485

Released on 2017-10-02

About This Release

We are pleased to announce the official release of Practice Perfect EMR + Management Software Version 2.0.0.485. Please review the attached list of new features & benefits carefully.

 

BACKUPS MUST ALWAYS BE MADE PRIOR TO PERFORMING AN UPDATE.

UPDATES CAN TAKE TIME TO COMPLETE - BE PATIENT AND PLAN ACCORDINGLY – NEVER INTERRUPT AN UPDATE.

PLEASE CONTACT OUR SUPPORT DEPARTMENT FOR ASSISTANCE IF YOU ARE AT ALL UNSURE OF THIS PROCESS.

 

If you have any questions, please do not hesitate to contact our support department via email at [email protected] or via phone at (877) 510-7473.

Thanks again for your continued support.

General & Setup

Invoices, Receipts and Clinical Documents:

There was an issue with long clinic names not rolling over onto second lines where appropriate, this has been corrected.

Clients

Payment Info tab:

A new Comment field has been added to the Payment Info tab, where credit card information is stored, in the client records.

General & Setup

Inventory Control:

Inventory adjustments will now allow access to all fee codes/items, not just those attached to a specific location, based on the user login.

General & Setup

Locations:

A new table called Zones has been added to the application and each Location can now be assigned to a Zone. This will be used for reporting options in an upcoming release allowing the printing of reports for specific group, or Zone, of clinics.

General & Setup

Physicians:

A bug existed in which the blue header notes for a Physician were not refreshed if a different Physician was selected from the drop-down list within the blue header. This has been corrected.

General & Setup

Security:

A new tick box attached to each User cannow be used to Disallow remote access, meaning that this user will not be able to access Practice Perfect from the web application.

Financial

NEW Client Statements:

Our first release of a new format of Client Statements is now available for trial! The old statements remain in place, as well. To try out these new statements, use the New Statement   icon from the toolbar. Many changes are already underway for these new statements, as well.

Financial

Activities by Service:

The F4 key was only showing 3 modifiers, not 4, for any given charge - this has been corrected (US only).

The F4 shortcut key is also now listed at the bottom of this activity screen.

Financial

Tag for Resubmission:

This function would produce an error if the Resubmisson Code was longer than two characters, this has been corrected.

Financial

Providers and Modifiers (US Only);

Modifers 1, 2, 3 and 4 fields have been added to the Provider record. Any Modifiers entered here will override modifier settings made elsewhere, specifically in the Payor Rates under each Fee Code.

Clinical Documentation/EMR

Customized and MS-Word Documents:

Guardian Last Name and Guardian First name have been added as exportable fields to both the MS-Word and Custom documents.

Clinical Documentation/EMR

Customized Documents:

A bug was fixed in which the Client Name was shown under Nature of Symptom when printing the Body Part.

Clinical Documentation/EMR

Customized Documents:

If a field was setup with a default value and that field was edited to be blank, the default value would re-appear. This has been corrected.

Clinical Documentation/EMR

Daily Notes, Canned and Customized Documents:

The Physician on-file can now be changed for ANY of these documents unless it has been Completed/Signed. The drop-down is located near the top of each document.

Clinical Documentation/EMR

Daily Note printing:

If Include Location Note is selected during Daily Note printing, the Location Code will now be printed next to each service line instead of within the header of the note, since the Location Code may not apply to all dates on the report.

Clinical Documentation/EMR

Documents on File report:

This report did not include Customized Documents if the Non-Scanned/Imported option was selected, this has been corrected.

Reporting

Client Listing:

The Client Listing export now includes the Primary and Secondary payors for the current incident.

Reporting

Compensation Report:

This report will now show the Invoice # related to each service, assuming the charge was invoiced.

Reporting

Office Day-at-Glance Report:

This report was only printing to the end of the last filled appointment of the day, even if there were additional empty time slots. This has been corrected and the full day will be shown, full or empty.

Reporting

Funding Report:

A bug that showed a blank report when no criteria were selected has been corrected.

Reporting

Payment Application Report:

The summary of this report now includes Visits & Quantities along with a summary by Fee Type.

Reporting

Revenue Report:

Printing this report using the Individually option on Payors and Providers was producing an error, this has been corrected.

Reporting

Treatment Statistics Report:

A new option to Show treatment cost details has been added to this report. If selected, the breakdown of client, payor and adjustment charges will be included under each client.

Reporting

Treatment Statistics Report:

A Division summary has been added to this report.

Reporting

Treatment Statistics Report:

A new option entitled Show clients with $0 balance only has been added to this report. If selected, only clients with a zero balance will be included on the report.

Scheduler

Appointment Booking:

When setting up Fees, two new fields have been added entitled Post Treatment Duration and Post Treatment Description. These can be used to specify the amount of time, and a description, that will now automatically appear after an appointment for when that fee code is booked, eg; 'cleanup' time of 15 minutes.

Scheduler

Scheduler Groupings:

Groups of Providers can now be created and displayed on the screen at the same time - eg; all Physios, Jim & Bob are always together, the Rehab team. Under Scheduled Providers,  Groups can be setup and Group Members (Providers), attached. Providers can belong to several groups.

When in the Scheduler, you can then select which Group you wish to see in the same manner what you would select Rooms and Equipment.

Scheduler

Find Appointments:

A new column has been added to the Find Appointments search to indicate if an appointment was made using the Web, indicating  that it was self-booked by the client.

Scheduler

Appointment Booking:

Under Settings, Customize Accounting the ability to Force fee code duration has been added. If selected, an appointment will automatically increase to the Duration specified for the Fee Code attached to that appointment meaning that a 'too short for this fee code' appointment cannot be booked.

Scheduler

Appointment Fee Codes:

A bug existed in which Fee Codes were disappearing from appointment cells if the Enforce fee code duration was turned OFF - this has been corrected.

Scheduler

All Location View:

Issues with this view not displaying appointments correctly have been corrected.

Web Version

Client Record:

The full Client record can now be viewed, added and modified in the web application including all client-related tabs and sub-tabs!

Web Version

Daily Notes:

Selecting different Incidents during Daily Note Entry was causing display issues, this has been corrected.

Web Version

Appointment Auto-Charge:

The auto-charge feature, for Fee Codes attached to appointments, was not working on the web application - this has been corrected.

Web Version

Scheduler:

When an appointment was Arrived or Completed, the panel was not being refreshed - and the Charge  icon may not have been displayed. This has been corrected.

Patient Portal

Client Self-Booking:

When clients book their own appointments, they can now enter a note that will show up on the Scheduler as an Appointment Note and can be seen by hovering over the Note  icon.

Portal Login:

When clients login in to the web portal, they can now use any of their Phone Numbers, Home, Work or Other.

Patient Portal

Client Self-Booking:

When a client selects a Provider, the text from the Provider, Web Information tab will now be displayed under the Provider's name which can contain a biography, provider info, etc.

Patient Portal

Appearance:

Your logo can now be added to the Patient Portal screen - please contact our support department for details.

 

 

Patient Portal

Client Self-Booking:

The requirement for the clinic to confirm client-booked appointments can now be disabled. If disabled, the appointment would automatically be booked, no interim confirmation is required. Confirmation can be turned off under Settings, Customize Scheduler, Web and by unticking Confirmation required.

Scheduler

Client Self-Booked Appointments:

Appointments booked by clients via the web portal will now show with a slightly different Pending  icon so the user will be aware that the appointment was client-booked.

Patient Portal

Client Self-Booking:

The confirmation at the end of booking will now contain the appointment Day-of-the-Week and clinic physical address.

Canadian Billing Specific

HCAI:

The mandatory HCAI October 1st, 2017 3.18 toolkit update is included in this release, required for the submisson of all OCF electronic documents.

Canadian Billing Specific

HCAI:

OCF18/23 documents can now be copied or transferred between client incidents.

Canadian Billing Specific

HCAI:

A new field entitled Goods and Services explanation has been added to the OCF18. This field was not being shown on the printed document, this has been corrected.

Canadian Billing Specific

HCAI:

The OCF18/23 now have a new tab entitled Additional Comments and Attachments which can hold up to 20,000 characters. This new field will be printed on its own page on the hardcopy versions of these documents.

Canadian Billing Specific

HCAI:

A bug that returned the previous submission results when a new submission fails has been corrected.

Canadian Billing Specific

HCAI:

The Other Goods and Services was removed from the OCF23 submission.

Canadian Billing Specific

Telus:

As per Telus, users must now accept new Terms & Conditions prior to any submission. This new dialogue has been added.

Canadian Billing Specific

Telus:

The Telus client acknowledgement forms were sometimes appearing in the wrong order, this has been corrected.

US Billing Specific

HCFA/eHCFA Claim Forms:

If the Policy Holder is set to "Other" and the Relationship to the client is set to "Parent" then HCFA Box 6 will be set to "Child".

US Billing Specific

HCFA/eHCFA Claim Forms:

Several date field formats have been adjusted, as follows: Box 3, 9b, 11a and 24a are now "mm dd yyyy". Box 12 and 31 are now "mm/dd/yy". Box 14 and 15 are now "mm dd yy". Box 19 will be set to "mm/dd/yy" if it is not set as a Payor Prerference. Box 16 and Box 18 are no longer used on the claim form.

US Billing Specific

EDI837 Submissions:

A bug that shows unrelated Diagnostic Codes as part of claim information has been corrected.

Clinical Documentation/EMR

Daily Note Entry:

If the user selected the Previous Day  icon to view a previous note during new note entry, the note currently being entered on would not be stored and entry would be lost - this has been corrected.

Canadian Billing Specific

Telus Installation:

During Practice Perfect update installation, previous Telus toolkit install files will now be removed.

Canadian Billing Specific

Telus:

Extra checking for the Policyholder’s First Name, Last Name, Birthdate and Relationship to the patient have been added to the pre-Submission report.