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AdvancedPM & AdvancedEHR

Appointment Scheduler (PM/EHR)

Collapsible Left Pane
You can now collapse the Left Pane on the Appointment Scheduler to provide more room to view appointments. Click a symbol in the collapsed Left Pane to display a list of patients in that section. The system will remember your last setting each time you log in.

Billing Statements (PM)

Preview Past Statements
You can now preview and print a copy of previously generated billing statements from the Responsible Party tab in PM. The statement copies include the same transaction information as previously run statements and can be useful when reviewing billing with clients.
Note: Statements that are generated when the Print a Statement For Each system default is set to Patient, are also available to preview and print using this new feature, but transaction information will display in Responsible Party statement format which is slightly different from Patient statement format, for example the Chart number on the patient statement is replaced by Account number.
Go to Patient Information | Responsible Party tab.