Welcome to the Practice Perfect Software Release Center

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.

586

Released on 2021-11-06

About This Release

Welcome to Practice Perfect 3.0!

Release 3.0.0.585 and 3.0.0.586

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, if 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.

Thank you.

 

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Clients

Client Header Bar info

The selected client's Policy, ID & Claim # are now shown next to each Billing Rule in the client's header.

Clients

Finding Clients by Insurance info:

Under Actions, from the Client Listing panel, the user can now select to find the client by Claim, Policy, ID #.

Clients

Show Billing Rule security:

A new security option entitled Show billing rules in client header. If disabled, the user will not be able to see any insurance coverage information at all in the selected client's header.

General & Setup

Physician Listing (US only):

The Physician Listing screen now contains each Physician's NPI #. The user can now also search the list by NPI #.

General & Setup

Payor Rates:

An issue existed in the Payor Rates panel, under each Payor, in which any rate changes entered would not have been retained if another Payor Rate was deleted during the same session for that Payor. This has been corrected.

General & Setup

General Windows issue:

In some cases, Windows changed the way pop-up confirmation panels co-existed with other panels in which the user could no longer click on OK, Cancel, etc, in some panels and the system appeared to have frozen - it was a rare occurence but has been corrected nonetheless.

General & Setup

Two-Factor Authentication:

Two-factor authentication has come to the web version of Practice Perfect!

Please contact our support department for more information on setting up two-factor authentication, it is disabled by default.

Want to learn more? Visit https://practiceperfectemr.com/learningcenter/posts/view/how-to-setup-2fa

Scheduler

Find Appointments/Client Signatures:

A new option entitled Show Client Signature has been added to the reporting of the search results in Find Appointments. If selected, the signature that the client had entered when using the Practice Perfect Check-In app will be included on this report to assist with confirmation of attendance.

Scheduler

Pending Appointment report:

A recent bug altered the order of the appointments printed on this report. This has been corrected and appointments will now be listed in order of date/time and not by each resource.

Scheduler

Wired Client integration:

In order to enhance the speed in which Practice Perfect speaks to the Wired Client and reduce the possiblity of delays and errors, the internal logging of Wired Client communications with Practice Perfect has been removed and is no longer required. There is nothing that the user needs to do here and there is no change to the user experience, this is for information only.

Financial

List Only Invoice style:

When producing the List Only invoice style report (or reproducing), the total value would always show as $0.00 even though it was recorded correctly. This has been fixed.

Financial

Limit per Day Billing Rule:

The messaging when the Amount per Day billing rule is being exceeded has been changed to be more clear.

Financial

Fee Package Double-Billing:

A bug in which Fee Packages were charged twice if auto-charging is enabled when the client arrives and/or completes an appointment has bee corrected. This only occured if the appointment status was changed multiple times.

Reporting

Exporting reports:

  • When exporting reports,a new option entitled Excel Workbook has been added which will export files in the newer .XLSX format.
  • When exporting reports and changing the default file name, the resulting file may have been stored in Practice Perfect export directory instead of the user's default directory - this has been corrected.

Reporting

Security Reporting:

Two new reports have been added to Practice Perfect under the new report category entitled Security & Audit.

User Activities Report: This report will show, for each user, a list of what documents and notes were entered, editing, viewed, printed or faxed, which reports were printed and which clients were added, viewed and edited - and when.

User Login/Logoff report: This report will show when users logged in and out of Practice Perfect.

To enable the tracking, please visit Settings, Other Settings, Security and tick Log viewing and editing of clients, daily notes, documents and reports and tick Track User Login/Logout.

 

Reporting

Daily Reconciliation & Operations Summary reports:

A 'conversion error' was sometimes occuring when printing this report - this has been corrected.

Reporting

General Ledger Summary report:

Payments with the exact same description were being lumped together on this report and the dollar value reported incorrectly, this rare occurence has been corrected.

Reporting

Revenue Report export:

  • The exported version of the Revenue Report now includes both Paid-to-Date and Adjusted-to-Date columns (adjustments were lumped into Payment prior).
  • The exported version of this report now also includes the Incident Division.

 

Clinical Documentation/EMR

Activity by Goal Listing:

The Activity by Goal and Tests panel Last Modified Date column was sometimes reflecting the last time a Practice Perfect update was performed that affected the goals - this field will now only reflect when a user last modified each goal.

Clients

Canned Evaluations:

For those not using the built-in Physical Therapy Eval, Lumbar, Cervical, Re-Eval and Discharge Summary documents - these can now be turned-off in Practice Perfect - this is something that has to be performed by our support department.

General & Setup

Security:

A minimum 3 character password is now required AT ALL TIMES.

For new installations and any time you select to change your password, a minimum 3 character requirement has been implemented. This can be increased under Settings, Other Settings, Security in the Minimum Password Length field.

Patient Portal

Patient Portal:

At times, the list of available services for a client, after logging-in, was not appearing. This has been corrected.

Web Version

WEB Practice Perfect:

The Waiting List and Find Appointments functions have been added to the web version of Practice Perfect (there were a few newer issues with the Waiting List corrected in R586).

US Billing Specific

Patient 360 Measure #226:

Measure #226 has been added to the Patient 360 MIPS integration.

US Billing Specific

EDI835 Remittance Processing:

The "PR" claim rejection reasons were not being shown on the EDI835 Remittance Processing report - this has been corrected.

US Billing Specific

EDI837 Include Attachments option:

Users can now include a notification to a payor in their EDI837 file of documents/attachments that are forthcoming.

To do so, from the Client Activities by Service screen, select and expand any service that is going to be sent to the insurer, click on the Payor line of the charge, right-click and select Files to include with this charge. The user will then be prompted to enter both the delivery method and file name for up to ten documents.

Note: This does not actually attach the files, but simply notifies the insurers that the files are forthcoming in whatever method specified in the "PWK" segment of the EDI837.

 

 

US Billing Specific

EDI837 Submissions:

Segment "REF*G1*CLAIM#" in Loop 2300 has been restored if the Payor EDI option Loop 2010BA/2010CA to Include Claim Number is not selected.

Canadian Billing Specific

Telus Integration:

  • Coughlin & Associates has been added as a new insurer integrating with Telus.
  • Alberta Blue Cross has been added as a new insurer integrated with Telus.
  • Telus integration POS v8.4 is included on this update
  • Sun Life will no longer be integrated with Telus as of November 27th, 2021.

Scheduler

Schedule Auto-Charge function:

Each Incident's Usual Duration will now be respected by the auto-billing function. If a Usual Duration exists and the Usual Fee Code is based on duration, the amount of the charge will be calculated accordingly when the client Arrives/Completes their appointment.

Reporting

Revenue Report:

  • A new filter option entitled Billing Status has been added to this report which allows the user to select to generate the report (and export) for only Billed Charges or Unbilled Charges (or both). This replaces the old option to only include invoiced charges.
  • A bug that prevented the report from being generated when the General Ledger Summary Only option was selected in Report Type has been corrected.

Reporting

Faxing:

An error that somes occured during faxing (having to do with establishing page counts) has been corrected.

Canadian Billing Specific

HCAI Update R3.26:

This update supports the new R3.26 HCAI drive update - these are purely internal and does not alter the user experience.

Patient Portal

Client Check-in Application:

A bug introduced with version R585 preventing login to this application (having to do with the new Two-Factor authentication) was corrected in R586.