Complete.MD Web Portal Release 02-06-2025

Enhanced ERA Denial Report Filtering

• Added Start and End Date filters to view denials within a specific date range.
• Introduced grouping options by Payer (default) or Created Date.
• Enabled sorting by Created Date (ascending or descending) within each group.
• Applied filters, groupings, and sorting are reflected in both on-screen and printable versions.

Product Sales Report Fix

• Adjusted the stored procedure to filter product sales by the RX cart creation date instead of the visit date, ensuring accurate reporting within the selected date range and preventing missing or misleading sales records.

Invoice Logic Update for Pathology Tracker Fees

• Updated billing logic to prevent the creation of pathology tracker fee line items on invoices for practices that do not have an active HL7 lab interface, ensuring accurate and appropriate billing.

UI Terminology Update: "Office Notes" to "EHR Visit Notes"

• Replaced all instances of “Office Notes” with “EHR Visit Notes” or “Send to EHR” where applicable for consistency with external system terminology.
• Updated UI labels, linked documentation, and training materials.
• Added EHR Visit Notes to the Claim Ticket Pathology tab alongside lab results.

Billing Dashboard Enhancement: Lab Hold Status

• Added a third bar to the billing dashboard graph indicating claims with lab holds that already have final diagnosis (DX) and CPT codes, suggesting readiness for release.
• Clicking the bar redirects users to the claim search page with pre-applied search criteria.
• Reviewed and ensured proper architecture and redirect functionality.

Action Plan Enhancements: Optional DX/CPT Codes & ICD-10 Fix

• Made Final DX optional if a Lab Suggestion or Clinical DX is already present, and Final CPT optional for certain specimen types.
• Fixed issues where certain ICD-10 codes (e.g., C44.622) failed to transfer correctly by improving the UI flow and validation process.
• Added clear prompts and an “Accept” button to ensure users know when codes are successfully saved.

Checkout Transaction Report Enhancements

• Added a "Products" filter to the Checkout Transaction Report, allowing searches by specific products or all products.
• Included the Selling Provider as a new report field, enhancing visibility of provider-specific sales.