Seacoast has developed a new release of SurroundLab AR, now available for installation. Contact your Seacoast Support Representative to schedule the upgrade to your site's TEST area. Here's a look at a few of the new features.
Client Invoice Manager
The new Client Invoice Manager feature allows the user to invoke the Payments screen directly, and displays terms and overdue charges when an invoice has aged beyond the number of days set in Client Definition. For line-item client invoices, adjustments intended as a reversal of a previous adjustment are now linked, visible via hotkey from the Client Invoice Manager screen. A new "User Only" button on the main notes screen shows only user-added notes, excluding system notes.
Client Definition
A Net Payment Terms feature has been added to track overdue client accounts: enter the number of days in which client payment is expected. A new Automated Monthly Late Fees section controls the automatic addition of late fees to client bills when payments have not been received in a timely manner. SurroundLab AR also now offers Line-Item Posting for client invoices, which can be activated on a client-by-client basis.
Assign Payer Policies
A new Assign Payer Policies screen streamlines payer policy definition: select a Payer ID and the most recent start date is auto-selected with its policies listed, with room to see most if not all policies in effect for that date.
Patient Payments
The Patient Payments screen now flags invoices currently billed to a patient payer, making it easier to apply patient payments when multiple invoices are outstanding to third-party payers. The screen now shows "C" for Collections and "P" for Patient.
New reports
A new Claims Status Report shows claim status for a range of service dates, and a new Client Open AR Report generates client accounts with an open balance against their net payment terms, with the option to view only overdue accounts.