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 answer all of our most common questions and issues from our clients.  The help center will go live on 01/01/2024.

• We will also be rolling out a community forum that will allow our customers to share ideas, insight, and suggestions.

• The help center includes a host of knowledge base articles and a HIPAA-compliant ticketing portal that allows users to create and follow-up tickets in a HIPAA-secure environment.  We encourage all of our customers to check out the portal 

• Register for the client portal today by clicking the below registration link, iPhone users should sign up for the portal on their desktop computer due to recent privacy changes published in the iOS14 update. Client Portal Registration Link 
  

• Need help registering? We have a job aid available on how to register for the client portal. How to Register for the Client Portal

 Winter 2023 Release Notes 

1. Bulk List View Operations - Clients will have the ability to perform the below bulk operations in the Verifications list view, please visit our help center for step by step instructions on how to use this feature. :

1. Archive - you can now archive older patients from the verifications list, archived patients will still show when you filter by archived 

2. Unarchive - if you wish to unarchive a verification, you can unarchive a verification 

3. Facility - you can now set the facility for a verifications in the list view 

4. Tagging - You can now add a tag to the clients in bulk in the verification list view, currently only 1 tag can be added in bulk, future releases will allow multiple tags to be added in bulk 

5. Help Center Job Aid Link:  How to Change Field Values in Bulk in the Verification List View

2. Batch Import Improvements -  now reduces the time clients spend to import patient verification data for both the create and update batches.  

1. Facility and Client Status/Type can be set in bulk during the upload process, if not previously completed 

2. Payer Matching - we will match the payer indicated in the import file with the VerifyTreatment payer record based on the name.  

1. We recommend that all matching for this item be checked prior to submitting the import, as matching on the name alone is not guaranteed to be accurate and is subject to the way the payer names display in your import file 

3. Clients will receive an error on screen when uploading incorrect file types, .csv is the only file type accepted for imports 

4. Clients will have the opportunity to triage inaccurate rows during the upload process, cells with bad data will appear highlighted in red 

5. If the facility is not filled in on the .csv file, the system will now default to using the default facility 

6. POS was previously required on the template, it has now been downgraded to the additional columns section and will only be required when specified by the payer 

7. Facility and Client Status/Type can be set in bulk during the upload process, if not previously completed 

8. External ID is being promoted, and all clients are suggested to begin listing the client’s chart # from their EMR, the next release will include duplicate matching logic to reduce the chance of creating multiple VOB IDs for the same patient

9. Help Center Job Aid Link:  Batch Eligibility - How to Upload and Modify Batch Import Files

3. Tagging 

1. Standard users were not previously able to tag, they will be able to tag other users now

2. Successful tags will now actually be noticeable that they were successful, previously it was not possible to tell the difference hence why #1 wasn't caught sooner 

4. Marketing

1. UTM Parameters - Clients will now be able to report on the campaign source, medium, term, id, and name.    

5. Batch Import Improvements -  now reduces the time clients spend to import patient verification data for both the create and update batches.  

1. Facility and Client Status/Type can be set in bulk during the upload process, if not previously completed 

2. Payer Matching - we will match the payer indicated in the import file with the VerifyTreatment payer record based on the name.  

1. We recommend that all matching for this item be checked prior to submitting the import, as matching on the name alone is not guaranteed to be accurate and is subject to the way the payer names display in your import file 

3. Clients will receive an error on screen when uploading incorrect file types, .csv is the only file type accepted for imports 

4. Clients will have the opportunity to triage inaccurate rows during the upload process, cells with bad data will appear highlighted in red 

5. If the facility is not filled in on the .csv file, the system will now default to using the default facility 

6. POS was previously required on the template, it has now been downgraded to the additional columns section and will only be required when specified by the payer 

7. Facility and Client Status/Type can be set in bulk during the upload process, if not previously completed 

8. External ID is being promoted, and all clients are suggested to begin listing the client’s chart # from their EMR, the next release will include duplicate matching logic to reduce the chance of creating multiple VOB IDs for the same patient

6. Search Enhancements

1. Ability to search the verification list by Group # - you can now search the verification list view by the group# 

7. Exports 

1. You can now export payer alerts 

2. UTM parameters from your webform (if using the VerifyTreatment insurance verification form in your website’s contact us form) will now be available within the export section. 

1. Don’t have this feature yet? Click here for more information: 

8.  API Development Upgrades - we’ve upgraded our API functionality to support more batch eligibility and monitoring features, and have revamped all of our existing API documentation, which can be found on Postman to allow additional functions 

1. Enhanced Documentation - We’ve published a whole suite of development documentation through our verifytx Postman account

2. Custom API clients will now be able to send benefit requests and receive responses in bulk

3. Custom API Clients will now be able to utilize our monitoring feature thru the API