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Learn about the newest Practice Perfect updates! You can search for a specific release # or for a range of release #'s, a range of release dates or by software function category. As always, please contact us if you have any questions or require assistance.

509

Released on 2018-11-05

About This Release

We are pleased to announce the official release of Practice Perfect EMR + Management Software Version 2.0.0.509. 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.

NOTE THAT THIS IS A SUBSTANTIAL UPDATE AND MAY APPREAR TO BE 'NOT RESPONDING', PLEASE BE PATIENT

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 support@practiceperfectemr.com or via phone at (877) 510-7473.

Thanks again for your continued support!

Clients

Client Incident info:

The Incident Physician's NPI # will now be shown next to the Physician's name on the Incident tab.

Clients

Client record (US only):

Now that ICD10 codes have been in place for several years, the ICD10 label is being removed from next the client's picture in the blue side bar, which was used to indicate those clients who had moved to ICD10.

Clients

Client Account Summary:

This summary screen now also contains the client's First Visit Date.

General & Setup

Forms function:

The Adobe forms integration button entitled Forms, which has not been maintained for several years, has been removed from the top-line menu.

General & Setup

Compensation Report security:

A new security option under Security, Reports/Labels/Forms.. has been added and is entitled Compensation Report (Provider version). If Compensation Report is disabled and this new option is enabled, then the user will only be able to view the Provider version of the Compensation Report.

Scheduler

Find Appointments:

You can now opt to show the Find Appointment results in reverse-date order by clicking on the  icon in the Date column.

Scheduler

Auto-Charge upon Arrived/Completed:

Until now, only one charge-per-day would be charged upon the Arrived or Completed status being selected. Now, if two appointments contain different Fee Codes, each will be charged when Arrived or Completed is selected on that specific appointment cell.

Scheduler

Scheudler freezing bug:

A bug existed in the Scheduler if the user tried to visit a date prior to when a resource was available (eg; before a Provider started with the clinic) - this has been corrected.

Financial

Activity by Service bugs:

  • Day-shading was not working properly due to a bug introduced in release R506 - this has been corrected.
  • Issues in which flagging of financial services for payment or transfer was not inclucing all selected services, also introduced in an earlier release, have been corrected.

Financial

Activity by Service display issues:

  • Invoices with a $0.00 amount were showing as 'blank' instead of $0.00 due to a bug introduced in a recent update - this has been corrected.
  • The coloured triangle warnings used for British Columbia Teleplan claims were also not showing due to a recent but - these have also been corrected.

Financial

Payor Activities by Payment:

When the current year is selected in the Year drop-down box, any future-dated payments will now also be included in the listing.

Reporting

Revenue report:

The exported version of this report will now also contain any comments that have been entered for each service.

Reporting

Revenue Report:

The overall summary section of this report will now total the duration in an HH:MM format instead of a total number of minutes.

Reporting

Client Profile Sheet:

Family & IncidentPhysician credentials are now included on this report.

Reporting

Other Contact Listing:

This report now includes both Home and Work Emails for each contact.

Reporting

Payment Journal:

The Summary by Payment Description section of this report included Adjustment $ even if the user had opted to not show adjustments on the report - this has been corrected.

Reporting

Client Attendance Report:

A new date filter has been added to this report entitled Show clients with any visit in the report date range which allows the report to only print for clients attendind between specific, typically upcoming, dates.

Reporting

Referral/Association Report:

Both the Referring Company and Physician Name will now be included on this report.

Reporting

Client Statements:

This release includes several key changes to the new Client Statements, as follows:

  • Balance Forwards will now exclude payments made during the statement period and will be a true reflection of the balance as of the starting statement date - those payments will now be listed on the statement (basically meaning that ending balances and next-period Balance Forwards should now match).
  • Division and Service Location filters are now fully-respected and relate to the Client's Incident and not each individual charge, this was not working properly in previous releases.
  • The Balance Forward line will now only contain the client's Balance Forward.
  • Several smaller bug fixes were made.

Clinical Documentation/EMR

Daily Notes / Client Signature:

A new icon, Client Signature  exists on the Daily Note toolbar that allows for a client/parent to sign Daily Note. The option to print this signature is also now included. 

Clinical Documentation/EMR

Daily Note Time Stamping:

For those users that Complete and then later Incomplete a daily note to make changes, internally Pracitce Perfect is now storing both the original signature date and most recent signature date. This information is not yet user-facing.

Clinical Documentation/EMR

Customized Documents:

A long-awaited new option has been added to the setup of Customized Documents. A new column for each field entitled Carry Forward has been added. This will allow fields to automatically be carried-forward from document to document. In this new column, you can indicate one of the three following options for each field:

  • None - This is the default. When selected (or left blank), the field-in-question will always start off as blank when in use.
  • Last Use any Document - If selected, the value for this field will be brought forward automatically from the same field in the most recent custom document within the client's incident, regardless of the document's name.
  • Last Use this Document - If selected, the value for this field will be brought forward automatically from the same field in the most recent custom document within the client's incident, but only if the document has the same name.

Canadian Billing Specific

AISI/HCAI OCF-18:

The ability to select a different Provider Type for Section 5 of this document instead of just automatically matching the Provider Type in Section 4 has been added to this document.

This new information will also appear on both the printed version of the OCF-18 as well as the electronic submission to HCAI.

Canadian Billing Specific

Telus Integration:

  • The Telus  icon has been added to the Activity by Service icon toolbar.
  • Error information is now included as part of the claim notes.
  • Some other Telus-related smaller bugs have been corrected.

Canadian Billing Specific

OHIP/Ontario Ministry of Health:

The location of the submission files prepared for OHIP/MOH can now be specified under Settings, OHIP Invoice Settings, in the Invoice Save Location field.

Web Version

Scheduling:

The Appointment Note  icon, on each appointment cell, can now be hovered-over to be read, similar to the Desktop version.

Patient Portal

Client Self-Booking:

Blocked time that was not indicated as being unavailable (therefore it was available) was not coming up as available during patient self-booking - this has been corrected.

Patient Portal

Web Appointment Listing:

The position of the Book Appointment  icon has been moved to a more logical position.

Wired Client

Wired Client integration:

  • Wired Client  icon will now appear next to the client's picture in the blue side bar indicating that the client has been sent to The Wired Client.
  • Error reporting from the Wired Client is now more description should something not be successfully submitted.
  • The Wired Client will no longer record as client as having been discharged until ALL active incidents have been discharged.
  • The Discharge Report, created in the Activities by Document section, will now also trigger a client to be discharged from The Wired Client, if all other conditions have been met.
  • The Next Appointment sent to The Wired Client will be the soonest of all incidents for that client, and not just the current incident.
  • Last Cancelled Date sent to The Wired Client will be the appointment that was most recently cancelled, but not necessarily the next appointment.