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