The release of 5.10 brings the much-anticipated changes in the layout and logic of the Insurance Payment module and underlying processes. It’s not just the insurance module, there are exciting improvements in all areas too.
Key Features
Have It Your Way
- Emails? Balance? Birthdays? Tailor the patient information displayed on the Huddle Dashboard to reflect the items you need most with clearly defined links.

Tag Your Lab
- Lab Cases, Not Puppies. Print a detailed tracking page for your lab cases that can now include a reference number.

More Improvements
Billing and Insurance:
- Manage BluePay transactions from inside CareStack in a new control center allowing you to view, process, or void transactions directly.
- Link provider adjustments, like interest, rebate, or fees to a location for better calculations of location level income and collections.
- Correct mistakes by partially reversing or editing applied transactions instead of fully reversing and reapplying payments.
- Find fewer issues in ERA auto-posted payments now that the patient responsibility is considered along with the insurance paid amounts in the calculation and adjustment logic.
- Track a plan’s exclusions and limitations more effectively with new standard rules.
Front Office:
- Identify lab cases in the slider with color-coding for overdue labs and labs past the close-out date.
Clinical
- Build your chart more efficiently by including explosion codes that include both conditions and their recommended treatments.
- Assign the treatment time for a treatment plan for simplified scheduling with fewer clicks.
Setup and Administration
- Create Location Groups efficiently by segmenting them with a three- or five-digit zip code search.