Office Therapy

• Fixes
  1. Insurance Filing History - the Filed On Date was showing the same date as the Transaction Date after adding options to display Filed to Primary and Filed to Secondary Dates added to the view. You can replace Filed On with Filed to Primary, though the Filed On Date has been fixed to show the correct date.
  2. Runtime error when opening Office Therapy. This was due to opening Office Therapy after closing the application in a position off the screen or too far from the top or left.
  3. Statements or Bills were not showing a 0.00 for $0 charges, but instead were not showing anything for the amount.
  4. Error generating Legacy, Overdue Insurance Payment Report when filtering (excluding) specific insurance companies.
  5. When adding a diagnosis for a client, if you enter an ICD-10 Code and press Enter, the diagnosis is saved but without the corresponding old ICD-9 code. The Enter key does not save and close the screen anymore. A diagnosis added in this way also caused the Claims Manager to fail to recognize there was a diagnosis for the client.
  6. Months without Pay column on Client List not calculating correctly. This has been corrected, and now you can see months without payment for clients and for insurance - columns can be added for each.
  7. Optional message when generating statements/bills allows more text that is allowed in database.
  8. Under Maintain Electronic Filing setup, when filing with Trizetto, a phone number is required for the Submitter EDI Contact Information. This field now requires a phone number (numeric only) when the EDI Contact type is a phone, and if an email, must be formatted as an email address.
  9. When adding a Group Appointment the CPT or Service drop-down and Provider drop-down does not auto-search as you type. Also, tab order was incorrect.
  10. Quick Bill Advanced processing prints blank pages when run after the billing period date. This was due to using the current date as end of billing period rather than the end of month billing date.
  11. When entering a value for box 33b Office Therapy is pulling in 24J shaded, should only be pulling 33b and 24J shaded should be left blank. To correct this, you can enter the value of 24j in the 33b box and then enter a Secondary ID and Secondary ID Type (If needed) on the main Insurance company tab, or on the E-File tab (if displayed).
  12. Obsolete Paper or Filing formats (e.g. NSF) removed from database. If you have any Insurance Companies set for these you will need to reset to current Paper format option or set for electronic filing. NSF is no longer supported.
  13. Provider License which can be multi-line is not doing more than 2 lines of text. It now allows up to three to be displayed.
  14. Next Appointment Date on Encounter slip not formatting correctly. This was fixed to show the date/time is there is a future appointment, or a field for entering the next date by specific date or number or weeks, months.
  15. When "Leave Blank" is selected for box 24J, the NPI is still printed on the claim.
  16. "Invalid distribution" message under certain conditions where using % Due and the percentage is a decimal.
  17. Under certain conditions when entering a payment from one party and allocating it against another party who was responsible, the Payment Method was not being saved. When opening and trying to change it, the payment method is locked (by design).
  18. The Insurance Filing History view was showing all charges for clients with insurance even where a claim was not filed (though entering an empty date for date filed). This occurred after columns to differentiate dates when filed to primary and to secondary. This view will now only show where insurance has been filed and will show when last filed to primary and to secondary.
  19. When entering a diagnosis for a client using the ICD-9 code and pressing tab or enter, if there were multiple ICD-10 choices, the one selected would not populate.
  20. The Standard, default column list for Insurance Filing list now uses the new Filed on Primary and Filed on Secondary columns in place of the old Filed On column. (You can change any user-defined lists for Insurance Filing to use these columns in place of the Filed On column.)
  21. Message concerning the change from 4010 to 5010 no longer displayed when first using Office Therapy. This message is no longer needed.
  
  
  
• Enhancements
  1. Appointment alerts added. Right-click a client and select Alerts. You can enter an alert to trigger when adding an appointment and setting a client to arrived status. A popup alert is called for each event.
  2. Inactive providers no longer appear in list on calendar. See Preferences...Customize...Hide Inactive Providers under Calendar setting.
  3. Charge screen now shows diagnosis on main tab making it easier to select relevant diagnoses and reducing chance of diagnosis not being selected.
     

Office Therapy

• Fixes
  1. Report Essentials Daily Charges Summary By Provider Report updated to now include transactions that are billed. The old report didn't include billed charges. 2. DailyPaymentsSummaryByProviderByTransReport now includes refunds with the reports. This report should match up with the provider earnings detail for payments and refunds.
  2. Report Essentials Daily Payments Summary By Provider By TransReport now includes refunds with the reports. This report should match up with the provider earnings detail for payments and refunds.
  3. When printing paper claims, if the box 29 option (found on Insurance Company setup, HCFA details tab) is set to "Leave Blank", the produced claim form has "0.00" in box 29. This user is getting those claims rejected, because Medicaid wants the box completely blank.

Office Therapy

• Fixes
  1. Facesheet corrected to include ICD10 codes.
  2. CLIA number added to company profile and 837 processing.
  3. Issue creating new provider password when new providers syncronized to QuicDoc.
  4. Fixed Invalid Provider ID issue while processing remits.
  5. Walkout state generating estatement file. It should not generate a file.

Office Therapy

• Fixes
  1. ICD 10's not showing up on encounter slips.
  2. Added Unallocated Amount column to default fields in list for Client Transaction.
  3. Do not call in the Client setup is now changed to do not contact. If the Do not contact is checked, then Phone, Text, and email are unchecked. If phone, text, or email are checked then Do not contact is unchecked.
  4. Fixed issue with unallocated balances not being applied correctly. A new "Allocation Flag" field is now available in the list of fields available to add as a column to the ledger.
  5. Fixed issue with claims manager producing additional claim for the same date of service on ICD10 files when primary and secondary insurances were setup for a client.
  6. Turn off Medicaid restriction on Client-->Insurance-->Additional details button.
  7. Added the payment date for the pending credit card transaction report.

Office Therapy

• Fixes
  1. Fixed issue with ICD 9 claims for same patients. Claims were not batched together on same claim. Instead of a new claim was being created causing rejections.
  2. Fixed issue with power charging group appointments using ICD 10 codes.
  3. Fixed issue with Superbill showing ICD 9 codes instead of ICD 10.
  4. Fixed issue with creating a payment and using apply credits. If you enter an amount and don't tab or move out of the cell and click ok, the amount will not be deducted from any unallocated balances.
     

Office Therapy

• Enhancements/Changes
1. Added option for Advanced Quick Bill to the clients menu to run bills for all clients that have had any charges, payments, or a balance since their last bill cycle.
   
   
• Fixes
  1. Cell phone syncronization from Office Therapy fixed.
     
     

Office Therapy

• Enhancements/Changes
1. Help menu now includes a link for Remote Support.
   
   
• Fixes
  1. Tiered Earnings Report now includes calculation for provider earnings for date range selected instead of YTD calculation.
  2. Active Status not updated in QuicDoc when selecting from the main client grid.
  3. Same day DOS claims are being thrown on seperate transactions for the same client (ICD10).
  4. Cell phone numbers should now be synchronized between OT and QD.
     
     

Office Therapy

• Enhancements/Changes
1. eStatements and paper statements now pulling in ICD10 codes.
2. You can now use ICD 10 codes in the main client screen as part of the Diagnosis column.
   
   

Office Therapy

• Enhancements/Changes
1. Update Standard Diagnosis screen to allow for crosswalk of DSM Codes to ICD 10. If there are multiple ICD 10 matches then present the user with a screen to convert the codes.
2. File Insurance 4010 turned off as it will not send ICD 10 codes.
3. Remove Add standard charges from Claims Manager ERA's.
4. Old 4010 fields removed from Provider-->HCFA details screen (31, 33, and 33a) labels and textboxes.
5. ICD 10 Exceptions Report added to aid in ICD 10 migrations.  This is a list of active clients without an ICD 10 diagnosis or do not have a diagnosis.
6. If ICD10 block contains data, then the old DSM codes from standard charge screen are invisible.  A button is available to show the codes again.
   
   
• Fixes
1. Tiered Earning Report calculations for multiple tiers fixed.
2. When producing an ICD-10 batch of 837 claims using ICD-10 mode, if a client has more than 4 ICD-10 code, the generated claim correctly uses the ABK code for the primary code, but for any additional codes, Claims Manager will incorrectly use a BF code when it should be ABF for ICD-10.  This issue has been resolved.
3. Onset illness Box 14 date fixed.
   
   

Office Therapy

• Enhancements/Changes
1. ICD 10 Date flip for 2015. In the Preferences-->Customize-->Administrative settings, the ICD 10 checkbox will be enabled when the system date is >= 10/1/2015.
2. Claims Manager ICD tab now selects ICD radio button on or after 10/1/15 by default.
3. User changes now added to the audit log automatically regardless if the audit log is on or off.
4. Claims Manager ICD tab now selects ICD radio button on or after 10/1/15 by default.
5. Seperate bills can now be generated to individual PDF files for each customer.
6. Added Top 25 diagnosis reports to the Reporting menu.
   
   
• Fixes
1. Tif viewer in the cloud changed to use the OS phto viewer for printing instead of the OT Forms based version.  This fixes a problem with printing in the cloud.
2. Reszing of main window fixed. When you click to restore the window it minimized down and had to be resized again.
3. eStatements FTP password updated to pull from FTP Username and FTP password instead of GEDI User/Pass
4. When changing provider fee and fee reduction values in ledger, percentage based values would not change to reflect the correct balance.
5. Fix for ensuring unallocated balances are calculated correctly. When using the enter key, or clicking on ok to apply credits, the totals would not calculate at the bottom.
6. Onset of Current Illness or Symptom Date cannot be a future date and therefore will not be automatically populated when a client is added to Office Therapy.  This reduces the number of claims rejections.
7. Standard charge fixed amounts not calculating correctly.
   
   

Office Therapy

• Enhancements/Changes
1. Added Diagnostic Codes to eStatements. The new DiagCodes section will hold up to 12 codes.
2. OTMessanger is now always available under the Activities menu. 
3. Allow OTMessanger to do CC and BCC.
4. Update Insurance Filing History to pull from 5010 information.
5. Added Top 25 diagnosis reports to the Reporting menu.
   
   
• Fixes
1. Updated browser control to help fix internet explorer scripting errors in the cloud.
2. ICD 10 functionality on recurring calendar scheduled appointments fixed.  This was pulling old DSM codes.
   
   

Office Therapy

• Enhancements/Changes
1. Office Therapy is ready for ICD 10 BETA testing with Gateway customers.  Please contact sales to get activated for ICD10 mode.
2. You can now switch from ICD9 to ICD10 mode in claims manager for submitting 837 claims.  Insurance companies will may not be able to handle ICD10 processing on 10/1/2015, so we allow you to select which mode to submit claims when you batch your claims.
3. You'll be able to finish batching your old claims separately from the ICD 10 claims to allow for a clean transition to ICD10.
4. Gender is only sent over to QuicDoc when adding of a new client.
5. Procedure codes are now sent to Trizetto in eStatements.   Note: Trizetto still has their end in development for printing the procedure codes on the statements.
   
   
• Fixes
1. Issue with bill printing where ledger balances were not matching up with printed bills. If you pull up a client and check the "Also print "charges only" bill?" It would calculate amount owed by client on the bill when running printed statements. This was corrected.
2. Special characters such as ' and & were not processing correctly in eStatements. This has now been fixed.
3. Issue with some charges containing a fixed amount and a percentage due. Root cause was that CM was not removing the % due when viewing a charge and updating the fixed amount. The fixed amount would be posted, but the percentage within the charge would not be removed which caused totals to incorrectly calculate.
   
   

Office Therapy

• Enhancements/Changes
1. Printed 02/12 Paper claims can now be sorted by Payer or Patient
2. Users have the ability to generate electronic states via Trizetto.  This requires contacting Trizetto.
3. When processing ERA's, you will now see new checkboxes for Warnings and Alerts.  This allows the user to process filter out ERA's that have Warnings or Alerts.
   
   
• Fixes
1. When printing future appointments, no time is specified.  This was corrected
2. Nullable object must have a value when running claims.  Some claims had a charge, but the client did not have a standard diagnoses.  Users will now be prompted with the clients that have diagnosis issues instead of the claims failing.
3. When processing ERA's, any claims that do not have control # will not be processed in claims manager.  Even though they show up in the list, they are filtered out when processing claims.  These have to be processed manually.
4. Electronic setup now automatically prompts user to create the 837 directory if it does not exist.
    

Office Therapy

• Fixes
1. Fixed Bad File Error when trying to produce bills.
2. Fixed issue with the database updater which kept prompting users to update the database and would not launch OT.
   
   

Office Therapy

• Enhancements/Changes
1. Claims Manager was updated to let the user know if there is a diagnoses identified on a charge that is missing client diagnoses. This functions the same way as they do for electronic claims. The claims “scrubber” will trigger when no diagnosis exists at all, or when a DSM-4 exists but no ICD-9 (legacy) exists.
2. Added new fields to prepare for electronic billing/E-statements.
3. Added Remit To information on Administration-->Maintain Company Information-->Billing Information tab for future electronic statements. The following fields were added: 
   address 1
   address 2 
   city
   state 
   zip 
   billing phone
   

• Fixes
1. Claims were being rejected because there was a period in the HCFA 1500 02/12 for diagnoses codes in block 21. The period is removed for all ICD codes in box 21.
2. Onset Date Qualifier was corrected to allow a value of 484. Box 14 and 15 were corrected as they would not save blank values if nothing was selected in the combo boxes.
3. OTUpdater now correctly displays Old and new versions of the database on the Updater screen.
4. Fixed issue when trying to reproduce electronic claims.
   
   

Office Therapy

• Enhancements/Changes
1. Added ability to modify/add new ICD9/10 codes. View-->Diagnoses Codes--> Legacy ICD-9/DSM-IV Codes & ICD 10 Codes.

• Fixes
1. Fixed Type Mismatch Error in Standard Charges when entering non numeric values in the grid.
2. Fixed issue when trying to adjust the check box in box 10, “The value cannot be saved because the data to be saved in FormItemName exceeds the limit of 50 characters.”
   
   

Office Therapy

• Enhancements/Changes
1. Added ICD Code 300.3 Obsessive Compulsive Disorder to New ICD Listing
   

• Fixes
1. Standard Charges Totals did not refresh when entering a new standard charge or changing the standard charge.
2. Auto Update – the auto update feature is now enabled for updates or service packs after this update version.
   
   

Office Therapy

• Enhancements/Changes
1. Added the ability to print existing charges to the old HCFA 1500 08/05 or 02/12 format.  Current and new charges can still be printed on the 08/05 forms.  Check with your payer to see if they accept the new 02/12 forms.
2. New ICD9/10 conversion tool to help convert ICD 9 codes to ICD 10. See Client… Diagnosis... Add or Modify
3. Added ability to store 12 ICD-10 diagnosis codes per client on Client…Diagnosis
4. New nudge/alignment tool that allows positioning and saving of each field on the HCFA 1500 02/12 form.
5. New Claims Code (10d) added to charge screen for the 02/12 form.
6. New Other Claim ID (11b) added to charge screen for the 02/12 form.
7. New qualifiers for box 14, 15, and 17 on Client…HCFA/837 Details added to client screen for the 02/12 form.
8. New free form qualifier added for box 19 on Client…HCFA/837 Details added to client screen for the 02/12 form.
9. Claims Manager now sorts by insurance company for 02/12 paper claims.

Office Therapy

• Enhancements/Changes
1. Added preference to Hide 4010 Claim Filing menu option and task pane link (for customers using 5010). See Preferences...Options...Administrative tab.
   Also, on Company Info, if Hide 4010 is True, hide Use Company Information for the 837 Pay To Address checkbox and label stating "(This setting only applies to 4010 claims)"; On Company Info, if you check "Allow 4010" and Hide 4010 preference is True, it will change preference to False. On Provider Setup, if Hide 4010 is True, hide fields pertaining to 4010 on HCFA Details tab.
2. Hide E-File tab on Insurance Setup. Moved Activate Electronic Filing, Filing Format, and National Payer ID to first tab of the Insurance setup and removed e-File tab since other indicators now obsolete. Can be re-activated if necessary by DTI Support.
3. Hide E-File tab on Provider Setup. Moved Activate Electronic Filing for Provider and Taxonomy Code to first tab of the Provider setup and removed e-File tab since other indicators now obsolete. Can be re-activated if necessary by DTI Support.
4. Hide E-File tab on Client Setup. Information now obsolete. Can be re-activated if necessary by DTI Support.
5. Added a field under Company setup for Company Taxonomy for payers who need the company taxonomy and provider taxonomy in separate loops of the claim. Also requires checking value under the Insurance Company setup to use both codes. Required in some states where Medicaid requires company taxonomy in loop 2000a)
6. Preference added to suppress Check for Updates (see Preferences..Options)
7. Added fields in Referrals for Taxonomy, IDs and ID Types. OT now uses Referrals list, where referral is a Physician, to select Referring M.D. under HCFA Details. It will auto-populate Taxonomy and IDs where entered.
8. Walkout Statement which included option to print date of next appointment now also shows time.
9. User Fields on Client Setup, Client Transactions Setup screens is now on one column. If number of fields is higher than screen height you can scroll vertically to view them. In previous versions, if more than 10 fields, they were arranged in 2 columns limiting view of the data entry.
10. General clean up and UI changes
• Fixes
1. Not saving logo/image for Company
2. When doing Aging Report, report showed All clients even though option selected to show Active Clients Only.
3. When charging an appointment for a client with no diagnosis, Office Therapy sometimes inserted the diagnosis of the last entered client. (even though the diagnosis was not associated with the client with no diagnosis, was not saved nor was sent with a claim.)
4. Error when clicking button to access scanning interface.
5. Claim not showing Middle Initial of Client in Client loop when subscriber of Insurance not the client.
6. Claims being generated for Clients with no diagnosis even though prompt states they will not be generated.
7. Insurance address prints to HCFA 1500 even though checkbox to not print Insurance address on HCFA1500 is selected.
8. Dash removed from zip code when zip +4 on HCFA-1500 causing rejections from some insurance payers
9. You can enter more than 50 characters for field name for user fields, but it results in an error.
10. Claims Manager - When processing ERAs, if the ERA and Charge do not reconcile and you need to modify the charge information, the information grid automatically refreshes after saving the updated charge information and returning to the information grid. Also, when modifying the charge, the Amount field is fixed to allow only numeric data and the charge distribution grid has been modified to display 2 decimal current when in edit mode (When clicking in grid to edit an amount, the amount displayed as $20.0000 instead of $20.00)
11. Dates of Service were being printed on CMS-1500 in order of entry rather than sorted by Date of Service.
12. Not auto-filling charge distribution information for a non-standard charge when Charging an appointment from the calendar

Office Therapy

• Fixes
1. Shortcut icon for Office Therapy not showing properly.
   
   

Claims Manager

• Fixes
1. When printing the 5010 HCFA Form, the birth dates in boxes 3, 9b and 11a will be in the MM/DD/YYYY format.
   
   

Claims Manager

• Fixes
1. When printing the 5010 HCFA Form, some of the dates were using the MM/DD/YYYY format. I have corrected the form to show all dates in the MM/DD/YY format.
2. The claims manager error checker used to stop a claim from being added to the electronic claim if there were issues with the date of birth, zip code, illness onset date or claim file indicator. This has been changed. The claims will still be included in the electronic claims but the provider will receive a message that the claims may be rejected because of missing/incomplete information. When receiving any error checker messages, we recommend correcting the issues and re-processing the claims before submitting them.
   
   

Claims Manager

• Fixes
1. When filing an electronic claim with a subscriber other than the client, the electronic file may have been missing information. This has been fixed.
   
   

Claims Manager

• Fixes
1. When using a Party as the subscriber for a client that has a DIFFERENT address entered in the party setup, the complete address/city/state/ZIP does not print on the HCFA paper claims. This has been fixed.
2. Box 20 is not being checked "No" on the HCFA forms. This has been fixed.
3. "Full Time Student" is not being checked on the HCFA forms despite having entered it in the client setup. This has been fixed.
4. If the "scrubber" utility designated an issue with a claim it would still be included in the electronic claims with data missing. This has been fixed.
5. The ERA payments were using the overridden provider name (if applicable) as the provider for the payment. The rendering provider will now be the associated provider name on the ERA payment.
   
   

Claims Manager

• Fixes
1. If the provider address was long, it may have been getting cut off in box 33 of the paper claims. The box has been made larger to allow an increased number of address characters to print on the HCFA 1500 form.
2. The 24H value was not printing on the paper claims. This has been fixed.
   
   

OfficeTherapy

• Fixes
1. When providers, using a 64 bit operating system, tried to scan client documents in Office Therapy the program would immediately close. This has been fixed.

Claims Manager

• Fixes
1. On the paper claims, if a provider selected to use custom billing address information, the phone number in box 33 was not being populated properly. This has been fixed.
2. On the electronic claims, the hospice indicator wouldn't print if there was more than one procedure code modifier used. This has been fixed.
   
   

OfficeTherapy

• Fixes
1. An object not set error could be seen if the company information was saved without the company name being filled in. This has been fixed. The company name is still required.
   

Claims Manager

• Fixes
1. Secondary paper claims wouldn't allow the group secondary ID to be listed in box 33b of the HCFA 1500 form. This has been fixed. To show a group secondary ID, go to the insurance company's information-E-File tab and put information in the secondary id and secondary id type boxes.
2. The date of birth was mandatory during the data validation checks. This has been changed to recommend. The program will warn the provider of a missing date of birth, however, it will still process the claim.
3. The secondary insurance claims wouldn't automatically show in the grid unless the "include charges that were already marked as filed" box was checked. This has been corrected.
   
   
• Enhancements
1. A button has been added to the claim processing results page. If any errors were encountered when producing the electronic claims, the "Show Error Report" button will list the errors and the clients affected.
2. If a claim is unable to be processed because of a missing date of birth, the log will now indicate whose date of birth is missing as well as the client name.
   

CPT Manager

• Enhancements
1. The Add CPT code function would only add the charge types for new procedure codes. The charge types can now be added at any time.
2. The CPT Manager help files have been added to the application.
   
   

OfficeTherapy

• Enhancements
1. Three daily reports were added to Report Essentials. Two daily payment reports were added. One report is run by the transaction date and the other is run by the entry date. The third report is a daily charges summary report. All three reports can be found in Report Essentials under the "Daily Entry Reports" folder.
   

Claims Manager

• Fixes
1. Claims Manager required an illness onset date as a part of a data validation check. Since this segment is situational, the program has been changed to only evaluate the date if it is filled in. The onset date is no longer required. However, if it is available, it will be compared to the date of service for a validity check as the onset date must be on or before the date of service.
   
   
• Enhancements
1. On the "Process ERA Payments" screen a drop-down box for payment method was added. The drop-down list automatically searches for 'EFT'. If it's not found, it will default to the first item in the list. Once the "Process Payments" button is selected, this payment method will populate the drop-down list on the payment screen in Office Therapy.

CPT Manager

• Enhancements
1. The "Adjust Appointment Charges" utility has been added. This utility is used to update appointment charge types. On 1/1/2013 new CPT codes will need to be used. Any recurring appointments may still have the retired CPT codes. Use this utility to update the appointment CPT codes.
   
   

OfficeTherapy

• Fixes
1. If you switched the calendar view to "week" and then went to another part of the program, the "day" view would be showing again when you returned to the calendar. Once you select the "week" view the calendar will remember for that session.
2. After making a payment, Office Therapy would ask to file the secondary insurance claim (if applicable). If 'Yes' is selected the program would take the provider to the 4010 claims filing process. This has been removed from the program. To file secondary claims, open the Claims Manager and search for open secondary insurance claims.
   
   
• Enhancements
1. A link has been added to the CPT Manager application. This application will be used to update CPT codes and standard charges.
2. A validation check has been added to the charges screen to validate CPT code filing. When you press "OK" to add a charge for the client, the program will check to see if the CPT Code is valid for that date of service. If it is not, it will not allow the provider to add the charge.
3. The effective date and expiration date fields have been added to the procedure code screen. This information is used in the CPT validation check of the charges screen.
4. A 5010 Insurance filing history report has been added to Report Essentials.
5. A deceased flag has been added to the client screen.
6. The Charge Type has been added to the Client Information table on the calendar.
7. The help files have been updated.
   
   
• Information
1. The e-prescribing functionality has been removed from the program.
2. By default, 4010 claims processing has been disabled. To enable, go to File-Administration-Maintain Company Information and select the "Allow 4010 processing" item.

Claims Manager

• Fixes
1. The Claims Manager claims log report wouldn't show any paper claims records if there were no electronic claims. This has been fixed.
2. Office Therapy allows the group name of the insurance company to be 60 characters. Claims Manager only allows 50. If a group name is more than 50 characters it will be truncated in the electronic filing.
3. When searching for the unfiled secondary insurance claims, the Claims Manager would show all secondary claims. This has been fixed.
   
   
• Enhancements
1. Added 5010 electronic remittance advice (ERA) processing. In order to use this functionality, the electronic claim (837 file) must be generated from the ClaimsManager in 5010 format.
2. Added additional electronic claims validation checking. When processing electronic claims, the program will now check for the required fields: Diagnosis, Provider NPI, Rendering Provider Name, Rendering Provider Tax ID, Rendering Provider Address, a 9-digit Provider Billing Zip Code, Client Date of Birth, a Claim Filing Indicator and the Benefit Assignment Certification Indicator. Claims Manager will also check to make sure the illness onset date is on or before the client's date of service.
3. A button has been added on the main menu for the help files. The files can also be accessed by pressing the 'F1' key.
   
   

ClaimsManager

• Fixes
1. An error would appear when trying to file 4010 claims. This has been corrected.
   
   

ClaimsManager

• Fixes
1. The subscriber middle initial and suffix (if available) were not being sent in the electronic claims files. This has been corrected. 
   
   

Claims Manager

• Fixes
1. An object reference not set to an instance of an object error was produced when filing some claims. This has been corrected.

Office Therapy

• Fixes
1. The "My Fields" textboxes would overlap the command buttons if there were more than 10 fields defined. This has been corrected.
   
   

Claims Manager

• Enhancements
1. The hospice employee indicator loop has been added to the electronic claim files. In order for this loop to be included in the file, the insurance company name must be 'Medicare' and the procedure code modifier must be a 'GV' or 'GW'.
2. If a provider would like their credentials to show in box 31 of the 1500 paper claims, they can go into the Office Therapy Insurance Specific Provider Settings and use a custom billing name. This billing name will appear in box 31. To add the credentials, simply add the credentials after the last name in the custom name field.

Office Therapy

• Fixes
1. When a GEDI Password was filled out in Office Therapy, it would overwrite the FTP password. This has been corrected. You may need to re-save the FTP password.
2. If a user control name was long, the name would be truncated on the screen. That field has been widened.

• Enhancements
1. When accepting credit card payments there is an option to process the payment manually. If this is selected, a message box will appear to remind the provider that the credit card information will not be sent to the payment processing company and that the payment cannot be processed at a later time without re-entering the credit card information.
   
   

ClaimsManager

• Fixes
1. The company NPI would show in box 24J of the paper claim if the rendering provider was set up to file using the company (group) NPI. This has been fixed.
   
   

Claims Manager

• Fixes
1. If the rendering provider was overridden on a charge, and the claim was being submitted on paper, the NPI would show for the rendering provider instead of the billing provider (in box 24J). This has been fixed.

Office Therapy

• Fixes
1. When selecting the "Upload to Clearinghouse" button after processing a claim, the default folder of "/Claims" was used as the FTP folder at the Clearinghouse. Not all Clearinghouses use that folder for incoming FTP files. A textbox was added in Office Therapy under File-Administration-Maintain Electronic Filing Information named "FTP Remote Path" to set this value. The name of the FTP folder can be put here for the "Upload to Clearinghouse" button to use. The default value is "/Claims".

• Enhancements
1. On the insurance tab of the "Patient Setup" screen, you are able to activate and deactivate patient insurance companies. Functionality was added so that when an insurance company is deactivated for the client, the "File Claims" checkbox is unchecked. Conversely, if an insurance company is activated, the "File Claims" checkbox is checked.
   
   

Office Therapy

• Fixes
1. The desktop icon was changed to a default icon in version 10.0.33. This has been fixed. It may take a reboot of the computer to be able to see the reinstated icon.
   
   

Claims Manager

• Fixes
1. When filing secondary paper claims the amount paid box (box 29) was being rounded up to the nearest dollar. This has been fixed.
   
   

Office Therapy

• Fixes
1. An "invalid property array index" error could occur when trying to schedule a group appointment if the number of individuals in a group was less than the total number of groups. This has been fixed.
   
   

Claims Manager

• Fixes
1. When filing a claim for a client without an ICD 9 diagnosis code an error ("Object reference not set to an instance of an object.") would be triggered. ClaimsManager will now continue processing the claims that do have a diagnosis and then produce a list of clients that did not process because of the missing ICD 9 diagnosis. 

Office Therapy

• Fixes
1. When the Client ID column was added to the Client list an error would occur ("A column has been specified more than once in the order by list.") when trying to sort by the Client ID column. This has been fixed. 
   
   

Claims Manager

• Fixes
1. When filing a claim an error would occur if no Axis I DSM-IV Diagnosis was specified for the client. This has been fixed. 

Office Therapy

• Fixes
1. The cursor would sometimes freeze when entering the Group Name or Group Number on the insurance tab. This has been fixed.
2. When entering the standard charges for a client it was possible to get a "Either BOF or EOF is True" error. This has been fixed.
   
   
• Enhancements
1. The document template "Filename" and "Save Files" folder were very narrow, making a long file path difficult to read. The text boxes were widened.

Claims Manager

• Fixes
1. After a file is uploaded, the file is moved to an archive folder. Archive was misspelled. This has been fixed.
2. In some cases when claims were being submitted for a patient with multiple diagnoses, multiple providers and multiple dates of service the provider may have received a rejection because of a diagnosis pointer error. This has been fixed.
   
   
• Enhancements
1. A textbox has been added for the FTP port number. This will allow providers to upload to FTP sites not using the default FTP port number. 
   
   

• Fixes
1. Unpaid and overdue charges were not being shown in the claims manager when the "Show only unpaid and overdue charges" checkbox was checked. This has been fixed.
   
   

Claims Manager

• Fixes
1. Prior authorization numbers were not included in the service line level. This has been fixed.
2. In the electronic claims file, when multiple claims with different prior authorization numbers were being filed, only one authorization number was printing in the file. This has been fixed.
3. The icon for the "Review Acknowledgements" menu item has been changed.
   
   
• Enhancements
1. An additional claim identifier was added to the electronic claim files. This information was added to help providers track down specific claims in the acknowledgement file.
   
   

Office Therapy

• Fixes
1. Claim History tab on the Charge screen now indicated the dates the claim was produced and filed.
2. When printing a re-produced bill including super bill info, the Dx code is showing in the top right corner, but not in the bolded text in the center of the page. This is because the diagnosis codes shown on the top are DSM. And the ones in the lower section are ICD. It was confusing since both of these were labeled as "Diagnoses". This is fixed where now each one is labeled accordingly.
3. If Referring Provider is entered as Firstname<space>LastName, the Referring provider loop was not included in a 4010 claim.

Claims Manager

• Fixes
1. In the Claims Manager, if you check the "select all" check box and then deselect anything the Claims Manager will still process all of the claims listed.
2. Custom First and Last Name entered in the Billing Name section of Provider Payer Settings is incorrectly produced on an electronic claim.
3. Claims Manager errored out with "System.NullReference" errors when orphan distributions existed in the database.ex. The distribution exists but the policy to which it was applied had been deleted. Usually you will notice this on older charges.
4. A customer reported experiencing issues with Diagnosis Codes which had no printed on Paper Claims generated using Claims Manager. This problem only affected Diagnosis code that were 3 digits (without a second part).
   
   
• Enhancements
1. Three new fields on the Claims Log Report - Claim File Path, Claim Reference Number, and Ack Reference Number, will now help you easily track back to the exact claim file associated with the charges filed.
   
   

Claims Manager

• Fixes
1. For some users who were producing 4010 claims using OT 10, the Claims Manager would list the charges that were produced using 4010 and marked as filed.
   
   
• Enhancements
1. Ability to select individual charges for producing claims from the list of charges that appear in the Claims Manager. You can do this by checking or unchecking the checkbox next to the charge.
2. Added an easier way to reproduce a batch of charges without having to pull up each individual charge and mark it for resubmit. When selecting the criteria for listing the charges, on the Advanced tab, check the box that says "Include charges that were already marked as filed". The list will now include filed as well as unfiled charges based on the other criteria thats selected.
   
   

Claims Manager

• Fixes
1. Extra diagnosis codes were wrongly added in box 21 of certain paper claims.This usually occured when the claim batch included patients with more than one diagnosis codes. This is fixed. Note that this issue was in the CMS form data layout module and only affects the paper claims. In order to regenerate any older paper claims you do not have to reproduce a batch instead go to Claims History screen, pick the date the batch was produced, and right click to "View/Print Claim". The new CMS forms produced will have the correct data laid out to be printed.
2. Allow free-typing date into the date field on the Claims History screen.
   
   

Claims Manager

• Fixes
1. If Facility City, State, and Zip information was entered in the "Address 2" field instead of the "City,State-Zip" field the electronic and paper claims produced would not have the facility City,State, and Zip information. This caused Facility Loop related rejections. This is now fixed to where Facility City,State, and Zip information will be correctly extracted irrespective of which field its entered in.
   
   

Office Therapy

• Fixes
1. The setting "Use Company Information for 837 Pay-To Address" the Company Information was visible in OT9 but not in OT10. This is fixed. Note: this setting only applies to 4010.
2. Under "Provide Specific Insurance Settings" the Pay-To Phone box had always appeared as disabled. This is removed since there is no relevant field for this on an electronic claim.

Claims Manager

• Fixes
1. Custom Pay-To address information entered under "Provider Specific Insurance Settings" was not being produced on the electronic claims.
   
   

Office Therapy

• Fixes
1. "Patient Signature Source Code" which was unavailable for editing is now available in the grid on the Client Setup > EFile tab. 
   Note: that this code has had a major change between 4010 and 5010. In 4010, this code could possibly have one of several values- B,C,M,P or S. In 5010, this code can only have one value, P, to indicate when signature was executed on the patient’s behalf. So to capture this, in addition to the being able to enter the value on the grid, we also have a checkbox on the Client Insurance>HCFA Details form called "Provider Signed On Patients Behalf". Checking this box will set the "Patient Signature Status Code" to a value P.
2. Grid related to EFile on the Client Setup and Insurance Setup now clearly indicate the fields that affect only 4010 claims. Ex. under Insurance Company Setup>EFile the value assigned to "837-Set 2010AA to Individual" affects only 4010 claims.
3. Charges marked as filed using the File Insurance(4010) module would still appear listed under the 5010 Claims Manager.
   
   

Office Therapy

• Fixes
1. The issue with the * in the ledger to indicate if a charge is filed is now fixed. Please note that with this update all your past (since upgrading to version 10) charges that were filed will be automatically marked in the ledger accordingly. You do not need to refile your claims.
2. In an Office Therapy integrated with QuicDoc, when a new provider is added in OT, a user is created in QD. This breaks in a user based licensing environment. Additionally, even if this newly created QD user was to be marked as inactive after the initial creation, the next time changes are made to providers profile in Office Therapy, the corresponding QD user profile gets reactivated thus breaking licensing again. This is fixed where now when a provider is added to Office Therapy, if there are no user licenses available in corresponding QuicDoc, the QD user profile created will be marked as inactive.
3. On the Provider>HCFA Details screen the box "33a.Organization NPI" was marked as disabled. This is now enabled. However note that this applies only to 4010.
   
   
• Enhancements
1. When new providers were setup in Office Therapy, no default settings were added under the HCFA Details>Insurance Specific Provider Settings. If left as is, this would sometimes produce "System.NullReference" errors when trying to file claims for that provider due to lack of billing and payto infomation for that provider. So now when a new provider is added, a default entry is created under the HCFA Details>Insurance Specific Provider Settings for "All Insurances" where the Billing and PayTo information defaults to provider info.
   

Claims Manager

• Fixes
1. Paper claim(HCFA 1500) form alignment was off.
   
   
• Enhancements
1. Added a section at the bottom of the Claims Manager that says "Do you want to apply any special criteria before producing your claims?". In this section you will find two new options.
• First, is the ability to exclude carriage returns from your electronic claim file. This was included to accomodate the requirement of certain insurance company.
• Second, is the ability to set the Claim Frequency Code Type (Original, Corrected, Void or Replacement) and Original Claim Reference Number when refiling claims.
  
  

Claims Manager

• Fixes
1. When filing paper claims, the service facility location (box 32) would cut off the street name when using the company address.
   
   

Claims Manager

• Enhancements
1. A check box was added to the Claims Manager that will allow electronic files to be created without carriage returns.
   
   

Claims Manager

• Fixes
1. Claims were being rejected when facility information for a location different than the provider's billing address was supplied without an NPI.
   
   

Claims Manager

• Fixes
1. An error could occur when processing claims if the provider had information stored in the "Provider Secondary ID- Electronic Claim" fields.
   
   

Claims Manager

• Fixes
1. When viewing the claim history, the service date (under service line details) was showing the month as "00".
   
   

Claims Manager

• Fixes
1. A NullReferenceException error may have occurred when a provider designated specific insurance companies within the "insurance specific provider settings". This error did not occur if the provider used the "All" setting.
   
   

Office Therapy

• Fixes
1. The application was unable to run on a virtual machine.

Claims Manager

• Fixes
1. In the claims manager an error occurred (specified cast is not valid) when the insurance company HCFA field override was set to blank on a date field (9a or 11a).
2. Error producing paper claims for clients with charges that had more than two diagnosis code pointers. The error description is "An error occured updating entries...String or Binary Data would be truncated". This error was due to an insufficient field size in the database.
3. Error producing paper claims for clients with managed care contracts. The error description is: System.NullReferenceException object reference not set to an instance of an object at....GetAssociatedCharges.
   
   

Claims Manager

• Fixes
1. After downloading 10.0.11 version 5010 claims being produced with blank service facility info.
   
   

Office Therapy

• Enhancements
1. The status bar at the bottom now indicates the name of the database that the user is connected to.
2. OfficeTherapy program can now accept the server and database name as parameterd. This means multi-database users can now switch between databases easily using desktop shortcuts with server and database information being passed as parameters.

Claims Manager

• Fixes
1. Reports indicated that Service Facility Loop was not included on claims.
2. For charge types erroneously setup to be filed for insurance inspite of having no corresponding procedure code the program would error out.This is fixed to where if there is no procedure code the charge still appears on the claim.
   
   

Office Therapy

• Fixes
1. Auto update feature is available in Office Therapy again.
2. Customers reported issues using the prescription system.
   
   
• Enhancements
1. Under Provider>HCFA Details screen the textboxes that were diabled(greyed out) have now been enabled again to provide the ability to the end user to make edits to the data if needed.
2. Added labels on Company Info and Insurance>HCFA Details screen to indicate 4010 specific fields.

Claims Manager

• Fixes
1. Customers were experiencing issues adjusting margins when printing Paper Claims.
   
   

Office Therapy

• Fixes
1. Claims Rejections for Loop 2300-CLM08 containing an invalid value of 1 or 0. This was caused due to a bug in the Benefit Assignemnt Code Indicator.
2. The auto update failed for Customers using Windows XP Home Edition with a error saying "Windows cannot find taskill.exe". Additionally ,Windows XP Home Edition users will have to ensure ClaimsManager program is closed before they run the update.
3. Error updating database from OT9 to OT10.Eror description "Runtime error. DF__ClinetIns_CPolA_2BC9F7C is not a constarint. Could not drop constraint."

Claims Manager

• Fixes
1. Error producing paper claims for clients with employment status of "Full Time Student" or "Part Time Student". The error description is "An error occured updating entries...String or Binary Data would be truncated". This error was due to an insufficient field size in the database.
   
   

Claims Manager

• Fixes
1. When printing paper claims the Preview screen does not allow printer selection.
   
   
• Enhancements
1. Added an option on the Advanced tab of Claims Search to "Show only charges that have a insurance distribution i.e. Exclude charges with zero distributions to insurance"
2. Enhanced Print Preview screen to only show relevant options
3. Updated "FTP Credentials Missing" message to indicate that in case of lack of FTP credentials users can continue to submit claims just as they did 4010

Office Therapy (10.0.7)

• Enhancements
1. The tool bar buttons have been changed to clearly indicate the formats.'Claim Manager(5010)' is to be used for filing claims in 5010 format vs 'File Insurance(4010)' is to be used for filing claims in 4010 format

• Fixes
1. Fixed errors in the prescription entry system.

Claims Manager (1.0.7.0)

• Fixes
1. Null object error produced when if no was diagnosis exists for a client.
   
   

Office Therapy (10.0.6)

• Enhancements
1. Auto update feature is now a part of Office Therapy.
2. The transition report screen is moved to after the login screen.

Claims Manager (1.0.6.0)

• Fixes
1. Claim errors out with "Nullable Object must have value" error if "Patients Current Condition Related To" is set  under Patient > Insurance Policy> HCFA/837 Details screen but Current Illness Date has no value
2. Diagnosis pointers pointing to non-existent diagnosis due to orphan records created when people delete diagnosis
3. Billing Service TaxIDType indicator (EI vs SSN) were being wrongly swapped
   
   
• Enhancements
1. Auto update feature is discontinues in ClaimsManager and is instead moved to Office Therapy. The autoupdate will update both the programs

Office Therapy

• Fixes
1. Tiered earning report not displayed for providers
2. Runtime Error-Invalid Property value on Company Info

Claims Manager 10.0.5

• Fixes
1. Added ability to generate a Claim Log Report at the end of Claims Processing.This report will provide a log of all the claims that have been produced
2. Added ability to list only Active clients for selection on the Claims Search screen under the Clients tab
3. Program would error if a Client had Secondary ID info setup for the Referring Provider

Claims Manager 1.0.0.4

• Fixes
1. Program would error if Diagnosis Code was missing on a client
2. Program would error if ISA-GS information was not custom entered
3. Program would error if Client had contracts
4. Program would error if user clicks upload to clearinghouse without having FTP info setup.This will now issue a warning

Claims Manager 1.0.0.3

• Fixes
1. Fixed issues in Paper Claim generation - missing diagnosis code,missing SIGNATURE ON FILE, missing Service Line From Date etc
2. Fixed Paper Claim printing to not warn about print area outside margin
3. Updated the message box  in application startup at beginning of program to display ErrorDetails
4. Fixed splash screen to not show in taskbar
5. Fixed spalsh screen to show applications version number

Claims Manager 1.0.0.2

• Fixes
1. Added padding to ST02 for compliancy with BCBSM subsystem2 testing