Improved lab and vitals tracking, including the ability to create panels that you follow in your tracked lab results, and the ability to push the values from a results document into the text of an encounter note.
Improvements to billing reports.
When viewing multiple users’ calendars side by side, you can set the order that the calendar columns appear.
We are now able to generate and sync ADT/HL7 messages with labs and billing services. If you have an external billing system or a lab that we don’t have an integration with, demographics can be kept in sync. Set up by request.
End of Day summary (billing report) shows subscriptions by primary assigned provider.
Uni-directional integration with VCS Test.
Bi-directional integration with Vibrant America labs.
Admin > Manage menu reordered to alphabetical order.
Users can manage the list of vitals
that shows on the main Vitals block, as well as manage the list of enterable lab and vitals fields.
Inventory sales report can be grouped by inventory item type.
Revenue-per-patient report updated to show amounts of payments as well as charges.
Pediatric height/weight graphs automatically adjust in scale according to the readings on file.
For new practices or by request, Patient Portal now has a “home” button that allows the patient to easily return the the first screen they see upon logging in.
More colors added for drawing on markable charting templates (images that you can draw on and then save to the patient’s chart).
Better filtering and error flagging added to Insurance Payments billing report tab and EDI generator.
Bi-directional integration with Access Labs.
The Charge List now clearly shows which charges are associated with inventory items.
When editing a pharmacy’s details, new option to match to a pharmacy in the formal NCPDP database (so you can ensure the pharmacy details are correct and send eRxs).
Can now add estimated charges
using Chart Part templates (to group estimated charges together and/or add estimated charges along with other items).
New option to have supplement product codes shown on the Patient Portal.
Incoming secure messages can generate an email notification to the specific provider/user the secure message is directed to (rather than to a central inbox).
Lab results grid view now has locked left-hand (test name/label) column so that the test result names will not move/will remain visible as you scroll.
You can now schedule future-dated lab orders.
Graph showing the total number of patients in the practice now adjusts for patients marked inactive or deceased.
You can eRx all medications in a SOAP note by hovering over the plan box and selecting that option (like you’ve always been able to do with eFaxing).
Supplement Plan Manager
allows you to add in a grid-row item in case you want to free-text in another timed activity.
Easier to bulk-create overdue Stripe Subscription invoices.
New free text search field in the Documents block of the patient’s chart allows you to search that patient’s documents for a document with specific word(s) in the title field.
Improved interface for tablets.
Injections as an alternate plan-type can now support templates and workflows similar to IVs.
Calendar now supports up to 20 simultanious appointments for the same provider.
When taking payments you can give the credit/payment a name (used to create a credit pool for later applying to specific charges or charge types).
When allocating payments/credits to unpaid charges, you can now use specific payments/credits to pay specific charges (previously, the system presented one pool of credit, which was automatically applied starting with the oldest credits).
BioReference interface generates labels for phelbotomists.
Health Maintenence reports can be exported to Excel.
Cosigner name/cosign date shows when printing encounters.
When exporting the results of an Advanced Patient Search
, patients’ insurance details are included in the exported file.
Format of the printable prescription form now supports several layouts.
When printing labels for dispensed drugs, you can now notify patients via text that their prescription is ready for pickup.
Integration with NutrimentRx online supplement dispensary.
CPL bidirectional upgrade completed.
When patients register online, certain tags can be automatically applied based on question responses, and a primary provider can be assigned.
Can now change how SOAP notes treat up and left-arrows when chart-part suggestions are showing (they can either be set to jump to the suggestions or move around the text area as normal).
Export charges to spreadsheet – resulting spreadsheet will now show patient DOB as well.
Patient demographic report allows you to see your patient population distribution by ZIP code.
If a patient is part of a group account, hovering over the group name in the Patient Information block will show what categories of service that group will pay for.
There is now a field to enter product barcodes within Charge List entries.
Bidirectional interface with HealthImages.
Can disable patients’ ability to create new supplement definitions through the My Supplements page on the Patient Portal.
Can disable patients’ ability to request an appointment via the Patient Portal or to send a secure messages on a patient-by-patient basis.
Lab results fields and vitals readings can accommodate non-numeric text entries (for example, color for urinalysis readings).
Improved layout of the insurance invoice.
New Chart Part variable for listing the patient’s vaccines on record: [[pt_vaccines]].
For clients with a Twilio integration: received SMS messages now appear with the patient name associated.
LabCorp bi-directional integration approved.
Stripe users can now opt whether or not to prorate a subscription charge when changing or cancelling the patient’s subscription plan.
Added support for multiple Bioreference accounts in a single location.
Major improvements to the charges-added check report, including showing multiple SOAP notes per patient (if applicable), including a filter by location, and allowing a date-range.
Can now print graphed lab results.
Outbound faxes can be sent without any patient associated.
Patient timezone support! A patient’s timezone can now be set in the Home Address tab of the Patient Information window, making it so that appointment reminders and the upcoming appointment notice in the Patient Portal will show the appointment time in the patient’s timezone.
Improvements to the estimated charges module, including making it possible for estimated charges to deduct from inventory, and the ability to add sales tax when estimates are approved.
Major improvements to the user-management system.
Added a Controlled Substances report for easier state-reporting.
End-of-Day report now includes insurance payments and write-offs.
Added ability to renew/refill prescription medications that were originally added to the patient’s chart as self-reported/admin records.
Simplified display for resources (rooms/chairs) in calendar views.
If a Chart Part includes an action (diagnosis, prescription, lab order, etc.) that has been inactivated, it is now clear from the Chart Part management view.
If patients have overdue subscriptions in Stripe, the outstanding subscription amount now shows on patient statements.
Improvements to the Income Report.
Integration with Select Laboratories.
Hovering over the red “Inactive” or “Deceased” label on patient charts will tell you who set them to this status.
HCFA now uses providers full first name, and also supports more preset configurations.
Estimated charges – created a feature to be able to add “estimated” charges to a patient’s account that do not affect the patient’s balance, but are easily tracked and then converted to regular charges or removed, as needed. This can be used to more easily generate estimates for patients or to track usage under a package purchase made.
Email notices to patients for secure message notices and document notices include “Dear [First Name]”, so that it is clear which patient on a shared family email account the notice is meant for.
Improvements to the inbound fax rotating and splitting tool.
Iframe/embedded calendar option available, so that you can embed the appointment request module outside of the Patient Portal in your website to be able to allow prospective patients (who have not yet registered or signed up for the Portal) to request appointments.
Added a wait-list tool for tracking patients who want to be scheduled into the next available appointment slot.
Added ability to delete comments appended to signed SOAP notes.
Major API roll out for patient data, encounter data, and document data endpoints.
“For Review” task tab (listing documents marked as needing review) now shows document categorization as a column.
Added the General Wellness Plan manager, similar to the supplement plan manager, for organizing and tracking ALL of a patient’s treatment plan items.
SMS message history now shown at the bottom of the window where you compose new SMS messages to a patient (clients with Twilio integration only).
Improvements to the eRx system.
Added option to check a box to show voided charges on an insurance invoice.
Improvements to bulk-XML export (for clients running advanced analytics).
Filters added for calendar report
(export to Excel), including the ability to include deleted appointments.
New Chart Part text variables for all diagnoses in a particular SOAP note – [[soap_dxs]] – and the patient’s next upcoming appointment – [[next_apt]].
When reviewing email history, it will now include details about any documents attached to those emails
Almost all parts of the calendar now display in 12-hour time by default.
Re-organization of top-level menus, including the addition of the Pt Portal menu and user initials on the top right.
Added the ability for a patient to be able to create a new supplement entry in the supplement list via the Patient Portal (if they are trying to add the supplements they are taking to their chart via the My Supplements tab, but cannot find the specific supplement in the search).
Integration with Hint Health.
Health Maintenance rules can be edited or deleted.
Patients can be set to prospective-status, which makes them show up differently in searches and reports.
When assigning diagnoses, orders, drugs, etc. to Chart Parts, you can now search the full database by adding a “+” to your search.
Option to make the patient’s insurance information appear in the Patient Information block on the patient’s dashboard.
Option to have tags show the associated note where they appear in the Patient Information block on the patient’s dashboard.
Pharmacy searches now pull from the national NCPDP database.
The size of the free-text PMH note was enlarged.
Patient questionnaires are now able to add tags to patient charts depending on answers
Inbound faxes now include an option to “Review Now”, in addition to being able to send to the task list for later review.
ERx for non-controlled substances live.
Improvements to iCal feed for syncing calendar.
Inventory management window now shows wholesale/retail pricing on overview screen.
When patients are subscribed through groups/companies, this information now shows on the patient dashboard where monthly subscriptions usually show.
HCFA-1500 can generate the RED version that has a non-printing background.
Sales tax will automatically recalculate if you edit a charge amount.
Insurance billing report shows secondary insurance coverage, if applicable.
Fixed bug where sharing a handout via Chart Part would sometimes print the title of the handout in the text of the SOAP note.
New text variable for Chart Part templates for pushing just the patient’s active PMH items: [[pt_pmh_active]].
can now be used with charges that pull from inventory and for charges that are being billed to insurance.
Bi-directional integration with Singulex.