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Released on 2019-10-21

About This Release

General & Setup

Practice Perfect Login:

There was as issue in which sometimes the Login Location, asked during the login process, was not retained from the previous login, this has been corrected.

General & Setup

Blue Side Bar:

The Gender icon for the current in-focus client has been added to the blue side bar to the right of the client's picture.

General & Setup

Physicians:

The Company Name field in the Physicians detail screen now contains a drop-down function. Itt is now possible to drop-down to previously entered Physician companies instead of having to enter them from scratch if they already exist.

General & Setup

Sales Tax Rates:

Sales Taxe rates have now been expanded to 3 decimal points, up from 2 decimal points.

General & Setup

Contact Searching:

When searching within the Physician, Other Contact and Payor Listings, the CTRL-UP and CTRL-DOWN keys will now find the next and previous matches accordingly (like they already do in the Client Listing screen).

Clients

Email Addresses:

If an email address field contains incorrectly formatted information, the attention icon will now be displayed in that field.

Clients

Policy Holder:

When selecting the Guardian as the policy holder, the Guardian information was not automatically being displayed - this has been corrected.

Reporting

General:

Several system reports would fail if a square bracket [ or ] existed in the client's blue header notes - this has been corrected.

Reporting

Client Listing report:

The exported version of this report now also includes Injury, Body Part, Discharge Date and Discharge Status information.

Reporting

Client Fall-Off report:

The Last Provider Seen and status of that appointment (eg: Completed, Cancelled, etc) will now be included on this report.

Reporting

Payment Applicaton report:

A new 'Discrepancy' column has been added to this report showing the short-fall in any payments that have been made compared to what was expected.

Reporting

Provider Performance Summary:

A new option, entitled Inlcude cancels, rebooks in scheduled hours, has been added allowing the user to select whether or not cancelled/rebooked appointments should be counted as scheudled time or not for productivity reporting.

Reporting

Progress Note Status report:

A new filter entitled Document Type has been added to this report.

Clinical Documentation/EMR

Phrase Security:

A new option has been added to each User profile under Housekeeping, Security, Security Users entitled Add/Edit Note Paragraphs to where you can decide if the specific user can add macro Paragraphs to All users or Self Only.

Reporting

Referral/Association report:

If the Incident Physician has a Company Name, it will now be included on this report.

Reporting

Revenue Report:

A bug that sometimes returned an incorrect Predictive amount when multiple payors are present has been corrected.

Reporting

Revenue Report:

A bug that showed the incorrect Check In/Check Out time when a client was seeing multiple providers on the same day has been corrected (when selecting a Checked-in Duration option).

Reporting

Unpaid Services report:

This report was not respecting the Only account over x Days option (a bug introduced in R525) - this has been corrected.

Reporting

Client Statements:

A bug in which the Guardian Name may have been carried forward from statement to statement has been corrected.

Reporting

Contact Log Follow-up report:

This report can now be printed either in order by the Note Date or Follow-up Date, selected in the Display Order options area.

 

Reporting

Provider listing:

The exported version of this report now includes each Provider's Birthdate.

Financial

Receipt Only format:

A new option has been added to the Receipt Only settings entitled Include Indicent description. If selected, the Incidient Description will appear on the simple receipts.

Scheduler

Shortcut F4 key:

The shortcut F4 key info box will now include:

• Client's Home Address if the appointment is indicated as taking place at home.
• Detail on blocked appointments (eg; User, timestamp) which was missing previously

Scheduler

Cancelled/Rebooked Reasons:

• A new list of commonly-used Cancel/Rebooked Reasons can now be setup under Housekeeping, Scheduler, Cancel/Rebook reasons.

When an appointment is Cancelled/Rebooked, the user can now either free-type a descripion as to why the appointment was cancelled/rebooked or select a reason from the new drop-down listing.

• Cancelled/Rebooked reasons sent to the Contact Log were not being recorded along with User ID information - this has been corrected.

Scheduler

Client Information:

A new mouse-based function has been added to mimic the ENTER key behaviour on the Scheduler. Clicking direclty over the client's name will take the user the Client Detail screen for that client.

Scheduler

Find Appointments:

• When editing an appointment selected from the Find Appointments listing, the Fee Code information was missing. This has been corrected.
• Deleted appointments can now be recovered from the Find Appointments listing by flagging the appointment in-question and clicking on the Recovery   icon.
• Appointments can now be set back to Pending from the Find Appointments listing by selecting the appointment and clicking on the Status icon.

Clinical Documentation/EMR

Paragraphs:

Single-clicking on a paragraph will now display that paragraph, in full, at the bottom of the Paragraph listing panel.

Clinical Documentation/EMR

Client Signature

All references to 'Client Signature' have been changed to 'Client/Authorized Signature', both on-screen and printed.

Clinical Documentation/EMR

Daily Note locking:

An issue in which Daily Notes were incorrectly locked (meaning another user had them open, as well, at the same time) has been corrected.

Clinical Documentation/EMR

Daily Notes:

A Duration can now be added to any section of a Daily Note both for entry and printing.

To enable Duration entry on any section of a Daily Note, go into Settings, Customize Progress Notes/Documentation and tick the Timed box next to any section requiring duration entry.

Clinical Documentation/EMR

Daily Note Goal Entry:

Duration can now also be entered on Long Term goals and not just the subordinate Short Term goals and then printed accordingly.

Clinical Documentation/EMR

Daily Note Goal Entry:

A new option exists that forces Long Term goals as having being worked on today if any of the sub-ordinate Short Terms goals were worked on today. Ie; If a Short Term goal was indicated as being worked on for a given date, the Long Term goal above it will also automatically be ticked as having been worked on today.

To enable this option, visit Settings, Customize Progress Notes/Documentation, and select the Long term goal is required if short term goal is selected option.

Clinical Documentation/EMR

Daily Notes and Providers:

A Daily Note can no longer be Completed and Signed until a Provider has been selected.

Clinical Documentation/EMR

Customized Fields:

Family Physician Company Name has been added as an available field in the Customized Documents field settings.

US Billing Specific

MIPS and Billing:

A new option has been added to prevent MIPS scores (G-Codes) from being submitted to Payors via HCFA or EDI837. The option, found in Payors on both the HCFA Preferences and EDI Preference tabs is entitled Don't include MIPS in claims submissions. If selected, these charges will not be submitted and will remain unbilled. This is generally used only for those clinics using Practice Perfect with a linked registry such as Patient 360.

Canadian Billing Specific

HCAI Submissions:

If a client is missing a Home Phone #, which is required by HCAI, then the client's Other Phone # will be submitted instead. If both the Home Phone # and Other Phone # are absent, the transmission to HCAI will fail.

Canadian Billing Specific

Telus Submissions:

The Telus integration drivers have been updated to the most current version, POS v7.0.

Clinical Documentation/EMR

Phrases and Security:

A new option exists under each User profile (Housekeeping, Security, Security Users) entitled Add/Edit Note Paragraphs to in which you  can indicate if this user can macro paragraphs to All Users or Self Only.

Reporting

Document & Progress Note Status report:

A new option has been added in the Status drop-down allowing users to report on only those Daily Notes that have a Client/Authorized Signature missing.

Clinical Documentation/EMR

Daily Note Duration:

A new option exists under Settings, Customize Progress Note/Documentation, entitled Calculate Duration automatically. If selected, the Duration field on the Daily Note will be automatically caluclated based on the Time In and Time Out fields.