Updated Late Entry Logic (Billing & Payroll) Export

In response to users reporting previously pulled Late Entry appointments being marked as “Late Entry” after updating certain company account data and client authorizations fields, we have updated the logic to no longer allow these updates to trigger appointments to be marked as Late Entry.

Check out the details below:

The system will no longer apply the “late entry” validation when users make updates and apply changes using the “Save Options” functionality.

Areas where the SAVE OPTION functionality is present:

System Area	Description	Fields that trigger Save Options Pop UP

System Area	Description	Fields that trigger Save Options Pop UP
Company Account>Basic Information		All Highlighted Fields
Company Account>ServiceLines>Service Name		All Highlighted Fields
Company Account>Funder Profile		All Fields
Company Account>Funder>Billing Codes When Yes is chosen for option “Do you want to restrict which staff can provide this service or bill multiple rates for this service?”		All Highlighted Fields
Company Account>Funder>Billing Codes When No is chosen for option “Do you want to restrict which staff can provide this service or bill multiple rates for this service?”		All Highlighted Fields
Client Profile>Funder Policy		client's relationship to insured insurance subscriber name insurance subscriber address, phone DOB gender marital status Insured’s ID Insured's Policy Group or FECA #: Employer
Client Profile>Authorization		Rendering Provider

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Updated Late Entry Logic (Billing & Payroll) Export

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