Announcing PatientPay 25.5
Fully automated VCC B2B payments via Optum STP and native 835 Recon
Updated at May 8th, 2025
Table of Contents
Go-Live Date
This release is generally available on May 14, 2025.
Release Overview
Below is a summary of the enhancements / fixes in this release:
- Integration with Optum Straight Through Processing (STP) for B2B virtual credit card (VCC) insurance payments
- Recon now supports native EDI-835 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-13793 | System now supports Optum STP B2B VCC payments for insurance reimbursement to providers |
| PPY-13801 | Insurance Dashboard now provides tooltip with response code and message when transaction status = Failed or Rejected |
| PPY-13816 | Admin Transaction Detail now prohibits Void/Refund of VCC transactions |
| PPY-13805 | Admin Bill History and Transaction Report now reflect card type of “VCC” when transaction is processed using virtual credit card (VCC) |
| PPY-13728 | Recon service and Admin Configuration now support native EDI 835 format |
| PPY-13740 | Recon service now supports claim number being included in recon file, if desirable |
| PPY-13869 | Analytics Dashboard Network now excludes VCC cards on file from counts |
| PPY-13866 | Optum STP APIs now strip hyphens from TINs in case they were entered into the EIN/Tax ID field of Admin Configuration for Organization to ensure we match the provider when processing VCC payments |
| PPY-10682 | Admin EMV card reader feature now syncs UI with device on 2-minute timeout and doesn’t hold up the user from proceeding after they initiate a payment with device |
| PPY-13815 | ElitePS added to list of print vendors for Admin Configuration of Partner |
| PPY-13936 | Managed Airflow now automates the delivery of print JSON files to ElitePS |
| PPY-13850 | VCC payment enrollment log now includes created/modified timestamp columns to assist with troubleshooting |
| PPY-13694 | All microservices upgraded to Spring Boot 3.4.0 for enhancements/bug fixes |
| PPY-13706 | PatientPay now supports optional pre-processor during Ingestion for clients that cannot send statement data that matches our specs |
| PPY-13706 | New CSV to Lifetime JSON pre-processor converts CSV to Lifetime JSON specification for ingesting statements |
| PPY-13872 | New CSV to Lockbox pre-processor converts CSV to the Lockbox JSON specification for ingesting Lockbox payments |
| PPY-13852 | Lifetime/Episodic JSON specifications now default to expecting the accountId to be in the guarantor block so that we can more easily support a bill that has multiple patients |
| PPY-13794 | New Daily Communication Activity Report allows partners to subscribe to a CSV summary of bill communications sent on previous day |
| PPY-13737 | Admin Create Payment menu now enables submenu options based on user permissions |
| PPY-13738 | Admin Role Management provides clearer separation of sections and groups similar permissions |
| PPY-13782 | Recon service endpoint now supports options “allowDuplicate” parameter to control whether the allow duplicate recon files to be generated |
| PPY-13793 | System now supports Optum STP B2B VCC payments for insurance reimbursement to providers |
| PPY-13801 | Insurance Dashboard now provides tooltip with response code and message when transaction status = Failed or Rejected |
| PPY-13816 | Admin Transaction Detail now prohibits Void/Refund of VCC transactions |
| PPY-13805 | Admin Bill History and Transaction Report now reflect card type of “VCC” when transaction is processed using virtual credit card (VCC) |
Fixes in This Release
The following fixes apply to this release:
| Issue Number | Description |
| PPY-13832 | Enrollment Date is now correctly displaying in Admin Configuration for Organization > Payments when enrolling provider in Optum STP VCC payments |
| PPY-13787 | Admin Search for Transaction is now correctly showing Now payment when searching by name |
| PPY-13721 | Ingestion now correctly saved claimNo field to bill visit table when specified in Lifetime/Episodic JSON |
| PPY-13725 | Technology Fee no longer included in transaction when paying via Bank Account/ACH and making partial payment on Patient Portal |
| PPY-13722 | System is now correctly truncating the service description if longer than our database allows, and has better error handling around bill updates, to avoid miscommunicating that a bill was updated successfully |
| PPY-13711 | Update Plan option in Admin now allows user to choose any future data within 60 days instead of enforcing the 15th/30th date due to plan configuration interval being bi-monthly as interval doesn’t apply to scheduled payments |
| PPY-13847 | Patient match algorithm now strips out hyphens in zipcode to ensure consistent matching regardless of format |
| PPY-13819 | Admin user is now able to update plan and/or payment method for Pay Later scheduled payment when Electronically Sign Agreement feature flag is enabled |
| PPY-13599 | Voiding a bill in Admin is now hiding the due amount instead of pushing the label to the far right of screen |
| PPY-13802 | Admin menu now keeps account info in lower half visible when user expands multiple submenus using a scrollbar for the menu |
| PPY-13773 | Admin Transaction Detail now only shows Setup Fee and Down Payment line items for Now Payment Plans and not regular Now payments |
| PPY-13765 | Create Payment > Bill Payments now prompts user to select practice when visiting the screen for the first time |
| PPY-13764 | Admin Configuration for Organization > Recon now displays correct Lookback Days for Cash recon type |
| PPY-13750 | Admin Create Payment now allows Now payments to be setup on payment plan using Custom Plan option when no plan configuration tiers are configured |
Known Issues in This Release
There are no known issues in this release.