New Products & Features

Report Center (PM)
The standard report help files have been updated with new report descriptions, and sample reports.

Report Center (PM)
When you save settings for a report, the name of the saved settings now displays in a list at the top of the associated report screen.

CBO (PM)
We have added an Office Key drop-down list to the CBO Confirm Appointment screen. The Office Key drop-down list can be used to change keys on the Confirm Appointments screen.

Report Center (PM)
You can now add saved settings via a Report Sets pop-up window within the report screen.

Dashboard (PM) We are excited to announce our new Coming Soon overlay, which will display when you first log in to PM. The overlay announces features and that will be available soon.

We have updated the patient portal to streamline account creation, password resetting, and the login process. The Patient Portal Invite button will now change to Resend after the initial invite has been sent to allow you to resend the portal invitation email before the patient sets up their account. After a patient has set up … Continued

System Defaults (PM)
We have added a new system default, Show What’s New Presentation, so you can turn on or off the Coming Soon Overlay.

AdvancedPatient (PM/EHR/Mobile)
We have added Option Group controls to Patient Form Templates. The Option Group controls allow you to select one of two or more options.

We are excited to announce that we have updated the ERA Rules master file with functionality to include a next action with a custom rule. Next actions dictate what will occur next as part of the rule.

We are excited to announce we have updated the mobile app Schedule so you can now add, edit, and delete appointments. We have also made several updates to the mobile app patient demographic information, such as: • Added a new driver license scanner to automatically add patient demographic information • Added a new Edit Patient … Continued

We have redesigned the Eligibility Details screen so that it will display additional information. Carriers might return additional information when you log in automatically to a carrier portal using the portal authentication available in the Carriers master file. The amount and type of information returned depends on the carrier.

Rebill Claims (PM)
We have enhanced how you rebill claims in CBO office keys. You can now rebill claims for sub-office keys from the CBO master key using the new Office Key drop-down in the Rebill Claims screen.