7.13.0 Release Notes

Beta Release Date: 06/18/25
Expected GA Release Date: Wednesday, 6/25/25

Feature Enhancements:

Release 7.13.0

Add Taxonomy by Agency and Insurance

Maintenance and Setup > Agencies/Provider Network > Override By Ins button > click Ok


NextStep Billing now offers a Taxonomy Code override if a specific Taxonomy is required by the payer for the Agency, per the payer's rules. This would populate the overridden Taxonomy for the Billing Provider (Loop 2000A) in the 837 claim file.

Add a modifier by Contact Type or Contact Type and Insurance

Maintenance and Setup > Activity Codes > Activity Codes > Ins Coverage > Contacts Billable


NextStep now offers the option to attach a modifier to a specific Contact Type/Place of Service. In addition, there is also a Contact Type Override by Insurance to attach a specific modifier to a specific Activity Code, Contact Type, and Insurance.

New setup option in Billing to not require Dx per the Procedure Code

Maintenance and Setup > Procedure Codes > Procedure Codes


NextStep Billing has a new setup option to allow the user to mark a Procedure Code as not requiring a diagnosis. If your agency’s services go through NextStep Billing but are not being sent to traditional insurance, you might consider this option to bypass the Bill Status Code: 25 - “Note sealed without a diagnosis, or clients DSMV missing diagnosis.“

Add a "Line Item Type" filter to the Services and Line Items Form

New updates regarding the labeling and filtering of lines related to the Bundling workflow - 

  • A Line Item Type field has been added to the Services Form. After a service line has been Recalced, it will display whether it is a Normal, Base, or Bundled line in the Type field.
  • Also, the Line Item Type can now be selected as a filter in the Services or Line Items Forms.

Issues Resolved:

Release 7.13.0

Fix the Tax ID in the Agency Override By Insurance Form

Maintenance and Setup > Agencies/Provider Network > Override By Ins button > click Ok

and Maintenance and Setup > Agencies/Provider Network > Override By Site ID button > click Ok


Previously, when using an Agency Override, the Tax ID did not carry over into the Billing Provider loop (2010AA) of the 837 claim file. That has been resolved.

Fix a Scheduler timeout issue

Resolved a slowness issue that could prevent appointments from being marked attended in the Scheduler.