January Updates

New Feature: Enhanced Modifier Order Control in Calendar Ledger

We have introduced a dynamic "Modifier Order:" label within the appointment Ledger tab. This feature tracks the exact sequence of your selected modifiers in real time. Whether you are using system defaults or selecting modifiers manually, the order you see on your screen is now the order that will be transmitted to your billing provider or clearinghouse.

Why This Matters

• Reduced Denials: Many payers require specific sequencing for modifiers (e.g., pricing modifiers before informational ones).
• Less Manual Auditing: Eliminates the need for billing staff to manually re-order modifiers in the billing software after they’ve been pulled from BestNotes.
• Greater Transparency: You can now verify the exact string of modifiers (e.g., 95, GP, KX) directly within the appointment before the claim is even released.

How to Use It

1. Open an appointment on the Calendar.
2. Navigate to the Ledger tab.
3. Look for the new Modifier Order: label located directly beneath the modifier selection area.

• Using Defaults: If a Ledger Code has a "Default Modifier" set in System Settings, it will automatically appear first in the order.
• Manual Selection: Click on additional modifiers to add them. They will appear in the order they are clicked.
• Removing Modifiers: Deselecting a modifier will remove it from the string, while the remaining modifiers automatically shift to maintain their relative sequence.

No extra steps are required. Once you save the appointment, the backend payload captures the specific order attribute and transmits it to your billing API or clearinghouse in that exact sequence.

New Feature: Scheduled User Invitations

Previously, sending a new user invitation triggered an immediate email with a link that expired after 24 hours. This created hurdles for administrators who set up accounts days or weeks in advance of a new hire's start date, often resulting in "link reset" requests on a new employee's first day.

With this update, you can create a user account at your convenience and ensure the activation email arrives exactly when the employee needs it.

Key benefits

Proactive onboarding: Set up accounts on Friday for a Monday morning start without the link expiring over the weekend.

Reduced support volume: Eliminate "IT trouble calls" during a new hire's first shift.

Automated timing: No need to log back in to manually "resend" invitations; BestNotes handles the delivery for you.

How it works

When creating a new user or editing an existing one in the User Details window, you will see a new scheduling section:

1. Navigate to the User tab.
2. Select the Schedule Invite checkbox.
3. Choose a Date: Use the Invite Date field to select the day you want the invitation to be sent.
4. Save: Once saved, the invitation is queued for delivery.

Note on timing: Scheduled invitations are sent at 4:00 AM CT on the date selected. This ensures the invitation is waiting in the user's inbox at the very start of their workday.