New Products & Features

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)

Patient Note Date
You asked, and we listened. Patient notes now display the Note Date in the title bar, so you can keep track of which note you are viewing or updating.

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

• Toggle between the patient’s Chart Summary and Patient Details information.
• View Patient Details in the iPhone mobile app.
• Add a linked prescription, note, or charge slip from an Appointment Card using the
  iPhone mobile app.
• Record a patient’s Race, Ethnicity, and Language.

Updates made to:

• Master Files (PM)
• Billing (PM)
• Collections (PM)
• HealthWatcher Templates (EHR)
• User Setup (PM)
• Video Training Library (PM/EHR)

Updates made to:

• AdvancedCQM (PM)
• Role Setup (PM)
• Video Training Library (EHR)

Updates made to:

• AdvancedInsight (PM)
• AdvancedPatient (PM)
• Billing (PM)
• Mobile App Patient Kiosk (Mobile)
• Role Setup (PM)
• System Default (PM)
• Template Library (EHR)
• Video Training Library (PM/EHR)

Updates made to:

• Toggle current medications
• Print drug leaflet
• Filter Visiting Today list
• Include subnotes in Word® merge
• Patient Messaging
• Payment Entry
• Reports
• Video Training Library

Collections (PM)

You can now reset all of the filter categories on the Collections screen with a single click using the new Reset Filters button.

Go to Modules | A/R Control Center | Collections.

Patient Chart (EHR)

Growth Chart

Head circumference data now displays in the growth chart for patients up to 36 months of age.

CORF Monthly Billing Claim Edit
We have added a new unbilled claim edit that indicates when the Bill Monthly setting in the Episode screen for CORF claims does not match the setting in the Carriers master file. The new edit displays the in the Error column of the Unbilled Claims tab as well as on the Unbilled Claims report:

When CORF claims were generated, the Bill Monthly settings did not match. Action required.
Verify the Carrier Master File and Episode Bill Monthly setting match.

To resolve this error, ensure the Enable Monthly Billing check box in the Carriers master file and the Bill by Month check box setting in the Episode screen settings are the same.