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⇆ Update Highlights |
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⇆ Shared Charting between Practitioners |
Select from the last five charts of The Copy from Last Chart function.
Added setting in the Practitioner Access tab to copy from their recent charts
The last five created charts for that patient and template can be copied from
View your own last five charts to copy from while charting
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Note: User Type permissions are required to edit Practitioner Access. |
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⇆ Fill out Forms on the Patient Portal |
Fillable-PDF forms can now be shared to the portal for patient completion.
In the Patient Profile > Forms tab, enable the Share with Portal checkbox Patients can then complete their administered forms on the Patient Portal Forms are saved as PDFs in the Patient Profile > Documents tab
Settings > Forms and Patient Profile > Forms Tab are now sorted alphabetically
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Note: Only PDF-Fillable forms are available to share to the portal |
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⇆ Patient Assessments Report |
Additional tab added to the report displays all assessed patients in the date range.
Total Follow-ups (per practitioner) now only total appointment # set with them Added 'All Patients' tab to lists all patients with Assessments within the date range Added 'Assessment Date' column that displays Assessments within the date range
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Note: While the Practitioner tab's follow-ups are based on the patient having scheduled an appointment with that practitioner specifically, the general 'All Patients' tab displays the total number of follow-ups scheduled. |
More Release Updates | 2021-06-03
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▪ Staff COVID Survey: Fill the survey from the practitioner's menu on the schedule
▪ Schedule: Practitioner's Profile menu link added to the schedule
▪ Telus Insurer: Added UV Insurance for Telus eClaims billing
▪ Telus Insurer: Updated Cowan Insurance for Telus eClaims billing
▪ HCAI: Treatment Plans now includes an 'Appointments Already Provided' field
▪ HCAI: Treatment Plans PDF generation pre-selects the HCAI-enabled Insurance
▪ HCAI: Successfully submitted invoices will auto-set the batch as 'Sent'
▪ Portal: Appointment Booking skips selection when unnecessary
▪ Portal: Appointment Booking message displays only when text is entered
▪ Portal: 'Book an Appointment' link on mobile floats at the edge of the screen
▪ Portal: Schedule 'Continue' link on mobile floats at the edge of the screen
▪ Portal: Added the Day of the Week to the Schedule Columns
▪ Portal: Medical History link auto-expands section for ease-of-use
▪ MBHealth: Clone Claim function now copies over quantities and clinic
▪ Employee Sales Statistics: now includes the Practitioner's Employee #
▪ Actual Insurance Amount: Excel report now includes appointment durations
▪ Actual Insurance Amount: Excel report now includes the Clinic #
▪ Appointment Booking: Clinic Selection drop-down is now alphabetized
▪ Portal Appointments: added a Clinic filter to the report's parameters
▪ Portal Appointments: added a Practitioner filter to the report's parameters
▪ Portal Signup: A Signup Notification Email address can now be customized
▪ Log Changes: Patient's Default Reminder is now logged in the Changes tab
▪ Log Changes: Practitioner Commissions are now logged in the Changes tab
▪ User Profiles: User Type selection is now mandatory for new user profiles
▪ Pay Invoice: Now defaults to the latest payment type used per patient
▪ Forms: Added the RWAM fillable claim form
▪ Forms: Added a Chiropractic Consent fillable-PDF form
▪ Forms: Updated the WSIB Functional Abilities form to be a fillable-PDF
▪ Custom Text Content: All setting areas are updated to the latest version
▪ System Update: Added HCAI support for billing OCF24 individually
▪ System Update: Added HCAI support for billing denied plans when necessary
▪ System Update: Profile sidebar now displays 'Default' phone instead of 'Home'
▪ System Update: MBHealth Clone Claim Tariff Type-to-Search revised
▪ System Update: Receiving Payment no longer resets Schedule navigation
▪ System Update: Invoice Search Pay invoice no longer resets to schedule
▪ System Update: Revised Billing Tab to apply applicable Discounts
▪ System Update: Receivables Pay invoice no longer resets to schedule
▪ System Update: Quick Invoice no longer resets Schedule navigation
▪ System Update: 'Limit Transactions to User' User Type setting revised
▪ System Update: Revised Aged AR Report with payor-specific totals
▪ System Update: Comprehensive Sales Report PDF format revised
▪ System Update: COVID Survey Manual Email recipient revised
▪ System Update: Appointment Booking portal messaging revised
▪ System Update: Drawing Canvas saving with charts revised
▪ System Update: Charts-to-PDF revised to avoid overlapping columns
▪ System Update: Revised Clinic and Practitioner Portal Booking Notifications
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