Welcome to DocStation's Product Changelog and Release Notes! This document is regularly updated to showcase both minor and major platform and product updates. Where applicable, help articles, demo videos and screen recordings will be linked for further information.

Please reach out to DocStation Support via Chat with any questions!

Beta Feature: DocStation Copilot Claim Summary

If you're struggling to understand how to resolve an issue with a claim that is Invalid, Rejected or Denied, the DocStation Copilot Claim Summary is here to help!

The Copilot Claim Summary will review and interpret various data elements of the claim and EDI reports to provide actionable insights on claims that need more support. You can also provide feedback via thumbs up/thumbs down and a brief comment. Feedback helps DocStation Copilot get smarter about handling similar claims in the future.

This feature is available for free for a short time to a select number of beta testing pharmacies. If you're interested in beta testing new features, please reach out to our support team in Chat or at support@docstation.co.

Improved Automations Page! ⚙️

We've enhanced the Automations page with a cleaner, more intuitive interface that will make automation management even more streamlined.

Medicare Payer Detection with CMS PCN! 🏥

Just dropped automatic Medicare payer detection using our new CMS PCN! This is live and enabled for all customers.

Pharmacies can now bill to a special PCN with the value "CMS" and we'll automatically determine the appropriate Medicare payer:

This eliminates the guesswork around Medicare billing and ensures claims route to the correct Medicare contractor automatically.

Location Setup Status! 🎯

Check out the new comprehensive location management feature that helps identify configuration gaps at a glance!

The system intelligently validates critical configuration items like integrations, proper billing information (address, zip, NPI, tax ID), automations, enrollments, patients, and assigned users.

One particularly useful aspect is user validation - locations without assigned users often cause appointment scheduling problems, so this prevents that common issue.

Streamlined BIN billing for DME

CPT Variants Dataset

New dataset that applies predefined rules for certain CPT codes, similar to payer variants. The first implementation automatically applies service span dates based on days supply for designated CPT codes. Future use cases will include automatic selection of appropriate Medicare payers for DME claims.

Eligibility Check Enhancements

Enhanced Bulk Claim Editing

Update multiple claim elements simultaneously including payer, rendering provider, diagnosis codes, service lines, modifiers, units, dollar amounts, and notes to payer. This enhancement streamlines claims management workflows by reducing the need to edit claims individually when making common changes across batches.

BETA Feature: AI-Powered Claim Filtering

Filter claims using natural language queries like "Processing claims for over 45 days" instead of manually configuring complex filter combinations. The AI interprets requests and translates them into appropriate filter parameters.

Learn more here in the help article!

Pass-Back Eligibility Checks

New feature that provides eligibility check responses for BIN billed claims with enhanced Medicare Advantage detection. When eligibility is confirmed, BIN billed claims are "paid" and generate medical claims automatically. Special handling for Medicare Advantage patients includes rejection with carrier details and new subscriber ID information.

Key features:

Learn more here.

Enhanced BIN Claim Data Mapping

Expanded data capture from BIN billed claims including:

Patient Segment:

Claim Segment:

Pricing Segment:

DUR/PPS Segment:

New Claim Rejection Messages

Added specific rejection responses for common claim issues:

Claim Tray Interface Overhaul

Care Plan Submission Management

Enhanced management for CPESN care plan submissions with search and filter capabilities by submission ID or date range. View detailed submission history, duplicate and correct rejected care plans while preserving interventions and maintaining audit trails.

Support for coding sets now in DocStation! Code groups for goals, interventions, allergies, and care plan fields can be browsed in the Datasets section of Admin, along with editing capabilities.

SSO Integration

Single Sign-On is now available using Google accounts for the DocStation organization, with traditional password/MFA login still supported as an alternative method.

CMS Standard Patient Takeaway Updates

Updated CMS standard patient takeaway documents with enhanced provider information including provider signature, hours of availability, footer improvements, and revision date tracking.

Force Eligibility Check Override

Users can now skip the automated eligibility check that runs as the first step of claim submission, providing more control over the claims process when needed.

LLM Payer Prediction Enhancement

Enhanced machine learning model built from DocStation's proprietary data that accurately predicts medical coverage based on pharmacy coverage patterns. This feature can save up to 20 hours per month per account by eliminating guesswork in identifying patient medical coverage - a unique capability not available elsewhere in the marketplace.

This feature is automatically utilized for any DocStation customer with Automations enabled for consult claims of any kind.

Blue Cross Blue Shield North Carolina Program Tasks

Finalized program tasks specifically for Blue Cross Blue Shield North Carolina, streamlining workflows for network pharmacies.

Beta Feature: Remittance Tab

New beta feature for comprehensive remittance data review including:

Page Size Options

Users can now adjust page size options for data tables, providing better control over how much information is displayed per page.

Prior Authorization Code on Claims

Added prior authorization code field to claims for better prior auth tracking and submission requirements.

Referring Provider in Visit Details

Enhanced visit details now include referring provider information for more comprehensive patient encounter documentation.

Automation History Bug Fix

Fixed synchronization issue with the Automation History tab on the admin side. Re-indexed over 5 million rule evaluations (since August 1st) to ensure accurate results when searching for automation rule evaluations.

CSV Upload Improvements

Payer Claim Variants

New feature that applies payer-specific variations to claims before submission, functioning like payer-specific feature flags. Examples include:

Claim Deduplication Logic Update

Enhanced deduplication logic now includes NDC verification. Claims with the same CPT codes but different NDCs will no longer be blocked as duplicates.

Medicare Eligibility Check Routing

Medicare eligibility checks on Availity claims are now automatically routed to the centralized Medicare payer when indicated in the payer dataset.

CLIA Number Support

Added support for CLIA (Clinical Laboratory Improvement Amendments) numbers in the platform.

Payer-Specific Submitter IDs Live on Location profiles for claims submitted via Availity. This functionality addresses specific payer requirements, with Washington state currently identified as impacted.

Bug Fixes and Product Enhancements

Note and Conversation Attachment Improvements

Major improvements to file attachment functionality:

ERA History and Reconciliation

New claim tray item shows ERA history and reconciliation details. Click "Show Details" under Remittance Details to view comprehensive ERA history with adjustments and reconciliation data.

Patient Tags in CSV Import CSV imports now support patient tags, allowing bulk assignment of tags during patient data import processes.

Admin Dashboard Improvements

Session Timeout Improvements

Functional and visual improvements to address annoying logout issues and provide better user experience during session management.

Dataset Management

Added dataset delete functionality that works across all dataset types, streamlining data management workflows.

Conversation Revocation

Revoke conversations sent to the wrong organization with optional reason tracking and archive functionality. Conversations immediately disappear from the recipient organization's view upon revocation.

Care Plan Templates

Create reusable care plan templates with common settings including title, encounter types, program selections, encounter reasons, and interventions. Templates can be applied during care plan creation to pre-populate fields.

Enhanced Eligibility Checks

Detailed Eligibility Information: Expanded eligibility check results now include additional summary information, plan details, and service type specifics (deductible, copay, in/out of network, etc.).

Upgraded Note Attachments and Restoration

2024-2025 Seasonal Vaccine Update

Enhanced Communication

Automated Claim Submission

Auto-submit for Rule-Created Claims: Claims created from rules can now be automatically submitted after a set period (default 48 hours).

Enhanced Patient Information

Improved Claim Management

Bulk Update Payer: New feature allows updating the payer for multiple claims simultaneously, saving time on claim management.

Data Sharing

Claim Export for CPESN MBS: New feature allows CPESN MBS members to share claims data, improving network collaboration.

Program Updates

Enhanced Medical Billing

Improved Location Management

Enhanced eCare Plans

Task Observations in eCare Plans: Observations from tasks are now automatically carried over to eCare Plans as encounter reasons, streamlining documentation.

Improved Claim Management

Enhanced Patient Management

Enhanced Claim Management

Medication Names on Claims: Service lines now display medication names instead of NDC codes where available, improving clarity and readability.

Enhanced User Management

Job Title in Account Profiles: Add job titles to account profiles, which can be used in CMS Cover Letters for more professional documentation.

Improved Claim Submission

Span Dates/To-From Dates: New feature enables submission of claims requiring span dates, with an optional "To Service Date" for flexibility.

Enhanced Documentation

Customizable Print-outs: New checkboxes allow you to remove specific elements from documentation print-outs while retaining them in the electronic format.

Launched Blue Cross Blue Shield North Carolina "More Than a Script" Program

Check out these new help center articles to better understand how claims are submitted on DocStation, what to do when claims get stuck, and what the codes and acronyms mean.

The claim export will now export all of the claims that have been identified via the filters set in the query builder, and the export will contain the data elements shown in the claim table.

The new "finalize claim" functionality was designed to clean up work queues of claims that no longer need further attention. It can also be done in bulk from the claims table. Check out this article to learn more!

New info = green

Removed info = red

Changed info = red to green

Filter by conversation status and assignment. Learn more here!

We've upgraded our claim filters to a query builder to enable advanced filtering and saved work queues. Learn more here!

When a claim is stuck in Processing or Submitted and is not expected to receive ERA data, it can be manually transitioned to an adjudicated status. Don't see this option on your account? Ask DocStation Success to activate it for you via Chat!

The patient list can now be searched by date of birth, and date of birth + first or last name.

New ability to select multiple statuses when filtering the claims table.

Taxonomy codes can be set on Location settings, in Care Provided on claims, and in Templates. The default taxonomy for Billing Providers has been updated to Community Pharmacy 3336C0003X
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As of November 3, we have updated our Terms of Service, which is designed to bring about several improvements. These changes have been crafted to address evolving healthcare regulations, enhance patient responsibility provisions, and ensure greater transparency in our operations.Here's a detailed breakdown of the key modifications in our updated Terms of Service:
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By continuing to use DocStation's services, you are agreeing to the updated Terms of Service, which come into effect on November 3rd, 2023. We deeply appreciate your partnership and your contributions to the pharmacy community, and we remain committed to supporting you in your mission.

The CMS standard patient takeaway documents have been updated for 2024. Notice the new editable fields in the Additional Documentation Requirements modal.

Set hours of availability, edit encounter date, pharmacist NPI and location, and more.

Practitioner availability can be set in the user's personal settings. If none is set, the default "during pharmacy hours" will be set on the cover letter. NPI and other details can also be designated in personal settings.

Export a filtered (or unfiltered) list of patients to utilize with other pharmacy workflows. Learn more here!

The Tasks Page gives a view across all programs to see which tasks have been targeted for which patients. Filter the tasks list by assignment, location, task type, and more!

DocStation can accept pharmacy claims billed to DocStation's BIN and convert them to medical claims to be billed to the payer. This is ideal for billing vaccines and DME to Medicare Part B, or specialty medications to other medical benefits.

DocStation's BIN is 025656. Learn more here!

DocStation AI will identify duplicate claims - any claim that matches the following combination of a previously generated claim: same patient, same date of service, same service code (CPT). This will appear as a "stopped" evaluation.

Set the desired taxonomy code for Billing Provider on the claim.

Override the eligibility checking step of claim submission. This is useful when the clearinghouse or payer is experiencing an outage, but the user is confident in the patient's cover.

Currently only available to DocStation staff. Ask DocStation Support for help with this, let us know if you'd like access to this feature.

Utilize the new claim template types to help you build the optimal medical claim. Learn more in this help article.

Basic Fixed Cost - required for Automated medical billing; assumes a consistent cost for a consistently billed CPT code.

Basic Product - includes validation for setting the product NDC on the medical claim. perfect for DME billing.

Complexity based MTM - enables stacking of traditional MTM CPT codes for MTM programs that reimburse based on encounter complexity rather than time spent with the patient.

When ERAs are available for claims, the claim status and remark codes will be visible in the Care Provided section. Hover over the code for descriptions.

Newly integrated pharmacies can now import the previous six months of dispensing data once the Liberty integration is active. Learn more here.

DocStation AI utilizes machine learning to predict medical insurance for patients based on pharmacy coverage, location, and other supporting factors. Learn more about the model here!

DocStation AI will predict up to three payers for which a patient is likely to have medical coverage. Then, DocStation AI will make an eligibility check to verify active coverage. If an active payer is found, it will be set on the claim (verified payer). If no active coverage is found, it doesn't necessarily mean the recommended payers don't cover the patient. It could likely be due to the subscriber ID not being correct. Modify the subscriber ID to find active coverage.

Use Automations to target dispensing data and automatically generate medical claims for services. Check out this help article to configure Automations for your organization.

A new subscription offering allows subscribers to pay a set amount for a number of claims submitted, rather than a percentage of paid amount. Speak with DocStation Customer Success about this option!

Automated claim status checks were implemented. This automatically moves medical claims through appropriate lifecycle stages based on responses from the clearinghouse and payer.

Rejected filter no longer includes Denied and Not Billable claims

New: Not Billable and Waiting for Provider filters

Check out the new look for DocStation's 6th birthday!

Check out the Demo library here!

DocStation is now integrated with Liberty's RXQ dispensing system! Add the integration in the Data Exchange tab, and input your pharmacy's API key. Check out this help article for more details.

Search h the patient list for patients who are taking a specific medication.

Task Filter Update - Completed and Archive statuses included

New Payer Codes for CPESN eCare Plans

The following Payer Codes have been added:

SNOMED CT codes related to social determinants of health (SDOH) were added to Conditions (problem observation).

Provider Availability

Set your scheduling availability in your personal settings. This coordinates with Location and Appointment availabilities to allow patients to find optimal appointment times.

Appointment Hours

Add specific hours of availability for each appointment type.

Use assessments to capture important health data in a discrete survey format. Fully customizable for Premium subscribers, and includes a library of standard healthcare assessments.

Create and manage tags on patient profiles to curate fixed lists for any workflow focus of your clinical pharmacy practice. Available to DocStation Premium subscribers.

Calendar appointments can now be filtered by assigned Provider. Available to all DocStation organizations.

Organization Admins can now designate team members as Providers at a specific location. This will improve the scheduling experience, especially for organizations with many team members across many locations.

We've also added a new favorite label for your primary location, which can be set in your user settings. These settings are available to all DocStation organizations.

Add a user (or multiple) to a specific location via the Users tab on the Location in settings. This will enable patients to schedule appointments with Providers designated at that Location. (This will not remove access for any users in the organization who are not added to the Location.)

Ideal for organizations with multiple locations, users can set their Primary location in their user settings. This primary location will now be designated with a favorites star in the Location's settings.

Improvements have been made to the csv import tool to better recognize and convert immunization NDCs to CVXs and update the display in the UI. These records will now import to the Immunization section of the health record rather than the Medication section.

Dates were not displaying correctly on previously generated documents, which can cause problems for future follow ups. Dates pertaining to date of service and age are now static.

Create appointment types for your pharmacy locations; schedule patients for visits on your calendar. Learn more about the enhanced Calendar and Scheduling features here!

Sort the patient list by any column in the table. Just click the column header to sort by - one click for ascending, two clicks for descending, three clicks to undo the sort.

Clinical details specified about a patient's cognitive, tobacco use, and LTC residence status will flow from the Patient Profile into the CMR Task and generated documents automatically.

Search functionality has been added to the Organization's claims page. Search by claim number, status, or location.

New Claim title: changed to the simple DS+five digits; removed the payer, patient last name, date convention.

Claim status is now displayed in the claim tray as well as the summary page.

Additional validations have been setup to ensure each claim has the greatest opportunity to be accepted and paid after the first submission (clean claim). Validation error messages will display on the new claim if identifiers are missing or incorrect on the Patient Profile and/or the pharmacy's Organization Settings.

The "In Progress" status has been added to the list of available task filters. A task qualifies as "In Progress" once it has been accepted (simply: opened) by a user. Pharmacies can utilize this filter in workflows where a technician or student completes an initial review or data entry portion of a task and a pharmacist needs to do a final review and complete the task.

Add a reaction, as well as criticality level, to a new allergy record. The reaction will display in the health record as well as on any documents generated from a CMR task that require allergy information.

DocStation calculates medication adherence based on prescription claims data and medication indication logic. If the medication does not meet the algorithmic criteria to calculate PDC, the adherence bar will not be displayed.

When adding a diagnosis to a claim, search using either the appropriate billable ICD10 code or the name of the diagnosis.

Claims can now be set to automatically recur on a specified cadence. Select the recurrence window on the first claim and seven days prior to the date of next submission, DocStation will automatically create a draft claim identical to the first claim. If no further action is taken to modify the submission, the draft claim will automatically submit for payment on the set date.

Setting the recurrence:

Assign tasks to individuals on your team. The assigned tasks can be reviewed by filtering for the individual's name.

Don't see this feature on your DocStation platform? Sign up for a subscription here to take advantage of this and many other awesome features!

Save your filters in the Patient List to reuse in the future. Set the appropriate search parameters, then select "Save Filter". Name the search and save.