Recent Business Intelligence Releases

CR #: BI-104295

Type: New Feature

Universe Name: Adhoc-Procedure Code Level Analysis

Notes: The Adhoc-Procedure Code Level Analysis universe has been enhanced with new objects: Submission Payor ID, Submission Payor Name, Submission Payor Type, Submission Payor Group Name, Aging Amount, Aging Bucket Sort, and Aging Bucket Group. Note that these new objects only apply to the Sales Transaction Type.

Screenshot showing select objects and associated hover text.

CR #: BI-104345

Type: New Feature

BI Folder: File Maintenance

File Name: FM Banks

Notes: A new report, “FM Banks”, displays Bank ID, Description, Account Number, and Routing Number, with masking applied to the latter two columns.

Screenshot showing report with the masked account number and routing number.

CR #: BI-104367

Type: Defect – Production

BI Folder: Submissions

File Name: Submission Dashboard

Notes: The Submission Dashboard was previously showing count “Client Stmts”, which has now been removed from the report content. This dashboard is intended to track third-party and patient submissions only, so this information is not relevant.