UCare Minnesota Program
A new UCare MN program is now available in Admin. Add pharmacies to this program to enable the on-demand UCare CMR task, which generates CMS standard patient takeaway documents and CCDs.
The UCare program header distinguishes UCare CMRs from BCBS MN and HealthPartners CMRs, so pharmacies can accurately track their UCare encounters and route CCDs appropriately. Pharmacies can also configure separate SFTP settings to transfer CCDs to the destination of their choice — including CPESN, upon request.
As with other programs, pharmacies must opt in by requesting to be added.
Prescriber-to-Rendering Provider Template Function
A new template function allows the prescriber (ordering provider) on a BIN-billed claim to be mapped to the rendering provider on the resulting medical claim.
Use cases include BIN-billing consult claims and payer requirements where the rendering provider must be the pharmacist — particularly relevant for Iowa Medicaid and MCOs. This works at scale when the pharmacy is using a credentialed pharmacist as the prescriber on vaccine claims.
BCBS NC Program Updates
The BCBS NC Diabetes Management and Hypertension Management program tasks now include a built-in pre-visit assessment. Additional information captured in the assessment is saved for use in reporting. Previously created tasks have been updated to reflect this change.
Remittance Tab Now Live for All Customers
The Remittance tab — previously in beta — is now live for all customers. View your full list of remittances, download individual or bulk X12 ERA files, search remittances, and see a new column distinguishing Manual vs. ERA sources. Remittances can also be clicked to view additional details.
ERA History and Reconciliation in Claim Tray
The claim tray now includes a new item showing ERA history and reconciliation details. Click "Show Details" under Remittance Details to open the full ERA history view with adjustments and reconciliation data.
ERA Enrollment Auto-Approval
ERA enrollments are now automatically approved when DocStation receives an ERA matching the clearinghouse, location, and payer on the enrollment. This eliminates the need for manual approval in most cases.
EDI Enrollment Status Automation
EDI enrollment status checks are now fully automated and run daily. The system logs into Availity and Change Healthcare portals, performs MFA, downloads enrollment CSVs, and imports the last 120 days of statuses into DocStation — no manual intervention required.
Claim Reversal Filtering
The date a claim reversal was initiated is now available as both a column and a filter on the claims table. To filter to claims where a reversal is in progress, use the "is before" or "is between" options.
Additional Bulk Claim Update Fields
Bulk claim editing now supports two additional fields: billing provider & taxonomy, and service facility — including the ability to update place of service without affecting the rest of the service lines.
CSV Import Improvements
Several updates to the CSV import tool shipped in January:
- UI messaging now shows when an import is awaiting review, rather than showing "Processing"
- Timestamps are stripped from dates rather than triggering a validation failure
- Address line 2 is now supported as a separate column
- Phone numbers in component columns (area code, exchange, subscriber) are now supported
Auto-Submit Per-Location Control
Auto-submit can now be enabled per location on global rules, without needing to duplicate the rule. Users can turn this on themselves — no DocStation admin action required. Rules do not allow auto-submit by default; DocStation admins can specify on a rule whether auto-submit is available for that rule.
New Eligibility Check Validations
Two new validation checks are now live for all customers in BIN billing workflows:
Medicare Part A Only If an eligibility check shows Part A coverage only, or doesn't explicitly confirm Part B coverage, the claim receives this rejection: "Patient has Medicare Part A coverage only. Bill Part D or other coverage."
HMO Plan Detection If an eligibility check shows the plan type is HMO, the claim receives this rejection: "Patient has HMO plan, service/product unlikely to be covered on medical benefit. Bill other coverage instead." This can be overridden using DUR codes OEC or TP, R0, 1B.
Claim Auto-Summary for Needy Claims (Internal Alpha)
AI-powered summaries now automatically appear when opening claims in states requiring attention — zero-paid, invalid, rejected, or denied. Summaries include contextual information to help identify what's wrong and what to do next, with cached results so the summary doesn't regenerate on every open. Currently in internal alpha testing.
Query with AI Filter Improvements (Internal Alpha)
The "Query with AI" claims filter tool is now context-aware. Ask it to show claims for a specific location by name and it will resolve the reference correctly. It also shows a preview of the filter it's about to apply before making changes, so you can confirm before anything shifts. Currently in internal alpha testing.
Units and Billed Amount Calculator
Claim service lines now include a live calculator for units and total billed amount. Edit the units and the total billed amount recalculates automatically based on the per-unit rate. Edit the total billed amount and the per-unit rate adjusts based on the units entered. Makes it easier to get the math right without doing it manually.
Project Identifier on Claims
Claims can now be tagged with a project identifier, making it easier to group and track claims associated with specific initiatives, programs, or billing projects.
DocStation Copilot Instructions (Internal Alpha)
DocStation Copilot now supports custom instructions — a way to give Copilot organization-specific context that it can reference when responding. This is the foundation for teaching Copilot payer-specific billing rules, modifier requirements, and other organization-level knowledge, enabling more accurate and tailored guidance over time. Currently in internal alpha testing; not yet available to customers.
