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If you are ever concerned about performing an upgrade, please contact support@practiceperfectemr.com for assistance.

Remember, it is CRUCIAL to perform a backup of your data before performing an upgrade (unless we are hosting your data, of course).

Thank you.

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A bug introduced in a recent release caused Payors to show up in the Charge column when the Client's name should have been displayed on the Payor Activity by Invoice panel. This has been corrected.

The Units displayed on the Activities by Progress Note panel will now be based on the Activities by Service information and not necessarily the services entered through the Daily Progress Note quick service entry function.

A long-requested new option has been added to the production and re-production of Generic Invoice/Receipts. The option now exists to show all payments applied to these invoices and the updated balance.

For example, if you were to reproduce a Generic Invoice/Receipt that has had payment(s) applied since it was first created, these payments and the updated balance can now be shown on that invoice reproduction.

To enable this function, visit Settings, Customize Invoice Format, under the Client Invoice/Receipt Format tab and select Show applied payments.

When Client's who meet Waiting List crtiteria are displayed, whatever information that's generally contained in that client's gray header area such as special notes, Billing Rules, etc, will now also be displayed in their Waiting List pop-up box.

The Provider Virtual Treatment URL in the appointment email notification that is sent to the client will now only be included if the Telehealth box has been ticked for that appointment.

Each client's Home Phone # and Work Phone # will now be included in the exported version of this report, on each service line.

• An option to export this report has been added
• The client File # and each Document Type have been added to this report and the new exported version.

• A recently introduced bug was corrected where client and payor services were not necessarily appearing under the correct client or payor.
• The line showing each client's ID, Policy and Claim # has had empty values excluded to shorten the information provided.

An issue existed where, if two documents with the exact same Filename were selected to be faxed, only one of those documents would be faxed, twice. This has been corrected.

• An issue in which the do not print if blank setting was not always being respected has been corrected.
• At times, fields were being cut off when printed, this been corrected.

A new feature, sometimes known as "Cluster Booking", has been added to the client portal.

This feature allows you to prevent clients from booking an appointment in a large, empty block. For example, if a Provider has appointments booked in the morning but NONE in the afternoon of a specific day, you can now prevent clients from booking in those large, empty, spaces, thereby attemption to keep the day 'tight'.

To enable this feature, visit Housekeeping, Scheduler, Scheduled Providers. In each Scheduled Provider, there is a new field entitled Web Booking Max Separation. In this field, enter the maximum number of minutes of empty time between appointments you allow. For example, entering '120' means that no appointment can be booked more than 120 minutes from the start or end of another appointment - the maximum amount of time that the Provider can be idle is 120 minutes.

If the field is left blank, then any gaps can be filled, which is the usual situation.

Note: This only affects Client self-booking, not user-entered bookings.

• On the web version, an error occured on the Web Appointment Listing panel when automatically messaging the relevant Provider about a newly booked appointment. This has been corrected.
• Appointments confirmed from the Web Appointment Listing panel were not being sent to the Client, if applicable. This has been corrected.

The algorithm for matching claims on the processing of EDI835 remittance documents has been substantially enhanced, thus reducing the number of Unidentified Claims substantially, in most case.

Each Client's Claim # and Policy # have been added to the EDI837 Submission Report.

Implementation of the HCAI integration release, R3.34, effective November 3rd, 2025, has been included on this update.