Medtrio, HIPAA Ready Windows Based Medical Software.

These changes listed below are updates that have been made to Gyntech Software.
The Changes in Red are changes that will be updated tonight.

Programs	Description	User

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
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
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
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
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
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
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
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
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
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
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
Scheduler	Clicking the Tiime Label will clear out the time in the time text box	Brent Luyet
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Patient Ledger Detail Report	An "Exclude ICD Codes" checkbox was added.	Mark D. Baker
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
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
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
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: CLM12345-2359065**11^^8YAYYB~ DTP431D820081222~ DTP484D820080417~ REFF8987654321~ 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
MulitiSearch	Add day of the week to MultiSchedule	Brent Luyet
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
Appointments	Classes no longer changes during rescedule or if the AY button is cliked only the Visit Type changes.	Brent Luyet
Appointments	Today’s Date is always a light yellow	Brent Luyet
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
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
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

GynTek

An office management package that allows the provider the opportunity to concentrate on patient care and leaves the day to day operations to the staff.