A new setting has been added which prompts users to set up a password for their portal account in case they logged in with a Temporary Passcode, and do not have a password on file.
To enable this setting, go to the PP Admin.
Under Site Setup, check the box labeled "Prompt Patient for Password."
The user will immediately be taken to a New Password screen when signing in for the first time. They will be prompted to create a password for their Portal Account.
Insurance Plan Tags: There is now the ability to group Insurance Plans with an Insurance Plan Tag.
Denial Code Tags: There is now the ability to group Denial/Reason Code with a Denial Code Tag
General Codes File Maintenance: Setup of Insurance Plan Tags, Denial Code Tags, Procedure Code Tags and Visit type Tags
Patient Communication - There is a new tab for the selection of Insurance Tags.
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Report Builder - Template: Credit Search - Filter report by Denial Code Tag and new field for Denial code Tag
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Automatic Crossover Secondary Claims will now be marked "deleted" when a primary claim is rebilled (a new claim is generated) and the old claim is marked "deleted."
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Credit Posting - When manually moving the unapplied Payments to outstanding charges in Credit posting, the system will set the unapplied payment to “Send Statement No” if the full amount of the unapplied payment is disbursed.
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Patient Communications (family system) - In the menu item Billing->Send email and Billing->Send Text Message, input list creation can now be used and created for families. If you are using the Collection module, you can select a Patient Pool and automatically build an input list of families in that pool and then use that list to send emails or text messages.
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Report Builder - There are new navigation buttons for “Patient Registration” and “Inquiry” if the report includes the field Guarantor Number.
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Collections Workscreen - If the button “Work Pool” is selected, the default search will be a guarantor in a family system. If no pool is selected and the “Work Pool” button is used, the user may search for a family or add a family into collections once the search is complete.
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Company File Maintenance - Practice Time Zone field has been added. If this is not currently set, please set the correct timezone and hit the “Ok” button to save.
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Claim Review: “Add Selected Charges to Claim” - If this feature is used to add a charge to an existing claim for the same date of service, the services added will also now be included in both the primary and secondary claims.
A new field has been added to the Prescription Chart Item called “Intended Pharmacy.”
The new dropdown will default to the patient’s Primary Pharmacy, but the user can change the pharmacy or add a new pharmacy on the Rx.
When the provider eSends the prescription, the intended pharmacy will load as the sending pharmacy.
Previous User Conversations can now be viewed on a new Chat History page. On the Conversation, click the triple dot icon and click "Chat History."
This opens a page containing the Chat History on the thread. Select the year and month on the top of the page, and filter the search with the Search field on the right.
Quick Notes can be created from a Quick Note Template or from scratch. Printing a Quick Note that was not created with a template requires some setup. Go to Admin > Templates > Merge Document > Quick Note Word Merge. Using the Quick Note Type dropdown, select "None" and upload a Word Document like usual. The selected Word Merge will be used when Printing a Quick Note that was created without a template.
To enable this feature, go to Admin > Global settings and enable "Use Advanced Med Management."
Check Mark Button - This adds the medication to the plan control with a statement like "Patient to continue amLODIPine."
Copy Button - This refills the medication.
Edit Button - This allows editing of the medication.
Stop (X) Button - This marks the medication as stopped.
When using the Quick Add feature on notes to pull in a subnote, the system will now always pop up the subnote for the user to fill out as the fields are being added to the note in the background. When the user clicks "Save&Close," they will see the subnote as well as the data they filled out in the pop-up.
When adding a subnote from the top of a note, there are now two options: Add Form and Add Merge.
Add Form - When selected, the subnote will open as a pop-up. The user will fill out the subnote and click "Save & Close." The data on the template will look exactly like the subnote.
Add Merge - When selected, the subnote will open as a pop-up. The user will fill out the subnote and click "Save & Close." A bluebox will be added to the note and will include the word merge format set in SubNote Admin to display the text.
A new User Preference has been added, making injections show as minimized when viewing the Injections on the Quick Order tab. This allows the user to see more of the list.
To view or order an injection, click the arrow or injection name to expand the section.
When a user clicks "Yes" to copy a form to other family members, the system will check first to see if a patient has had the form and if so, if it is within the Recurring Days (set in Patient Form Admin).
If it is within the Recurring Days, the form will not copy to the patient’s chart. If the patient has not had the form within the Recurring Days, the form will copy to the patient’s chart.
