What's new in January?

New Features/Improvements:

• ToDo blocks (off block) improvements

If a Todo is marked as 'only the creator of the block can delete it' rather than giving a generic error when another user tries to delete it, we'll now display a pop up explaining that the block is locked and list the one user who is has access to delete it.

• Schedule Alerts upon Patient Selection

New Feature that allows you to set up alerts (with rules) that will show on the scheudle when you select the patient (either by clicking on them or by searching for them). These alerts show up under the Patient Search fields in a red box

• Fax confirmation page

You can now view all faxes and print confirmation pages. Use the Reports->Workflow->Fax Logs and Confirmations report. You can select a fax confirmation line and select the printer icon on the top to print the confirmation page.

• Validation added to POS Config edit screen

When adding (or editing) a POS item, there is now a validator that will warn you when you choose an invalid CPT (or do not choose one at all).

• New XDoc Reporting Look and Feel

The XDoc reporting has been significantly improved. You can now easily create and save canned reports that can be used over and over instead of having to select columns each time. You can share these reports with other users in your practice.

Updates:

• Billing Stats update

There is now a clickable link in the Reports->Billing Analytics->Billing Stats when running by referring provider for the "empty" row (i.e no claim/patient level referring physician)

• Patient List Update

Reports->Patients->Patient List searches for active patients (non-discharged) by default. New drop down at the bottom will allow you to select discharged or all instead.

• Patient Portal Document Selection Update

If you have configured Config>Practice>Patient Portal Templates with only one document, when the patient opens the portal and selects "Fill out a new Document", the available form is auto selected/opened.

• POS Config Add Update

The Add screen now allows you to click Save and Add Another to add multiple new items without needing to save and open the Add window each time.

• Update to Posture Co upload matching

If the only matching patient account is discharged, we will upload the files to that account. If there are two matching patient accounts, and one is discharged, we will match on the non-discharged account. Multiple non-discharged matching accounts will open a task as usual.

• Selection Rule Referral/Auth Update

Updated the referral/auth rules for selection alerts. If a referral/auth is marked as complete on the patients Referral tab, that referral/auth will not trigger any alert.

• Updated Default portal link

Updated the system to default the patient portal link to the newer version for all practices not participating in MIPS

• Kiosk Backend update

Updated how the kiosk clears out older barcode entries. Should reduce issues checking in/bringing up correct patients on kiosks.

• Schedule Office View Update

Offices are no longer limited to 10 offices only in the drop down at the top left of the schedule (for those users that have access to more than 10 accounts). There is also an added optional person setting (ui.schedule.office_only_view) that will hide all options to see individual practitioner's schedules in the drop down. The only options in the drop down will be the views configured under Config>Practice>Schedule Config>Office Tab.

• xDoc Signature field update

The signature pad in xDoc templates has been updated to a new version

New POS config updates

The POS Configuration now displays an error message if required fields are missing.

• Expired Validation removed

Functional G Codes are no longer required as of 1/1/2019. The validation that would stop claims and send them to the provider workbench if a functional g-code was not added, has been removed.

• Removed ability to hit OK multiple times

When selecting Finish Later, and choosing the 'Other' option and inputting a reason, the OK button was able to be pressed multiple times. This ability has been removed as only one press is needed.

Bug fixes

• Action Log update for timezone issues

Reports->Scheduling->Action Logs optimization for users in different timezones

Kiosk timeout will hit enter. The timeout on the kiosk inputs a carriage return (enter key) before clearing the code rather than just clearing the code.

• POS config page UI Fix

Fixed the POS Configuration page user interface issues.

• Docs tab fix

Fixed loading issues with the Docs tab. Should load quickly now.

• SOAP Note pulling across specialties

Update was made to fix the pulling and saving of buttons across specialties on the initial note on the second specialty.

• Bug Fix: More>Docs

Fixed a bug that caused an error when opening a document from More>Docs a second time.

• POS sale screen practitioner list

The POS sale screen will now only list the practitioners that are set up in the same practice as the patient account. If a user has access to mulitple practice accounts, the system was previously allowing you to select a practitioner that belonged to a different practice than the patient.

• Secondary End Date Saving

The system will save the date put in the end date field on the Secondary tab when you enter a date and click save on the account.