1.Enhanced Notes Classification for Patient Documentation
Overview
We have enhanced the Notes Classification functionality within the Patient Detail screen to provide greater flexibility and more accurate documentation of patient interactions.
What's New?
Added two new classification options:
Office Visit
Procedure
All selected classifications will be displayed alongside the note for improved visibility and reporting.
Benefits
Improves documentation accuracy and note organization.
Makes it easier for care teams to categorize, review, and search patient notes.
Additional Information
Existing notes and classifications remain unchanged.
Current note workflows continue to function as expected.
Why It Matters
More accurate note classification improves documentation consistency, supports operational reporting, and provides better visibility into patient interactions across the care continuum.
2. Sentiment Score Now Available for Enrollment Calls
We have extended our AI-powered Sentiment Score functionality to the Enrollment calls, providing deeper visibility into patient interactions during the enrollment process.
Enrollment calls and transcripts will now be automatically analyzed to assess patient sentiment, helping teams better understand patient engagement, identify interactions that may require follow-up, and support quality improvement initiatives.
What's New?
Automatic sentiment analysis for enrollment calls and transcripts
Sentiment score displayed on a 0–1 scale
Sentiment categorization with visual indicators:
🟢 Positive (0.65 and above)
⚪ Neutral (0.40 – 0.64)
🔴 Negative (0.39 and below)
New sentiment-based filters in conversation centre to quickly review and segment interactions
Benefits
Improved visibility into patient enrollment experiences
Faster identification of at-risk or dissatisfied patient interactions
Enhanced quality assurance and coaching opportunities
Better insights into patient engagement and enrollment effectiveness
Configuration
This feature can be enabled or disabled through a backend configuration setting based on your organization's preferences.
Additional Notes
Existing enrollment and transcription workflows remain unchanged.
Historical records are unaffected.
Sentiment scoring is generated automatically as part of the AI transcription process.
3. Automated Feedback Survey for Offboarded Patients
Overview
We have introduced an automated feedback collection process to help practices better understand why patients discontinue participation in care programs.
Patients who have recently been offboarded will automatically receive a brief feedback survey, allowing organizations to gather valuable insights into patient experience and identify opportunities for improvement.
What's New?
Automatic outreach to patients who have been offboarded within the previous week.
Feedback requests delivered via:
SMS (when a valid phone number is available)
Email (when a phone number is unavailable)
Simple survey experience designed to maximize response rates.
Secure survey links with expiration periods for added security.
Responses are automatically captured in the backend and can be requested for reporting and analysis.
Survey Topics May Include
Never started the service
Cost concerns
Limited perceived value
Technical issues with devices or applications
Other patient-provided feedback
Benefits
Improved visibility into patient churn reasons
Better understanding of patient experience and engagement challenges
Data-driven insights to support retention and quality improvement initiatives
Reduced manual effort through automated outreach
Additional Notes
Patients without a valid phone number or email address will be excluded from outreach.
Communication preferences and opt-out settings are respected.
Survey responses are securely stored and available for reporting purposes.
4. Support for HCPCS Code G0570 (Behavioral Health Integration)
Overview
We have added support for HCPCS Code G0570, enabling practices to identify and track eligible Behavioral Health Integration (BHI) services performed in conjunction with Advanced Primary Care Management (APCM).
The platform can now evaluate APCM patients with qualifying behavioral health conditions and documented behavioral health activities to help identify potential G0570 billing opportunities.
What's New?
Support for HCPCS Code G0570
Identification of APCM patients with qualifying behavioral health diagnoses
Tracking of documented behavioral health activities, including:
Behavioral health assessments
PHQ-9 and GAD-7 reviews
Behavioral health care plan updates
Medication adherence reviews
Behavioral health care coordination
Follow-up monitoring and patient education
Automated eligibility status indicators:
Eligible
Not Eligible
Missing Documentation
Enhanced reporting visibility for behavioral health documentation and eligibility tracking
Example
Patient is enrolled in APCM.
Patient has an active diagnosis of depression, anxiety, PTSD, or another qualifying behavioral health condition.
The care team completes and documents a behavioral health activity during the month.
The system validates APCM enrollment, behavioral health diagnosis, and supporting documentation.
The patient is identified as eligible for G0570, which can be billed alongside the applicable APCM code for the same billing period.
Benefits
Improved visibility into behavioral health services provided to APCM patients
Better documentation tracking and compliance support
Identification of additional reimbursement opportunities
Enhanced reporting and audit readiness
5. Billing Unit Validation Controls Across Billing & Claims Workflows
Overview
We have introduced enhanced billing governance controls to help practices maintain billing accuracy, reduce compliance risk, and prevent excessive unit generation across billing and claims workflows.
This enhancement introduces centralized controls to restrict billing units beyond a configured maximum threshold and ensures consistent validation throughout the billing lifecycle.
Please Note: The default billing unit limit is now set to 2 units. If you would like to use your previous configuration, please reach out to your Account Manager.
What’s New
We can now configure and define maximum billing units per billing code
Default limit set to 2 units per patient per billing cycle
System prevents additional billing once the limit is reached
Applicable across multiple care management programs and codes.
Validation applied across billing and claims workflows:
Billing generation
Claim creation
Claim submission
Applicable Billing Codes
This validation rule applies to the following billing codes:
RPM – 99458
RTM – 98981
CCM – 99439
PCM – 99425, 99427, 99437
MTM – 99607
BHI – 99489
Example
If the maximum allowed units for a billing code are set to 2:
Patient qualifies for multiple RPM CPT 99458.
The system successfully generates:
Unit 1 → 99458
Unit 2 → 99458
If a user attempts to generate or submit a 3rd unit of 99458 during the same billing cycle:
The system will block the action.
The additional billing code will not be generated.
The claim cannot be created or submitted with the excess unit.
A validation message will be displayed informing the user that the maximum allowable units have been reached.
Benefits:
Prevents duplicate or excess billing units
Ensures claims are compliant before submission
Improves billing accuracy and consistency across programs
No disruption to existing billing workflows
Configuration
This functionality is managed through a backend configuration setting, allowing HealthArc to enable or disable billing unit limits as needed. The configuration is applied consistently across billing and claims workflows to ensure accurate and compliant billing practices.
This enhancement helps improve billing accuracy, claim compliance, and audit readiness across all supported programs.
If you have any questions regarding this enhancement, please reach out to your Account Manager.