New Products & Features

Dashboard/Patient Chart (EHR) Customize Dashboard and Patient Chart Dashboard We have added a Customize icon to the Dashboard that opens the new Customize Dashboard and Patient Chart screen. Use the new Customize Dashboard and Patient Chart screen to select which patient cards display, and which items display on the dashboard and chart toolbar. Click the … Continued

Appointment Scheduler (PM) Provider Week View To give schedulers and providers an overview of an entire week’s work locations and appointments, we added Provider Week View to the Scheduler. This new view displays one provider’s schedule, for all facilities the provider practices in, or filtered for a specific facility. Go to Scheduler. Click the Provider … Continued

Mobile App Updates (Mobile) We are excited to announce the following updates to our mobile and iPhone® apps: Improved image annotation in patient notes and in documents and images. Added confidential notes to the patient facesheet. Added confidential check box to lab results. Indicate confidential chart items in Patient Details and chart item lists. Added … Continued

Dashboard (EHR) Orders and Results We have updated the Orders and Results donut and worklist table with the following: Confidential Orders/Results Orders and results marked Confidential-Only Discuss with Patient are highlighted yellow in the worklist table. Abnormal Results Abnormal results are displayed in red in the worklist table. Patient Cards (EHR) We have added two … Continued

AdvancedInsight (PM) We have increased the data available for you to add to your custom reports in the latest version of AdvancedInsight. There are two new metrics data sets that contain the same aging fields as other balance metrics. Metrics – Insurance Balance Aging Metrics – Patient Balance Aging You are now able to add … Continued

Open Patient Chart
You can now open the patient’s chart Summary from the Prescription Renewal screen, so you can easily review the patient’s information before renewing their prescription.

Go to Tools | Pharmacy Requests.

1. Tap a Prescription Renewal Request to open it.
2. Tap Open Chart to view the patient’s chart Summary.

We are excited to announce the following updates to our mobile and iPhone® apps:

• Add and view insurance card images from Patient Details.
• Mark chart items as Reviewed.
• Reset or change your password from the app.
• Added new search fields in the pharmacy picker.
• Added new badges on the filter icon to easily see if filters are applied to the Review Bin, Patient Search, or Messages screen.
• Added Status information to all chart items when a chart item is saved, signed, or reviewed.
• Added new filters to the Review Bin, so you can easily see items you need to review or sign.
• Removed the PIN screen to unlock the app.

Updates made to:

• AdvancedCQM (PM)
• AdvancedReputation (PM)
• Billing (PM)
• Dashboard (EHR)
• Global Settings (PM/EHR)
• Patient Cards (EHR)
• Providers Master File (PM)
• System Defaults (PM)
• Template Library (EHR)
• Templates (PM/EHR)
• Video Training Library (PM/EHR)

Updates made to:

• Dashboard (EHR)
• Patient Chart (EHR)

Updates made to:

• Billing (PM)
• Template Library (EHR)
• Video Training Library (PM)

Updates made to:

• AdvancedPatient (PM)
• Appointment Reminders (PM)
• Group Appointments (PM)
• Modules (PM)
• New Patient Chart Overview (EHR)
• Patient Billing (PM)
• Payment Entry (PM)
• Reports (PM/EHR)
• System Defaults (PM)
• Template Library (EHR)
• Video Training Library (PM/EHR)

Google Reviews Update
To comply with new Google™ policies regarding filtering online reviews, patients can leave a Google review for all levels of star ratings via surveys.

Video Training Library (PM)
The following video has been updated:

• AdvancedReputation™ (4:05)