
PIM 2.130
7.1.26Claims Management
There are new setting when submitting or downloading claims:
- When Submitting Claims
- There is a new option to choose “All Payer Types”. This will eliminate the need to submit claims for each payer type separately.
- There is no longer the need to choose EMC or PRINT as all claims will be submitted in EMC format. The clearing house no longer accepts print claims.
- When Downloading claims
- Same as Submitting, there is a new option to choose “All Payer Types”
Reports V2
The service that powers reports has been enhanced, allowing them to run more efficiently and deliver results faster via the Reports v2 . Report contents remain unchanged.
- When Submitting Claims
PIM 2.129 / CTM 2.65
6.23.26IDG Meetings
There’s a new workflow for creating the IDG Document. When opening a patient from the IDG drawer, the IDG document will no longer display automatically. Instead, you’ll see the widgets that previously appeared within the document. The IDG document itself is now generated after clicking Review Complete, and will be available in the patient’s SmartChart IDG widget.
Claims Management
Secondary Carriers
Billing secondary carriers is now easier. A new “Bill Remaining” option is available in the claims gear dropdown for non-Medicare claims in PAID, DENIED, or MINPAY status, regardless of balance. To use it, the patient must have:
- -An active secondary carrier listed on their Insurance tab, and
- -An adjustment already made to the primary claim
Claim Errors Drawer
A new Month column has been added, making it easier to identify the oldest claim month affected by each error.
Other Improvements & Fixes
- DocLink: Added a Worker Name column to the Review tab.
- Prior Authorizations: Fixed a display bug in the Prior Authorization widget.
- DMS: Fixed an issue causing users to be logged out when accessing the Attachments tab on an iPad.Note: Pop-ups must be enabled in your device settings for all hamburger menu options to function correctly.
- Program Themes:SmartChart themes are now available throughout the entire program. The theme switcher icon now appears at the top of the patient listing drawer handle.
