The latest Connect release is 26.7.21. Highlights of this release include the following:

Accounts

• Updated functionality to view collection letters directly in Account / General / Statements & Letters tab.

  • Added new Delivery Type column to display Self-Print or Statement Service.

  • Added new Letter Layout column to display the name of the letter layout generated.

  • Type column updated to now display the following types: Collection Letter, Batch Statement, Demand Statement.

  • Selecting a collection letter and clicking View will open and display a copy of the collection letter.

• Added Remittance Advice Remark Codes (RARC) from ERA imports to claim lines display within the Account / Active AR tab.

Address Corrections

• Updated logic so if one address record in a correction file fails, only that record is failed and the rest of the records are processed accordingly.

Concurrency

• Added ability to print preview and print the Concurrency graph from the Charge Batches / Batches / Concurrency Log tab. 

Facilities

• Added new free text Additional Info field to Facility / General Facility Information tab to document important information related to the facility.

General

• Updated newly added zip codes’ city names to all caps to make consistent with other application zip code data.

• Fixed broken Help links when clicking F1 from within Connect.

Payers & Plans

• Added new plan claim option checkbox: Emergency Indicator: Plan always requires emergency indicator to the Payers and Plans / Plan / Claims tab. If selected, the Emergency indicator will always be designated as Y for Paper & Electronic claims for the plan.

• Updated the Payer: Group IDs tab to include a Nurse Practitioner Group field under the General Group ID and Facility-Specific options from the Group ID Type drop down.

• Fixed the payer and plan filter logic so that when filtering on a payer name, the related plans are displayed and accessible.

Pseudo Codes

• Added ability for admin to assign a default Type of Service when creating a Pseudo Code.

Reports

• Modified the Payment Mix Trend Summary report:

  • Renamed the Group By filter to primary Group By

  • Added new filter options: Secondary Group By, Tertiary Group By

To view the full release notes for the current Connect release, click here. 

Latest Training Tutorials

Some Help topics include video tutorials, tip sheets, or how-to-guides, which provide visual, step-by-step instructions on how to complete the task. Click one of the links below to access the topics with related materials.

**Scroll to the bottom of the linked page to find the associated video or document.**

• Release-specific webinars

• CONNECT User Summit recordings

• Accounts

  • Rebill 1 Switching Primary with Payments Posted

  • Rebill 1 Switching Primary

  • Rebill 2 Medicare Forwarded Claim

  • Rebill 2 Missing Secondary

  • Rebill 3 Void Claim

  • Corrected Claims (Paper & Electronic)

  • Tip Sheet: Rebills

• Back Office Reports

  • Balancing Connect Report Values

• Charge Entry

  • Extreme Age and Emergency Modifier Codes

• Collections

  • Actions & Action Series

  • Collector Groups

  • Denial Collections

  • Insurance Collections

  • Guarantor Collections

  • Tip Sheet: Working the Collections Queue

• Eligibility

  • Eligibility Functionality Demo

• Fee Schedules

  • Cloning Fee Schedules

  • Creating Fee Schedules (2026)

• Portal Reports

  • Understanding Portal Dashboards

  • Balancing Portal Dashboard Values

• Reportal

  • Tip Sheet: Migrated Ad Hoc Reports

• Report Permissions

  • Report Permissions

  • Configuring Report Permissions and Roles

• Spotlight Sessions

This link has all the session recordings for you in one place!