Documentation: Under the menu item Help-> Documentation, there is a new selection for online help.

Procedure Rules - AUTO REMOVE: In the Charge Posting, this rule (“Auto Remove”) will suppress CPT codes set by Financial Class or Insurance Plan from being posted on the patient’s account. If the CPT is on the EHR Superbill, it will automatically be flagged and will not appear in the Charge Posting Interface screen. If the CPT is manually entered through Charge Posting, an error message will appear preventing it from being entered.

Procedure Rules - TIME LIMITS: A new checkbox labeled “Automatically remove procedures”  has been added to the TIME LIMITS rule. If this is checked in conjunction with the radio button “Fatal,” it will prevent a new CPT where there is a matching CPT found on the patient from being posted when the other conditions of the rule are met. The CPT code will automatically be flagged to be removed, and no additional windows will pop up. The CPT will be displayed under the “Int Chgs” button and the message on the screen will indicate “Automatic Removal.” On the acceptance of charges, those CPTs are marked as removed and will not appear again for that date of service. 

For example, if the patient’s Financial Class needs certain CPT codes to be reported yearly but they are being added to every superbill, this option can be used to suppress them from being posted on subsequent visits.

Appointment Scheduling - Visit Type - Override Department: If a visit type is set up with an override department, all appointments booked with that visit type will be set to the override department. This feature will allow for flexibility in the setup of revenue tracking in a multi-specialty office.

Patient Appt. Window -  “Show Provider Cancel:” Users can now set the default to always include appointments that were canceled by the Provider when viewing the list of appointments for a patient. The option is set in File->Scheduling Default -> checkbox  “Pat Appt: Show Prov Cancel.”