1. Invoices that have been created from the EHR but not yet opened/reviewed/worked will now have an 'Open' status instead of 'Draft.' We no longer have a Draft status for invoices.
2. On the Claims Summary screen with the chart and legend, we removed Electronically Submitted as an option because we are not tracking that status.
3. Insurance plans now display in an alphabetized list under Insurance Details.
4. A small adjustment has been made to boxes 14 and 15 on the claim. The field 14 has been switched to show the qualifier first. Also, fields 14 and 15 dropdown lists have been expanded to view each Qualifier description on one line.
5. Workflow update: When adding an insurance for a patient it is now required to pick the Insurance (payer) first before selecting the plan.
6. Box 17b (NPI number) on the Claim form has been updated to accept only 10 characters.  This will help eliminate potential typing errors.
7. On the Claim form all non-editable fields are now displayed as text labels to avoid confusion.
8. On the Claim form box 19 "Additional Claim Information" has been updated with a "Surgery" button to add surgery details to the form.

9.   On the Claim form, fields that require additional information or edits will be shaded to easy identification.

10.  Now, inactive insurances display in red under the Benefits dropdown on a Patient record.

Insurance Plan Fee Schedule has a new setup layout and location.

1. A Fee Schedule hyperlink can now be found on the Admin > Insurance setup window.
2. A Fee schedule is setup per plan.
3. Also, the Fee Schedules setup window now includes the CPT code in addition to the description.

The following modifiers and descriptions have been added to the list of modifiers in the insurance database.

• GW - Condition not related to the patient's terminal condition
• GX - Notice of liability issued, voluntary under payer policy
• GY - Notice of liability not issued, not required under payer policy
• GZ - Item or service expected to be denied as not reasonable and necessary
• XE - Separate encounter
• XP - Separate practitioner
• XS - Separate structure
• XU - Unusual non-overlapping service
• Q5 - Service furnished by a substitute physician under a reciprocal billing arrangement
• Q6 - Service furnished by a locum tenens physician

Also, we ensured modifiers only show once in the list. No duplications.

And last, the list of modifiers is now in alpha-numeric order by code.

1. Now, when creating a recall after posting an invoice, the default location remains the location on the invoice.
2. On the Ledger, when an Invoice has a negative balance (credit available) and the Invoice line is selected, the text button will read "Refund".
3. NOW! You are now able to transfer responsibility from Private Pay to an Insurance for Rx Order products and Professional Services after they have been posted to an Invoice. Read the following article for instructions on:  How to transfer responsibility from Private Pay to an Insurance after the invoice has been posted
4. Under the Admin tab > Users, you can now limit which staff members can edit payments recorded into Uprise. This new profile setting is called "Edit Payments/Refunds." The Administrator and Office Manager will already have this access set to "Yes" by default.

Revenue By Insurance Report

We added a new report for tracking your revenue based on the insurance associated with your charges, filtered on either payments received and invoices posted during a date range. Note: the date defaults to the prior month but can be changed.

Within the report you can see revenue summarized by:

• Professional Services
• Optical
• Provider

1. After a claim is recreated and the original claim is deleted, the link to that original claim will no longer exist in the recreated claim column.
2. When adding a New Patient Insurance, the list of insurances is now alphabetized and inactive insurances do not display in the list.
3. You can no longer edit Box 32a and 33a so the boxes will be auto-populated as intended.
4. A bug was fixed that caused the list of modifiers on the Invoice to repeat the list multiple times in the dropdown.
5. There is a requirement in Uprise to have an Insurance plan named "None" for all payers.  This requirement has been locked down so a user cannot rename. Of course, new insurance plans can be added and updated at any time.  How to Add an Insurance Payer, Fee Schedule and CMS Defaults
6. The Qualifier Order for Boxes 14, 15 and 17 have been reorder to display the most frequently used qualifiers at the top.
7. The Submit Electronically option now displays (as intended) for all claims to payers that support EDI from Uprise.

1. On the Patient Statement Reports, $0.00 balances were being included even though "Include $0.00 Invoices on Statement" was deselected. This bug has been squashed!
2. The Posted Payment by Insurance report now displays columns for months selected in the parameters even if there are no data for a month in the result set.