2019 ⇆ July Updates

Payable To setting added within each Patient Insurance profile and an override during the Claim Submission process itself.

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Payable to Policy Holder will submit on behalf of the patient for their reimbursement.
Payable to Provider/Provider Organization will apply payment directly to the invoice.

The latest toggle setting found in:
Settings > General > System > Schedule

Set your default preference to sort the Date by Earliest or Latest Appointment.

Default Policy Rules prompts user during appointment booking if Max Visits are met.




and keep track of a patient's remaining visits as you schedule appointments.

We've upgraded our error pages to provide better insight on the issue.
When you accidentally enter an incorrect URL, you will see this message:

And if there is any momentary disconnect with the servers:

 More Release Updates | 2019-07-16

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▪ User Types: added the toggle to grant/restrict access to adjust Claim Status

▪ Claims: Added Practitioner Profile setting to set a default Claim Type

▪ Optometry Exam 4: Additional fields and patient history integrated from Exam 2

▪ Contacts Report: All contact fields added to the Excel output

▪ Schedule Warning: displays if a practitioner break conflicts with an appointment

▪ Prescriptions: able to edit the practitioner name on Eyeglass/Contact Lens ℞

▪ System Update: Documents being renamed are now saved with an updated date

▪ System Update: Patient Portal no longer displays the main company as a clinic

▪ System Update: Busiest Times Report restored

▪ System Update: New Patient label no longer removed due to Arrived status

▪ System Update: Next Appointment icon and link trigger revised

▪ System Update: Optometry Exam 2's historical data for all fields linked correctly

▪ System Update: Optometry Exam 1 and 3 updated 'Encounter' label to 'Charts'

▪ System Update: Invoice 'Change Payor' action no longer splits invoices

▪ System Update: New Patient Report runs with multi-practitioner appointments

▪ System Update: Advanced Search Custom Field's drop-down correction

▪ System Update: Updated Saved Claims text confirmation

▪ System Update: MPI and WCB Forms no longer open with error

▪ System Update: MBHealth Tariff Quantity auto-calculating when applicable