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General Changes
Help Screens: Redesigned all help screens.
Patient Name Line: will be displayed in Light Gray if the patient is inactive (rather than yellow).
Fields: Right clicking fields allows for Copy, Paste options.
Scanned Images (tab page): Changed [Scanned Images] tab page label to [Images] since images can be scanned or imported. This was changed on the "Master File", "Claim", and "Exam (SOAP Notes)" screens.
Appointments (on Screen)
Walk In Appt (button): Allow walk in appointment for existing patients.
Walk In Appt (button): Mark walk in appointment status as "In-Office".
Print Schedule (button): Print an appointment schedule for the selected date.
Patient Menu - Appointments
Closed Office Hours: When making an appointment on a day the office has been closed, the reason for closing the office (eg: Vacation, Holiday, etc…) will be displayed.
Sts (field): Added the appointment Status (Sts) field. Shows Canceled, In Office, Missed, Checked Out, or Rescheduled
Patient Menu - Claims
Popups / Alerts: Added a [Popup] column to the [Claim Tracking] tab page. Change the [Status] column to "P" for "Popup Alerts". Select the screens you would like the alert to popup on using the [Popup] column.
Popups / Alerts: Added a [Visit] column to the [Claim Tracking] tab page. Enter the visit number you would like to start displaying this alert for. The alert will be displayed when the patient reaches the visit number you entered.
Patient Menu - Insurance Headers
Insured's Id (field): Press <F4> to past the patient's SSN. Right clicking the mouse will no longer bring in the patient's SSN but will instead allow Copy / Paste options.
Insurance Key Code (field): If you change an insurance header key code, the scanned card image will be moved to the new insurance header key code.
Patient Menu - Transactions
Quick Statement (button): Added the option to email statements to patients who have email addresses.
Patient Menu - Exams (SOAP Notes)
Doctor (field): Enter the doctor that will be recorded as performing the services when the [Register & Save] button is selected.
Save & Register (button): Added the option to register patients from the Exam screen. Patients will be registered (based on the test findings) with the procedure codes associated with each exam test. The doctor that will be recorded as performing the services should be entered into the new "Doctor" field. If the "Doctor" field is left blank, then the patient's default doctor will be recorded as having performed the services.
Print (button): Added option to print visit notes for selected doctors.
Print (button): Added option to print visit notes for all claims.
Print (button): Added option to print visit notes for a specific insurance company.
Print (button): The doctor's e-Signature can be printed on the visit notes if the doctors' signature has been scanned into the provider file and "Print Line for Dr's Signature?" is set to "Yes".
Billing Menu - Insurance Billing
Transmit Billing / Get Response Files (button): Added the ability to transmit billing and get response files for Availity billings using SFTP. This is a much simpler way to electronically bill through Availity. Please contact Herfert Software if you are billing through Availity (as your clearinghouse)
Billing Menu - Statements
Email (field): Added the option to email statements to patients who have email addresses. Be sure to change the "Email" field to "Yes" and the "Print Option" to "Email". Afterwards, change the "Email" option to "No" to print the remaining statements to patients without email addresses.
Billing Menu - Print Response Files
Auto Post (button): If MESSA was billed and BCBSM responded with a rejection and also indicated the claim was forwarded to MESSA, then the rejection will not be posted.
Billing Menu - Charge Accounts - Care Plans
Code (field): Added the option to print a care plan list for a specific care plan code.
Reports Menu - Appointments
Doctors (field): Added option to select multiple doctors for the report.
Next Appointment Type (column): Added a "Next Appointment Type" column to the "Detailed Appointment" schedule.
Reports Menu - Transactions (Daily)
Doctors (field): Added option to select multiple doctors for the report.
Procedure Code Display (field): Added the option to display procedure codes as CPT codes or your (in house) key codes.
Reports Menu - Year to Date
Doctors (field): Added option to select multiple doctors for the report.
Procedure Code Display (field): Added the option to display procedure codes as CPT codes or your (in house) key codes.
Customize Menu - Providers
Electronic Signature (scan): Added the ability to scan in the doctor's eSignature on the "Id Numbers" tab page. Once scanned in, the eSignature will print on the Exams (SOAP Notes).
Customize Menu - Procedure Codes
Restock (field): Added the Restock field. Enter the level you want the quantity on hand to reach before being reminded to reorder.
Customize Menu - Exam Tests
Proc Cd (field): Procedure (Key) Code to register when this exam test is answered. See the [Register & Save] button on the Exams screen.
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