Release Notes 06/06/2023

🌟 New or Affected Features

Partial refunds can now be issued in the Gentem Portal via Stripe! To issue a partial refund: 

Step 1: From within the patient payment tab, select patient payments. Locate the payment in which you would like to issue a refund. Click the more option. 

Step 2: Select Refund. 

Step 3: Select Partial Refund. 

Step 4: Select the service line(s) to refund. 

Step 5: Select "Manual Card" for the refund method if it's a Stripe transaction

Step 6: Enter the refund amount and click "Continue"

Step 7: Confirm the refund.

💫Enhancements & Filled Gaps

Added claim edit logic to exclude specific modifiers (HJ) 

In order to enhance auto-pilot revenue and support the auto-submission rate, an enhancement was added to exclude claims from edits when the HJ modifier is present.

Added logic to reset the disable automation field on an encounter every time claim edits are executed 

When adding claim edits to the “disable auto submission” section or adding any payer to the claim edit exclusion list and then removing or enabling the edit, automation was not submitting those claims later. The logic was added to ensure the claims were picked up in automation.

Updated logic to choose the correct primary insurance when more than one primary insurance exists 

Logic was updated to ensure the correct primary insurance is chosen when more than one primary insurance exists for a patient.