634

Released on 2024-02-05

About This Release

Release 3.0.0.634

Due to the core nature of recent modifications, if you coming from a version prior to 560, this update must be installed by one of our support representatives and can take a substantial amount of time. Please contact us at [email protected] or via phone at (877) 510-7473.

Please also note that this specific upgrade will take longer than normal and requires substantial hard drive space (temporarily).If you have limted hard drive storage space and are concerned that this will be problematic, please reach out to our dupport department for confirmation prior to any upgrade attempts.

Thank you.

 

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Clients

Birthdate Notice:

Until now, the "Happy Birthday" notice only appeared in the Client's header on the actual birthday. It will now appear 7 days either before or after the birthdate.

Clients

Client Portal password:

The client's Client Portal Password is now masked, but can be displayed by clicking on the icon to the right of the field.

General & Setup

Data Encryption:

Updated data encryption for data in-transit has been included with this update. There is no change in the user experience.

General & Setup

Provider Compensation:

A new security setting entitled Allow to modify compensation has been added to each User and Role, allowing this specific function to be enabled or disabled per user/role.

Changes to Compensation are now also trackable by our support department, if the issue arises.

General & Setup

Client tasks:

Two new columns have been added to the Client, Incident, Tasks tab entitled Due Date and Notify Date. These fields, at present, are for reference purposes only.

Financial

Emailing of Invoices, Statements and Receipts:

The Settings for Invoices, Statements and Receipts have now been broken out into their own tabs so that the email wording can be different, for each. This can be found under Settings, Customize Email Appointment and Invoice.....

Please note, the initial settings for each of these mimic what has already beens setup, they should be reviewed.

Financial

Payment Processing:

Under Customize, Accounting, General in the Apply Client Payments during service entry drop-down, a new option has been added and is called Same date as service.... What this means, if an overpayment is received, it would be automatically applied to any dates of service that match the payment date (eg; an overpayment made on the 01/03/2024 would be applied to any services that occured on 01/03/2024 automatically, if they exist). The other options, apply to the oldest balance, the newest balance or retain as an overpayment remain intact.

Financial

Service Entry:

If a Fee Code exists on an appointment, and a new service is added for that date, the Fee Code from the appointment will appear, by default, during service entry.

Financial

Fee Code Usage Rules:

While adding a new Service to a client, the F4 key can now be pressed at any time to display the current Fee Code's Usage Rules (as setup in the Fee Code detail).

Financial

Transfers:

An error would sometimes occur when deleting balance transfers - this has been corrected.

Scheduler

Coverage Warnings:

A warning will now appear when trying to book a new appointment for a client if ANY of their coverages have been exceeded.

Scheduler

Waiting List:

• An 'unknown column' error would occur occasionally when adding Clients to the Waiting List - this has been corrected.
• The Waiting List detail screen will now also show each Client's Work and Home Email addresses.

Reporting

Client Listing export:

A column-heading issue involving Functionality Levels and Physician info on the exported version of this report has been corrected.

Reporting

Funding Report:

A new Export option has been added to this report which will export the raw data of this report to a CSV format,

Reporting

Operations Summary Report:

• The Rebook # was added to the # of Client Cancels when the Don't count rebooks in Cancel % option was UNticked - this has been corrected.
• The Total % of Cancels and No-shows was mistakenly shown as 0, a bug introduced in a recent release, which has now been corrected.

Reporting

Revenue Report:

• A new option entitled Include charge comments has been added to this report. If selected, the report will include any comments related to each service charge that have been entered.
• A string truncation error would sometimes appear while producing this report - this has been corrected.

Clinical Documentation/EMR

Custom Documents:

The following client fields have been added as available customized fields:

• Client Family Physician Phone #
• Emergency Contact First Name
• Emergency Contact Last Name
• Emergency Contact Phone #

Clinical Documentation/EMR

Activities by Progress Note

The Activities by Progress Note listing screen will now also contain the name of the Co-Provider for each daily note, if one exists.

Clinical Documentation/EMR

Canned and Custom Documents:

When Completing/Signing a canned or custom document, you will now be given the option of printing the document right away, similar to the progress notes.

Clinical Documentation/EMR

Goals:

A new column has been added to the Activity by Goals screen as is entitled Most Recent. Only one line from the listing may be selected as being Most Recent. If selected, then the goals from this 'Most Recent' line will be carried forward to future notes and documents. By default, the most recent goals, by date, will be brought forward, if nothing is ticked on this listing.

General & Setup

Client Detail and Security:

If security for a user/role is set to NOT Show Client Details, then the Key Patient Information usually displayed on the left hand side of the screen will not appear for that user.

Patient Portal

Registration Flow:

The user login and registration experience has been streamlined to make things more clear for both new and existing portal users.

Patient Portal

Patient-Booked Appointments:

Appointments booked directly by the patient on the portal were not being shown as being self-booked on the Find Appointments panel if the the Confirmation Required for new appointments option was disabled.

US Billing Specific

EDI837 Loop 2310 Ordering Provider:

Loops 2310A will now be sent when a) Ordering Provider comes with Referral Number set and all services in the invoice are requested to be sent and b) No service on the invoice is required to send ordering provider;

Canadian Billing Specific

Telus e-billing:

• Apply POS v14.4 updates that are effective on November 26, 2023 and add missing insurers
• Fixed a dependacy issue that was caused by the Invoice Billing Provider

Patient Portal

Checking availability without Registering:

When a potential client visits the client portal there is now a CONTINUE AS GUEST option in which potential clients can check availability without having to first go through the entire registration process. However, in order to actually book the appointment, they will be asked to register first.