A new Global Setting has been added allowing client to only use a patient's first name in Patient Communication. When unchecked, the system will work as it currently does where both the patient's first name and preferred name will be used. 

A new option has been added to PPAdmin that allows a practice to disable credit card modification on the Portal when using TriMed Patient Payments. This is enabled by default. 

1. Collection Workscreen -  A  provider sort has been added to both the Insurance and patient collection workscreen.  In the view pool there is now also a column displaying the provider name.  The default sort for each pool is set up in Pool FM so that is what is displayed for each pool/sort in the Workscreen.  To use the provider sort, if on the fly, select the Pool to work and then change the sort.

1. Reports - Patient Panel - Now allows for 5 characters in the  Age From and Age Through
2. Document Merge - Input list feature to allow for 1 patient per family mode
3. Remittance - These 4 “INFO” Messages below were switched from INFO to INFO-excp. This will allow them to come in as “not finished”.  To work the “INFO-excp” messages  - Sort them by selecting the column header.  To mark more than one fixed, select any number of rows then right mouse to mark "FIXED" or "UN-fixed"

Switched to info-excp:

 "***INFO-excp: Insurance not found in Database - assuming patient's primary coverage",

"***INFO-excp: Patient's alternate coverage - No Adj posted",

"***INFO-excp: Recoupment - No Pymt or Adj posted",

"***INFO-excp: Negative Adjustment Posted; EOB indicates negative non-allowed",

To give our clients one place to access past PM Release Notes we have combined the notes from V21.1-V22.0 into one document below.  

PM Release Notes

The name of the Portal Manager who sent a portal message will now be displayed on the message. For clients using "Multi-Managers," this will help staff know which manager sent the message.

The Notes tab on Quick Notes has been renamed to alleviate confusion for users. 

Portal Quick Note tab:

Quick Note tab:

A practice can now quickly see how many active patients they have in their system from within Admin > Practice Settings > Company tab. Clicking the 'Active Patient Count' button will show the total number of active patients. 

Users can now quickly swap the order of a patient's pharmacies within the Check-In tab by highlighting a pharmacy and using the up and down arrows to change positions.

Previously the ability to default if an order should be set to bill Provider, Insurance or Patient was held on the User Preference level, but it can very based on specific orders and order sets. To make this easier for users this setting has been moved to the Order Set level. 

Various clients request various changes to their immunization reports and now have the ability to make those choices in Immunization Admin on the Immunization Reports tab. 

This screen is broken up into 2 sections: Immunization Reports and Immunization Reports Header/Footer Settings. 

Immunization Reports Options:

Immunization Reports Header/Footer Settings: