issue.
d) 1500 print altered to not show other insurance group id if 11d is no.
e) UB04 print altered to allow unit provider# to print in box 57; also
     new box 66 diagnosis type option added.
f) Billing exceptions altered to show missing order as warning if non-pps.
g) Payment deletion of payments older than one day now allowed with password.
h) Charge detail list added top level sequence options and gross/net data
     type option.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.7.20 - 02/10/14 

a) Renewal reporting altered to include employees without unit ids assigned.
b) SC state report altered for race and primary payer.
c) A/R report for export altered to fix missing aging categories.
d) UB04 and 1500 forms altered for new unit info print options; UB02 also 
     for referring/order doctor options.
e) Payroll export altered for Un-Post and Include Contract Employee options.
f) PPS activity report altered to not include raps not done if PPS insurance
     expires before cert-start date.
g) Payment report altered to fix paid date second sequence.
h) Realtime eligiblity altered for All-Payer capability.
i) Category load altered to fix discharge reason removal.
j) Auto charge generation altered to correct saving charges to be generated.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.7.19 - 01/30/14 

a) Electronic billing altered for new PPS NM1*71/77 order/referring doctor
     regulations; also new option for secondary provider id qualifier and 
     NM1*41/85 provider info options from unit table.
b) UB04 print altered to allow unit NPI to print in box 56.
c) All payer eligibility added to real time medicare eligibility program;
     also altered to break out hospice and homecare episodes.
d) Bill audit altered to fix error when user override is entered.
e) Eligibility altered to break out homecare and hospice episodes separately.
f) 1500 print altered to show other insurance group id.
g) Payment reporting altered for new second sequence option.
h) Billing exceptions altered to show Pecos as a warning on non-PPS report.
i) PPS activity report altered to show finals not billed when over 60 days
     and not discharged within date range selected.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.7.18 - 01/14/14 

a) Electronic billing altered to not export Q5009 locations for PPS finals.
b) Payroll export altered to warn if pay period date has already been posted.
c) Charge authorization fix altered to correct charges whose authoriztion 
     has been deleted.
d) A/R reporting altered to allow a Wide style report with more aging
     categories, in landscape format. 
e) Billing exceptions altered to show All Docs Recvd as failure if Only All
     Docs Recvd is checked.
f) Data purge altered to simplify interface and only remove patients if 
     they have had no activity for the period selected.
g) Bill audit altered to not fail NY PPS doctors for PECOS.
h) Entity and Category maintenance altered for revised type interface.
i) Realtime eligibility altered to expand report length and show all other
     payer types including MSP.
j) PPS Activity report altered to add new actual end date column and to fix
     insurance selectivity.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.7.17 - 12/29/13 

a) Patient pay bills altered to allow optionally printing zero net charges.
b) Billing exceptions report altered to not allow final claim when RAP hipps
     does not match Final hipps; added new Only All Docs Received option;
     also to exclude NVIS charges.
c) Charge load/maintain altered to only give clinical originating warning
     message once; also to allow NVIS charges to be attached to a patient. 
d) Charge detail report altered for new payrate subset selections; also to
     correctly filter NVIS charges. 
e) Doctor pecos check altered to allow updating from 2 files without exit.
f) Electronic billing altered for a new exception when COB payor ID missing;
     also for new 2010.12 fedtaxid based on unit.
g) Schedule calendar altered to allow unit selectivity.
h) Bill audit altered to not allow final claim when RAP hipps does not match
     Final hipps and to exclude NVIS charges.
i) Import export altered for Quickbooks payroll export and to fix ADP payroll
     export sort sequence.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.7.16 - 12/10/13 

a) Realtime eligibility altered for very large databases; allow eligibility
     checks without patient birthdate; now show the patient DOB and address
     on the report; now show MSP insurances and full insurance addresses.
b) PPS rates, weights and wage indexes altered based on 2014 final rule.
c) PPS rates listing altered for new LUPA rates.
d) Entity maintenance altered to allow doctor pecos check date to be
     modified; also to allow for multiple Medicare pecos files to be used
     for evaluation and pecos update.
e) PPS q-codes billing altered to ignore non-covered charges.
f) Bill audit altered to use new Medicare LUPA rates.
g) Eligibility 270 file create altered to allow new insurance group option
     for patient NM1*IL.
h) Billing exceptions altered to list Pecos as failure for Medicare PPS.
i) Patient medication list altered to avoid bad data error message.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.7.15 - 11/22/13 

a) Unit search altered to recognize authorized units.
b) Bill audit altered to allow multiple users assigned to different units to
     run and post simultaneously; also altered to not print rap/final audits
     if no 485 found or order doctor not pecos approved.
c) 1500 print altered to allow 2 digit birth day printing; also to allow
     charge line A data to appear when printing to pdf format.
d) Renewal reporting altered to restrict employee units based on security.
e) Patient list altered to only show active employees if selected.
f) PPS claims altered to use start date when evaluating for CBSA codes.
g) A/R activity report altered to allow new Activity Log style report which
     allows for transaction type selection.
h) Admission analysis report altered for new program sequence.
i) Scheduling report altered for new verified only option.
j) Charge detail report altered to show visits older than specified date.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.7.13/14 - 11/08/13 

a) Realtime 277/835/999 reports import altered to avoid error message when
     receiving bad data from CMS.
b) Import export altered to allow employee unit selection on payroll export.
c) User registry entries backup/restore functionality added.
d) Billing exception report altered for new zero quantity visit warning.
e) 1500 print altered for better alignment of box 24G.
f) Entity load/print altered for new UNIT NPI/Medicare/Medicaid numbers. 
g) Oasis Cahps report altered to export Unit NPI if unit is selected.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.7.12 - 11/03/13 

a) Charge detail list altered to show overlapping visits for either patients
     or employees depending on the report sequence chosen.
b) Authorization report to XLS altered to expand from/to date fields.
c) Printed 1500 altered for new box 10 option.
d) Employee search and employee reporting altered to recognize authorized
     units.
e) Category load updated to now include 'Schedule Match' type.
f) Patient load added 'Schedule Match' to Option tab; also to log referral 
     deletions.
g) Scheduling added 'Match Criteria' tab to Employee Time screen to allow
     for assigning languages, matching criteria and patients not to be
     assigned to employees; added 'Match' button in patient mode to generate
     a pick list of employees that match the patient needs;
     Added error message from calendar if a visit is initiated with a patient
     on the given employees 'Do Not Assign' list; added warning message from
     visit editor if a visit is attempted to be saved with a patient on the
     given employees 'Do Not Assign' list; added unit Filtering.
h) Agency overview report added to main menu.
i) XLS report type output temporarily added back to export options.
j) Patient pay bill altered to allow net or gross amount to be displayed in
     the price column.
k) Bill audit altered to only take Medicare sequester reduction on final.     

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.7.11 - 10/09/13 

a) Claim status altered to allow 2 submitter/receiver ids to be used for 
     realtime claim submission and report retrieval.
b) Electronic billing altered to automatically select the correct submit 
     service id based on the option set submitter id.
c) Charge detail listing altered for new overlapping visits only option.
d) UB04 altered for new box 51 option for unit provider id.
e) Realtime eligibility altered to allow inactive/active only options.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.7.10 - 10/01/13 

a) Electronic billing altered to determine certification start/end dates for
     MSP bills using cert-period which encompasses last-visit date; 
     discharge reason override altered for oasis with a death reason;
     Qcode injection altered for supply 0270 revenue codes; New optional 
     custom patient pay electronic output script supported.
b) Charge detail list altered to show billed, double-verified, non-scheduled
     visits with a 'b' instead of 'v'.
c) Realtime eligibility altered to print patient current admit date.  
d) Printed 1500 bill forms altered for new color selection and new version
     options.  New 2012 1500 form supports ICD10 diagnosis.
e) Ability electronic claims processing altered to increase timeout to allow
     for outages and slowdowns.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.7.09 - 09/19/13 

a) Patient pay bill altered to show comments in bold.
b) Payments/transfers altered to auto-fix out of balance transfer A/R; also 
     to give additional warning if transfer bill date is in the future.
c) Assessment load altered to use M0906 (date of DC/Death/TX) when processing
     RFA8(Death) assessments; logic for pulling Medicare/Caid contract
     number to M0063/65 and prefilling M0150 date sensitive altered.
d) OASIS import altered to write certification actual end as last visit
     (M0903) for RFA 7 & 9; will use M0906 (Death/DC/TX date) for RFA8.
e) Bill ledger report altered for new bill-date sequence.
f) Category list altered to fix pay rate list to not show unattached rates.
g) Electronic custom export altered to allow claims without prim-diagnosis.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.7.08 - 09/09/13 

a) Diagnosis search and list altered for ICD10; also diagnosis load/maintain
     altered to be read only.
b) Electronic and paper bills altered to support ICD10.
c) Patient entry and 485 processing altered for ICD10 support.
d) Billing options changes now registered in system log. 
e) PPS activity report altered for new Combined report option which includes 
     several elements from the existing options plus A/R amount billed and
     amount due; Also, report altered for export to csv/xls.
f) Electronic claim audit altered for duplicate diagnosis error message.
g) User security altered to fix missing add/delete buttons.
h) Patient pay bill altered to allow insurance/guarantor box bypass.
i) PPS margin report altered to allow export option to csv/xls.
j) Authorization report altered for new export formatting to csv/xls.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.7.07 - 08/26/13 

a) Plan of treatment altered to merge medications based on order dates
     instead of certifcation dates.
b) User security altered to store authorized units.
c) Patient search and all patient reporting altered to recognize authorized
     units.
d) Electronic billing altered to default to charge date sequence for PPS
     claims using billing dates recursive to 1/1/13.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.7.06 - 08/20/13 

a) System file maintenance altered to allow entry of bill status types on 
     the data tab.  These will be used for the following 2 updates.  
b) Payment entry altered to allow new bill status types to be selected on 
     the detail tab; also save/cancel required before leaving detail tab. 
c) A/R reporting altered to allow selection of new bill status types above.
d) Therapy utilization report altered to order charges by both date and time.
e) Bill audit altered to allow subsequent rap process if prior rap is held.
f) Charge detail report altered to allow new export version to assist with
     exporting to XLS format. 
g) Charge entry altered to allow pay-rate update to billed visits.
h) Electronic billing altered for new maximum service lines option; also for
     option to allow patient unit info for billing provider name/address; 
     also to change report heading to say units instead of qty.
i) Realtime eligibility altered to allow checking all active patients.
j) Entity load/list altered to capture NPI# for vendor types.
k) User list altered to optionally show users who are not logged in.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.7.05 - 08/06/13 

a) Patient pay bills altered for new authorization option to allow printing
     of first auth that matches a charge on the bill.
b) Billing exceptions altered to allow selection by financial class. 
c) UB04 altered to print Q-codes in the same order as the electronic files.
d) Electronic billing COB for professional format altered SBR/OI segments
     for 5010; SHP export altered to be embedded; Q-code processing altered
     to default to Q5001 if institution specialty is blank.
e) Statistical analysis report altered to correct age counts when running by
     diagnosis group.
f) Realtime eligibility altered for expanded benefit information area.     

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.7.04 - 07/22/13 

a) Electronic billing for Hospice altered to allow for detailed continuous 
     summary lines; also new AdjReason type processing added for COB loops;
     also edit added for missing rev-code. 
b) Realtime eligibility altered to check for valid contract and birth date.
c) Oasis assessment altered M0100 to not enable clear button.
d) Oasis status report altered to display Oasis agency id.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.7.03 - 07/09/13 

a) Patient authorization detail entry altered to edit for maximum frequency
     value of 9999.99; also altered to allow detaching charges if delete
     is requested.
b) Charge detail report altered to allow new export version to assist with
     exporting to XLS format. (beta only)
c) Payroll export altered to show posting option in red; also to export 
     start and end times as HH:MM format.
d) Electronic billing altered to change Medicare Q-Code line to follow first
     revenue code other than 0023; also to allow provider ID by patient
     unit option. 
e) Realtime eligiblity altered to allow eligibility checks for patients not
     yet entered into the system. (pre-admit patients)
f) Bill audit altered for new condensed and verified visit only option2.
     Note that visits are normally assumed to be verified.  This option 
     allows for a double verification by requiring the verified checkbox
     in charge entry to be checked before considering the charge as available
     for billing. The condensed option allows for an abbreviated report.
g) PPS Margin report altered for new Primary diagnosis order selection. 
h) Charge entry altered to display authorization information when exceed
     messages are displayed.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.7.02 - 06/27/13 

a) Fixed report error caused by 1.2.7.1 release.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.7.01 - 06/25/13 

NOTE: Version updated to level 1.2.7  Data reformat will occur.

a) Category load altered to not allow deletion of revenue code if attached
     to a charge code.
b) Eligibility 271 verification altered to avoid error when payor does not
     send a valid NPI number.
c) Patient entry altered to fix admit deletion when A/R is present.
d) Renewal report altered to display email addresses.
e) UB04 altered to allow insurance contract in box 8a.
f) Patient pay bills altered to allow for modality type and employee to be
     displayed.
g) Data level updated for file changes required for 7/1/13 Medicare update.     
     
* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.6.39 - 06/10/13 

a) PPS activity report altered for new option to show number of days 
     remaining before RAP take back occurs.     
b) Payment entry altered to display insurance contract number in header.
c) Bill options maintenance altered to correct cancel button; also altered to
     allow 1/4 units and 1/8 units in charge itemization.
d) Schedule calendar altered to show notes in agency view.
e) Eligibility 270 creation altered to optionally export taxonomy segment.
f) OASIS Status report altered to allow selected primary insurance.
g) Employee labels altered to use active flag for selection.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.6.38 - 05/26/13 

a) Billing exceptions report altered to correct bad authorization reporting.
b) PPS activity report altered to allow new report order by days.
c) Electronic payments altered to optionally use file check date as pay date.
d) Patient pay bills altered for new insurance/guarantor box caption option.
e) UB04 altered to allow PPS claim key and authorization for box 63.
f) Charge detail list altered to correct create-date selection.
g) Payment entry altered to display patient insurance contract number.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.6.37 - 05/16/13 

a) PPS exceptions report altered to allow for non-pps billing exceptions to
     be processed; report is now called Billing Exceptions.
b) 1500 print altered to show charge quantity with 2 decimal places.
c) UB04 altered to correct box 38 when all insurances selected for box 50.
d) Entity load altered to show revenue information when entering insurance
     rates.
e) Bill audit proration altered to default to qty 1 for split charges which
     have a qty of 0.
f) Charge detail list altered to allow saved report preferences.     

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.6.36 - 05/03/13 

a) Entity employee list altered to display email address if phone numbers
     are selected to display.
b) Electronic payment report altered to fix error when bad payment file is
     attempted to be processed.
c) Electronic billing altered to correctly save insurances within bill script
     if option is selected; also to show test submission in red if selected.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.6.35 - 04/24/13 

a) Entity doctor PECOS date update altered for older versions of SQL; also
     doctor Pecos good/bad selection allowed for cloud customers. 
b) New claim status options allows realtime 277/999 review.
c) PPS exception report altered to report bad doctor PECOS as failure; also
     corrected assessment 5 day window warnings; also will show final failure
     when episode is > 60 days old, patient not discharged and no follow up
     cert-period is found.
d) Payroll export altered to correct ADP export for record summarization.
e) Electronic payments report revised for better readability; also to allow 
     realtime Medicare payments to be processed.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.6.34 - 04/11/13 

a) Import export altered to adjust ADP payroll export for batch id and
     updated status.
b) PPS activity report and costing report altered to evaluate EEP amounts
     using initial claim rate prorated amount if needed.
c) Authorization report altered for new option to show expiring auths without
     a followup auth found with the same care-type.
d) PPS exception report altered to report missing 485 as a failure.
e) Entity (doctor) PECOS check altered to update PECOS verified date; report
     altered to allow last-name or last/first PECOS update; report will now
     show the PECOS verification date.
f) Eligibility reporting altered to allow realtime Medicare eligiblity
     checking with expanded reporting features for all type of insurances.
g) UB04 print altered for new condition code options.
h) Electronic 837 altered for new admit date no time option.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.6.33 - 03/26/13 

a) Electronic billing altered for new CBSA plus trailing zeros option.
b) PPS Activity report and pps costing altered to fix error when calculating
     EEP with new sequestration changes.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.6.32 - 03/25/13 

a) 1500 print altered for header and box 33 options now allowing current
     insurance to print instead of sequence 1 insurance.
b) PPS exception report altered to report failure if a bad billed assessment
     date for is found for initial claims.
c) Bill audit report altered to allow proration of the PPS initial claim 
     charge to allow for the 2% sequester reduction of PPS claims and also 
     to allow for lower payments from Medicare advantage plans.
d) Patient list altered for new institution only option.
e) UB04 altered for new box 63 authorization options to allow the matching
     of charges printed on the form with the authorizations to appear; also
     to allow sending red form to printer.
f) Electronic billing altered to prompt for submit date update after both
     print and preview of bills.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.6.31 - 03/13/13 

a) Electronic billing altered to default to 18 self for guarantor relation
     within COB loops if blank; also to fix primary diagnosis if constant
     value is requested.
b) UB04 print altered for new options for boxes 39, 40, 41 and 81. 
c) Auto charge generation altered to correct admit count.
d) PPS revenue report altered to correct AFP amounts for year end Medicare
     rate adjustments; also added rate adjustment total to report.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.6.30 - 02/20/13 

a) Charge detail list altered to optionally show all charges posted to a
     particular payroll period based on the from/to date range entered.
b) Auto charge generation altered to allow entry of batch when splitting.
c) A/R reporting altered to allow payment status and denial status selection.
d) 1500 print altered to not print pages with no charges; also to display
     red form when running user supplied option.
e) Non-pps discharge status altered to correctly export 01 if discharged.
f) Entity load/list altered to add new institution type.
g) Electronic and paper pps billing altered for Q-Code insertion based on 
     institution stay for cert-periods after 7/1/13.
h) Patient list altered for new institutional stay sub-report option.
i) PPS exception report altered to warn for expired patients w/o death date.
j) UB04 altered for new death date occurrence code option and box 84 option.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.6.29 - 02/08/13 

a) 1500 altered for box 11a insureds birth day; also to fix multiple bills
     printing with the same authorization.
b) Electronic claims altered for new NM1*IL subscriber name option. 
c) UB04 altered to display red form when previewing user supplied forms; 
     also to supress patient pay from showing as a payor.
d) Authorization report altered to filter bad charges which are before from
     date if within range is selected; also to not include non-billables;
     also to show authorization number instead of charge code on XLS.
e) Patient pay bills altered to allow bill master id as invoice number.     

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.6.28 - 01/31/13 

a) License renewal list altered to optionally filter out in-active entities.
b) Electronic billing altered to export institution address for NM1*77; 
     to export other diagnosis for professional formats; to not export COB
     loops for insurances with Oasis type self pay.
c) UB04 altered for new box 42-48 first line option for hospice room+board.
d) Charge authorization report altered to add primary insurance to single
     line report type.
e) PPS exception report altered for new warning if RAP Hipps differs from 
     the current assessment Hipps.
f) 1500 altered for box 24d option to print pos 1-4 of revenue code.     

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.6.27 - 01/17/13 

a) Charge authorization report altered for single line option to allow 
     export to XLS data type.
b) Payroll export altered to post payroll period end date to charge detail
     file; also to warn if posting may overwrite previously posted data.
c) Charge detail list altered to optionally select charges posted to a 
     particular payroll period; also to display pay period on report.
d) Electronic payments altered to temporarily correct the Medicare 328
     ajustment issue reported as of 1/1/13.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.6.26 - 01/12/13 

a) A/R adjustments altered to only show update message if update count is 
     not zero.
b) Electronic billing altered to allow for optional tertiary insurance
     coordination of benefits loops to be exported; also to correct medicare
     cbsa code selection when NY medicaid is used.
c) Charge entry altered to allow individual cancel if in verify mode. 
d) PPS Grouper altered for v3413 updates.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.6.25 - 12/28/12 

a) Electronic billing altered to default to 01 if patient discharged and 
     override script option not valid.
b) System maintenance altered to display message if invalid path to CMS
     grouper files is encountered.
c) Electronic payment application altered to allow for segment delimiters 
     other than *.
d) Patient list altered to optionally show institution stay information. 
e) Printed UB04 altered for new box 77/78 options.
f) Printed 1500 altered for new options to show order diagnosis.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.6.24 - 12/18/12 

a) Electronic billing altered to show date of death when between statement
     covered period is selected; new loop 2310E option for patient name/addr.
b) Auto charge generation altered to avoid double posting visits if start
     button pressed twice without exit.
c) CMS Grouper v3413 added to Oasis processing.
d) System maintenance altered for CMS grouper activation.
e) Printed UB04 and 1500 to PDF altered to fix column alignment.
f) PPS costing altered to round hours before totaling.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.6.23 - 11/30/12 

a) Charge detail list altered to convert user name to lower case so like 
     names will show together on report.
b) Electronic eligiblity altered to allow bypass of patient name and birth.
c) Entity maintenance altered to correct unit delete.
d) Printed UB04 and 1500 to PDF altered to improve print quality.
e) PPS exceptions report altered to show oasis not locked as failure.
f) Bill audit altered to use cert-start for initial claim evaluation of
     CBSA rate; final claims show labor and wage rates; cross over year 
     adjustments for rate changes altered to update A/R correctly.
g) Charge entry altered to only allow updates and deletes to charges which
     originated in clinical systems if a password is entered; also the event
     will be entered to the system log.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.6.22 - 11/09/12 

a) Electronic X12 list altered to allow 277 processing without x12; also new
     error codes added.
b) Electronic billing altered to not show date of death unless it is within
     statement covered period; to only show Clinic physician if the word
     Clinic is in the specialty field; to display the final bill date on 
     electronic claim report when creating final claims; to export condition
     code 47 for admit source B for all payors; new Value code option added
     to export total charge amount.
c) Electronic payments altered to facilitate importing payment files to a 
     cloud based server.
d) PPS Activity report altered to allow cert-start date order option.
e) Charge detail list altered to display modified user if available.
f) Bill audit altered to use cert-start for initial claim evaluation of pps
     rates and use cert-end for final claim evaluation.
g) CAHPS export altered to export unit info if individual unit is selected.     
     
* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.6.21 - 10/17/12 

a) Bill scripting altered to allow 1/2 units option on charge itemization.
b) Electronic billing altered to not permit export of blank revenue codes; 
     also to allow short format CLM*01.
c) Payment entry altered to allow invoice number selection.
d) Bill payment electronic altered to allow short format claim ids.
e) Custom SC export altered to not export supplies or non-billable visits.
f) PPS Activity report altered to not show finals not done if not ready.
g) Electronic X12 list altered for new messaging.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.6.20 - 10/02/12 

a) Electronic billing altered for new professional CLM*11 accident option;
     NY Caid final end-date altered to be cert-end; new SBR*04 bypass option.
b) Patient load altered for new accident type within insurance bill data.
c) A/R reporting altered for new export data report option.
d) Altered entity load from patient entry to allow phone numbers to be added.
e) Scheduling notes selection will now retain last type selected.
f) Patient pay bill altered for new service description/hcpc option.
g) Charge master list altered to allow insurance type selection.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.6.19 - 09/18/12 

a) Electronic billing altered for new occurance span option.
b) Entity load/maintain altered to correct NPI number not saving correctly.
c) Entity Pecos check altered to remove doctor name trailing spaces.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.6.18 - 09/17/12 

a) PPS revenue report altered to correct exceptions area and to show initial
     and final bill amounts if within the period chosen.
b) Entity load altered to save upon tab change; to allow search when adding
     new insurance rates; to show renewals and rates in alphabetic order; 
     and to allow entry of notes.  
c) Entity list altered to optionally show notes.
d) Auto charge generation altered to not allow press of start button until
     previous process has completed.
e) Scheduling altered to allow both patient and employee notes to be entered.
f) Electronic billing altered for new date of death option within occurence
     code section; also new loop 2010BB REF*G2 option; also CLM type of bill
     altered to use statement covered dates for evaluation instead of bill
     from and to dates. 
g) Patient pay bills altered to allow care-giver first name only option.     

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.6.17 - 08/27/12 

a) PPS exceptions report altered to show failure if Hipps, Hhrg, or claim key
     is not valid.
b) Patient entry altered to optionally store medications in all caps.
c) Electronic claims altered to adjust NY Caid PPS ratecode based on age.
d) Patient pay bills altered to allow credit charges to appear.
e) PPS revenue report altered to show initial and final case weights within
     visit summary area; also grand total average initial/final case weights.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.6.16 - 08/20/12 

a) OASIS Status Report changed to Allow individual selection of Agency ID;
     also changed verbiage for clarity on ROC visits used as recert.
b) Patient list altered to fix selected types other than insurance from
     causing sql error. 
c) Doctor Pecos check altered to trim spaces from doctor NPI prior to check.     

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.6.15 - 08/13/12 

a) Bill audit altered to allow normal runs for patients with an active PPS
     insurance if financial class selected and no charge prorates to PPS.
b) Charge detail list altered to allow selected team groups. 
c) Patient list altered to optionally show only patients with all selected
     insurances active.
d) Video tutorials added to main menu help dropdown.     

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.6.14 - 08/06/12 

a) Bill audit altered to check if patient has more than one PPS insurance
     active to ensure that secondary PPS charges are not processed.
b) Electronic billing altered to allow up to 50 authorizations per admit;
    to allow DA option for SV2*04 unit of measure; to allow bypass of
    provider NPI; PPS CL*01 status altered to optionally show discharge 
    reason status code; Pay-To Provider NM1*87 loop option added.
c) Eligibility verification 271 altered to display service information and
    other payor information.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.6.13 - 07/23/12 

a) PPS exception report altered to correct final warning for skilled visit.
b) Bil Ledger report altered to correct total lines.
c) New Canadian zip code format option added to system maintenance function.
d) Electronic billing altered for option 2300.20 DTP*03 claim adjudication
     date for new option to pull COB info based on charge date instead of
     cert date for non-PPS claims.
e) Eligibility 270 altered to correct cert-start subscriber date option.
f) Statistical services provided report altered to only break on diagnosis
     group if selected.
g) Scheduling recurrences will now indicate the original user who created
     the occurrece as the creation user for all associated occurrences.
h) Entity load altered to correct bill type not showing on insurance tab.
i) Medication report altered allow sort by entry date and start date when 
     choosing entry date order.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.6.12 - 06/15/12 

a) UB04 altered for new doctor ID qualifier option.
b) Bill ledger list altered for new GL account breaks option.
c) PPS exception report altered to verify initial claim has at least one 
     skilled visit and to verify that doctor has NPI number.
d) Oasis validation altered for new wound section validations.
e) Face to face altered to avoid error when printing without preview; also
     altered to show doctor signature lines and patient birth date.
f) Authorization report altered to correctly show expired if charge code is
     entered.
g) New PPS activity report added which will show the number of days from
     SOC->RAP, Disch->Final, or days outstanding for RAPs and Finals.
    
* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.6.11 - 06/04/12 

a) Patient entry altered to allow blank admit dates when charges exist; also
     altered to not allow certification delete if documents are attached.
b) Bill audit altered to correct normal runs when multiple pps types exist.
c) Electronic billing altered to remove trailing space from doctor NPI and 
     to ensure CL*1 discharge type is not blank.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.6.10 - 05/21/12 

a) 1500 bill print altered to optionally page break on authorization.
b) Assessment load corrected blank dates from causing 'Invalid Date' error.
c) Bill payment entry altered for non-medicare pps un-billing.
d) Video tutorials added to bill audit, electronic billing, pps exceptions.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.6.9 - 05/03/12 

a) Bill audit posting altered to correctly post non-medicare PPS claims.
b) A/R report and payment report altered for sql 2012 compatibility.
c) Print to file location now stored to user registry.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.6.8 - 04/30/12 

a) Electronic billing altered for new HI*BE option for covered days.
b) PPS Margin report altered to fix error when using selected insurances.
c) PPS Revenue report altered to show Rap and Final counts in grand total.
d) Import/export altered for custom export routines.
e) Bill audit altered to fix pps normal runs posting to wrong episode when
     two open and un-finalled episodes exist and charges belonging to both
     episodes are posted in the same run. 
f) Assessment load will no longer pull over eligible ROC as a Recert to new
     cert period if ROC is not Locked or Exported.    .

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.6.7 - 04/24/12 

a) UB04 red forms altered to fix box 3 data.
b) Authorization report altered to include grand totals.
c) A/R report altered to allow bill notes printing when insurance sequence; 
     also new option for unsubmitted/printed final claims added.
d) Patient load/maintain altered to optionally show inactive medications 
     after todays date; also to show pat-cert period days.
e) PPS revenue report altered to only show downgrade warning if AFP amount 
     is negative.
f) Electronic billing altered to optionally include REF*6R line item
     identification segment to identify which bill details are submitted;
     also new option added to bypass charge specific provider in 2400 loop.
g) Medication entry altered to pre fill the dose field (20 characters max).
h) Admission analysis altered to show patients grouped by the master 
     insurance instead of by the insurance/plan.
i) Assessment load altered date controls to not allow dates prior to 1000.   

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.6.6 - 03/26/12 

a) UB04 printing altered to fix unit and financial class dropdowns.
b) Patient med list altered for 2 signature lines.
c) Patient order altered to show agency fax in box 7 if entered.
d) Bill audit altered to correct sql error for pps patients without a county.
e) Admissions report altered to fix report in county sequence.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.6.5 - 03/21/12 

NOTE: Version updated to level 1.2.6  Data reformat will occur.

a) Patient load/maintain altered for new Document tracking and PPS options;
     Changes include a new all documents received indicator which will be 
     automaticly updated upon receipt of all documents for the cert-period;
     PPS is now supported as a secondary payor to Medicare for Medicaid.
b) Bill audit/post altered for secondary PPS and for new document tracking
     indicator selection criteria.
c) PPS exception reporting, UB04 and electronic bills altered for the above.     
d) Charge detail list altered to show employee name when running modality/pat
     sequence and using single line mode.
e) Scheduling fixed non-visit charges not being saved when returning to edit.
f) Scheduling report fixed non-visit charges from not appearing on report.
g) PPS revenue report altered to correct episode count when invalid
     assessments are encountered.
h) Electronic creation altered to remove extra spaces from REF*G1 segment;
     Doctor #2 will now pull to 2310 Secondary Physician when Physician
     (Clinic Specialty) is chosen for 2310.26; Co-pay will now pull to
     AMT*F5 when that option is chosen for 2300.38 for prof 5010 claims.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.5.20 - 02/28/12 

a) Oasis Cahps export altered to allow unit selection.
b) Eligibility 270 altered for 5010 elibibility date qualifier.
c) Charge detail list altered to show patient name when running emp/date
     sequence and using single line mode.
d) Patient entry altered for new insurance bill data employer type.
e) Patient list altered to show group admit totals.
f) Order printing altered to show all medications on addendum print.
g) System load altered to correct FDB inactive message.
h) Oasis export altered to speed up processing.
i) A/R reporting altered for new printed/submitted bill selection.
j) ADP payroll export altered to allow for summarized mileage.
k) 1500 print altered for new box 33 options.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.5.19 - 02/08/12 

a) Cover pages altered to include scheduling notes.
b) Patient list altered for new option to allow selected diagnosis and new
     option to allow selected insurance to search all active insurances.
c) PPS exception report altered to fix the finals w/late charges option.
d) Charge detail list altered to show pay-rate description when running in 
     employee-date sequence when start-end time display is selected.
e) Oasis assessment report altered to fix startup error.
f) Bill audit altered to use episode end date to evalualte case mix weights.
g) Electronic billing SV1/SV2 description option added.
h) System maintenance and scheduling altered to allow charge verify password
     protection to be optional.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.5.18 - 02/03/12 

a) Import export altered to correct PPS rates and weights importing.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.5.17 - 02/01/12 

a) Patient pay bill altered for new bottom message option.
b) Patient order load altered to avoid error on search if search file is 
     empty.
c) Scheduling added requirement of Master Password to unverify a visit. 
d) Electronic billing altered for admitting diagnosis option and to allow
     order physician option for non-pps bills.
e) Auto charge generation altered for optional LOS selection. 
f) Authorization report altered to optionally only show charge detail within
     report date range.
g) Patient load altered to support new FDB medications specification. 
h) Import/export altered to include visit related time in ADP payroll export.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.5.16 - 01/10/12 

a) Electronic submission altered for new CLM*06 options.
b) PECOS verification altered for new CMS PECOS file format.
c) Oasis grouper and submission altered for new cms grouper version V3312;
     note: new PPS diagnosis file is included with the update.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.5.15 - 01/02/12 

a) Charge detail list altered for totals only selection.
b) Bill audit altered for new exclude held orders selection.
c) PPS exception report altered to not show exception when the last charge
     has a zero net amount; also to not show exceptions for periods after
     cert end date unless discharged.
d) Charge load altered to use from/to date range when using orphan fix.
e) Schedule report and calendar altered to not allow billed visit selection
     without choosing verified visits.
f) Order renewal report altered to show insurance name if selected.     
g) Scheduling corrected stopping occurrences; fixed visits that were beyond
     the stop date then moved to within the stop date from disappearing from
     screen (but not reports) when stopping recurrence.
h) Patient load altered to save notes when changing notes tab.    
i) Charge code load altered to save bill rate net override if selected. 
j) Admission reporting altered to optimize queries so run time is faster.
k) Electronic submission altered NM1*09 sender id to default to ISA*06
     submitter id.
l) 1500 forms altered for box 24D to not show modifier in CPT/Hcpcs area.     
     
* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.5.14 - 12/07/11 

a) Scheduling altered to show period authorization limit overages.
b) A/R reporting altered to optionally show bill detail paid amounts.
c) Bill audit altered for new option to show billed charges when running 
     PPS final claims.
d) Cover pages altered to correct patient last name/first name option. 
e) Electronic billing altered to store insurances in the bill script if 
     this option is selected.
f) Patient entry optional reference number field reenabled.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.5.13 - 11/30/11 

a) Order renewal report altered to fix error when printing in cert-start or
     cert-end order.
b) Patient 485 print altered to not duplicate medications on continuation. 
c) Electronic payments, X12 list and elibibility reports altered to print
     from preview screen.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.5.12 - 11/29/11 

a) Admission reports altered for new option which restricts patients from
     appearing unless they have had at least one visit within the date range.
b) New print engine installed which allows for faster reporting and enhanced
     print-to-file capabilities.
c) Scheduling altered authorization based on hours not displaying overage
     warning; also authorizations for expired admits removed from showing
     in authorization tree.     
d) Oasis Status Report will now allow the user to select individual RFAs
     for processing; also total number of records reported on summary line.
e) Order renewal report altered to fix error when printing for selected 
     doctor records.
f) Bill audit altered to force PPS Final charge to always appear last.     
g) Patient oasis entry altered to correct oasis deletion when answering
     warning messages.
h) Charge entry altered to avoid authorization warning message when charge
     is being updated; also to not check authorizations when verifying.
     
* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.5.11 - 11/09/11 

a) Patient maintenance altered to add assessment delete to system log; also
     to not control patient insurance bill data record inserts.
b) Bill payment load altered to pre-populate pay-type field always; also to 
     default to zero pay amount when paying by detail line.
c) G/L export to QuickBooks altered to correct offset entry error.
d) Oasis import altered to correct locating of patient record when importing
     patient code in M0020.
e) Payroll export to ADP altered to summarize transactions by employee and
     pay rate code.
f) Bill ledger report altered to allow selection of individual charges or
     payment codes.
g) Authorization report altered to allow selected financial classes.     

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.5.10 - 11/03/11 

a) Bill audit altered to use today's date instead of charge to-date when
     evaluating 60 day episode finals; also to ensure that final claim
     charge exists when billing finals.
b) PPS exception report altered to warn if no final claim charge exists.     

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.5.9 - 11/02/11 

a) Order printing from menu altered to correctly position patient order.
b) System maintenace altered to correct FDB active flag.
c) Bill audit altered to display all charges (billed/unbilled) when printing
     final claims.
d) Oasis entry altered to pull medicare/medicaid number for insurance plans.
e) Oasis import altered to allow import using reference number.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.5.8 - 10/27/11 

a) Electronic billing altered to allow selection of unsubmitted bill detail
     records.
b) Menu altered to adjust button positions.
c) Clinical import log altered to correct good/bad record selection.
d) Patient load/maintain altered to correct authorization charge selection
     and optional tab record saving.
e) Bill payment load altered to correct bill ledger posting of insurance 
     when doing transfers.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.5.7 - 10/18/11 

a) Patient load/maintain altered to avoid warning message when updating
     admits for patients with referrals not admitted; medication entry 
     entry altered to use admit date as start date.
b) Electronic billing altered to correct CLM06.     

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.5.6 - 10/14/11 

a) Electronic billing altered for additional 5010 script selections;
     Note that the latest script will be required for these.
b) Oasis grouper altered for new scoring case mix values effective 1/1/2012.
c) Eligibility reporting altered to correct possible error when printing.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.5.1-5 - 10/10/11 

NOTE: Version updated to level 1.2.5  Data reformat will occur.

a) Oasis export altered to fix Oasis agency phone number not appearing.
b) Label printing altered to add new 2 up patient folder label type.
c) Admission reporting altered to allow up to 50 selected insurances.
d) Data reformatting will update the bill ledger table to include bill date
     and the patient certification table to include initial, final and
     billed hipps codes.
e) Patient face to face form altered to allow homebound status text line to 
     be altered and for new home health aide check box.
f) Eligibility 270 altered for new 5010 specifications (new script required).
g) Charge entry altered to check unsaved charges for authorization limits.
     
* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.4.20 - 09/12/11 

a) New patient load/maintain altered for advanced data access; auto-save
     now occurs if changing tabs; saving does not return to the main tab;     
     485 addendum now includes diagnosis and medications; authorization tab
     now allows for hiding ended authorizations.
b) Charge detail list altered to allow selected primary insurance financial
     classes to be printed.
c) PPS revenue report altered to display initial/final hipps codes in the
     visit summary area of each certification period.
d) Charge authorization report altered to display patient primary insurance.     

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

Version 1.2.4.19 - 09/06/11 

a) Scheduling altered to fix employee box disappearing when employee not
     in filter; fixed index out of bounds when pay rate is selected and 
     authorization is changed.
b) Electronic X12 file reporting altered for new 277 acknowledgement
     reporting in both 4010 and 5010 versions.
c) Patient pay bill altered for new formating options and column delineation;
     note that a new script file is required to use the new options.
d) New automatic data file download and install added to facilitate diagnosis
     surgical, and PPS file updates.
e) New 2011 diagnosis, surgical and PPS files are included with this update.     

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Version 1.2.4.18 - 08/17/11 

a) Electronic payment report altered to include total bad payments and
     total provider adjustments at report end.
b) Electronic X12 file reporting altered to accept and report new 5010
     version X12 and 999 acknowledgement file types; also for auto reformat
     and option to not report secondary errors.
c) Oasis import altered to fix error when import options include treatment 
     plan creation when posting.
d) PPS exceptions report altered to not include final claims when when 
     checking for non-billable visits.
e) UB04 altered to allow patient authorization selection; also to not print
     blank pages when no charges are found for the claim.

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Version 1.2.4.17 - 08/01/11 

a) Charge detail list altered to not show date added when not selected.
b) Payment entry altered to correct posted to g/l message when changing or
     deleting a payment.
c) Bill audit altered to correct outlier calculation when outlier is 
     combined with a therapy downgrade condition.
d) Patient list altered to correct diagnosis 2/3 display showing surgical
     codes when not requested.
e) PPS exceptions report altered to not include non-billable visits when
     non-exception report is requested.
f) Charge code maintenance altered to not allow PPS initial/final charges
     to be altered.
g) Therapy utilization report altered to correct insurance selection; also
     to remove 30 day past cert message and to add new patient type select.
h) UB04 altered to correct column spacing when printing to PDF file.
i) 485 Order printing altered to show page numbers as page x of x.
j) Patient pay bills altered to correct column spacing when printing to PDF
     file; also to add new selections for HCPCS; policy#; case manager and
     authorization number.  Note: new script required.

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Version 1.2.4.16 - 07/12/11 

a) Charge entry altered to refresh patient insurance info after tabbing out
     of the patient code field.
b) Electronic payment application altered to optionally check patient code
     instead of patient name for payment validity.
c) Bill ledger list altered to allow transaction type and financial class
     selection.
d) PPS margin report altered to allow patient order.
e) Oasis import altered to avoid database error when posting.
f) Scheduling fixed note changes to occurrences replacing master record;
     fixed overlap check not reporting conflicts when an employee or patient.
g) Oasis HIPPS generatation when M0150 is not Medicare/Medicaid paysource
     (M0150 = 1,2,3 or 4) now controlled by system variable.
h) Bill audit altered to restrict multiple simultaneous users without the 
     entry of the master password.
    
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Version 1.2.4.15 - 06/28/11 

a) Bill ledger offset account number display lengthened.
b) Oasis grouper altered to display a warning if payment source is blank.
c) New version of scheduling added which greatly improves processing speed.
d) Patient document tracking altered for expanded notes printing.
e) Agency fax number added to system file maintenance.
f) Face to face document altered to include agency fax number.
g) Electronic payment application altered to not show patient records on
     the report unless they pass all edits; this change only applies to
     agencies posting one payment file to multiple databases.

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Version 1.2.4.14 - 06/10/11 

a) Charge detail list altered to correct error when running margin report
     for non-visit charges.
b) Bill ledger report altered to allow more displayed characters to allow for
     long GL account numbers.
c) Therapy utilization report altered to allow page breaks by patient and
     for employee name display for each charge.
d) Statistical report altered to allow insurance class selection; also to
     correct pps initial/final net charge amounts which appeared as zero.

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Version 1.2.4.13 - 05/31/11 

a) Patient medication report altered to optionally show medication class.
b) Legacy versions of bill audit; payment entry and electonic payments have
     been discontinued.
c) Therapy utilization report altered to optionally exclude discharges and
     to show certification period 30 day date.
d) Charge detail list altered to show primary insurance bill rate when 
     running the margin report option; also to allow create date selection.
e) Payment entry altered to allow zero amount transfers.  
f) Admission report altered to allow financial class selection.
g) System maintenance altered for new copay using gross option.
g) Bill audit altered to allow automatic copays based on charge gross instead
     of charge net if selected in system maintenance.
H) Payment report altered to allow process date selection.      

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Version 1.2.4.12 - 05/16/11 

a) Cover pages altered to store social security display option.
b) Charge detail list altered to show employee pay amount totals when running
     margin report selection; also to allow for batch numbers > 1 million;
     also to allow charge code selection.
c) Charge entry altered to change visit time overlap checking to check if
     employee times overlap.
d) Electronic billing altered to correct discharge status for MSP claims.
e) CAHPS export altered to include patient language.
f) PPS margin report altered to optionally show margin amount as percentage.

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Version 1.2.4.11 - 05/09/11 

a) Authorization report altered to enhance the fix charge feature to pickup
     charges that may have been imported; also for new auto-fix feature
     which will automatically correct charges not assigned to a valid auth.
b) Scheduling notes option added to system maintenance to disable cloning of
     scheduling notes. Default option is set to Yes.
c) Special document Map-34 form altered for user defined text entry.
d) Charge entry altered to correct authorization enforcement which did not
     always prompt the user when authorizations were exceeded.
e) New bill audit altered to disable prior page button in preview when the
     insurance total page is not selected to avoid incorrect pps amounts
     from being displayed in the preview; note that the posting was always
     correct prior to this alteration; just the preview was corrected.
f) Charge detail list altered for new single line print option.
g) New payment entry altered to not allow a payment to be applied to a new
     A/R record until the A/R record is saved.
h) New therapy utilization report added to charge menu.  This report will
     assist with tracking therapy reassessments.
i) Charge master list altered for active only option.     

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Version 1.2.4.9/10 - 04/27/11 

a) Base registry setup altered to always check registry write rights to 
     avoid security issues with new windows updates.
b) UB04 altered to allow electronic control number to show in box 3a.
c) Face to face encounter form altered to add occupational therapy checkbox.
d) Patient load altered to avoid notes locking on large datasets.
e) New bill audit altered to correct penny rounding error when posting RAPs
     at 100%; also to correct possible posting error when posting single RAP
     or final claim.

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Version 1.2.4.8 - 04/21/11 

a) Payment entry (new version) altered to correct ledger posting and to 
     automatically remove newly added records if cancel is pressed.
b) Electronic billing altered to correct DTP segments for PPS billing which
     could possibly cause a rejection.

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Version 1.2.4.7 - 04/18/11 

a) Patient order print altered to correct possible error when printing
     orders containing medication allergies.
b) Electronic billing altered for additional 5010 changes and new options
     for DTP segments.
c) PPS costing altered to show additional data on screen and report; also
     to optionally show admit diagnosis.
d) Payment entry (new version) altered to automatically refresh the screen
     after doing transfers or unbilling.
e) 1500 print altered for revised patient relationship and condition boxes.     
f) Oasis import altered to correct error when processing notes file.

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Version 1.2.4.6 - 04/11/11 

a) Patient cover pages altered to allow option for last name first.
b) Patient list altered for new program selection; also fixed team employees
     showing when not wanted.
c) Medications corrected generic medications descriptions erroneously
     displaying [digitalis leaf] on interaction reports.
d) Discharge summary altered to allow bypass of guarantor/doctor info.
e) UB04 altered to show clinic physician in box 78.
f) Charge export altered to trim code fields to prevent exporting trailing
     spaces.
g) Electronic billing altered to optionally export discharge hour segment.     

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Version 1.2.4.5 - 03/25/11 

a) Base registry setup altered to fix datasource dropdown.

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Version 1.2.4.4 - 03/21/11 

a) Charge master load altered for new data access; charge master list altered
     to allow selection by visit/non-visit.
b) Patient notes altered to save screen size settings.  
c) Patient load altered to default guarantor relation to 18-Self.
d) Diagnosis load altered to check for patient use before delete.
e) Patient list altered for new option to just show patients with duplicate
     addresses.
f) Payment entry altered to fix cert period display from not appearing.
g) Discharge summary altered to clear text box for text greater than 250.

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Version 1.2.4.3 - 03/08/11 

a) PPS exception report altered to correct discharge RFA message.
b) Charge authorization report altered to optionally show charges which are 
     not currently attached to an authorization.
c) Change company routine altered to allow form resizing.
d) User security altered to allow a user to be added to a group immediately
     following the group add.
e) New bill audit with enhanced performance and automatic copay;
     new payment entry with un-bill all and new electronic payment program
     optionally added to system.
f) PPS billing routines altered to only show discharge status 01 for RFA 
     6 and 7 if discharge occurs within the cert period.
g) Category load altered to strip trailing spaces from type fields.
h) PPS costing report altered for expanded heading.
i) Patient cover page altered to show full patient name with suffix.

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Version 1.2.4.2 - 02/21/11 

a) PPS Costing report altered to show clinical points and claim key.
b) Electronic claims report altered to show admission source and status.
c) CAHPS export altered for new DSS specification.
d) Billing script copy function altered to avoid error when copy-to script
     is already on file.
e) New home health face to face encounter form added to document tracking
     printing options.
f) Statistical reporting altered for new age categories and sex selection.
g) Billing options print altered to avoid printing error.
h) UB04 box 50 altered fix to incorrect insurance showing when certain
     script options are selected.
i) User security altered to fix group deletion.     
j) Charge authorization altered to allow for supply authorization by HCPC
     code if supply charge code is specified.

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Version 1.2.4.1 - 02/02/11 

NOTE: Version updated to level 1.2.4  Data reformat will occur.

a) New Co-pay and Prior authorization fields added to bill detail table to 
     allow for automatic co-pay processing and advanced billing for prior 
     authorization.
b) Electronic and paper billing engine altered for enhanced performance and 
     for the above listed co-pay and prior authorization items.
c) Electronic output altered to allow submitter name to be overridden.     

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Version 1.2.3.13 - 01/19/11  

a) CAHPS export altered for new DSS specifications.
b) Patient load altered to allow documents to be stored and viewed via the
     patient documents tab.
c) System load altered to allow entry of a default document location.
d) User security altered to show selected group during edit.
e) Order renewal reports altered to optionally display primary insurance.
f) A/R report altered to add new Unit sequence.
g) Payment report altered to add new Remit# sequence.
h) Patient order text search/merge utility altered to allow advanced search.
i) PPS exception report altered for new message when first PPS assessment
     is not valid.
j) Auto charge generation and denial tracking report altered to allow
     preferences to be saved for later use.     

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Version 1.2.3.12 - 01/06/11  

a) Patient load altered to populate cert-period start date when adding a 
     new patient record.
b) Electronic billing altered to avoid prior_authorization error message.     

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Version 1.2.3.11 - 01/05/11  

a) Scheduling altered to allow for 30 visits in day view.
b) Entity load altered to show time button for entering scheduled time off.
c) Charge load altered to update insurance caption when patient changes.
d) G/L Quickbooks export altered to export large G/L account numbers.
e) Electronic payment report altered to expand grand total column to allow 
     for very large payment amounts.


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NOTE: Previous version changes back to 2003 are available upon request.  

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