Summer 2020 Release

Summer 2020 Release

AdvancedCQM (PM/EHR)

CQM Reports Automatically Archived

In order to improve system performance, AdvancedCQM reports two years and older are now automatically archived. You can still access them by selecting the relevant Bundle from the Filter.

This feature will be released in stages over the next month.

Billing (PM)

Carriers Master File – Use Allowable Fee Schedule at Carrier Level

We have added a new Fee Schedule Preference so you can set up an Allowable Fee Schedule at the carrier level. This new field works similarly to the Allowable Fee Schedule field on the Financial Class master file.

This update will be released in stages over the next month.

Demographics (PM)

We have added two new demographics system defaults:

• Require Patient Email
• Require Responsible Party Email

This functionality will be released in stages over the next month.

Require Patient Email System Default

To help your practice improve email communications with patients, you can now require the patient’s email address in relevant screens using the new Require Patient Email system default.

The default setting is No.

Require Responsible Party Email System Default

To help your practice improve email communications with responsible parties, you can now require the responsible party’s email address in relevant screens using the new Require Responsible Party Email system default.

The default setting is No.

Demographics Card Framework – New Feature Coming Soon

The Demographics card framework will be released soon after our Summer 2020 release. The card framework gives you more information at your fingertips, and includes the ability to customize your view. It replaces the set of Demographics tabs with panel navigation and features cards with information from other demographics screens to better assist you in managing patient records with fewer clicks. This enhancement is our first step in bringing you the card framework you see in our EHR to the PM. The Demographics card framework will be released in stages over the next 2-3 months. Look for more information on this exciting enhancement at that time.

Invoice Billing (PM)

We are pleased to announce the following enhancements to the Invoice Billing feature:

• Centralized Screen for Entities, Billing, and Payments Tabs
• Billing Tab – Additional Columns Added to the Preview Invoices Grid, Include/Exclude Charges in New Preview Charges Grid
• Billing Tab – Preview All Open Invoices without Filtering
• Billing Tab – Generate and Select Invoices with Multiple Formats
• Billing Tab – Updated Screen Design and Improved Workflow
• Access Invoice Payment Screen from Trans Entry Tab

These enhancements will be released in stages over the next month.

Centralized Screen for Entities, Billing, and Payments Tabs

To streamline functionality, we have moved the Invoice Billing feature to one centralized screen and added three separate tabs for Entities, Billing, and Payments.

Billing Tab – Additional Columns Added to the Preview Invoices Grid, Include/Exclude Charges in New Preview Charges Grid

Additional Columns Added to the Preview Invoices Grid

We have added two columns to the Preview Invoices grid: Invoice Format and Invoice Amount.

Include/Exclude Charges in New Preview Charges Grid

You can use the new Preview Charges grid to include/exclude specific charges in an invoice.

Billing Tab – Preview All Open Invoices without Filtering

Now, when you click the Preview button (with no filters entered) all open invoices display. Prior to this enhancement, you were required to enter a filter before you clicked the Preview button.

Billing Tab – Generate and Select Invoices with Multiple Formats

Now, when you create two or more invoices with different invoice formats, they display in the Generated Invoices table. Click the PDF icon to view the invoice.

Billing Tab – Updated Screen Design and Improved Workflow

We have repositioned the Preview Invoices table and the Message field for improved workflow.

Access Invoice Payment Tab from Trans Entry Tab

The Payment button in the Trans Entry tab now opens to the Invoice Payments tab, when you have an invoice patient selected.

Additionally, you can now double-click the Entity name in the Invoice Payments grid, to quickly jump to the Entities tab.

Online Intake (PM)

Part of the AdvancedPatient Pro Suite

As part of the Online Intake release, the following functionality will be released in stages over the next month:

• Messaging History – Additional Online Intake Notification message sub-statuses
• Submitter Details screen – How Did You Hear About Us field
• Patient Information screen – Additional default value for Provider Profile field

Messaging History – Additional Online Intake Notification Message Sub-statuses

We have added additional sub-statuses for the Online Intake Notification Message Category for auditing and tracking in the Messaging History screen:

• Accepted – Patient has been accepted and sent a confirmation email.
• Accepted with OLS Link – Patient has been accepted and sent a confirmation email with the online scheduling link.
• Received – Patient’s online intake submission has been received and is under review.
• Declined – Patient’s online intake submission has been declined.

Submitter Details Screen – How Did You Hear About Us Field

Patients can now enter information in the new How did you hear about us field. This field will help with marketing and outreach strategies to gain new patients.

Patient Information Screen – Additional Default Value for Provider Profile Field

To streamline Online Intake workflow, we have enhanced the default functionality for the Provider Profile field on the Patient Information screen.

Now, if the patient leaves the Preferred Provider field blank and your Provider Profile system default is blank, then the Provider Profile field on the Patient Information screen defaults to the first value indicated in the Preferred Provider drop-down in online intake patient workflow.

Online Scheduling (PM)

Part of the AdvancedPatient Pro Suite

As part of the Online Scheduling release, the following functionality will be released in stages over the next month:

• Messaging History – Additional Online Scheduling Appointment message substatuses
• Online Intake/Scheduling Worklist: Scheduling tab – Additional options in Filter By section
• Updated Submitter Details screen
  • Added Preferred Language field
  • Added How Did You Hear About Us field

Messaging History – Additional Online Scheduling Appointment Message Sub-statuses

We have added additional sub-statuses for the Online Scheduling Appointment Message Category for auditing and tracking in the Messaging History screen:

• Confirmation – Office has confirmed the patient’s appointment.
• Delete – Office has deleted the patient’s appointment from the Scheduling tab in the Scheduling Worklist.
• Telemed Confirmation – Office has confirmed the patient’s telemedicine appointment.
• Merge Patient Decline – Office has declined the patient’s appointment from the Matching Patient Records screen.

Online Intake/Scheduling Worklist: Scheduling Tab – Filter By Section

You can now filter the Scheduling grid in the Scheduling tab with the following additional filters:

• Provider
• Facility
• Insurance

Submitter Details Screen – Updated Preferred Language Field, How Did You Hear About Us Field

We have made the following changes to the Submitter Details screen:

• Updated Preferred Language Field
• Added How Did You Hear About Us Field

Preferred Language Field

Patients can now select their preferred language from the new Preferred Language dropdown when completing Online Scheduling.

The default value for the Preferred Language drop-down is determined as follows:

• Existing patients – The preferred language indicated in Patient Information | Preferred Language.
• New patients – The preferred language indicated in Utilities | System Defaults | Demographics | Patient.

How Did You Hear About Us Field

Patients can now enter information in the new How did you hear about us field. This field will help with marketing and outreach strategies to gain new patients.

Payment Entry (PM)

Quick Payment Entry Center – New Feature

We have updated the look and feel of payment screens and streamlined payment entry functionality by combining three payment screens: Patient, Insurance, and Responsible Party, into one centralized Quick Payment Entry center with three tabs.

The following access points will now route you to the Quick Payment Entry center with the appropriate tab selected for your payment process:

• Billing | Quick Pay
• Trans Entry | Payments
• Responsible Party | Payments

In addition, the new Collect Copayment screen in Scheduler uses the same new design, providing one cohesive payment entry feature.

The new payment entry tabs use the same payment posting workflow, with the following enhancements:

• Enter Additional Patient Payments in Scheduler.
• Unapplied Payments Automatically Display.
• Indicator Icon Displays Insurance Coverage Type.
• Use Settings Icon to Show/Hide Columns.
• Use Action Items Icon for Voids, Debit Adjustments, and Unapplying Payments.
• Patient Search Results Display in Condensed View.
• EOB Pane – Set up EOB on Insurance Tab, Search for Entered EOBs.
• Single-line Payment Transaction Grid, Moved Financial Class Field.
• Added Payment Reason Code Field, Streamlined Payment Reasons Screen.
• Improved Access to Repost, Insurance, and Reversals Functionality.
  • The Repost payment source option is now a check box.
  • The Insurance information button is now accessible on the Insurance payments tab.
  • The Reversals dialog screen is now accessible on the Insurance payments tab.
• CBO – View Office Key Detail in Patient Search and EOB Pane.
  • CBO patient searches now includes sub-office key information.
  • CBO EOB pane now includes an Office Key field.

These enhancements will be released in stages over the next month. The new Payment Entry and Collect Copayment screens are not available to clients who use OpenEdge® for credit card processing at this time.

Enter Additional Patient Payments in Scheduler

You can now enter additional patient payments from the Scheduler. After you have collected a patient copayment, the Collect Copay option changes to an Additional Payments option on the appointment card.

Unapplied Payments Automatically Display

Now, unapplied payments automatically display when a patient has any unapplied payments.

Indicator Icon Displays Insurance Coverage Type

We have added an insurance coverage type indicator icon in the Carrier field to indicate what type of insurance coverage is associated with the patient visit.

Coverage types indicators include the following:

• 1 – Primary
• 2 – Secondary
• 3 – Tertiary
• W – Workers Comp
• A – Auto
• D – DME

Use Settings Icon to Show/Hide Columns

Click the new Settings icon to show/hide write-off and risk columns on the transaction grid.

Use Action Items Icon for Voids, Debit Adjustments, and Unapplying Payments

Click the new Action Items icon to perform the following actions, based on line item type:

• Charges: Void a Charge, Add a Debit Adjustment
• Payments: Void Payment, Unapply a Payment
• Write-offs: Void Write-off

Patient Search Results Display in Condensed View

Now, when you search for a patient and more than five options are returned, results display in a condensed view. Hover over a patient name to expand the view and see additional patient information.

EOB Pane – Set up EOB on Insurance Tab, Search for Entered EOB

You can now set up an EOB on the Insurance tab in the EOB pane. Additionally, you can search for an EOB in the Check # field for research or to continue working an unfinished EOB.

Single-line Payment Transaction Grid, Moved Financial Class Field

To improve workflow, we have updated the Payment Transaction grid from two lines of detail to a single line. We have also moved the Financial Class field to the transaction line.

Added Payment Reason Code Field, Streamlined Payment Reasons Screen

We have added the Payment Reason field to the transaction grid line.

Prior to this update, the reason code was entered in the Payment Amount field.

Additionally, we have streamlined the Payment Reasons screen with the following updates:

• The Other Total field has been renamed Write-off Total.
• The number of units is now set to ‘1’ and the Units field has been removed because it is not needed.
• The Patient, Visit, Procedure, Charge, Allowed, and Payment fields have been removed from the Payment Reasons screen because these fields are now visible and highlighted on the payment entry screen.

Improved Access to Repost, Insurance, and Reversals Functionality

• The Repost payment source option is now a check box.
• The Insurance information button is now accessible on the Insurance payments tab.
• The Reversals dialog screen is now accessible on the Insurance payments tab.

CBO – View Office Key Detail in Patient Search and EOB Pane

CBO Patient Searches Include Sub–office Key Information

Patient search results in CBO master keys now return patient’s sub-office key information.

CBO EOB Pane Includes New Office Key Field

The EOB pane for CBO master keys now includes an Office Key field that displays the patient’s sub-office key after a payment is posted.

Payment Reconciliation – New Feature (PM)

Use the new Payment Reconciliation center to match insurance deposits from your bank statement to ERAs received. This informs payment posters viewing the eRemittance Review screen which payments have been reconciled and are ready to post.

This feature will be released in stages over the next month.

Setup

Your role must have the Payment Reconciliation privilege to access the Payment Reconciliation center.

1. Select the Role Name that should have the privilege.
2. Select Financials | Payment Reconciliation.
3. Click Save.

Reconcile Payments

1. 1. 1. 1. Click to import a bank statement.
         2. Select the file on your computer and click Open.
            

            Notes:

            • Bank statements must be in .OFX or .QFX format.
            • When you upload bank statements, only Direct Deposit and Credit Transaction Types are pulled into the Payment Reconciliation center.
            • If a bank deposit has the same check number, amount, and deposit date as another bank deposit, the system will consider it a duplicate, and the deposit will not display on the Payment Reconciliation screen.

         3. If needed, change the date range (defaults to the last two weeks) or Filter Search Results. Click Refresh to see updated results.
            

            Note: A maximum of the 500 most recent deposits or ERA records are loaded in the Bank Deposits or ERAs grid at a time. The filter only searches these loaded results. Reconcile or ignore records, then refresh to see more. Or narrow the date range to limit the results.

            Deposits and ERAs will match automatically where possible based on similar check numbers, check amounts, deposit dates, and deposit amounts. These display in the Review Bin with the Auto-matched icon.

         4. Select the bank deposit and the matching ERAs.
            Use the Unreconciled Amount and Selected ERAs Total to balance the amount of the bank deposit and the amount of all ERAs selected in the Bank Deposits and ERAs grid.

            Notes:

            • The Selected ERAs Total displays the combined amount of all ERAs selected in the ERAs grid.
            • The Unreconciled Amount calculates the Selected ERAs Total minus the selected bank deposit amount.

         5. Click Match Selected to move the selected bank deposit and ERAs into the Review Bin to await approval.
            Note: If the check number cannot be parsed from a bank deposit’s memo field, the
            Check # field will include the entire memo, but it will be truncated to 1,024 characters.
         6. To reconcile a bank deposit with a paper EOB rather than an ERA, click the ellipsis next to a deposit item and select Reconcile | with a Paper EOB. You can also choose to Reconcile | without a Match.
         7. To reconcile an ERA with a paper check rather than a digital bank deposit record, click the ellipsis next to an ERA item and select Reconcile | with a Paper Check. You can also choose to Reconcile | without a Match.
         8. Click the ellipsis next to one or more items (or click the ellipsis next to the column header if you have selected  multiple items) in the Bank Deposits or ERAs grid to apply the following actions:
            • • • Ignore items you no longer want to see in the Bank Deposits or ERAs grid As a Duplicate or As Not Applicable. Items are moved to the Review Bin.
                • Hold items in the Bank Deposits or ERAs grid if you’re:
                  • Waiting for ERA (Bank Deposits only)
                  • Waiting for Deposit (ERAs only)
                  • Other Reason

                  Held items display a Hold icon.

                • Remove Hold placed on an item in the Bank Deposits or ERAs grid.
                  

                  Note: Held items cannot be multi-selected. You can only remove a hold on one item at a time.

                • Add a Note to items. View any available notes on an item by clicking the corresponding Note icon.
                  

                  Note: When you click the ellipsis next to a single bank deposit, this
                  menu also displays the bank deposit File Name, the User who
                  uploaded it, and the upload Date.

         9. Click the Expand icon in the Review Bin to review the details of bank deposits that are matched to multiple ERAs.
         10. If any items were matched incorrectly, select them in the Review Bin. The Match Selected button changes to Unmatch Selected. Click the button to move selected items back to the Bank Deposits and ERAs grids.
         11. When ready, click Approve to reconcile all items in the Review Bin.

Access Payment Reconciliation Report from Module

Use the Payment Reconciliation report as needed to reconcile deposit slips from electronic payments to your bank statements.

Click Reconciliation Report to open and view the Payment Reconciliation report.

CBO – Sub-office Key Drop-down

From the CBO Sub-office Key drop-down list, select the office key you want to reconcile payments for.

Referring Provider Master File (PM)

Require Referring Provider NPI # System Default

To prevent claim rejections, you can now set the NPI field to be required in the Referring Provider master file using the new Require Referring Provider NPI # system default.
The default setting is No.
This functionality will be released in stages over the next month.

Report Center – New Reports (PM)

The following reports will be released in stages over the next month:

Inbound Referral Audit Report

Use the Inbound Referral Audit report as needed to identify which appointments do not have authorization numbers listed, and view the last date and time the inbound referral record was updated. This report helps you confirm visits are authorized prior to appointments. You can filter this report by appointment date range and data associated with the referral.

Invoice Entity A/R Detail Report

This report is part of the Invoice Billing module. To purchase this add-on module, contact Client Support Services.

Use the Invoice Entity A/R Detail report as needed to generate and review a detailed list of invoice balances for patients and their associated entity (person, business, group). This report works with the Invoice Billing module to simplify the invoicing process for thirdparty entities. You can view what percent of the total balance falls in each A/R aging bucket, and you can filter the report by invoice entity range, charge date range, and select which aging buckets to include.

Note: This report does not display unapplied amounts.

Invoice Entity A/R Summary Report

This report is part of the Invoice Billing module. To purchase this add-on module, contact Client Support Services.

Use the Invoice Entity A/R Summary report as needed to generate and review a summary of invoice balances for an entity (person, business, group). This report works with the Invoice Billing module to simplify the invoicing process for third-party entities. You can view what percent of the total balance falls in each A/R aging bucket, and can select to sort the report by descending balances. You can filter the report by invoice entity range, charge date range, and select which aging buckets to include. This report displays entity information, as well as invoice balances and totals for entities.

Note: This report does not display unapplied amounts.

Rooming User Productivity Report

Use the Rooming User Productivity report as needed to monitor the users that room your patients to help improve workflow within your practice. You can filter the report by data associated with the appointment and by user, and rooming status. You can also select various sorting categories to help you focus on specific data.

Telemedicine (PM/EHR)

We are happy to announce the following enhancements to Telemedicine:

• Set Payment Required Options for Telemedicine Visits
• Reduced Telemedicine Screen Loading Time

These enhancements will be released in stages over the next month.

Set Payment Required Options for Telemedicine Visits

To make it easier to manage telemedicine visit payment requirements, we have added the following Use Payment settings to the Telemedicine Settings screen.

• No Payment Required
• Charge Flat Rate
• Flat Rate (amount)
• Primary Insurance Copay
  • The copay amount charged is determined by the value indicated in the Copay field of the carrier listed first in the Insurance Order on Patient Demographics | Insurance tab.
  • If the copay amount is $0.00 or a percentage, the flat rate amount is charged.

Settings for practices using Telemedicine have been updated as follows based on your Use Payment check box setting prior to this enhancement:

• If the Use Payment check box was not selected, the No Payment Required radio button has been selected on the Telemedicine Settings screen.
• If the Use Payment check box was selected, and the Telemedicine Default Charge Amount system default had a value set, the Charge Flat Rate radio button is now selected on the Telemedicine Settings screen and the Flat Rate field has been updated accordingly.

As part of this enhancement, we have removed the Telemedicine Default Charge Amount system default, because it is no longer needed.

Reduced Telemedicine Screen Loading Time

To reduce screen loading time, the auto-refresh screen functionality is now disabled when there are ten or more providers listed in the Telemedicine dashboard All Providers list.

When auto-refresh is disabled, click the Refresh icon to manually refresh the screen.

Dashboard (EHR)

Inbound CIE Donut

The new EHR dashboard donut filter displays how many Clinical Information Exchange (CIE) records you’ve received, and how many were automatically matched to patients with upcoming appointments. Clicking a record in this table gives you quick access to the Inbound CIE module where you can reconcile it with a patient’s chart. Once the record is reconciled, it
is removed from the table and donut filter. You can also delete entries directly from this table, if needed. By default, the filter is set to show CIE records from the last two weeks, but you can change it by clicking the Filter icon.

This feature will be released in stages over the next month.

Patient Chart Timeline View – New Feature (EHR)

Timeline view is a new chart view option in the left pane where you can easily see information about the chart items and charge slips linked to an appointment, and access additional chart item tools.

This functionality will be released in stages over the next month.

Click the Expand Timeline icon in the left pane to open Timeline view. Click the icon again to collapse the left pane.

In Timeline view you can see information about items linked to an appointment, such as:

• Which chart items are attached to the appointment.
• The priority or hold status of items.
• Messages with action items that are not complete.
• If a charge slip has been saved or signed for the appointment.
• If chart items are signed or unsigned.
• If there is an attached message or annotation.

In Timeline view you can also do the following:

• Filter by date, provider, and no-show/cancellation.
• Drag a chart item to link to another item or unlink it, on the same or different day.
  Any items attached to the chart item you are moving will remain attached and move
  with the chart item.
• Select to view the timeline two ways:
  • Collapsed – Attached chart items are displayed on a single line.
  • Expanded – Attached chart items are displayed on individual lines and display additional information.
• View the number of a chart item type attached to an appointment, indicated by the badge on the chart item icon. For example, the icon and badge indicate there are two documents attached to the appointment.
  Click the icon to display the attached items on individual lines with additional details.
• View out of range results, indicated on the result with a red outline. The red outline will also display on a lab order when an out of range result is linked to the order.

Timeline view includes chart tools for appointments and chart items that were available in the classic chart right-click menu, such as:

• Add Linked chart item
• Update Medication (only available on prescriptions)
  • Mark Historic
  • Mark Current
  • Renew w/Edit
  • Quick Renew
  • Discontinue
  • Allergic
  • Intolerant
  • Ineffective
  • View Medication History
• Remove Link
• Mark Reviewed
• Sign
• Print Preview
• Print/eSend (only available on prescriptions)
• Toggle Hold
• Toggle Priority
• Annotate
• Send Message

The above tools function the same way as in the classic chart except the following options under Update Medication, which have been updated to save time:

• Allergic – Marks the drug as discontinued with a reason of Allergic, and adds the drug to the patient’s allergy list.
• Intolerant – Marks the drug as discontinued with a reason of Intolerant.
• Ineffective – Marks the drug as discontinued with a reason of Ineffective.

Timeline Icons

We have added new Timeline view icons.

• View the timeline in collapsed mode. Attached chart items are combined on a single line.
• View the timeline in expanded mode. Attached chart items are moved to individual lines and additional information is displayed.
• The appointment has a saved charge slip. Click to open the appointment/charge slip.
• The appointment has a signed charge slip. Click to open the appointment/charge slip.
• Drag a chart item to link or unlink it to another item, on the same or different day.
• Click to display chart tools.
  The ellipsis displays on appointments in collapsed view, and on appointments and chart items in expanded view.

Attached Item Icons

The types of items attached to the appointment are indicated by icons. Click an icon to open the chart item. As part of Timeline view, we have added the following icon:

• No attached items. Click to open the appointment/charge slip.

Item Details

Hover over an icon to view details about the chart item.

Additional details are shown on the chart item icons.
– A badge displays when more than one of the same chart item type is attached to an appointment.

Signed – A thick border and color background indicates unsigned chart items.
– In expanded view unsigned items display additional information with a blue background.

Unsigned – A thin border and gray background indicates signed chart items.
– In expanded view signed items display additional information with a gray background.

Out of Range Result – A red outline indicates out of range on a result.
– The red outline also displays on a lab order when an out of range result is linked to the order.

Icons on Attached Items

We have added new icons on attached chart items to indicate:

• The appointment or chart item has an annotation.
• The appointment or chart item has an attached message.
• The message has an action item that is not complete. (Only available on messages.)

View the Timeline Two Ways

You can view the timeline in two ways depending on the amount of information you want to see.

• Collapsed – Attached chart items are displayed with chart item icons on a single line.
  Click the chart item icon to display all attached items with additional details.
• Expanded – Attached chart items are displayed with chart item icons on individual lines and display additional information.
  To return chart item icons to a single line, click the collapse icon.

Drag a Chart Item to Link or Unlink It

Use the grip to drag a chart item to unlink it or link to an item on the same or different day.

Any items attached to the chart item you are moving will remain attached and move with the chart item.

Template Library (EHR)

We have added the following note and patient form templates to the Internal Medicine specialty folder in the Template Library.

• Visit – Male Well – Established
  This template has fields to assess a well visit on an established male patient. If the patient form Visit – Male Well Hx – Established was filled out before the visit and saved to the patient’s chart, the template will auto-fill with their responses. This form allows the patient to document any changes to their medical, social, or family histories
  since their initial visit. The exam fields will auto-fill from the template Visit – Male Well – New, if they were documented during the patient’s initial visit.
• Visit – GERD – New
  This template has fields to assess a patient’s GERD symptoms during their initial visit. If the patient form Visit – GERD Hx – New was filled out before the visit and saved to the patient’s chart, the template will auto-fill with their responses. All exam fields are defaulted to ‘normal’ to allow charting by exception.
  This template also has fields for selecting charges for point-of-care tests and the E&M service code. When selected, charges are populated to the PM charge slip or EHR prefilled charge slip.
• Visit – GERD – Established
  This template has fields to assess a patient’s changes since their prior visit. If the patient form Visit – GERD Hx – Established was filled out before the visit and saved to the patient’s chart, the template will auto-fill with their responses. By default, the exam fields are designed to auto-fill with the documentation from the initial exam
  template fields.
  This template also has fields for selecting charges for point-of-care tests and the E&M service code. When selected, charges are populated to the PM charge slip or EHR prefilled charge slip.
• Visit – Anticoagulant – Established
  This template has fields to assess a patient’s medication compliance and symptoms since their previous visit. If the patient form Visit – Anticoagulant Hx – Established was filled out before the visit and saved to the patient’s chart, the template will auto-fill with their responses. By default, the exam fields are designed to auto-fill with the documentation from previous exam template fields.
  There are additional word merge documents that can be printed out and given to the patient to document: Daily INR Schedule, Medication Plan, Weekly Medication Record, and patient education about Warfarin.

Patient Forms

• Visit – Male Well Hx – Established
  This template has fields for a patient to document any medical, hospital, social, or health screening changes since their previous visit.
• Visit – GERD – New
  This template has fields for a patient to document their GERD symptoms. It also includes fields for documenting their medical, surgical, and family histories.
• Visit – GERD – Established
  This template has fields for a patient to document their GERD symptoms since their last visit. It also includes fields for updating their medical, surgical, and family histories.
• Visit – Anticoagulant – Established
  This template has fields for a patient with an anticoagulant visit to document their symptoms and update their medical, surgical, family, allergies, and medication histories.

Administrator App – New Feature Coming Soon (Mobile)

Our administrator app will be released soon after our Summer 2020 release. This app allows administrators to manage users and view system notifications at home, the hospital, or a secondary office location on a mobile device. The app works on both iOS® and Android® devices and is designed for mobility. This administrator app will be released in stages over the next six weeks. Look for more information on this exciting enhancement at that time.

Video Training Library (PM/EHR/Mobile)

The following videos have been added to the Video Training Library:

• Payment Reconciliation
  Payment reconciliation greatly improves accuracy when posting ERAs by allowing your office to reconcile them to their corresponding bank deposits prior to posting. In this video we go over how to upload Bank Deposits and reconcile them to ERAs.
• Quick Payment Entry
  We have worked to streamline payment functionality and have combined three payment types, Patient, Insurance, and Responsible Party into one Payment Entry Screen. Additionally, we have enhanced the EOB feature in the Insurance payment tab by storing the data permanently in case a user needs to log out. In this session we walk through entering an Insurance, Patient, and Responsible Party payment using the Quick Pay Screen.

The following videos have been updated:

• Inbound Clinical Information Exchange
  Includes the new Inbound CIE donut in EHR.
• Invoice Billing
  Includes the new centralized screen.
• MACRA MIPS Promoting Interoperability
  Includes the 2020 requirements and Promoting Interoperability measures.
• Online Intake
  Includes the new “How did you hear about us” field.

The following videos have been updated to include the new Mobile Dashboard:

• AdvancedMD Mobile Basics
• AdvancedMD Mobile – Nurse and MA Patient Visit Workflow
• AdvancedMD Mobile – Provider Visit Workflow
• AdvancedMD Mobile – Using Patient Notes