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.
Welcome to Practice Perfect 3.0!
With this new release comes a major appearance change and a completely different internal engine that will provide for greater speed, flexbility and the handling of special characters and fonts in clinical documentation.
Due to the nature of the changes, this update must be installed by one of our support representatives and can take a substantial amount of time. Please contact us at email@example.com or via phone at (877) 510-7473.
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Practice Perfect 3.0 Major Changes:
In the case where Providers are set to only see their own (self) clients and an Incident Primary Provider is blank, then only Authorized Providers will be permitted to see this client. Prior, no Primary Provider meant that everyone could view the client.
Payors and Adjusters:
When Adjusters are now added under a Payor, the Payor's address and phone number information will now be brought-forward into that Adjusters information, by default.
Client Incident Descriptions:
When Discharging a client and selecting to Delete future appointments, you will be asked to confirm your request.
Client Listing/Batch Emailing:
The Flag by Criteria option on the Client Listing has a new filter entitled Flag Clients with Email Addresses. The options are Present and Absent. Using this new flag, you can select to flag all clients either with or without an email address present in their record.
This option can be used to mass email invoices to all clients with email addresses, and then mass print invoices for all clients without email addresses. The same function with statements is forthcoming.
The issue with the re-ordering of the Waiting List clients sometimes not 'sticking' has been corrected.
DYMO Mailing Labels:
A bug that created empty labels to be printed at the end of a mailing label print run has been corrected.
An bug was fixed in which the number of remaining visits was sometimes reported incorrectly.
Under the Incident, Tasks tab, if either a Comment or a Date Completed is entered on a task, then that task will be automatically deemed as Applicable.
Payor Fee Codes:
A loophole existed permitting Fee Codes that were not allowed to be billed to a specific payor to be used - this has been corrected.
The ability to add a recurring Payment Method to Recurring Charges has been implemented under Actions, Recurring Charge. When a Payment Method is added, the recurring charge will automatically be deemed as paid by the selected payment method when the charge is applied.
When entering a Daily Note, additional tabs now exist for each section of the note.
As before, the entire note can be viewed/modified under the SOAP note tab. However, separate tabs now also exist for Subjective, Assessment, Assessment and Plan if the user requires more visibile space for entry.
These tabs will follow whatever naming convention was setup under Settings, Customize Progress Note/Documentation.
Insig Virtual Health integration:
An issue existed in which Insig Health's appointment reminder texts and emails were not respecting the Practice Perfect clinic's timezone settings on their local servers - this has been corrected.
Patient 360/MIPS Integration:
An issue with the submission of Measure #134 has been corrected.
Ontario HCAI Integration:
Telus Health integration:
ADDENDUM AND UP-TO-DATE FIXES:
With Release R566, some errors were corrected that were present in R565, as follows:
ADDENDUM AND UP-TO-DATE FIXES:
With Release R567, some errors were corrected that were present in R566, as follows:
The importing of client exercise programs from Physiotec into the Activities by Document was not functioning in Practice Perfect 3.0, telling usings that 'no exercise programs could be found' - this has been corrected.
Table Headers in Customized Documents appeared as a solid, black bar on-screen, this has been corrected.
Windows DPI Settings:
There were some font and icon size issues having to do with non-standard Windows DPI settings, these have been corrected.
Patient 360 Integration:
A bug causing Patient 360 MIPS submissions to fail (giving an error) introduced with the initial Practice Perfect version 3.0 release has been corrected.
A small loophole in security has been closed whereby users NOT permitted to edit blocked appointments on the scheduler could drag them to make them longer or shorter - this has been rectified.
A client search bar has been added to the Recurring Charges Listing screen.
Changes to accomodate Telus releases v8.10 and v9.0 have been implemented in this version, which includes the enhanced TLS 1.2 security layer. These changes are mandatory for 01/21/2021.
An issue introduced with the release of Practice Perfect Version 3.0 involving the integration in which 'gibberish' was being inserted into Word documents has been corrected - the following fields were affected:
First Progress Note Subjective, First Progress Note Objective, First Progress Note Assessment, First Progress Note Plan, Last Progress Note Subjective, Last Progress Note Objective, Last Progress Note Assessment, Last Progress Note Plan
The user can now define if, when returning to the Client Listing screen, that the previously-selected client be highlighted instead of the focus returning to the Search bar. This can be set under Settings, Other Settings and selecting Return to previous position in Client Listing screen.
Scheduler Auto-Zoom function:
Columns can now be automatically widened if they don't fill up the display horizontally by enabling the new Auto Zoom option, found under Settings, Customize Scheduler, Miscellaneous. If enabled, scheduler columns will be widened as much as possible to fill the display.
Credit Card Expiry Dates:
On the Payment Info tab within each Client, the credit card Expiry Years would not allow the user to enter a year prior to 2021, , this has been corrrected.
Unbilled Services Report:
The speed of this report has been substantially enhanced.
Telus Updates (Release 569):
Additional changes have been made to the Telus integration to correct some lingering issues with a handful of payors, inclduing the submission of WSIB claims.
Hover-Over Pop-Up Boxes:
There was a recent issue in which all hover-over pop-up boxes containing data were be limited to displaying only a few lines making some info not visible - eg Goals, Contact Log entries, basically any multi-line entries. This has been corrected.
The search by Category function in the Contact Log had stopped working as the result of a recent update, this has been corrected.
Payor Activity by Service/Payor:
The Client Search bar stopped working in a recent update, this has been corrected.
A loophole existed whereby services could be flagged on the Activity by Service screen and the totals of those flagged services would be diplayed in the status bar, above the services, even if the Show Financial Information option was disabled in security. This loophole has been closed.
Option to include Time In/Time Out on Claims:
A new option has been added to each Payor under both EDI Preferences and HCFA Preferences entitled Include Time in/out on each service. If selected, the Daily Note's (for that service) Time In and Time Out will be included on the HCFA-1500 forns, paper and electronic versions, as well as the EDI837 respectively.
An error was sometimes occuring when transferring services from Client Activities by Service and Client Activities by Invoice screens, this has been corrected.
Payment Applicaton Report:
A bug in the Payment Method Summary section which showed only one payment method repeatedly, a recently introduced bug, has been corrected.
Scheduled Fee Codes:
When adding a Fee Code to a specific appointment from the scheduler panel, the Fee Codes were appearing 'jumbled' - this has been corrected.
When clients were self-booking appointments that had an automated Post Treatment Duration attached to them (eg; cleanup time), the client booking portal was allocating 'too much' time for the appointment, adding the post treatment time twice, this has been corrected.