New Products & Features

AdvancedPatient (PM)
We have enhanced the Patient Forms to Add with Appointment feature with the ability to automatically add or remove patient forms from existing appointments with a future date based on appointment type. When you assign or remove a form from an appointment type in the Appointment Type Setup master file, you can use the new Apply to Existing Appointments of This Type option to also apply your change to existing future appointments.

Institutional Billing (PM)
We have added a new Health Information option, Present on Admission (POA), in institutional claims to allow you to indicate if a condition is present at the time a patient is admitted.

Paper Claims Processing (PM)
We have added a new paper claim form, Standard UB-04 Red, to the list of Primary Form options in the Carriers EDI/Other screen, and the Paper Claim Templates grid in the Demand Claim screen.

iPad Update (Mobile)
Hide Block/Hold Events on Schedule
We have added a new setting, Hide Schedule Block/Hold Time, that allows you to hide Block/Hold events on the iPad® mobile app Schedule. If an appointment is scheduled over a hold event, the appointment will display regardless of the setting.

Document Scanning Module (PM/EHR)
The Document Scanning Module allows you to easily scan and import documents and files, such as photos, insurance cards, consent forms and other images, and upload them to the PM or EHR. Files can be associated with patients, categorized and assigned to a specific visit, provider, facility, referring provider, as well as a date of service. These files are accessible from the Chart Files tab in Patient Demographics and General Files screen in the PM, and in the designated folders in the patient’s chart in the EHR.

eRemittance Rules Master File (PM)
We are excited to announce a new ERA Rules master file where you can customize certain eRemittance system rules. By customizing system rules that manage eRemittance processing, you can force claims denials to bypass the system rules and be automatically marked ‘OK’ to Process.

Systems Defaults (PM)
We have added a new system default, Audit History will be archived at, to the Reports section. The system default indicates how many years of audit history will be kept before the audit data is archived.

EPCS New Schedule Check (EHR/PMeRx)
We have added an additional check for Electronic Prescribing for Controlled Substances (EPCS). If you have the EPCS feature, you are required to send prescriptions for controlled substances using the most restrictive drug schedule. The DEA and a state can assign different drug schedules for the same controlled substance.

Scanning Documents (EHR)
We have updated the scanning functionality in EHR to allow you to scan documents when using the EHR in Chrome or Firefox.

AdvancedInsight (PM)
You can now select Payment Reason and Denial Codes and associated data to add to your AdvancedInsight™ custom reports.

AdvancedInsight (PM)
We have also added Tax ID fields that can be included in your reports. These new fields contain the Federal ID from the master file and are in the Provider field set:
• Billing Provider Tax ID
• Group Tax ID
• Provider Profile Tax ID

AdvancedInsight (PM)
We have renamed the A/R Buckets section of the dashboard Current Aging Buckets to reflect that the values displayed in this chart are only calculated from today, using today’s current balance (Insurance Balance + Patient Balance) back to the aging date.