• May 1, 2018
• | New Features

Document Permissions:

We know you’ve been asking for this one for a while, and we’re proud to deliver! For coordinators and providers who belong to more than one team, you can now set team-specific permissions when you upload provider documents (note that you may only select one team at a time). Here’s how this works:

Default Permissions:

All documents in group types “Applications/Attestations” (except for the Payor Summary List) and “AMA Profile” will default to the Team:Coordinator permission setting. You can always change this setting before or after you upload the document.

Education Type:

Ever started adding a provider’s education details, only to realize that you chose Medical School instead of Undergrad? Now all entries into the Education & Training section will ask you to select the school type (e.g., Nursing School) before you continue with the record. Just click the Add button to start a new entry of any type.

Certifications:

We’ve added yet another new one, the American Board of Medical Genetics and Genomics.

Invitation Tags:

If you work with a large team, you’ll appreciate this one – you can now filter your invite list by provider tags. Enter the tag into the field to have only the new providers with those tags pre-selected for your invite list.

Reports:

• Providers: There’s a new column “CAQH Status” in this report.
• Tracking: For even more detailed tracking data, check out the new columns “Last Completed Step” and “Last Completed Step Date.”

Tracking:

We want to make sure you can track all your providers at any time. Now, if you view a tracking report for an inactive provider, their name will be in red.

The New List:

New provider title NNP-BC (Board Certified Neonatal Nurse Practitioner)
New specialties Emergency Radiology, Women’s Imaging, Thoracoabdominal Imaging, and Cross Sectional Imaging
New healthcare payors
New “Optout” payor status and Optout Effective/End Date fields