Update – May 2025

In this release, PracticeEHR delivers key enhancements aimed at boosting clinical workflow efficiency, streamlining patient care, and supporting practice customization. New features include enhanced Plan Profile options, a new Lab Test Creation workflow, and AI Scribe improvements for more accurate, context-aware clinical documentation.

Plan Profile Updates

As part of this release, PracticeEHR introduces two significant enhancements to the Plan Profile module.

What's new:

• Invoice Option: Send invoices directly to patients' employers from the Plan Profile.
• Accept Assignment: Define insurance assignment preferences at plan creation; carries through to patient insurance automatically.

Use cases:

• Occupational-health billing: Occupational-health providers invoice employers directly for workplace injury visits.
• High-deductible plan management: Practices toggle “Accept Assignment” off for self-pay or HSA plans, ensuring balances route correctly.

Invoice Option in Plan Profile & Paper Submission

Previously, there were Medical or Institutional forms available under the Claim Form dropdown during plan setup.

In this release, a new option i.e., “Invoice” has been introduced as shown below.

Navigation (Setup – Plan)

Setup > Billing > Plan > Create Plan > Claim Form > Invoice

Important Point: This enhancement is beneficial for Providers who need to submit invoices to Patient’s employers. This feature is available upon request and can be enabled as needed.

When a plan is configured with the Invoice claim form type, all corresponding visits will automatically appear in the newly added Invoice section of the Paper Submission screen.

Navigation (Billing – Paper Submission)

Billing > Dashboard > Activities > Paper Submission > Invoices

In the Paper Submission when the Invoice Option is selected from the Dropdown, following detail will be available as below:

• Visits
• Clinical Visit #
• DOS
• Patient Name
• Account #
• Provider
• Location
• Plan
• Plan ID
• Employer
• Plan Amount
• Balance

Note: All those Records will be available on the screen, that has Claim Form (Invoice) in their Plans.

• User select the Record and clicks on the “Print Invoice” button option, and system will print the selected Record (s) invoice as shown below

Accept Assignment

Another feature introduced in this release is the “Accept Assignment” checkbox in the Plan Profile. Previously unavailable in this module, this addition provides enhanced control over billing preferences at the plan level.

When enabled, the Accept Assignment status automatically carries over to the Insurance when the Plan is linked to the Patient’s profile > Insurance. Users still retain the flexibility to modify this setting directly within the Insurance tab if needed.

How “Accept Assignment” Checkbox Works?

• Accept assignment is Unchecked the Balance is moved from Plan to Patient.
• Accept assignment is Checked the Balance is moved from patient to Plan.

Navigation & Visuals:

Plan Profile:

Setup > Billing > Plan Profile

Patient Module:

Patient > Insurance > New Plan

Lab Test Enhancement

This release introduces a new enhancement that enables users to Create lab tests directly within the Setup section under the Clinical tab. This feature allows for the configuration of lab tests with customizable attributes such as Test Name, Test Type, Category, Units, Reference Range, and more, offering improved flexibility in lab Test management.

Use cases:

• Rapid response to emerging diagnostics: Add a custom COVID-19 antibody panel within minutes of protocol changes.
• Specialty orders: A cardiology group creates custom lipid-panel variants with tailored reference ranges.

How it Works

• Navigate to the Setup > Clinical > Lab Test > Create Test as shown below
  

  

• Upon clicking on the Create Test button, “Add New Test” Modal Window will open up where user has to fill all the required fields as shown below.
  

  

• Now click on the Create Test Button, The Test will be Saved to the Lab Test Listing Screen, as shown below
  

  

• By clicking on the test name, users can view detailed test information, add Lab Test Crosswalks and Result Components, and save any changes by selecting the Update Test button.
  

  

AI Scribe Enhancement

This release introduces an intelligent enhancement to AI Scribe, enabling it to provide automated Plan suggestions based on the transcript it captures during a patient Conversation.

When a visit is opened and AI Scribe is activated and completed, the system now intelligently analyzes the conversation and suggests relevant items directly within the Plan section.

Key Benefits:

• Transforms real-time conversation into actionable clinical recommendations within the Plan.
• Enhances documentation efficiency by reducing manual entry and ensuring consistency between spoken content and the Plan.
• Supports clinical decision-making with AI-driven suggestions aligned with provider-patient Conversation.

Use cases:

• Automated follow-up scheduling: During a chronic-care visit, suggestions include “HbA1c lab in 3 months” and “diabetic eye exam referral.”
• Consistent care pathways: For common presentations (e.g., URI), AI suggests standard care plans—reducing manual entry and ensuring best practices.

How It Works?

• Open any patient New Visit from the Patient's Chart.
• Launch AI Scribe and conduct the patient conversation as shown below.
  

  

• The AI Scribe modal window will appear, and the system will begin recording the conversation to generate a corresponding transcript.
  

  

• Once AI Scribe has finished processing according to the Transcript, it will be listed as shown below.
  

  

• When AI Scribe is Processed, scrolling to the Plan section will display AI-generated suggestions as per Transcript, under the following columns:
  • AI Scribe
  • AI Suggested
  • Previously AI Suggested / Manually Linked
• Upon selecting and Approving suggestion from the Dropdown, it will automatically populate in the corresponding sections of the Open Visit screen.
  

  

• After selection, the Lab is associated in the Lab Section, similarly the Procedure and Follow ups are added to the designated section i.e., Procedure and HM Follow UP