Unapplied Advanced Utility

 

Unapplied Advanced Utility

TCS Unapplied Advanced Utility is a Windows application that automatically applies encounter or account unapplied transactions to outstanding patient balances in NextGen Practice Management.

This utility creates un-posted batches in NextGen Practice Management which is a reversible process by deleting the batch. Once a batch is posted within NextGen Practice Management the transactions are irreversible therefore the batches should be reviewed before posting.

To purchase the Unapplied Advanced Utility please submit a NextGen Healthcare Success Community request and we will provide a quote.

A trial version exists of the application, please submit ticket for further information. The trail version should not be run against a production database.

To download and install the latest version on your machine, click the INSTALL link below.

Download Latest Version:  2.1
VERSION:
2.1
UPDATED:
June 28, 2017
CATEGORY:
Team Hampton
COMPATIBILITY:
2.1
June 28, 2017
  • Internal code changes
2.0
April 21, 2017
  • Credit Spread - Double check charges were adjusted before creating a record for the encounter.
  • Added two new functions, Encounter to Encounter Transfer (Unapplied and Applied)
1.29
April 14, 2017
  • Fixed the scheduling of Applied Transfer (wasn't included)
  • Applied Transfer (to acct) now excludes encounters where guarantor is an employer (this mimics the way the unapplied to account transfer works).
  • Added a check to verify the account has other encounters to move the balance before moving to the account. (both unapplied and applied).
1.28
March 14, 2017
  • Applied Enc to Account Unapplied Transfer - Fixed issue with Account Adjustments displaying as Payment in EPM.
1.26
March 3, 2017
  • Fixed issue in Zero Balance Corrector - Always creating transactions for COB or patients even if no balance was fixed - If COB 3 was fixed it threw an error.
1.27
March 3, 2017
  • Applied Enc to Account Unapplied Transfer - Both Sets of transaction codes now allow both Payments and Adjustments.
1.25
February 10, 2017
  • Internal Code Fix - SQL
1.24
January 13, 2017
  • Added new configuration for Encounter to Account Transfer: Exclude Transaction Code
  • Updated User Guide
  • User Guide links to ncslive.com instead of disk.
1.23
November 7, 2016
  • SP Bug fix (wouldn't compile)
1.22
November 3, 2016
  • Updated the functions (sql) to use better indexes on EPM charges.
  • Updated all functions (sql) when they run to show start time more accurately. Previously they did not include the time it takes to 'find' the eligible data to modify.
  • Encounter Unapplied applies the credits to charges using the sequence (the order they show in EPM) after the DOS for the charge. (First apply by DOS of the charges, then by sequence).
  • Zero Balance corrector was zeroing all cob or pat balances if the total encounter was $0. There is now an option to exclude this process if the columns do not sum to $0.
  • Scheduled function wasn't running the Zero Balance or Enc->Acct Transfer correct - fixed.
1.21
October 31, 2016
  • Added new options to Encounter Unapplied: require payer, exclude encounter payer types (both optional)
  • Encounter, Acct Unapplied, Enc->Acct Transfer now requires a credit on unapplieds (all encounters should have credits or $0 unapplied).
1.20
August 9, 2016
  • ncs_ua_unapp_transfer_run - Transacion type dependant on the code type (C or A)
  • Zero Balance Corrector function now allows for payment type transaction codes.
1.19
December 2, 2015
  • Fixed issue in SP ncs_ua_unapp_transfer_run
1.18
October 9, 2015
  • Zero Balance Corrector now correctly sets the BBP ind
  • Changed order of Change Practice to sort by name (was sorting by practice ID)
  • Configuration settings (users, transaction codes) are now pre-loaded when the application start for performance
1.17
September 10, 2015
  • Added new function "Encounter Applied to Account Unapplied Transfer"
1.16
May 26, 2015
  • Updated No-Debit to only allow encouters with charges all buckets = $0 (was only patient)
1.15
May 8, 2015
  • Fixed logging with the zero bal correct (function didn't generate an audit log)
1.14
April 16, 2015
  • Added new function, Zero Balance Corrector.
  • User can now switch between practices.
  • Command Line argument now supports 'ALL' so all practices run, not just specific ones.
1.13
April 9, 2015
  • Updated Credit Spread to work correctly and have additional functionality to exclude some types of encounters.
1.12
March 26, 2015
  • No Debit change
1.11
February 5, 2015
  • Fixed bug in Encounter to Account Unapplied
1.10
January 21, 2015
1.9
January 16, 2015
  • Internal code update - SQL
1.8
January 7, 2015
  • Added new function 'Credit Spread'
  • Cancel on Function Edit now reloads so changes don't appear to have been 'saved'
1.7
November 10, 2014
  • Internal code update
1.6
October 23, 2014
  • Fixed the schduling in ncs_ua_practice_function_run.
  • Added a validation check to make sure a configuration is complete before allowing a save.
1.5
October 16, 2014
  • Internal code update
1.4
October 15, 2014
  • Added new function, Encounter (no patient debit) unapplied
  • New Icon
1.3
June 19, 2014
  • Added a Trial function that works outside of licensing (30 runs).
  • Added a Set BBP Post Ind to the Encounter and Account Unapplied Function.
  • Encounter Unapplied script - creates a single transaction per encounter vs one per trans_detail.
1.2
June 11, 2014
  • Added licensing
  • Change "max enc date" to use "max enc age".
  • Updated user doc
1.1
May 23, 2014
  • Fixed script to made column an identity column (ncs_ua_function_config)
  • Added in a multi-select transaction code configuration
  • SQL Updates
1.0
May 12, 2014
  • Inital Release

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