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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.

525

Released on 2019-07-22

About This Release

We are pleased to announce the official release of Practice Perfect EMR + Management Software Version 2.0.0.525. 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.

IF YOU ARE UPDATING FROM A VERSION PRIOR TO R516, THIS UPDATE COULD TAKE SOME TIME TO INSTALL 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 [email protected] or via phone at (877) 510-7473.

Thanks again for your continued support!

 

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Reporting

Client Statements:

A client's name/address was appearing twice in the header of statements, once under 'Issued to' and once under 'On behalf of'. It should only appear once, and this has been corrected.

Reporting

Unpaid Services report:

This report can now be printed for all services that occurred between any two dates. Previously, only the End Date could be defined.

Reporting

Referral/Association report:

The exported version of this report will now contain the Referral Source's address information.

Reporting

Revenue report:

The exported version of this report will now contain the client's First Name and Last Name is separate fields. The File # is also now exported.

Reporting

Test Analysis report:

Client has been added as a filter to this report.

General & Setup

Security for Payments:

A new security option has been added and is entitled Unapply Payments, which has now been separated from Delete Payments. Selecting the ability to Unapply Payments and not Delete Payments will allow users to unapply payments and leave them in the Unapplied Payments bucket, but not actually delete the payments.

Clients

Treatment Plan tab:

The red print on Visits & Units that exceed the Treatment Plan limits will now only be displayed if the original Approved amount is greater than zero.

Financial

One Visit per Day:

The Force One Visit per Day setting was causing visit countdown issues if more than one visit was entered for a specific service - this has been corrected.

Financial

Generic Invoice & Generic Invoice Receipt printing:

If Do not show payor charges was unticked in the Invoice settings, then additional services may have appeared on reprints of these invoice styles if a client had more than one charge per day appearing on different invoices. This has been corrected.

Scheduler

Scheduler Nagivation:

At times, the Previous/Next day functions would not work, this has been corrected.

Scheduler

Recurring Appointments:

The recurring appointment rule "1st week of the month" was not working properly, with not all appointments being booked. This has been corrected. However, if the specific day of the week does not occur during the first week of the month, the appointment for that month still will not be created.

Web Version

Client Pictures:

The web version now has the option to show the client's picture in the blue sidebar in the same fashion as the desktop version. To enable this function, go into Settings, Other Settings, Web and select the Show Client Pictures option. Please note that enabling this function does increase the volume of information being passed through the Internet and could have speed implications.

 

Canadian Billing Specific

AISI/HCAI Setup:

An updated list of Provider Types, supplied by HCAI/AISI, have been added to the HCAI/AISI Provider settings.