v5.25.0909 is a minor release! Here are the update notes for your perusal...
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*** EXTREMELY IMPORTANT CHANGES ***
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We hope you take the time to read through all of the changes - but it is vitally important that you understand the following few changes:
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Appointments/Schedules/Care Plans
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__ Added Birthday images to Visual Arriver.
__ Added Copy Holiday Setup From functionality to Practitioners -> Setup Wizard -> Appointment Times wizard to make new prac setup easier.
__ Added full OB Troubleshooting Sync process to the BuddyBuddy Automation.
__ Added process to Auto-Open OB Recon after various points in the system to make it easier to stay on top of.
__ Added Bday indicator to VA screen.
__ Modified date nav on schds - when you choose a date, regardless of your nav options, the schd will go to that specific date.
__ Modified From Care Plan list in Move Appts to Care Plan screen to be more readable.
__ Modified OB Recon process to prefer active patients so when you have duplicate patients, the default isn't to add the appt to the inactive file.
__ Modified image usage control on Online Booking setup to try to prevent "Image too large" errors. Call if you are still getting them as they can still occur for different reasons.
__ Resolved issue in Appt Tracker where patient name would not update when Discontinuing a Care Plan.
__ Resolved issue with Care Plan list in [Move Appts] From Care Plan list to make it easier to find what you are after.
__ Resolved rare issue in EOD Syncing when done on Saturdays, when a prac's schd terminates that Saturday.
__ Resolved issue with BuddyBuddy Automation not properly copying forward Appt Comments.
__ Resolved issue in OB Recon screen emailing patients who are not saved yet. They save under the clinic emails but I think you are better to add the patient first.
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Billing/Payments/Items/Third Party
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__ Added "Exit after processing" option back into EOD process - but only when all other users are logged out :)
__ Added "Third Party Billing Breakdown" report to A/R Reports.
__ Added User Security Right to Bill TELUS Manually from checkout screen for those cases you need to submit manually through the TELUS Portal.
__ Added Copy From box to MVA Payr forms to make it easier to carry information forward :)
__ Added DisplayAs field to SOA 3rd (Owing) tab for easier reading.
__ Added [DoIt] button to MVA Payr screen to make it easier to do reports in 3 weeks.
__ Added "Show daily Pre-Authorization for Payors" to System Setup screen. When set this will show additional fields in the 3rd Party Payr screen to allow you to track your billing pre-authorizations.
__ Added 3rd Party Statement quick viewing from 3rd Party A/R box on Patn Prac tab.
__ Added ability to Merge Items on the Item Setup screen so you can easily merge up items you have accidentally added in. This process updates your history as well for reporting purposes.
__ Added security setting to allow you to remove the ability to submit TELUS manually from some users - the default is to not allow them.
__ Added Third Party Billing Breakdown report to A/R Reports so you could see what you have billed to various 3rd parties.
__ Resolved issue with Payor display on checkout showing differently than Payor display on left hand side - they should now match at all times.
__ Resolved Billing Adjustment slowness in some cases.
__ Resolved issue with Billing Adjustments "Payments (only)" for Yesterday.
__ Resolved issue with Thermal receipts not printing.
__ Resolved issue displaying TELUS eClaims in Patient Tracker for some patients.
__ Resolved issue with Notes being too large when receiving 3rd Party Payments causing issues.
__ Resolved issues with various Tax Reports not showing any results.
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Email/SMS
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__Added Email to BuddyBuddy Automation to speed up general use in ChiroSUITE. This will queue emails to be sent out from server so that control can more quickly return to your ChiroSUITE. We would like to expand this functionality to automate reminder emails but having difficulty envisioning how that should function. Any feedback you have would be welcome :)
__ Added ability to combine text reminders in instances where patients have multiple reminders in a single day as coming in for the earliest appt was too much for them :)
__ Added ability to add 2nd & 3rd text reminders for patients using the T2xt & T3xt texting types. These will be additional texts to the standard 24hr notice they are receiving :)
__ Modified [+SendText] process from Appt Screen to always pull default SMS Reminder so it is easier to test your changes :)
__ Modified Send Reminder Emails process to prevent you from sending all emails when issues exist.
__ Modified Send Calendar Attachments screen to close when empty.
__ Modified Emailing reminders process to prevent issues when recipient emails are flagged with issues.
__ Modified the [+Send Text] process on the Appt Setup screen to pull the current reminder text verbiage instead of the verbiage at the time of Texting setup.
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Integrations
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__ Added ability to [Send Test SMS] from TruTexting/SimpleTexting setup screens :)
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Patients
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__ Added Refresh button to main manu call list.
__ Added Call Type History tab to Call List screen to allow you to see a history of similar calls made to that patient of the same call type :)
__ Added ability to Merge Patients in the same Family group using the normal screen.
__ Added Call Type History to Call Progress Entry screen to make it possible to see the patient's history for those types of calls/contacts.
__ Modified Patient Merge functionality to give you more options when dealing with families, merging duplicate patients who are part of families, or removing patients from families.
__ Modified sort order on Patient Tracker - TELUS Health to get things displaying in more sense.
__ Resolved issue of double matches when searching patients by email address.
__ Resolved issue in Call List when navigating to the last call in the list.
__ Resolved issue with email search.
__ Resolved issue on Patient Tracker with [Remove ALL Setup] for Family Billing.
__ Resolved issue with Call Progress Entry screen where last call in list would throw an error.
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Practitioners / Users
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__ Added "Exit after processing" back into EOD process.
__ Modified Practitioners list to remove those that are no longer active. Also removed them from User's lists to load on open.
__ Resolved issue with logon images.
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Reporting
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__ Added Cancelled / Deleted / No Shows to Patient Visit Statistics reports.
__ Added KPI to Stats Report screen for a clinic. We will do custom reporting for clinics for a fee :)
__ Resolved issue in the Tax Summary SvsP report.
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SOAP Notes & Paperless Office
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__ Added additional functionality to the Verify File Checker process to make it easier to cleanup your database.
__ Modified [+] SpecDocs to limit sizing as setup. Contact support if you are having issues :)
__ Modified SOAP Comments section to better display & restrict when they are too large to be saved.
__ Resolved an issue editing SpecDocs.
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TELUS eClaims
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__ Added New Providers Roles (Kinesiologist, Sexologist, Athletic Therapist)
__ Added New Procedure Codes for new Provider Roles
__ Added New Licensing Bodies for new Provider Roles