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⇆ Update Highlights |
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⇆ HCAI Dashboard Upgrade |
Improvements made to the HCAI Admin Dashboard with billing shortcuts.
Active Treatment plan statistics added and filterable by clinic/location
Invoice HCAI shortcut auto-batches and sends the user to the Submission Preview
Filter and view treatment plans by their 'billing' status
Invoices include direct links to their consolidated batch for review
Treatment plans include their total approved amount within their details
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Note: Learn more about the HCAI Dashboard here. |
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⇆ Auto-Save on Charting |
Any input entered while editing a chart will now trigger an autosave.
Charts that have not been manually saved will remain 'In Progress' in the Charting tab.
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Note: The autosave will not occur with the drawing canvas. |
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⇆ Patient Portal Header |
Further improvements made to ease navigation from the header menu.
Patients have easier access to update their Medical History and their Portal Profile.
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⇆ Drop-Off Report by Practitioner |
The report now provides drop-off results by practitioner when filtered by an individual.
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TIP: Utilize this additional filter to track and identify patient appointment drop-offs specific to the practitioner, rather than the clinic in general. |
More Release Updates | 2021-01-29
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▪ Copy from last Chart: Now can be used per patient 'Complaint'
▪ Appointment Charting: Now permitted on 'Open' appointments
▪ User Types: Added new entry to permit/restrict access to General Documents
▪ Custom Chart/Form Builder: Added support for french language characters
▪ TELUS eClaims: Added D.A. Townley eClaims insurer for direct billing
▪ TELUS eClaims: Added the PPE eClaims product/service (code 999001)
▪ CINUP Insurance: Fillable-PDF claim form added to library
▪ ClaimSecure Insurance: Updated claim form to a fillable-PDF
▪ JuvonnoComm: New Tag added for the Patient's first name
▪ Instant Email Reminder: Now disregards the 'Earliest time to send' setting
▪ Appointment Reminders: Profile 'default' edits will update future appointments
▪ System Update: Telus Invoices now reassign to Patient when $0 paid/max reached
▪ System Update: Telus Invoices no longer display 'PAID' when rejected
▪ System Update: Third-Party Coverage reassignments functionality revised
▪ System Update: Third-Party Coverage reassignments allows only two-way splits
▪ System Update: Commissions by Practitioner report with invoice splits revised
▪ System Update: Payments Received report 'Overages' patient/payor info added
▪ System Update: Patient Lookup 'Upcoming Date' revised to remove Follow-ups
▪ System Update: Patient Lookup View Appointments result menus revised
▪ System Update: Patient Portal Profile 'save' function reinstated
▪ System Update: Patient Portal Profile custom fields reinstated
▪ System Update: User Types 'Weekly Multiple Practitioner Schedule' report revised
▪ System Update: User Types 'Weekly Practitioner Schedule' report revised
▪ System Update: User Types 'Daily Patient Appointments' report revised
▪ System Update: New credits added no longer display as overpayments on edit
▪ System Update: Sales by Date report graph reinstated
▪ System Update: Vendor-specific pricing on Purchase orders revised
▪ System Update: Adjustments report PDF output date and time reformatted
▪ System Update: Receivables no longer time-out with larger results
▪ System Update: OCF Forms can now generate without a treatment plan
▪ System Update: Faxing non-pdf documents permitted (without cover page)
▪ System Update: Complete & Chiro invoices includes the clinic/location
▪ System Update: 'Payment Request' email token revised to permit payments
▪ System Update: Added back-end logging of HCAI preview submissions
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