A new option has been added to Quick Notes to save users a click when navigating back to their Home screen. When checking 'Return to Home on Send' and clicking Send to either a Team or User, the patient's chart will automatically close and they will be brought back to their home screen. This checkbox will remain checked until the user unchecks it again.
Previously, within the TriMed Complete Check-In Module, patients could confirm if the insurance information on file was still accurate, or if it needed to be updated upon arrival at the practice. This would indicate to the front desk staff to gather this information upon arrival. With the latest release, the Check-In Module will now allow practices to give patients the ability to enter their insurance information when going through the Check-In process. The insurance details and picture of the insurance card provided by the patient will flow into the EHR as an Insurance Card chart item which the EHR staff will use to update the insurance information on file in ‘Patient Details’. This enhancement will help streamline gathering insurance information from the patient before their initial visit, and also help keep insurance information up-to-date when it has changed.
Users can now access the Inquiry screen from the Check-In tab by clicking on the patient balance.
Then, on the Statement History tab the user will be able to double click on a statement to open it and print it for the patient.
For more consistency in the Injections Module, when the Injections Summary Grid tab is opened, the system will now display the list of injections.
When a patient has a Secondary Insurance that is VFC eligible the system can default the vaccine screen to show "GVT" as the recommended vaccine stock for the patient. Go to Admin > Global Settings and check "Set to VFC if Secondary Insurance VFC eligible":
A new User Preference has been added under the Chart category called 'Use Patient Description on ICD Summary'.
When the preference is enabled and a custom description is entered then only the custom description will show in the ICD Problem List.
If a custom description is not entered then the ICD description will be used.
This filter has been enhanced to allow for a ”Find” selection at the top left and a smoother selection and deselection of physicians and resources
A message will appear asking if the claim should be marked for “Reprint”. The selected charges will then be added to the claim, the claim remaining amount will be updated, and the claim will be marked for reprint. If this is a replacement claim, remember to set the resubmit type drop down to “Replacement”
Some clients do not want to post a remittance file unless they are certain that the payment has been deposited in the bank. This feature will allow the user to mark files that are ready to be processed and prevent the poster from processing files that have not yet been deposited.
New Permission settings (not required to be set)
Permission - “Post only Marked Ready” - If this is set the user will not be able to process a remittance file unless the file has been marked as “Ready”
Mark/UnMark - If this is set, the user will be able to mark or unmark files ready for processing.
Rules for automatically adjusting off non-covered procedures (allowed amount = 0) can now be triggered by a Denial Code. The rule is specified by a denial code and must include one or more of the following: Financial Classes or Insurance Plans and procedures. The adjustment message is required and will be stored and viewable in the e-medsys “View ERA” and also in the Remittance Workscreen as “Informational” allowing the user to quickly see which non-covered charges were adjusted off during the remit process.
Remit workscreen - Adjust message displayed as informational
View ERA - Informational message stored: In this example the non covered charge with denial code “C0-97” was automatically adjusted off during the remittance process.