VerifyTX Summer Release - Version 24.06 Release Notes
Verify TX Summer Release
Patient Search Upgrade
What has been added or changed?
- Back by popular demand, we have brought back the old search bar, but with the new additional search filters available as needed.
- Knowledge Base Articles:
- Upgraded Patient Search as of 06/04/2024: Upgraded Patient Search as of 06/04/24 V24.04
- How to Mass Update Field Values in the VOB List View: How to Mass Update Field Values in the VOB Screen
Accounts and Facilities
Account Field Modifications
What has been added or changed?
Description: We have added some fields to the account section to help our customers keep their records updated and in sync, and align with standard data validation needs to match ownership changes, DBA names, and set the stage for a Tax ID lookup.
Knowledge Base Link: For the full list of fields added, click here! Account Data Maintenance
Facility “Enterprise” Security Modifications
What has been added or changed?
- Facilities will now be able to restrict the data a user has access to, based on the facilities tied to the users
- By default, the facilities field now visible in the user setup will be blank by default, meaning that they have access to all facilities. This will give our customers the choice of tying facilities to their staff to begin using it, or leave it blank to allow the user to access all facilities and VOBs.
- Knowledge Base Link: How to Restrict or Tie Users to Facilities
What has been added or changed
- We added a “Clear Cache” button for users to make the process of clearing cache and cookies, a necessity when dealing with modern cloud--based software applications, a standard process.
- Knowledge Base Link: How to Clear Cache and Cookies from Profile Settings
Security Upgrades
MFA Support for Authenticator Apps
What has been added or changed?
- We have added a new method of MFA for customers that bypasses traditional email and text methods which sometimes fail to send the authentication codes.
- Users who wish to continue using email or text for MFA can continue as usual
- Knowledge Base Link: How to Setup and Use the Google Authenticator MFA Option
Reporting
Usage Tab Modifications
What has been added or changed?
- We have consolidated the usage, export, and reports tabs to become one usage and report tab
- Knowledge Base Link: How to View Reports and Dashboards
Cosmetic Updates and Bug Fixes
VOB Details by Service Type
What has been added or changed?
- We have moved the Service Types to the right of the verification request Service Types moved to right, added a navigation to highlight the benefit window pane to show you which service type benefit you are viewing
What has been added or changed?
- We have added section headers to the user profile creation and edit screen to make the flow of entry more seamless and easier to remember where you are when making edits.
Displaying Time Period instead of Date/Time Stamp in Feed
What has been added or changed?
- Notification/chat feeds now show the full actual date associated with the feed item, previously it would show by the time block
Error 34 Credit Message
What has been added or changed?
- The out of credits error message 34 has been changed to reflect the following: “Error: Your account is out of credits, please contact your system administrator and refer to https://app.verifytx.com/settings/billing to verify billing details.”
Verify Users Not Populating in "Users" filter
What has been added or changed?
- Some users were reporting that the user filter did not display all active users.
- We found that the users filter has a limit of 20 users that it displays, and have addressed the issue in this release.
Related Articles
Release Notes 24.02
Release Notes: 24.02 Upgraded Search Capabilities - we're rolling out a new upgraded search that allows you to drill down by Insurance, Coverage Status, Facility, Client Type, Tag Applied, and much more, checkout our knowledge base article to see all ...
Winter 2023 Updates
Verify TX Important Updates VerifyTreatment has a client portal! This portal will allow customers to submit inquiries of all kinds from support to billing to questions and feature requests. We will also be debuting a help center with help guides to ...
How to Register for the Client Portal
Introduction: This job aid is intended to serve as a guide for how to sign up for a client portal account, where you can create and follow up on tickets, find helpful guides on popular questions and issues or processes, request training or account ...
Roles and Permissions Overview
Introduction This article provides guidance on the available roles and permissions for VerifyTX. The below grid will show which permissions are required for the various VerifyTX functions available
SF Verify App - How to Refresh your Facility List
This article is intended to provide guidance to our SalesForce web application customers on how to refresh the SF Verify Facility list. Why: As a company grows and adds facilities, which have additional NPIs, located in alternate states, and with ...