| Program | Description | User |
| Feb 22 2012 | | |
| Insurance Carriers Report | In the Insurance Carriers setup for the Insurance Carriers Report we added the following:
--“Insurance Category” drop down list to select a specific category. “No Category” is an option and “All Categories” is the default.
--“Break By Insurance Category” check box.
The report reflects the above options as well as a subtotal count for the category. | Mark D. Baker |
| Feb 16 2012 | | |
| Collections | A new custom setting called "Collections - Send Only Patient Remaining Balances To Collections" has been added.
Default is "N".
The collections list "Send "Marked AS SC" To Collections" and the Collections Setup/Letters "Change Collection Alert" were both changed to use this new custom setting. | Mark D. Baker |
| Feb 3 2012 | | |
| Patient Information | A "No Ded" check box was added to Patient Insurance Information. This will let the clients know whether or not the patient's deductible is known or not when the amount is $0.00 | Mark D. Baker |
| Jan 23 2012 | | |
| Charge Entry | Charge Entry, Charge Transaction Error Report, and Ledger Corrections have been modified to allow up to 8 ICD Codes per charge. | Mark D. Baker |
| Jan 19 2012 | | |
| All Programs | All date fields in the Gyntek software are now using JavaScript to validate entry.
If you type in a “H” or “h” in a date field you will get the following alert message showing you the options:
T = Todays Date Range
M = Month Date Range
L = Last Month Date Range
Y = This Years Date Range
1st 3 integers = how many days to add or subtract from todays date.
ex. -10 = ten days taken off of todays date.
1st 4 characters assumes mmdd format and will add current year automatically
ex. 0423 will return 04/23/current year
Anything beyond 4 integers tries to figure out what date your trying to enter.
ex. 42398 will return 04/23/1998
A dash, space, backslash (/), or period will be considered separators.
ex. 6.4.80 will return 06/04/1980'
The “T”, “M”, “L”, and “Y” options are for date ranges. The validation of a date range is done when action takes place (print report, save, etc.)
Not every date field could be changed because of various actions that take place when a date is entered that are not feasible to do in JavaScript.
Example: Date of Birth field in Patient Information searches for patients with the date entered. If multiple patients are found then it displays the patients for you to select. | Mark D. Baker |
| Jan 16 2012 | | |
| User Production Report | The date range label has been changed to read "Created Date Range:" and a new radio button option was added beside the date range called "Use Charge Created Dates" and "Use Panel Created Dates".
"Use Charge Created Dates" is the default. | Mark D. Baker |
| Jan 13 2012 | | |
| Claim Adjustment Code Report | This report was added to the EOB Import Setup screen and will list all of the claim adjustment codes and how they are setup. | Mark D. Baker |
| Jan 13 2012 | | |
| Charge Entry | When a patient is not selected, the encounter# drop down list will show encounters without a panel with a background of yellow. | Mark D. Baker |
| Jan 12 2012 | | |
| Electronic Insurance Filing | The following changes have been made to Gyntrio to handle the new 5010 requirement for Medicare Detailed Description of Service.
In CPT Code Setup if the Comment check box is checked a new text box has been added beside it to allow a detailed description default.
In Charge Entry the detailed description that was setup in CPT Code Setup will now default in the Comment text box. The text can be easily changed if needed.
When accepting the Charge Panel, if the patient’s primary insurance is Medicare and the Comment check box in CPT Code Setup is checked and there was no comment entered in Charge Entry a warning will be placed on the Charges Transaction Error Report. | Mark D. Baker |
| Jan 3 2012 | | |
| Charge Entry | For the ICD Code entry in the transaction line, they can now be entered with or without a comma in between them. | Mark D. Baker |
| Dec 29 2011 | | |
| Insurance Carriers | The insurance access can now be changed. It will automatically update all of the pertinent data tables with the new access (similar to a patient# change). | Mark D. Baker |
| Dec 21 2011 | | |
| Insurance Carriers Report | A “Show Stop Claim Submission Only” checkbox option has been added to the Insurance Carriers Report. | Mark D. Baker |
| Dec 20 2011 | | |
| Insurance Fee Schedules | Added a provider option. This will allow the system to pull allowed amounts based on the provider on the claim. | Mark D. Baker |
| Dec 13 2011 | | |
| Patient Information | Added a "Next Appt" button beside the next appointment date field.
If pressed it will take you to the appointments screen and show the patient's next appointments. | Mark D. Baker |
| Dec 9 2011 | | |
| Patient Information | When you add a patient, the required fields backcolor show up as a light red color.
The following fields were done:
Patient First Name
Patient Last Name
DOB
Provider
Sex (Possible depending on custom setting)
Referral (Possible depending on custom setting | Mark D. Baker |
| Nov 29 2011 | | |
| Direct Cost Report | A CPT Code(s) option has been added to allow you to select multiple cpt codes. Default is "All CPT Codes". | Mark D. Baker |
| Nov 29 2011 | | |
| Charges To Be Filed Report | A new button was added to the Claims screen called “To Be Filed Rpt”.
The report will show all of the potential claims that will be sent out when you press the “Process Claims” button. Any new charges the Warning Audit catches would also be on this report.
Options on the report are:
Order By: Patient Name, DOS (Default), Patient Number, DOS, and DOS
Break By: Provider (default unchecked)
Detail: (default checked)
Location: (default All Locations and will only show if custom setting “Reports By Location” is set to “Y”)
On the detail version the following information will be displayed:
Patient Number and Name
Insurance Carrier Access and Name
Provider Name
DOS
CPT Code and Description
Modifiers
Charge Amount
Primary/Secondary/Tertiary
Crossover (Yes or No)
Corrected Claim
| Mark D. Baker |
| Nov 18 2011 | | |
| Collector Production Report | Added Reminder Create Date Range option. | Mark D. Baker |
| Nov 18 2011 | | |
| Reminder Report | Added Reminder Create Date Range option. | Mark D. Baker |
| Nov 16 2011 | | |
| User Production Report | Added panel description to the report. | Mark D. Baker |
| Nov 14 2011 | | |
| Payment Entry | We added several options for this in CPT Code Referral Self Pay/Insurance Type Rates Setup:
1) (Checkbox) Insurance Only: Charge Normal Amount And Immediately Discount Off The Difference
2) (List Boxes) Claim Adjustment Codes
If the Insurance Type is related to insurance you can check/uncheck the new check box. If unchecked you can select the Claim Adjustment Codes.
If the discount is not applied to the charge in Charge Entry, then in Payment Entry / Import 835 (Primary Claims Only) if the Claim Adjustment Code entered in the denial code text box matches up with the CPT Code Referral Self Pay/Insurance Type Rates Setup the discount is calculated to be the Charge Amount - Insurance Type Amount.
The way the Claim Adjustment Code(s) are manually entered into Payment Entry is by an asterisk (*) in the denial code text box.
For Example:
“*96” will result in “96 - NON-COVERED CHG.”
“*1*96*2” will result in “1 - APPLIED TO DEDUCTIBLE | 96 - NON-COVERED CHG. | 2 - APPLIED TO COINSURANCE”
| Mark D. Baker |
| Oct 21 2011 | | |
| Claim Batch Report | Added Primary/Secondary/Tertiary and Corrected Claim information to the Claim Batch Report.
The corrected claim information is on a separate line and will only show when there is something to display. | Mark D. Baker |
| Oct 12 2011 | | |
| Patient Information | The "Last WW" will now show the last DOS based on the "Annual Visit CPT Code" checkbox in the CPT setup screen. | Mark D. Baker |
| Oct 7 2011 | | |
| Collections | A "Remarks" button was added to the Collection screen so the user does not have to go to the ledger to view the patient remarks and notes.
The button is highlighted in yellow if remarks exist for the patient selected. | Mark D. Baker |
| Oct 7 2011 | | |
| Collections | The "Agency" column was replaced with a "Last Patient Paid" column that shows the last patient paid date and the last patient paid amount.
When a patient is selected the collection agency still displays in the agency dropdown list. | Mark D. Baker |
| Oct 6 2011 | | |
| Patient Alerts | Three "Exclude OB Patients" checkboxes were added beside the "Don't Send Statements", "Don't Send Collection Letters", and the "Inhibits Patient Accounts (no appointments)" options.
The "Exclude OB Patients" checkboxes only show for OB/GYN practices and if the associated checkbox is checked. | Mark D. Baker |
| Oct 6 2011 | | |
| Collection Letters | A new custom setting called "Collections - Sort Collection Letters By Name Default (Y/N)?" was added.
If the custom setting is checked, then the "Sort Letters By Name" checkbox will be checked by default.
Collection Letters, Collection Letters Quick Report, View Non-Updated Collection Letters, and Re-Print Updated Collection Letters were all modified to add the option to print by patient name. | Mark D. Baker |
| Oct 5 2011 | | |
| Scheduler | A new checkbox option called "Annual Visit" was added to the Visit Type setup screen.
A new checkbox option called "Annual Visit CPT Code" was added to the CPT Code setup screen.
A new option called "Number Of Days Between Annual Visits" was added to the Insurance Carrier setup screen.
In the scheduler based on the patient's insurance, visit type, and has had an "Annual Visit CPT Code" within the past "Number Of Days Between Annual Visits", then a warning message will be displayed.
Example warning message:
"This patient's last annual visit (G0101) was on 12/4/2010. Please advise the patient that MEDICARE will not likely pay for this annual visit because it is within 365 days of the last annual visit. Press the Book button again to confirm the appointment or the Cancel button to cancel the appointment." | Mark D. Baker |
| Oct 3 2011 | | |
| Scheduler | Appointment New Patient warning for any patient that has not been in the office within 36 months.
If you are trying to add an appointment for this patient you will receive the message "No Patient Activity Within 36 Months. May Need To Be Set As A New Patient!".
This same check will show on the Charge Entry error transaction report as a warning.
The 36 months is customizable through a custom setting called "Schedule - Number Of Months For New Patient Warning".
This will allow for more revenue for the NP visit as apposed to an EP visit. | Mark D. Baker |
| Sep 12 2011 | | |
| Insurance Claims | In the Insurance Carrier Setup screen a new checkbox option called "Stop Claim Submission" was added.
If checked the claims will still process throughout the system, but they will not be submitted to the clearing house until the checkbox is unchecked. | Mark D. Baker |
| Sep 12 2011 | | |
| Insurance Claims | If the custom setting "Send Paper Claims Electronically" is set to "Y", then a new checkbox option called "Send Paper Electronically" will appear in the Insurace Carrier Setup screen.
If the "Send Paper Electronically" is checked, then the paper claim will be sent electronically to the clearing house. | Mark D. Baker |
| Sep 8 2011 | | |
| Reminders | A transfer option was added to the reminders screen that allows you to transfer one or all of your reminders to another user. Also modified users setup to not allow a user to be deleted if they have current reminders. | Mark D. Baker |
| Sep 8 2011 | | |
| Reminders Report | New Report
Options include:
User
Reminder Date Range
Patient Number
Show Insurance Related Only | Mark D. Baker |
| Aug 31 2011 | | |
| Collector Production Report | Added new option called "Use Reminders To Calculate Patient Paid Amounts". Default is checked and the report will run as normal. If unchecked, the report will go strictly off the date the patient was assigned the collector and show the patient payments since then. | Mark D. Baker |
| Aug 16 2011 | | |
| Eligibility Benefits Report | Re-wrote the report to allow the users to select which benefits they want to see on their report. | Mark D. Baker |
| Aug 16 2011 | | |
| Eligibility Benefits | Added a "Get Benefits" button to the Benefits section of patient information.
When selected it automatically retrieves eligibility benefit information from the clearing house and places it into the free textbox field and updates the verification fields.
After the benefits are retrieved, a "Benefits Report" button will appear. This report also displays the benefit information retreived. | Mark D. Baker |
| Aug 16 2011 | | |
| EOM A/R Production Report | Added >=, >, <=, <, and = options to the Amount Limit option. | Mark D. Baker |
| Aug 8 2011 | | |
| Referral Insurance Type Amounts | The Referral Self Pay screen is now a combination of Self Pay and Insurance Type amount setups.
If the patient's referral and primary insurance type has an amount setup for it, then it will default the normal charge amount and discount off the difference. | Mark D. Baker |
| Aug 3 2011 | | |
| Schedulke Setup | Added the ability to put in a date range when blocking a time range. | Mark D. Baker |
| Jul 20 2011 | | |
| CPT Codes | A new option called "Global Surgical Days" has been added.
This is number of days since a surgery where you can't charge the insurance company any more visits unless the visit does not concern the recent surgery.
If a charge you are posting is within the number of days of a previous surgery that was posted, then the charge will show on the Charge Transaction Error Report as a warning.
Example: On 7/1/2011 a patient had a surgery in which the surgical CPT Code has a global surgical days of "90", and a charge is being made in a panel (any charge) today (which is within the 90 day period), the Charge Transaction Error Report would list the patient with a warning message. | Mark D. Baker |
| Jul 13 2011 | | |
| Daily Balance Panel | The 835 EOB File Name has been added to the screen.
If the panel was created by an 835 file, then the file name will display beside the panel description.
Example: EOB File Name: 283-12377299.dat | Mark D. Baker |
| Jul 12 2011 | | |
| Collections | The collections list screen has been re-done to use a grid type interface with a horizontal scroll bar. | Mark D. Baker |
| Jun 28 2011 | | |
| Import 835 | A CPT option was added to allow the user to setup a claim adjustment code for a specific CPT code.
The specific CPT code setup would supersede the generic "All" CPT Codes setup. | Mark D. Baker |
| Jun 28 2011 | | |
| Import 835 | A checkbox option called "Import Adjustment Amount" was added to the Claim Adjustment Codes setup screen.
If unchecked, then the adjustment amount will be set to zero on the import. | Mark D. Baker |
| Jun 20 2011 | | |
| Appointments | The number of booked appointments has been added to the header beside the time box. | Mark D. Baker |
| Jun 17 2011 | | |
| ICD Production Report | Added a Detail option (default is checked) and a No Break By Location option. | Mark D. Baker |
| Jun 13 2011 | | |
| Import 835 | In the EOB FIle Restore section a search option was added. This will allow users to locate the 835 file they are looking for much easier. | Mark D. Baker |
| May 31 2011 | | |
| Claim Adjustment Code Discount Report | This is a new report that is located in the Import 835 screen.
Options include:
Import Date Range
Adjustment Code
The report will show any discounts applied to the selected adjustment code and date range. | Mark D. Baker |
| May 9 2011 | | |
| Unposted Encounters Report | An "Include Inactive Encounters" checkbox option was added (default is unchecked). | Mark D. Baker |
| May 5 2011 | | |
| Courtesy Discount | In Charge Entry, a checkbox called "Courtesy Discount" was added to the line item in the green section. If checked the charge will be tracked throughout the system and when an insurance payment is entered the charge will show on the transaction error report as a warning. Example warning: "Apply Courtesy Discount For Patient on CPT 99213" | Mark D. Baker |
| May 4 2011 | | |
| Schedule Setup | Moved things around to make more sense throughout the whole program. Also made some functionality a lot easier to use. | Jeff Luyet |
| May 4 2011 | | |
| Appointements | Under Remarks-> added a cancel button and a 'Patient Remarks' Title | Jeff Luyet |
| May 3 2011 | | |
| EOM Payers Reports | Added a Break By Insurance Category option. | Mark D. Baker |
| May 3 2011 | | |
| Insurance Carriers Requiring LMP For CPT Codes | In the CPT Code Setup screen a button called "LMP Ins" has been added. This allows the clients to associate insurance carriers to cpt codes where an LMP date is required by the insurance carrier. | Mark D. Baker |
| Apr 27 2011 | | |
| CCI Edits | Installed Correct Coding Initiative changes. This is based on a custom setting (Show CCI Edits) and the purchasing of the CCI edit software. | Mark D. Baker |
| Apr 26 2011 | | |
| 835 Import | On the EOB File Restore section of the 835 screen, it now lists the files like on the Available EOBs.
Now clients can see the file date, file name, insurance carrier name, and the list of checks and amounts.
This should help them to know exactly which file they are restoring before they restore it. | Mark D. Baker |
| Apr 22 2011 | | |
| Compensation Caclulation Report | This is a new report under the Administration section.
Options are Provider and Business Date Range.
Based on the providers selected, the class O and G gross non-corrected charges are shown. All other gross non-corrected charges are shown under a Misc label.
Percentages are show for each item.
This report can help with the payment of providers based on their work load. | Mark D. Baker |
| Apr 14 2011 | | |
| CPT Net Production Report | The full remaining balance will show regardless if the user chooses to show payments, discounts, or adjustments. | Mark D. Baker |
| Apr 14 2011 | | |
| CPT Code Setup | Added a copy option to the Referral Panels For Patient Balance W/O | Mark D. Baker |
| Apr 12 2011 | | |
| User Production Report | This is a new report that will show Charge Entry production per user. Number of encounters entered count, charges entered count, and charge amounts entered show on the report. | Mark D. Baker |
| Apr 11 2011 | | |
| Import 835 Payments | Added the insurance carrier's name to the screen so clients can tell where the payment came from without importing the file. | Mark D. Baker |
| Apr 8 2011 | | |
| CPT Code Report | A "Show Only Compensation Allocation Charges" option was added. | Mark D. Baker |
| Apr 7 2011 | | |
| Payment Entry | For Patient Payments, an Auto Pay option has been added. When the payment amount is entered in the header and the Auto Pay button is pressed, the payments will be automatically applied to the charges with a remaining balance. | Mark D. Baker |
| Apr 5 2011 | | |
| Patient Insurance Coverage | An Office Visit checkbox option was added to the Pre-Authorization screen. If checked, it will keep up with only office visits (992 CPT codes). When the limit is reached a warning in appointments will be given. | Mark D. Baker |
| Apr 5 2011 | | |
| Patient Insurance Coverage | A Lab $ Limit option was added to the Pre-Authorization screen. A warning in appointments will be given when the patient reaches 80% of the Lab $ Limit. | Mark D. Baker |
| Mar 23 2011 | | |
| Adjustment Report | Show Provider Totals Charges and Show Provider Total Payments options were added. | Mark D. Baker |
| Mar 18 2011 | | |
| Compensation Allocation Report | This report has been modified to only look at the charges that have a zero balance remaining. | Mark D. Baker |
| Mar 17 2011 | | |
| Provider Totals Report | A Break By Month Report option was added to this report. 12 months is the maximum range that can be ran with this option. | Mark D. Baker |
| Mar 11 2011 | | |
| CPT Aging Report | New options added: DOS Range, Referral, Break By Referral, Detail, and Referral Summary Only. | Mark D. Baker |
| Mar 9 2011 | | |
| Patient Reconciliation Report | For the charges, instead of looking to the Ledger for the charges, we are now going back to the actual encounter.
This makes the report a lot more accurate since we are now matching up the encounter to the actual appointment slot. If the encounter cannot be found this way (like they created an encounter in Charge Entry), then it looks for an encounter for the appointment provider from two days prior to the appointment date up to the appointment date. If it cannot be found this way, then it looks for any encounter from two days prior to the appointment date up to the appointment date.
Encounter Matchup Hierarchy:
#1) Encounter created by appointment
#2) Encounter by appointment provider within the past 2 days of the appointment (including appointment date)
#3) Encounter within the past 2 days of the appointment (including appointment date)
A new column called “Not Update” was added to the report. If there is a “Y” in the column then the encounter has not been updated yet (“N” is not shown).
A new exception message has been added: “Encounter Found, No Charges”
So, now the possible exception messages are:
“No Encounter Found”
“Encounter Found, No Charges”
“Charge Provider Does Not Match” | Mark D. Baker |
| Mar 5 2011 | | |
| Days In Billing Report | This is a new report that tells you how long it takes to file the insurance from the DOS of the charge.
Options are Location, Provider, DOS Range, Include Zero Charge Amounts, Order By "Days In Billing" or "Days In A/R", and Detail. | Mark D. Baker |
| Mar 4 2011 | | |
| Compensation Allocation Report | Added a provider option to the report. | Mark D. Baker |
| Mar 3 2011 | | |
| CPT Codes/Charge Entry | NDC Quantity was added to the CPT Code Setup. This will default in Charge Entry with the reset of the NDC information. | Mark D. Baker |
| Mar 2 2011 | | |
| CPT Aging Report | A "Show Only Zero Remaining Charges" option was added to this report. | Mark D. Baker |
| Mar 1 2011 | | |
| OB TRacking Report | Two new options were added to this report. 1) Exclude Nurse Practitioners and Resources 2) Exclude OBPRE Amounts | Mark D. Baker |
| Mar 1 2011 | | |
| OB Tracking Report | Added options "Exclude Nurse Practitioners and Resources" (default checked) and "Exclude OBPRE Amounts" (default checked). | Mark D. Baker |
| Feb 25 2011 | | |
| Remarks Display Report | This is a new report that is located in the Patient Remark Display screen.
The report options are:
Patient# (Blank For All)
Date Range
Color Code (All Colors, None, Green, Yellow, Orange, or Red)
Blinking (Both, Yes, or No)
The report displays in remark display start date, patient name order. | Mark D. Baker |
| Feb 18 2011 | | |
| OB Tracking Report | New report.
Options are:
Location
Provider
DOS Date Range | Mark D. Baker |
| Feb 16 2011 | | |
| Letter Productivity Report | New report.
Options are:
Collection Letter (Default is All)
Letter Date Range
Detail | Mark D. Baker |
| Feb 10 2011 | | |
| Recalls | In the Recall Setup, there is a "Custom Setup" button to allow customized recall notice messages to be setup for a provider and recall code.
When the recalls are printed, it will substitute the recall notice message with the custom version based on the recall provider and recall code. | Mark D. Baker |
| Feb 4 2011 | | |
| Insurance Carrier Patient Coverage Report | A self pay option has been added to this report. | Mark D. Baker |
| Feb 4 2011 | | |
| Charge Entry | In Charge Entry when you enter a Beginning DOS, the units no longer calculate, but the date is stored in the Ledger. The units will now have to be manually entered. The date will be used in electronic insurance filing and the units will be sent as it was entered.
The Beginning DOS was added to the Charge Transaction Report and can be corrected through the Ledger. | Mark D. Baker |
| Feb 1 2011 | | |
| Collector Production Report | This is a new report that has been added to the Collections Setup/Letters screen.
Options for the report are Collector, Date Range, Show Active Reminders, and Detail.
The report will show the collection reminders by collector and the total patient paid amount since the patient was assigned to the collector. | Mark D. Baker |
| Jan 21 2011 | | |
| Charge Entry | NDC, Format, and Measure were added to the CPT Code Information screen. If the NDC information is setup, they will default in Charge Entry when the NDC button is selected. The user will still need to enter the NDC quantity.
The new CPT Code Information NDC fields were also added to the CPT Code Report and the CPT Code F2 Changes Trigger. | Mark D. Baker |
| Jan 19 2011 | | |
| Charge Entry | New custom setting: Default Last Date Of Service (Y/N)? | Mark D. Baker |
| Jan 12 2011 | | |
| Charge Entry | Added a CPT ICD Association setup to the CPT Code setup screen.
Based on the new custom setting "Charge Entry - Allow CPT ICD Associations (Y/N)?" a button called "ICD Assoc." will show up on the CPT Code screen.
A CPT Code can be tied to an insurance type and up to eight ICD codes.
Charge Entry and the Electronic Encounter Form has been modified to use this new custom setting. | Mark D. Baker |
| Jan 12 2011 | | |
| Custom Setting | Added a program option to make it easier to find custom settings for a particular program (Ex. Charge Entry). | Mark D. Baker |
| Jan 12 2011 | | |
| Charge Transaction Report | The patient's insurance (based on DOS) was added to the transaction line of the report.
If primary insurance was not found, then it looks for secondary. If secondary is not found, then it looks for tertiary. If no insurance is found then the message "** No Insurance **" is displayed. | Mark D. Baker |
| Jan 6 2011 | | |
| Referral Totals Report | Added a CPT option. | Mark D. Baker |
| Jan 5 2011 | | |
| Scheduler Multi-Search | When monitoring is turned off the selections will not get reset. This allows the user to change pages and re-monitor without having to make their selections all over again.
The page numbers were also modified to look like they do on the schedule so users can easily see what page they are currently viewing. | Mark D. Baker |
| Jan 4 2011 | | |
| Schedule | Added an "Arrived" button beside the "Set Time" button.
When selected, the appointment will set the time-in and blink green. If the "Arrived" button is pressed again, then time-in will be removed and the row color will return to normal. After the "Arrived" button is pressed the first time and then the "Set Time' button is pressed, it will re-time stamp the time-in and make the color row to non-blinking green.
The "Arrived" button will show or not show depending on the new custom setting of "Schedule - Use the Arrived Option (Y/N)?". The default is "N". | Mark D. Baker |
| Dec 21 2010 | | |
| Patient Information | For Patient Information security a new level called "Change Assign Benefits" has been added. If the user does not have a high enough security level (default is 9), then the Assign Benefits checkbox in the Patient Information Insurance Coverage screen will be disabled. The Assign Benefits checkbox is defaulted by a custom setting and should rarely be changed.
We also added three additional security levels in the Program Security screen. This gives us a total of nine security levels we can add to a program. | Mark D. Baker |
| Dec 2 2010 | | |
| Charge Entry | Charge Entry was modified to make the tracking of the cash amounts easier. It basically locks users from changing the cash amount and the only way to modify the amount is to void the cash receipt. | Mark D. Baker |
| Nov 20 2010 | | |
| Scheduler Multi-Search | Added the ability to reschedule multiple appointments. | Mark D. Baker |
| Nov 20 2010 | | |
| Schedule | A Waiting List system has been added to the Gyntek Appointment System.
When the appointment is being made and the patient requested an earlier appointment if a cancellation occurs, the user will check a Waiting List checkbox on the appointment line and then when booked it will automatically place the patients appointment info on a Waiting List screen along with the date, time, and user that booked the Waiting List request (seamless to the user).
Once a cancellation occurs, the user can select the open appointment slot, and then click on the “WL” button on the Scheduler screen which will open up the Waiting List screen and the “first come first serve patients” list will display with the appointment criteria of the open slot (correct Class so the appropriate time slot will be filled). The user then selects the Reschedule button and the system automatically moves that patient’s appointment from the future listing to the open slot. | Mark D. Baker |
| Nov 10 2010 | | |
| Patient Zip Code Report | Added the ability to print a list of any patients that have a total balance and do not have a zip code. | Mark D. Baker |
| Nov 6 2010 | | |
| Unposted Encounter Report | Added an “Encounters Not On A Panel” option. | Mark D. Baker |
| Nov 5 2010 | | |
| Unposted Encounters Report | Added "Total Checks" "Total Credit/Debit Cards", "Total Cash", "Total Money Orders", "Total EFT" to the bottom of the report. | Mark D. Baker |
| Nov 2 2010 | | |
| CPT Net Production Report | A Referral option has been added. | Mark D. Baker |
| Nov 1 2010 | | |
| Scheduler Custom Setting | New Custom Setting: Schedule - Number Of Seconds For Monitor Refresh.
Up to 999 seconds are allowed. The custom setting is used in both the Schedule and the Multi-Search. | Mark D. Baker |
| Nov 1 2010 | | |
| Scheduler Custom Setting | New Custom Setting: Schedule - Set Today To Current Hour.
When the Today button is selected, the page will be set to where the first slot is at least the current hour. | Mark D. Baker |
| Oct 26 2010 | | |
| Scheduler | If a specific date is selected in the calendar, then it goes straight to the Schedule view for that date. It used to just fill out the Date text box in the header and then you would have to press the Schedule button. | Mark D. Baker |
| Oct 6 2010 | | |
| Custom Setting | Recalls - Add Additional Recall Notes To Patient Remarks? (Y/N) Default is N | Mark D. Baker |
| Oct 2 2010 | | |
| 835 Import | A couple of changes were made to the 835 Import screen.
The “Show Deleted Files” button was removed. This allowed users to un-delete a file.
An “EOB File Restore” button was added. This will allow users to put any imported (.DDD) or deleted (.DEL) files back into the list of available EOBs.
When you reverse out a panel if there are no other panels associated to the 835 file then it will be automatically placed back into the list of available EOBs. This part did not change. | Mark D. Baker |
| Sep 28 2010 | | |
| Charge Entry Self Pay Rates | Custom Setting: Charge Entry - Allow Referral Self Pay Rates (Y/N) Default is "N"
If custom setting is set to "Y", then a button called "Referral Self Pay" will be available in CPT Setup. This will allow users to setup the Self Pay amounts based on referral and cpt codes. There is also a copy option to allow users to copy over a referral setup to another referral.
In Charge Entry, if the patient has no insurance (based on DOS) and the referral and cpt are setup in the Self Pay, then the Self Pay amount will default. If the cpt codes are part of an expanding code it will also default the Self Pay amount.
| Mark D. Baker |
| Sep 22 2010 | | |
| Patient Include | Added webportal online status. Check to see if a patient has an online status or not. | Brent Luyet |
| Sep 22 2010 | | |
| Recall Setup | Added send to webportal check box if you clinic has the patient webportal installed they can send lab results directly to the webportal. | Brent Luyet |
| Sep 22 2010 | | |
| Patient Information | If a zipcode is not found in the database it uses a webservice to suggest a state and zip for that zipcode if it can be found. | Travis Luyet |
| Sep 10 2010 | | |
| Patient Insurance Cards | Added "Swap" buttons to the Primary, Secondary, Tertiary, and Other images.
When you select a button it turns Red. Then you pick another button and it swaps the images.
| Mark D. Baker |
| Sep 10 2010 | | |
| Patient Exporter | A new report called "Patient Exporter" has been added. The default security setting is "9".
Patient Information fields are selectable in the order that you want to be on your Excel spreadsheet.
Options are:
Location (if custom setting is set)
Provider
Show Only Patients With E-Mail Addresses (checkbox)
Include Header Labels (checkbox) | Mark D. Baker |
| Sep 2 2010 | | |
| Custom Setting | New custom setting: Schedule - Number Of Days In The Past To Allow Appointment Changes
Default is “0”.
| Mark D. Baker |
| Sep 2 2010 | | |
| Refunds/NSF Report | Added "Deleted/Void Refunds on/after QB Export" amount to the report. | Mark D. Baker |
| Aug 19 2010 | | |
| Patient Quick List Report | Added an “Include Due Date For OB Patients” checkbox option to this report.
If checked, the patient’s EDD date will show under the patient on the report (Ex: EDD: 4/12/2011). | Mark D. Baker |
| Aug 19 2010 | | |
| EDD Report | The calendars on the EDD Report have been removed and you are no longer forced to enter in a date range.
| Mark D. Baker |
| Aug 18 2010 | | |
| EOM Payers Report | A "Payers Category" option has been added to this report.
| Mark D. Baker |
| Aug 17 2010 | | |
| CPT Code Report | A "Break By Category" option was added to the CPT Code Report that is accessible on the CPT Code setup screen.
| Mark D. Baker |
| Aug 13 2010 | | |
| Refunds Report | On the Refunds Report we have changed the “Minimum Refund Limit” to “Refund Amount Range”.
Clients can now run the report based on a refund amount range. The lower amount defaults to “$0.01” and the upper amount defaults as nothing. If nothing is used as the upper amount, then it means there is no limit to the upper amount range.
| Mark D. Baker |
| Aug 6 2010 | | |
| Referral Information | The "CMS-1500" checkbox was rename "Do Not Use For Filing".
When checked, the paper and e-claims filing process (warning audits and filing) will ignore this referral when associated to the patient.
| Mark D. Baker |
| Aug 6 2010 | | |
| EOM Payers Report | An “Aged By” option has been added to the EOM Payers Report.
Options are:
<30
>30
>60
>90
>120
All Aged Days | Mark D. Baker |
| Jul 26 2010 | | |
| Insurance Address Default | We have added an Insurance Address Default option (checkbox) in the Insurance Carriers Address setup screen.
When checked it will default that address in the Patient Information Insurance setup screen.
There are checks in the Insurance Carriers Address setup screen to prevent more than one default per Insurance Carrier, Category, and Sub-Category.
This new option has been added to the F2 changes screen and the Insurance Carriers Report. | Mark D. Baker |
| Jul 23 2010 | | |
| Print Recalls | A new button has been added called “Re-Print Updated Recalls”.
If selected, you will be prompted with the question: “Re-Send E-Mails On The Re-Print?” (Yes/No/Cancel)
It will then re-print the recalls based on the options that were selected on the screen.
On re-prints, nothing is updated (patient remarks, procedure tracking, etc…) | Mark D. Baker |
| Jul 22 2010 | | |
| Mail Group | A Mail Group Report has been added to the Mail Group setup screen. It lists the mail group information and also what users are in the mail group.
A label has also been added to the Mail Group setup screen that will display the users that are in the mail group when one is selected on the screen. | Mark D. Baker |
| Jul 22 2010 | | |
| Insurance Pre-Authorization | In Patient Information Insurance Coverage we have added an “Insurance” option in the Pre-Authorization section.
This will allow Pre-Authorization to be setup based on the insurance coverage instead of a referral or a specific cpt code.
Appointments have been modified to include the new Insurance option when booking appointments and checking for Pre-Authorization messages.
E-Claims have been modified to include the new Insurance option. | Mark D. Baker |
| Jul 22 2010 | | |
| Re-Print Updated Collection Letters | We have added a “Re-Print Updated Letters” button to the Print Collection Letters screen.
Options are:
Printed Date
Collection Letter
Provider
This will allow users to re-print collection letters after they have updated them. | Mark D. Baker |
| Jul 21 2010 | | |
| Program Security Levels | The Program Security Levels from Practice Setup has been moved to the Users screen. Also in the Users screen the “Program Security” button has been renamed to “Custom Program Security”. | Mark D. Baker |
| Jul 20 2010 | | |
| Schedule Setup Audit Report | An “Appointment Date” option has been added to this report.
When clients used the “Beginning / Ending Change Date” to search for something for a specific appointment day they had to put in a large date range (unless they remembered exactly what date the changes were made) and search though the results to find something.
This option will allow them to see what was done to a specific appointment day.
To best use this new option leave the “Beginning / Ending Change Date” options blank. | Mark D. Baker |
| Jul 19 2010 | | |
| Claim Warning Audits | The claim warning audits have been modified to check the following:
Provider NPI is required
Referral NPI is required (if referral is used)
The referral NPI is checked based on the hierarchal criteria used when processing claims:
1) Insurance Pre-Authorization Referral
2) Patient Include Referral
3) Regular Provider as Referral (based on custom setting)
| Mark D. Baker |
| Jul 15 2010 | | |
| Insurance Carriers Setup | A “Send Corrected Claim As” option has been added to the Insurance Carriers Setup screen.
The valid options are:
Nothing (default)
Original (1)
Corrected (6)
Replacement (7)
Voided (8)
This will allow clients to send corrected claims to Medicare as an original claim instead of a replacement claim (which is the default if nothing is setup in the Insurance Carriers Setup screen).
The Insurance Carriers Report has been modified to show this new option and the F2 change option will show any changes to this option. | Mark D. Baker |
| Jul 8 2010 | | |
| Reminder | Added the ability to do recurring reminders. | Travis Luyet |
| Jun 21 2010 | | |
| Reason For Visit Appointment Report | A "Break By Appointment Date" option was added.
| Mark D. Baker |
| Jun 10 2010 | | |
| Patient Reconciliation Report | This is a new report.
Options include:
Location (if custom setting for reports by location is "Y")
Provider
Beginning Appointment Date
Ending Appointment Date
Show Exceptions Only (default is checked)
The report is broken by location (is applicable) and provider and is in appointment date/time order.
The purpose of this report is to show checked-in appointments where there were no charges posted on that day for the patient or if the charges that were posted were to a different provider (resources are the exception). | Mark D. Baker |
| Jun 8 2010 | | |
| Chart Labels | A new checkbox has been added to the Users setup screen called "Prompt Chart Label SSN".
If checked, then when the user prints a chart label a pop-up question will ask "Print SSN On Chart Label?" There are Yes and No radio buttons for them to select. | Mark D. Baker |
| Jun 3 2010 | | |
| Encounter Forms | All Encounter Forms and Facesheets have been changed to not use deceased responsible party information. | Mark D. Baker |
| Jun 3 2010 | | |
| Patient Information | 1) In Patient Information when the patient deceased checkbox is checked it will now check for future appointments. If future appointments exist, then a message will be displayed and the user will not be allowed to mark the patient as deceased.
Example message: "This Patient Has A Future Appointment On 6/4/2010. Patient Cannot Be Marked As Deceased Until Future Appointments Are Removed."
2) In Patient Information when the responsible party deceased checkbox is checked it will now check to see if it is being used on any current insurance coverage as an insured name. If a coverage is found, then a message will be displayed and the user will not be allowed to mark the responsible party as deceased.
Example message: "This Responsible Party Is Being Used As An Insured Name On A Current Insurance Coverage For BCBS. Responsible Party Cannot Be Marked As Deceased Until Insured Name Is Removed." | Mark D. Baker |
| Jun 2 2010 | | |
| E-Mail Report | Re-Wrote the E-Mail Report to use Crystal Reports. Made the report show actual user names as well as the user id’s. | Mark D. Baker |
| Jun 1 2010 | | |
| Email Program | Added Inbox, New Mail and sent link to the mail program. This will now let people have the ability to track what mail's they sent. | Travis Luyet |
| May 25 2010 | | |
| CPT Aging Report | The new report is called CPT Aging Report.
Options are:
CPT Code (Multiple Selections Allowed)
Patient Age Range
Insurance Category (Default is all)
Responsible Entity (Default is Patient)
The report breaks by Insurance Category and is in Patient Name order. Only charges with a balance due <> 0 will be shown.
Information on the report:
Patient#
Patient Name
Patient DOB and Age
DOS
CPT Code and Description
Due From
Charge Amount
Insurance Paid Amount
Patient Paid Amount
Discount Amount
Adjustment Amount
Remaining Amount | Mark D. Baker |
| May 18 2010 | | |
| Labels | now when you print lables on the Daily schedule if you have the SSNum box unchecked it will not put the ssnumber on the lables for the chart. | Brent Luyet |
| May 12 2010 | | |
| Practice Management Web Portal | Finished up finnal changes on web portal. its ready to test again. | Brent Luyet |
| Apr 30 2010 | | |
| Insurance Carriers Report | A new checkbox option called "Name and Address Report" was added. If this is checked, then a simple one line Crystal Report is produced that gives the insurance access, name, address line 1, address line 2, city, state, and zip code. | Mark D. Baker |
| Apr 19 2010 | | |
| Daily Balance Panel | Added a "Payment Method" sort option to the Combined Transaction report. | Mark D. Baker |
| Apr 19 2010 | | |
| Insurance Carriers | In the Insurance Carrier Setup when the Assign Benefits is changed and the Save button is pressed, the following question will now be asked (BSBS-00230 is just an example):
“Do You Want To Update ALL BCBS-00230 Patient Insurance Coverages With The Assign Benefits?”
Yes or No radio buttons will be shown.
If Yes is selected, one of the following alert messages will be shown:
“Are You Sure? This Will Automatically Update ALL Patient Insurance Coverages With The Insurance Access BSBC-00230 With Assign Benefits Set To Yes. Press the ’YES’ button again to continue or the ’NO’ button to not update the patients.”
OR
“Are You Sure? This Will Automatically Update ALL Patient Insurance Coverages With The Insurance Access BSBC-00230 With Assign Benefits Set To No. Press the ’YES’ button again to continue or the ’NO’ button to not update the patients.”
If Yes is selected again, then all patient insurance coverages will be updated with the new assign benefits selected.
If No is selected, then no patient insurance coverages will change. | Mark D. Baker |
| Apr 16 2010 | | |
| Late E-Claim Report | The following option was added to the Insurance Category setup screen:
“Number Of Days For E-Claim Payment To Be Received:”
If this insurance category is tied to an insurance carrier, then the Late E-Claim Report will use the category setup number of days instead of the generic number of days that is setup in the Late E-Claim Report screen.
This will give the Late E-Claim Report more flexibility and allow them to account for slower payers. | Mark D. Baker |
| Apr 14 2010 | | |
| Referral Reports | Both Referral Reports on the referral setup screen have been re-written to use Crystal Reports and the HICFA wording has been changed to CMS-1500. | Mark D. Baker |
| Apr 14 2010 | | |
| Insurance Totals Repor | An “Allowed Amount” column has been added to this report. | Mark D. Baker |
| Apr 9 2010 | | |
| Appointment Multi-Search | A checkbox was added in the header by the location dropdown list called "POS". When checked a POS column is added to the appointment grids. Because the POS takes up so much space (it is a free text 200 character field), users might see some wrapping issues and they will only be able to fully see the first three grids.
| Mark D. Baker |
| Apr 1 2010 | | |
| Schedule Multi-Search | Added provider colors to all provider dropdown lists. | Mark D. Baker |
| Mar 25 2010 | | |
| Schedule - Custom Setting | New custom setting called "Schedule - Check Patient In and Out For Provider And Resource Simultaneously (Y/N)?" Default is "N" | Mark D. Baker |
| Mar 22 2010 | | |
| EOM A/R Report | Added Limit Amount option. | Mark D. Baker |
| Mar 22 2010 | | |
| Login Screen and Users Setup | In the Users setup, the "All Locations" option now reads "All Locations and Prompt" and a new option called "All Locations and No Prompt" has been added. | Mark D. Baker |
| Mar 19 2010 | | |
| Custom Setting | New custom setting: Charge Entry - Default All ICD Codes In Transaction Line (Y/N)? Default is "N". | Mark D. Baker |
| Mar 15 2010 | | |
| Insurance Carrier Report | This report has been re-written to use Crystal Reports.
The Crossovers, Lab CPT’s, Comments, and Require Lab fields will not show all of their information.
A “Show Crossovers Only” option was also added. | Mark D. Baker |
| Mar 12 2010 | | |
| CPT Code setup | This has been done and will go out in the next update.
A "Medicare Limited Amount" field has been added to the CPT Code setup.
When entering charges in Charge Entry if the patient has a Medicare type primary insurance coverage and there is an Medicare Limited Amount setup for the CPT code, then that amount will default instead of the regular default amount.
The CPT Code report and F2 changes also reflect this new "Medicare Limited Amount" field.
| Mark D. Baker |
| Mar 11 2010 | | |
| Appointment Security | A new security level called "Select Appt Time Slot" has been added. The security was set to the same security as the "Select/Edit Appt Time Slot" security and the "Select/Edit Appt Time Slot" level was renamed to "Edit Appt Time Slot". | Mark D. Baker |
| Mar 11 2010 | | |
| Insurance Carrier Patient Coverage Report | "Include Alerts" and "Exclude Alerts" options were added to the report.
| Mark D. Baker |
| Mar 9 2010 | | |
| Schedule Audit Report | This eport has been re-written to use Crystal Reports and the 1/1/1900 dates will no longer show on the report. | Mark D. Baker |
| Mar 1 2010 | | |
| Scheduler | Clicking the Date label will now clear they date in the date textbox. | Brent Luyet |
| Mar 1 2010 | | |
| Scheduler | Clicking the Tiime Label will clear out the time in the time text box | Brent Luyet |
| Mar 1 2010 | | |
| Ledger Net Production Report | A new check box option called "Use Posting Date Instead of Business Date" has been added.
| Mark D. Baker |
| Feb 23 2010 | | |
| Procedure Tracking Reports | The Procedure Tracking Past Due Appointment Follow-Up Report and Procedure Tracking Past Due Results Report has been re-written to use Crystal Reports.
Three Radio Button options have been added to the Procedure Tracking Past Due Appointment Follow-Up Report:
Exclude Recall Tracking (Default)
Include Recall Tracking
Recall Tracking Only
| Mark D. Baker |
| Feb 22 2010 | | |
| Recall Tracking | Added a "Recall Tracking Days" option to the recall setup screen.
This will track recalls (like an appt tracking without a cpt code) to make sure the patient returns after the recall was printed and updated. | Mark D. Baker |
| Feb 19 2010 | | |
| Claim Refiles | The original claim# is now being defaulted on corrected claims. | Mark D. Baker |
| Feb 19 2010 | | |
| Multi Provider Delivery Report | New report. This report gives charges that have multiple providers (like the charge is one provider and a payment is a different provider).
This scenario will only happen in our software when the custom setting “Use Delivery Provider When Automatically Moving OBPRE Payments” is set to “N”.
| Mark D. Baker |
| Feb 18 2010 | | |
| Appt By Insurance | This report has been re-written to make it run much faster.
A Patient Class option was also added.
| Mark D. Baker |
| Feb 16 2010 | | |
| Late E-Payments Report | The report will now show in patient name order (still broken by insurance carrier) instead of patient# order.
The report will not show any charges where the charge DOS does not fall within the insurance coverage dates or if the insurance coverage was deleted.
| Mark D. Baker |
| Feb 15 2010 | | |
| Claim Refiles Report | This report has been re-written to use Crystal Reports. It was using HTML (very old report).
The button on the claim refile screen was changed to read “Refiles Report”.
| Mark D. Baker |
| Feb 12 2010 | | |
| EOM Accounts Receivables Report | On the detailed version, the insurance carrier’s name was added the right of the duefrom. | Mark D. Baker |
| Jan 28 2010 | | |
| Daily Summary for Claim Submission Report | The following was options were added:
Include Crossovers checkbox (default is not checked)
Show Not Sent Batches Only checkbox (default is not checked)
Beside the batch# on the report a message of "*** BATCH WAS NOT SENT ***" or "Batch was Sent" was added | Mark D. Baker |
| Jan 26 2010 | | |
| Referral Payer Report | Modified report to include self pay amounts.
A “Self Pay” option was added to the Insurance Carrier dropdown list in case they want to only see the self pay amounts. When “All Insurance Carriers” are selected the Self Pay will be the first one in the list for the referral.
| Mark D. Baker |
| Jan 26 2010 | | |
| Import 835 | We added a checkbox to the Import 835 screen beside the “Panel To Show Errors” dropdown list called “Show Posted Panels”. It defaults unchecked so they will only see errors on panels that have not been posted yet. If checked it will include posted panels. | Mark D. Baker |
| Jan 26 2010 | | |
| Daily Balancing | On the Daily Balance Update screen we added a “Edit Notes” button.
When pressed the cursor will go to the “Daily Balancing Notes” box and allow them to modify the notes. Just like it does on current updates, the notes are saved by tabbing out of the notes box.
A new security level was added called “Edit Notes” and the default is 9.
The “Edit Notes” button will only show if you select a previous update and have the proper security.
This will give the client the ability to totally control their Daily Balancing Notes. | Mark D. Baker |
| Jan 21 2010 | | |
| Charge Transaction Report | Items added to the report: Remarks, Hospital Name, Hospital From Date, Hospital To Date, LMP Date, and ICU (Cardio Clinics Only). | Mark D. Baker |
| Jan 21 2010 | | |
| Refund Report | A Provider selection was added as well as the Break By Provider and Minimum Refund Limit options.
The report was re-written to print using Crystal Reports and the SQL was re-written to make the report run much faster.
| Mark D. Baker |
| Jan 20 2010 | | |
| Insurance Carriers Reports | Added "Include Inhibited" option. | Mark D. Baker |
| Jan 19 2010 | | |
| Patient Quick List Report | Made it to show only two columns and added patient DOB. | Mark D. Baker |
| Jan 12 2010 | | |
| Patient Remarks Report | A "Date/Time Order" option was added with three radio button options:
1) New to Old
2) Old to New
3) None (Patient# Order)
The default id the third option
| Mark D. Baker |
| Jan 12 2010 | | |
| Patient Remarks Report | adding a "Date/Time Order" option and gave three radio button options: 1) New to Old 2) Old to New 3) None (Patient# Order) The default id the third option | Brent Luyet |
| Jan 12 2010 | | |
| UnPosted Encounter Report | The header payment amount was added and the empty transaction line was removed. | Brent Luyet |
| Jan 4 2010 | | |
| Accounts Receivable Report | Added a Break By Production option. | Mark D. Baker |
| Dec 28 2009 | | |
| Import 835 | We have added two new buttons to the Import 835 screen.
The first is called “Manually Retrieve Files”. When this button is pressed the following will happen:
1) It will check for the claims.lck file to make sure claims are not being currently processed. If the claims.lck file exists the user will get the following message: “Claims Are Currently Being Processed. Try Again Later.“
2) If the claims are not being processed, we create the sendclaims.ftp file on their system. When this file is present their clearing house script will be run to retrieve any files sitting at the clearing house. The user will get the following message: “Any New 835 Files Will Show In About 5 Minutes. The Screen Will Need Refreshing (Refresh Button Available).“
If they press the button again and the clearing house script has not yet run they will get the following message: “Manual Retrieval Has Already Been Initiated. Any New 835 Files Will Show In About 5 Minutes. The Screen Will Need Refreshing (Refresh Button Available).“
The second button is called “Refresh Screen”. When this button is pressed the screen will refresh and show any new 835 files it pulled from their clearing house. | Mark D. Baker |
| Dec 28 2009 | | |
| Unposted Encounter Report | Add new sort: Pay Type. | Brent Luyet |
| Dec 21 2009 | | |
| Multi Search | New Custom Setting: Schedule - Allow Multi-Search Class Override (Y/N)? Default is Y | Mark D. Baker |
| Dec 11 2009 | | |
| Charge Entry | When you click the "Add Charge" Button it addes a charge and automaticly puts you in the cpt column of the new charge line. | Brent Luyet |
| Dec 11 2009 | | |
| Claims | Added “Batch Electability” button to claims page. This will allow clinics with Avality to check their patients benefits before they come in to the office | Brent Luyet |
| Dec 8 2009 | | |
| Patient Information | For single provider clinics, the provider will now default when adding patients. | Mark D. Baker |
| Dec 2 2009 | | |
| Claim Batch Report | A “Show Crossovers Only” option was added to ths report. | Mark D. Baker |
| Dec 1 2009 | | |
| CPT Net Production Report | A “Charge Amount” option has been added to the CPT Net Production Report. This allows users to look for a specific charge amount that was posted to the ledger. | Mark D. Baker |
| Nov 30 2009 | | |
| Daily Summary Report/Batch Claim Report/Refiles | Added a "*" to the claim batch# on the Daily Summary Report, Batch Claim Report, and the refile screen so users can tell which insurance has crossed over insurance setup. | Mark D. Baker |
| Nov 20 2009 | | |
| 835 Import | A new option has been added to the 835 Import Setup screen called "Place Allowable Amount Differences On Error Report". | Mark D. Baker |
| Nov 16 2009 | | |
| Claim Refiles | A new checkbox option called “Change Due From On Ledger” has been added to the claim refile screen.
If checked (default is not checked) then the due from on the ledger will be changed to the refiled claim insurance type (PR/SE/TR).
| Mark D. Baker |
| Nov 10 2009 | | |
| Charge Entry | New security level called "Allow New Encounter" option was added. The default is 5. | Mark D. Baker |
| Nov 9 2009 | | |
| Patient Zip Code Report | Added Provider option. | Mark D. Baker |
| Oct 30 2009 | | |
| E-Claim Audits Viewer | Modified it to automatically move any audits older than three months to a folder called “AuditBackup” (in the ELECTS directory).
Added a checkbox (default unchecked) called “Include Audits Older Than Three Months” to the screen to allow the clients to view these older audits.
| Mark D. Baker |
| Oct 22 2009 | | |
| Charge Entry and Payment Entry | When a button is pressed on the line item, the buttons will disappear momentarily to stop the button from being pressed more than once. | Mark D. Baker |
| Oct 20 2009 | | |
| Referral Payer Report | New report. Options include:
Location (Based on custom setting and Default All)
Referral (Default All) Insurance Carrier (Default All)
Business Date Range (default MTD)
Include Items With No Referral (checkbox - default is not checked)
The report breaks by referral and by location (unless location is not an option or the no break by location option is selected). Subtotals are by location and referral and has grand totals.
| Mark D. Baker |
| Oct 19 2009 | | |
| Lab Panel Report | New report that will give you the count, charges, patient payments, insurance payments, discounts, and adjustments for cpt panels. | Mark D. Baker |
| Oct 14 2009 | | |
| Custom Setting | New custom setting called "Patient Info - Manditory Referring Provider", Default is [N] and a setting of [Y] will not allow a new patient to be added without a referring provider in the patient include, or if they edit a patient they cannot save it without a referring provider in the patient include. Charges cannot be entered without a referring provider. | Mark D. Baker |
| Oct 7 2009 | | |
| Provider Setup | Added "Disable AY Function" option | Mark D. Baker |
| Oct 6 2009 | | |
| Late E-Claim Payments Report | A prompt called “Show Paid Charges Only” (default checked) has been added to the “Add/Remove Charges From The Report” section of the Late E-Claim Payments Report.
If unchecked you can add/remove charges from the Late E-Claim Payments Report where the charge has not been paid.
Also, when refilling a charge it will now automatically remove any previous refilling on the charge from the Late E-Claim Payments Report. | Mark D. Baker |
| Sep 11 2009 | | |
| Claims | Added seperate security level for processing claims. | Mark D. Baker |
| Sep 4 2009 | | |
| Patient N & A Report | Added Primary/Secondary option. | Mark D. Baker |
| Sep 1 2009 | | |
| Claim Adjustment Reason Codes | A Claim Adjustment Reason Codes Setup was added for inporting the 835 electronic payments. | Mark D. Baker |
| Sep 1 2009 | | |
| Claim Batch Report | An Electronic/Paper/Both option was added to this report. | Mark D. Baker |
| Aug 24 2009 | | |
| Panel Transaction Reports | All Panel Transaction Reportshave been re-written to display in Crystal Reports/PDF instead of HTML. | Mark D. Baker |
| Aug 24 2009 | | |
| Panel Acceptance | On the Auto Reconcile Insurance when the charge panel is accepted, the following will now happen:
-- On a zero amount charge where the " Allow filing if zero amount" in CPT Code setup is not checked, the charge will be marked to not file
-- On a zero amount charge where the " Allow filing if zero amount" in CPT Code setup is checked, the charge will be put through the auto reconcile like any other charge
| Mark D. Baker |
| Aug 20 2009 | | |
| Unposted Encounter Report | A new format has been added to the Unposted Encounter Report called "Simple".
Format: Detail, Non-Detail, Simple (Default is Simple)
| Mark D. Baker |
| Aug 19 2009 | | |
| Late E-Claim Payment Report | A new system defined alert has been added: ‘PE’ - PAST DUE E-CLAIM PAYMENT
If the patient has a reminder (in the future) with the ‘PE’ alert attached to it the patient will not show up on the Late E-Claim Payment Report. Once the reminder lapses, then the patient will show up on the report.
| Mark D. Baker |
| Aug 19 2009 | | |
| CPT Net Production Report | Two items were added to the CPT Net Production Report
1) Modifier dropdown list to allow the user to select a particular modifier
2) Non-Payments Only checkbox option to show only the charges without an insurance or patient payment on the charge
| Mark D. Baker |
| Aug 17 2009 | | |
| Unposted Encounters Report | This report has been totally re-written to run faster and display in Crystal Reports/PDF.
All payments (including payments on previous charges) attached to the encounter are now on the report.
Charge and payment amounts are subtotaled per encounter and grand totals are also on the report.
| Mark D. Baker |
| Aug 17 2009 | | |
| Ledger Summary By DOS Report | A checkbox option called “Date Range For Payment Instead Of DOS” has been added to the Ledger Summary By DOS Report that is on the PatLedgerDetail Report screen.
When checked it will pull the payments within the date range instead of the charges within the date range.
| Mark D. Baker |
| Aug 8 2009 | | |
| Charge Entry | Currently what happens when a zero charge is updated through the Daily Balance Update it does not file to insurance even if it marked to file (the only exception is if it was an initiate/terminate code).
A new option was added to the CPT Code Information called "Allow filing if zero amount".
If this option is checked for the CPT Code and the charge is marked to be filed in Charge Entry, then the charge will be filed.
Charge Entry was modified to default the Filed textbox on the transaction line correctly on a zero amount charge based on the new setting.
| Mark D. Baker |
| Jul 13 2009 | | |
| Fee List | The Fee List (under the Reports dropdown list) will be removed.
A new checkbox option called “Include Panel Codes” was added to the CPT Code Report (from the CPT Code screen). When checked it will show the panel codes for the expanding codes on the non-detail report. The detail report shows everything.
| Mark D. Baker |
| Jul 13 2009 | | |
| Patient Coverage Report | A new option called "Calculate on Provider Total Patients" has been added.
When checked the total patients will be calculated based on the provider’s patients instead of the total system patients. | Mark D. Baker |
| Jul 10 2009 | | |
| Schedule Template Report | There is a new button on the Schedule Setup screen call "Schedule Template Report" located beside the "Schedule Setup Audit" button.
Report options are:
Template (Defaults to All)
Provider (Based On Last Schedule Rebuild) (Defaults to All) Break Page After Template (Defaults Unchecked)
Class, Visit Type, Template Name, Time, and Location display on the report.
| Mark D. Baker |
| Jul 3 2009 | | |
| Late E-Claim Payments Report | This new report will let you know when payments from file e-claim charges are late.
The options on the report are:
Provider
Insurance Carrier
Include Paid Charges
Other one-time setup fields are:
Number Of Days For E-Claim Payment To Be Received (default is 30)
Number Of Days After E-Claim Payment Was Received To Automatically Remove From Report (default is 999)
There is also a way to Add/Remove Paid Charges From The Report by putting in a patient# and selecting the appropriate charge from the listbox.
The "Late E-Payments" button on the claim screen is will be green if there are no filed e-claim charges that have not received a payment within the "Number Of Days For E-Claim Payment To Be Received"
The "Late E-Payments" button on the claim screen is will be red if there are filed e-claim charges that have not received a payment within the "Number Of Days For E-Claim Payment To Be Received" | Mark D. Baker |
| Jun 29 2009 | | |
| Multi-Discounts Per CPT | A new report called Multi-Discounts Per CPT is available from the EOM Reports screen.
There is a sort by option on the report to allow you to sort by:
DOS Desc (Default)
DOS Asc
Patient#
CPT
| Mark D. Baker |
| Jun 19 2009 | | |
| Scheduler | A Blink option has been added to the appointment class setup screen.
If an appointment has a class setup to blink, then when the patient is checked in by the "Set Time" button the time slot row will blink
This signifies the patient is in the waiting area, but not yet seen by the physician.
Once the patient is called back to see the physician, the "Set Time" button is selected again to make the blinking stop.
When the patient is ready to be checked out, the "Set Time" button is selected again to turn the time slot red.
| Travis Luyet |
| Jun 16 2009 | | |
| Custom Setting | New custom setting for E-Claims:
Claims - Separate Lab and Mammo for Medicare Claims (Y/N)? (Default is "N") | Mark D. Baker |
| Jun 9 2009 | | |
| Custom Setting | Schedule - Override Class Based On Visit Type (Default "N")
When the AY button is used in the scheduler and the custom setting is set to "Y" and the visit type selected has a different class than the current appointment slot class, then the class will change and the row color will change according to the new class setup.
| Mark D. Baker |
| Jun 9 2009 | | |
| Print Recalls | The Print Recalls were modified to print the next appointment date within the recall message based on the following criteria:
1) The next appointment date is calculated by adding the Days After Recall For Appt Due to the recall send on or after date.
2) If the text !DATE! is located in the recall notice message, it will be replaced by the next appointment date.
The following label was added under the Recall Notice message in the Recall Setup screen:
(Enter !DATE! for Next Appointment Date Placement) | Mark D. Baker |
| May 21 2009 | | |
| Collection Letters | The following was changed to take into account the provider selected in the Collection Letters screen:
View Non-Updated Letters
Clear Non-Updated Letters
Update Letters
Don’t Send Collection Letters Report
Collection Letters Quick Report | Mark D. Baker |
| May 14 2009 | | |
| Appointments | If the date the user is trying to add/edit the appointment is older than the current date, they will receive the following alert message:
Add/Edit is not allowed. This appointment date is older than the current date. | Mark D. Baker |
| May 14 2009 | | |
| Charge Entry: Expanding CPT Codes | If the user inputs an expanding code in which the CPT codes in the expanding code already have a modifier setup, then the added modifiers will be appended.
Example: Expanding code URDOY has the modifier "TC" already attached to the CPT code in this expanding code, so in Charge Entry if you add the modifiers 26,80 in the MOD field and then back up and enter the URODY cpt code, the end result would be TC,26,80. | Mark D. Baker |
| May 6 2009 | | |
| Daily Balance Panel | New custom setting: Daily Balance Panel - Separate Errors From Transaction Reports (Y/N)?
If set to "Y", then they will see a "Print Errors" button beside the "Print Transactions" button. The "Accept" button will still automatically check for errors before accepting the panel. | Mark D. Baker |
| May 6 2009 | | |
| Patient Information | Anything that stopped the patient from being saved is now displayed as a windows alert message with an "Ok" button instead of in the information text box at the top of the screen.
| Mark D. Baker |
| May 4 2009 | | |
| Credit Charges Report | Added totals on the dollar amounts on this report | Mark D. Baker |
| May 4 2009 | | |
| Patient Ledger Detail Report | An "Exclude ICD Codes" checkbox was added. | Mark D. Baker |
| May 4 2009 | | |
| Batch Encounter Forms | A "Number of Days Since Last Visit To Print Facesheet" option was added. The last entered value will always default. | Mark D. Baker |
| May 4 2009 | | |
| Transaction Reports | At the bottom of all transaction reports the page number as added.
Example: "Page: 1 of 12" | Mark D. Baker |
| Apr 23 2009 | | |
| Daily Balance Panel | All transaction and transaction error reports now show the panel and it’s description on it’s own line in the header.
| Mark D. Baker |
| Apr 20 2009 | | |
| EOM A/R Report | An "Exclude Zero Balances" checkbox option was added to the right of the Responsible Entity options. The default is not checked.
When this option is checked, if a patient has some unapplied credits and the account is zero then this patient will not print on the report.
Example: In the ledger in the remaining mode, if a patient has a $10 balance on a charge and a ($10) credit on another charge, the patient balance is zero. This patient would not show on the report. | Mark D. Baker |
| Apr 14 2009 | | |
| Provider Transfers | New custom setting:
Administration - Allow Provider Transfers (Y/N)? | Mark D. Baker |
| Apr 6 2009 | | |
| Fee Analysis Report | This is a new report.
Options include:
Insurance Access
DOS Date Range
% of Fee Tolerance
The report is a single line report and displays:
CPT
CPT Description
Patient# (Of most recent patient with the highest InsPaid Amt)
DOS (Of most recent patient with the highest InsPaid Amt)
Charge Amt (from CPT Code Setup)
InsPaid Amt (highest InsPaid Amt found within the date range)
% (of InsPaid Amt to Charge Amt)
Insurance (access) | Mark D. Baker |
| Mar 25 2009 | | |
| Collections | New custom setting: Collections - Show No Collector (Y/N)? (default "N")
New security level for Collections: Show No Collector (defaulted to 5)
If the custom setting is set to "Y", two things will happen:
1) If the user has a high enough security, they will see a "No Collector" checkbox to the right of the Collector dropdownlist. If checked, then all of the "No Collector" or unassigned patients will be listed.
2) The "No Collector" or unassigned patients will not be listed for any of the users unless the "No Collector" checkbox is checked.
This gives the clinics the ability to limit the users that can see and assign the patients a collector. | Mark D. Baker |
| Mar 25 2009 | | |
| Collection Letters |
Added a provider option to the collection letters so each collector can print the letters for their provider when they are ready without waiting on other collectors to be ready to print all the letters. This is helpful when collectors are assigned a specific provider. | Mark D. Baker |
| Mar 24 2009 | | |
| Patient Inhibit | Whenever an alert is added that is marked as inhibit or the inhibit checkbox in Patient Controls is checked, the patient’s Annual recalls are made inactive and a patient remark is added reflecting what was done.
Custom setting: Patient Information - Remove Annual Recalls When Patient Inhibited (Y/N)? Default is "N" | Mark D. Baker |
| Mar 13 2009 | | |
| Patient Age Analysis Report | New report.
Options are as follows:
Location
Provider
Insurance Category
Insurance Access
Patient Age Range
Appointment Date Range
Zip Code and Order By Zip Code
Order By Patient Name or Patient Number
Break By Provider
Break By Location
The report shows:
Patient#
Patient Name
Patient Age
Appointment Visit Type and Description
Zip Code
Appointment Show (Yes/No)
Provider Name (If broken by provider)
Location Name (If broken by location)
Subtotals for Book and Show are given for providers and locations if the report is broken that way. Grand totals for Book and Show are on the report. | Mark D. Baker |
| Mar 11 2009 | | |
| Charge Entry/Daily Balance Panel | A new custom setting called "Charge Entry - Auto Reconcile Insurance" was added. If the setting is "Y" then it will match what is in Pat Info/Insurance tab to the charge ticket when the transaction report is printed or the panel is accepted in the Daily Balance Panel. | Mark D. Baker |
| Mar 10 2009 | | |
| On Hold Report | New report added to the system to find patients where statements or collection letters are on hold or stopped being sent.
Report options are:
ProviderLocationInclude Statement Holds (Patient Controls)
No Statements (Patient Controls)
Include No Statement Alerts
Include No Collection Letter Alerts
Break By Provider
Break By Location | Mark D. Baker |
| Mar 8 2009 | | |
| | Brent Luyet |
| Feb 25 2009 | | |
| CPT Net Production Report | Added a check box option for "Sort by Charge Amount (High to Low)". This can be used in conjunction with the "CPT Limit" option. | Mark D. Baker |
| Feb 24 2009 | | |
| Location inhibit | A location inhibit option was added to the location setup.
A location cannot be inhibited if a patient is assigned to that location.
Once inhibited, the following will not show that location in the dropdownlists:
Schedule
Multi-Search
Charge Entry
Login
Encounter Forms
User Setup
Patient Information
| Mark D. Baker |
| Feb 20 2009 | | |
| Prompt Pay Payment Fee Schedule | This is for patients that don’t have insurance, pay cash, and would receive a discounted charge amount
The specification are as follows:
1) CPT Code Information: A "Prompt Pay Default” amount has been added. This will be a dollar amount and will be used as a cash price that will be lower than the "Charge Default" fee for each CPT. On the CPT Code Report, a new option called “Show Only Prompt Pay Charges” has been added and the "Prompt Pay Default” amount has been added to the report.
2) Patient Information: A "Prompt Pay" check box has been added in the Patient Controls to the right of the "Discount" check box. If checked this field will trigger the use of the field in Charge Entry. This identifies the patient as a prompt pay patient that uses the "Prompt Pay" amount to give the patient a discount. A percentage does not have to be entered.
3) Charge Entry: A "Prompt Pay Now" checkbox has been added in the header which if checked will trigger the system to calculate the discount based off of the "Prompt Pay Default” amount in CPT Code Information and the percentage setup in Patient Information. If the "Prompt Pay Now" checkbox is not checked, the discount is the difference between the Charge Amount default and the Prompt Pay Amount default.
Example #1
Charge Amount: $20
Prompt Pay Default Amount: $10
Prompt Pay Discount Percentage (Patient Information): 10%
Prompt Pay Now checkbox: Not Checked
Results: $20 Charge Amount, $10 Discount Amount
Example #2
Charge Amount: $20
Prompt Pay Default Amount: $10
Prompt Pay Discount Percentage (Patient Information): 10%
Prompt Pay Now checkbox: Checked
Results: $20 Charge Amount, $11 Discount Amount
| Mark D. Baker |
| Feb 19 2009 | | |
| Practice Setup | An "EOM Close Date" option has been added to the Practice Setup screen.
When the EOM Close Date is set, no panel is allowed to be accepted that has a business date older than or equal to the EOM Close Date. | Mark D. Baker |
| Feb 16 2009 | | |
| Patient Ledger Detail Report | Added a CPT option to the report (not included on the Ledger Summary By DOS Report option). | Mark D. Baker |
| Feb 11 2009 | | |
| CPT Net Production Report | Added a check box for "Sort by CPT Frequency" and a text box for "CPT Limit" with a default of "All". Also added an option for "Production Class" | Mark D. Baker |
| Feb 10 2009 | | |
| View Daily Audit | We replaced the "Batch Number:" label to read "Text To Locate:" and removed the "Audit Locator" label.
The code was re-written to locate the text being search in any .txt, .997, or .ACK file on the system.
This way they can search for patient numbers, patient names, or anything else they want. | Mark D. Baker |
| Feb 2 2009 | | |
| Refiles | On all refiles done through the refile screen or filings done through the ledger, the payer responsible date of the charge will be set to the current date and the DI status of the patient will be evaluated for removal. | Mark D. Baker |
| Jan 29 2009 | | |
| Delivery Report | A "Break By Insurance Category" checkbox option has been added to the Delivery Report.
The report still breaks by provider. If the new checkbox is selected, the report will break by insurance category and give subtotals.
Also added was a percentage of the total deliveries. This percentage is shown on all subtotal lines and on the grand total. | Mark D. Baker |
| Jan 28 2009 | | |
| Ledger Corrections | The current patient number is now defaulted when a payment reassignment is done in ledger corrections. | Travis Luyet |
| Jan 27 2009 | | |
| Macro | Added a new Screen that will allow the user to setup a user defined macro inside the software (F4). This gives the ability to enter something like Ctrl+Alt+D to enter the preset user defined macro of "Deductible not met". | Travis Luyet |
| Jan 27 2009 | | |
| Claims | Both paper and e-claims are matched up for box29 to use the following hierarchy:
1) If "Include Medicare Box 29 SE TR" is checked in the Insurance Form Setup then the box29 dollar amount is the sum of all Non-Medicare insurance payments. No other amounts are included.
2) The box29 dollar amount is the sum of all insurance payments.
3) If the custom setting "Send Patient Paid Amount" is set to "Y", then all patient payments are added to the insurance payments in box29. | Mark D. Baker |
| Jan 26 2009 | | |
| CPT Code Setup | The CPT Code Setup has been modified to allow the same cpt code to be setup on a panel multiple times. | Mark D. Baker |
| Jan 22 2009 | | |
| Patient Coverage Report | A "Break By Category Instead of Insurance Carrier" checkbox option was added to the Patient Coverage Report. | Mark D. Baker |
| Jan 20 2009 | | |
| CPT Code Report | The CPT Code Report (the one in CPT Code Setup) has been re-written to make it match the screen options.
Options added to the report:
Show Only Lab Charges
Show Only Mammo Charges | Mark D. Baker |
| Jan 19 2009 | | |
| Mammo CPT Codes | The Clia/Mammo button in Practice Setup has been removed.
To send the clia# on a claim, check the "Lab Charge" checkbox in cpt code setup (this has been this way for quite a while).
To send the mammo# on a claim, check the "Mammo Charge" checkbox in cpt code setup (this is new).
No additional setup is required from the clients. A conversion of the mammo charges will be done for them. | Mark D. Baker |
| Jan 9 2009 | | |
| Claims Refile | On the refile screen, we added a "Void" checkbox.
Like the corrected claim checkbox, this void option is only available for individual claims (where a patient# was entered).
Like the corrected claim checkbox, when the void checkbox is selected an Original Claim Number must be entered.
Example of a voided claim:
CLM*12345-23590*65***11^^8*Y*A*Y*Y*B~
DTP*431*D8*20081222~
DTP*484*D8*20080417~
REF*F8*987654321~
The "8" indicated a voided claim and the "REF" segment gives the Original Claim Number.
This matches up to the example given us in the Claim Filing Guidelines For Voided Claims. | Mark D. Baker |
| Jan 7 2009 | | |
| Claim Refile | Added a "Reverse Refile" option to allow the user to reverse out a refile that was accidentally done. The reversal must take place prior to the processing of claims. | Mark D. Baker |
| Jan 6 2009 | | |
| Daily Schedule | Added a Social Secuity# option to the DailySchedule report. | Travis Luyet |
| Dec 24 2008 | | |
| Correction Report | A new option was added to the Correction Report called "Reflect Refund Business Date (Not Correction Business Date)"
This option will be made visible and default checked when the "Show Refunds Only" option is checked.
This will give the ability to show refund corrections made on the business date of the refund instead of the business date of the correction.
Example:
$10 Refund with a business date of 10/24/2008 was deleted on 12/12/2008
If "Reflect Refund Business Date (Not Correction Business Date)" is checked and a date range of 12/1/2008 - 12/31/2008 the $10 correction would not show
If "Reflect Refund Business Date (Not Correction Business Date)" is checked and a date range of 10/1/2008 - 10/31/2008 the $10 correction would show | Mark D. Baker |
| Dec 15 2008 | | |
| Claims | The following NDC changes were made.
Charge Entry: The Unit Price text box has been removed
Ledger Corrections: The user can now add in NDC Measure and Quantity
E-Claims: The Unit Price is now being pulled straight from the CPT Code Setup | Mark D. Baker |
| Dec 15 2008 | | |
| Daily Balance Panel | Added a "Processing" button to the "Save" option on the Daily Balance Panel setup screen. This should avoid the panel duplication. | Mark D. Baker |
| Dec 11 2008 | | |
| Daily Balance Panel | The screen defaults to only show the past 6 months panels in the "Previously Accepted Panels" dropdownlist.
An "Oldest Date To Show" textbox was added beside the dropdownlist in case clients want to see older panels. Whatever date is entered it will remain until the session is logged out, so if users jump from screen to screen the date they entered will be there when they return. | Mark D. Baker |
| Dec 4 2008 | | |
| Claims | A "Service Facility Location Name" textbox has been added to the Location screen.
If a "Service Facility Location Name" is setup, both e-claims and paper claims will use that field in the Box 32 Facility Name.
| Mark D. Baker |
| Dec 4 2008 | | |
| Claims | A "Service Facility Location Name" textbox has been added to the Location screen.
If a "Service Facility Location Name" is setup, both e-claims and paper claims will use that field in the Box 32 Facility Name. | Mark D. Baker |
| Dec 3 2008 | | |
| Claims | On Delivery or Termination Charges where the units are greater than one then the beginning date will be calculated based on the units and the units will be set to 1. | Mark D. Baker |
| Nov 25 2008 | | |
| Recalls | Two new options were added to the Recall Setup screen:
E-Mail Recall Only
E-Mail Recall and Print Recall
An E-Mail Setup button was added to the Recall Setup screen. The options for the e-mail must be setup prior to setting up recalls to be e-mailed.
E-mail recalls are formatted exactly like the paper recalls except the patient account number is not on the e-mail recalls.
If a patient does not have an e-mail address setup, the patient will get a printed recall. | Mark D. Baker |
| Oct 30 2008 | | |
| Scheduler | Added Provider button. If there is a patient in the patient include it will default the schedule to that provider. It also sets it to today’s date if there was no date entered in the header.
| Mark D. Baker |
| Oct 30 2008 | | |
| Scheduler | We added a "Call" button on the screen below where the other buttons are located.
If a slot is selected and the Call button is selected, the patient name cell on the row will change colors (BurlyWood - a type of brown) signifying they have called the patient. If the Call button is selected again the color will go away. | Mark D. Baker |
| Oct 28 2008 | | |
| Payment by DOS Report | Added a CPT and Insurance Carrier option. | Mark D. Baker |
| Oct 25 2008 | | |
| Claims | In the new insurance version we added a new button called "View Raw E-Files"to the Claims screen.
This will display a list of the electronic files sent out for the past 6 months in creation date order. The listbox displays the file name, insurance carrier, creation date, and number of claims.
The user would then just select a file and press the "View File" button to view the contents of the file | Mark D. Baker |
| Oct 7 2008 | | |
| Provider Totals Report | A "Comparison Business Begin Date" and "Comparison Business End Date" option has been added to the Provider Totals Report. | Mark D. Baker |
| Oct 3 2008 | | |
| Schedule Multi Search | New custom setting
Schedule - Default Ignore Location In Multi Search (Y/N)? (Default "N")
When set to "Y" the default location option in the Schedule Multi Search is set to "Ignore Location".
This is for clinics which has it’s resources location different than where the providers location. | Mark D. Baker |
| Sep 29 2008 | | |
| Insurance Carriers Setup | When you go to delete an insurance carrier address and patients are using this address in their insurance coverage, you will have the option to select another insurance address to substitute. | Mark D. Baker |
| Sep 29 2008 | | |
| Insurance Carriers | If the insurance carrier is inhibited, when you go to add a patient insurance coverage the carrier will not show in the dropdownlist.
If the insurance carrier is inhibited, when you go to edit a patient insurance coverage the carrier will not show in the dropdownlist unless the patient’s insurance coverage is the inhibited carrier. | Mark D. Baker |
| Sep 26 2008 | | |
| Patient Report | A "Next Visit Start/End Date" was added to this report. The "Last Visit Start/End Date" is pulled directly from a table in our system, but the next appt date (one shown in patient info) is a calculated date. | Mark D. Baker |
| Sep 23 2008 | | |
| Charge Entry | Added a new field in the CPT Code screen for "Modifier & % for Ins Type (only): " in which the modifier code and the % of increase or decrease would apply to the entry of this new field; all other patients that did not have the entered ins type would not default the modifier or the % in charge entry. Dawn does not want to be able to put in multiple ins types since this is caused by a new Medicare rule. When installed we will need to default this new field to "None" for all of the CPT codes and let them enter a spcecific ins type or "All". Rules: a specific ins type will yield a default mod and % (all other pat that do not have this specific ins type will yield NO default mod and NO %); "All" will yield the default mod and the %; "None" will yield the default mod and disregards the %. | Mark D. Baker |
| Sep 19 2008 | | |
| Corrections Report | A new checkbox option called "Show Refunds Only" has been added to the Corrections Report.
When checked, all the other checkboxes will be automatically selected accordingly and grayed out.
This will show the difference between the Provider Totals/Facility Production Report refunds and the Refund/NSF Report refunds. | Mark D. Baker |
| Sep 17 2008 | | |
| Ledger Net Production | New Report
Options include:
Location
Provider
Beginning Business Date
Ending Business Date
Break By Provider (checkbox)
Don’t Include Refunds (checkbox)
The totals the report provider are:
Charges
Insurance Payments
Patient Payments
Discounts
Adjustments
Remaining
| Mark D. Baker |
| Sep 16 2008 | | |
| Insurance Carriers | Crossover section was re-designed to display better. | Mark D. Baker |
| Sep 5 2008 | | |
| Encounter Forms | The patient insurance coverage information will now reflect based on the date of the appt or date entered (single forms from encounter forms screen). | Mark D. Baker |
| Sep 5 2008 | | |
| Unposted Encounters Report | When detail is No, sort option of Patient Name has been added and the payment type has been added to the report. | Mark D. Baker |
| Aug 11 2008 | | |
| Provider Listings | We standardized all of the Provider dropdownlists.
The format is:
Provider Access - Last Name, First Name Middle Name | Mark D. Baker |
| Aug 7 2008 | | |
| Patient Payment Entry | Added a "Clear Pmts" option (button) like Charge Entry | Mark D. Baker |
| Aug 7 2008 | | |
| Charge Entry | New Custom Setting: Do Not Setup Duplicate CPT Recall (Y/N)? Default is "N" | Mark D. Baker |
| Aug 4 2008 | | |
| Unposted Encounters Report | Added panel option and detail option | Mark D. Baker |
| Jul 28 2008 | | |
| Insurance Carrier Patient Coverage Report | Added primary, secondary, tertiary or all options. Added the percentages for each carrier and then totals and percentage by Ins Category. | Mark D. Baker |
| Jul 18 2008 | | |
| Insurance Carriers | Added a "Tertiary Electronic" checkbox to the Insurance Carriers screen. This flag is being checked in the same way for tertiary as the Secondary Electronic is being checked. | Mark D. Baker |
| Jul 18 2008 | | |
| Payment Entry | New custom setting: Force Denial Code If All Amounts Are Zero (Y/N)? (default "N") | Mark D. Baker |
| Jul 16 2008 | | |
| Provider Transfers | Added a Business Date field to the immediate right hand side of the DOS field and default the DOS in the new Business Date field during data entry of the transfers. Also populate the new Business Date field with the DOS of all the past transgers. Then change the Provider totals to read the new Business Date feild of the transfers instead of the DOS which it now does (Proveder totals reads the business date fields only). | Mark D. Baker |
| Jul 16 2008 | | |
| Charge Entry | Added a "Clear Pmts" button. When pressed the following question will be asked:
Are You Sure You Want To Clear Out All Payments On This Encounter? (Yes or No Radio Buttons)
| Mark D. Baker |
| Jul 15 2008 | | |
| Patient Coverage Report | Added an Insurance Category option | Mark D. Baker |
| Jun 24 2008 | | |
| Charge Entry | Added an option for "Include Zero Remaining" like the payment program has so they can apply an over payment or a payment that they wrote off. | Mark D. Baker |
| Jun 24 2008 | | |
| Payment by DOS report | Added a CPT category option | Mark D. Baker |
| Jun 11 2008 | | |
| Payments by DOS | Added a check box option for "CPT Report Category" | Mark D. Baker |
| Jun 9 2008 | | |
| Providers | Added inhibit option | Mark D. Baker |
| May 21 2008 | | |
| CPT Net Production Report | Added a "Report Category" option. | Mark D. Baker |
| May 21 2008 | | |
| Payment Entry | Custom Setting: Payment Entry - Auto Calculate Amounts Based On Allowed Amounts (Y/N)? (Default "N")
If set to "Y", when you pull up an insurance claim in Payment Entry it will automatically calculate and set the following:
Allowed Amount = Allowed Amount setup in system
Insurance Paid = Allowed Amount
Discount = Remaining Balance - Insurance Paid
The calculations will only happen when an allowed amount is setup. | Mark D. Baker |
| May 13 2008 | | |
| Fixed Gyntek Web Updater | Fixed Program for everyone to use | Brent Luyet |
| May 7 2008 | | |
| EOM Insurance Totals report | We added an "Include Self Pay" option. | Mark D. Baker |
| Apr 30 2008 | | |
| CPT Net Production Report | The CPT option now defaults to "ALL". | Mark D. Baker |
| Apr 22 2008 | | |
| Encounters | The single encounter program now prompts for a location and provider so it will default that location and provider in charge entry. | Mark D. Baker |
| Apr 21 2008 | | |
| EDD Report | Added option to checkbox "Past Due OB Pre-Payments" in which any OB patient that had a past due ob pre-payment amount would print with the past due amount; and an option to checkbox "Past Due from OB Paid up date" in which any OB patient that had not paid up in full by the OB Paid Up Date would print with the amount still outstanding.
| Mark D. Baker |
| Apr 15 2008 | | |
| Transaction Reports | There was already a message that said "* PATIENT HAS INSURANCE *" if the patient had insurance on a charge not being filed. This message was not being displayed correctly. I fixed that and also added the scanned card messages.
The following are the possible messages they will see:
* PATIENT HAS INSURANCE AND SCANNED CARD EXIST *
* SCANNED CARD EXIST; NO INSURANCE COVERAGE *
* PATIENT HAS INSURANCE * | Mark D. Baker |
| Mar 24 2008 | | |
| Allowable Exceptions Report | The report has been modified to use the allowed amount that was locked in at the time the panel was accepted.
It was using whatever the allowed amount was setup at the time the report was run. Since some clients reuse the same fee schedule, this scenario made for an inaccurate report.
The report will only allow you to use date ranges from today forward since we just started keeping up with the allowed amounts when the panel was accepted. | Mark D. Baker |
| Feb 29 2008 | | |
| Cash Receipts Report | A provider selection, break by provider, and Encounter Status (Updated, Not Updated, Both Updated and Not Updated) options have been added to the Cash Receipts Report. | Mark D. Baker |
| Feb 28 2008 | | |
| Insurance Carrier Reports | The "Print Detail Report" and "Print Non-Detailed Report" buttons have been replaced by a "Insurance Carrier Reports" button. This pulls up a screen that allows them to enter in "When Carrier Was Added Start Date" and "When Carrier Was Added End Date" date ranges and then they can print out the detailed or non-details reports. | Mark D. Baker |
| Feb 21 2008 | | |
| Scheduler | Delete Day button was removed. | Mark D. Baker |
| Feb 21 2008 | | |
| Scheduler | We added tracking on the "Del Time" button. | Mark D. Baker |
| Feb 19 2008 | | |
| Provider Totals | On the Provider Totals screen a "No Production Class" was added to the Production dropdownlist.
On the Provider Totals Report I replaced the "Exclude Production Class" option with just a "Production Class" option. There are two listboxes (Not Included and Included). It defaults everything to the "Included" side. You can "Add All", "Remove All", or select production classes you want to include or exclude. A "No Production Class" was also added in this list. | Mark D. Baker |
| Feb 14 2008 | | |
| Print CPT Code Reports | New Report.
This brings up a CPT Code Reports section that gives the following option:
Production Class (dropdownlist)
Break By Production Class (checkbox)
Show Only Provider Specific CPT Codes (checkbox)
From there you can print a detailed or one-line report.
I added the "Show Only Provider Specific CPT Codes" option so the clinic can find overlapping setups that might be causing problems (like the one this morning where Albany had two 80050 codes setup). | Mark D. Baker |
| Feb 13 2008 | | |
| Provider Setup | A new dropdownlist called "Provider User Name" was added to the Provider screen. They will select the user name that the provider logs in as and that will limit them when in the Schedule Setup screen. | Mark D. Baker |
| Feb 13 2008 | | |
| Correction Panels | Added the abiility to allow up to 10000 online panels per day. | Mark D. Baker |
| Feb 1 2008 | | |
| Fee Schedule | A "Remove Schedule" option to the Fee Schedule setup was added. This will not make them remove every item before the schedule is removed. | Mark D. Baker |
| Jan 30 2008 | | |
| Charge Entry | New custom setting: Charge Entry - Allow Any Patient Discount (Y/N)? Default is "N"
New level of security for Charge Entry: Allow Any Patient Discount Default is 5 | Mark D. Baker |
| Jan 7 2008 | | |
| Corrections Report | To help find money that was moved from one provider to another provider, we added the following checkbox option to the Corrections Report: "Show Only Items Where Provider Changed"
| Mark D. Baker |
| Jan 7 2008 | | |
| Corrections Report | To help find money that was moved from one provider to another provider, we added the following checkbox option to the Corrections Report: "Show Only Items Where Provider Changed"
If a clinic is looking for only money that was moved, but did not change the dollar amount, then they would also want to uncheck the "Show Amount Changes Only" option.
| Mark D. Baker |
| Jan 3 2008 | | |
| Payment by DOS report | A reference number option was added to the Payment by DOS report.
We also added the reference number to print on the report. | Mark D. Baker |
| Dec 28 2007 | | |
| Appt No Show | A new checkbox option was added to the Appt No Show Report called "Include Blocked No Shows".
It defaults unchecked. | Mark D. Baker |
| Dec 21 2007 | | |
| Patient Information | OB Box: A trap was added to stop the users from accidentally entering an EDD that is not within a past 30 day window of today’s date, i.e. today is 12/21/07, so the oldest EDD date that could be added is 11/19/07.
A trap was added to stop the user form entering a future EDD date of 1 year from today’s date, i.e. today is 12/21/07 so do not allow an EDD in the future past 12/21/08. | Mark D. Baker |
| Dec 19 2007 | | |
| No Show Report | In Appointments, when the appointment date < Today and there is no Time In and there is a patient# or note then a new button will show up when the "Delete" button is selected.
The button is labeled "Remove From No Show Report". If selected then that appointment will no longer show up on the No Show Report.
The same appointment can be selected and the button would be labeled "Add To No Show Report"
We also added a "Return" button in the "Is this a correction or a Cancellation?" screen to not force the user to select the "Correction" or "Cancellation" button. | Mark D. Baker |
| Dec 18 2007 | | |
| Payment By DOS Report | This is a new report.
Options include:
Provider
Break By Provider
Starting/Ending Payment Business Date
Starting/Ending Charge DOS
Production Class
Amounts To Show (Charges, Payments, Discounts, Adjustments) | Mark D. Baker |
| Dec 17 2007 | | |
| Detailed Payment Category Report | A "Detailed Payment Category Report" button has been added to the Compensation Report screen.
This report will give them the details of the payments broken down by CPT Report Category and Provider.
Option are:
Provider (defaults the providers of the compensation report)
Report Category (default All)
Starting/Ending Business Date
Payment Amount Range (>, <, <>, = $amount1 and >, <, <>, = $amount2)
| Mark D. Baker |
| Dec 14 2007 | | |
| Schedule Setup Meetings | A button called "Setup Meetings" has been added to the Schedule Setup screen beside the "Setup Overnight Rebuilds" button.
Options are as follows:
Provider
Meeting Description
Meeting Date/Time
Meeting Class/Location
Appointment Color (Class color defaults the screen choice, but can be changed)
When Meetings are Saved a Time Slot for the Provider will be Inserted into the Schedule.
When Meetings are Removed the Time Slot for the Provider will be Removed from the Schedule.
| Mark D. Baker |
| Dec 14 2007 | | |
| Remaining Balance By Collection Agency Report | A new report called "Remaining Balance By Collection Agency Report" has been added to the Collection Options screen (Pink button called "Collections Setup/Letters" at bottom right).
This will give them a list of patient collection charges and the amounts associated to the charge (charge amount, insurance paid amount, patient paid amount, discount amount, adjustment amount, and remaining amount).
The report breaks by collection agency and subtotals by patient and collection agency. Grand totals are also included.
Options are:
Patient#
Collection Agency | Mark D. Baker |
| Dec 13 2007 | | |
| Ledger Filter | A "Filter" button has been added to the Ledger.
This allows the user to enter a CPT code or a Date of Service and the ledger will be filtered based on what is setup.
Settings are saved and will apply to the ledger while the user is logged into the system. Once the user logs out and back in, the setting will remain in the "Filter" button section, but will not be applied to the ledger. | Mark D. Baker |
| Dec 6 2007 | | |
| Appt By Insurance | New Report
Report options are as follows:
Provider
Location (if the custom setting "Reports by Location" is set to "Y") Insurance Carrier Beginning Appt Date Ending Appt Date Break By Insurance Carrier
The report will be under the Reports dropdownlist and is called "Appt By Insurance" | Mark D. Baker |
| Nov 8 2007 | | |
| Changes | In Recall Setup you can now do a F2 to see the changes. | Mark D. Baker |
| Nov 8 2007 | | |
| Recall Setup | Added F2 option to show the changes made to the Recall Setup | Mark D. Baker |
| Nov 7 2007 | | |
| Patient Remarks | Added F2 option to show the changes made to the Patient Remarks | Mark D. Baker |
| Nov 5 2007 | | |
| Charge Entry | A Patient Remark button was added to Charge Entry just like the one in Payment Entry | Mark D. Baker |
| Nov 5 2007 | | |
| Patient Remark button | A Patient Remark button was added to Charge Entry just like the one in Payment Entry. | Mark D. Baker |
| Nov 1 2007 | | |
| Procedure Tracking | New custom setting added: Mirror Tracking For Lab Provider Access
Two new options added to Procedure Code Setup:
Mirrored Lab List Only
Provider Lab List Only
If the custom setting is set, then the two new options in Procedure Code Setup will be active | Mark D. Baker |
| Oct 18 2007 | | |
| EOM A/R Report | Another Amount Limit was added to the Patient Report screen with an "AND" between the two. This allows small patient balances to be found easier. | Mark D. Baker |
| Oct 17 2007 | | |
| Patient N & A Report | Added a check box to "Include Ins Name" so that if this option is selected that it prints out the primary insurance carriers name on the report. Also added the initial visit/date from the Patient Info screen to the report.
| Mark D. Baker |
| Oct 11 2007 | | |
| Inactive Encounters Report | The "Search Encounters On Or Before:" date will now verify the date is at least 30 days older than the current date.
If a "Search Encounters On Or Before:" date is entered, a checkbox called "Ignore Inactive Rule #3" will be enabled and the default is checked.
If checked, this new checkbox will ignore the Inactive Rule #3:
3) Patient has no appointments or
No appointment within 7 days in the future and
The last appointment before today was not flagged in office | Mark D. Baker |
| Oct 10 2007 | | |
| Procedure Tracking | Three radio buttons were added:
Both, Appt, Result (Default is Both)
This will give the ability to only show a type of tracking. | Mark D. Baker |
| Oct 5 2007 | | |
| Procedure Tracking | A button called "Modify Current Tracking" has been added to the Procedure Tracking Screen.
This will allow them to change the provider on their current trackings.
| Mark D. Baker |
| Oct 2 2007 | | |
| EOM A/R Report | A new option has been added called "Include Collection Charges". The default is checked.
When unchecked the report will not show charges that are marked as collections. When unchecked the "Include Credit Balances" and "Credit Balances Only" options will also not use the charges marked as collections to calculate the balance for these options. | Mark D. Baker |
| Sep 26 2007 | | |
| Claims Security | A secondary level of security was added to the Claims that allows users to process/refile claims. | Mark D. Baker |
| Sep 25 2007 | | |
| Patient Include | If a primary or secondary insurance card has been scanned into the patients record, the "PR" and the "Secondary" buttons will now turn the color green (like the insurance card and remarks do) to indicate that the patient has had the insurance card scanned. | Mark D. Baker |
| Sep 25 2007 | | |
| Daily Balance Panel | The previously accepted panels now order by the most current at the top of the list. | Mark D. Baker |
| Sep 20 2007 | | |
| Print Patient Zip Code Report | New Report added to the Zip Code Information setup screen.
Options are:
Zip Code (default All)
Order By: Zip Code (default) or Most To Fewest Patients
Detail Order By: Patient Name (default) or Patient#
Detail or Summary (default) | Mark D. Baker |
| Sep 19 2007 | | |
| Refund/NSF Report | A new sort option was added: User, Entry | Mark D. Baker |
| Sep 18 2007 | | |
| Schedule Setup | A new button called "Setup Overnight Rebuilds" has been added to the Schedule Setup screen.
This will allow the clinic to setup the schedule rebuilds and then an overnight appointment program will rebuild the schedule for the clinic.
This should help out in the larger clinics where rebuilding the schedules is a time consuming issue. | Mark D. Baker |
| Sep 13 2007 | | |
| EOM Payers Report | A checkbox labeled, "Show Preceptor Instead of Nurse Practitioner" was added. | Mark D. Baker |
| Sep 7 2007 | | |
| Patient Ledger Detail | A new button called "Ledger Summary By DOS Report" was added.
This gives you a summary per encounter of the charges, payments, discounts, adjustments, and a remaining balance. An encounter is included if it has a charge within the selected date range. If it is included, then all amounts are included on the report. | Mark D. Baker |
| Sep 7 2007 | | |
| Cash Receipt Report | A new report called "Cash Receipt Report" under the Administration dropdownlist was added.
Options Are:
Location
Beginning / Ending Cash Receipt Date
Voided Receipts: Include Exclude Show Only (radiobuttons)
Order By: Patient Name Patient# Cash Receipt Date Receipt# (radiobuttons)
The report shows initial and voided information (if the cash receipt was voided). | Mark D. Baker |
| Sep 5 2007 | | |
| Patient Report | Two new options added:
No break by location
Break by provider | Mark D. Baker |
| Sep 5 2007 | | |
| Patient Referral Report | A button called "Print Patient Referral Report" has been added to the Referral Setup screen.
This will give you a list of patients associated to referrals.
Options are:
Location
Referral
Detail
Break Page By Referral
| Mark D. Baker |
| Sep 4 2007 | | |
| Inactive Encounters Report | A new textbox was added to the screen labeled: "Search Encounters On Or Before:" | Mark D. Baker |
| Sep 1 2007 | | |
| Insurance Carrier Patient Coverage Report | On the Insurance Carriers screen a button was added called "Print Patient Coverage Report"
The following are options for the new report:
Location
Provider
Insurance Carrier
Include Expired Coverages
Detail
Break Page By Insurance Carrier
Break By Provider
Order By Insurance Access, Insurance Name | Mark D. Baker |
| Aug 29 2007 | | |
| Charge Comments | A Comment checkbox was added to CPT Setup.
If checked, Charge Entry forces you to enter a comment.
When you accept a panel or post an online encounter, it verifies that a comment is associated to the charge (in case they change the CPT Setup setting after they enter in the charge).
A new button called "Comments" has been added to the ledger (History and Charges screens) where they can modify/add comments for the charges. | Mark D. Baker |
| Aug 28 2007 | | |
| Posting Lockout | A Posting Lockout option was added to the Practice Setup screen.
By pressing the new button, they can either turn the posting lockout off or on.
When the posting lockout is on, they will not be allowed to do the following:
-- Update Charge Entry Online
-- Update Payment Entry Online
-- Accept a panel
-- Accept deposits
-- Update the Daily Balance Report
-- Corrections
-- NSF
-- Refunds
-- Claim processing | Mark D. Baker |
| Aug 23 2007 | | |
| Refunds/NSF Report | A new checkbox has been added to the Refunds/NSF Report:
Show Corrections Made On Refunds On or After QB Export
If checked (defaults to checked), it will show the total correction amount for the refund just below the transaction line in bold.
The report will also show two grand totals for the refunds. One without the corrected amounts and one with the corrected amounts.
This should make it much easier to balance the QB Export Report to this report. | Mark D. Baker |
| Aug 23 2007 | | |
| Procedure Tracking | In the patient# box, if you enter in the last four digits of the patients SSN and it is not a valid patient#, then it searches for the SSN just like Patient Information. | Mark D. Baker |
| Aug 20 2007 | | |
| Refunds/NSF Report | The QB Export Date has been added to the Refunds side of the Refunds/NSF Report.
If there is a QB Export Date for the refund, it will show on the report otherwise they will not see a date. | Mark D. Baker |
| Aug 13 2007 | | |
| Patient Include Insurance Coverages | When you select the Primary or Secondary buttons in the patient include, you can now select from the insurance dropdownlist the patient’s additional coverages. | Mark D. Baker |
| Aug 10 2007 | | |
| CPT Production Report | Added to the CPT Production Report:
Include Payments (Checkbox)
Include Discounts (Checkbox)
Include Adjustments (Checkbox)
| Mark D. Baker |
| Aug 1 2007 | | |
| F2 Changes | The F2 Changes program was modified to help speed up returning the results. | Mark D. Baker |
| Jul 30 2007 | | |
| EOM Payer Report | For the detailed version a new option has been added:
Checkbox: Order By Payer, Patient Name, DOS | Mark D. Baker |
| Jul 24 2007 | | |
| Provider Totals Report | Modified the report to make it run much quicker. | Mark D. Baker |
| Jul 20 2007 | | |
| CPT Production Report | Added a POS option to the report. | Mark D. Baker |
| Jul 19 2007 | | |
| SC Report | Added a Patient Name Order option and added user selections to the report. | Mark D. Baker |
| Jul 17 2007 | | |
| 835 Insurance EOB Import | 835 Insurance EOB Import was installed | Mark D. Baker |
| Jul 16 2007 | | |
| Provider Colors | Teal, Blue, and Pink were added as Provider colors | Mark D. Baker |
| Jul 13 2007 | | |
| Provider Totals Report | Grand Totals were added to the report. | Mark D. Baker |
| Jul 10 2007 | | |
| Delivery Report | The patient’s primary insurance name was added to the report.
A "Create Comma Delimited File" option was also added. | Mark D. Baker |
| Jul 9 2007 | | |
| Collections | On the SC List, you can now break by:
Rendering Provider
Regular Provider | Mark D. Baker |
| Jun 22 2007 | | |
| Visit Types | The Visit Type Setup program has been totally re-written.
It is now much more user friendly and has some inactive checks that were needed. | Mark D. Baker |
| Jun 19 2007 | | |
| Collections | New Custom Setting:
Collection Alert Screen Color Overrides All Others When Color Exists (Y/N)? | Mark D. Baker |
| Jun 19 2007 | | |
| Schedule Multi Search | The Multi Search (and setup) has been totally re-written to work faster and to make it easier for the clients to use. | Mark D. Baker |
| Jun 19 2007 | | |
| Insurance Totals Report | This report was modified to make it run much faster. | Mark D. Baker |
| Jun 15 2007 | | |
| Ledger Corrections | Added NSF warnings to show the user exactly what they are attempting to make NSF. | Mark D. Baker |
| Jun 11 2007 | | |
| Charge Entry | New custom setting:
Default ICD Codes From Last Encounter (Y/N)? | Mark D. Baker |
| May 31 2007 | | |
| CPT Production Report | The following options have been added :
Detail (checkbox)
Sort By: DOS, Patient# or Patient Name (Radio Buttons)
When detail is chosen, the DOS, patient#, patient name, and amount is printed. | Mark D. Baker |
| May 16 2007 | | |
| Inactive Patients Report | Added new criteria for a patient to be considered inactive:
The patient does not have a future appointment | Mark D. Baker |
| May 15 2007 | | |
| Ledger | The Remarks button in the Ledger will now light up like the Recall button. | Mark D. Baker |
| May 15 2007 | | |
| Appointments | When in appointments on a particular page, then the user exits to another part of the software, then returns to appointments, the user will be placed on the same page they left. | Mark D. Baker |
| May 11 2007 | | |
| Insurance Payment Entry | In Insurance Payment Entry you can now apply a negative discount amount. | Mark D. Baker |
| May 11 2007 | | |
| Print Recalls | Four new options were added to the Print Recalls screen:
Clinic Address Vertical Line Adjustment (-5 to +4)
Clinic Address Horizontal Character Adjustment (0 to 100)
Patient Address Vertical Line Adjustment (-5 to +5)
Patient Address Horizontal Character Adjustment (0 to 100)
These setting will be saved, so they will only have to be entered once.
The defaults are all zero, so no one should see a difference unless they change a setting.
This should help in fitting the clinic and patient address into the windows of the envelopes. | Mark D. Baker |
| May 9 2007 | | |
| Custom Settings | New custom setting:
Patient Information - Order Referral List By Last Name (Y/N)? Default is "N" | Mark D. Baker |
| May 8 2007 | | |
| Inactive Patients Report | New option added:
Sort By Patient Name (default)
Sort By Patient Number | Mark D. Baker |
| May 7 2007 | | |
| Appointment Class Setup | An option to the Class setup called "Time Insert Color Override" was added. If checked, the color will override the time insert color. | Mark D. Baker |
| May 4 2007 | | |
| CPT Codes | An Age Range option was added to the CPT Code Setup screen.
When entering charges in Charge Entry it verifies the patient’s age against the CPT Code Age Range.
If it is out of range, it gives the use a message and disallows the entry. | Mark D. Baker |
| May 4 2007 | | |
| Program Security/Naming Report | The Security Level was added to the Program Security/Naming Report so you can now see which security level the program belongs to.
For example, the Daily Balance Report shows that it is the "A/R Level" | Mark D. Baker |
| May 3 2007 | | |
| CPT Codes Setup | The CPT Code Setup now saves the expanding codes in the order they enter them. Charge Entry enters them in the order they are saved.
THIS WILL NOT CHANGE ANY EXISTING CPT CODE SETUPS.
If users want to change any expanding code orders, they must remove the codes linked to the expanding code and reset them to the correct order.
Example:
Code: 81102
Expanding Codes: 81120 (should be second), 81130 (should be third), 81110 (should be first)
To correct this order, they need to pull up code 81102 and remove the three codes and then re-select them in the proper order (81110, 81120, 81130). | Mark D. Baker |
| May 3 2007 | | |
| Ledger | A "Recall" button was added to the Ledger screens to take you to the patient remarks. | Mark D. Baker |
| May 2 2007 | | |
| Custom Settings | New Custom Settings
Patient Information- Move Sex Setting From Miscellaneous Screen To Initial Screen (Y/N)?
Default "N"
Patient Information - Patient Sex Default (M,F,O)?
Default "F"
Patient Include - Show Patient Sex (Y/N)?
Default: "N" | Mark D. Baker |
| May 1 2007 | | |
| Schedule Setup Audit Report | There is a new button called "Schedule Setup Audit" on the top left part of the screen in Schedule Setup.
Options to the report are:
Provider
User
Begin Date
End Date
Type
Type options are:
All Types
Build Templates
Delete Templates
Block
Unblock
Block Remove
Build Schedules
Build Single Day Schedules
Copy Templates
Past changes will not appear on the report. This will give helpful information as to what was done to schedules.
| Mark D. Baker |
| Apr 30 2007 | | |
| Sent To Collections Report | At the end of the Sent To Collections Report there is now a list of patients (patient#, name, and insurance balance) whose insurance balance is <> $0.00 | Mark D. Baker |
| Apr 20 2007 | | |
| Custom Setting | Schedule - Do Not Show Calendar View At First Entry (Y/N)? Default is N | Mark D. Baker |
| Apr 6 2007 | | |
| Patient Plans Report | New Report.
Options include:
Provider (all default)
Order By: Patient Number or Gyn Plan Amount (Patient Number is default)
Break by Provider (unchecked is default)
Include OB Plans (unchecked is default)
Only non-zero Gyn plans will print, unless the include OB plans is checked. Then any non-zero OB or Gyn plan will print.
| Mark D. Baker |
| Apr 6 2007 | | |
| Custom Setting |
Encounter Forms - Do Not Allow Blank Encounter Forms To Be Printed (Y/N)?
Default is "N" | Mark D. Baker |
| Mar 30 2007 | | |
| Custom Setting | Schedule - Set Schedule Block Default Note as "BLOCKED" (Y/N)?
Default is "Y" | Mark D. Baker |
| Mar 29 2007 | | |
| Patient N & A Report | It has been changed to look for only charges and the prompts have been changed to the following:
Beginning Date of Service (Charges Only):
Ending Date of Service (Charges Only): | Mark D. Baker |
| Mar 29 2007 | | |
| Patient Quicklist Report | It has been changed to look for only charges and the prompts have been changed to the following:
Beginning Date of Service (Charges Only):
Ending Date of Service (Charges Only): | Mark D. Baker |
| Mar 29 2007 | | |
| Patient N & A Report | A "Create Comma Delimited File" button was added to the Patient Name and Address report. You have to have a security level of 9 in Reports to see the button.
Another checkbox option was added to the report called "OB Delivered Patients Only"
If checked, then it will only include patients who have a delivery code on their ledger.
| Mark D. Baker |
| Mar 26 2007 | | |
| Custom Setting | Ledger - Number Of Days Old To Set Insurance DueFrom Charges To Patient DueFrom
A numeric number between 0 and 999 can be set.
If it is 0 (zero), the nothing will happen. | Mark D. Baker |
| Mar 22 2007 | | |
| Reminders | Added a "Show Only My Reminders" option. | Mark D. Baker |
| Mar 19 2007 | | |
| Claims | New Custom Setting: Display Claim Warning Audit In PDF Format (Y/N)? Default is "N" | Mark D. Baker |
| Mar 15 2007 | | |
| Appointments | Added color option to the Appointment Visit Types | Mark D. Baker |
| Mar 15 2007 | | |
| Custom Settings - Payment Entry | New Custom Setting: Payment Entry - Do Not Force Denial Code (Y/N)?
Default is "N"
| Mark D. Baker |
| Mar 13 2007 | | |
| Multi-Search Setup | Visit Types were added to each concurrent setup that will default when using the multi-search in appointments. | Mark D. Baker |
| Mar 12 2007 | | |
| Collections Letters Exclusion Report | The patient’s collection status has been added to the report. | Mark D. Baker |
| Mar 1 2007 | | |
| Collections | Added the ability to enter a "D" for the default letter in Practice Setup for the "Letter To Start With After KD To DP" setting. | Mark D. Baker |
| Feb 22 2007 | | |
| User Program Security | Two buttons have been added to User Setup:
"Program Security"
"Program Security Report"
Program Security will allow you to setup security for an individual program for a specific user. This security will override the generic security setup for the user.
Example:
User Jane has a generic security level of 0 for Administration
User Jane has a customized program security level of 9 for News Banner
All of the programs in Administration have an Entry Level set to 5
Jane would only have access to News Banner.
In the User Setup, if the user has customized program security levels setup, the "Program Security" button will be the color red.
The "Program Security Report" gives them a list of the customized program security levels setup for users.
| Mark D. Baker |
| Feb 22 2007 | | |
| Daily Balance Report |
New Custom Setting:
Do Not Show Beginning and Ending A/R Balance On Initial Display (Y/N)?
The default is "N" | Mark D. Baker |
| Feb 19 2007 | | |
| Adjustments Report | Fixed bug of the "Break By Provider" option not working when not checked. | Mark D. Baker |
| Feb 19 2007 | | |
| Corrections Report | Fixed bug of the "Break By Provider" option not working when not checked.
Added two new options: "Don’t Show NSFs" and "Don’t Show Refunds" | Mark D. Baker |
| Feb 9 2007 | | |
| Ledger Payments | Non-Zero payments are no longer allowed to be deleted.
| Mark D. Baker |
| Feb 9 2007 | | |
| Appointments | If a time slot is blocked, then it will not show in the multi-search. | Mark D. Baker |
| Feb 7 2007 | | |
| F2 Changes | When you press the F2 button and it recognizes that you were doing an F2 from a specific location (like insurance carrier setup, appointments, etc...) it will show you the last change made.
A "Show Details" button is given that you can press to show more changes. | Mark D. Baker |
| Feb 5 2007 | | |
| Program Security/Naming | In Practice Setup under Program Security/Naming, the "Print Report" option now shows all of the security levels of the report. | Mark D. Baker |
| Feb 5 2007 | | |
| Practice Setup | In Practice Setup under Program Security/Naming, the "Print Report" option now shows all of the security levels of the report. | Mark D. Baker |
| Jan 30 2007 | | |
| Collection Patient Letter Exclusion Report | New report to print the Collection Patient Letter Exclusions. Added where the Collection Patient Letter Exclusions are setup.
Options are:
Beginning Date
Ending Date
Include Inactive | Mark D. Baker |
| Jan 29 2007 | | |
| Collections | A new button in the Collections Setup/Letters screen called "Patient Letter Exclusion" has been added.
Setup includes a patient# and a collection letter that you want to have excluded ONE TIME.
Everything will act the same except the letter will not physically print.
Once the letters are updated, the Patient Letter Exclusion will be made inactive.
The patient remark that gets added when the letters are updated will include the following phrase:
", but was setup to exclude." | Mark D. Baker |
| Jan 24 2007 | | |
| Collections | New custom setting:
Collections - Use Minimum Collection Balance Instead Of Zero Balance For Removing Patient From Collections (Y/N)?
Default is "N" | Mark D. Baker |
| Jan 23 2007 | | |
| Appointments |
1) The orange blocked schedule will only come from the Schedule Setup under administration.
2) No appointment are now allowed to be placed in the orange blocked day except through time insert only (then the slot will be light green).
3) Appointment time slots cannot be unblocked of an orange blocked time slot from the appointments (has to be done from the Schedule Setup
4) A "Remove Previous Block Date Range" option has been added to Schedule Setup. This allows the user to clean up the blocked days for past date ranges only (appointments are not effected).
5) Date textboxes have been auto-formatted in the Schedule Setup.
| Mark D. Baker |
| Jan 15 2007 | | |
| Unposted Encounters Report | Added Encounter Creation Date range to the report. | Mark D. Baker |
| Jan 12 2007 | | |
| CPT Production Report | An option in the location dropdownlist called "No Breaking By Locations" was added. When selected, the report will not break by location. | Mark D. Baker |
| Jan 12 2007 | | |
| Schedule Setup |
A "Copy Template" button was added to the Schedule Setup screen at the top right.
This allows you to select a template to copy from, enter a new template name, and select a new template location (if "Force Location in schedule setup" custom setting=’Y’) | Mark D. Baker |
| Jan 12 2007 | | |
| Daily Balance Panel |
The Daily Balance Panel now checks to see if the encounter is empty (no charges entered or payments applied) before it prints the transaction report or before accepting the panel.
Online Charge Entry encounters were already checking for this scenario. | Mark D. Baker |
| Jan 12 2007 | | |
| Appointments |
If the patient has an alert that is marked as "Inhibits Patient Accounts (no appointments)", then new appointments will not be allowed to be made, but previously made appointments will be allowed to be edited.
The same message that currently displays if the patient is marked inhibit in Patient Information will be displayed:
"This patient has been inhibited. Please check alerts or your administrator for more information."
| Mark D. Baker |
| Jan 11 2007 | | |
| Resource Setup | Resource Setup has been re-written to make it easier to use. The Resource Report was also modified to show the provider. | Mark D. Baker |
| Jan 11 2007 | | |
| Procedure Codes / Charge Entry | Five modifier dropdownlists have been added to Procedure Code setup to allow the clients to setup modifier defaults for their procedure codes.
Charge Entry was modified to default the modifiers based on the Procedure Code entered. Expanding codes were also taken into account. | Mark D. Baker |
| Jan 9 2007 | | |
| Appointments | If you have two selections on the multi-search and select the "Book All", then the resource dropdown list will be filled in with the other appointment’s resource. | Mark D. Baker |
| Jan 5 2007 | | |
| Adjustment Types | Inhibit option has been added.
If the adjustment type is marked as inhibited it will not show up in the AT dropdownlist in Charge Entry and Payment Entry. The Adjustment Type Report was also modified to show this new field. | Mark D. Baker |
| Jan 5 2007 | | |
| Daily Balance Spreadsheet | Adjustments and Corrections have been seperated into Payments and Charges. The Over Short column was removed to make room. | Mark D. Baker |
| Jan 5 2007 | | |
| Multi-Search Setup | Modified to make setup easier. New dropdown list at the top contains a list of current setups. "Keep" checkboxes are now labeled for the Concurrent Searches. | Mark D. Baker |
| Jan 5 2007 | | |
| EOM A/R Report | System modifications made to help dramatically speed up the report. | Mark D. Baker |
| Jan 2 2007 | | |
| Appointments | When rebuilding the appointment schedule, it was changing inserted appointments to blue instead of leaving them alone. This has been corrected. | Mark D. Baker |
| Jan 1 2007 | | |
| Provider Totals | New Provider Total modifications were installed. This will now give the true entered total amounts and show the corrections on them. | Mark D. Baker |
| Dec 29 2006 | | |
| Corrections Report | Added "Don’t Show Corrections That Are Only DueFrom Changes" option to the report. | Mark D. Baker |
| Dec 13 2006 | | |
| Procedure Code Allowed Amount Report | There is a new report off of the Fee Schedules setup screen called "Procedure Code Allowed Amount Report"
This report gives the procedure code and the different fee schedules that the code is on. It also gives the charge amount, allowed amount, effective date, and fee schedule.
Option are:
Procedure Code(s)
CPT Report Category
Effective Date Range
| Mark D. Baker |
| Nov 29 2006 | | |
| Collections | On DI and KB patients, the patient’s primary insurance is now displayed in the collections list. | Mark D. Baker |
| Nov 29 2006 | | |
| Collections | There are now 20 priority levels. | Mark D. Baker |
| Nov 28 2006 | | |
| Collection Agency Production Report | The report has been modified to show all collection and non-collection payments made since the patient was turned over to the collection agency.
It now shows collection payments, collection adjustments, patient payments, patient adjustment, insurance payments, and insurance discounts.
A patient# option was also added for them to select a specific patient. | Mark D. Baker |
| Nov 27 2006 | | |
| On-Call Calendar Report | Eight new options have been added.
Include 1st (checkbox)
Include 2nd (checkbox)
Include 3rd (checkbox)
Include Comments (checkbox)
1st Label (textbox)
2nd Label (textbox)
3rd Label (textbox)
Comments Label (textbox)
These are the defaults for what prints on the On-Call Calendar Report. There is a "Save" button for them to save these settings for future use. | Mark D. Baker |
| Nov 27 2006 | | |
| Program Security |
Individual programs can now be given security. This will allow the clinic to customize the security needs for their clinic.
Access to setup is in Practice Setup via the "Program Security/Naming" button. | Mark D. Baker |
| Nov 27 2006 | | |
| Patient Information | New Custom Setting: Do Not Show Resources In Provider Selection (Y/N)? (Default is "N") | Mark D. Baker |
| Nov 21 2006 | | |
| Payment Entry | New custom setting: Payment Entry - Allow Manual DueFrom Setting On Insurance Payments (Y/N)?
If this is set to "Y", then the transaction line in insurance payments will display a duefrom dropdown list containing the possible duefrom options for the patient based on their insurance and the DOS of the charge. If a duefrom is selected it overrides everything else and sets the charge to the duefrom selected at the time of posting.
The insurance payment transaction report was also modified to reflect any manual settings of the duefrom. | Mark D. Baker |
| Nov 20 2006 | | |
| A/R Report | Added Patient Alerts to the detail version. | Mark D. Baker |
| Nov 1 2006 | | |
| Patient Remarks Report | New report under administration
Options include:
User
Patient Alerts (including All Alerts, All Alerts Except None, No Alert, and All Collection Alerts)
Patient Number
Beginning/Ending Date Range
Include Retained
Include Not Retained
Text To Search For | Mark D. Baker |
| Oct 31 2006 | | |
| Credit Charges Report | New report to show charges that have a credit balance.
Options included are:
Provider
Location
Patient Alerts
Patient Number
Beginning/Ending DOS
Exclude OBPRE Charges
Order By DOS/Patient Name/Patient Number | Mark D. Baker |
| Oct 27 2006 | | |
| Charge Entry | New Custom Setting: If Charge Is Within OBPRE And Delivery/Terminate Dates, Then Always Default O Production | Mark D. Baker |
| Oct 26 2006 | | |
| Collections | When a patient goes to collections (turns BD - Bad Debt), all charges with a remaining balance are marked as collections.
When the BD alert is removed/changed the charges marked as collections will be unmarked.
As long as a patient is BD, a collection balance will display in the patient include to the right of the patient balance. The background color of the collection balance will match the BD alert color.
On the ledger, the cpt codes marked as collection will also be highlighted using the same color as the BD alert.
In ledger charge corrections a checkbox was added to mark/unmark charges for collections. | Mark D. Baker |
| Oct 23 2006 | | |
| Combined Transaction Report | New Report from the Daily Balance Panel setup screen.
Options include:
-- Previously Accepted Panels
-- Current Unaccepted Panels
-- Panel Type (All, Charges, Patient Payments, Insurance Payments, All Payments, Corrections) - Multiple items can be selected
-- Business Date Range
-- Provider
-- Location (if applicable)
-- Break By Provider
-- Break By Location (if applicable)
| Mark D. Baker |
| Oct 18 2006 | | |
| Charge Entry | All payments and adjustments from Charge Entry now has the ability to be tied to a collection agency. | Mark D. Baker |
| Oct 17 2006 | | |
| Insurance Payment Entry | In Insurance Payment Entry, when you select the Apply button on a transaction line, there is now a new button called "New Allowed".
When pressed, a panel will pop up and ask for the new allowed amount and the new effective date.
The allowed amount defaults from the allowed amount in the transaction line and the effective date defaults from the DOS in transaction line. | Mark D. Baker |
| Oct 16 2006 | | |
| Appointments | Blocked Patients will sort using the Provider drop down. | Brent Luyet |
| Oct 9 2006 | | |
| Charge Entry | Two active columns have been added in Charge Entry where you apply money to previously posted charges.
AT - Adjustment Type
Adjustment Amount
The new adjustment amounts are reflected in:
-- The totals on the Charge Entry screen
-- The Charge Entry Receipt
-- The Daily Balance Panel screen
-- The Charge Entry Transaction Reports
-- The Daily Balance Report
-- The Daily Balance Spreadsheet Report
-- Both Online and batch postings
| Mark D. Baker |
| Oct 6 2006 | | |
| Patient QuickList Report | This is a new PDF report that gives you a list of patient numbers and name. It puts up to three patients on one line. Options are: Provider, Location, Class, DOS Date Range, Patient# Range, order by Patient Name or Patient Number, and Break by Provider. | Mark D. Baker |
| Oct 4 2006 | | |
| CPT Payments Report | Provider, Location, and Break by Provider options were added | Mark D. Baker |
| Oct 3 2006 | | |
| Adjustments Report | Provider, Location, and Break by Provider options were added | Mark D. Baker |
| Oct 3 2006 | | |
| Corrections Report | Provider, Location, and Break by Provider options were added | Mark D. Baker |
| Sep 29 2006 | | |
| Insurance Fee Schedule | A linked fee schedule can now be up to 200 percent | Mark D. Baker |
| Sep 29 2006 | | |
| Provider Totals |
MTD and YTD Deposit Corrections have been added to the Provider Totals screen and report.
This will only show when all providers and all locations are selected.
This means that you can use the following formula to verify deposits:
Gross Revenue = Deposits + Depost Corrections
| Mark D. Baker |
| Sep 28 2006 | | |
| Corrections Report | New PDF Report
Options are:
Include Charges
Include Payments
Show Amount Changes Only
Business Date Range
The report breaks and subtotals by Charges/Payments | Mark D. Baker |
| Sep 27 2006 | | |
| Refunds Report | The following options have been added:
Checkbox - Include OB’s On Patient Refunds (default is not checked)
Checkbox - Include OB’s On Insurance Refunds (default is checked)
Checkbox - Use Total Balance For Patient Refunds (default is checked)
| Mark D. Baker |
| Sep 27 2006 | | |
| Patient Recalls |
When the provider is changed in the Ledger on a charge, it now updates the non-printed recalls for the patient.
The recall must have been setup by charging the procedure code through Charge Entry.
I also added the provider name and access of the recall to the Recall Setup screen.
| Mark D. Baker |
| Sep 27 2006 | | |
| Adjustments Report | New PDF Report
Options are:
Adjustment Type (you can select All, single, or multiple codes)
Business Date Range
The report breaks and subtotals by adjustment type. | Mark D. Baker |
| Sep 26 2006 | | |
| Provider Totals | -- Adjustments are now split up. Payments show only contra adjustments and Charges show all others.
-- Corrections are no longer added back into the Insurance Paid and Patient Paid amounts, so they are now a true current up to date amount that will match the ledger.
-- Deposits replaced the A/R Totals. These MTD and YTD deposit amounts will match the Deposit Report. | Mark D. Baker |
| Sep 26 2006 | | |
| Charge Entry Receipt | The printed receipt in Charge Entry now prints the Insurance, Patient, and Total Balances in the header. | Mark D. Baker |
| Sep 22 2006 | | |
| Daily Balance Report | A new "Daily Balance Report Spreadsheet" report was added to show the complete breakdown for business dates. | Mark D. Baker |
| Sep 20 2006 | | |
| Collections | In the "Change Collection Alert", when you change a patient to have a "BD" alert you are now required to assign the collection agency. | Mark D. Baker |
| Sep 19 2006 | | |
| Collections | In collections, to assign a patient to a collection agency, the only criteria it is now looking for is that the patient has a collection alert of "BD".
Before it was making sure it had gone through the collections process. Clients were wanting to send a patient to a collection agency (real or fake one) without having to go through the process of collections. They can give the patient a "BD" alert and then assign them a collection agency. | Mark D. Baker |
| Sep 14 2006 | | |
| Collections | A new collection alert called "KB" has been added. "KB" is the same as "KD" and "DI". | Mark D. Baker |
| Sep 13 2006 | | |
| Collection Letters | Four new fields have been added to the collection letters setup:
[insurance balance past due]
[ins filed charge amount]
[ins filed charge amount broken by dos (CR)] [ins filed charge amount broken by dos (,)]
[insurance balance past due] is the remaining balance of the charges where duefrom is insurance and the payer responsible date is before the current date - "Number of Aged Days Before DI"
[ins filed charge amount] is the charge amount where duefrom is insurance and the payer responsible date is before the current date - "Number of Aged Days Before DI"
[ins filed charge amount broken by dos (CR)] is the charge amount broken by DOS and separated by a carriage return where duefrom is insurance and the payer responsible date is before the current date - "Number of Aged Days Before DI"
Example:
5/1/2006 - $100.00
6/2/2006 - $25.00
6/14/2006 - $12.00
[ins filed charge amount broken by dos (,)] is the charge amount broken by DOS and separated by a comma where duefrom is insurance and the payer responsible date is before the current date - "Number of Aged Days Before DI"
Example:
5/1/2006 - $100.00, 6/2/2006 - $25.00, 6/14/2006 - $12.00 | Mark D. Baker |
| Sep 6 2006 | | |
| Charge Entry | The payment amount default is now taking the discount into account.
Example:
Patient is setup for a 10% discount
Payment amount of $108 entered in the header
A 99213 is entered that has a charge amount of $80
A 99214 is entered that has a charge amount of $40
The 99213 will show:
$80 in the charge amount
$8 in the discount amount
$72 in the payment amount (before it was showing $80)
The 99214 will show:
$40 in the charge amount
$4 in the discount amount
$36 in the payment amount (before it was showing $40)
| Mark D. Baker |
| Sep 1 2006 | | |
| Collections | If a patient has an SC collection alert and makes a payment, then they are now set to the KD alert (was being set to DP).
If a patient has an SC collection alert and makes pays off the patient balance, then the collection alert is removed. | Mark D. Baker |
| Sep 1 2006 | | |
| Payment Entry | A "Tertiary Ins Exists." message now blinks in the information notification area | Mark D. Baker |
| Aug 31 2006 | | |
| Charge Entry | Custom Setting: "Do Not Assign Panel Until First Transaction Is Entered (Y/N)?" has been changed to initiate from the "Add Charge" button instead of the "Save" button on the transaction line | Mark D. Baker |
| Aug 29 2006 | | |
| Appointmetns | Ay no longer shows in the class drop down box. | Brent Luyet |
| Aug 25 2006 | | |
| Collection Letters | We have added two new options in the collection letters setup in Practice Setup:
oldest patient owed dos
oldest insurance owed dos | Mark D. Baker |
| Aug 25 2006 | | |
| MulitiSearch | Add day of the week to MultiSchedule | Brent Luyet |
| Aug 25 2006 | | |
| MuiltiSearch | Alphebetized all the filed in multisearch | Brent Luyet |
| Aug 22 2006 | | |
| Print Send To Collections List | Modified report to add a break by provider and a order by patient balance or total balance. | Mark D. Baker |
| Aug 18 2006 | | |
| Appointments | Time Insert turn Olive and the time defaults to now.time | Brent Luyet |
| Aug 18 2006 | | |
| Appointments | Classes no longer changes during rescedule or if the AY button is cliked only the Visit Type changes. | Brent Luyet |
| Aug 18 2006 | | |
| Appointments | Today’s Date is always a light yellow | Brent Luyet |
| Aug 18 2006 | | |
| Refunds Report | Added a new report called Refunds Report. This allows you to get a list of patients with a credit patient and/or insurance balance. | Mark D. Baker |
| Aug 18 2006 | | |
| Charge Entry | New Custom Setting.
Charge Entry - Use Delivery Provider When Automatically Moving OBPRE Payments (Y/N)?
The default is "N". | Mark D. Baker |
| Aug 17 2006 | | |
| Schedule Setup | Fixed the all provider for block and block days | Brent Luyet |
| Aug 16 2006 | | |
| Appointments | Alphabetized docs by last name on time insert. | Brent Luyet |
| Aug 16 2006 | | |
| Schedule SetUp | Changed doc last name and first name on schedule set up and alphabetized them | Brent Luyet |
| Aug 11 2006 | | |
| Website | Website is fully functioning again. | Brent Luyet |