Latest Updates

• AI Scribes
• API Integration

• AI Scanning and Import
• Setup Update
• Lab Update
• Billing Update
• Scheduling Update
• Patient Update

• SMS Conversation
• Patient Messaging Automation Profiles
• Billing Update

• Patient Messaging Automation
• Patient Messages Update
• Setup Update
• Scheduling Update
• Patient Financial Update
• Billing Update
• UI Update

• Patient Smart Search
• Scheduling Update
• Patient Update
• Reminder Workflow Update
• Billing Update
• E-Statement Update
• Self Scheduling
• General UI Update
• Signoff Changes
• Webinar Link

• User Settings Update
• Payment Gateway Update

• Enterprise Update
• Billing Update
• Clinical Update
• MIPS Update

• Scheduling Update
• Appointment Workflow Update
• Setup Update
• Billing Update
• Clinical Update
• Practice EHR Notification Hub
• Two Factor Authentication
• Practice EHR Enterprise

• Demographic Update
• Emergency Contact Update
• Intake Form Update

• Appointment Reminders Update
• Scheduling Update
• Clinical Visit Update
• Master Index Update

• Practice EHR Pro
• Telemedicine Update
• Menu Role UI Update
• Calendar Update

• Billing Update

• Address Auto Fill
• Idle Timeout Rules Revision
• Preferred Browser Notification
• Patient Document Renewal Reminders
• MIPS / Health eFilings
• Ticket Attachment Enhancement
• Location Selection on Login
• Enhanced Message Communication
• Scheduling Update
• Clinical Visit Update
• Patient Forms UI Improvement
• Patient Lab Update
• Medication Tab Update
• Tele Waiting Room
• Pending Lab Review
• Import Data

• Prescription Renewal
• Modifying the template after starting the visit
• Visits Workflow Enhancement
• User Name Login
• Screen Layout

• Patient Messaging
• E-Statements
• Enhanced User's Account Security
• Inventory
• Patient Forms (Fillable PDF)
• Scheduling Module Update
• Clinical Section Search Enhancement
• Create Clinical Ticket
• Common Drugs & Auto-Fill SIG
• Rx Eligibility
• Patient Portal Changes

• Help Videos
• Multiple Encounters & Financial Visits / Clinical Visit - By Plan
• Generating Tele-visit Appointment Link
• Generating Web kiosk Link

• View visit templates outside of a clinical visit.
• Re-open a closed clinical note for the provider to make clinical changes.
• Customize encounter forms by insurance plan.
• Patient Advance Payment collection option for a specific condition or procedure through case management.
• New patient registration and appointment scheduling workflow through the patient portal.
• Allow patients to send new message types, medication requests and update demographics in real-time through the patient portal.
• New updates and workflow for e-Statements.

• Managing the chief complaint
• Editing within the Sentence View
• Uploading provider signatures
• Uploading the practice logo
• Removing sample data
• Web Kiosk Check-in
• Patient Portal
• EVV Acknowledgement Window
• New system help videos

• Link Assessment to Treatment Plan
• Re-order ICD10 codes in Assessment
• Fax Multiple Labs
• Self-Guided Purchase Options

• Add Referring Provider
• EPCS Configuration Alert
• Last Seen Date
• Patient’s Weight on the Medication Screen
• Filter Tracker Board
• Buy Button
• Support Center
• Invoice View
• Suspended Account

• IHCFA – Claim submission for workers’ compensation and no-fault claim forms.

• Scheduling jump option
• Macros
• Copayment alert
• Archived document type
• Adjustment date
• Web-based Kiosk
• Last seen date
• Print Fax Received report

• Kiosk patient check-in enhancements.
• Create a list of all insurance plans.
• Print a practice fee schedule.
• Edit the category names for ICD and CPT codes.
• Avoid duplicate patient registrations.
• Reduce the denials for missing Last Seen Date on a CMS claim.
• Export a patient’s ledger.
• Save and/or print patient forms.
• See complete appointment history on the patient portal.
• Use a single dedicated pathway for RCM support.
• Reorganize inactive providers.

• Create custom fields

• Select the requisition type to match the test type.
• Copy sections from a past visit regardless of template type.
• Two new features on the Home Dashboard.
• Patients can be checked out when a progress note is signed.
• Document tab will show “Entered By” as a specific user.
• Enhanced document downloading.

Global Payments Integrated Features

• ACH and all major payment types now accepted.
• New payment flow for ACH and credit card transactions.
• Save a credit card for future use.
• New process for voiding/refunding transactions.

Scheduling

• Scheduling calendar updated.
• Cancel Appointment added to Appointment Detail window.
• Delete appointment slot option added.
• Multi Provider View schedule updated.

Clinical

• Faxing addendums added in visit.

Billing

• “Medicare Allowed Calc” added in Plan.
• “Apply KX Modifier” option added in Plan for PT/OT specialty.
• Ledger tab added under Patient Documents.
• “Incident-to” Reporting supported within the Visit Detail.

• “Location” and “Provider“ filters added to the Authorization Report.
• “Case status” filter also added to the Authorization Report.
• “Location” filter and column added in the Plan Of Care Report.
• “Plan” column added in Authorization Detail window.
• Patient’s DOB added to medication print.
• CPT code added in lab order print.
• Hospice flow updated.
• Regenerate Document option added for signed off visit.
• “System Setup” updated.

Scheduling

• All Scheduling systems will now include the advanced features.
• New workflow for revising existing schedules.
• “Check In” / “Check Out” features are now available from the Calendar menu.
• Additional scheduling options are now available from the Weekly and Multi View options.
• “Reason” in Today’s Appointments list offers new information.
• Appointment detail window has also been updated.
• Ability to export to excel added to the Dashboard.

Scheduling Day Sheet

• Three new fields added in the Scheduling Day Sheet.
• Appointment date is now optional when moving an appointment.
• More flexibility for moving appointments.
• Delete or cancel bulk appointments from the Scheduling Day Sheet.
• Reason now required for canceled appointments.
• Patient contact information and balance have been added to the Scheduling Day Sheet.
• “Unlinked Appt” checkbox has been added to the Scheduling Day Sheet.
• “Unlinked Copay” dropdown added in the Scheduling Day Sheet.
• Co-pay button added in “Scheduling Day Sheet”.
• “Change Reason” added in the Scheduling Day Sheet.

Case Management / Therapy Services

• “Case” dropdown list added in recurring appointment window.
• Export to excel icon added to Case Management Reports.
• Visit type filter added in Clinical visits report.
• Case and pending document drop down lists now optional when linking faxes.
• Case can be associated with another plan after the plan has been created.
• New fields added in the Plan of Care (POC) report.
• Authorizations can be tracked by Visits, Units, and/or CPT.
• Authorizations can be added for a secondary plan.
• CPT(s) grid added in the case authorization.
• Alerts for expired “Authorization” and “Orders” are now removed:
• Improved visibility of case management box in patient chart.
• Captions have been updated in “CASE MANAGEMENT” in the patient chart.

Primary Care Providers / Pediatricians

• Vaccine Information Statements /Immunization captions updated.

All Users

• Date of service (DOS) can no longer be edited.
• Print advance payment receipt.
• Print receipt button added in “Check-In” and “Walk In Check In” window:
• New and renamed columns for clinical visits.
• Scheduling privileges added.
• Plan filter added in Clinical patient list.
• Added deleted appointments audit in patient history.
• “Appointment Type” field added in visit detail.
• Option to book from wait list added to most scheduling views (daily, weekly, Multi view).

Billing

• New plan field added in the Billing patient list report.
• Improved categorization for pending claim rejections.
• “Submit now” button added for pending e-statements.
• Requeue statement button added in the Financial tab.

• Front Desk – Added hyperlink for reason.
• Front Desk – Scheduling Day Sheet updated.
• All Users – Tracking field column added to Messages tab.
• All Users – Tracking field column added in Reports tab:
• All Users – Icon added for updating document type
• Clinical – Save button added in progress note.
• Clinical – Removed save encounter button.
• Clinical – Diagnosis button enabled in the Medical Case window.
• Clinical – Sorting removed in assessment and problem list.
• Clinical – Hyperlink added to view lab order details.
• Clinical – Icons changed for chiro/PT visits.
• Clinical – Visit(s) grid added in the Medical Case Detail window.
• Clinical – Extra information added for chiro/PT.
• Clinical – Template name field added.
• Billing – Accession # and ordering provider fields added to the clinical visit.
• Billing – Remark codes added.
• Billing – Batch number field added.
• Billing – Columns added in the Payment Batch grid.
• Billing – CLIA functionality added.
• Billing – Referring provider forwarded automatically.
• Billing – Last seen date field added.
• Billing – Allowed field functionality added in the Plan Payment tab.
• Billing – Batch # added in the ERA detail.

• Front Desk – New flag added for patient status.
• Front Desk – New flag added for inactive patient selection.
• Front Desk – Filter records by appointment status.
• Front Desk – Patient class character limit increased.
• Front Desk – Patient class character limit increased.
• All Users – New visit status added.
• All Users – Provider schedule updated.
• All Users – Medical record number changed to uppercase.
• Clinical – DOS added for Chiro entity.
• Billing – New EDI payer ID search.
• Billing – New export to excel icon added to EDI payer search results window.
• Billing – Search by referring provider using advanced search.
• Billing – Charge grid search results updated.
• Billing – Claim form selection update.
• Billing – Import plan button removed.
• Billing – Claim status button removed.
• Billing – Adjust ledger option added.
• Billing – From and to date fields removed.
• Billing – Admission and discharge details added.
• Billing – DOB field added to patient eligibility response.

Your Practice EHR account will automatically be upgraded to the latest version on Tuesday, August 27, 2019.

• All Users – Users automatically logged out for update.
• All Users – Idle time increased.
• All Users – New lock mode rules.
• All Users – Bandwidth window updated.
• All Users – Practice name now displayed in open browser tab.
• All Users – New file types added for support tickets.
• All Users – Messages now editable.
• All Users – Medical record # column added to Clinical Visits report.
• All Users – Status added to search criteria for Clinical Visits report.
• Front Desk – New alerts added when booking appointments.
• Front Desk – New fax details added.
• Front Desk – Driver’s license scanning button added.
• Front Desk – Import driver’s license button added.
• Front Desk – New fields added in the advanced eligibility window.
• Front Desk – Blocked reason now displayed on scheduler.
• Front Desk – Provider name and next appointment date added to Patient Chart.
• Front Desk – Medical record # added to search criteria.
• Front Desk – New side-by-side status view on patient chart.
• Clinical – Growth chart added for Pediatrics.
• Clinical – Print option now available for immunization history.
• Clinical – The immunization print layout has been changed.
• Clinical – Scheduled immunizations removed from print.
• Billing – New fields added to clinical visit and financial visit tabs.
• Billing – New export to excel icon.
• Billing – New flags for auto submission and auto statements (pending e-submissions).
• Billing – New flags for auto statements (pending e-statements).
• Billing – Refresh button added to charge payment grid.
• Billing – Suspended claims highlighted in red.
• Billing – New side-by-side status view in electronic encounters not billed bucket.
• Billing – Improved billing grids.
• Billing – Suspend dropdown updated.
• Billing – Allowed amount field updated.

• Clinical – Default provider selected for Chiro entity.
• Clinical – Add multiple procedures quickly.
• Clinical – New “No Meds” check box in medication tab.
• Clinical – New search functionality for location drop down and referring provider list.
• Clinical – Bill type for Quest labs now available.
• Clinical – New “View Detail” button available for labs.
• Front Desk – Reference patient balance from the scheduler.
• Front Desk – View patient eligibility at a glance.
• Front Desk – New “Patient Not Eligible Only” checkbox.
• Front Desk – New Plan/Copay column now available in “Today’s Appointments” bucket.
• General – Quickly reference patient forms.
• General – Import/export multiple attachments using the control key.
• General – Message details will now include patient name.
• General – A new window or tab automatically generates when you switch entities.
• General – Add attachments to support tickets.
• Billing – Check detail will be opened in new tab instead of popup window.
• Billing – New text changes.
• Billing – Allow overpayment for patient balance.
• Billing – When electing EOB, the claim status or EOB status will flash when available.
• Billing – Pending ERA posting tab will not refresh when switching between tabs.
• Billing – Billing will remain in same position if you switch tabs into a different part of the EHR.
• Billing – Patient instant eligibility added under insurance to check insurances that aren’t in their specific plan.
• Billing – An “Entered By” field has been added for charge listing advance search.
• Billing – Plan ID will be disabled when creating a self-pay plan.
• Billing – An “Allowed Fee” field has been added under charge detail.
• Billing – Plans will appear in red if eligibility status is inactive or rejected.
• Billing – Under the set-up tab, a hyperlink has been added to the procedure column.
• Billing – A “Claim Status” button has been added under follow up detail.
• Billing – ERA Charge payment improvements are now available.

• Clinical – Find ICD-10 codes more efficiently.
• Clinical – New code search functionality for invalid and non-billable codes.
• Clinical – New billing flag for non-billable codes (optional).
• Clinical – New search functionality for diagnoses.
• Clinical – Use a quick search to navigate your drop down lists.
• Clinical – Use macros in free-text areas.
• Clinical – Prescribe multiple medications at once (optional).
• General – View documents in a new tab.
• Billing – Disable ICD-10 autofill (optional).
• Billing – Export charge listing data.
• Billing – Access a new visits tab under the plan follow up window.
• Billing – View visit detail information quickly.
• Billing – Organize your codes and modifiers.
• Billing – New unapplied amount field.
• Billing – If a copay is paid and the insurance doesn’t apply any amount towards the copay, then Practice EHR will create an adjusted ledger.
• Billing – No line item will be posted when a secondary insurance doesn’t exist.

• Setting Update – Set default provider and location using the user settings screen.
• Front Desk – Plan search improved.
• Front Desk – Ascending sort order for plan and referring provider search.
• Front Desk – Print your scheduling day sheet.
• Clinical – Text changes within Practice EHR.
• Billing – Add codes directly to encounter form.
• Billing – Export Plan and Patient Follow Up.
• Billing – Print EDI history.
• Billing – Redesign of reports section.
• Billing – Access a list of payers.

• Front desk – set recurring appointments directly from the scheduler
• Clinical – start a visit without a chief complaint
• Reports – pull a list of patient birthdays with a new patient communication report
• Billing – set a flag to delay patient statements from going out
• Billing – input valid payer IDs with our new payer ID validation
• Billing – review errors/warnings before claims have been set to ready to bill