Complete.MD Web Portal 01-24-20 and Client v 0.9.146 Update

Complete.MD Web Portal Updates

Billing/Claims

Added validation to "Save and Pay", "Save and Next" and "Save and Close" functions to prevent creation of tickets without an insurance profile
Changed order of EOB data on Billing Info tabs to show most recently created tickets first
Bug fixes in EDI Queue including space issue in Member ID field
Changed the design of Billing Info tabs
- Added patient and claim notes under Notes tab
- Added statement data under patient level notes on Notes tab
- Removed accordion styling
Added ability to create patient Payment Plans from Payment Search screen
- From the Payment Search screen, use the New button to select Credit Card Payment
- Use the slider in the middle of the screen to designate the payment as a Payment Plan. This will open up the Start Date ,End DAte and Frequency section of the screen.
Added ability to search for patients with existing Payment Plans from the Account Search screen and edit existing Payment Plans
Fixed bug in Bulk Allocation that was causing processing errors.
Fixed bug that caused some claims to be submitted via EDI without service line charges.

General

Added audit logging related to removing role permissions from a user
Added phone number filter to Patient and Appointment Search and updated related Appointment Search reports
Added patient contact data to the Patient Info form report
Updated link to privacy policy on terms and conditions page

Pathology/Log Book

Complete.MD Client Application version 0.9.146

Fixed bug that allowed deactivated users to continue to log in to client application
Added ability for users to see patient-related notes in Check In Manager, Scheduling and Check Out modules
- Click on the yellow alert icon to see note details
Fixed bug in patient search related to searching by birth date (hot fix 1/24/2020)