Complete.MD Web Portal Release

Complete.MD Portal
Billing
  • Added the ability to send electronic claim attachments.  Please see Electronic Claim Attachments for more info.
  • Added enhancements to Eligibility.  Please see Batch Eligibility for more info.
  • Added the ability to customize treatment plans.  Please see Treatment Plans for more info.
  • Added Send To Collections functionality in Portal:
    • Improved the Collections process by adding a modal to send multiple claims to collections
    • Click on the Send To Collections button in Account search for the patient you want to send to collections
    • Then click the checkbox of the claims you would like to send to collections. Once you have selected all of your claims, click the Send To Collections button. 
    • Sending claims to collections in this way will close the claim(s), set the AR Status to be "In Collections", zero off the balance by creating adjustments/memos to zero off the account balance and specify that it was sent to collections, and put a note on the claim saying it has been put into collections. 
  • Changed the delete allocation warning on the allocations page

Pathology 

  • Fixed bug that involved the Log Book search pages not generating reports correctly when Clinical DX code or Laboratory DX code filters were checked. 
  • Enhancements to Release to Portal option.
  • Lab recommendations will now be updated on lab order results depending on if a lab send's back results with certain diagnostic category's. 

Setup

  • Fixes to Issues with Date Filter on Patient Search

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