592

Released on 2022-04-01

About This Release

Welcome to Practice Perfect 3.0!

Release 3.0.0.592

Due to the core nature of recent modifications, if you 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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Reporting

Billing Sheets:

Dates in the client notes section of this report, if selected, were being reported incorrectly. This has been fixed.

Reporting

Client Attendance report:

• A new option to export this report has been added - which includes summarized attendance statistics for each client. 
• Dates in the client notes section of this report, if selected, were being reported incorrectly. This has been fixed.

 

Reporting

Patient Fall-Off report:

• A new filter allowing the report to be run based on the Last Provider that each client saw instead of the Managaing Provider, whether its Scheduler or Service based.
• Dates in the client notes section of this report, if selected, were being reported incorrectly. This has been fixed.

Unbilled and Unpaid Services report:

Dates in the client notes section of this report, if selected, were being reported incorrectly. This has been fixed.

Reporting

Pending Appointments report:

The Clinic's location info was not being shown in the header section of this report, a bug introduced in release R587, and has been corrected.

Reporting

Client Account Statements:

• A 'conversion error' occured when producing Client Statements using the invoice-based option, this has been corrected.
• The performance speed of the Client Statements has also been improved.

Reporting

Waiting List report:

Two new fields, Last Appointment Date and Next Appointment Date, have been added to this report.

Reporting

Unbilled Services report:

• A 'servicetransaction_id missing error' was sometimes occuring when producing this report, introduced in a recent release. This has been corrected.
• Two new options to Include client notes and Include billing rule notes have been added to this report

Scheduler

Daily Note Complete icon:

A new twist on the Daily Note Completed/Signed   icon has been added. If the note has two providers attached, and only one has signed, only half of the icon will appear, as follows,  or  indicating that the another party still needs to Complete/Sign the note.

Scheduler

Scheduled Providers:

The Teletherapy only column has been removed the Scheduled Provider setup as it was limiting the ability to book both teletherapy and non-teletherapy on the same day and is really no longer required.

Financial

Producing Invoices:

When batch producing invoices to Payors, a new filter option has been added allowing the user to Only produce invoices for activities entered between x and y dates (as opposed to producing invoices for services taking place between x and y dates).

Financial

Payor Generic Invoices:

When the option to include Group Attendance on invoices is selected for a specific payor (under Payors, Data Preferences), if Groups have been enabled, the recorded Group Attendance for each date will now be shown under the corresponding Service Date listed on the invoice.

Clinical Documentation/EMR

Customized Documents:

An issue existed where customized forms were sometimes rolling off the right side of the screen during entry incorrectly, this has been fixed.

Clinical Documentation/EMR

Daily Progress Notes report:

The compact version of this report was showing the Provider's credentials under the Physician's information, a bug introduced in a recent release. This has been corrected.

Web Version

Financial functions:

The ability to add and edit services has been added to the web version of Practice Perfect.

Charges can now be added in the same manner as they are in the desktop version and edited accordingly, using the same icons.