2019 ⇆ Oct Updates B

Multiple enhancements brought to Charts:





1) Filter the Patient Profile's Charts Tab by Practitioner

2) Assign an Appointment Date while Charting or Edit the date when editing a chart

3) Charts are now sorted by their linked Appointment Date

4) Chart PDF Export includes the Appointment Date as well as the Charting Date

Quickly schedule a follow-up appointment from an existing patient's appointment.





The Appointment Booking window will have the practitioner, patient and time preset.

New function added to Edit or Remove an Away that's linked by a Date Range.
Update the individual Away's Start and/or End time using the added toggle.







Use the new Remove an Away menu to choose between available options: 

 Search your Schedule by All Practitioners or All Schedule Types.

If your search brings back extended results, they are now navigated by page.

The Schedule's date, calendar and top-menu is now locked to the header.




Navigate the Schedule's tabs or use the calendar regardless of your vertical position.
  



 More Release Updates | 2019-10-29
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▪ Invoice Change Payor: now provides a toggle to adjust the payor on the appointment
▪ Weekly Practitioner Schedule Report: Added the Practitioner Name on PDF Output
▪ Comprehensive Sales Report: Added the Practitioner Name on PDF Output
▪ Comprehensive Sales Report: Added Patient Email Address on Excel Detailed Output
▪ Comprehensive Sales Report: Added Insurance Payor on Excel Detailed Output
▪ Comprehensive Sales Report: Added Payment Type on Excel Detailed Output
▪ Appointments Import: User Interface updated to support choices added
▪ Transactions Import: User Interface updated to support choices added
▪ Intercom Integration: Internal Announcement Notifications from Juvonno
▪ System Update: Resource Schedule no longer displays duplicate resources
▪ System Update: Appointment Booking Resources Conflict check corrected
▪ System Update: Checkout total updated to reflect Receive Payment total
▪ System Update: Day End Report Total includes Open Appointments when toggled
▪ System Update: Invoice Payor link with Appointment Checkout revised
▪ System Update: Detailed Category Coverage's fields adjusted character max to 7
▪ System Update: Open Appointments Report Clinic Filter revised
▪ System Update: Charts default Complaint selection reset with multi-complaints
▪ System Update: Patient Insight's 'Total Invoiced' calculation revised
▪ System Update: Clinic Statistics Report 'Missed/Cancelled Appointments' revised
▪ System Update: Restricted editing an Invoice Payor on Batched Invoices
▪ System Update: HCAI Adjuster Reply Interval Adjusted on new DB Server
▪ System Update: Optometry Exam's Color Vision details field added to PDF Export
▪ System Update: Instant Email Reminder no longer overrides scheduled reminder