Billing & Claims Workflow Improvements

Billing Enhancements

• Added Payments Not Posted tracking
  • Identifies unapplied payments using activity-based logic
• Improved unapplied payment detection accuracy
  • Aligned backend logic with OpenEMR UI behavior

Claims & HCFA

• Fixed issue where specific patients (e.g., missing HCFA output) were not printing
• Resolved rendering loop issue affecting claim validation
• Added safer handling for encounter resets and billing state recovery

Workflow Improvements

• Introduced “Reopen & Reactivate” logic
  • Ensures billing records become actionable again after reopening
• Improved reliability of claim status transitions (billed / unbilled / reopened)