New Products & Features

Patient Matching Rules Enhancement
We have expanded and enhanced the search rules used to match patient information sent from the vendor-specific EHR to the PM database. There are now more patient information matching rules used to find patients and those rules are organized to work more efficiently so
that matches can be made by the interface more easily and quickly than previously.

An Additional Patient Search Information section has also been added with additional details on how patient matching searches are carried out by the AdvancedXchange interface. See the AdvancedXchange Error Resolution help file in PM.

Patient Viewable
We have added a Patient Viewable check box to mobile app patient notes and growth charts. This check box functions the same as it does in EHR. Select this check box to make a note or growth chart viewable in the patient portal.

Note: The Patient Viewable check box always displays in the mobile app, even if you have set the Patient Note Viewable in Patient Portal and Growth Charts Viewable in Patient Portal PM system defaults to No.

We have enhanced Patient Portal account setup with increased password validation on all pages where patients can create or reset a patient portal password. Visual indicators display on the screen when a patient enters a new password to let them know if their password meets password security requirements.

Exclude Line Item Charges on Demand Claims
We have improved the functionality of demand claims to exclude any line items with the No radio button selected in the Bill Insurance field in charge entry.

High Priority Chart Item Check Box & Icon
To assist you with tracking important items, we have added a High Priority check box to the following EHR chart items:

• l Notes
• l Prescriptions
• l Orders
• l Results
• l Documents
• l Uploads
• l Charge Slips

Note: The High Priority check box is disabled on signed chart items. When the High Priority check box is selected, a High Priority icon displays on that chart item in the following areas:

• l Review Bin Chart Sign and Orders tabs
• l Chart List

We have enhanced the Claims Center Overview tab with overall financial Totals for your CBO master key.

Customizable Tabs
We have added a new patient Status field to the Patient Details section in the EHR header.

Now, when a patient is marked Inactive, Deceased, or with a custom status, the status will display. The field does not display for active patients.

We have updated the Deceased field in the Patient Information screen to allow you to record custom statuses represening the state of a patient in your office. As part of this update, we have:

• l Updated the name of the field to Inactive/Deceased
• l Added Inactive as an option
• l Created a new Patient Status master file where you may add custom statuses

The new inactive status operates the same as the deceased status. Once a patient is marked as inactive or deceased, no new appointments can be scheduled, and no new forms for the patient can be created from the Forms tab. Users will also be prompted to delete future appointments for inactive or deceased patients.

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Patient Status
The Patient Status master file allows you to create custom patient status options to use in the Patient Status field on the Patient Information tab.

Note: The user-defined statuses you add to the master file will have no effect on appointment scheduling or forms creation.

Each EHR chart features a checkbox so you can flag high priority items in notes, prescriptions, orders, results, documents, uploads & charge slips. All flagged items appear with an alert icon in the review bin & chart list for fast & easy reference.

We have made the following improvements in the mobile app:

• l Updated workflow in lab orders and results
  • l Collapsed billing and insurance information
  • l Consolidated steps when adding and removing tests in Order Sets
  • l Updated the ICD code search to allow you to apply codes to all tests
  • l Added lab orders and results to the iPhone® mobile app
• Improved workflow efficiency in the Review Bin
  • Added Quick Review mode
  • l Added Multi-sign mode
  • l Added documents and images, and lab orders to Review Bin
• Made two updates to the mobile app Schedule
  • l Updated appointment card information
  • l Updated Schedule view selector
• Added a Patient Viewable check box in patient notes

Appointment Reminders
You can now use the Insert Merge Field drop-down to add merge fields in AdvancedPatient™ Appointment Reminder email subject lines. This allows you to insert patient-specific information, such as the patient’s provider or appointment facility, in the subject line of email appointment reminders. We have also added Provider Name to the list of available merge fields. Provider information is populated based on the provider associated with the appointment.