7.7.0 Release Notes

Estimated Release Date:  Tuesday, 07/09/2024

Feature Enhancements:

Release 7.7.0

Services Bundler is now Services Preprocessor

File > Services > Services > Services - Preprocessor Form


To streamline form names in NextStep Billing, what was previously known as the Services Bundler has been renamed Services Preprocessor.


Create an Activity Code Group

Maintenance and Setup > Activity Codes > Activity Code Billing Groups


NextStep Billing can create groupings of Activity Codes to be used in conjunction with the Activity Code Bundle Setup. After navigating to the form, the user will create a Group Name and then open a transfer list pop-up to select which Activity Codes to add to the grouping.


To streamline form names in NextStep Billing, what was previously known as Activity Code Groups has been renamed Activity Code Add-on Code Setup.


Billing NPI Override

Maintenance and Setup > Billing NPI Override


The Billing NPI Override feature (previously named Billing NPI Override by Program) allows the user to set up a Billing NPI (Loop 2010AA) for specific Programs, Insurances, Staff, Activity Codes, or Site IDs. This also includes an option to override the name of the Billing Provider if needed.


Note: If multiple overrides are added with overlapping information, the most granular setup will be used. Additionally, if a Line Item fits within more than one of the override criteria, the most recently added override will be pulled into the 837 file. 


Activity Code Bundle Setup Enhancements


Maintenance and Setup > Activity Codes > Activity Code Bundle Setup



  1. Previously, Base Activity Codes could only be added as a single code. Now, they can remain a single code or be added as a grouping of codes.

  2. For your convenience, there is a link to the Activity Code Billing Groups setup form if you need to set up an Activity Code Group.

  3. Service Count

    1. Service Count MIN and MAX will dictate the Bundled Activity Code based on the number of services within the selected date range and filters in the Preprocessor.

  4. Unit Count

    1. Unit Count MIN and MAX will dictate the Bundled Activity Code based on the number of units dispensed within the selected date range and filters in the Preprocessor.

  5. The Bundled Activity Code has remained the same. This is the final code on your Line Item to be billed out. It cannot be the same as your Base Code(s).

  6. Modifier for the bundled code. This will add on to any other modifiers already set up.

  7. Diagnosis for the bundled code. This will override the current diagnosis to become the primary diagnosis billed on the claim.

Additionally, we have added explanations for certain titles when hovering over them while the form is in Edit mode:

  • Service Count 

  • Unit Count

  • Bundle Time

  • Bundle Units

  • Daily

Update to the Billing NPI Override List grid view

Maintenance and Setup > Billing NPI Override

The Billing NPI Override List grid view has been expanded to show all fields within the editable List.



Resolved Issues:

Release 7.7.0

CO253 Adjustments Kicking down to next payer instead of adjusting balance off

Previously, CO Adjustments were kicking down to the next payer instead of adjusting off the balance. This has been resolved.

This was primarily affecting CO-253 adjustments from Medicare.