Learn about the newest Practice Perfect updates! You can search for a specific release # or for a range of release #'s, a range of release dates or by software function category. As always, please contact us if you have any questions or require assistance.
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Thanks again for your continued support!
New Incidents and Goals:
When a new incident is created using the copy/paste function, the incident's Goals will also be copied.
Waiting List:
The Waiting List will now also show which user added the client to the list.
Find Clients by Email:
A new way to find the clients has been added under Actions and is entitled Find Client by Email. If selected, clients will be located using both Home and Work email addresses.
Client Account Summary:
This summary panel will now also include the client's First Visit Date.
Reminders:
If a user logged-out of Practice Perfect, without exiting, and logged back in, any Reminders that should have popped-up in their absence did not pop-up. This has been corrected.
Security and Zones:
When adding security to a user or role, you can now select to copy this security setting not just to all locations, but also to Copy to Locations within this Zone which will only copy the settings to clinics that are part of the same zone.
Statements:
There was an issue introduced in a recent release in which client statements could only be printed from the Client Listing and not from within the client's activity screens or demographics, the statements would only print for the payor portion. This has been corrected.
Client Statements:
A new option has been added to the Client Statements entitled Only show client-related charges. If selected, charges that only involved a payor with no client-portion will not be included on the statements.
Statements:
When Statements were emailed, the Contact Log was not being updated, if requested. This has been corrected.
Client Listing report:
The exported version of this report will now also include the Guardian First Name, Last Name and Relationship as well as any client Allergies.
Client Attendance report:
Two new options have been added to this report to Show client notes and Show email addresses for each client listed.
Patient Fall-Off report:
A new option has been added to this report entitled Show email addresses for the clients listed.
Revenue report:
Duration for each service has been added to the exported version of this report.
Revenue report:
A bug existed in which the sub-total per client was being calculated incorrectly if the By Date of Entry report option was selected and negative charges existed on the client's account. This has been corrected.
Treatment Statistics report:
A new summary is included at the end of the report that summarizes the average number of treatment visits per client into buckets - eg; how many clients were discharged after 1 visit, 2 visits, 3-5 visits, 6-10 visits or more than 11 visits.
Faxing:
Several modifications have been made to the new direct faxing capabilities, as follows:
1) Fax compression has been enhanced meaning it will take less time to submit a fax for transmission
2) A longer Email Address can now be entered into the Fax Settings panel.
3) The relevant Payor Adjusters will now display correctly when preparing the cover page for faxes.
Daily Progress Notes:
The warning that Goals have not been completed, if activated, will now appear when both Complete and Signed and Completed and Unsigned statuses are selected.
Daily Progress Notes:
The loading speed of the Activities by Progress note screen has been greatly enhanced.
Custom Documents:
A new field entitled Client: # of visits has been added as a field type and reports the number of client visits as of the date of the creation of the report.
Custom Documents:
The footer/signature section of the customizable documents will now appear exactly the same as the Daily Progress Notes, showing the date/time of the signature, if required.
Daily Progress Notes:
The Location field length has been increased in the Services section of the printed Daily Progress Note.
Web version: Notes, Reminders and Deleted items:
Landing Page / Email info:
The clinic's/organization's main contact Email address has been added to the landing page for the client portal.
Client Self-Booking:
Client Self-Booking Reminders:
The users who receive the reminder pertaining to 'client self-booked appointments requiring attention' can now be setup under Housekeeping, Security, Roles and Users, in the Functions tab by either selecting or de-selecting the Allow to recieve client-booked appointment reminder option. If selected, that user/role will receive the reminders. If not selected, they will not receive the reminders.
EDI837 Submissions:
When a charge is less than $1.00, the leading 0 will now be omitted from the transmission as per the published standard.
HCAI OCF18:
Telus submissions:
Full amounts of the claim will now be sent to Telus and not the amounts less what another payor or the client may have already paid.
Telus submissions:
The Telus Electronic Submission and Telus Benefit Assignment forms will now show the correct Plan Number and Plan Member Number for the currently selected Billing Rule. If a client Billing Rule is selected, information from the first payor Billing Rule will be used instead.
OHIP/Ministry of Health remittances:
When processing payments from the Ministry of Health, the Invoice # has been added as a second-level of matching verification to help ensure that the wrong services are not paid incorrectly.