Office Therapy Practice Management Software
Professional Edition

Office Therapy Release Notes

Version 12.0.11 (December 18, 2017)

Claims Manager

 

Version 12.0.10 (October 24, 2017)

Claims Manager

Office Therapy

Version 12.0.9 (September 13, 2017)

Claims Manager

Version 12.0.8 (August 23, 2017)

Claims Manager

Version 12.0.7 (August 1, 2017)

Claims Manager

Office Therapy

Version 11.7.4 (February 15, 2017)

 



Version 11.7.3 (December 20, 2016)

Office Therapy



Version 11.7.2 (December 6, 2016)

Office Therapy



Version 11.7.1 (December 6, 2016)

Office Therapy



Version 11.7.0 (November 30, 2016)

Office Therapy



Version 11.6.09 (August 3, 2016)

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.


Version 11.6.08 (May 26, 2016)

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.

  

Version 11.6.07 (May 2, 2016)

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.

  

Version 11.6.06 (January 11, 2016)

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.

 

Version 11.6.05 (December 14, 2015)

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.

 

Version 11.6.04 (November 13, 2015)

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.

Version 11.6.03 (October 25, 2015)

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.

Version 11.6.02 (October 1, 2015)

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.

Version 11.6.01 (September 10, 2015)

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.

Version 11.6.00 (August 19, 2015)

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.

Version 11.5.10 (June 24, 2015)

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.

Version 11.5.8 (March 19, 2015)

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.

Version 11.5.6 (November 3, 2014)

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.
       

Version 11.5.5 (July 17, 2014)

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.

Version 11.5.4 (July 16, 2014)

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.

Version 11.5.3 (April 24, 2014)

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.”

Version 11.5.2 (April 1, 2014)

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.

Version 11.5.0 (March 24, 2014)

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.

 

Version 11.1.0 (August 26, 2013)

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


Version 11.0.9 (March 7, 2013)

Office Therapy

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

Version 11.0.8 (March 5, 2013)

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.

Version 11.0.7 (March 5, 2013)

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.

Version 11.0.6 (February 21, 2013)

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.

Version 11.0.5 (February 18, 2013)

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.

Version 11.0.4 (February 7, 2013)

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.

Version 11.0.3 (January 24,2013)

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.

Version 11.0.2 (January 4, 2013)

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.

Version 11.0.1 (December 11, 2012)

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.

Version 11.0.0 (December 3, 2012)

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.