Exclusions Information – Patient and Carrier Buttons
We have added Patient and Carrier buttons on the Exclusions Information screen so you
can access patient information and the Carriers master file directly from the Exclusions
Information screen to resolve the exclusion error.
Submitter Type – Test Mode Indicator
We have enhanced the Claims Submission Wizard so that when a claim is marked to run in
test mode in the Submitter Types master file the system displays [TEST MODE] in the
Claims Submission Wizard next to the selected submitter type.
Previously, no visual indicator was displayed if a submitter type was set to Test in the
Submitter Types master file.
Report Center Menu Updates
We have color coded the report sections in the Report Center to correlate with the colors of
the corresponding PM toolbar content areas.
PM Toolbar Content Areas:
Visit Number No Longer Appended for Certain CPIDs
To meet specific carrier requirements, the alpha character (included on the visit number to
differentiate the number of times the claim is billed) will now be stripped from claims for the
CPIDs listed below.
CPID 1402, 1410, and 1429
CPID 1513
To improve workflow efficiency, we have changed the number of days pending renewal
requests are displayed in the Prescriptions Renewal Requests grid from 30 to 14, as most
pharmacies do not accept prescription renewal requests that are older than 14 days.
Mail Merge Options Moved
The Patient Mail Merge and Collections Mail Merge options have been moved from the
Reports drop-down menu to the Utilities drop-down menu.
Go to the Utilities | Mail Merge drop-down menu to access and run these reports.
Previous to this update, the mail merge options were accessed in the Reports menu as
follows:
Required Signatures on Consent Forms
We have updated AdvancedPatient™ consent forms with a new required signature field,
[requiredsignature], to help your office capture needed signatures.
Use the required signature field to indicate when a patient must sign or decline to sign a
consent form.
Required signature fields are marked with a red asterisk.
Consent form templates are set up in Master Files | Templates | AdvancedPatient Forms | Patient Consent Forms in PM and in Admin | Templates | Patient Consent Form Templates in EHR.
New Report Center
We are happy to announce the following updates to the Report Center:
Insurance Tab
We have added a new Patient Information display field on the Insurance tab that contains the patient’s name, date of birth, and social security number, so both insurance and patient information can be found on one screen.
AdvancedPatient Suite (PM/EHR/Mobile)
We have updated AdvancedPatient™ consent forms with a new required signature field, [requiredsignature], to help your office capture needed signatures. Use the required signature field to indicate when a patient must sign or decline to sign a consent form.
Report Center (PM)
We are happy to announce the following updates to the Report Center:
• The new Report Center has replaced the legacy Report Center.
• Scheduling, AdvancedInsight, and the new Report Center display in the Reports drop-down menu.
• All links in the Reports drop-down menu will open the new Report Center.
• Flex reports, Inventory, and EMR reports are only available in Internet Explorer®.
Patient Demographics (PM)
We have added a new Patient Information display field on the Insurance tab that contains the patient’s name, date of birth, and social security number, so both insurance and patient information can be found on one screen.