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⇆ Update Highlights |
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⇆ Patient Profile > History > Invoices Tab |
Easily and quickly assign individual invoices as having been Batched & Sent.
Keep track of invoices you have taken care of and filter out sent invoices when needed.
Invoices that have been marked sent, will display a 
in place of the print batch icon.
Hover over this icon to display the date and user that performed the status edit.
Further information on Sent invoices
1) Patient Profile > History > Invoices:
a) Invoices set to Sent will display the 
icon and be individually batched.
b) Filter the invoice results by selecting 'Hide Sent Invoices'.
c) Undo the Sent status and batch by selecting 'Reset Invoice back to Created'
d) Invoice's history will log the user, date and time of the status adjustment
e) Hovering the cursor over a Sent Invoice displays the user and date of sent status
f) Statistics now also display the amount of Sent Invoices and Total Invoices
2) Accounting > Invoice Search
Filter the invoice results by selecting 'Hide Sent Invoices'.
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Note: You can just as easily undo the status. Learn more details here. |
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⇆ Manitoba Health Billing |
Further improvements added to the Appointment Claims search.
Search your Appointment Claims by either the Earliest Tariff date or Invoice Date
Search your Appointment Claims by Tariff Number
Sort your Appointment Claims by Claim (Invoice) Date
Sort your Appointment Claims by Tariff Number
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Note: Adjust the search method in Settings > General > System > Accounting > Billing |
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⇆ Line Item Sales by Practitioner |
This report can now be filtered by one or more third-party insurance company.
Hold Ctrl while choosing more than one insurance to multi-select.
A Grand Totals row has also been added to the MS Excel output.
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⇆ Arrived Tab |
The Arrived Tab can be set to auto-refresh on each minute of the user's inactivity.
The Arrival listings are also now sorted by Arrival Time, rather than Appointment Time.
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Note: Enable this setting in Settings > General > System > Scheduling > Dashboards |
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⇆ Aged Patients |
The Aged Patients report has been restored with performance enhancements.
The Excel output provides sort-able columns and results are filterable by Date Span.
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Note: For systems with large databases, this report may take 2-5 minutes to run. |
More Release Updates | 2020-01-15
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▪ Telus eClaims: Great-West Life relabeled to Canada Life
▪ Telus eClaims: Added BPA, GMS, GroupHealth and GroupSource insurers
▪ Telus eClaims: Added Manion & Wilkons as a Primary Insurer
▪ MPI Chiro Billing: Set a default Claim Code in settings to populate on all claims
▪ Manitoba Health: Premium tariffs now auto-calculate on claims based on duration
▪ Manitoba Health: Dashboard widget now links to the Remittance by Date Report
▪ Transactions Import now treats over-payment amounts as a credit
▪ Schedule Next Appointment setting added to add or ignore product/services
▪ Schedule Next Appointment copies over the complaint, schedule type and duration
▪ Print Schedule now displays the patient's chart # rather than the appointment #
▪ Chart PDF Export now includes an option to remove the chart date from the PDF
▪ System Update: Consolidated Invoice for MPI now supports Block Fee Insurances
▪ System Update: Telus-side update fixes issues with submitting to Canada Life
▪ System Update: Block Fee Insurance now correctly adheres to start/end dates
▪ System Update: Batched Invoices no longer display 'Add a Payor' text
▪ System Update: Internal messages notifications clear after being opened
▪ System Update: Receivables now display all results when filtered by patient
▪ System Update: Disabled inaccessible/expired modules in all systems
▪ System Update: Editing Recurring Appointments no longer removes product/service
▪ System Update: Massage Therapy 2 chart 'Seated' checkbox revised
▪ System Update: Day End report's Open Appointments list includes deleted patients
▪ System Update: OCF-18 Part 4 checkbox corrected in PDF output
▪ System Update: OCF-18 tab revised to display/hide applicable fields
▪ System Update: Product & Service Margin % calculations adjusted
▪ System Update: All Cancelled Appointments link to their Cancellation notes
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