ReleaseNotes_8.14.0 June 5, 2025

• Related Articles

• Add New Insurance

  Add New Insurance Plan First, research the payer ID numbers and payer information in Trizetto: 1. Go To the Claims Tab > EDI Portal. 2. Click on the Resources Tab. 3. Select the Payer list. 4. Now click the Blue link "Professional Payer" or ...

• Today Screen Dashboard Claim Buckets

  Billing Manager Claim Buckets Status Bucket Description Identify/Correct/Rerelease       Claim Line Credit Balance Any claim with a credit balance on a line item. You can move credits to unapplied to move to another DOS or can be moved to an open ...

• Add New Insurance in Settings

  To add a new insurance payer to your practice insurance list: From the Settings tab > Insurance tab: 1. Click on Settings > Insurance tab. 2. Click on the Add Insurance hyperlink. 3. In the Insurance Plan Lookup tool, search by PO Box (number only) ...

• Add New Provider to Account

  Please see the attached User Guide for Provider Setup instructions.

• Working the Claim Line Credit Balance bucket on the Today Screen

  Being one of the red status buckets on the Today Screen, it is recommended to work these on a regular basis. To work this bucket, load the bucket and toggle the Balance header to sort from ascending/descending.  Locate any $0 balance claims and ...