Recent Changes to Autumn8...

 

3.727 4/2/2007 Added opportunity to set From and To Dates for Patient List, Patients who have had 1 Procedure.

3.726 Added  integration.

3.725 3/20/2008 Added ability to add P.A.R.T. in box 19 to IT=(Onset Date) if both are checked in Map Claims. It does not add Visit number and series, just P.A.R.T.

3.724 3/13/2008 Added Preference on the Claims, Charges Receipts Tab to set the Default Quick Pay Type when adding a new payment. If not set, PC (Patient Check) continues to be the default. Changed Resubmit Claims in Mass to NOT resubmit Closed Claims, unless you mark the option to resubmit them also.

3.723 2/22/2008 Added Audits of New Appointments made. The program will monitor who made the appointment when, for which patient at what scheduled time/date in which column.

3.722 Made the Search by CPT box much more friendly when entering charges, and added a checkbox to always start search by CPT, instead of by default searching by ID.

3.721 02/13/2008 Added flexibility to EXCLUDE one patient type when processing claims. This will also exclude that type from the holdups.

3.720 02/04/2008 Added First Name First capability in Map Claim Forms.

3.719 01/30/2008 Added Ref. Phy. to the Printout of Patient Information from the Patient Data Screen.

3.718 01/29/2008 Added ability to customize letterhead text when printing appointments for one patient. Added Product # to inventory items, and added that number to the inventory report. Added a report for just one patient in MIA.

3.717 01/28/2008 Added EDI choices in Map Claim Forms for leaving off Legacy ID's.

3.716 If a Claim is NYWC, marking it to Resubmit in Apply Payments will now cause that claim to be put back ready to print the NYWC Finish Screen, and the claim memo will be updated that it was marked to resubmit.

3.715 01/18/2008 Added Write Offs and Assigned to Patient Columns in Periodic Practice Stats for CPT by Insurance Co.

3.714  01/17/2008 Added Payment2 to the Print Charges Feature in the Charge Screen. Also added that rport to the Misc. Actions Menu in the Charge Screen.

3.713 01/15/2008 New Preference to make Print Alignment Settings for Claims computer specific. Removed archaic claim behavior that brought Program Name (box 11C) from the memo field at the bottom of the Policy Screen memo.

3.712 01/14/2008 Added Sec. payment to Insurance Payment totals on Summary by Date Transaction report.

3.711 1/9/2008 Added Inactive Only to choice on patient list: Since Last Visit

3.710 Added ability to mass update the Deductible for patients whose Primary Insurance is a specific company, like Medicare. This feature is located in the at the top of the Reset Deductibles, Visits Dollars Screen. If you have already reset deductibles left for the year, you can reset just the patients with that insurance again.

3.709 1/4/2008 Added Payroll Hours Report to exclusion on User Level 76

3.708 12/28/2007 Added option in Map Claim Forms to leave the name and address of the insurance company off of the top of the paper claim.

3.707 12/11/2007 Added ability to customize fee slip with the default charges. New Fee slip is downloadable from the web site, but will overwrite other changes you have may have made to the "stock" fee slip. Up to five default charges can be displayed.

3.706 12/6/2007 Added "Last Visit After... to Household Mailing Labels (Same Last Name, Same Address).

3.705 12/5/07 Added integration for BestNotes.

3.704 11/30/2007 Sped up creating a new day in appointment book. Changed Grid in Print Claim Screen.

3.703 11/27/07 Massages to ERA posting to charges  as indicated on EOB.

3.702 11/12/2007 Tweaks to appointment book to trap some of the amusing settings some users try when setting preferences.

3.701 Added option in Map Claims Form to Make box 28 blank. Added New tool to repopulate the appointment book from the patient's future appointments table if data has been lost. Added Secondary Payment Column in Apply Insurance Screen to the Charge Grid at the bottom of the screen. Changed behavior of the "All" buttons for patient portion and write offs so that you do not have to edit existing data to zero in those colums. The program will add remaining to what is currently in that field.

3.700 11/6/2007 Added NO MIA's to Patient Data Screen, to keep that patient from appearing in the MIA list (in the future).

3.699 11/2/2007 Changed behavior in Diagnosis screen to increment Priority beyond 5. A sixth (current) Diagnosis will be assigned a priority 6, a 7th will be assigned a 7 etc. This is because CMS (Medicare) will now accept Diags 5-8 in the EDI claim file, and will also accept it in box 21 on the paper/print image form. EDI has been been altered to accept diags 5-8, the paper/print image format will be following in the next few days. Previously entered diags with a priority of 5 will be assigned 6,7,8 as needed automatically by the program. There are currently no provisions for pointing to the additional diagnoses. Added option in Map Claim forms to use the additional diags.

3.698 10/28/2007 Added Option in Misc. Claims Reports, Processed Claims to limit by Provider. Added Preference to reposition the CPT code in Prnt Image Claims to allow for 4 th modifier to display. NOTE: Turning on this feature may cause a need for Re-Mapping by your clearinghouse.

3.697 10/25/2007 Tweaks to ERA to accept uncommon elements when loading the file.

3.696 10/24/2007 Added choice in Patient Lists to Hand Pick a list. Added option in Process Claims to allow inclusion on claims charges with a zero charge amount. Potentially, this could cause rejection of an entire EDI Batch, so be careful if using this option.

3.695  10/23/2007 Changed "Show Insurance Information" in Charge Screen to the new format found now in the Policy Screen.

3.694 10/22/2007 Added Work and Cells numbers (and Phone Preference) in the Schedule New Patient Screen.

3.693 Added check box in Pick Patient Screen to switch search from SSN to Home Phone number (without area code).   

3.692  10/16/2007  Introduced new payment type: DD for Direct Deposit. This type of payment will be created in the system the first time you enter the QuickPay Screen after this update. You can manually choose direct deposit when entering a Quick Payment or in Apply Payments. The ERA will look for the payment type, and assign it as DD if the payment is going directly to your bank account (ACH) rather than as a check to the office. The following reports were updated to reflect the direct deposit: DAR, Deposit Report, Weekly Stats, Monthly Stats. In addition, the Deposits Report now allows a report including only checks and cash (leaving off direct deposit and credit cards).

3.691  10/16/2007 Tweaked Fee Slip Printing to pay attention to which output bin you wanted the printer to use.

3.690  10/12/2007 New "Test It" button in Policy Screen to detail what your Co-Pay clicks mean, to make sure you have it set correctly. Added check box for Using $, in addition to the Use % box that has been there. Made cosmetic changes to that screen.

3.689 10/11/2007 Added Start and End Dates to Recurring Appointment Blocks to make it easier to remove blocks temporarily. Added option in Map Claims to print the visit date for a patient in Box 19. Added warnings about losing Diagnosis Pointing when updating all diags on all charges in the Diagnosis screen.

3.688 10/10/2007 Changed layout of Tools menu, nesting most of the entries in to 6 categories; Help and Documents,Global Patient Changes, Claims and Accounts, Appointments, Periodic Actions and System. Left Clock-IN/Out out of a nest, as well as Import/Exports if applicable.

3.687 10/10/2007 Added Post Batch Summary Report in EDI Claim screen to show all of the claims that made it in the batch (by Control Number).

3.686 10/9/2007 Changed the way Deleting Diags works. The diagnosis is no longer actually deleted, but rather hidden from view, and altered so that it can no longer be used on any charges or claims. Deleting diags is still not recommended unless it was a mistake to have entered it in the first place. "Deleted" Diags can be viewed with the Show Deleted button, and edited back in use by changing the Priority and the "In Use Until Date".

3.685 Assorted traps included in EDI creation to reduce the impact of input errors or omissions. Batch will not be created if one of the Primary insurance companies is missing a Payor ID. Claims will be skipped if Diags have been deleted. There is now an EDI Holds report available on the screen for skipped claims because of diags being blank.

3.684 Added automatic send to update appointments after changes have been made to Preferences relating to Appointment Book times and slots. Tweaked the update process, including reminders to close Autumn8 on OTHER machines before performing update.

3.683 10/4/2007 Changed Labels on Diagnosis Grid in Patient Diagnosis Screen, Start Date is now "In Use From" and Expiration Date has been changed to "In Use Until". No functionality has been altered. Also on the Diag Screen... when you hit the Add Diagnosis Button, the program will hide any expired diags, so that the Priorities on the new diags will be correct. Added a new option in the Preferences screen to set the color of Rows that have Row Notes.

3.682 9/28/2007 Added option in Map Claim Forms to use NPIfacility in Loop 2310B instead of NPI Provider.

3.681 9/27/2007 Added  to the length of the CPT fields in the Master Procedure screen, allowing for the inclusion of an extra modifier (now a total of 4 are allowed).

3.680 9/26/2007 Changed behavior of program when cancelling scheduling a new patient. The program will now give back the PIN it started to use.

3.679 9/21/2007 Added new option in Preferences to set 2 appointment slots per 15 minutes in the appointment book. Fixed spell checker to hold added words.

3.678 9/20/2007 Added Nature of Condition, Manifestation Date and Date Last Seen as possibilities in Box 19 for Print Image Claims in Map Claim Forms, Other Options. This joins the fields that were already available, NOTE: In order to print the additional EDI information in the patient screen must have data in the fields you want to show in Box 19.

3.677 9/18/07 Added ID choice box to ISA02 in Master EDI Receivers. Added 9F as Qualifier in the Ref. Prov. Screen for NPI.

3.676 9/11/2007 Tweaked refreshing of appointments.

3.675 8/31/2007 Added 5 additional Provider ID's.

3.674 8/28/2007 Tweaked Inventory report. Added "Active Only" default to Patient List: Since Last Visit. Added DOB and Date Time Stamp to Call Screen in Apply Payments.

3.673 8/22/2007 Added option in Map Claim Forms to meet MDOnline request for additional data in Box19. In order to populate, there must be data in Additional EDI Case Info in Patient Data Screen, including Onset, First Treatment and Nature of Condition (either Acute or Acute Manifestation).

3.672 8/20/2007 Added "Clone this Claim" in Map Claim Form. Made Map Claims more accessible from EDI and Print Claim Screens. Tweaked the Insurance Payment report so that payments are reflected for rendering provider, not patient's assigned provider. Expunged write-offs (from quickpay screen) from  Revenue by Insurance Co. periodic practice stat. Added 8 digit no spaces date options in Print Claim Screen.

3.671 8/14/2007 New Option in Apply Payment screen on the Menu Bar: Go to Claim #... This will take you that claim, even if it's for a different patient than you are currently on.

3.670 8/14/2007 Added Option in Appointment Preferences to Force Re-Checkout-Out of Patient if setting appointment. This is to allow setting multiple future Appointments (on one day) without having to go through all of the prompts each time. You will have to manually re-check-out the patient after setting the appointment(s).

3.669 8/11/2007 Changed Email Reminders to only send one email per patient, reminding them only of the first appointment if the have multiples on that day. Trapped a problem that required the first line of the email message to be non blank. It can be blank now.

3.668 8/10/2007 Changed criterion for a claim status of "Call". It will be Call only if remaining is above zero, and you press the "Call" button, and affirmatively answer that you want the status to be Call. All claims with zero remaining wil now automatically be assigned the status of "Closed".

3.667 8/8/2007 Skipped 3.666 so as not to freak anyone out. Major tweaks to ERA.

3.665 08/08/2007 Streamlined the ability to change Provider specific numbers in the creation of the 837 by allowing ID's from the Provider Screen to be used in the Master EDI Receiver Screen.

3.664 8/7/2007 Added Email Appointment Reminders. See Instructions, under Master Files, Email Appointment Reminders.

3.663 New option in Transaction Report to detail on the Sales tax Charges.

3.662 8/2/2007 Added Payer CLaim Control # to ERA EOB. Changed EDI Claim Creation to observe using no Legacy ID's in Loop 2310B.

3.661 Added Override for Additional Ref in loop 2010AA, in Map Claim Forms, EDI Provider ID's.

3.660 07/25/2007 Added additional breakouts for the Deposit Report.

3.659 07/25/2007 New Choice in Map Claim Forms on the More Options Tab to populate Box 15 with the last X-Ray Date for Print Image Claims only.

3.658 07/24/2007 Added choice on Print Claims Screen to Print the Secondary Insurance Address on the left (when sending Primarys) on Print Image Files, to assist clearing houses in handling automatic claim creation to secondary after payments are received.

3.657 07/23/2007 Added Preference, under Claims to leave Box32 Blank if the Procedure Place of Service is a 12. One should make that procedure an "Exclusive" charge on a claim because the first charge on that claim will determine whether box 32 prints or not.

3.656 07/20/2007 Added option in Patient lists for first three choices to be limited by having an email address or not. Also made available the Name  components (last, first, middle initial) on those lists.

3.655 07/19/2007 New Prompt when adding a new insurance policy (if one already exists) to determine if you want to add a secondary, or a new primary (making the old policy neither primary nor secondary).

3.653 7/12/2007 New option in EDI Claim screen to limit the batch being created to just one provider.

3.652 Added ability to set Submitter ID and TIN in EDI for each Provider in Map Claim Form.

3.651 07/06/2007 New option in Map Claim Forms will make Box 32 Blank.

3.650 6/29/2007 Added choice to print a Provider ID in one of the NPI spaces, if so mapped in Map Claim Forms.

3.649 6/28/2007 Added "Last Visit to Inactive Patient List. Added option to set date for all diags entered for a patient, if today's date, first visit or onset date don't satisfy the need.

3.648 6/18/2007 Added ability to change the date formatting on NPI paper claim forms for each date field. In the Claim Print Screen, check the box to observe Set Date Formats, then go to Set Date Formats on the menubar. There you pick which format (4 digit or 2 digit years) you want for each date field on the paper claim form.

3.647 Added X-ray to Initial treatment  for automatic inclusion in Box 19 when that Map Claim Option is chosen (IT="EDI Onset Date".XRAY="Last EDI info Xray Date").

3.646 6/6/2007 Changed ALL dates on new claim forms, paper and print image to two digit year format.

3.645 6/5/2007 Added new choices for which date to use on new diags. Unless they have no diags, the default will be today's date, otherwise it will be First Visit Date (and will suggest the FVD for the first 10 days after that date). You can also choose to use the latest additional onset date, or click back to today's date.

3.644 Added new tool to globally change all patients to either send statements or not send payments. Added access to scanned documents from the File Menu in Apply Payments.

3.643 5/30/2007 Tweaked Periodic Practice Stats to be faster. Made "None" in NPI choice for box 33a actually leave 33a blank.

3.642 5/30/2007 Added option in Master Procedures to designate a Procedure as a reexam (it does not have to be an exam CPT), and prompt to add a new onset date, and expire current diags (on the date prior to the charge date). When entering charges in the Charge screen (does not work when entering Default Charges from the Appointment Book), you may add the new onset date AND expire the diags, or just do one or the other. The default setting is to just add a new onset date. Moved this screen (Recent Changes) up in the menu order under Tools.

3.641 5/29/2007 Sped up processing of claims when processing by just one patient, and or by just one procedure.

3.640 5/21/2007 Added new option in Map Claim forms to force a "1" only in Box 24E, regardless of how the diags are pointed to  in the charge screen.

3.639 5/15/2007 Changed numbering on Nice File creation in EDI 837 to correspond better with Functional Acknowledgement 997.

3.638 5/14/2007 Added check box option on Quick Pay screen to show Patient Portion Balance for Self Pay patients. Changed "First Day of the Week" to Sunday in Weekly Stats.

3.637 5/10/2007 Added button in ERA screen to post one ERA, in addion to the 1 claim, or all ERA's already there. Added button to produce an EOB for just one ERA record, instead of all still un-posted.

3.636 5/9/2007 Added option in Monthly stats to report by clinic in addition to Provider. 05/10/2007 did the same thing for weekly stats in 3.636a.

3.635 5/8/2007 Tweaked NPI Print Image file creation to add extra line after Insured ID and after Diag 3 if Preference for that behavior is checked in Preferences, claims.

3.634 5/3/2007 Added Preference for 10 Appointment slots per 30 minutes. This is similar to 5 per 15 minutes, except that the :15 is not shown on the screen, and if printed, the appointments scheduled all appear to be at :00 or :30, rather than :00, :03, :06 etc. Additionally, for all other appointment slot settings, there is a new option on  the  One Patient Appointments screen to round the appointment times on the print out. Rounding happens to the previous quarter hour (or 10 minute segment).

3.633 5/2/2007 Added Report to MIA screen. The report will include the patients showing on the screen, based on which button is clicked as to which MIA's to show.  Also added ability to manually create an MIA on that screen. Added button to show ALL Doctor Calls in MIA. Added "Money" as a reason for not rescheduling.

3.632 4/24/2007 Added ability to stop using legacy ID's in EDI claims when using the NPI. Added choice in EDI Receivers to add Tax ID as a Ref in 2310B.

3.631 4/17/2007 Added “Skip Secondary” in Print Claims Screen. Added Tracer Letter to Menu Bar under tracers in Apply Payment Screen.

3.630 Added Transaction Report to Misc. Actions on menu bar in Charge Screen.

3.629 Changed new claim printing to observe 2 digit years.

3.628 3/20/2007 Re-designed the Reports Menu on the Main Screen, nesting all of the reports in  to 5 categories; Daily Operations, Collections, Administrative, Contacts and Statisitics. The purpose of the change was to make it easier to find the reports.

3.627 3/7/2007 Re-tooled Print Image File for new Claim Form.

3.626 3/5/2007 Tweaked statements to observe more restrictions when printing all patients with charges and payments in period. Changed size and location of panel indicating inactive procedures in Master Procedure screen.

3.625 Added Pre-Batch Summary report in EDI claim screen. You must first select the receiver for whom you are sending claims before running the report. The report is located on the menu bar.

3.624 2/23/2007 Changed EDI Nice File creation location to c:\a8\edi\Nice837. Added ability to get to Clinic Master screen from EDI Master Receiver screen. 3.624a: Tweaked export to DP to re-export patients who have been edited in Autumn8.

3.623 2/22/2007 Added search and other tweaks to Ref. Prov Master Screen.

3.622 2/21/2007 Changed Buttons in Apply Payments for Re-submission and printitng secondary. There is a now just one button, labeled "Marked to Print...". A submenu will appear allowing you to resubmit, mark to print secondary only, or Mark as Corrected ('C' in Box 10D if indicated in Map Claims, or CLM105 as a 6 in EDI).

3.621 2/21/2007 Changed MIA to not create record if the appointment calendar date is not today. Tweaked MIA behavior on networked systems to behave better.

3.620 2/20/200 Fixed New Claim form not to burp when using SSN in Box 33 from the SSN field in the provider screen.

3.619 2/19/2007 Re-programmed charge screen to be faster when entering the screen to add charges.

3.618 02/18/2007 Added option to use NPI on EDI claims. The checkbox for using the NPI is on the Master Files, EDI Receivers screen, and can be picked one receiver at time, in case some carriers want it, and some do not yet.

3.617 02/14/2007 Added "Blank" as a choice of the Provider ID labels in Master Provider if Carrier is requiring NO QUALIFIER on new claim form.

3.616 02/07/2007 Added Print Option on Patient Diagnosis Screen. Added Nick Name to MIA screen.

3.615 02/06/2007 Added option to add scroll bar on Patient Data Screen, on the Menu Bar under File. Changed "Change Patient" on the menu bar in Apply Payments back to a location not nested under File.

3.614 2/5/2007 Tweaked Provider and Patient Data screens to better fit on wide screen displays.

3.613 2/2/2007 Changed MIA to delete the record the next time an appointment is made, instead of waiting until the next check-in.

3.612 Added ability to change provider at check out when posting default charges. The change applies to that visit only, and affects ALL default charges.

3.611 01/20/2007 Added Missing in Action, to manage patients who drop out of care. Please see details and instructions for use on the Preferences Screen, Missing in Action Tab.

3.610  01/17/2007 Added three new shortcuts in charge entry screen; Alt a for hitting the Another button, Alt s for Saving the charge, and Alt f for hitting the finish button. Tweaked patient portion calculation when units exceed 1 and there is a max allowed.

3.609 01/13/2007 Added Print Image for New Claim Format (with NPI). Only use after communicating with your clearinghouse, as the new claim will have to be re-mapped.

3.608 01/10/2007 Due to overlapping fields, changed the data field for Pregnancy Indicator. Please check patients that had been marked as pregnant in the Patient Other Data screen to re-mark them as pregnant if you need that field checked for EDI claims processing.

3.607 01/09/2007 Added Per Cent Paid to Periodic Practice Stat; Charges by Cpt/Description by Insurance Co.

3.606 01/4/2007 Tweaked Print Image Claims to show Claim # instead of PIN.

3.605 12/20/2006 Tweaked the generate claim processs so that charges that span different years CANNOT appear on the same claim form. Added reminder upon entry of the program to RESET Deductibles (under tools). The reminder will pop up from 12/26/2006 through January 6th. Added Holdup for leaving Box 12 Records Release Date Blank. You can choose to ignore this holdup also by clicking on the Ignore checkbox in the Generate Claims Screen. Added Resubmission Code (7) to EDI file, if claim status is resubmit.

3.604 12/18/2006 Added option in ERA to not assign patient after Primary payment IF there is a secondary policy.

3.603b 12/13/2006 Added Clean Claims to the Misc. Actions on the Charges Screen Menu. Changed fonts in policy screen.

3.603 12/12/2006 Added new Master File: Outsourced Collections, for adding companies to which you want to assign accounts to for collection (in Apply Payment Screen). Added screen in Apply payments for actually assigning claims to collections. They must be assigned one at a time. Also, redesigned Menu Bar in Apply Payments, put some functions under the File Menu.

3.602 12/11/2006 Added Patient List for Patient's that have had visits within a date range. Also added a button to uncheck all fields in that screen for faster field choosing.

3.601 12/8/2006 Added export of Autumn8 data for Docs Plus.

3.600 12/7/2006 Added sum of patient portion charges to each patient on the DAR. Added button  to expire ALL current diags in the Patient Diagnosis screen.

3.599 12/6/2006 Re-instituted option of writing "Gradual" or any other non-date input for Initial Onset Date. Additional onsets must still be dates only. To utilize the option, click on"Allow Non-Date Input" below the Onset field, then type in the box below the checkbox. Added "Alert" button in Apply Payment Screen.

3.598 12/5/2006 Added more options to Resubmit Claims in Mass. You can now choose just one specific insurance company to resubmit to, and you can resubmit partial payments also.

3.597 11/29/2006 Improved Tracer Report so that the exclusions and options work for One Patient's and One Company's buttons also.

3.596 Happy Thanksgiving! Changed behavior of Pick Patient screen to show patient list by alpha last name order if the cursor begins in the last name box. Tweaked calendars for onset date and others in Patient Data screen. You can no longer input Gradual or Unknown in the original onset date box. Use First visit date if onset date is unknown and not an accident date.

3.595 11/21/2006 Added tool for nuking all Nick Names in the system (helpful if conversion data is populating that field).

3.594 11/21/2006 Resolution tweaks to Charges, Pick Patient, Preferences and Policy. Made both statement types consistent in the spacing of addresses o fit window envelpes.

3.593 11/14/2006 Amended 21 day letter in Patient Data. Made "Make these the Default Charges Button" available when entering charges.

3.592 11/13/2006 Added WO's to weekly stats.

3.591 11/13/2006 Added Nick Name and "Deceased" inputs to Patient Data Screen. Nick Name appears in Pick Patient Screen and the Appointment Book when used. Deceased automatically checks the "Send No Mailing Labels" box when checked.

3.590 11/10/2006 Tweaks to ERA, editing diags in Charges screen, Print Claims Screen.

3.589 11/8/2006 New Claim form is supported for paper printing. Please see instructions by pressing the "Instructions for New Claim Form" button on the left side of the Print Claims Screen.

3.588 11/1/2006 Tweaked ERA. Added fields to Master Provider for new NPI.

3.587 10/30/2007 Added Loop 2010AA Ref inputs to Master EDI Receiver Screen.

3.586 Added popup reminder that "today" is a person's birthday (if it is) when you check them in in the appointment book. The appointment book calendar is the determiner of "today".

3.585 10/26/2006 Added CPT, Insured Name to Tracer Report

3.584 10/23/2006 Added Electronic Remittance Advice (ERA) screen, to either create a written EOB from ERA's and/or automatically post payments in the Apply Payment screen. Instructions for the new screen can be printed out from that screen, which is available from the Main Screen, under Claims, or from the Apply Payment Screen, under Bulk Check.

3.583 10/16/2006 Made it easier to add a missed time card entry in TC section of viewdata.

3.582 10/13/2006 Added Insured ID to Claims with balances (by Ins. Co.) under Claims Reports

3.581 10/9/2006 Tweaked size and appearance of Bulk Check screen.

3.580 9/26/2006 changed calculation method of AAE segment Loop 2400 in EDI claim form for COB.

3.579 9/18/2006 New Print Component for Patient Lists screen.

3.578 Added Claim Count to Monthly Stats. A-F, various tweaks.

3.576&7 8/30/2006 Tweaked Letters to observe NO Mailing Labels/Letters check box in patient data screen. Tweaked IDPA

3.575 8/11/-8/29/2006 Various tweaks. Changed the way update patient portion works. Added start and end date control, plus the program will NO LONGER UPDATE patient portion if there has already been an entry to assign patient in the Apply Payment Screen. Added tool to populate date of time of charge date entry if null.

3.574 8/10/2006 Convinced EDI file creation to observe "Hold" put on charge line item(s) in apply Payment screen.

3.573 8/9/2006 Tweaked Appointment Book totals in columns and at the top of the screen to not count "Marked Off" cancelled or rescheduled appointments.

3.572 Added "Invite tgi to My PC" under Tools in Autumn8

3.571 8/8/2006 Created extremely limited User Level (100). This user level can only access the appointments and basic patient data. No access to charges, payments, master files, preferences, tools or reports is allowed. This user level cannot change the active/inactive status of a patient. Added audit of who changed Patient's Active/Inactive status (if allowed to).

3.570 8/3/2006 Added button to assign 80% of remaining amount on line item as payment amount when applying payments to line items in Apply Payment Screen.

3.569 8/1/2006 chaged behavior of "ALL" button in apply payments, over the Charges Payment column to not take more than the unapplied amount of the payment.

3.568 8/1/2006 Added option when Printing Appointments to truncate display  (turns off word wrap). This may cause phone numbers to not fully display when printing, but it prevents an additional line from being created in order to print the full phone number.

3.567 7/29/2006 Set password protection for view data screen when you want to edit or delete records. Password is available from CustomerCare, but only to person in whose name the license is registered.

3.566 7/21/2006 New option to include DC's only in Demo 45 indicator in Map Claim Forms.

3.565 7/21/2006 Added New Periodic Practice Report: Activity by CPT/Description, by Insurance Co. so that you can see how specific insurance co's are paying for specifc items.

3.564 7/20/2006 Added tool in Main Screen that will remove the check mark in the Patient Account screen that directs the program to use only Patient Portion amounts on statements. This will clear the check mark for ALL PATIENTS.

3.563 7/18/2006 Added option in DAR to include Patient Balances (Full account and patient portion).

3.562 7/17-7/18/2006 Fixed strangeness in Charges screen not counting CarePlan visit # correctly, massaged Pateint Portion badness when applying only to claim, fixed Diags entry with sets to observe the use first visit date checkbox.

3.561 7/6/2006 Added option in Apply Payments to HIDE CLOSED CLAIMS. New Option added in Print Claims screen to only print Secondary Claims to paper (when marked to print in the Apply Payment Screen).

3.560 7/5/2006 Various tweaks. Update to Word processing Engine.

3.559 6/26/2006 Added deletion of Pat Portion charge records to the Audit Report.

3.558 6/21/2006 Added buttons on Transaction Report Screen to start period at the first of last year, and the first of this year. Strengthened protection of INSCO ID in the Master Insurance screen, to prevent ID change if Insurance company is in use. Changed behavior or Get Visit Type Screen to allow pressing of the Enter key without clicking with Mouse if accepting OV as the visit type.

3.557 6/19/2006 Redesigned layout of One Patient's Appointments options screen, making it easier to find choices. Added option in that screen to reschedule a patient, marking them off the book (leaving original appointment in it's place).

3.556 6/15/2006 Added Export to Excel Button for many of the Periodic Practice Stats.

3.555 6/13/2006 Added ability to make a note for a missed appointment (after calling), located  on One Patient's Appt. Screen, (or by double licking on missed appointment) and choosing the button for Adding Notes to Missed Appointment. After a note exists, the appointment is no longer colored red, but changes to a yellow background.

3.554 6/2/2006 Added Choice to leave Boxes 9, 9a, 9b blank on CMS-1500 and Print Image claims.

3.553 6/1/2006 Tweaks to roundings of sales tax numbers in charge screen, aging reports and statements.

3.552 5/31/2006 Added new choices when setting an appointment for displaying the Procedure ID and the Provider ID instead of the Visit Type on the appointment screen. This is useful if you want to specify and display the provider and a specific procedure to be performed on that vist. To access those options, choose the Visit Type as normal, then press the "More Details" button (on the Get Visit Type Screen).

3.551 5/30/2006 Made "First/Last Activity" button on statement screen available when accessing the Statement Screen from Charges, QuickPay  Apply Payments and the Patient Data screens.  

3.550 5/23/2006 Added cloning feature for Master EDI Receivers (on Menu Bar).

3.549 Tweaked color appointment printing to do a better job after alerted appointment has printed.

3.548 5/22/2006 added report in Periodic Practice Stats to detail the individual charge items in that period that Sales Tax is marked to charge. It does not show sales tax charged (that is a seperate report (total only). in that same screen.

3.547 5/19/2006 Added Payments to View of Check Out Patient's charges 9when you double click on crossed out name on appointment book. Added Count of Checked out patients to Monthly stats. Totals may not agree with number of visits, because a patient is only counted once as a visit on a given day, but they could be on the appointment book more than once that day. Archived appointments do not show in these totals.  

3.546 5/18/2006 Added Visits for One Date choice in Patient Lists.

3.545 5/17/2006 Changed location of option to print Appointments in Black and White Only from Preferences Menu Bar to the new Print Appointments options screen. Added ability to print appointments by day part only (AM or PM) on that screen also. B/W option will "remember" setting made on that screen for 1 computer at a time...

3.544 5/15/2006 Added picture of Sadie to the new Utilities program screen :-) Added tracking database to bulk checks in Apply Payments. NOTE: Tthis tracking will only work on payments entered AFTER this update. Previously entered payments will not track on this screen. Changed wording in Letters screen from "Process letters" to "Choose Recipient(s)".

3.543 Added item on Menu Bar, Appointments to show only those rows that have an appointment time available.

3.542 Added more filters  for Non-Aged Full Account and Patient Portion Balance reports.

3.541 5/8/2006 Added option to show or hide the Patient Portion Summary (green numbers) on Charge Screen for Self Pay patients. Added REF for Demo 45 Project on EDI claims.

3.540 5/5/2006 Updated the Illinois Public AID (DFS) claim form. Master Provider MUST have the Taxonomy Code filled in to use this form. Map Claim form Code must still be "IDPA" to use this form.

3.539 5/3/2006 Added new checkbox in Process Claims to allow only 1 date per claim. This is a "remembered" setting, and will stay checked on THAT computer until unchecked.

3.538 New choice in Audit Report screen to limit report to one patient.

3.537 5/2/2006 Added ability to produce deposit report by one User (the one logged in when payment was entered).

3.536 5/2/2006 Changed View Data access. Can now only be accessed for Users with a Level 5 designation. Added ability to edit staff hours. Access edit screen in the View Data Screen (TC on the menu bar). A password, available from tech support is necessary to edit the times.

3.535 5/1/2006 Added Claim Adjustment Reasons for EDI in Apply Payment Screen. To Print out a list of possible reasons, go to Print (in the Apply Payment Screen0. To add a reason for receiving less than full payment, press the "Show Claim Adj. Reasons" Button on the right side of the green panel (when applying a payment to line items). Hit the "New Button, change the Group if necessary, choose a reason, and type in the adjusted amount (allowed amount). Hit Save when finished. Yopu may add more than one reason per line item, press New to add additional reasons for adjusted payments from the primary payer.

3.534 4/28/2006 added option to do Ins. Payment report by all providers. Added option in Map Claim Forms (more Options) to print "IT= Initial treatment date (comes from onset) in box 19 of CMS-1500 form.

3.533 4/21/2006 Changed EDI file creation to repeat Loop 2000A when claim form being used changes, even if Provider does not change. Tweaked Clock-in/out to hide input after OK button is pushed. Tweaks to Default Diagnosis behavior.

3.532 4/14/2006 Tweaked appointment book to show more appointments when screen resolution is increased

3.531 4/7/2006 Changed EDI file creation to follow the claim's Insurance company (use the company on the claim in the Apply Payment Screen) rather than following the Policy Screen, as Print Claims does.

3.530 4/2/2006 "Visits Left" now displays to the left of calendar on appt.book whether the patient has a policy limit or a Care Plan. (CP overrides Policy, but usually a patient has one or the other).

3.529 3/28/2006 Appointments now print in color. If printing on a monochrome printer, set the preference on the menu bar to Print appointments in Black and White, otherwise, some appointments will appear quite washed out.

3.528 3/27/2006 Added Preference to Prompt for Fee Slip. This allows you to save other fee slips (must end with .qr2 extension), and then choose which fee slip to print when checking a patient in. The feature is disabled when printing all fee slips for one day.

3.527 Added new option in Master Procedures to NOT charge a specific procedure against a deductible IF you also check the box in the Policy Screen to observe the Procedures Screen box. The need for this feature is triggered when some procedures count toward the deductible and some don't in a specific insurance plan.

Added a warning when attempting to add data in the Apply Payment charge grid (bottom grid) BEFORE hitting the button to create a new payment for the claim on which those charges reside. Changed labeling on that grid for the Deductible/CoPay Patient Charge to read "Patient Portion". Changed behavior of Charge Grid to show only the Patient Portion Column (grayed, to indicate it is read-only) or the Applied Patient Portion, the part you change. Also added a check box to cause BOTH columns to display concurrently (as it has in the past).

Added "Hide Patient Names" to appointment menu, in case you need to take the appt. schedule to a screening, or some other public event, and need to protect the privacy of the people on the schedule, but need to see what appt. times are available.

3.526 Added Preference setting for causing program to assign provider to a claim based on the the Patient's default provider, rather than which provider performed the service (rendering provider). This can cause unexpected results as to patient balances when viewed by provider, as the charge will be assigned to the  rendering provider, but the payment will assigned to the default provider, becuase the claim will belong to the default. Be careful using this preference.

3.525 Changed the way patient balance shows on the charge screen when there have no patient portion charges, but there have been patient payments.

3.524 Change behavior of reflecting Prefs chages to appointment book to retain additional blocks of time marked off. Changed addition of charges for Self pay Patients to automatically be assigned a -1 claim number.

3.523 Added capability of EDI format to allow for EDI Access Number (ED) in the contact number. Precede the number with "ED". This will also create an additional REF in 2010AA (G5).

3.522 Tweaked printing of claims from the preview screen so that the behavior is the same as having printed without previewing (marking them as printed, and noting in the claim comments).

3.521 Aded "Change Patient" option on Menu Bar of Policy screen.

3.520 3/6/06 Added Start/End dates for policies in Policy Screen. Please NOTE: These dates are for reference only at this time. The program does not pay attention to them (but will in the future).

3.519 Added Cell Phone number to data list in Patient Lists report screen.

3.518 Added Cell, Fax and Email to Prospect screen.

3.517 Added option for program to not consider as holdups two new exceptions: patient gender and patient marital status... in the Process Claims Screen.

3.516 Added ability to include Letterhead and Tax ID on Transaction report if being used for patients' expenses for taxes. The option only appears when doing report for one patient (at a time).

3.515a: Added button in Print Claim Screen to Un mark a claim to be printed. This is only available on claims marked to be printed... not on reprint selections from the left side of the screen.

3.515 Added Reprint by batch for EDI claims. Under Utility in the EDI screen. Please NOTE: The batches are only saved from this version forward, so past batches created before this version will not be able to be re-printed using this method. Tweaked speed of Insurance Tracer report.  

3.514 2/3/2006 Added Tracer Letters (Under Reports). These letters are intended to to be sent to the insurance company as an inquiry about non payment. Major re-tooling of one patient's appointment screen (all under the hood) with no apparent change to functionality.

3.513 Added patient type to name on DAR printout. Numerous tweaks in various places.

3.512 New choice in transaction report for Patient payments exclusive of CRE's.

3.511 Added button on Main Screen to hide Empty Rows (same behavior as Menu  Item under Appts.). Added Checkbox in Diag Screen to ask whether update Additional Onset Date when adding a new Diag.

3.510 Added Charges Only option to the transaction report. Changed Button in Generate Statement screen (for one patient)  that made First/Last Dates be the first/last charge dates, to indicate first/last activity (in case payment was after last charge date).

3.509 Added Write Offs Only as a reporting option in Transaction Reports.

3.508 Tweaks to: Quickpay screen display of balances;Charge Screen diplay of fields in charge grid; Appointment book display of one patient's appointments when multiple appointments occur on same line.

3.507 Set EDI file to skip Chiropractic Cetification if Taxonomy code of Treating Provider does not start with 111N.

3.506 Tweaks to Policy screen. Insured ID no longer copies SSN from patient when insured is self on new policies.

3.505 1/8/2006 Tweak to print image file process, to avoid extra page character if previously previewed (on the first page). Added option when producing Receivables report by insurance company to exclude patient detail.

3.504 Added opton in Mailing Labels to choose by Future Appointment, by Visit Type.

3.503 Added Account Summary dropdown display in Apply Payments.

3.502 Tweaks to Future Appointments after reschedules, Cancellations, and Moves.

3.501 Changed Print Claims behavior to populate Box 19 with Description 2 of EDI/Additional Onsets data IF present. If nothing is typed there, then the policy Box 19 field will print as usual. This way, a changing message to Box 19 can follow the onset date on re-prints of claims. Tweaked Print Inventory screen, added additional options.

3.500 Added CarePlan 12/6/2005 A new feature located in the Charges Screen to keep up with and be reminded when a specified number of visits have been performed, without the patient having to have an insurance policy in force.

3.499 Added By Birth Date to Patient Lists

3.498 Forced automatic deletion of work files prior to copying of files for DAR.

3.497 Added designator for appointment reminders in Patient Data Screen for new email feature coming soon.

3.496 Created new checkbox Quickpay screen to show balance by just one provider.

3.495 Added the ability to customize the group designator (Household, Family, etc.) when printing mailing labels by Household.

3.494 Added option to create recurring color segments on the appointment book. Colors can be chosen to paint the appointmment book by day, column and times (like the recurring blocks). This feature can be accessed in the preferences screen, or on the menu bar under Appointments. Added checkbox to eliminate the word "Estimated" from the statement when reporting the patient portion.

3.493 Tweaked update of appointments to reflect changes to preferences. Added button to patient memo screen to insert patient name, PIN and first visit date.

3.492 Diag screen now displays additional onset dates, and will ask upon saving a new or edited diagnosis if you want to add an onset date if the diag being saved has a start date later than the newest date in onsets.

3.491 Added Patient Memo access from the Apply Payment Screen (on the menu bar).

3.490 When printing Medicare secondaries to paper or print image, if the secondary is not marked to be medicare in the master insurance screen, the program will now correctly identify it as Major Med on the CMS 1500 output.

3.489 11/11/2006 Added option to print Daily Activity Report by Clinic.

3.488 Added ability to unmark or mark "Send Statements" for ALL patients. The option is on the menu bar in the Statements screen. Added tool to unmark Charging interest for ALL patients. Be careful with these folks :-)

3.487 Added Email Send button on the pick patient screen (visible if email address has already been inputted for patient on Other Data screen).

3.486 Major change in the way Apply Insurance Payments screen behaves. It is no longer necessary to hit a button to update patient portion after changing Assign to Patient  amounts (when applying to line items). You do not have to hit the apply button either. When entering new payments, assign to patient is automatically copied from amounts already designated as patient portions. Changed the scheme for calculating balances on the charge screen, from using the claim header for write off amounts, to using the write offs in the charges (claim detail).

3.485  Greatly speeded up appointment book actions in viewing apointments for one patient. Added REF02 for Loop 2010BB on EDI claims in Master Insurance Screen, additional Payor ID

3.484 Adde option in Print Mailing Labels to choose all households, same last name, same address, consolidated to one label.

3.483 Created ability to make an insurance company Inactive in the Master Insurance Co. Screen.

3.482 Changed NY Workers Comp form to reflect the new C4. Editing of old claims may be necessary if they are re-printed, as the new for form will be used, and needs additional information.

3.481 10/19/2005 It is no longer necessary to EMPTY A DAY on the appointment book after making a change to the day in Preferences. You will still have to manually update days previously created, either one day or a time, or ALL of the days already created by going to Appointments on the menu bar after saving your changes in Preferences. The appointments already booked will remain on the schedule.

3.480 Sped up opening of the program.

3.479 Added option in Policy screen to copy Adjuster info from a different  insco marked as an attorney. Click on the button marked "View Attorneys Only" to bring up the list of of Insurance Co's that are marked as attorneys in the master insurance co screen.

3.478a Changed view of visits this year to be initiated by button push instead of automatically showing total, to speed opening of charges screen.

3.478 Tweaks to Call Screen in Apply Insurance Payments.

3.477 Extended Demo 45 functionality to EDI claims.

3.476 Added date of last cycle for edi claims when pregnancy indicator is positive (to justify absence of X-rays) on the Other Data Screen.

3.475 Added delete option for Mailing Lists to which patients are assigned on the Other Data screen. Added Pregnancy indicator on Other Data screen and included positive response on EDI claims. (Only check pregnant when a "Y" for pregnancy is mandatory on EDI claim).

3.474 Added choice to Map Claim Form (More Options) to print all priority 5 Diags (if there are already 4 being used) in Box 19 on the CMS 1500 form.

3.473 Added option in Map Claim Form to NOT print clinic phone number in box 33.

3.472 Added a "Hand Pick" choice for mailing labels.

3.471 Added button on One Patient's Appointments to cancel a "mistake" appointment, without counting it as a cancelled appointment stats wise. It does however create an audit record viewable on the audit report.

3.470 Added footer to statements when printing for one patient. Added opportunity to force page breaks between employees on payroll hours report.

3.469 New checkbox in Map Claim Form (More Options Tab) that will count PATIENT PAYMENTS as payments on a claim. This is used in some Medicare situations when the Provider is NON PARTICIPATING, altho could also be used for certain benefit plans, such as Health Savings Plans. In order for this feature to work, the Optional Date of Service MUST BE ENTERED in the Quickpay screen. There is a new tool under Tools on the Main Screen,  to populate that field if it's blank (if there was a payment on the same date as a charge).

3.468 Added option when printing statement for 1 patient to change start/end of statement period to/first visit date/last visit date. Added onset date to statement. Added option to add line to statement stating that all services were performed at office (POS=11). Added access to Clean Claim Screen from the Process Claims screen.

3.467 9/2/2005 Streamlined checkout process to automatically continue checkout after setting new appointment. When you say yes to setting a new appointment after checking a patient out, after setting the next appointment, the program will immediately return to today's date, and re-check the patient out without the user having to find the appointment and check them out again.

3.466 Added option in prefences to create 5 slots per ten minutes in appointment book.

3.465 Added Preference to print only the number "2" in box 24E on HCFA form. NOTE: With this option checked, there MUST be a 2nd diagnosis in the patient's diagnosis, or24E will be blank. This option only affects new charges added, or "Update Diags" performed on old charges. Added Preview Claim to the Apply payment screen, under Print on the menu bar.

3.464 New exclusion of multiple case types in Aged Receivables report.

3.463 Added choice in Statements to print credit card fill-in that asks for credit card security code (from back of credit card).

3.462 Added option in Yearly Stats to combine all providers in to one set of stats.

3.461 8/10/2005 Added tightened integration with CASEnotes, so that the notes program will automatically show patients that have been checked-in in Autumn8, but have not yet had a note created for that day.

3.460 Added total Visit Count display  for the current year on the charge screen.

3.459 Added Preference to thicken Grid Lines on appointment book. Changed Preference screen to allow remote viewing when accessing machine via GoToMyPC, or inving tgi to your PC in utilities.

3.458 Added special print claim considerations for Trailblazer Medicare, Map Claim Forms, other options. Note: in order for this to work correctly, there must be NO secondary policy marked in the system for a Medicare patient, UNLESS the policy is a Medigap policy.

3.457 Added filter for choosing deposit report by provider.

3.456 Added preference (Misc. tab) for offering to repeat last CASEnotesVisit note when checking patient out.

3.455 Added new option in Map Claim Form to print to Print Image only. If this is chosen, instead of "Paper or Print Image" then the order of printing claims is irrelevant. That is, you can print paper claims first (with the Print to File" box unchecked) and the print image only files will not print.

3.454 Added Claims Preference to allow the processing of New York Workers Comp Claims irrespective of dates of service. Also added button in Finish NYWC screen to popluate data on a new claim from a previous claim for that patient.

3.453 Added ability to process only one specific procedure (for multiple patients) in the Process Claims screen.

3.452 Added Open Claims Balance and Unclaimed Charges display on the charge screen. If a claim has not been manually closed, and has a balance greater than zero, it is part of the total. If a charge is not Bill to P, and has no claim number, it is part of the Unclaimed charges total.

3.451 Changed charge screen grid to indicate zero amount remaining on an item by graying the font of that entry. If you would prefer all charges to be the darker color, with no differentiation, click on the check box to the right of the grid marked "Do not gray zero bal items".

3.450 Re-wrote appoitnment book printing. When printing all columns, the Day Memo now prints on the report.

3.449 7/6/2005 Upgraded the report component. NOTE: Autumn8 uses two different types of report generators. One of them is a word processor, which allows editing of the text before printing (Statements, Daily Activity Report, and a few others) . The other report generator produces reports that cannot be edited, and this is the one that was upgraded. It has blue arrow keys at the top of the screen. These reports can now be saved as an Excel Spreadsheet, a PDF document, an RTF document (can be opened with Word), a text document, an HTML document, or as a comma delimited text file. Press the Floppy Disk icon at the top of the page to export (save) the report in the format you wish. If the report has many names on it, like the receivables report does, there is also a search button (binoculars) available to tell which page a person's name is found.

3.448 Added opton in Print Statement screen to Force a 0.00 previous balance. NOTE: This option is ignored in calculating if the patient has a balance at all, so using may cause zero balance statements to print, even if the option has been chosen to only print patient balances greater than zero. Also NOTE: By ignoring the previous balance, there is a high likelihood the balance on the statement will not agree with the system balance in the charge screen.

3.447 Added ability to search for procedure by CPT when entering charges. Added Master Supplier access in the inventory screen.

3.446 Added option for Policy Box 19 display to the Diags Screen.

3.445 Lengthened the Insured ID field in the Policy Screen to allow for the new longer ID's the insurance companies are starting to usee. Lengthened Program name also.

3.444 Added Alternate Loop 1000b NM109 to EDI master screen.

3.443 Added option in process claims to Hold (not process) Exclusive Charges( marked Only Charge on a claim in Master procerdures screen) if they have been entered for less than 48 hours. More EDI clarification enhancements.

3.442 Removed requirement in Preferences  to mark strictly observe print to paper, in order to make a Print Image File. Created preference for Print Image 2, which allows printing to a clearinghouse's proprietary printer instead of the tgi printer.

3.441 Tweaked sales tax entry to assure patient portion charges get the tax added.

3.440 EDI clarification enhancements, multiple screens.

3.439 Various tweaks.

3.438 Added Support for  Medicare trial program that pays for modalities (DEMO 45 in Box 19) for services other than 98940 and 98941. NOTE: If you are in this trial program you MUST have your CMT codes marked as being the ONLY charge on a claim form (Master Procedures), and you must choose this option in the Map Claim Screen (other options). Added button in Master Procedures to show Insurance Co ID in  the Max Allowed grid at the bottom of the screen. If you have more than one insurance company assigned to a column, only the FIRST one will show on the grid.

3.437 Tweaks to Apply Payments, Patient Data, Policy screens.

3.436 Added option in Patient Diag screen to hide expired diags.

3.435 5/12/2005 Tweaked Tracers.

3.433&4 Various clean up tweaks, including making the printing of Patient memos and remarks closer to WYSIWYG. Added options for Patient Portion Balance and Account/Or Account Balance to print on receipts.

3.432 Bulk Check feature added in the Apply Insurance Payment screen. This is to manage checkes that are to applied to multiple claims, possibly over multiple patients. Adding a bulk check does not actually add the payment, it only shows you how much you have to start with, how much you have disbursed, and how much remains to be disbursed.  

3.431 Print One Claim is now available in the Apply Payment Screen (Paper or Print Image only). Click on Print on the Menu Bar, then choose Print Claim NOW. Also in the Apply Payment screen, a new field is available in the charge grid called "Hold". When that field is checked, printing for THAT charge is suppressed when reprinting claims. It is advisable that you uncheck the Hold after you reprint, as it will never print while that box is checked.

3.430 Added option in EDI Master Rec. to include PRV in Loop 2000A. Added choice in Deposit Report to limit by one Check number.

3.429 4/13/2005 Changed Display of Balances in the Charge Screen to clarify 3rd party and patient activity.

3.428 Added option in Map Claim Forms (on new Tab, More Options) to print P.A.R.T. in box 19 on the HCFA form. NOTE: in order to use this feature, you MUST have entered an ADDITIONAL  ONSET date in the Patient Data Screen. The information in box 19 that prints will be (literally) # Treatments (then the treatment number since the onset date) / P.A.R.T. (then the onset date). The preference is ignored if the only charge on that date is marked not to count as a visit in the Master Procedure Screen. ONLY the first charge on the claim is considered for the PART info in box 19, so you may want to process claims daily for Medicare patients if using this feature.

3.427 Added option for the program to automatically add Sales Tax on specific items in the Master Procedure  Screen. NOTE: You should set up the Sales Tax Options in either the Procedures Screen, or the Preferences Screen. You can choose to have sales tax entered as a seperate line item, or simply added to the charge amount. If you need to track how much sales tax you have charged (in Periodic Practice Stats), you will want to use the line item method. Each of the options have an explanation beside them in the Set Up screen.  Sales tax is calculated on a charge by charge basis, not on a visit by visit basis.

3.426 Added option to Zip (compress) EDI claims in the Master EDI receiver screen.

3.425 Added Zip Code Count Report. Added Rep Report by Referring Provider.

3.424 4/1/2005 Changed colors of Patient Only Billed items to green in Charge Screen Grid. Tweaked Print Claims Screen.

3.423 Added Prefix option on Birthday mailing labels. Added option im Map Claims to make charge dates a two year format.

3.422 Changed behavior of Inactive Providers. They are no longer available to assign to a New Patient... and can no longer be assigned to a new charge.

3.421 Added Vendor ID to EDI Receiver Screen, tweaked Missed Appt. Report.

3.420 Added option im Map Claim Form Screen to print "Signature on File" in Box 31

3.419 3/10/2005 Added Patient Memo Comments to the "Call" screen in Apply Insurance Payments. This is the same Memo Data available from the Main Screen, Patients, Memo.

3.418 Added choice to skip printing (or reprinting) claims if remaining amount on claim is 0.

3.417 Added Appointment Type to the print out of One Patient's appointments and to the Missed Appointment Report.

3.416 Tweaks to birthday letters.

3.415 Added option in Map Claim Forms to allow Box 24 C to remain blank if cleared.

3.414 Added option in EDI receiver to Force 00 in ISA01.

3.413 Added option in Master EDI Receiver to use clinic name in Loop 2010AA.

3.412 2/16/2005 New Word Processing Engine added. Other than faster speed, the only impact for current users will be on existing templates in the letters screen. The old Mail Merge format will not format properly on existing letters until you click on Convert Old Letters. This will remove the labels for the Merge Fields, but will cause the letters to print properly. If you prefer to keep the lables, simply delete the old merge fields, and re-insert them.

3.411 Added Per Cent Paid on Insurance Tracer, and moved comments down and to the left (following procedures) so that it prints more of the comment on one line without wrapping. "Hard" Carriage returns are respected, including each automatic line created when printing a claim, marking a claim to resubmit, etc.

3.410 Added option to skip "Address 2" of te Insurance Company Address on Print Image Claims. The option is available in the Map Claim Form screen. NOTE: If using this option, you must have it checked for ALL claim forms that may be used for creating print image files.

3.409 Added option in Map Claim Forms to leave Box 27 (Accept Assignment) blank.

3.408 Added option in Daily Activitiy Report to show payments with the charges for each patient in the same place on the report (Report Paymernts with Charges). The payments are additionally reported in the Payments Detail section.

3.407 Tweaks to Preference screen, QuickPay screen and Detailed receipt.

3.406  Added support Cayman Islands, Map Claim Forms option to leave off X's on claims, and Claims Processing to ignore state and zip missing.

HAPPY NEW YEAR -2005!

3.405 Added option in Map Claim Forms to print the decimal in Diags. Tweaked payroll report.

3.404 Changed inventory report to reflect only active procedures.

3.403 Added option on Deductible resets to reset the dollars left and the visits left also.

3.402  Added "NTE" in to loop 2300 of the EDI claim. This segment prints whatever is in Box 19 on the policy screen as additional narrative information.

3.401 Added option in EDI Master Receiver File to use the Provider SSWN in Loop 2310B, instaead of the Clinic Tax ID.

3.400 12/8/2004 Added display of Insurance Program on Apply Payment Screen

3.399  Tweaks to EDI, appointment book et al.

3.398 Changed Fee Slip Printing Process to include patient's current diags. NOTE: Requires additional download from web site. That download will ERASE any changes you may have made to fee slip!!!!

3.397 Added report for Visits/Dollars left for insurance.

3.396  Tweaks for screen resolution

3.395 Added "Find by CPT" search box in Master Procedure Screen.

3.394 Added data importer from Documents Plus.

3.393 Adde Allowed amount and patient responsibility to EDI secondary file creation.

3.392 Several tweaks in previous lettered versions, changes to Patient Data controls, added behavior of using patient preferences on new prospects (City, State, Zip and Are codes).

3.391 10/1/2004 Added option to leave box 29 blank o