OfficePro Change Log

The Appeal button, which opens a ClaimMD appeal, was shown only on rejected claims. The claim's own page now has an Appeal button for any claim ClaimMD has received, including accepted claims a payer later denied and claims re-created after sending.

The ERAs Received list now uses the same framed layout as other OfficePro lists, with a heading showing how many remittances were received and a shaded row starting each paid month, so one month's remittances are easy to find. Search, paging, processing and PDF links work as before.

Insurance cases now hold the dates a prior authorization is valid, the visits authorized and the maximum amount, beside the authorization number. Creating a claim for a visit outside those dates, or one an eligibility check flagged as needing an authorization, now shows a warning to check the authorization before sending. Practices using eligibility checks can also record an authorization from the visit's eligibility answer.

The BillPro sidebar is now the same on every BillPro page, including the Account page, which had been missing the payment and ERA buttons. Each button has an icon and Settings is always last. Several buttons are renamed: Process Payment, ERAs (with the tax ID), Account Settings and Processing Reports. The BillPro Settings window now shows its sections side by side.

Processing an ERA now opens a proper window that can always be closed, with a progress indicator and a clear message if the request fails. Every charge line links to its encounter, and a new Transactions Posted table lists each payment and adjustment the ERA posted.

Card refunds now appear in the payments list alongside the original payment, so a refunded transaction can be seen without opening it.

The card payment detail screen now uses status badges, describes bank transfers in plain language, shows amounts that agree with the payments list, and hides the authorization line when there is no authorization to show.

Applying a payment across several visits now guards against over-allocating when the add buttons are clicked in quick succession, so a payment cannot be applied twice.

The claim gathering and import process now protects against losing a claim response if a transfer is interrupted part way through.

Insurance remittances (ERAs) that are duplicate re-adjudications of already-paid claims are now detected and skipped, preventing double-posted payments and write-offs. The system also self-heals any incorrect credits left by earlier processing, leaving genuine payments available to be allocated correctly.

Improved automatic matching of incoming remittance payments to the correct patient by also comparing first names, which prevents allocations from landing on the wrong patient when two patients share a last name. Payments now also prefer the currently active claim-linked service.

The ERA list now includes a search bar that instantly filters remittances by check number, ERA ID, or payment amount, making it faster to locate a specific payment.

Improved the process for importing and applying Electronic Remittance Advice files from the clearinghouse. Practices with multiple billing accounts can now manage ERAs across all accounts from a single view.

The insurance payment allocation screen has been updated with a cleaner layout, improved adjustment tracking, and more reliable save behavior, making it easier to apply and reconcile payer payments against claim balances.

Patient billing statements have been updated with layout and content improvements, including enhanced email statement templates for improved presentation when sending statements directly to patients.