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Required Changes
Michigan Medicaid: will require 10 digit beneficiary id numbers as of January 16, 2008. If you do not enter leading 0's (zeros) to existing id numbers, the Herfert Software program will automatically add the required leading 0's (zeros) on all Michigan Medicaid billings.
ClearConnect (clearinghouse): requires 1J REF in the 2010AA loop - after NPI's Only.
General Changes
Statements: Added "Security Code" to the "Return Receipt" section of the statements.
Appointments (on screen): Added a [Walk In Appt] button to create an appointment for a new patient that came in your office without an appointment.
Appointments (on screen): Changed toolbar tip from "Appointment Schedule" to "Appointment Schedule | <Ctrl A>". Pressing <Ctrl A> on your keyboard is a shortcut to activate this screen.
Insert Template | Edit Template (buttons): Added these buttons to the Master File, Claim, Insurance Header, and Exam screens. These buttons work the same as the old ones - but allow you to create as many template files as you want for each section of the program. <Right Click> on the buttons if you only want to use the default template files.
Patient Menu - Registration
Patient eligible for Medicare (message): When you register a patient who is a senior, you will be prompted that the patient may be eligible for Medicare. This message will only appear if the patient has not been in your office since they turned 65.
Claim # (field): When you enter a claim number that does not exist, you will be prompted with "Add New Claim". If you answer [Yes], a new option has been added to prompt you with "Duplicate Claim?". This allows you to duplicate the information from the previous claim or create a blank claim (if you answered [No])
Patient Menu - Post Insurance Payments
Post Non-Payments (button): The non payment description will no longer be carried over when you post insurance payments.
Post Adjustments (button): The list of HIPAA reason codes will now display the inactive date if the code should no longer be used. In addition, active codes will be displayed in green and inactive codes will be displayed in yellow.
Patient Menu - Master File
License (field): New field to enter the patient's driver's license number.
Security Code (field) [Credit Authorization] tab page: New credit card security code field for credit card verification value or code (CVV2 or CVC2).
Patient Menu - Claims
Care Plan (new options): Added beginning and ending date care plan fields. Added new care plan options where visits can be reset separately from charges.
Prior Authorization # (field): Increased the field size from 15 to 20 characters.
Narrative (field): Added a button on the narrative fields (of the [Dx Narrative] tab page) to be able to select diagnosis (from the diagnosis file).
Patient Menu - Exams
Sub Lvl (field): Added list of options for this field. <Right Click> the field to view options.
Billing Menu - Print Response Files
Delete (button): When you delete an 835 response file (electronic EOB), it will be saved in the Archive folder. To include scanned images in your backup:
1. Click on the [Utilities] menu then [Word Processing] then [Open Backup].
2. Add the following line: \herfertw\pcplus\archive\*.* then click [Save].
Auto Post (button): Added option to disburse write-offs by pressing <F5>.
Billing Menu - Charge Accounts
Care Plan (new options): Added a [Print List of Care Plans] button which will list all care plans whether they are up for renewal or not. Also added options to be able to select dates or visits to include on the care plan listing. Added a new [Print List of Care Plan Charges] button which will print a list of new charges for care plans that are up for renewal. This allows you to view the new charges prior to actually posting the new charges.
Reports Menu - Insurance Follow Up
Rearranged Columns: Re-arranged the "Bill Date" and "Dr" columns for easier reading.
Reports Menu - Patient Correspondence
Primary Phone: Changed reports to display the patient's primary phone # - rather than the home phone #.
Doctors (field): Changed to allow selection of multiple doctors. Also added the option to exclude doctors.
Utilities Menu - Word Processing
Open Receipt (button): A new merge code ~56~ allows the patient's insurance balance to be printed on standard style receipts.
Customize - Providers
Display Name - First, Middle, Last (field): This name will be displayed on screens and reports. This can be used for offices that have multiple doctors - who all bill under the same name.
Notes (tab page): Added a notes tab page to enter info about the provider. Example: Start dates, dates provider became effective with an insurance, etc...
Prefix (field): Added Prefix to Dr's Name. The prefix will print in front of the doctor's name on patient statements and exam notes.
Duplicate (button): Add a new doctor record based on the doctor currently displayed.
Customize - Procedure Codes
InActive (field): Added the option to mark procedure codes as inactive so they cannot be added at registration.
Print Inventory (button): Added the [Print Inventory] button.
Customize - System Configuration
Default Dr: Added the ability to set the default doctor for your clinic.
Customize - Exam Tests
Answers: 11 answers can now be entered per test.
Initial Remarks (Test 28): Added Test 28 which is used to enter initial remarks.
Delete (button): Added a delete button to clear the exam test. Also allows you to remove the test from every exam record for every patient.
Customize - Set Clinic Date
Menu: Changed menu selection from "Set Clinic Date" to "Set Clinic Date | <Ctrl D>". Pressing <Ctrl D> on your keyboard is a shortcut to activate this screen.
Help - Connect to Technician
Menu: New menu option: "Connect to Technician | <Ctrl F1>". This will allow a Herfert Software representative to connect to and access your computer. Pressing <Ctrl F1> on your keyboard is a shortcut to activate this screen.
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