TCS Payer Reassignment Utility


TCS Payer Reassignment Utility

The TCS Payer Reassigment Utility is a Windows application that allows the user to hide a selected payers on the chart level. It also allows adding a non-hidden payer to those same charts.

If you would like more information or are interested in purchasing this interface, please contact NextGen Healthcare Sales or submit a NextGen Healthcare Support ticket.

Download Latest Version:  3.18
March 4, 2021
Team Cianos
March 4, 2021
  • Updated User Guide
  • Upgraded class library to v8.2
  • Upgraded licensing to v5
  • Increased width of utility
November 10, 2020
  • Does not replace payers on encounter if there are non-zero charge and any cob's have rebilled checked
  • Does not replace payers on encounter if case attacched
  • If hiding only, delete the payer from encounter_payer table instead of replacing with new payer
  • Added warning message if user does not configure all file names
  • Set default values for file names
July 17, 2020
  • Removed default value from new user_id field in config table SQL code
  • Renamed "Update Schedules" to "Save Schedules"
  • Upgraded class library to v8.0.0.0
July 13, 2020
  • When finding person payers and encounters, added a join on practice_id to person table with encounter_payer table
  • When finding person payers and encounters, excluded historical and bad debt encounters
  • When replacing payers, now save the original payer report automatically
  • Users can now save their own config settings
  • Added Config view for users to set their own config
  • Added new fields to config for user_id and report file names.
  • Added Save and Get methods to Config class
  • Pass Config parameter to report export methods
  • Reports now use Config values for logged in user
  • Schedules now display in descending order
  • Set .NET framework to v4.5.2
March 16, 2020
  • Added code to only display the practices assigned to the logged in user.
March 16, 2020
  • Added option to change practices within utility without having to log out and log back in.
March 11, 2020
  • Attempt to fix bug where person payers not appeared for certain payers
March 2, 2020
  • Added option to hide payers only, without adding new payers to chart.
February 27, 2020
  • The utility now passes the person_payers to be modified into a staging table for the stored procedures to work on
  • Added a unique GUID run_id to the Replacing functionality
February 10, 2020
  • Fixed bug in Encounter Payers Not Reassigned report by displaying missing insured person's person number.
February 5, 2020
  • Fixed bug where policy number and group number were not displaying in datagrid
February 3, 2020
  • Added additional columns to the Excel reports such as practice ID, practice name, person numbers, etc.
  • Updated scheduling feature by adding expiration date and removing options for included items (copy insurance card and policy number)
January 20, 2020
  • The Excel reports now freeze at the appropraite rows and columns
  • Some changes in stored procedure to replace payers were not included in previous version
  • App no longer auto-sizes in width with datagrid contents
  • Cleaned up format in message box that confirms user wants to proceed with manual execution
January 16, 2020
  • Fixed scroll bar issues in Manual Execution
  • Removed extra spaces in confirmation popup for Manual Execution
  • Reset encounter and person payer counts when a new payer is selected in the Manual Execution screen
January 9, 2020
  • If a chart has more than of the old payer on encounters, they will be replaced by the new payer
  • Added practice ID, practice name, and person number to report for original payer members
  • Corrected the count of person payers for original payer
  • The list of original person payers and their encounters now shows all encounters where the original payer is attached, not just where it is cob1
  • Adjusted heights and widths so that scroll bars appear
December 20, 2019
  • Addressed issue where a chart may have more than of the same payer.
December 12, 2019
  • Fixed bug where insurance cards were added even when payers were not added
  • Included practice ID, practice name, and person number in datagrid display of original payer members
  • Created new report to show which charts had the new payer added
July 19, 2019
  • Added joins to person.practice_id in ncs_pru_get_person_payers stored procedure
May 17, 2019
  • Removed references to payer_medicare_replace_ind in payer_mstr table
May 10, 2019
  • Removed references to ccbhc_enc_ind from patient_encounter table.
April 1, 2019
  • updated ncs_pru_get_person_payers to include code from PM report Policy Holders
  • updated ncs_pru_get_person_payers to return insured_person_id rather than guarantor_id
  • updated ncs_pru_replace_person_payers to replace temp tables with permanent tables
  • updated ncs_pru_replace_person_payers to update the encoutner_payer table with entries instead of deleting existing entries and adding new entries
  • updated ncs_pru_replace_person_payers to pull person_payers from the permanent tables ncs_pru_person_payers and ncs_pru_policy_holders
April 26, 2018
  • Added "Hidden" checkbox for selecting Payer to be removed from charts
  • Used the SQL behind the PM Encounters report for the stored procedure that finds encounters, guarantors, and patients attached to a payer to be hidden on charts.
February 21, 2018
  • Improved performance of query that finds payers.
December 27, 2017
  • List of payers limited to the practice of the person logged in
  • Copying policy numbers and insurance cards no longer optional. Included when adding the new payer.
  • Added Expiration Date field for users to enter a date to expire the payers on the charts to be hidden
  • Progress bar added to Manual Execution screen
December 6, 2016
  • Correct the Help link
  • Updated the schedule parameter to /s
  • Displays message if directory does not exist
November 30, 2016
  • Encounter payers are now replaced, based on certain conditions
  • Expiration date on hidden payer is now set
  • Option to copy insurance card in the chart
  • Report generated to list encounters where payer not replaced
April 11, 2016
  • Chart payer "Active" check box is now unchecked
March 17, 2016
  • Renamed app to TCS Payer Reassignment Utility from TCS Payer Cleanup Tool
  • Made Browse button visible for saving report path
March 17, 2016
  • Removed invalid characters from Excel workbook name
  • Fixed bug with new payer address
  • Modified conditions to enable/disable Save Report button
March 16, 2016
  • Added scheduling interface for after-hours execution
  • Non-hidden payers can now be selected to replace
  • Encounters are listed in a comma separated list
  • Reports saved in Excel format rather than csv
March 16, 2016
  • Made changes to Excel report formatting
  • Fixed bug in schedule cleanup
September 21, 2015
  • Fixed bug where duplicate records were found when gathering items to un-check Availability
September 18, 2015
  • Renamed to TCS from NCS
September 10, 2015
  • Added payer address to drop down boxes
  • Added payer address to listing of patients
  • Show count of encounters and charts when existing payer is chosen from the drop down box (the one to hide)

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