Practice Management System Release Note For Interfaces

Product Release Version: 23.5.1

        June 2024 Product Release 

© 2024 Practice Management System

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Printed February 2024 at PracticeSuite, Inc.

Part – 1 Enhancements

1.1  New Partnership with Inbox Health

1.2 OPUS Integration

Practice Management System and OPUS have further strengthened their partnership by implementing a tighter integration for both charges and payments and adding advanced payment and single sign-on features.

Patient demographics and charge information flow bidirectionally. While OPUS remains the source system for patient and charge creation, any updates made in either system will automatically sync.

Both systems can now exchange patient balance details, including copay, deductible, and co-insurance balances. Additionally, the Practice Management System can receive credit card information from OPUS and store it for future use. Saved card information in PMS can be deleted from Opus. If any new cards are added or modified in PMS, the information is sent to OPUS for collecting the patient payment.

OPUS can also send charges to the Practice Management System with multiple line statuses. For the pending notes, once it is completed, OPUS transmits the complete visit details and the updated information is received in PMS. Additionally, any changes to charges in the XSuperbill screen and Charge Master including the line-level edits, are immediately returned to OPUS. 

Furthermore, screens such as Payments, Ledger, and the Patient Portal Quick Pay are accessible from OPUS via single sign-on (SSO).

1.3 Elation –  Additional Providers Mapped

With the current interface update, Practice Management System can read the Referring Provider, Ordering Provider, and Billing Provider information from the charge message sent from Elation and will map any of the info received in the message to the corresponding fields within Practice Management System.

Supervising provider and physician mapping were implemented in previous releases.

Note: This is an on-demand feature and should be enabled in Elation for the info of the providers to flow from Elation into Practice Management System.

Provider Type in Elation	Provider Type in PS	HCFA Box No	Note
Physician	Rendering Provider	Box 31	Both HCFA and electronic
Referring provider	Referring Provider	Box 17	Both HCFA and electronic
Ordering provider	Ordering Provider	Box 17	If no referring provider
Billing provider	Line Level Provider	Box 24J	Both HCFA and electronic
Supervising Provider	Supervising Provider	–	Not populated in HCFA, however, will map to the relevant segments in the electronic claim.

1.4 Glycare – Auth # Mapping for Inbound ADT (Demographics) Message

Henceforth, the Authorization # in the inbound demographic message from Glycare will be read and saved in the Authorization Master in the Practice Management System. This authorization number will be assigned to the most recent case and auto-populated for the charges associated with the same case.

1.5 Quest Lab – Quest Account # in Req and Lab Labels

If practices choose multiple accounts for Quest Lab, the account number associated with the lab order will appear on the requisition and lab label. Additionally, in the ABN form sent to Quest, the patient’s medical record number (MR#) will populate the Medicare (HICN) field in the header.

1.6 Retrieve Patient Balance in PMS

Patient’s complete balance details for an encounter can now be accessed including line-level balances for all line statuses such as NEW, HOLD, INSURANCE, and PATIENT.

Part 2: Resolved Items

2.1 Quest Lab with Multi-Account Configuration

Previously, in multiple Quest lab account configurations, PDFs of the results were inaccessible for many locations. However, this issue has been resolved, and now PDFs from all accounts are readily retrievable.

2.2 Inbound Charge Message Issues

2.2.1 Procedure Code(s) in Inbound Charge Message

When adding new procedure lines to the existing charge over the interface, the units associated with the line were not populated correctly. This issue has been resolved.

2.2.2 Line Balance Correction

If the line balance is negative, it will now be reset to zero before the charge is sent over the interface.

2.3 Fee Schedule Error

Previously, inbound charges received via the interface had fee schedules mapped incorrectly. The custom fee schedule was erroneously applied even when the insurance-service location combination in the fee schedule did not match that of the incoming charge. However, this issue has been resolved, and now inbound charges will have fee schedules mapped based on the following criteria:

A. If PMS has a custom fee schedule with the same primary insurance-service location combination as in the inbound charge message, it will be selected for the charge.

B. If no such custom fee schedule exists, the system will choose a fee schedule that matches the insurance of the primary in the inbound charge.

C. If PMS lacks a fee schedule meeting the above criteria, the standard fee schedule (SFS) will be used for the inbound charge.