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General Changes
Senior Citizen: An image will be displayed to the right of the "ID" field if a patient is 65 years of age or older. This can be used as an on screen reminder that the patient may be eligible for Medicare. If a senior citizen has a birthday within two weeks or had a birthday in the past 7 days the image will show a person with party balloons. Patient's younger than 65 will display only party balloons. Click on the image to display patient's birthday and age.
(02/01/06 - Klapp)
Tool Bar - New Shortcuts
Print Screen: Added toolbar button to print the screen currently displayed.
(11/07/05 - Gary)
Calculator: Added toolbar button to open the Windows calculator.
(10/05/05 - Gary)
Patient Menu: Added toolbar buttons for Registration, Appointments, Post Patient Payments, Post Insurance Payments, Master File, Claims, Insurance Headers, Transactions, Payments, and Exams.
(11/07/05 - Klapp)
Tool Bar - Appointment Schedule
New Patient Appt (button): This new option allows you to create an appointment for a patient that has not been in your office yet - without having to assign a patient id or create a master file record for the patient. You can also click on the desired appointment date in the calendar prior to clicking this button.
(11/07/05 - Candy)
Status (field): Added new option "O" for Checked Out (registered).
(11/09/05 - Candy)
Patient Menu - Registration
Paid Today (field): Press <F4> or <Double Click> in this field to pay off the patient's balance.
(01/12/06 - Starr)
Patient Menu - Appointments
New Patient (button): This new option allows you to create an appointment for a patient that has not been in your office yet - without having to assign a patient id or create a master file record for the patient.
(10/11/05 - Gary)
Patient Menu - Post Patient Payment
Paid Today (field): Press <F4> or <Double Click> in this field to pay off the patient's balance.
(01/12/06 - Starr)
Patient Menu - Master File
ID (Feild): Press <Ctrl I> while in this field to change the patient's ID number. You must be on your highest level password to change a patient's ID.
(11/30/05 - McRae)
Notes / Patient Tracking (Tab Page): If patient tracking info is entered for a date greater than today, then (* >) will be displayed.
(01/25/06 - Klapp)
Patient Menu - Claims
Claim Tracking (Tab Page): If claim tracking info is active, then (* >) will be displayed. Claim tracking is considered active if the tracking date is greater than today or the tracking status is marked as active.
(01/25/06 - Klapp)
Patient Menu - Transactions
View History (Button): The date and number of the last patient statement will be displayed on this screen.
(01/12/06 - Dorais)
Quick Statement (Button): Added [Post Dates] button to show that the statement was sent to the patient.
(01/12/06 - Dorais)
Patient Menu - Exams
Sub Level (Field): Added the following choices.
CC Costal Condral
WR Wrist
SH Shoulder
KN Knee
ANK Ankle
EL Elbow
HIP Hip
TMJ Temporomandibular Joint
(01/23/06 - Garnett)
Billing Menu - Insurance Billing
Submission Number (field): Added the option to re-bill services by entering the electronic billing submission number.
(02/03/06 - Gary)
Electronic Billing Submission Number: The ANSI electronic billing submission number will be stored in the transaction history file per transaction. Example: if the submission number is 41 then the transaction history file will display "EBill A041". It used to display "EBill ANSI" for all ANSI electronic billing.
(02/02/06 - Gary)
Billing Menu - Statements
Exclude Patients Billed Within ?? Days (Field): Exclude patients that have already received a statement within ?? days. Enter <0> (zero) to ignore this option..
(01/12/06 - Dorais)
Billing Menu - Print Response Files
Automatic Posting: Added the ability to automatically post payments from your 835 electronic billing response files. Use this option with caution. Be sure you have actually received your check prior to automatically posting. You should print the report so you can follow along as it posts. You will be given the opportunity to review each payment with a choice to [Post Payment], [Skip Payment], or [Cancel]. Once you feel confident that all payments are posting properly, you can choose the option to "Post All Payments (without asking)".
(02/16/06 - Gary)
We would like to hear from our customers on how this feature works in your office.
We would also like to hear any suggestions you have to improve this feature.
Please fax or email your comments to us at (586)776-3250 or Gary@HerfertSoftware.com.
Reports Menu - Appointments
General: Added (user defined) appointment type colors to the reports.
(10/11/05 - Morningstar - McMath)
Reports Menu - Patient Correspondence
Labels (Avery 5160): Added "File Folder Labels" option to print "File Folder" or "Travel Card" labels.
(12/23/05 - Simmons)
Address / Phone Listing: Added Cell phone to this report.
(02/14/06 - Gary)
Insured's (field): No longer have to enter the insured's id you are searching for with corresponding dashes.
(12/05/05 - Garnett)
Claim Tracking: Removed claim tracking options from this screen. The claim tracking report can be printed from claim tracking toolbar option.
(10/05/05 - Gary)
Customize Menu - Providers
NPI (field): Added new field "NPI" to enter the provider's National Provider ID.
(01/10/06 - HIPAA)
Customize Menu - System Configuration
Use Previous Procedure (field): When entering a procedure at registration, use charges and write offs from a previously entered procedure (with the same procedure code) as defaults for the new procedure. Example: Once posting is complete for a procedure, the co-pay and allowed amount (as well as what will be written off) has been recorded. Using this option allows you to automatically bring that information in when registering (the same) procedures.
The "Patient Pays" field (on the Claim screen) must be 0.00 for the claims you want this to work on.
(01/09/06 - Rassel)
Auto Delete Appts: Added new option: Keep All (never delete any appointments).
(11/09/05 - Candy)
Other Changes - General
Save / Cancel (buttons): When secondary screens are displayed, the [Save] and [Cancel] buttons will close the secondary screen and return you to the previous screen. Example, if you add a new patient from the "Registration" screen, the "Master File" screen is displayed. When you click on the [Save] button, you will be returned to the "Registration" screen.
(10/17/05 - Simmons)
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