Latest Updates

Overview of Updates

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

Overview of Updates

1. Scheduling jump option
2. Macros
3. Copayment alert
4. Archived document type
5. Adjustment date
6. Web-based Kiosk
7. Last seen date
8. Print Fax Received report

Overview of Updates

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

Overview of Updates

1. Create custom fields

Overview of Updates

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

Overview of Updates

1. 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.
2. Scheduling
Scheduling calendar updated.
Cancel Appointment added to Appointment Detail window.
Delete appointment slot option added.
Multi Provider View schedule updated.
3. Clinical
Faxing addendums added in visit.
4. 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.

Overview of Updates

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

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.

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.

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.

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.

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.

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.

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.

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