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AdvancedPM & AdvancedEHR

AdvancedReputation (PM)

We have enhanced AdvancedReputation™ by giving you more power to specify what entity patients will review, and added the option for patients to post a review on your Facebook page.
Additionally, you can also now limit the number of surveys sent to a patient in a period of time.

Social Media
We have added a new Social Media Review Links master file that allows you to manage where patients review your practice, facilities, and providers (Google™ or Facebook page).

A new system default determines what is displayed in the master file and what entity your patients will review.
As part of this enhancement, we have removed the Google ID field from the Facility and Practice master files.
Go to Utilities | System Defaults | Reputation Management.

Limit to One Survey Per (# days)
Use this system default to limit the number of surveys sent to a patient in a period of time, reducing the risk of them opting out or unsubscribing from patient surveys.
The default is 10 days.

Get Social Reviews for
Use this system default to define the entity to be reviewed in surveys.

  • Practice – Surveys will receive a survey to review the practice
  • Facilities – Surveys will receive a survey to review the facility
  • Provider – Surveys will receive a survey to review the provider

The default is Facilities.

Note: The Get Social Reviews for system default also determines which Social Media Review Links fields are displayed in the Social Media Review Links master file.

Eligibility (PM)

Enhanced Eligibility Information
We have enhanced the X12 eligibility request (data file) to include Relationship to subscriber and Group number information, two essential data elements that meet carrier requirements for successful eligibility checks and help return superior eligibility information.

Important Note: As part of this enhancement, the X12 eligibility request is now used by default to obtain eligibility data for all carriers. You can opt out of using the X12 eligibility request by selecting Portal as the Eligibility Type in the Carriers master file, indicating you want to check patient eligibility using the carrier’s portal.

Additionally, for those who want to run Portal eligibility checks, we have added a new Additional Auth field on the Carriers master file to allow you to enter a secondary authentication when it is required by the carrier portal login.
Go to Master Files | Carriers.

New Scheduler Updates (PM/EHR)

We have made several client requested enhancements to the Scheduler to improve workflow and functionality:

  • Chart number added to patient card
  • Month View*
  • Customize view (Side-by-Side and Stacked)*
  • Appointment Totals Grid*
  • Undock Scheduler Feature*
  • New system default to disable legacy Scheduler

*These features will be rolled out in stages over the next several months.

Chart Number Added to Patient Card
You can now view the patient chart number on the Patient card on the Left Pane.

Month View
You can now view an entire month of appointments by clicking the Month View icon.

The Left Pane is collapsed in Month View to allow more room. Open the Left Pane by clicking the Expand icon. To change Month View:

  • Click the date at the top of a column to display patient names.
  • Double-click the date in the top of a column to open that date in Day View.

Customize Views (Day, Week)
You can now choose to display Day or Week views as side-by-side or stacked. The next time you log in the system will remember your view setting.

Appointment Totals Grid
We have added an Appointment Totals grid that displays the following information:

  • Total number of appointments in each column.
  • Total number of appointments by appointment type, listing the type with the most appointments on top.

Click the More Options icon in the Appointment Totals grid header to view the following options:

  • Type Totals Report
  • Group By Type
  • Group By Color

Note: If you use the same color for multiple appointment types, when you Group by Color, multiple appointment types display when you hover over a number.

Undock Scheduler Feature
You can now undock the Scheduler from PM. This allows you to view the Scheduler in a separate screen, while continuing to work in PM.

Note: If you close the Scheduler tab in PM, the undocked Scheduler will also close. When you reopen the Scheduler, the system will save its docked or undocked state.

Disable Legacy Scheduler System Default
You can now choose to disable the legacy Scheduler.
Go to Utilities | SystemDefaults | Appointments.
Select Yes to disable the legacy Scheduler.
The default is No.

Prescription History (PM/EHR)

Audit Trail and Prescription History Combined
We have combined the Patient Prescription History screen with the Chart History Prescription screen to create the new Drug Prescription History screen, so you can view the following information in one place:

  • Review History
  • Message History
  • Audit Trail
  • Drug History

You can access the Drug Prescription History screen multiple ways:

  • Right-click a prescription in the patient’s Chart List and select Update Prescription | View Prescription History.
  • Open a prescription in the Medications tab and click the Prescription History icon.
  • Open a prescription in the New Rx tab, select History in the Actions menu.
Quick Pay & Reversal Quick Pay (PM)

We have updated the Quick Pay and Reversal Quick Pay screens by adding an ICN (carrier internal control number) field where you can manually enter ICN information from paper payments. If you select Insurance as the Source, the ICN field displays. ICN information entered in the field displays in:

  • Original Ref ID/ICN field on the Extra Information screen.
  • Original Ref ID/ICN field on the Institutional Charge Entry screen Situational tab.

ICN information is still automatically entered for electronic payments on the Rebill Charge screen when available.

Video Training Library

The following videos have been updated:

  • AdvancedReputation™ (3:36)
    This video has been updated to include changes in workflow and the addition of Facebook review links.
  • Scheduling Workflow – Prior to Patient Visit (8:45)
    This video now includes information about the new Month View, Analytics, and Docking/Undocking features in the PM scheduler.