1. Deidre Lawson – Product Manager
October 2014 Release
Release 2
Presented By:
Deidre Lawson – Product Manager

2. AGENDA Release Highlights: Reports Admin Tools – Vendor Record
Data Miner Configuration Sharing
Clean Claim CBO Report and Charts
Scheduling Allowed Indicator
Admin Tools – Vendor Record
New Change Log
Default Customer Setting
Default Tasks
Default User Classes
Required Fields Setting
Admin Tools – Customer Record
Auto-Complete Claims control
Auto-Create Secondary – Exclude Denials control
Statement Mgr Selection and List View changes
Customer Search List
EDI Status Column
Rules
Hard Coded Rule IDs
Task Manager
Scheduled Reports
Print Task List
Bill, Check, and Claim Task Changes
Customer and Payer List Changes
Claim Manager
Auto-Complete Claims
Auto-Create Secondary – Exclude Denials
Statement Manager
New Statement Status - DECLINED
Statement Mgr Selection and List View changes
Eligibility Manager
New Print List features
ERA & Denial Manager
New Manage Codes Category

3. COMING SOON Enrollment Manager!! This application will allow you to:
Add enrollment records to submit to Practice Insight and attach electronic forms
Add enrollment records to track enrollments sent directly from the provider to the payer
Track the status of all open enrollments and use search criteria to narrow down results
Attach electronic forms and comments to all enrollments
Complete paperless enrollments from within the product instead of navigating to multiple websites
Enrollment Manager Webinars
Tuesday, October 7th at 11am CT
Wednesday, October 15th at 2pm CT

4. COMING SOON NEW! Issue Manager!! Highlights: Issue Manager Webinars
Processes to route to designated departments automatically
Forms to make required information for types of issues easy to enter
New categories to make assessment more granular
New Processes to control division of issues and form production
Issue Manager Webinars
Coming Soon!

5. RELEASE REMINDER Release Dates:
Release Round 1: October 5th 2014 (Servers 1, 2, 4, 5, demo)
Release Round 2: October 12th 2014 (all others)
Final Notes were distributed via listserv on Sept 23rd 2014.
Release Webinars Sept 25th and 30th. Recordings available on

6. QUESTION AND ANSWER Specific Issue Questions?
PI Support –
General Release Questions?
Product Mgmt –
Training Questions/Requests?
Training –
Webinar/Documentation Needs?
Marketing –
Call us!
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