Carrier Search (PM)
Added CPID to Carrier Search
We have enhanced the carrier search so you can now search for a carrier based on CPID. You can also see the CPID within the carrier search details. This addition is available in any field where you can search for a carrier.
Note: The equal sign (=) is the short cut key for the CPID search value. Enter =
Billing (PM)
Check Search
We have added new filters to the Check Search Criteria to increase the specificity of your search. These new filters include:
- Check Total Amount
- Carrier Category
- Carrier
- Patient
- Responsible Party
Collections (PM)
Collections Letters Preview Screen
You can now see a preview of a collection letter in the Collections detail screen in the following browsers:
- Google Chrome™/ Windows®
- Google Chrome™/ Mac®
- Safari® / Mac®
The new functionality will be available in Internet Explorer® in the near future.
Go to PatientInfo | select a patient | select the Responsible Party tab | click Collections | select Letters.
Charge Entry (PM)
Extra Information
You can now save and close the Extra Information screen with one click. Press Alt+O as a shortcut to save and close the screen.
Forms (PM)
Forms Master File Template Enhancements
We have enhanced the Form Templates master file to include a form template editor that simplifies template building. Additionally, you can add images to templates so you can personalize forms and letters by adding your office logo.
Go to Utilities | Master Files | Templates | Form Templates.
The Form Templates functionality is now available when using:
- Google Chrome™/ Windows®
- Google Chrome™/ Mac®
- Safari® / Mac®
The new functionality will be available in Internet Explorer® in the near future.
System Defaults (PM)
Display Canceled and No-show Appointments
We have added two new system defaults to the Appointments section:
Display Canceled Appointments
Select Yes if you want canceled to display on the Appointment Scheduler.
The default is No.
Display No-show Appointments
Select Yes if you want no-show appointments to display on the Appointment Scheduler.
The default is No.
Canceled and no-show appointments set to display in the scheduler will not be counted in the column appointment count. You can still schedule appointments over canceled and no-show appointments.
Marital Status System Default
We have added a new system default, Default Marital Status, that allows you to select the default patient marital status that displays on the Patient Information screen. Options include:
- Blank
- Single
- Married
- Divorced
- Legally Separated
- Widowed
- Unknown
The default is Single.
Patient Kiosk
To support a future enhancement, we have added the Take Patient Photo system default
for the Patient Kiosk.
Select Yes to allow patients to take their own photo when completing a demographics form in
the Patient Kiosk.
Select No to hide the patient photo functionality. Patients will not be able to take their own
photo when completing a demographics form in the Patient Kiosk.
The default is Yes.
Go to Utilities | System Defaults | Patient Portal | Patient Kiosk.
