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November 2019 - Sprint 2

New Features:  



  • Ability to view the transcript of a recorded call: 

    On the call recording pop up window, when the 3-dot action button is clicked, a user can now download both the audio file and the text transcript via one dedicated download button.  

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  • Ability to set up payment rules for NET30, COD, and MANAGED invoice types as they pertain to each 3rd party vendor. 


  • This new feature will allow users to setup a 3rd party billing company with payment rule based on: invoice type, collection type, payment type, and threshold amounts.

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Updates to existing features:  



  • On the Approve Pursuits list, we've replaced "Requested By" column with "Last Coded By" to display the username of the person who last coded the chart before the pursuit request was created.

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  • When associated pages with chases from within Doc Review screen, we added "Project Name" to the search results.  

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  • As part of our ongoing brand update, we made a minor design change to all grids views in order layout to make the view more intuitive.   

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    Bug Fixes  



    • Resolved issue with missing exempt from scoring checkboxes 

    • Display "Data Extract" tab only on HEDIS or RISK project type



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