Announcing PatientPay 25.4
Fully automated VCC payments via Optum STP
Updated at April 13th, 2025
Table of Contents
Go-Live Date
This release is generally available on April 16, 2025.
Release Overview
Below is a summary of the enhancements / fixes in this release:
- Integration with Optum Straight Through Processing (STP) for C2B virtual credit card (VCC) patient payments
- Cash Register improvements
- Payment Plan Report improvements for cancelled plans
- Recon now supports native JSON format
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Approximately 33 bug fixes
Enhancements in This Release
The following represents the enhancements that were made in this release:
| Issue Number | Description |
| PPY-13680 | Admin Create Payment menu now includes submenus for Bill Payment, Insurance Payment and Now Payment to provide shortcuts to common functions |
| PPY-13503 | Admin includes new Insurance Payments Dashboard for reviewing VCC payments |
| PPY-13517 | Insurance Payments Dashboard now includes Transaction Detail screen to review VCC payments included in each batch |
| PPY-13489 | Admin Configuration provides ability for partners and their providers to enroll in Optum STP (Straight Through Processing) for automating virtual credit card (VCC) payments |
| PPY-13497 | PatientPay now processes Optum STP C2B (Consumer to Business) payments for VCC reimbursement of patient bill payments |
| PPY-12624 | PatientPay now supports EMV card readers (Ingenico Lane 3600 and 7000) for PayFac customers that want P2PE credit card payments via chip/tap |
| PPY-13608 | PatientPay now provides SmartLaunch launch integration with Azalea Health Acute/Inpatient and loads Guarantor Details for selected patient account |
| PPY-13263 | SmartLaunch integration for Azalea Ambulatory now longer displays Logout menu requiring users to explicitly logout to end each session (now done automatically when iFrame is closed) |
| PPY-13590 | Admin Configuration now provides support for native JSON Recon file format for organizations that want to use JSON format to post payments back to the system of record |
| PPY-13592 | Recon service now natively supports JSON file format if enabled via configuration |
| PPY-13432 | Recon Report now includes Recon Type of Subscription to better isolate recon files for organizations that use a separate recon for Now subscriptions |
| PPY-13414 | Recon API now allows caller to specify recon type(s) they wish to regenerate to avoid having to generate all recon files and manually delete duplicates |
| PPY-13360 | Recon service now support separate Recon for Cash Register transactions should an organization wish to perform daily reconciliation of cash payments |
| PPY-4592 | Admin Cash Register now provides the ability to choose Cash or Check payment type when entering cash transaction |
| PPY-4584 | Admin Cash Register now has improved Payment History tab with filters for time frame to allow users to easily search for previous transactions |
| PPY-8315 | Admin Cash Register now provides View button that links back to Transaction Detail for cash transactions |
| PPY-13359 | Admin Transaction Detail now supports Cash Register transactions and ability to void a transaction |
| PPY-13358 | Admin Cash Register now optionally shows Location drop-down for organizations that have payment locations enabled |
| PPY-13359 | Admin Transaction Report includes new “Cash Payment” filter to allow users to isolate cash transactions |
| PPY-13492 | Admin Search for Transaction now includes cash transactions |
| PPY-13267 | Admin Payment Plan Report now includes new “Has Active Plan” column that indicates whether cancelled plans have been replaced with a newer, active plan |
| PPY-13284 | PatientPay now include ACH Rejects in its daily batch funding routine so that Recon includes ACH Rejects for PayFac customers |
| PPY-13295 | Admin now automatically selects the practice if the user has permission to only a single practice to reduce user fatigue |
| PPY-13430 | Practice Admin role now includes Analytics permission by default |
| PPY-12618 | Admin includes new Help & Support menu for accessing online knowledge base documentation |
Fixes in This Release
The following fixes apply to this release:
| Issue Number | Description |
| PPY-13600 | Resolved issue where the Payment Plan pay option would not appear in Admin when the user clicks quickly between screens |
| PPY-13692 | Payment Plan Agreement HTML now displays correct down payment when setting up plan |
| PPY-13681 | Payment Plan Agreement PDF now displays correct finance charges when setting up plan |
| PPY-13691 | Payment Plan interval type is now correctly inheriting from partner-level when organization-level PRAI configuration is missing |
| PPY-13796 | Recon service now correctly generates files when Cash and Lockbox types are requested more than once |
| PPY-13688 | Admin Search for Transaction by name is no longer displaying duplicate Now payment transactions |
| PPY-13665 | Recon service no longer generates error for ACH if more than one organization is sharing a MID |
| PPY-13601 | Admin Search for Transaction now correctly for cash transactions when searching using compound criteria of Amount and Name |
| PPY-13597 | PatientPay is now correctly handling a PayFac (WorldPay) response code of 141 to mean successful payment on consumer non-reloadable prepaid cards |
| PPY-13587 | Patient Portal now requires value for Description field of Now payment plan when editing via Plans & Subscriptions screen |
| PPY-13571 | Admin Payment Plan Report now honors the Time frame filter selection and doesn’t switch back to “All” after user changes selection on first time into report |
| PPY-13566 | Patient Portal no longer flashes Submit Payment after confirming plan setup via Review & Confirm Payment dialog |
| PPY-13559 | Admin now requires user to select start date when choosing Pay Later option |
| PPY-13548 | Patient Portal now displays payment methods section correct after Subscription or Now payment plans are setup |
| PPY-13536 | Patient Portal now provides improved support for pinch to zoom/pan on Payment Plan Agreement so Cancel and ACCEPT AND PAY buttons are always clickable |
| PPY-13530 | Admin now correctly resets start date for Now payment plan when plans are setup back-to-back |
| PPY-13528 | APR calculation for interest-bearing payment plans corrected to include setup fees |
| PPY-13526 | Admin Payment Plan report now includes tooltip if Patient ID, Patient Name or Insurance Name exceed column width |
| PPY-13524 | Admin and Patient Portal Payment Plans & Subscriptions screens now correctly show active plans when ledger has one final installment left |
| PPY-13118 | When updating a Patient ID in Transaction Detail for a NOW transaction, and the user chooses to update name, the search for patient accounts is scoped by organization to which the current Patient ID belongs and not an open search of all organization |
| PPY-13390 | Admin Configuration for Payment Plans now requires plan term values to be positive values to prevent invalid configuration |
| PPY-13467 | Admin Configuration for Payment Plans now updates all play types based on the updated interval |
| PPY-13450 | Admin User Management now correctly displays newly created user after choosing newly created role |
| PPY-13471 | Admin Transaction Detail now correctly displays for subscription transaction that was flagged for chargeback |
| PPY-13402 | Transaction amounts should remain unchanged and display total transaction when toggling Bulk Edit and pressing Search from Admin Search for Transactions |
| PPY-13248 | Card type for JCB and Diners Card now use proper case on all screens |
| PPY-13486 | Bills & Payments filtering is now working properly for Practice Admin and Practice User roles |
| PPY-13491 | Admin Transaction Detail now displays Down Payment correctly for payment plan installments |
| PPY-13495 | Resolved API failures contributing to sporadic “Unable to proceed with your request” errors in Patient Portal |
| PPY-13501 | When updating subscription via Admin or Patient Portal, next installment date is updated instead of start date |
| PPY-13505 | Update Plan honors original interval of plan configuration when presenting plan option, should interval change between original setup and update |
| PPY-13513 | Admin Transaction Detail now displays correct amount when loading screen from Confirmation Number link in Recon Report |
| PPY-13511 | Patients are now notified via email/text notification should interest-bearing payment plan be cancelled due to balance increase via Ingestion |
Known Issues in This Release
There are no known issues in this release.