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The dashboard now supports up to four configurable reports with remembered settings. Claim Task introduces reorganization plus a new Claim Selections tab and Advanced Selections tab, including CPT/HCPCS codes, modifier codes, and revenue code range include/exclude logic. ERA and Copy Task are extended with inclusion/exclusion controls, wildcard insured ID policy searches, and description carryover when copying.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":11,"@type":70,"position":76},"https://docshare.wps.com/template/presentations/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/2014-release-1-notes-improved-features-and-enhancements/281024/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/2014-release-1-notes-improved-features-and-enhancements/281024.png","ImageObject",442,249,{"name":88,"@type":89},"Cart","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-11-04","2026-09-16",true,{"@type":98,"interactionType":99,"userInteractionCount":25},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"What changed in the My Dashboard experience for this release?","Question",{"text":108,"@type":109},"The dashboard reports received a stylistic improvement. From the Welcome Screen, users can choose which report to run in dashboard format, save the configuration, and have it remembered at the next login.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"What new filtering capabilities were added to the Claim Task?",{"text":113,"@type":109},"The Claim Selections tab and Advanced Selections tab add new fields and reorganization, including support for CPT/HCPCS codes, modifier codes, and revenue codes with include/exclude and range-style inputs.",{"name":115,"@type":106,"acceptedAnswer":116},"How does the ERA Task enhancement improve searching?",{"text":117,"@type":109},"The ERA Task adds the ability to include/exclude procedure and revenue code lists. It also introduces Policy Search to perform wildcard searches on insured IDs to locate plan-specific claims by prefix/suffix patterns.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},281024,1791320924,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":8,"category_name":11,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":25,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":135,"language":136,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":61,"update_tm":140,"read_time":141},18829141979164,"https://eur-avatar.wpscdn.com/davatar_6f874abed73319feea01a86fa6f0fab8","2014 Release 1 Notes  \nTASK MANAGER  \nENHANCEMENT  \nIMPROVED! MY DASHBOARD  \n• Claim Dashboard Reports have been stylistically improved!  \n• From the Welcome Screen, the user can choose which report to run in the dashboard format. Up to 4 reports can be chosen to display at one time from the “New Report” button.  \n• Once the user has chosen the desired configuration, the report can be saved using the “Save”button in the bottom right corner and the next time the user logs into the Dashboard, the report configuration will be remembered.  \no Impact: All Customers  \no Benefit: Reports now have an update look and feel  \n2014 Release 1 Notes  \nIMPROVED! CLAIM TASK  \nNEW! CLAIM SELECTIONS TAB  \n• Several fields have been reordered and grouped based on their related categories. Titles have been added to group related fields together (highlighted in yellow) .  \n• DX Version and Policy Search are new fields that have been added to the Claim Selections Tab (highlighted in yellow) .  \n• Two fields have been renamed: Staff Assigned is now Claim Staff and Status is now Claim Status (highlighted in green) .  \no Impact: All Customers  \no Benefit: The fields in the Claim Task are better organized and new fields have been added to enhance the user’s search.  \n2014 Release 1 Notes  \nNEW! ADVANCED SELECTIONS TAB  \n• Advanced Selections is a new tab that has been added to the Claim Task. This tab contains some fields that could previously been found on the far right side of the old claim task screen (highlighted in green) as well as new fields for Transaction Settings (highlighted in yellow) .  \n• New Fields include:  \no  CPT/ HCPCS CODES: Users can enter in a single CPT/ HCPCS code (99213), multiple CPT/ HCPCS codes separate by commas (99213, 99070), and/or CPT/ HCPCS code ranges separated by a hyphen (80000-89999) . Also, users can select to include or exclude values in the Procedure Code(s) box.  \no  MODIFIER CODES: Users can select up to 4 modifiers and choose to include or exclude theirselections.  \no  Revenue Codes: Users can enter in a single Revenue code (0401), multiple Revenue codes separate by commas (0101, 0320), and/or Revenue code ranges separated by a hyphen (0100-0199) . Also, users can select to include or exclude values in the Revenue Code(s) box.  \n• Impact: All Customers  \n• Benefit: Users now have the ability to filter their search criteria by CPT/ HCPCS codes, Modifier codes, and Revenue Codes.  \nIMPROVED! ERA TASK  \nNEW! FIELDS  \n• The ERA Task has been modified to give the user the ability to Include/ Exclude Procedure Code lists and Revenue Code lists.  \n• The Policy Search field has been added in order to perform searches using a portion of the Insured ID field. Users can perform a wildcard search in order to find plan-specific claims that are designated by a set suffix or prefix.  \nExamples: (XYZ%%) -Finds Insured IDs beginning with pattern 'XYZ'.  \n(%%XYZ) -Finds Insured IDs containing pattern 'XYZ'.  \no Impact: All Customers  \no Benefit: The Customer has more inclusions and exclusions as well as to distinguish between healthcare plans by insured ID  \n2014 Release 1 Notes  \nIMPROVED! COPY TASK  \n• When a task is copied, the data from the Description Field of the copied task will now be populated in the new task.  \no Impact: All Customers  \no Benefit: The description will now automatically crossover to avoid manual entry.  \n2014 Release 1 Notes  \nCLAIM MANAGER  \nENHANCEMENT  \nIMPROVED! VIEWING ANSI 835 DATA FROM THE STATUS LINE  \n• The ANSI 835 data view is now easier to read! When selecting an ERA status on a claim from any application using the View ANSI Data option (right-click “a”), the user will now see bolded loop headers to help identify the different parts of the 835.  \no Impact: All Customers  \no Benefit: ANSI segments are easier to identify with new bolded Loop Details  \nIMPROVED! CLAIM EDIT-COB INFORMATION SCREENS  \n• From within a claim, when a user adds CAS segments to the COB Information screen, they can no","cbCainF1iiHfNjNz","https://ap.wps.com/l/cbCainF1iiHfNjNz","pdf",1963750,24,"English","# Task Manager\n## Enhancement\n### Improved! My Dashboard\n### Improved! Claim Task\n### New! Claim Selections Tab\n### New! Advanced Selections Tab\n### Improved! ERA Task\n### Improved! Copy Task\n# Claim Manager\n## Enhancement\n### Improved! Viewing ANSI 835 Data from the Status Line\n### Improved! Claim Edit-COB Information Screens\n### Improved! Claim Letter-Title Change\n### Improved! CBO User Customer ID Search\n# Maintenance\n## Improved! Search Function: Insured and Patient Last Name Fields\n## Eligibility from a Claim","[{\"question\":\"What changed in the My Dashboard experience for this release?\",\"answer\":\"The dashboard reports received a stylistic improvement. From the Welcome Screen, users can choose which report to run in dashboard format, save the configuration, and have it remembered at the next login.\"},{\"question\":\"What new filtering capabilities were added to the Claim Task?\",\"answer\":\"The Claim Selections tab and Advanced Selections tab add new fields and reorganization, including support for CPT/HCPCS codes, modifier codes, and revenue codes with include/exclude and range-style inputs.\"},{\"question\":\"How does the ERA Task enhancement improve searching?\",\"answer\":\"The ERA Task adds the ability to include/exclude procedure and revenue code lists. It also introduces Policy Search to perform wildcard searches on insured IDs to locate plan-specific claims by prefix/suffix patterns.\"}]","2014 Release 1 Notes - Improved Features and Enhancements | PDF",1789563614,8]