Welcome to the Practice Perfect Software Release Center

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.

544

Released on 2020-04-13

About This Release

We are pleased to announce the official release of Practice Perfect EMR + Management Software Version 2.0.0.544. Please review the attached list of new features & benefits carefully.

 

BACKUPS MUST ALWAYS BE MADE PRIOR TO PERFORMING AN UPDATE.

UPDATES CAN TAKE TIME TO COMPLETE - BE PATIENT AND PLAN ACCORDINGLY – NEVER INTERRUPT AN UPDATE.

IF YOU ARE UPDATING FROM A VERSION PRIOR TO R516, THIS UPDATE COULD TAKE SOME TIME TO INSTALL AND MAY APPREAR TO BE 'NOT RESPONDING', PLEASE BE PATIENT

PLEASE CONTACT OUR SUPPORT DEPARTMENT FOR ASSISTANCE IF YOU ARE AT ALL UNSURE OF THIS PROCESS.

 

If you have any questions, please do not hesitate to contact our support department via email at [email protected] or via phone at (877) 510-7473.

Thanks again for your continued support!

 

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General & Setup

Teletherapy!

This update includes the new Teletherapy link with InSig Health. With this feature, you can schedule and launch Teletherapy sessions with patients directly from within Practice Perfect.

An account with Insig Health needs to be setup - please contact Steve Delaney at [email protected]

To learn how to setup the link between Practice Perfect and Insigh Health, please watch this video: https://youtu.be/PMMmBwce0SE

To learn how to schedule and launch a Telemedicine session directly from Practice Perfect, wacth this video: https://youtu.be/V71-ks4Spr0

 

(Note: Release R545 includes a longer email address field when linking Providers to Insig Health)

Clients

Credit Card Info:

The option entitled Don't retain credit card info (on the Client's Payment Info tab) was not being saved - this has been corrected.

Financial

NEW Visit Count option:

Until now, visit counts and limits were based purely on the financial entry of services and not necessarily attended appointments. A new option has been added to have visit counts based on Attended, Completed (or Late) appointments.

To select this new way of monitoring visits, drop-down under Settings to Customize Accounting and select the new Visit count based on Attended/Completed/Late appointments option.

This new countdown method will be reflected in the coverage information in the Blue Header section of each client, the Funding Report and wherever else it may appear on reports.

Financial

List Only Invoice style:

The List Only invoice style had stopped functioning in a recent update, this has been corrected.

Financial

Fees Split between Providers:

Fees split between providers, for compensation purposes, were not being recorded under the correct billing and/or service provider if the appointment was not booked under the client's usual Managing Provider - this has been corrected.

Financial

Fee Packages and Quick Service Entry:

During the entry of Daily Notes, while entering the Fee Codes for the treatment, if a Fee Package was selected, the modifiers from the first Fee Code in that package were assigned to all Fee Codes in that package - this has been corrected.

Reporting

NEW Accounts Receivable Worklist report:

This new Accounts Receivable-style report has been added, under Reports, Finances, designed to help users 'work through' collections based on last entries made in the Contact Log. This report shows extensive detail about each claim and responsibility.

Reporting

Document and Progress Note Status Report:

The Co-Provider for any document/daily note has been added to this report.

Reporting

Task Status Report:

Some substantial changes have been made to this newer report. Client Contact Date and Division have been added as filters. The report will now reflect clients with tasks completed between specific dates, but will now also reflect clients where relevant tasks have not been completed, for follow-up.

Scheduler

Waiting List:

A bug in which the Start Time field drop-down started at "12:00pm" has been corrected.

Web Version

Teletherapy!

The booking and launching of Teletherapy appointments has been added to the web version of the Practice Perfect scheduler, as well. Please see the information on Teletherapy outlined in the first item of these release notes.