639
Released on 2024-04-15
About This Release
Release 3.0.0.639
Due to the core nature of recent modifications, if you coming from a version prior to 560, this update must be installed by one of our support representatives and can take a substantial amount of time. Please contact us at [email protected] or via phone at (877) 510-7473.
Please also note that this specific upgrade will take longer than normal and requires substantial hard drive space (temporarily).If you have limted hard drive storage space and are concerned that this will be problematic, please reach out to our dupport department for confirmation prior to any upgrade attempts.
Thank you.
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General & Setup
Client Listing:
The loading speed of the Client Listing, especially for clinics with a large number of clients, has been increased.
General & Setup
Pending Forms function:
Description, Category & Assigned To have been added as new fields in the Pending Forms listing. This information can be edited using the Edit 
icon and the documents can be viewed using the View 
icon. The Import 
icon has been changed to
When importing forms you can now select which Incident that the document should be attached do. Both active and discharged incidents are listed.
General & Setup
Pending Tasks function:
Located in the side-bar, there is a new function called Pending Tasks. Any unsigned Daily Notes or Documents for the Provider associated with this login will be listed here. These documents can be signed directly from this listing by clicking on the actual note or document and signing it, as usual.
In addition, any incoming Pending Forms that have been assigned to this User will also be listed here and can be Viewed 
or Imported 
in the same manner as in the Pending Forms listing.
General & Setup
Outgoing Email server settings:
If the Email account settings are blank under Settings, Customize Email Appointment..., in the Email Account Setting tab, then our default email server settings will be used. There is no additional charge for this.
General & Setup
Copay/Deductible info:
A recent bug in which the Copay/Deductible information was not being shown in the Client Header if the Show Only option was selected in the Billing Rules tab has been corrected.
General & Setup
Login Location info:
A bug in which the Location field during the login process was not being retained from the previous login has been corrected.
General & Setup
Leap Year issues:
There were some issued reported surrounding the use of the February 29th date in various functions – these have all been corrected.
General & Setup
Provider Compensation setup:
Only Fee Codes for the specific Provider Type, if specified, will now be displayed on the Provider Compensation setup screen. If no Provider Type is supplied for either the Provider or Fee Code, then that Fee Code will always be displayed.
Financial
Transferring Payments between Clients and Incidents:
You can now Transfer unapplied payments between Clients and Incidents! To transfer an unapplied payment from one Client or Incident to another, flag the over-payment from any of the financial Activity screens, click on Actions followed by Trasnfer Unapplied Payment(s).
You will be asked to select the Client, Incident and Amount of the transfer.
That payment will then show as an Unapplied Payment on the receiving Client/Incident and will need to be applied, accordingly.
General & Setup
Physiotec Home Exercise Program name change:
Physiotec is now known as Wibbi. All references to Physiotec have been changed to Wibbi and the new Wibbi 
icon has replaced the Physiotec icon.
General & Setup
Provider legacy information:
Until now, reprinting any old invoices would always contain the most recent information for a Provider. If a Provider had changed their Name, License/NPI # or Signature sometime since an invoice was issued, reproducing the invoice would always show the Provider’s current information – not the original info - which is technically incorrect. From the moment of installation of this update forward, all changes to Provider information is historically retained meaning that if old invoices, of any style, are reproduced, they will reflect the Provider information as of the time of invoicing.
This also applies to the reprinting of old Daily Notes and Documents.
Financial
Enhanced Financial Activity Screens:
At long last, additional columns have been added, as an option, to the Activities by Service screen.
Columns containing Units, Duration, Visits and Adjustment $ may be now be enabled by clicking on Settings, Customize Accounting and ticking the new Enhanced Activity by Service Listing option.
Please note: This will only be displayed properly on monitors where the resolution is high enough to accommodate these extra fields.
Financial
Activities by Invoice flagging issue:
A bug introduced in a recent release in which flagging multiple invoices in the Activity by Invoice screen yielded the incorrect Amount Due/Balance has been corrected. There were also some issues with balance calculations on charges with secondary payment transfers, these have also been corrected.
Financial
Payment Receipts emailed:
A bug existed in which the customized Subject line setup for Receipts under Settings, Customize Email Appointment/Invoice..., in the Receipt Email Settings tab, was being ignored. This has been corrected.
Financial
Invoicing issue:
A bug introduced in R637, in which if NO services were selected for invoicing, none were invoiced (when, in fact, all unbilled services should have been invoiced), has been corrected.
Scheduler
Waiting Listing management:
When the notice appears that client(s) on the Waiting List can now be accommodated for an appointment, the option to both Email and Text the clients with details about the available appointment time is now available.
Use the Email 
icon or the Text 
icon accordingly, on the notice panel, to send the potential appointment information to the client.
The verbiage for these emails and texts can be setup under Settings, Customize Email/Appointment/Invoice... in the Waiting List Email settings tab.
Note: Texting is only available if the clinic subscribes to Wired Client.
Scheduler
Scheduler Auto Zoom:
The Scheduler Auto Zoom function, with the option found under Settings, Customize Scheduler, Miscellaneous, will now apply vertically as well as horizontally. This means that if your schedule, vertically, is shorter than the size of your viewing area, it will be stretched automatically to appear larger.
Scheduler
Deleting Recurring Appointments:
A bug introduced in R637, in which deleting Recurring Appointments didn’t actually delete the recurring appointments, has been corrected.
Scheduler
Provider Note Completed icon:
A bug introduced in a recent release prevents the Daily Note Completed 
icon from appearing when another Provider was involved, this has been corrected.
Reporting
Compensation report:
A new dating option has been added and is entitled Show everything with Daily Notes Completely Signed during this period. This is basically a way of only paying Compensation for visits/charges where the notes have been completed and signed. Only charges that have a note that was completed and signed date during the range will be reported.
Reporting
Referral/Association report:
The exported version of this report now includes the Family Physician First and Last name.
Reporting
Funding report:
The exported version of this report now exports the Home and Work Email addresses for each client.
Reporting
Invoice Summary report:
A bug in this report did not take transfers into account when reporting outstanding balances, this has been corrected.
Reporting
Unbilled Services report:
The Client File # has been added to this report.
Reporting
Contact Log Follow-Up report:
The Client File # has been added to this report.
Clinical Documentation/EMR
Goal Bring Forward:
In a recent update, the ability to select which set of Goals, by date, should be brought forward, in case the user opted to use an earlier set of Goals as a baseline. With this new update, once the indicated set of Goals has been brought forward once, Practice Perfect will revert to bringing forward with most recent set of Goals.
Clinical Documentation/EMR
Customized Documents:
- A bug existed that allowed empty tables to print on the final version of the report even if it was indicated that Show Blank rows in the table configuration was disabled. Completely blank tables will no longer be printed, if so indicated.
- The Physician field has been added to all Customized Documents to match the desktop Customized Documents version.
- A new field type entitled “Next Eval Due Date” has been added to the Customized Documents and comes from the Incident’s Next Eval Due Date field.
Web Version
Web Version updates:
- Clients can now be registered to the Wired Client using the Wired Client
icon from both the Client Detail screen and the Scheduler panel. - The Clear Guardian button has been added to match the desktop version in the Client, Guardian tab of the Client Detail screen.
- A bug introduced in R634, in which a Fee Code could not be changed during full service entry has been corrected.
- The new Pending Tasks listings and Pending Forms listings have been added in the sidebar, to match the desktop version.
US Billing Specific
EDI835/HCFA Authorization #s:
In a recent build, a modification was made to give priority to any Authorization/Claim #’s indicated in the Incident, Treatment Plan tab, if all the crtieria were met.
An option has now been added, within each Payor on the Billing Preferences tab, entitled Use treatment plan authorization information allowing the user to decide, for each payor, whether the Treatment Plan Auth # should be used OR the Auth/Claim # in the Policy/Claim tab, overriding the Treatment Plan tab information for the purpose of claims submission.
US Billing Specific
Medicare Tracking #:
The length of the Medicare Tracking # field in the Incident, Policy/Claim tab has been extended to 80 characters.
Canadian Billing Specific
Ontario HCAI release:
This update contains the newest HCAI R3.31 update, scheduled to be effective on April 15th, 2024.
Canadian Billing Specific
Ontario WSIB billing:
This update corrects a recent error that occurred when electronically billing the WSIB.
Canadian Billing Specific
Canadian Telus Health billing:
This update corrects a recent error that occurred when electronically billing Telus Health.
Reporting
Client Missing Fields report:
The Incident Next Eval Due Date has been added as a potential Missing Field on this report. Missing field requirements can be setup under Contacts, Divisions and then clicking on the Required fields 
icon.
Clinical Documentation/EMR
Goals by Provider Type:
The Provider Type field on each Goal (setup under Housekeeping, Clinical, Goals) will now be respected when entering Goals for a client. Only Goals that match the Provider Type of the Incident Managing Provider for that client will be available in the drop-down of Goals.