New Products & Features

Mobile App Provider List View Added to Mobile Schedule We have added a Provider List View to the mobile application Schedule. Just like in PM Scheduler, this view provides a concise summary of a provider’s appointments in a list with filtering and sorting capabilities. Use the Filter to select providers and facilities to display in … Continued

We’re excited to announce our 2022 Summer Release enhancements and updates are happening in stages starting July 14-26, 2022. Learn more about: payer contractual reimbursement tracking, claim attachments, payer EDI agreement gateway, unified telehealth platform redesigned, medications workflow, EHR care team and vitals cards. Check out the 2022 Summer Release blog for all the details.

AdvancedCQM (PM/EHR) Changed Decile Range of Performance Rates in 2021 Quality Benchmarks As a result of a correction the Centers for Medicare & Medicaid Services (CMS) has made to 2021 quality benchmarks, the range of performance rates for a given decile has shifted down one decile. CMS sent a notification to stakeholders regarding the decile … Continued

Reports (PM) Master Appointment with Insurance Report – Include Unapplied Transactions In Balance Filter Based on client feedback, we have added an Include Unapplied Transactions Into Balance check box to the Master Appointment with Insurance report, to include ‘unapplied transactions’ to balance amounts. When you select the Include Unapplied Transactions Into Balance check box, the … Continued

eRx (EHR) Only Valid Units Available for Selection When Writing Prescriptions When writing prescriptions, the Units drop-down now displays only valid units, so you can’t accidentally select a unit that is not available for that drug. This is the final phase of an effort to meet new National Council for Prescription Drug Programs standards for … Continued

Reports (PM) We are happy to announce that we have added a new Reports menu item to the Help File main menu. Use the Reports menu to quickly access help files for all standard reports included in the Report Center. Template Library (EHR) Internal Medicine and Gastroenterology Templates We have added 154 templates for Internal … Continued

Blocks and Holds (PM/EHR) Based on client feedback, we are happy to announce a redesign of the Blocks and Holds functionality in the Scheduler. We have added setup fields from the Blocks/Holds system setting (master file), to the new Block and Hold setup screens, and added time saving copy/paste functionality, so you can now set … Continued

Patient Engagement (PM) Changed Outgoing Phone Number for Text Messages Due to a requirement by our service providers, we have changed the phone number that displays for patients on all automated outgoing text messages to 1-855-730-1564. This change applies to all Patient Engagement text message features, such as Appointment Reminders, Recall Reminders, and Reputation Management.

Patient Engagement (PM) Changed Outgoing Phone Number for Text Messages Due to a requirement by our service providers, we have changed the phone number that displays for patients on all automated outgoing text messages to 1-855-730-1564. This change applies to all Patient Engagement text message features, such as Appointment Reminders, Recall Reminders, and Reputation Management.

AdvancedInsight (PM) Additional Data Points in AdvancedInsight We are pleased to announce that we have added the following Data Points to AdvancedInsight: Click the AdvancedInsight icon. | Click Add report data icon. | Select Report Datasource and click Open. Appointment Data Points Note: When you include the following appointment data points* in a report and … Continued

Billing (PM) Missing Tax ID Unbilled Claim Edits We have added the following unbilled claim edits to catch visits that are missing the Taxpayer Identification Number (TIN): The Billing Provider’s TIN (Taxpayer Identification Number) is missing. The Billing Group’s TIN (Taxpayer Identification Number) is missing. Custom Claim Fields (PM) Use Include Non-Covered Claim Amount on … Continued

Charge Slips (PM) Display Preferred Phone Number in Standard Charge Slip Header The patient’s preferred phone number (found in the Patient Information screen) now displays in the header of the charge slip when you generate a charge slip. Previously, the patient’s home phone number displayed by default in the charge slip header. Patient Kiosk (PM/Mobile) … Continued