New Features Descriptions

Save Previous Username for Faster Sign-On
 
Application: Administrator, Business Manager, Medical Office
Area: Sign On

The system now saves your username (i.e. email address) from the last successful sign-on from your computer. This makes it faster for you to sign-on to the application because you do not need to re-enter your username every time you sign-on. Simply press the tab key, enter your password and go.

New Employers Master List
 
Application: Administrator, Business Manager, Medical Office
Area: Settings > Employers

Prior to this release, adding an employer to a patient record required re-entering the employer name and address for every patient record with the employer. Now, the system maintains a master list of employers. When you add an employer to a patient record, you can now either select a previously entered employer from a master list of employers or enter a new employer.
 
For more information on these features, refer to the help topic Setting Up the Practice > Setting Up Employers located in the Online Help and User Manual.

New Attorneys Master List
 
Application: Administrator, Business Manager, Medical Office
Area: Settings > Employers

Prior to this release, adding an attorney to a case associated with a patient record required re-entering the attorney name, law firm, address, and phone number for every patient record with the attorney. Now, the system maintains a master list of attorneys. When you add an attorney to a case associated with a patient record, you can now either select a previously entered attorney from a master list of attorneys or enter a new attorney.
 
For more information on these features, refer to the help topic Setting Up the Practice > Setting Up Attorneys located in the Online Help and User Manual.

New Workers Comp Offices Master List
 
Application: Administrator, Business Manager, Medical Office
Area: Settings > Employers

Prior to this release, adding a Workers Comp Office (e.g. Workers Comp Appeals Board) to a case associated with a patient record required re-entering the office name, address, and phone number for every patient record with the Workers' Comp Office. Now, the system maintains a master list of Workers Comp Offices. When you add a Workers Comp Office to a case associated with a patient record, you can now either select a previously entered Workers Comp Office from a master list of Workers Comp Offices or enter a new Workers Comp Office.
 
For more information on these features, refer to the help topic Setting Up the Practice > Setting Up Workers Comp Offices located in the Online Help and User Manual.

Improved Print Quality for Encounter Forms
 
Application: Medical Office
Area: Settings > Encounter Forms

The printing resolution for Encounter Forms has been increased from 200 dots per inch (DPI) to 300 dots per inch (DPI). As a result of this change, you should notice an improvement in the quality of Encounter Forms printed from the system.
 
For more information on this feature, refer to the help topic Scheduling Appointments > Printing Encounter Forms located in the Online Help and User Manual.

Order Diagnoses by Name on Encounter Forms
 
Application: Medical Office
Area: Settings > Encounter Forms

The diagnoses are now listed on the Encounter Forms alphabetically by diagnosis name.
 
For more information on this feature, refer to the help topic Scheduling Appointments > Printing Encounter Forms located in the Online Help and User Manual.

New Fields on Procedure, Diagnosis Records
 
Application: Administrator
Area: Settings > Codes

The Procedure and Diagnosis master records were changed to allow editing so that billing office users can specify a custom "Local Name" for a procedure or diagnosis, to be used instead of the official procedure or diagnosis name as provided by the AMA. If entered, the Local Name is printed on Encounter Forms and is also available when pressing the "?" key on the procedure field in the New Encounter task.

Improved Use of Patient IDs
 
Application: Business Manager, Medical Office
Area: Various

You can now use patient ID numbers in various areas of the application to quickly identify patients. First, the application toolbar provides a search box (i.e. "Type a patient to find...") which allows you to quickly open a patient record by typing the patient's unique ID number or patient name. Second, you can now directly type a patient ID number when posting a payment to a patient's account. Finally, you can now type a patient ID number directly into the patient field located on the Encounter details screen which is used to enter charges. All three of these areas now provide more convenient access to patients using the patient ID number.

Attaching Scanned Pages to Records
 
Application: Business Manager, Medical Office
Area: Documents > Process

There is a new tool that allows you to attach individual pages, or groups of pages, from a large document batch to various records in the system. Start by scanning in a large billing batch, for example, one that may be comprised of patient demographics sheets, superbills, insurance cards, and/or medical reports. Then open the document and click the new Process button. This displays a special view that allows you to sort through the pages of a large document batch and quickly attach individual pages, or groups of pages, to existing patient, encounter, appointment, payment, or provider records in the system. This was designed to eliminate the time consuming process of scanning and attaching individual pages (or small documents) one at a time. Any user taking advantage of the scanning features provided by the document management system should explore this powerful new tool.
 
For more information on these features, refer to the help topic Managing Documents > Processing Documents located in the Online Help and User Manual.

Printing Documents by Page Status
 
Application: Business Manager, Medical Office
Area: Documents > Print

You can also use the same process outlined in the preceding section to process pages of a large document batch and attach a status (i.e. Normal, Error, or Unprocessed) and a note (i.e. "Missing diagnosis codes on Superbill") to each page of the document. Once you have "processed" all pages of a document, you can use the new document printing feature to print pages by status (e.g. "only print Error pages"). This feature would allow a billing office to scan large document batches, review the batch for errors or omissions, and print out a group of pages that need to be returned to the front office for corrections.
 
For more information on these features, refer to the help topic Managing Documents > Printing a Document located in the Online Help and User Manual.

New Allowed Field For Posting Payments
 
Application: Business Manager
Area: Receive Payment

You can now enter an Allowed amount and have the system automatically calculate the amount of the adjustment when posting a payment. This should be used when a "Not Allowed" amount (i.e. the adjustment amount) is not printed by the insurance company on the Explanation of Benefits (EOBs) reports. Prior to this release, the billing office was required to manually calculate the adjustment amounts in this situation. Now, the system provides this calculation automatically.

Posting $0.00 Payments
 
Application: Business Manager
Area: Receive Payment

You can now post payments with a $0.00 amount. This feature was added to support a scenario where the billing office would like to use the Receive Payment screen to enter adjustments that correspond with transactions listed on an Explanation of Benefits (EOB) report in situations where there is no payment associated with the EOB.

Printing Workers Comp Claims
 
Application: Business Manager
Area: Claims > Print Claims

The system now provides better support for printing claims associated with Workers' Compensation cases on CMS 1500 forms. Specifically, the following changes have been introduced:

Other Software Issues Resolved