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⇆ Update Highlights |
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⇆ Print Batching |
Take complete control over which invoices to include in an invoice batch.
Filter a patient's batch by active treatment plan (when applicable).
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⇆ Invoice Search |
Filter results by the added status to see all but voided invoices.
Export your search results direct to Excel to easily sort and calculate totals.
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Note: The Export will also include the appointment's assigned practitioner. |
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⇆ Cancellation Follow-Up |
Create a Follow-up directly from the Cancellation window.
Learn how Follow-Up templates and categories are created here.
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⇆ Clinic Practitioners Schedule Access |
Assign which clinics a user can view when using the Clinic Practitioners dashboard.
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Note: Set a user's access prior to restricting the user to their Staff Group dashboard. |
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⇆ Chart Appointment Date |
Customize which user can access another practitioner's appointment dates in charts.
Use the Practitioner Access tab of the user's profile to provide access.
More Release Updates | 2019-11-19
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▪ Telus eClaims: Added primary insurer LiUNA Local 183
▪ Telus eClaims: Added primary insurer LiUNA Local 506
▪ Telus eClaims: Added primary insurer Canadian Construction Workers Union
▪ Telus eClaims: Added primary insurer TELUS AdjudiCare
▪ Disposal Codes: Status setting menu added to system's disposal codes
▪ Chart Sort Order: Setting added to sort patient charts by Appointment or Chart Date
▪ Chart PDF Export: Toggle Setting added to include the Appointment Date on Export
▪ Chart Builder: Default a Category's section to be open or closed when charting
▪ Chart Notes: Added ability to delete created Chart Note templates
▪ System Update: Schedule Search revised to prioritize date over practitioner
▪ System Update: Chart Note templates with SOAP notes Save and Exit fixed
▪ System Update: Chart Note templates no longer add a space prior to the content
▪ System Update: Patient-less appointments no longer hide the appointment menu
▪ System Update: Patient Drop-off Report updated to omit Follow-ups
▪ System Update: Manitoba Health's Disposal codes updated
▪ System Update: Chart's Appointment Date menu revised to filter by patient
▪ System Update: Appointment Menu > New Chart Appointment Date revised
▪ System Update: Patient Profile > History Tab inaccessible issue addressed
▪ System Update: Closing Complaints while charting now inactivates the complaint
▪ System Update: Invoice Payor for $0.00 Invoices now display correctly
▪ System Update: WCB Consolidated Invoice line items separated correctly
▪ System Update: MPI Consolidated Invoice revised to display insurer amounts
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