Smart Text, previously known as Acronyms, has been enhanced to allow further customization and is available to all users, not just providers. 

Within Admin > System Setup > Smart Text, all previously set-up acronyms are available to view and edit. They will continue to be usable in the system as they previously were. Administrators will also be able to view any custom start text phrases set up by specific users. 

Additionally, users can now set up their smart text using Formatted Text. 

Users now can create and manage their Smart Text by clicking their initial in the top right and choosing Smart Text. 

Annotations added to immunizations can be printed on Immunization reports. To turn this feature on go to Admin > Immunizations > Immun. Reports and enable "Include Patient Viewable Annotations".

To make an annotation viewable check the "Patient Viewable" checkbox and hit save.

The next time an Immunization report is printed from the print dropdown the Annotation notes will be added to the report.

Statement Preview 

This feature allows statements to be reviewed before the patients receive them.  

In the Statement Preview screen, the statement can be put on hold for a certain number of days using the “Set Hold Date” button,  account balances can be adjusted using the “Credit Post”  button, mailing options can be reviewed in Patient Registration using the “Registration” button and transactions can quickly be viewed in Patient Inquiry using the “Inquiry” button.  

How to Run

Setup Preview Template 

• Create a template for your Statement Review 
• Select the Monthly Template and then select the “Save As” and rename the temple to “Review Monthly Stmt”
• Go to the Statement tab, Special Handling section and select the checkbox “Preview Mode”. 
• Select the Template tab again and hit the “Save” button

Statement Preview Screen 

• Run the Review Statement template prior to your monthly statement run.  Run it as close to the statement process date so the same patients will be found.  The statement review run can also be scheduled.
• To review your statements,  go to the Statement Menu and select the “Statement Preview” menu item.
• The top portion of the screen is a table of preview runs performed within the displayed date range.  By default, the date is the last 14 days.
• The table will show the number of statements, the number on hold in that run and the total balance.  It also includes the total that will be sent by email, text and total online. 
• The lower table will show all statements in the run along with the patient balance and statement aging,
• To view a statement, select a row, then hit the “View” button. 
• Additional options include going to the Inquiry screen, Patient Registration - Family tab, Credit Posting and the ability to print the statement.
• In reviewing the statements, the table columns can be sorted by clicking on a column heading field (i.e. patient balance)

Hold a statement - If one or more statements need to be put on hold, enter in a hold date and select “Set Hold Date”

Remove Hold - If one or more statements need to be removed from hold, select the rows and hit the “Remove Hold” button

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Additional Diagnosis on Statement:  In the statement control you can now select to include 3 additional diagnoses to print on the statement.

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Patient Insurance:  A warning message will appear when adding an insurance plan to a patient where the insurance plan and policy number match an existing insurance plan and policy number on the account.

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Report Builder and tracking of Insurance underpayments:  Under the Category “Charges” and Template “Mismatched Allowed Amounts”, there is now a new library report for tracking Underpayments on the left-hand side called “Mismatched Allowed Amounts”.  

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Inquiry:  The Date entered field now includes the time the transaction was entered.  The entered date time field is also on the charge and payment detail screen.

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Claim Selection Window - Print Claim: To view the claim, you can now print a hardcopy by using the “Print Claim” button after selecting the claim row.  

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Insurance Collection enhancement:  Denied claims, with insurance remaining transactions, that are marked paid but do not have a denial/reason code will be added into collections.  The claim added will be based on the current rank billed of the charges.  

For example, if we have a patient that has both Rank 1 and Rank 2 insurance and both primary and secondary have been billed and marked paid, and neither claim has a denial code,  the secondary claim will be put in collections.   If there is only a rank 1 insurance the primary claim will be put into collections.

To track these specific claims in a separate Cycle/Pool, create a starting cycle called “Denied Claims”.  If this Cycle does not exist, the claims will fall into the starting cycle based on the Financial Class.

Prior to this enhancement,  paid insurance claims with insurance remaining balances would only fall into collections if there was a  denial/reason code on the claim that is setup to fall into collections.

The collection note will now indicate why the claim was added to collections.  

Added to collections: Unpaid claim and older than delinquent days'

Added to collections: Paid claim with insurance remaining amount',  

Added to collections: Paid claim with collection denial code'

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Collection Workscreen

The total transaction remaining amount will now show in the Collection Workscreen next to the “Count” column for both Patient and Insurance Collection Pools.  The grand total amount will show in the top right section next to the count for all Collection Pools. 

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Remit File Name in Remit Workscreen

If the remit file is split by Check number,, the displayed name of the file in the Remit Workscreen will include the amount of the check.  The dollar amount will be preceded by the “Amt-”  The decimal will be replaced by a “-” 

  File Format Name

1. 20 characters or less of the Insurance Plan name
2. Provider number
3. Check number
4. Check Amount
5. downloaded file
6. A number to keep the file name unique 

***Example file where the check amount is for 1497.91

BCBS OF NC_1306344704_202307271580010400_Amt-1497-91_042623-042739_1.chck

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Patient Codes 

When a patient code is added the date and user is displayed on roll-over in the screens where the patient code is displayed

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Patient Appointment Supplemental

The Historian can now be emailed or sent a  text message from the Appointment supplemental window.  To send a text use the phone icon to the left of the cell number and to email use click on the email address.

Insurance Tags allow a practice to define insurance plans on another level outside of the Financial Class. 

Within Insurance Plan Admin a Tags section has been added where users can either type in a new tag name or will see a dropdown of existing tags that they can choose from. Tags can be modified by clicking on the existing tag, then clicking the Edit button.

At this time tags can be used to define which form a patient should receive in Check-In Admin with the idea of instead of listing all insurance plans that should (or should not receive the forms) the practice can insert which tags (should be a shorter list). 

A new option has been added that allows a subnote to be accessed via a textbox. This feature works similarly to how the Review of System, Physical Exam and Assessment & Plan controls can be tied to a textbox that will then merge into a single field once multiple data points are entered. 

There are many ways this could be helpful. A practice may want to have one Acute Visit template, but allow the HPI questions to be tailored to the patient symptoms. This would allow for a practice to determine a set list of questions that they expect their nurses to answer when gathering the History of Present Illness. Another use case could be if a practice has the same section of text, like Birth History, on multiple templates. Using the subnote merge option allows the practice to only have to make changes to that section in one place, and it allows the text to be formatted in an easy-to-read format as it pulls forward from visit to visit. 

See Feature Brief

A new setting has been added to Check-In Admin to set whether the option to 'Copy Address and Phone' during check-in should default to checked. When this is enabled, the address and phone of one patient will not default to copy to the other members of the family. Instead, the patient will need to manually choose to copy.

Check-In Admin:

Check-In Module:

On the Family History control (both on the note and the ICD Summary pop-up page) the Relationship dropdown is now a multi-select, which allows for faster data entry when multiple family members have the same history.

Users can update a patient's guarantor within the EHR under the Guarantor tab by clicking 'Change Patient's Guarantor'. 

Next, choose either 'Add New Guarantor' or 'Search for a Guarantor'

Add New Guarantor:

When clicked the data on the Guarantor tab will be removed and the new information can be entered. Once all data is entered click Save to save the new Guarantor account.

Search for a Guarantor:

Search for the existing guarantor and then click 'Select' next to the correct guarantor account. 

The Referral Response Status will now be displayed in the Chart Tree along with the Auth Status and comments. 

A 'Patient History' tab has been added to the Physical Exam and Review of System controls. Listed will be the patient's past field information including the date the value was added and the provider seen. Users can check the value, click 'Save and Close' and the data will be added to the note. Once added, the blue box then becomes a textbox allowing the user to edit the information.