2021 ⇆ Apr Updates

Reset Appointment Statuses and Pay/Void Invoices right from the context menu.

Reset from Completed back to Arrived status

Reset from Billing Error back to Billed status

Pay the invoice(s) billed directly from the appointment

Void the invoice(s) billed directly from the appointment

Assign multiple licenses to a practitioner's profile to choose from during billing.




Enter additional licenses in the Practitioner Profile's Telus tab

Designate the Practitioner Type per license to easily identify on checkout

Select from available licenses when billing invoices to Telus

Assign a Product/Service to a Resource for scheduling through the Portal.

UI improvements and additional fields added to the Portal Profile.

Condensed the Login Details section to avoid unnecessary password resets

Moved Patient's Name and Email address into the Contact Details section

Added Patient's Date of Birth to the Contact Details section (uneditable)

Username now auto-populates the login field after a password reset is completed

Mandatory Phone fields now only require either Home, Cell or Work to be entered

 More Release Updates | 2021-05-05
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▪ Chiropractor Chart Template: New Version 3 added to the built-in library
▪ Sales by Practitioner: New 'Locum' filter added to the report's parameters
▪ Payments bv Practitioner: Detailed PDF report output added with line items
▪ Patient Lookup: 'New Payment' option can be used without an invoice (for credits)
▪ Letters: Text type editor updated to latest version with font adjustments
▪ User Types: Added option to Grant/Restrict permission to edit Payment Dates
▪ User Types: Added option to Grant/Restrict permission to access Patient Insights
▪ Daily Patient Appointments: Added Patient's email address to Excel Report
▪ Consolidated Invoice: Actual Insurance Amount now includes healthcare number
▪ Consolidated Invoice: Actual Insurance Amount now includes Complaint details
▪ Consolidated Invoice: Actual Insurance Amount Excel version option added
▪ Customize Batch: Added the Patient's name to the batch customizer
▪ Appointment Info: Added the Patient's Age to the displayed details
▪ Patient Correspondence: Added ability to delete correspondence
▪ Patient Correspondence: User Type added to permit deletion of correspondence
▪ Patient Correspondence: Added filter to view Deleted correspondence
▪ Schedule Warning: Toggle setting added for booking with a non-default practitioner
▪ Default Invoice Template: Upcoming Appointments date format updated
▪ Default Invoice Template: Upcoming Appointments display next 10 visits (max)
▪ Default Invoice Template: Upcoming Appointments resizes long Clinic names
▪ Forms: New 'AB Health CT Request' form added to library
▪ Forms: New 'AB Health Imaging Request' form added to library
▪ Forms: New 'Mayfair Requisition' form added to library
▪ Forms: New 'Canada Diagnostic Centres Requisition' form added to library
▪ System Update: MBHealth claim's Referring By field display revised
▪ System Update: Multi-Clinic Practitioners schedule booking revised
▪ System Update: Recurring Appointments now check against Stat Holidays
▪ System Update: Recurring Appointments now check against Resources
▪ System Update: Quick Patient creation Referral Type 'Existing Patient' revised
▪ System Update: Charting Autosave 'Failed' message prompt revised
▪ System Update: Credit balances revised to avoid miscalculations
▪ System Update: Purchase Orders discounts now display on the invoice
▪ System Update: Purchase Orders can now have items cleared/removed
▪ System Update: Purchase Orders search by Vendor # revised
▪ System Update: Purchase Orders search by Vendor (Type-to-Search) revised
▪ System Update: Purchase Orders 'Print' a PO error fixed
▪ System Update: Purchase Orders 'Email Order' option revised
▪ System Update: Purchase Orders Company Logo size revised