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Latest Updates

Latest Updates

Overview of Updates

  • 1. 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.
  • 2. 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.
  • 3. 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.
  • 4. Primary Care Providers / Pediatricians
  • Vaccine Information Statements /Immunization captions updated.
  • 5. 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).
  • 6. 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.

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Overview of Updates

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

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Overview of Updates

  • 1. Front Desk – New flag added for patient status.
  • 2. Front Desk – New flag added for inactive patient selection.
  • 3. Front Desk – Filter records by appointment status.
  • 4. Front Desk – Patient class character limit increased.
  • 5. Front Desk – Patient class character limit increased.
  • 6. All Users – New visit status added.
  • 7. All Users – Provider schedule updated.
  • 8. All Users – Medical record number changed to uppercase.
  • 9. Clinical – DOS added for Chiro entity.
  • 10. Billing – New EDI payer ID search.
  • 11. Billing – New export to excel icon added to EDI payer search results window.
  • 12. Billing – Search by referring provider using advanced search.
  • 13. Billing – Charge grid search results updated.
  • 14. Billing – Claim form selection update.
  • 15. Billing – Import plan button removed.
  • 16. Billing – Claim status button removed.
  • 17. Billing – Adjust ledger option added.
  • 18. Billing – From and to date fields removed.
  • 19. Billing – Admission and discharge details added.
  • 20. Billing – DOB field added to patient eligibility response.

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Overview of Updates

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

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

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Overview of Updates

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

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Overview of Updates

  • 1. Clinical – Find ICD-10 codes more efficiently.
  • 2. Clinical – New code search functionality for invalid and non-billable codes.
  • 3. Clinical – New billing flag for non-billable codes (optional).
  • 4. Clinical – New search functionality for diagnoses.
  • 5. Clinical – Use a quick search to navigate your drop down lists.
  • 6. Clinical – Use macros in free-text areas.
  • 7. Clinical – Prescribe multiple medications at once (optional).
  • 8. General – View documents in a new tab.
  • 9. Billing – Disable ICD-10 autofill (optional).
  • 10. Billing – Export charge listing data.
  • 11. Billing – Access a new visits tab under the plan follow up window.
  • 12. Billing – View visit detail information quickly.
  • 13. Billing – Organize your codes and modifiers.
  • 14. Billing – New unapplied amount field.
  • 15. 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.
  • 16. Billing – No line item will be posted when a secondary insurance doesn’t exist.

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Overview of Updates

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

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Overview of Updates

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

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