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Release Notes – v9.0.16
Proprietary Notice Information: These notes provide information about new features to be delivered with the upcoming upgrade release for your application. This document is provided for informational purposes only, and the information herein is subject to change without notice. This document also does not guarantee the delivery of these new features in anyway whatsoever. While every effort has been made to ensure that the information contained within this document and the features and changes described are accurate. IHCS cannot and does not accept any type of liability for errors in, or omissions arising from the use of this information. Any questions regarding the release notes should be addressed to [email protected] or call 877-346-7962 for customer service.
Some exciting features in this release!
✓ EMR Features
• New enhanced Physical Exam Module
• Enhanced Anatomical Drawing Module
• On the fly Group Appointment Scheduling
✓ PM Features
• Launched Rule Engine Beta (Phase I)
• Enhanced New Charge Search Engine
• Manual Payment Posting Enhancements
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Contents
EMR Features......................................................................................................................................................................................... 4
New Enhanced Physical Exam Module ........................................................................................................................................................ 4
Enhanced Anatomical Drawing Module .................................................................................................................................................... 14
Option to Stop Deleting Appointment when Deleting Encounter ............................................................................................................. 19
Patient Information Report – Exempt Appointment Reminder Options ................................................................................................... 19
Treatment Plan – “Order Status” Referred to as “Status” ........................................................................................................................ 20
Use Form Builder for Custom Templates ................................................................................................................................................... 21
Patient Name in Alphabetical Order in Patient Group .............................................................................................................................. 22
Document Manager – Introduced New “RCM” Category ......................................................................................................................... 23
Ability to Hide Location on Print Order ..................................................................................................................................................... 23
Document Manager – Filter Data by Patient Category and Payer ............................................................................................................ 24
Matching Illness Code Instead of Illness Description ................................................................................................................................. 24
Configure Default Modifiers and Units ...................................................................................................................................................... 25
Print Facility Address on Fax Cover Letter ................................................................................................................................................. 25
Send Notification E-mail for Urgent Messages ......................................................................................................................................... 26
Drug Administered – Introduced “MIL” Option in Dosage Drop Down ..................................................................................................... 26
Visit Type – Introduced Smart Search Option ............................................................................................................................................ 27
Open a Ticket with Upload Files Option in Resource Center ..................................................................................................................... 28
Enhanced Antepartum Feature with New Look and Feel .......................................................................................................................... 29
New Sticky Note Report............................................................................................................................................................................. 33
Allowed Primary Subscriber Name in Form Builder ................................................................................................................................... 34
On the Fly Group Appointment Scheduling ............................................................................................................................................... 35
Set Color for High Priority Notes ............................................................................................................................................................... 37
Introduced Dx Option in Form Builder ....................................................................................................................................................... 38
Care Plan – Introduced “Progress Status” Option for Long Term Goals .................................................................................................... 39
Advanced Patient List Report .................................................................................................................................................................... 39
Meningococcal Doses ................................................................................................................................................................................ 40
Auto Provide Education Material to Patient Portal Users ......................................................................................................................... 40
Introduced Print Icon in Help File .............................................................................................................................................................. 41
Unblock Appointment Automatically ........................................................................................................................................................ 41
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Restrict Users to Access Past Dated Encounters ....................................................................................................................................... 42
Referring Provider Change Impact ............................................................................................................................................................ 43
Last Payment Date and Amount on Advanced Patient List Report ........................................................................................................... 44
Procedure Template – Show Notes as List ................................................................................................................................................ 45
View Refill Reason Sent by Patient Portal User ......................................................................................................................................... 46
Send Refill Request to Primary Provider Only ............................................................................................................................................ 47
Sticky Note – See Number of Notes in Bubble ........................................................................................................................................... 47
Form Builder – Two New Fields Added in Database Value ........................................................................................................................ 48
Appointments Report – Visit Type Showing Active and Inactive Appointments ....................................................................................... 49
PM Features ........................................................................................................................................................................................ 50
Launched Rule Engine Beta (Phase I) ........................................................................................................................................................ 50
View Batch Number on the Claims Submission Report Excel .................................................................................................................... 52
Submit 200 Claims at a Once .................................................................................................................................................................... 52
Filter Production Summary Report based on Service Provider .................................................................................................................. 53
Enhanced New Charge Search Engine ....................................................................................................................................................... 54
Diagnosis Utilization Report – Search by CPT Codes ................................................................................................................................. 55
Update End Date Automatically on Running Insurance Eligibility Check .................................................................................................. 56
Phone Number Appears with Hyphen in Patient Financial Summary ....................................................................................................... 57
Claims Processing Search Panel – Select Multiple Options ....................................................................................................................... 58
Introduced Write-off Option on the ERA Adjustment Screen .................................................................................................................... 58
Patient Statements – System Remembers User Selection ......................................................................................................................... 60
Ability to Change Patient Insurance .......................................................................................................................................................... 61
Manual Payment Posting Enhancements ................................................................................................................................................. 62
Roles & Permissions for RCM Folder ......................................................................................................................................................... 64
Introduced Payer Category for Insurance Plans ........................................................................................................................................ 65
Card Holder’s Name on Sterling Payment Receipt .................................................................................................................................... 67
Enhanced Daily Charges Report ................................................................................................................................................................ 68
Enhanced Daily Payments Report & Deposit Slip ...................................................................................................................................... 70
Showing More Than 6 Line Items on New Charge Info Icon ...................................................................................................................... 71
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EMR FEATURES This section includes the EMR features released in this version.
NEW ENHANCED PHYSICAL EXAM MODULE In this release, you will see Physical Exam feature with completely new look and feel. This includes
Physical Exam Configuration and Charting modules.
Physical Exam Configuration
Configuration section is mainly divided into 4 sections. Refer to the following screen:
Section A: System level configuration
Section B: Finding level configuration
Section C: Description level configuration
Section D: Sub Description level configuration
Back
Back
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Section A: System level configuration
• To add a new system, type in the box at the bottom
and click Add.
• To update or inactivate any system, right-click the
system.
• To search for any system from the long list, click the
magnifier icon from the top right corner.
• Locate Quick List (QL) symbol next to the system. QL
appears for system when the finding of that system is
configured as Quick List.
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Section B: Finding level configuration
• To add a new Finding, type in the box, select age group and sex, and click Add.
• To add finding to Quick List, click QL button next to the box, or you can also do it from the grid
once added all the findings.
• You only need to select one or more findings and click the QL button from the grid header.
• To update finding details, click the Edit icon .
• To inactivate the finding, click the Inactivate icon .
• To configure the Description for the Finding, click the Description button in green .
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Section C and D: Description and Sub Description level configuration
• When you click the for Finding, the Description section appears on left side as shown in
above screen. As you click in the specific Description, you will Sub Description section on right.
• To add a new Description, type in the box, select WNL / ABN, and click Add.
* WNL stands for Within Normal Limits and ABN stands for Abnormal.
• To add Description to Quick List, click QL button next to the box, or you can also do it from the
grid once added all the descriptions.
• You only need to select one or more descriptions and click the QL button from the grid header.
• To update Description details, click the Edit icon .
• To inactivate the Description, click the Inactivate icon .
* Like the Description, you can configure the Sub Description in the same way.
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Customized Preference
Locate the Customized Preferences icon
in the top right corner of Configuration
screen.
ABN / WNL: Choose the color of your choice
for abnormal and normal items.
Auto deselect normal on selecting
abnormal: In Charting, system
automatically clears out the normal values
for you when you select abnormal value for
finding. To use this feature, you must select
this check box. To view the confirmation
message before this action, you can choose
appropriate option here.
Show System in Bold on Encounter Note: Select this check box to view System in bold on Encounter
Note.
Show Abnormal Description in Bold on Encounter Note: Select this check box to view Description /
in bold on Encounter Note.
Show Abnormal Sub Description in Bold on Encounter Note: Select this check box to view Sub
Description / in bold on Encounter Note.
Display Indication for Recorded Sub Description: If you have recorded something at sub description
level, you will see an indication at the description level. icon will display next to description.
Hovering mouse over this icon will show the recorded sub descriptions.
Number of Columns for Description in Charting: Choose the appearance of Physical Exam elements in
Charting. For longer descriptions, you may want to choose 1 column, and for shorter descriptions, you
may want to choose 6. Choose appropriate value from the drop-down list between 1 to 6.
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Physical Exam Configuration at Provider Level
• The Provider level configuration can be done like the Practice level configuration.
• In addition, at provider level configuration, there are 2 new features added:
o Copy Configuration from Another Provider
o Configure Template for Physical Exam
Copy Configuration from Another Provider
If you already have configured Physical Exam for one provider and you want to use the same
configuration for another provider, you can do that with the help of this feature. Click the Copy icon
in above screen.
Select provider from which you want to copy the configuration in the “Copy From” field. Select
provider for which the configuration is to be copied in the “Copy To” field.
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Configure Template for Physical Exam
If you do not want to enter similar details all the times when recording Physical Exam, you can create
a template, and use it every time when you record them in charting. Click the Template icon in the
Practice or Provider tab.
• Type in template name, select age group and sex, select provider, and click Add.
• To update the template details, click the Edit icon .
• To inactivate the template, click the Inactivate icon .
• Click the Edit icon and you will see a list of all Physical Exam elements. Refer to the below
screen. You can also click the template name link to view this list.
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Select the items as per your requirement for each system. When you record Physical Exam in charting,
you can pick the template and all these details will appear automatically.
When you select the check box here, you will also see a gray icon next to that item. If you want to
see this item selected in charting by default, you must click this icon. On clicking it, the icon turns into
green.
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Physical Exam in Charting
The Physical Exam section in charting will appear as shown in the following screen:
• You can find the entire screen with new look and feel.
• In top panel, locate the Clear All button with drop-down arrow showing 2 more options.
o Clear All – Click this button to clear all the systems.
o Clear All Normal – Click this button to clear the systems recorded as normal. This will be
applicable only for the selected system.
o Clear All System Normal - Click this button to clear the systems recorded as normal. This
will be applicable for the selected systems.
• Templates: Locate the Select Template drop-down in the top panel. Click the drop-down arrow
and you will see all the templates you have configured. Pick an appropriate one to record the
Physical Exam details automatically. This saves lot of your time!
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o In case if you have not configured the template, you can still create it from the charting.
Select the items and once you are done, click the “Add to Template” icon from the
top right corner.
Note: Template option will appear only when at least one template is configured.
• The check boxes for normal and abnormal findings will appear with the color as they are
configured in Customized Preferences.
• Locate the Physical Exam Summary icon in the top right corner. Clicking this icon will show
the Summary screen for recorded elements as shown below:
• The normal and abnormal findings
will appear with the color as they are
configured in Customized Preferences.
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ENHANCED ANATOMICAL DRAWING MODULE In Physical Exam, there is a feature to work with anatomical drawings. The Anatomical Drawing module
is now completely enhanced with a new look and feel.
Type in “Anatomical” in top left smart search and go to Anatomical Drawing Configuration screen.
Design the template the way you want from the Configuration screen.
1. Type in Template Name in the designated box.
2. Select the body system for which you want to design the template.
3. Select the age duration and sex.
4. Browse an image you want to use and click Add.
5. Locate the configured template in the below grid.
6. Once configured the anatomical drawing successfully, now, access the Physical Exam section
from Charting.
Back
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7. Select the body system for which you have configured the drawing and click the Anatomical
Drawing icon from the top right corner.
8. Locate the newly designed screen for Anatomical Drawing as shown below:
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9. Use the design controls from left pane to design a drawing in the white space shown on right
side.
10. Locate the various options in top menu:
New – Click this button to create a new drawing.
Browse – Click this button to browse and image from your system and place it here.
Saved Images – When you browse any image from your system, or, make any changes to the
configured image, and then click Save, then all such images are placed in the Save Images tab.
Save – When you make any changes to the browsed or configured image, you may want to save
that for future use. You need to save such images first using this button.
Print – Click this button to print the image.
On the top, you will see a list of images you have configured in Anatomical Drawing.
Click the appropriate tab on top to view the images accordingly.
Click the image that you want to edit, and it will be placed on the canvas.
Once the image is placed on the canvas, you can use the controls from the left pane to edit the image.
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Control Description
Selection tool: To change the appearance of any object, you must first select the
object using this icon. For example, if you want to change the line color, first, select
the line using this tool.
Fill Bucket: Use this icon to fill the color in the circle or rectangle you have created.
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Clear: Use this icon to clear the changes you have made to the drawing. You will see
the drawing in its original state. System will prompt a confirmation on clicking this
icon.
Eraser: Use this icon to erase some portion of your drawing, however, you can use the
Undo option to get the erased portion back.
Undo: Use this icon to undo the action. You can undo as many actions as you want.
Redo: Use this icon to redo the action. You can redo as many actions as you want.
Line: This is a line tool. Use this tool to point out a specific part of drawing. You can
change the line color, make your you select it first using Select tool.
Arrow: This is an arrow tool. Use this tool to point out a specific part of drawing. You
can change the arrow color, make your you select it first using Select tool.
Pencil: Use this tool to write free form text or to draw something.
Highlighter: Use this tool to highlight a specific part of drawing. You can change the
highlighted color, make your you select it first using Select tool.
Circle and Rectangle: Use the circle or rectangle to point out a specific part of
drawing. You can change their color, make your you select them first using Select tool.
The opacity can be increased or decreased according to your requirement.
Textbox: Click this icon to write some text on the canvas.
Image: Click this icon to browse an image from your system.
Filled Circle and Filled Rectangle: Use the filled circle or rectangle to point out a
specific part of drawing. You can change their color, make your you select them first
using Select tool. The opacity can be increased or decreased according to your
requirement.
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OPTION TO STOP DELETING APPOINTMENT WHEN DELETING ENCOUNTER
Earlier when you deleted an encounter, system
asked to delete an appointment as well.
Now, when you delete an encounter, the “Also
delete appointment from Scheduler” will
remain disabled if the provider does not have
access to delete an appointment.
PATIENT INFORMATION REPORT – EXEMPT APPOINTMENT REMINDER OPTIONS
When you exempt the
appointment reminder services
for patient, it appears on the
Patient Information Report.
The Patient Information Report
can be accessed from Patient
Ribbon in Facesheet as shown in
this screen.
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TREATMENT PLAN – “ORDER STATUS” REFERRED TO AS “STATUS”
In Treatment Plan, earlier the
caption was referred to as “Order
Status” which is now changed to
“Status.”
This caption change is applied for
all elements of Treatment Plans,
such as, Lab, Radiology, Special
Studies, and so forth.
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USE FORM BUILDER FOR CUSTOM TEMPLATES
Custom Clinical Forms can be designed using the
Form Builder feature. You can now use the
Form Builder feature for Custom Templates as
well.
In Form Builder, a new “Custom Templates”
option is now introduced that help you to
design the custom templates the way you want.
To access “Form Builder” section, expand left pane, select
Administration > EMR > Form Builder.
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PATIENT NAME IN ALPHABETICAL ORDER IN PATIENT GROUP
On the Patient Groups screen, when you
found a long list of patients, it became
difficult for you to access a specific
patient.
To make it easier to search the exact
patient, you can see the patient list in
alphabetical order.
Similarly, when you book a group therapy appointment, you can see patient list in the alphabetical
order.
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DOCUMENT MANAGER – INTRODUCED NEW “RCM” CATEGORY
In the recent release, 3 new
system folders were added in
Document Manager.
In this release, a new
category “RCM” is introduced
and placed all those 3 folders
in this category.
These folders are: EOBs,
Insurance Correspondence,
and Patient Payments.
ABILITY TO HIDE LOCATION ON PRINT ORDER In Treatment Plan, when you click the Print Order button, you can see the location printed on the
order. You can now hide the location on the print order. You need to contact our customer support
team to enable this feature.
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DOCUMENT MANAGER – FILTER DATA BY PATIENT CATEGORY AND PAYER In Document Manager, you can now filter data by “Patient Category” and “Payer”. You will have to
select Encounter Note option in Folder Name to view the Payer drop-down.
MATCHING ILLNESS CODE INSTEAD OF ILLNESS DESCRIPTION
In Health Maintenance
configuration, when you
configured illness, the system
matched the illness description
when recording the details in
charting.
Now, instead of illness
description, system will match
the illness code and show all
related illness descriptions in
charting.
* The same change is also done in the Immunizations and Clinical Decision Support System (CDSS) modules.
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CONFIGURE DEFAULT MODIFIERS AND UNITS
In Visit & Procedure Codes, there was a feature to configure default modifiers and units using the
icon. This feature is now also introduced for Labs, Preventative Health, and Special Studies modules.
PRINT FACILITY ADDRESS ON FAX COVER LETTER Earlier system printed only the Practice address on the fax cover letter. Now, system facilitates you to
print Facility address instead. To print the Facility address on Fax Cover Letter, please contact our
customer support team.
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SEND NOTIFICATION E-MAIL FOR URGENT MESSAGES System enables you to receive e-mail notification upon various actions such as, at the time of receiving
To Dos, messages, and so forth. This feature is now enhanced, and you can now receive an e-mail
notification when you receive any urgent messages.
Locate a new option “Urgent Message” in Resources Management in the “Send Email Notification for”
drop-down list.
DRUG ADMINISTERED – INTRODUCED “MIL” OPTION IN DOSAGE DROP DOWN In the Drug Administered Configuration section, locate
a new MIL option in the Dosage drop-down list. Refer
to the adjacent screen.
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VISIT TYPE – INTRODUCED SMART SEARCH OPTION Visit Type has now become a smart search. You just need to put your cursor in the Visit Type box and
you will see a list of visit types over there. Type in few characters and then you can see the results
matching to your search.
In this release, this change will be applicable on the Book Appointment, Move Appointment, and
Rescheduled Appointment screens.
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OPEN A TICKET WITH UPLOAD FILES OPTION IN RESOURCE CENTER When you submitted a support ticket earlier, you could enter your message and sent to our client
support team.
To make the process of resolving your errors faster, system now enables you to upload the files on
Resource Center. You can take a snap shot of the error you are facing and upload it on the resource
center. You can also upload multiple files and send them to our customer support team and we will be
happy to assist you with the solution.
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ENHANCED ANTEPARTUM FEATURE WITH NEW LOOK AND FEEL The Antepartum feature is now enhanced with completely a new look and feel. All the features of this
module remain same; however, the presentation and the user interface are enhanced to make it more
user-friendly and intuitive.
Following are the snap shots of the Antepartum module:
Antepartum Form - Patient Demographics
Antepartum Form – Ob/Gyn History
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Antepartum Form – Medical History
Antepartum Form – Genetic History
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Antepartum Form – Physical Exam
Antepartum Form – EDD
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Antepartum Form – Flowsheet
Antepartum Form – Plan/Counseling
Antepartum Form – Postpartum
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NEW STICKY NOTE REPORT Sticky Notes is a feature wherein a practice user sends a sticky note to another user to take an action
at the time of performing any workflow, for example, John Smith sends a sticky note to John Doe to
inform him to collect $10 copay from patient at the time of booking an appointment.
In this release, a new Sticky Note Report is introduced to view all such sticky notes based on some
search options. You can fill up the search options and click Export Data to view the sticky notes details
in excel.
On the Sticky Notes excel, you can find following details:
• Patient Name • Subject • Description
• Color • Applicable Location • Applicable User
• Added By • Added On • Last Modified By
• Last Modified On • Date From • Date To
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ALLOWED PRIMARY SUBSCRIBER NAME IN FORM BUILDER
In Form Builder, you can
now select Primary
Subscriber Name from
the Database Value
drop-down list.
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ON THE FLY GROUP APPOINTMENT SCHEDULING System now allows the Mental Health providers to treat and chart notes for couple and family therapy
which usually includes multiple members at the same time in the same room.
Once you book an appointment for the primary patient, click in the appointment and you will see a new
option “Add more patients”. Click this option to add as many patients as you want to make a group.
Once you add patients, the appointment will become a Group Therapy appointment.
1. Go to the Scheduler Setup screen.
2. Select the “Enable Group Appointment Scheduling on the Fly” check box and select the number
of patients you want to allow in the group. Refer to the below screen for the configuration:
3. Once you configure the Scheduler Setup, you can add multiple patients on the fly.
4. Book an appointment for a patient.
5. Click that appointment and you will see “Add more patients” option as shown in the following
screen:
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6. Add multiple patients in a group as per your requirement.
7. Once you add multiple patients, the appointment will be treated as group therapy appointment.
8. Locate the following screen wherein you can see patients added in group along with indication
that 2 out of 5 patients are added by now.
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SET COLOR FOR HIGH PRIORITY NOTES When sending Patient, General, Financial Notes, you can now set color according to your requirement
for high priority notes.
To send high priority notes with your choice of color, go to Patient Search screen, click the Notes icon , and choose appropriate color
from the drop-down list as shown in below screen:
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INTRODUCED DX OPTION IN FORM BUILDER On the Form Builder screen, a new option Dx is introduced to place Diagnosis Codes on the form. You
can also place the Diagnosis Description next to the Dx Code.
To place the Dx Description, you need to select the Illness Description check box from the Dx Properties.
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CARE PLAN – INTRODUCED “PROGRESS STATUS” OPTION FOR LONG TERM GOALS In Care Plan, the Progress Status drop down was available for problems. Now, the Progress Status drop
down is also made available for the “Long Term Goals.” Refer to the following screen:
ADVANCED PATIENT LIST REPORT On the Advanced Patient List Report, 2 new fields are newly introduced:
• Last Patient Payment Collected
o This will show the payment collected from the patient as copay or direct payment.
• Date of Last Patient Payment
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MENINGOCOCCAL DOSES
Earlier, in Immunization, there was a
category as “Meningococcal”.
“Meningococcal B” was part of this
category.
Now, “Meningococcal B” is configured as
a separate category, and
“Meningococcal” will now be referred to
as ““Meningococcal ACWY”.
AUTO PROVIDE EDUCATION MATERIAL TO PATIENT PORTAL USERS System has an ability to provide education material to patient portal users automatically when the
Diagnosis, Problem List, Medication, or Lab is recorded in the system. Sometimes it becomes difficult
for the mental health providers to deal with patients when they receive call from them about education
material.
Now, the users can decide if they want to disable the feature of automatically sending patient education
material to patients.
If you do not want to send patient education material automatically to patient portal users, you can call our customer support team.
We will disable this feature for your practice.
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INTRODUCED PRINT ICON IN HELP FILE When accessing InSync, if you click “Ctrl H”, you can find the help file in a new tab. When reading
through the help file, you may want to print the page you are going through. System now enables you
to print the help page you are referring to. Locate a new Help icon in the top right side of your help
file.
To access InSync Help File, you can click the logged-in provider drop-down, and then click the Help option. Alternatively, you can also
press Ctrl H to access the help file.
UNBLOCK APPOINTMENT AUTOMATICALLY When the patient portal user sends an appointment request for a specific time slot, that time slot
becomes disabled in the system for next 24 hours so that any other practice user does not book another
appointment in that time slot.
Earlier Now
the user had to manually unblock the time slot
after 24 hours if the patient portal user’s
appointment is not booked in that time slot.
Now, this time slot is unblocked automatically
after 24 hours.
the practice users could not unblock the time slot
until 24 hours even though they wanted to
unblock it.
they can unblock the time slot within those 24
hours as per the requirement.
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RESTRICT USERS TO ACCESS PAST DATED ENCOUNTERS Some practices may not want all their users to access past dated encounters. System now allows you
to do so. A new field “Restrict Past Date Encounters for Users” is introduced on the Practice Level
Configuration screen.
To restrict the users from accessing the past dated encounters, go to Practice Level Configuration screen by clicking icon, expand
Encounter / Charting panel, and select the users who should not be able to access past dated encounters in the Restrict Past Date
Encounters field.
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REFERRING PROVIDER CHANGE IMPACT When you change Referring Provider in Patient Demographics, system now prompts a confirmation
message to make that change for future appointments as well. If you choose Yes, system will change
the Referring Provider in all future appointments, encounters, and charges automatically.
The referring provider will also change in the ended encounters; however, it will not change for the charges that are already
generated or submitted.
Further, when you change Referring Provider in Appointments, Encounters, or Charges, currently,
system prompts a confirmation message to change it in Patient Demographic as well. If you don’t want
to see this message every time when you change Referring Provider, contact our customer support team
and we will turn that feature off for your practice.
Please note that the referring provider will not change in Patient Demographics automatically.
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LAST PAYMENT DATE AND AMOUNT ON ADVANCED PATIENT LIST REPORT When you export the Advanced Patient List Report to excel, a new column is now introduced to view
payment date and amount for the last payment received from patient. Locate a new check box “Last
Patient Payment Collected” check box on the report:
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PROCEDURE TEMPLATE – SHOW NOTES AS LIST When you configured check boxes in Procedure Template, they appeared on the Encounter Note in a
single line separated by comma between each check box. Now, if you want to show each check box as
a separate line item on the Encounter Note, you can choose “List” option in the Note Format drop-
down list.
To view check boxes as a separate line item on the Encounter Note, go to Procedure Template configuration, choose a check box control,
click the Properties icon, and then choose List option in the Note Format drop-down list.
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VIEW REFILL REASON SENT BY PATIENT PORTAL USER When the patient portal users send the medication refill requests, a To Do is sent to the practice user.
Earlier, this To Do did not include the reason for refill the patient has mentioned. Now, the practice
will come to know the reason for refill along with refill request.
Refill Reason Mentioned by Patient Portal User
Refill Reason Received by Practice User
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SEND REFILL REQUEST TO PRIMARY PROVIDER ONLY When the patient portal user sends the medication refill request, it is sent to the users/groups that are
configured in the Practice Defaults > Patient Portal Settings panel.
Now, system facilitates sending refill requests only to the primary provider of the patient. A new check
box “Send refill request to Patient’s primary provider only” is introduced for the same. Refer to the
following screen:
STICKY NOTE – SEE NUMBER OF NOTES IN BUBBLE When you access the Sticky Note, you can see a number in the bubble that states that how many times
the sticky note has been updated or you can say how many notes the sticky contains.
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FORM BUILDER – TWO NEW FIELDS ADDED IN DATABASE VALUE In Form Builder, two new fields are introduced in the Database Value drop-down list:
• Latest Encounter Diagnosis List
• Current Medication List
You can use both these values only once in a single template.
When you use any of these values, you will be able to set number of
rows to be displayed.
If you want to show only the most recent 3 diagnosis or the most
recent 5 medications, you can choose an appropriate number from
the drop-down list as shown in the adjacent screen.
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APPOINTMENTS REPORT – VISIT TYPE SHOWING ACTIVE AND INACTIVE APPOINTMENTS On the Appointments Report, active and inactive visit types can be viewed separately in the drop-down
list.
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PM FEATURES This section includes the PM features released in this version.
LAUNCHED RULE ENGINE BETA (PHASE I) System now automatically performs insurance eligibility check in offline business hours and update the
status in the system accordingly. This automatic check will be applicable only for the Primary Payers
and will be based on the Date of Service (and not based on the current date.)
Apart from the automatic insurance eligibility check, the eligibility options are also introduced on the
New Charge screen and in the New Charge Search panel. This will help the billers perform the insurance
eligibility check before submitting the charges.
Insurance Eligibility Check option on the New Charge Screen
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Insurance Eligibility Check option on the New Charge Search Panel
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VIEW BATCH NUMBER ON THE CLAIMS SUBMISSION REPORT EXCEL
System now facilitates to know the batch
number in which the claim was submitted. A
new column Batch Number is introduced in the
Claims Submission Report Excel.
SUBMIT 200 CLAIMS AT A ONCE On the Claims Processing screen, now you can view a list of 200 claims at once on the single page. At
the same time, you can also submit these 200 claims at a time to the clearinghouse.
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FILTER PRODUCTION SUMMARY REPORT BASED ON SERVICE PROVIDER The Production Summary Report now can be filtered based on the Service Provider. A new drop-down
“Service Provider” is introduced on the report. You can select multiple service providers to generate
the Production Summary Report.
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ENHANCED NEW CHARGE SEARCH ENGINE On the New Charge screen Search panel, you can now see the following search options that are newly
introduced:
• Patient Category
• Aging
• Balance
• Eligibility Status
• Resp Payer (Only the caption change. Earlier this was referred to as “Payer”)
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DIAGNOSIS UTILIZATION REPORT – SEARCH BY CPT CODES The Diagnosis Utilization Report now can be filtered based on the CPT Codes. A new search option “CPT
Code” is introduced on the report.
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UPDATE END DATE AUTOMATICALLY ON RUNNING INSURANCE ELIGIBILITY CHECK When you run the Insurance Eligibility check, system automatically pulls the End Date and update it in
the patient insurance section.
To enable this feature, please contact our customer support team.
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PHONE NUMBER APPEARS WITH HYPHEN IN PATIENT FINANCIAL SUMMARY The Patient Financial Summary screen now shows up phone number with hyphen, earlier there was no
space between the numbers.
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CLAIMS PROCESSING SEARCH PANEL – SELECT MULTIPLE OPTIONS On the Claims Processing screen, you can now select multiple options from the drop-down list. Locate
the Provider drop-down in the below screen. Accordingly, you can select the multiple options for the
other search options as well.
INTRODUCED WRITE-OFF OPTION ON THE ERA ADJUSTMENT SCREEN On the ERA Adjustment Code Configuration screen, a new Write-off option is introduced. Selection of
the Write-off option enables the drop-down list to select the Write-off Reason. Refer to the following
screen:
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PATIENT STATEMENTS – SYSTEM REMEMBERS USER SELECTION System now remembers the selection of logged in provider on the Patient Statement. Next time when
the user logs into the system again and access the Patient Statement page, the same selection will
appear on the screen.
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ABILITY TO CHANGE PATIENT INSURANCE Sometimes you may select a wrong insurance for the patient and later you may want to change it.
Previously you were not able to do so. System now allows you to change the patient insurance even
though the charge is generated. You cannot change the patient insurance once the charge is submitted.
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MANUAL PAYMENT POSTING ENHANCEMENTS The Manual Payment Posting feature is enhanced with the following changes:
On the Payment Posting screen,
1. Policy# will appear next to the payer name.
2. Information icon will appear that will show the previous payment details.
3. Balance column will be automatically updated as soon as you post the payment details, you do
not need to click Apply/Validate button after each entry like earlier it was.
4. When one check has payment for multiple claims, you do not need to enter same details (check
number and all) again and again. System will save these details for you and you can only add
different claim numbers for that payment.
5. The line items details will appear based on the combination of Patient and Claim# details, earlier
they appeared only based on the claim#.
6. The Load button is now removed. Instead, Patient Name and Claim# fields have become smart
search fields.
7. For Denial transactions, you will be able to change the Payment Type to Check, previously this
was not possible.
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On the Payments screen,
• System will remember the search options for the logged in user, so that next time when the user
logs in again, the same search options will remain intact and search results will appear based on
that selection.
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ROLES & PERMISSIONS FOR RCM FOLDER In Document Manager, a new category “RCM” is added in the left pane. You can now set Roles &
Permissions to access this folder. So that only the authorized users can access the RCM folder.
If you want to enable this feature for your practice, please contact our customer support team.
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INTRODUCED PAYER CATEGORY FOR INSURANCE PLANS A new section “Payer Category” is introduced that helps you to club the insurance plans under one roof.
1. Type in “Payer” in smart search
box on top left corner.
2. Click the Payer Category (in
Administration) option.
3. The Payer Category screen
appears.
4. Type in Category Name and click Add. The Payer Category will be added to the grid.
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5. Type in “Insurance” in smart search box on
top left corner.
6. Go to Insurance Management tab.
7. Click the Edit icon .
8. Select an appropriate option from the Payer Category drop-down list as shown in below screen:
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CARD HOLDER’S NAME ON STERLING PAYMENT RECEIPT
On the Sterling Payment Receipt, card holder’s
name will appear as shown in this screen:
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ENHANCED DAILY CHARGES REPORT The Daily Charges Report is now enhanced with completely a new
look and feel. You can find the new report more user-friendly and
intuitive.
In the Reports menu, you will see another Charge Activity Report
option. Locate this screen on the right side.
Highlights of New Report:
1. You can create your own query and the system remembers
it for you next time when you want to generate the report.
2. New options introduced for quick reporting. You can
generate report for,
• Today
• Current Week
• Last Week
• Current Month
• Last Month
• Customized duration
3. A separate panel is introduced for “Detail Charge & Payment Report” fields selection.
4. Help icon appears in top right corner that gives you detailed information on the new report.
5. Info icons placed where you can find the details for that particular item.
Locate the New Daily Charges Report User Interface as shown in the screen below:
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ENHANCED DAILY PAYMENTS REPORT & DEPOSIT SLIP The Daily Payments Report is now enhanced with completely a new look
and feel. You can find the new report more user-friendly and intuitive.
The old Daily Payments Report has both the options together on the
report; Daily Payments and Deposit Slip.
Now, you can find Daily Payments and Deposit Slip (Patient Payment
and Insurance Payment) as separate reports.
Locate the new “Payment Activity Report” and “Deposit Slip” as shown
in the adjacent screen.
Highlights of New Report:
1. You can create your own query and the system remembers it for
you next time when you want to generate the report.
2. New options introduced for quick reporting. You can generate report for,
• Today
• Current Week
• Last Week
• Current Month
• Last Month
• Customized duration
3. Help icon appears in top right corner that gives you detailed information on the new report.
4. Info icons placed where you can find the details for that particular item.
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Locate the New User Interface for Daily Payments Report and Deposit Slip:
SHOWING MORE THAN 6 LINE ITEMS ON NEW CHARGE INFO ICON On the New Charge Search Panel, earlier, only 6 line items were displayed on hovering mouse over the
information icon. Now, the system shows all the line items on the information icon.
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