Recent Changes to Autumn8...
3.849 5/21/2010 Added option in Master Provider screen to set one provider as the default provider for new patients. If multiple providers are chosen, the default will be the first provider by provider id (alphanumerically).
3.848 5/19/2010 Added CAS Segment(s) in Loop 2320 of claim file.
3.847 5/11/2010 Added Alert Button in the Policy screen. Tweaks to alert popups.
3.846 5/3/2010 Patients with alerts valid for the date will pop up when the patient is checked in now. The alert can then be edited (including date), left alone, or deleted at that point.
3.845 4/30/2010 Added 'Documentation available upon request as an option for Box 19 Override in Provider screen. Added ability to do non-aged reports by provider.
3.844 Built the backbone for claim printing "proof" as claims are marked as printed. Report(s) to follow in the future.
3.843 Added option to exclude PIs from Charges Without Claims report; also greatly sped up the processing time of that report.
3.842 4/20/2010 Added "By Description" in the search tools for procedures to charge in the Charge Screen.
3.841 Added NPI and TAX ID to both the insurance tracer report and the Call screen.
3.840 4/19/2010 Changed Check outs with no charges report to Visits with no Charges Report. Patient has to only be checked in that date to get on the report.
3.839 4/6/2010 Loop 2310a will no longer attempt to create a segment for the taxonomy code if it has not been input in the referring provider screen.
3.838 Added FL 21 Day report in Patient Data Screen (This Patient). Tweaked performance of Non aged balances - Exclude multiple types.
3.837 4/2/2010 "Smartened up" the 80 % and Apply to Patient buttons in the Apply Insurance Payment Screen. The 80% button will now change to the correct percentage based on what is in the policy screen. For example, if the co-pay is 10% the button will be a 90% button. Further, if there is a max allowed for that specific procedure, the max allowed will be the suggested amount on which the 80% and the Assign to Patient buttons will operate.
3.836 3/25/2010 Added new report under Daily Operations: Checkouts with no Charges. This enables you to see who had no charges entered, even though the patient was checked in and out on the appointment book.
3.835 3/18/2010 Referring Provider info enhanced for EDI, added Taxonomy code. Ref. Prov. present in patient data will override legacy methods of including data in loop in 2310A. Added patient's age in MIA so a caller non familiar with patients can avoid calling a minor.
3.834 3/5/2010 CLIA number now appears in box 23 on paper and print image claims when any of the charges on that claim are marked with a CLIA number in Master Files Procedures.
3.833 2/24/2010 Tweaks to Hold Up Report; added First Visit Date, and trapped diags for existing as a dash only. Added "which mailing list chosen" to the Patient List by Mailing List.
3.832 2/23/2010 Added option in Preferences, Patients to turn off the updating of the Last Exam Date when charging a cpt that begins with 992.
3.831 Check In Enhancements
3.830 Added option in MIA to Limit MIA's just to those due for contact TODAY.
3.829 2/9/2010 Added Tool to update the last exam date in patient data. Tools, Global Patient Changes, Update Last Exam Date.
3.828 2/8/2010 When a procedure with a CPT code whose first four digits are either 9921 or 9920 is entered in the Charge Screen, the program will automatically update the last exam date in that patient's data.
3.826 01/28/10 Made Changes to SC Medicaid in Map Claim Form and in Print Claims.
3.825 01/27/10 Added option in Map Claim Forms for Indiana Medicaid when secondary to Medicare to show payment from Medicare in Box 22, and not in the Amount Paid Box 29.
3.824 01/20/2010 Added spin button to year choice in Monthly Stats.
3.823 a-g Various Tweaks
3.823 12/28/2009 Added a button in the Charge Screen to limit the view in the grid to only those items that are billed to Patient.
3.822 12/22/2009 Added Start and End Dates to Procedure Monitoring.
3.821 a-f Little things.
3.821 12/7/2009 New switch for omitting the last xray date in loop 2300 in the Map Claims Screen, Options 3 tab.
3.820 12/1/2009 Newchoice in Print Claims Screen, Utilities to set claims not to print (without commenting). and changed behavior of Mark All Claims Printed to actually comment that claims were printed this date.
3.81911/30/2009 Added Authorization Expiration Date to the Policy Screen. The program will now warn you when adding charges when there are three or fewer days left on the authorization period.
3.818 11/23/2009 New button added in the ERA screen to go directly to a specific claim # in the Apply Payment Screen.
3.817 11/17/2009 Added option in Preferences, Check-In to make the appointment background ORANGE for a patient who has not yet been assigned a CareCard.
3.816 11/13/2009 Added "Disabled" as a choice in the EDI Info in the Patient Data Screen, which populates a "43" in Loop 2000B-SBR05.
3.815 11/10/2009 Added search for patient by insured ID option on the Pick Patient Screen.
3.814 11/05/2009 This update allows for the previewing of mass statements. Added option in Print Claims to make the date of the claim in box 31 today's date, rather than the claim's processed date.
3.813 10/22/2009 Added option to ignore appointment related audits in Audit report.
3.812 10/21/2009 Added totals to Paid Claims Report
3.811 10/20/2009 Added Max Allowed to the Charge Grid in Apply Payment Screen. Added new column to show adjustments (write offs and credits) in the AR, non aged report.
3.810 9/30/2009 Added new tab in Preferences for Check-In Kiosk options.
3.809 9/18/2009 Added option on Pick Patient Screen to display the names Last Name First.
3.808a-d various enhancements.
3.808 Added Access to Patient Memo Screen from MIA Screen.
3.807 9/3/2009 Added option to report charges by entry date in Transaction Report.
3.806 a-g Multiple Tweaks
3.806 08/10/2009 Added option to manually add modifiers on Charges at the time of charge entry. Using this optional filed will override any other modifier scheme you may be using, such as "space+modifier" in the CPT field in the Master Procedure screen, or using CPT2, CPT3 or CPT4. If you leave the modifier field blank then the other schemes are still employed.
3.805 07/23/2009 Changed Subjective Complaints entry to include an End Date for a specific problem. Using this feature will allow problems to go in and out of usage, as they resolve.
3.804 07/21/2009 New Preference (Preferences, Patient) to ALWAYS assign new patients to receive email appointment reminders. Tweaked closing of Policy screen to assure Patient screen gets updated with policy data.
3.803 7/20/2009 Added option to make a comment about a rescheduled appointment. New choice in ERA screen to not consider CPT modifiers when finding charge line items. Once checked, that option remains checked on that computer, but not others.
3.802 7/16/2009 Added third and fourth column options for provider assignment on appointment book (in Master Files, Provider).
3.801 7/15/2009 When saving patient record, if Box 12 Date is blank, but there is a first visit date, then box 12 date will be automatically populated with first visit date. Added holdup (only visible on Holdup Report) for having a charge whose provider is a dash.
3.800 7/13/2009 Added DOB to Appointment Book displayed demographics to aid in ongoing Red Flag Rules implementation.
3.799 7/3/2009 Added Weight as an input field to the Other Data Patient screen for inclusion in either Loop 2000B (for instances where insured is self) or Loop 2000C (where is insured is not self). Do not fill in the weight if not known to be needed. New Option in Preferences, Appointments to allow non-bluing of Alerted patients if alert has no date.
3.798 7/1/2009 Changed NYWC to print charges on the C4, the C-4.2, and the C-4.1(if there are more than 6 charges on the claim). The program will add up to 31 charges on a NYWC claim. Unclaiming previously claimed charges (when the limit was 6) may be necessary to take full advantage of the feature.
3.796 6/12/2009 Wide screen sizing accomodations to multiple screens in the program.
3.795 6/10/2009 Added option in Referral Report to include charges and collections for each patient referred. Check the box labeled "Show Services and Collections" to include that data.
3.794 Added "Patient Data Screen" button to alert screen for going directly to the "yellow" screen for the highlighted patient on today's alerts.
3.793 6/8/2009 Added an override for leaving 11a,b c and d blank for 11d (to print it) in Map Claim Forms.
3.792 6/3/2009 Tweaks to QuickPay screen to have it open faster, and to Policy screen, to open in browse mode rather than edit mode.
3.791 5/13/2009 New option to make patients inactive in mass by last visit date (BE CAREFUL!)... under Tools, Global Patient Changes on the Main Screen. Added another tool in the same area to mark the Signature on File, Box 13 as true for all patients.
3.790 5/12/2009 Added option in Map Claims to populate Box 9 (Other Insured's Name) with data from Misc 1 (Policy# field). It is on the Options 3 tab. Added Case Type to the Schedule New Paient screen (optional).
3.789 5/11/2009 Added date of admission to Onset/EDI info, and to the EDI claim file creation process.
3.788 4/22/2009 Added option at bottom of Quickpay Screen to show inactive providers.
3.787 Enhancements and tweaks to NYWC, including re-prints and auto filling of C4.2 with previous C4.2. Changed appointment time to round accordingly when printing receipts.
3.786 4/16/2009 Changed Clone Patient to skip Patient Type. Sped up Updating Diags in Charge Screen.
3.785 4/7/09 Changed Tab order on Policy Screen. Sped up NYWC, improved performance of PDF filling.
3.784 4/1/2009 Added new C4 and C4.2 forms for New York Workers Comp. The program now strictly observes the 2 day and 45 day rules for claim and report creation. Addtional instructions can be found in the NYWC screen accessible from the Policy Screen.
3.783 3/26/2009 Added Case Type to name in MIA screen.
3.782 a-g Tons of tweaks and improvements.
3.782 Added option to filter MIA's by Provider.
3.781 3/10/2009 Added CLIA number in Master Procedures to populate 2300 Ref.
3.780 Re-worked screen menus.
3.779 3/4/2009 Limited the holdups being reported to those patients who have charges in the period specified in "Limit by Date".
3.778 2/25/2009 When a missed appointment is "noted", the visit type is changed to the current type PLUS "*M" e.g. OV becomes OV*M. This will help show missed appointments on a list of past appointments. New option to follow the appointment column as to the billing provider. When the appointment column represents the provider who should get credit for the service, the program will give the option of reminding you of that fact IF the patient's default provider is different. Two steps are necessary to turn on this feature; 1: In Preferences, on the first page, click the check box labeled "Observe Charge Provider Column Choices" and 2: In the Master Provider screen near the bottom of the screen there are two boxes for "assignment" of column(s) to that provider. A specific column should not be used more than once (for more than one provider). You may assign up to two columns per provider.
3.777 a-g Various tweaks
3.777 2/9/2009 Clock In/Out now switches focus to OK button after 9th character is entered, allowing one to just press the Enter Key on the keyboard instead of having to click OK with the mouse. Added Screen Blocker, hitting Shift+Ctrl+F11 will bring up a blank screen, that will only go away if the same set of keys is pressed again. Make sure you remember the key combination before trying it :-) Added option in EDI Master Receiver screen to make ISA14 a zero, causing First Coast to acknowledge successful files as well as failed fails.
3.776 2/4/2009 Added ability to report National Drug Code on procedures where relevant in the EDI 837. The option is in Master Procedures, labeled Drug ID Loop 2410. Once checked, the NDC (drug code) should be inputted in the box that appears to the right of the checkbox. The 837 will then have an NTE created in the 2400 loop which will use the description for the procedure as the drug name, and the drug code will populate 2410.
3.775 1/28/2009 New option to print diags is presented when printing charges from charge screen, Misc. Actions.
3.774 1/26/2009 Added checkbox for including comments on Tracer Reports, defaults to checked. New font size control for patient notes in Patient Data screen.
3.773 Added tool to recalculate remaining amount on charges.
3.772 1/19/2009 Switched Copay with Ded. Left on Appt. Book display for patients who have not yet met deductible.
3.771 Added option to manually override date for which Email Appointment Reminders can be sent manually. The checkbox and datebox are on the setup page under Master Files, Email Appointment Reminders screen.
3.770 1/13/2009 Added new choice of "Both" in Patient Data Screen for appointment reminders, so that patients can either receive an email, or a manual phone call. New report to print a list with phone numbers for people with an appointment, who have their personal appointment reminder preference set for either Phone, or Both in patient data screen. The report is available under Reports, Daily Operations, Appointment Phone Reminders List.
3.769 1/8/2009 Added option in Map Claims (on the Options 3 Tab) to format claim form for Medicare as secondary according to requirements of WPS for paper and print image filing. Using this feature probably requires creating an Insurance company that is only used as the secondary medicare. These requiremnts include:Leaving off Box 9, using primary info in Box 11, 11a-c, leaving 11d blank, printing SAME in Box 7 if insured is the patient.
3.768 1/5/2009 Added Change Patient in the Stored Documents screen.
3.767 Added Nick Name to Letters merge field options. The merge will use the first name if no nick name is found for that patient.
3.766 12/29/2009 Changed screen - Block Appointments (single events) to have NO COLUMNS CHECKED when you first enter the screen. If column(s) are to be blocked, they must first be checked.
3.764 12/18/2008 Added option in Map Claims to print only the Xray date in Box 19. Tweaked Print Claims list to be able to scroll faster, without error.
3.763 12/17/2008 Added option in Preferences to make appointment book have two slots per 30 minutes. Changed Policy Table so that the ID field is no longer an auto increment field. Tweaked the ERA to post payments with the new acct field populated. Added to the length of the CPT field when printing claims to avert wrapping on multi modified procedures on lines 3-6.
3.762 Added choice at bottom of Master Insurance Screen to determine the default payment type from that company. If left blank, the program will use "IC" as normal. This can be helpful if you have some companies that routinely pay via Direct Deposit. Assigning the default "DD" on this screen will automatically make a new payment in the Apply Payment Screen the "DD" payment type.
3.761 12/9/2008 Turned on the feature to print diags 5-8 in box 21 on Print Image Claims. If using it one claim form, it is wise to turn it on for ALL claim forms so that the clearinghouse mapping can be consistent (diags are repositioned).
3.760 12/8/2008 Added option to leave box 11c blank in Map Claim Forms. Massaged printing of Box 33 so as to remove crowding of clinic phone number.
3.759 12/3/2008 Added Find Patient button in MIA screen.
3.758 12/01/2008 Added patient's email to data visible to the left of appointment calendar. It is clickable, for initiating an email to that patient (if you have an email client set up on the computer).
3.757 11/26/2008 Added ability to ALWAYS assign a specific provider to a given procedure in Master Procedures, regardless of who the patient's provider is OR if a different provider is picked manually. Pleasse do not use unless you really mean it.
3.756 11/26/2008 Added new Non Aged Receivables report that shows full account, patient portion and 3rd party balances. 3rd party (insurance is a simple subtraction of patient portion from the full account.
3.754 11/24/2008 Additional option (Options 3 page) to use Patient's Insured ID if different than Insured's ID (from the Policy Screen)in Box 1A of the CMS-1500 form. This feature was already usable in the EDI claim format.
3.753 11/24/2008 Added tons of flexibility for printing Fee Slips for a day in advance. New screen with choices similar to printing appointments is available under Reports, Daily Operations, Print Fee Slips for (whatever date the calendar is on).
3.752 11/19/2008 You can now create additional Payment Types, Master Files, Payment Types. Each new type must have a unique ID, up to three characters, and a description. If the new type will reduce the Patient Portion Balance, in addition the Full Account Balance, the "Affects Patient Portion Balance checkbox must be marked, and if the payment type is to be counted as collections, that is, it should show up on the Deposit Report, then that indicator should be marked as well. Click on the appropriate Method, Cash, Check or Direct Deposit for those items that are to be counted as collections.
Also: You can now remove people in mass from Mailing lists you have them assigned to, based on how long it's been since their last visit. This is done in Master Files, Mailing Lists.
3.751a-f 10/25-11/13/2008 Various tweaks and subtle changes.
3.751 10/23/2008 When Removing Mistake appointment, Cancelling or Rescheduling an appointment, orphaned time blocks will now automatically be removed as expected from the subsequent time blocks.
3.750 10/7/2008 Cause "Remaining" amount on a charge to be affected when applying payments to "P" charged items in the Quick Pay Screen. Added button on Charge screen to limit view to charges that are Unpaid... that is, they have a remaining amount above zero.
3.749 10/1/2008 Added popup when checking out a patient in Autumn8 after SOAP has been done for a message or the next appointment to be displayed if inputted by the doctor in CASEnotes.
3.748 9/30/2008 Added option in Map Claim Forms to Print the word "SAME" in box 9, while leaving Boxes 9a, b and c blank, and another option to print the decimals in boxes 28 and 30.
3.747 9/17/2008 Added popup to show cancellation reason if you click on a Cancelled Appointment (Marked Off).
3.746 9/15/2008 Tweaked certain reports and fee slip to work with Brother Printer 7040. Added Patient phone numbers to the MIA report.
3.745 9/4/2008 Added Option in Statements to only report activity that is not patient charged or payed. This is for PI cases where a statement is neccessary for an attorney, where supplements etc. do not need to be reported.
3.744 9/2/2008 Changed EDI Claim creation to change behavior when Relationship to insured is "Employee". The program will cause the entity type to be 2, and the "Employer Name" will populate the last name field of the insured in Loop 2010BA.
3.743 8/19/2008 Added new option in Preferences, Patients to display a warning when creating a new patient in the Patient Data Screen that a specific provider has been assigned to that new patient. The warning does not appear even if this option is checked if there is only one active Provider in the system.
3.742 8/13/2008 Changed Claim Grid (top grid) in Apply Payment Screen to change records with scroll bar ( as former grid did).
3.741 8/10/2008 Added option in Master Procedures to print Procedure Description Field on CMS 1500 formatted claims (paper and print image). The description prints above the charge line for the optioned description. Tweaked Master Procedure Set screen to show total price of each set in the Set Grid. Also set memory from option to not use the Short Cut Titles in the Name of the set.
3.740 7/31/2008 Greatly speeded up Patient Portion Statement production. EDI now denotes corrected claims when marked as corrected in Apply payment screen.
3.739 Added Replace one Company system wide to Master Insurance screen. This will replace all refernces in the patient, policy and claim screens to one insurance company, with the insurance company ID you choose. Be careful!
3.738 7/28/2008 Added Extended Length Last Name Field at bottom of Patient Data screen for those patient's with last names exceeding 15 characters in length. This addition only affects Claims at this time.
3.737 7/3/2008 Various tweaks to Apply Payments and Clean Claims. Refined Transaction report to behave better on One Category reporting.
3.736 6/26/2008 Multiple changes to EDI options and behavior, simplifying and enabling some NPI options.
3.735 6/16/2008 EDI claims now mark claim as being sent by EDI, visible in Apply Payment Screen.
3.734 6/5/2008 Significant changes to the Apply Payments screen. These changes include a new column in the bottom grid, for designating a Statement Description of the procedure when printing patient portion statements. You can choose one of the exisiting Descriptors, or create new ones, and chose one of those. The screen was re-tooled to handle different screen resolutions better.
3.733 5/22/2008 Added ZZ as a Qualifier for ID's in the Provider and Referring Provider screens.
3.732 5/20/2008 Checking a patient out who already has charges will now jump to asking for a payment, rather than ending the checkout process.
3.731 Made Printing all fee slips for a day obey the Preference to prompt for a fee slip first. Added option to use First numbers for Claims number in CLP loop of the ERA.
3.730 5/8/20007 Tweaked Search by CPT in Charges Screen
3.729 Added Map Claim option to leave box 11d blank.
3.728 4/14/2008 Added Gateway EDI link on the print claims screen. Added option to print Primary payment in Box 11b for SC Medicaid to Map Claim Screen.
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 on CMS 1500 Form.
3.390 Added option under Patients to print One Fee Slip.
3.389 Added new Paid Claims Report, by date range in patient order.
3.388 Added choice for Authorization Info in ISA02 for EDI in master EDI receivers screen.
3.387 Tweaked EDI for better handling of PT's claims.
3.386 In the Process Claims Screen: Added feature to warn if processing claims with no limitations... for those offices that typically process one Type at a time, or one company at a time, but sometimes forget to set the limiter. Also added an UN-PROCESS feature, to remove claim numbers and delete claims if processing occurred because someone was trying to prove their humanness. Unprocessing Unprocesses all claims in a range of process dates, if there has been no payment or write off activity on those claims. In the Print Claim screen: Added ability to line up Insurance address to the patient DOB.
3.385 Changed memory manager (under the hood stuff).
3.384 Tweak to EDI Secondary. Changed data structure of Map Claim Form table to allow for more future options. Added information as to which Utility version you need on Goodbye screen. Created new data file for future "Missing in Action" feature.
3.383 Added ability to print an entire day's worth of fee slips; Reports, Print Fee Slips for (Date).
3.382 Tweaked the way EDI receivers are managed. It may be necessary to re-map EDI Claim forms in Map Claim forms. The program will alert you if that is true when you first go in to print EDI claims.
3.381 ADDED FEE SLIPS (encounter form). 8/21/2004 Customizable fee slips may now be printed when the patient is checked in. The form may be customized by going to Master Files, Edit Fee Slips. There is online help in that screen for editing and creating new froms. The form that will be used by the program automatically is "c:\a8\encounter1.qr2". The program will always use the location of your data files as the location of this file for printing it., so if you create a new one, save it with that name, in the a8 folder on the server, for example: f:\a8. To activate printing of the form upon check-in of the patient, go to Preferences and check "Print Fee Slip when checking patient in". NOTE: The screen you use to edit the fee slip can also create new, powerful reports of your choice and design, including mailing labels, with a choice of many different label formats. Changes will be coming soon to the mailing label secion of the program, using these new formats.
3.380 If older appointments have been archived in Utilities, they may now be viewed on appointment screen by choosing View Archived Appointments (Main Screen).
3.379 Tweaked Appointment reports. Added option on Print Image claims to add extra line for claims following first one.
3.378 Added "Visits Left" to Appointment book display when patient is highlighted. Added Save filters on Inventory Report, so output can be saved as an RTF File, or an Excel file.
3.377 Extended capability of blocking appt. times to columns 5-8.
3.376 Added ability to print mailing label for each insurance company with claims in a date range.
3.375 Added choice in Patient Lists to see all patients whose statements are based on Patient Portion of Charges only.
3.374 Added choices to referral types
3.373 7/26/04 Tweaked printing of additional columns on Appointment book. Fixed changes of appointment type in columns 5-8. For all columns: Tweaked changing appointment type so that if it requires more time than currently allotted, and time is available, additional time will be allocated. The program will still NOT subtract already allocated time if the new appt. type is less than the time for the previous appointment.
3.372 Added option when cloning a patient to keep exisiting patient active.
3.371 Added choice on One Patient's Appointments for justification of appointment times when printing patient's appointments. Removed extra line between address and city on same report. Tweaked alerts.
3.370 Altered EDI file production (Diag pointing). Added Master EDI Receiver Option to use Provider ID 12 as the Submitter TIN.
3.369 Tweaks to EDI, added specific field in EDI Master Receivers for ISA08, fixed CI in claim production. Various tweaks for screen resolution strangeness.
3.368 Added Preference (Misc. Tab) to ask if creating a new payment when entering QuickPay screen, except when going through checkout process.
3.367 Added new screen resizer component to allow different screen resolution settings to convert properly.
3.366 Added printing "NONE" in box 11 as a map Claim Option. Tweaked appointment book size for higher resolutions.
3.365 Removed telco from box 32 on CMS(HCFA)1500 form. Tweaked for Grid index error on some patients when changing screens.
3.364 Added option in mailing labels to choose a range of zip codes for which to print.
3.363 6/8/04 Added capability of showing an additional 4 columns. To turn on the additional columns, you must check the option in Preferences to show columns 5-8.
3.362 Added "Find" on the menu bar when viewing Print Image EClaims.
3.361 Tweaks to appointment refresh, charge entering and tracer report.
3.360 5/19/2004 Tweaked EDI file creation specs relating to commercial insurance.
3.359 Added observance of No Mailing Label restriction to be observed by birthday letters (if desired). Tweaked Recalc of remaining amount of charges when recalculating patient portions in charge screen.
3.358 Altered screen creation/minimizing/closing processes on some screens that ultimately led to Access Violations.
3.357 Tweaks to EDI file creation.
3.356 Added option to uncheck the right alignment of the recap on statements.
3.355 Added choice in Transaction Reports to limit by 1 category. Added check number field to DAR on WO's, CRE's and Credit Cards. Tweaked Patient Data screen (Gender behaviour).
3.354 Added Tab Order on search boxes in Pick Patient Screen. Tweaked Illinois Public Aid Claim Form printing. Tweaked Transaction Report (Just one Procedure).
3.353 Added total charges to the default charges screen (when checking a patient out).
3.352 Added ability to designate lunch times for each day of the week, changed the terminology in preferences from "Open AM" and "Open PM" to First Shift and 2nd Shift. Tweaked Pick Patient screen.
3.351 Added capture of COPAY amount in apply payments when a percent AND COPAY are used at the same time.
3.350 4/5/04 Re-tooled the EDI/Addl' onset input component in the Patient Data Screen. Tweaked dsiplay in the charge screen. Added filter for just one rep in the rep report.
3.349 Added Onset date to DAR.
3.348 Added ability to create EDI claim going to 1 receiver, multiple payors, but just one ISA for clearinghouses. Added option to include multiple same date payments on one receipt. Tweaked schedule new patient screen to auto tab when completing entry of area code and phone number.
3.347 Tweaked Active Satus, and altered appointment book to reflect PIN of deleted or changed PIN when an appointment still exists for that number.
3.346 Changed way the program tracks active/inactive patients.
3.345 Tweaks to Pick Patient screen to make it behave more politely. Altered area code components in Patient Data Screen to act as expected. Added integrated debugger messenger.
3.344 Tweak to clean claims and changed position of date on prnted claim.
3.343 Changed Image component for Scanned documents and patient photos.
3.342 Added screen to change a diagnosis (that may no longer be an accepted ICD-9 code) system wide... under tools. Added Map for EDI claims for the assigned self referring provider in the Map Claim Form screen, sharing the map with box 10D on the HCFA 1500 form.
3.341 Added "Prospects by Mailing List" to the patient List screen.
3.340 Streamlined and reformatted the summary section of the full charges displayed statements.
3.339 Added Name to display of recurring charges.
3.338 Various speed tweaks.
3.337 2/27/2004 Added ability to create new categories in Master Procedures Screen. Added ability to print Insurance Tracers by WC and PI combo. Added ability to view which charges had payments applied to them for a given payment in the Quickpay screen (when the payment had already been applied to line items in the Apply Insurance Payments screen.
3.336 Added Print Date and time to Tracer report output. Added "Active Patients Only" to birthday list in Patient Lists.
3.335 Tweaked secondary printing of claims when ordered by payment in Apply Insurance payments. Tweaked WYSIWYG aspects of letter printing when printing one at a time.
3.334 Changed design of Deposit Report to subtotal by Payment Type... and to exclude Credit Cards if desired.
3.333 Added the ability to edit the Last Visit Date in Patient Data Screen.
3.332 Restored feature of program asking for next appointment to be set (if there is not one) at the onset of checkout.
3.331 Tweaked NYWC Finish form.
3.330 Added additional Fields and options to the Master EDI Receiver Screen. Notably, the ability to have a second sender ID for the GS02 segment, and the ability to not use LOOP 2010AB.
3.329 2/9/2004 Added POS (Place of Service) to detailed receipt.
3.328 Added filter in Transaction Reports and on the charge screen to only show 1 Procedure code if desired.
3.327 Added choice in EDI Receiver Master to make the EDI file a composite file with many seperate ISA's. This has limited use as a specific requirement in a clearinghouse environment. In other words, DO NOT USE unless you KNOW you should.
3.326 Changed Menu in Charges screen to allow room for new function; assigning -1 to all unclaimed charges for that patient.
3.325 Automated the process of cleaning claims after a charge has been unclaimed.
3.323 Tweaked statement printing to trap and not print Self Pays with Zero Balances. Added choice in Clock In screen to display time in 24 hour military format. Upon clocking out the program will now show the amount of hours worked for that day.
3.322 Added fields to save Max visits and Max dollars for year, and processes to track remaining amounts for both of those in the policy screen. When charges are added those fields will be updated. At this time, there is NOT a reset in the tools for those numbers, but that will be added before needed next year.
3.321 Added Primary payment to secondary EDI file.
3.320 1/1/2004 Changed display of options for appointment book in Preferences to indicate how many slots (openings) per time period are available, and added a new one to allow 4 slots per 15 minutes. Worked on statements for self pay patients.
3.319 Worked on Claims with balances report.
3.318 Set a trap for any insurance company not being assigned to a claim form. Any company not assigned to a claim form will be assigned to the default claim form upon entering the print claims (HCFA1500) screen.
3.317 Added Patients by specific secondary insurance to patient lists. Added sub totals and totals to insurance tracer report. Added limitation in Tracer report to include only claims with a status of "Call".
3.316 Happy Holidays!!!! Added ability to print secondary to EDI when the primary is going to HCFA1500.
3.315 Tweaked EDI creation so that it would skip claims on which the charges had been removed. Added process in clean claims to update amount paid on claims to match totals from payments associated with that claim. Changed sync write off screen. Added report in Periodic Practice reports to show summary of Procedures activity for one Insurance Company, by Payment date.
3.314 Added attorney designation in Master Insurance Screen.
3.313 Tweaked statemnent printing.
3.312 Added User Level 76, same as 77, except can access Master Files.
3.311 11/30/2003 Worked on speeding up appointment book actions. Compressed size of executable.
3.310 Added ability to print Secondary Insurance Claims to paper when the Primary has been sent EDI. You will need to mark the claim to Print Secondary in the Apply Payment screen for the claims to be set for printing. When there are secondaries ready to be printed, a new button will appear under the Print Claims button when you enter the screen. The button will indicate how many secondaries are ready to be printed. Pressing that button will send the secondaries to the printer.
3.309 Redesigned Program Preferences screen, to make choices clearer to see. Added new options for creating new default initial settings for new insurance policies in the Preferencs|Patient screen.
3.308 Added options for provider and active/inactive in mailing lables and patient lists.
3.307 Tweaked Saturday and Sunday times in preferences to allow editing if they are blank. Tweaked units when adding charges by sets to initially read what is in the master procedure screen if override is not chosen.
3.306 Added ability to store documents in patient's file from Word Documents, RTF files, pdf files etc. This is an additional feature to storing scanned documents (Jpegs).
3.305 Added option to print a statment from the charge screen. Tweaked checkout process to remember patient for the setting appt.
3.304a Brought back the ability to filter inactives in the Pick Patient Screen.
3.304 Increased the speed of program opening on networked computers by redesigning the Pick Patient screen innards. In so doing, lost the ability to totally hide the inactive patients, but made them more obviously inactive. The search by last name now works in conjunction with the search by first name search box (limit the last name first, then type in the first name you are looking for.Tweaked EDI claim creation to filter out all possible illegal characters from addresses.
3.303 Added option to make all statements show patient portion only in Generate Statement Screen, overriding the patient's account screen.
3.302 Added option in EDI Receivers Master File to NOT send Secondary insurance info in EDI claims to that receiver.
3.301 Added ability to view EDI Acknowledgement (997) in Claims, EDI screen. Sped up statement printing.
3.300 10/15/2003 Added HIPAA EDI claims. Please see the instructions under tools, additional Instructions, HIPAA EDI NOTE: If you have been sending electronically through a clearinghouse, using the PRINT IMAGE format, you do not have to change what you have been doing. The new format does not replace the old format, it is an additional way to send claims.
3.270 Nudged apply payment screen to mark print secondary correctly when asked by program when entering Primary payment. Tweaked refresh of next patient number.
3.269 Tweaked Statement printing.
3.268 Added option of Mapping Claim form for Box 31.
3.267 Added option in Map Claim Form to print Provider name in Box 33 instead of Clinic name.
3.266 9/12/2003 Added Dates of Service under payment entries on statements. NOTE: on patient payments, the date of service only appears IF you have entered the optional date of service in the quickpay screen.
Added ability to create a "quick block" in an appointment book slot by right clicking an empty slot. Row notes will now display in the top left portion of the appointment book screen IF there is one for the row you have clicked on. The row note will cover the "Day Note" when visible.
3.265 Added option in One Patient's Appointments to change the time of an appointment without the move counting as a reschedule in the stats.
3.264 Added option in Charges Entry Screen to add diagnoses manually (by ICD9 code) thus overriding the diagnoses in the system for that patient for THAT session. NOTE: if you update diagnoses for that patient, the manually entered diagnoses will be deleted from those charges. Tweaked Statement header.
3.263 Tweaked Illinois Medicaid Claim printing to include Net charges. Tweaked patient data saving effect on the Pick Patient Grid.
3.262 Added option in Print Statements to customize the text for the letterhead. Tweaked messaging on statements to obey option ofr using patient message if different than general message, then revert back to general message.
3.261 Tweaked Appointment Blocks for Single Events.
3.260 Tweaked payroll report to allow for failure to clock out. Result for that clock in period will now be 0.00 rather than a minus number.
3.259 8/23/2003 Added Processed Claims Report, under Claim reports.... for a total of of claims processed by date range.
3.258 Added Page Down Button on Charge Screen for Charge Grid.
3.257 Added filter for printing claims by one insurance company.
3.256 Added column choices for Visit Type Appointment reports.
3.255 Added Find Patient button on appointment book to help locate the appointment for one patient on the day the calendar is on. Changed data structure of Payment.DB to allow tracking of original user who entered the payment.
3.254 Added "Half Page" receipt printing option in Quick Pay screen.
3.253 Added button on One Patient's Appointments screen to delete all FUTURE appointments, without deleting past ones.
3.252 Changed format of Missing and Cancelled appointment reports. Changed entry for new patients to prohibit lower case letters in new PIN. Tweaked appearance in the schedule new patient window, now automatically caps the first letter of a name, as the patient data screen does.
3.251 7/25/2003 Added Override to sending statements to adjusters.
3.250 Tweaked Default Charges not to allow changing of the bottom grid when the record is in the edit or insert mode. Added button on policy screen to populate adjuster info from the insurance company for that policy.
3.249 Added Claim# to Quick Pay Screen for editing purposes only. Master Insurance Screen.
3.248 Added Insurance Master File (Insco.db) to dropdown choices for mapping box 10D. Added First Visit Filter to Mailing Label choice for printing by account type.
3.247 Tweaks to Patient Data Screen
3.246 Tweaked Master Insurance screen to automatically cap first letter of input fields; also removed mask from zip code field to allow inputs from international addresses.
3.245 Added Deposit Report. Added option in Daily Activity report to report future appointment reminders or not (default is to continue reporting them.)
3.244 Added ability to create recurring charges. These would be patient billed items that recurr each month. In the recurring charge screen[ Patients, Recurring Charges], you can choose the procedure you want to bill (you may want to create a new one for this), the day of the month you want to bill it, the amount of the charge, and the provider it should be billed under. When the program first starts each morning, it will look to see if there are recurring charges to be billed that date, and if it finds any, it will prompt you bill them. If you choose to, a screen will appear, giving you instructions for posting the charges. On Mondays, the program will check to see if there were recurring charges to be billed that day, as well as on the Saturday and Sunday preceeding it.
3.243 Tweaked appointments to show Blue Background and "!!" in front of name if patient has an alert in the system. Tweak causes feature to work in all columns, not just first one.
Added capability to have a WEEKLY CHARGE. See explanation under Tools, additional instructions.
Added DEFAULT DIAGNOSES to be able to be added to default charges, in order to preserve specific diag pointing on specific default procedures; e.g. a cervical diagnosis could be eliminated from an extra-spinal adjustment.
Tweaked onset date to eliminate "/" on claims.
3.242 Sped up going to to "One Patient's Appointments".
3.241 Added option to "flip" the tax id type on specific claim types, that is, if the clinic file says the tax id type is EIN to make mark SSN on the claim form.
3.240 Added total to transaction report when reporting payments only.
3.239 Added shortcut for saving and adding another in Diag screen (Ctrl S.)
3.238 Tweaked Patient Portion calculation when amount of deductible remaining is less than the amount of the charge.
3.237 Added box to type additional Footer Text for DAR.
3.236 Added choice im Map Claim Forms to print the referring provider address in Box 32 of HCFA form
3.235 4/29/203 Added Clock In/Out for reporting of staff hours. First, add staff in Master Files. Then have each staff member clock in and out each day (first entry under Tools.) The program will report total hours worked for the pay period you define, under Reports, Payroll Hours Report.
3.234 Added Master Diagnosis Sets, to create commonly used sets of diags, then add them as a set in the patients' diagnosis screen. Also changed color of diags in the grid, blue if active, gray if expired.
3.233 Added ability to add reps, and track their activity.Added a paid claims report (a reverse of the Tracer report.) Added an option in aging reports to show by insurance company. Added Periodic Practice Report to show revenue by specific Insuarance Co. Tweaked the auditing when deleting a patient in the Apply Payment screen.
3.232 Added choice on patient data screen to allow all caps when adding or editing data. That choice will be remembered. Tweak to statement printing. Master Procedure printing will not include inactive procedures (if desired.)
3.231 Added Tax ID to 21 Day notification.
3.230 Re-wrote inventory report. Tweaked Statements for Selp Pay patients to leave off estimated patient portion summary.
3.229 Tweaked statement production to ignore option of print patient portion only on statements (in account screen) if the patient is Self Pay.
3.228 Added page # footers to the DAR.
3.227 Added Supplier limiter to inventory report (you can choose to print only one supplier.) Tweaked birthday mailing labels to print in order of the day of the month the birthday falls. shortened appt. book grid so that task bar does not cover last appt visible on screen. Tweaked closing of policy screen to prevent AV's.
3.226 Added Diags beside charges on DAR. Tweaked policy screen.
3.225 Added new buttons on Sync Write Offs for problem AR's not agreeing with Charge screen. Tweaked the birthday mailing labels to export properly.
3.224 Tweaked statement printing.
3.223 Redesigned Patient Data screen, made input horizontal, re-instituted first letter being capitalized. Added field for the date of the the patient signing the Notice of Privacy Practice Summary. Set blinking reminder on Pick Patient Screen if patient has no date for the signing Privacy Summary... added preference in Preference screen to turn off the reminder.
3.222 Added choice in Statement Printing to print statements for all patients who have an appointment on a given day. Added option for skipping inactive providers on DAR.
3.221 Changed formula for determining whether a diag would print on a statement. If a diag is current on ANY day of the statement period, it will now print on the statement, if full charges details are chosen, and the statement is not patient portion only... added the words "in all or part" to the diag header on the statement so as not to imply that all diags were in force throughout the entire period. Also added copay to patient info on appt. book.
3.220 When deleting a charge, you will now have the option of adding the item back to inventory, or to the current remaining on a monitored procedure if the deleted charge is one of those. .220a - Tweaked NYWC form.
3.219 Tweak to appointment report printing by columns. Preview can now be saved to an rtf or ant html file. Added ability to customize colors on pick patient screen. Double Click the Case Type Labels to the the left of the patient grid to choose a new color for that type of patient in the grid. Changes will affect only the computer the changes are made on. More tweaks to Sync Write offs.
3.218 Added "Save and Add another" button in Diag screen, as well as a button to expire a diag yesterday. Tweaked clean claims to make it harder to accidentally press the menu choice for recalculating remaing amount for all patients' claims, and added an abort button to that screen. Added a new choice for reprinting claims; printing a range of claim numbers. .218a Tweaks to Sync write offs and Rec. reports.
3.217 Added more carriers to the drop choices in the Master Provider File ID types.
3.216 Increased speed of producing statements when limiting by patient type.
3.215 Changed method by which DailyActivityReport total AR, and aging reports are calculated. Rather than using the date of the claims for write offs, the date that actual writeoffs happen is used to calculate the balances. Added suggestion to sync write offs when using the clena claim screen, so that deleting a claim will have a corresponding effect on the dated write-offs.
3.214 Tweak to contract services.
3.213 Added preference choices when using 4 columns on the appt. book to shrink the font size on the appt. book and/or increase the height of the appointment slots. This option is ONLY visible if 4 columns have been chosen to be visible.
3.212 Made Log In Screen full screen in order to hide the program from unauthorized eyes. Added preference to activate automatic log out after 15 minutes of inactivity of the program. These are HIPAA additions.
3.211 Tweak to Aging report to adhere to the aging date for payments.
3.210 Added ability to map Box 22 on the HCFA form.
3.209 Added item under Tools Menu in Main Screen to update the default charges to reflect changes in fees in master rpocedures.
3.208 Added menu item in apply payment screen to find claim by charge date.
3.207 Added EDI ONLY print option in map claims, in preperation for HIPAA Electronic printing. Tweak to IDPA claim printing.
3.206 Added limiter for provider and column in Appointment Reports.
3.205 Tweaked holup report to limit by type if processing by type. Tweak to charge screen grid placement.
3.204 Added additional instructions (Main Screen, Tools) for Getting Ready for HIPAA EDI.
3.203 Re-tooled the Patient Data screens to make EDI information available on the "yellow" screen. Updated calendar component on Appt. Book. Added option in statements to order by PIN, but only if using Active Patients with bal. greater than zero option.
3.202 Added Payment Due: to statement screen... if left blank, will not print on statement. Input can be a date, or text, such as PAST DUE. Tweaked annual stats to add last day of month's visits.
3.201 Added First/Last buttons in charge and QuickPay screens for quick navigation of transactions. Added option in Finish NYWC to prepare without the form, for printing directly to the form, instead of plain paper.
3.200 2/12/2003 Added ability to store scanned documents in data files for retrieval when desired. NOTE: The scanned document must be saved as a Jpeg file. You can access the save scanned document screen by going to Patients on the menu bar in the main screen. Please update utilites to vesion 3.18 if you have not already done so.
3.199 Changed structure of additional onsets to add other case information that is required on the HIPAA electronic information. Instructions for usage will follow in an update in the near future.
3.198 Added additional "relation to insured" choices for HIPAA EDI... also, relating to HIPAA, added a mandatory "type" list in the Provider ID section of the Master Provider Screen.
3.197 Added ability choose location and name of exported data from the mailing labels and the patient lists.
3.196 Little tweaks to cosmetics of DAR, Statements. Added option to NOT print tax ID on Quickpay receipt.
3.195 Added option in policy screen to charge copay and deductible simultaneously. That is: if a policy has a set copay amount, and wants that amount charged to the patient WITHOUT it counting as a reduction to the deductible balance... so the copay amount is subtracted from the charge BEFORE the charge amount is subtracted from the deductible balance. Clear as mud? :-)
3.194 Added button in charge entry screen to edit Diags. When you exit the diag screen, you are returned to the charge screen with the diags updated.
3.193 Added option to print directly to envelopes, instead of mailing labels in Print Mailing labels Screen. NOTE: You must have an envelope feeder on your printer to use this feature. Added option to choose just one patient in that screen. Tweaked NYWC printout.
3.192 Added Update Charge's Diagnois button in the Diag screen.
3.191 Final Tweaks to Apointment book sizing issues.
3.190 2/2/03 Added a choice when making multiple appointments to use the any column at the time specified. It will first try the first column, then each column in succession if available. If no visible columns are available on that date, it will not create an appointment, but will allow you to print a list of dates missed, so you can manually add them. Tweaked appt. grid to show all 4 columns when using very high screen resolutions.
3.189 Set screen sizes so that when viewed at higher resolutions, the screens will still be full.
3.188 When a system has many hundred alerts active, the changing of calendar dates on the appointment bookwas quite sluggish, so the method of checking those alerts was changed to speed up the process.
3.187 Changed calendar on Appt. screen.
3.186 Tweaked appointment report. Change controls for setting times on Generate Mult. appts. screen.
3.185 Changed Charge grid, tweaked DAR.
3.184 Tweaked charge screen to cause procedures to display in correct sort order. Add 11 D to the list of possible exclusions in Map Claim Form screen for some medicare requirements. Changed the calendar component on the Appointment Screen.
3.183 Added his/her choice to merge field in letters.
3.182 Changed charge entry so that unclicking one of the diagnoses on a charge would not automatically cause the creation of a new claim when processing occurs.
3.181 Tweaks to the To Do screen, Map Claim Form Screen.
3.180 Added Write Offs and Claim Adjustments to Monthly Stats. Changed the way Annual Stats counted write offs to more accurately report when the claim adjustments occurred. Added the Sync Write Offs button to both Monthly and Yearly stat forms. Use that before calculating stats (at least once a month.)
3.179 Added color coding for Medicaid in the patient grid. ENJOY!
3.178 Added button in Master Procedures to make a procedure Inactive. When a procedure is inactive it will not show up in the charge screen when adding charges.Please NOTE: Default charges created before the procedure was made inactive will STILL have that inactive charge in it, and therefore will continue to bill them, so you will have to change the default charges manually in that circumstance. The same holds true for Procedure Sets that were created before the procedure was made inactive.
3.177 Added Choice in Insurance Payments Report to do the report for just one patient.
3.176 Added options in Print Claims to limit reprints by BOTH type and provider.
3.175 Tweaked audits to better coincided with AR tracking, added "Change to AR Total" to Audit report.
3.174 Some cosmetic changes to Quickpay and Charges screen, added PIN to DAR when reporting which patient's paid. Added XRAY File # field to Add'l Patient Data screen.
3.173 Added divorced and widow to Marital status in patient data screen, added some referal types.
3.172* Added "Find Referring Patient" button in the referral report screen. 3.172b* Tweak to DAR.
3.171* Tweaked Patient collection reports to omit patients with zero balances.
3.170* Re-worked Periodic Practice Stat for activity by case types.
3.169* Added Labels for the Provider ID's in the Master Provider Screen, and a legend of those labels in the Map Claim Form Scree. Also made cosmetic changes to the Map Claim Form Screen. Added option im Map Calim Form to leave Box 11,a,b and c blank.
3.168* Added check box to automatically copy what has already been assigned to the patient (copay deductible) to the assigned patient column in the apply insurance screen.
3.167* Added Holdup when Pre Certify is checked in the policy screen... it causes claims be held up until you receive pre certification, at which time check should be removed.
3.166a Tweaks to Quickpay and Periodic Practice Stats, Yearly Stats and Claim alignment. Added Last Exam and Last EMG to patient detail on the appointment screen. Added search box (by Name) in the Statement Message Screen.
3.165 HAPPY NEW YEAR! Added provider quick summary to last page of DAR when multiple providers are being reported. Added ability to Apply a cash payment in the quickpay screen. The Date of service field must have a date, and the must be at least one charge that is billed to "P" to be able to use this feature. A BIG CHANGE to the way claims are printed. There are now visual alignment bars to move text on the claim up /down and to the left or right. If you prefer, you can check the box to use the alternate method (the old one,) but if you don't you should test and adjust the print settings before printing claims. The current setting the first time you use the new method is the same as the former "Home" setting.
3.164 Added tweak to e-file claims.
3.163 Additional tweaks to Illinois Medicaid printing positions.
3.162 Tweak to Patient List Birthmonth choice operation.
3.161 12/1/2002 Added provider name to Periodic Practice Stats when not printing ALL providers.
3.160 Changed appearance of Charge Screen to reflect alternating colors in the charge grid, denoting dates.
3.159 Tweaks to eclaim printing. 3.159b Tweak to periodic practice stats.
3.158 The names of people with alerts in the system dated the same or earlier as the appointment calendar date will appear in blue on the appointment book, and their name will be preceded with 2 exclamation marks.
3.157 Added save feature on mailing labels preview, to save to rtf format (for Word) or xls format for Excell. 3.157a Added active/inactive choice for mailing lables for all patients with "family" in the name.
3.156 Added secondary insured info to the call screen in apply payments.
3.155 Added alert text to Pick Patient screen, if there is an alert for the picked patient on the date ( or earlier) that the appointment calendar is on. Only the first alert for that patient will show, so delete when done with it. Tweaked Illinois Medicaid claim printing.
3.154 Added Line Total to Transaction summary report. Changed onset display on appt book to report add'l onset date if applicable.
3.153 11/19/2002 Added mailing label choice for people who have referred, tweaked policy screen to show cursor in Group box on new records.
3.152 Tweak to NY workers comp in case of change of Insurance Co, edit and save the policy, and the company will be updated.
3.151 Added option in Map Claim Forms to use the first charge date on a claim as the Records release date (box 12) instead of the field in the patient data screen, to comply with some states' Medicare rules.
3.150 Added primary/secondary display to policies in the top right grid of the policy screen. Tweaked grp printing on claim forms to print higher if PIN is marked to print higher.
3.149 Tweak to charge interest process.
3.148 Added Comments to Apply Payment screen, so hitting the Call button is not mandatory. Raised bottom of screen to show Apply button, even if Windows Task Bar is displaying.
3.147 Changed Detailed Receipt to reflect charges for the date inputted in Optional date of services... if there is a date there. Otherwise it will look for charges on the Payment Date and print those.
3.146 Added option to print payments as 0 on claims (this option is on the print claims screen.)
3.145 Added ability to "re-save" eclaim file, while viewing it in order to remove some printer control characters that some systems put in eclaim file. Hit View Eclaim File button at bottom of the Print Claim Screen, choose the file, then Hit ReSave Eclaim File on menu bar. Tweaked Policy screen, where search is being done by Insurance Co. Name.
3.144 Added online manual availability in program. Press F1 to access it, AFTER you have downloaded it from the Web site.
3.143 Added option to only include patients for statements if patient portion balance is greater than zero. NOTE: this option is only available when choosing statements for patients with balances greater than zero. Added ability to print tracer report with secondaries only.
3.142 Added "Since Last Visit" list in patient lists. Made Inactive Providers produce no DAR when All Providers is checked. Added Secondary Insurance Co info to Call Screen in Apply Insurance Payments.
3.141 10/21/2002 Added totals for all providers in the Yearly Stats (if All Providers is checked, and there is more than one provider for whom to report.)
3.140 Added Total Claims Processed to weekly stat report.
3.139 Tweaked certain reports that were not responding to the F2 key to close the form. Changed the Notes box in the patient data screen to begin editing at the top of the box when date and time stamp button is pushed.
3.138 Added "save as" filter for tracer report toallow saving as an rtf file, so that the report can be opened in Word, or the tgi editor. Added "Make Pin Higher" check box for all claim printing positions.
3.137 Tweaked the printing of the tracer report, so that charge detail does not overlap comments.
3.136 Added Insurance company ID to Ins. Payment report
3.135 Created a refresh of the pick patient grid every 55 seconds to show new patients on networked computers that may have been added on another machine.
3.134 Split payments and credits on Statements (only on Full Charges version, not on patient portion version of the statement yet.)
3.133 Added Contract Services feature, to allow multiple patient (non-system patients)billing to a company (entered as a patient) for doing physicals, drug screenings etc.
3.132 Added audit report, to show, by date range all changes made to payments and charges, what the change was, and which user made the change.
3.131 Added option when editing charges (double click on charge grid) to choose from more than 4 diagnoses if additional ones exist.
3.130 Added choice of making a provider inactive, so that if a new patient is added using that provider, a warning displays.
3.129 Cosmetic Tweak to Charge Screen, Balance tweak to Non Aged Rev. Report. Updated Word Processor Component.
3.128 Major retooling of the receivables reports.
3.127 8/14/2002 Added ability to override the place of service and type of service in map claims, by specifing either in the master procedure screen. Added ability to mass resubmit unpaid claims by date range. Tweaked the transaction report to show balance not rounded.
3.126 Added check box near bottom of patient data screen to prohibit that patient from having mailing labels printed.
3.125 Two new features on the Apply insurance payment screen: 1. There is now a "Print Secondary" button, that will mark that claim to reprint, and it will only print to the secondary, even if not marked to print secondaries in the Patient Data screen or the Print Claims Screen.
2. There is now a "Derive Payment" button that will calculate the amount of the payment based on the totals of the Charges Line Items payment column. That means you do not have to calculate the payment for the claim in advance (in the case of a bulk payment.) Enter a zero for the amount of payment, then fill in each payment cell in the charge grid, hit the Derive Payment button, and the total of the payments will appear as the amount of the payment for the claim.
3.124 Added Print button in charge screen. Taught periodic practice stats, by case type to use user defined case types, if in use.
3.123 Print claims, changed unprinted by type to alpha order, patient last name.
3.122 Adjustment to Illinois Medicaid form printing.
3.121 Tweak to statement message display in Patient data screen.
3.120 Added option in inventory report to only include those items in which the "on hand" quantity was equal to or lower than the "low" quantity.
3.119 Tweak to mailing label placement.
3.118 7/26/2002 Tweak to Txn report, payments only.
3.117 Added option to print birthday mailing labels for active patients only.
3.116 Added tool to populate the records release date (if empty) for all patients. It copies the first visit date to the field which will appear in box 12 on the HCFA form.
3.115 Tweaks to print claims.
3.114 Tweaks to Map claim form screen.
3.113 Tweaked claim printing so that if Box 12 has no date (in the patient data screen) Signature on file will not print on the claim form.
3.112 Tweaked print claims. Facility name will print on Home setting if different from clinic name.
3.111 Added limiter to tracer report for one company to only include claims with a designated procedure on them.
3.110 Added Illinois Medicaid form printing capability. To utilize, create a new claim form in map claim forms, with an ID of IDPA (it must have that ID.) You can name it whatever you wish. Map the Illiniois Medicaid Provider Number to box 33, put the patient's recipient number in "Insured's ID" in the purple screen. Assign the Medicaid carrier to the new claim. It is suggesed that you choose to print all Medicaid types at one time, since the paper is different.
3.109 Tweaked patient lists.
3.108 Added Preference for always showing inactive patients in patient grid.
Clarified check box in patient data screen, that when checked (the default) will print "Signature on File" in box 13 of the HCFA form, EVEN if "Accept Assignment" is not checked in the policy screen.
Added Primary and Sec. insurance display to the apply payment screen.
3.107 Added onset to displayed data on appt screen for a specific patient. Tweaked diag screen.
3.106 Added Primary and Secondary Insurance Display to charge screen.
3.105 Tweak to patient portion amounts, on visits when deductible balance is met on that visit.
3.104 Increased speed of producing Daily Activity Report on client machines in network by approximately 400%.
3.103 Tweaked Apply Insurance Screen so that the claim grid would automatically go to the first claim which has had no payment activity on it, when the screen is opened, or when patient is changed.
3.102 Added Patient Portion Report to Receivables report choices. Tweaked Againg report so that payments are truely applied to oldest charges.
3.101 Tweaked reset of last visit date to create the date 01/01/1902 idf there were no charges in the system for the patient.
3.100 6/12/2002 Added preference option to reflect NO payments when printing claims.
3.099a Tweaked Dropins to reflect on DAR
3.099 Added stat averages to Yearly Stat Report.
3.098 Added Group # and Patient remarks to "Print Patient Information" (under "This Patient" on patient data screen.
3.097a Tweaked charges because units and rates were reverting to procedure master when saving a changed amount when entering a new charge.
3.097 Added patient photos. You must have a jpeg image. Add the photo in the "more info/dates patient data screen. Press the button marked "Insert Photo", then browse the location you have photo stored, either on floppy or the hard drvie. When you accept the phot, it will display on that screen, as well as the Pick Patient screen.
3.096 Added doctor name to Detailed receipts.
3.095 Tweaks to charge screen. Gave "memory" to the checkbox marked "save and another without asking".
3.094 5/29/2002 Added option to bring PIN higher on "Home" Alignment" in Print Claims to accomodate Canon Printers.
3.093 Added "By Primary Insurance" to the list of choices in the Mailing Labels report screen.
3.092 Added option in Print Statement screen to save statement balance and date in patient remarks.
3.091 Added display of last statement balance and date to the Charge screen.
3.090 The program will save the ENTRY date of payments paid on payments entered after this update. You can choose to print the DAR with payments by entery date, instead of the Payment date.
3.089 Tweaks to inventory report.
3.088 Tweaked receipt to include middle initial and generation data.
3.087 Added ability to choose font for claim printing.
3.086 Added Middle initial and generation to patient name on statements.
3.085 4/29/2002 Set default provider in Quick Pay to provider who provided services that date. Put confirmation on NYWC selection in Policy Screen, in case it was checked by accident.
3.084b Tweaked NYWC claim, to flip EIN and SSN output.
3.084a Changed appointment book row to WHITE if there is Row Note in existence for THAT row, EXCEPT for the cells that are either RED, GREEN or GRAY due to the patient's appointment state.
3.084 Added option in Map Claim Forms to NOT Print the Provider's name in box 31, so that it can be hand signed.
3.083a Moved Phone Number in Box 33 on Claim Form to allow better scanning of PIN.
3.083 Added Hot Key Ctrl-i to immediately access Patient Insurance Screen, without going through the Yellow screen first. Added utility in Print Claims to Unmark Claims as printed, by process date.
3.082 Added option in statements to process ALL patients with balances greater than zero, both active and inactive.
3.081 Added button in the Charge screen that will cause the program check the fees charged for a procedure against the master files, and update the charge if different from what is in the Master Procedure File (based on the date of service.) This feature could potentially change the fee for a service already put on a claim, so sould be used with great caution. Clean Claims should be run for that patient after using, if the charge had already been assingned to a claim. In order to make the button visible on the screen, "Enable Fee Correction" must be chosen from the menu bar first.
3.080 Added feature to apply payment screen to ask about resubmitting a claim for printing secondary when a primary payment is initiated. Added Row Note button to appointment book to allow easy access to the memo field for a specific line in the appointment book.
3.079a,b tweaked statements so that older data would accurately not print patient portions if marked correctly in patient account screen. Tweaked DAR in case there were no applied write offs in the system, so it wouldn't report a false 0.00 Write off.
3.079 Added provider option in the referral report.
3.078 Added button in charges screen to update the diags for one charge at a time.
3.077 4/17/2002 Tweak to no future Appts. report, Similar Symps in eclaim file.
3.076 Added ICONS that show up on task bar at the bottom of the screen when certain key screens are minimized. When minimized, the Main Screen (Appt. Book) appears, then when the icon for the previous screen is clicked, the screen re-appears. Screens with this feature are: Patient Data (yellow and purple) Charges, Quick Pay, Apply Payments, Diags, Statement and DAR. More will be added as requested.
3.075 Added comment to each claim when it is printed (date, and secondary if applicable.) The comment is created when the claim is "marked" as printed.
3.074 Tweaks to Patient Portion Charges from default charges, as well as charge screen when multiple ins. co's are in patient's file.
3.073 Added totals to the patient collection report. Added new report: Statement History Report. It will have no data in it until you run statements after this update, but then the last statement information for a patient will be available in this report.
3.072 Tweaked Transaction Report, added balance for the patient for the reporting period.
3.071 Added access to statement screen from the quick pay screen, already set to create statement for that patient. Added Print screen option in apply payments screen. Added F11 as hot ket to statement screen.
3.070 Added Utility in DAR screen that will purge the system of transactions that have no corresponding patient in the system . The existence of these "ghost" transactions can cause the A/R on the daily activity report to be wrong, unless purged.
3.069 Added abilty to print only a specific column under Print Appts (Portrait)
3.068 Added ability to create a note when an appointment is cancelled which will print on the appointment report.
3.067 3/25/2002 Added 24H to map claim form screen, to allow inputting and printing of "2" in that box on the HCFA form for Vermont Medicaid.
3.066 Tweaked no future appt. Report. Added check box to automatically send statements to the responsible person listed in the adjuster data in the policy screen.
3.065 Added a "Toggle switch"; F-10 for going from an input screen, such as the Patient data screen, to the Appointment screen, without closing the input screen. When finished on the Appt screen, F-10 will return you to the input screen. Tweaked DAR to report that date's write-off's to the provider for which the write off was performed to be correctly reported.
3.064 Tweaks to date fields in the payment grid in apply insurance payments and to the charge grid in the charge screen. Further refinement of NY Workers Comp. Tweak to the utility that resets the last visit date in the patient file.
3.063 Added button in Apply Payments assign claim policy to changed insurance co in Patient Screen. Added date ranges to Charges without claims report.
3.062 Added ability to accurately calculate patient portions when in a provider network, and constrained by Maximum Allowed charges. See the explanation in the master procedures screen (near the bottom.) Also; added choice in blue account screen to suggest quickpay amount as the total of patient portion charges charged on the date of the quickpayment.
3.060 Tweaked DAR, counting of visits
3.059 Added option for quicker printing of letters, but with less margin control.
3.058 Added option in Patient Collection Report to report ONLY patient portion activity.
3.057 2/20/2002 Added utility to DAR screen to associate charges with patient's provider if somehow the charge was unassigned. Tweaked Apply payments to make it impossible to add a payment without first hitting the payment for one claim button.
3.056 Added search for patient by SSN in Pick Patient screen, tweaked creation of new statement message.
3.054 Tweaked Txn report
3.053c Tweaked NYWC
3.053a Tweaked Appt report (no future Appts) to stop including patients who have an appointment today.
3.053 added option to uncheck sorting by zip code in printing letters by mailing lists (uses last name instead) Tweaked transaction report summary.
3.052 Tweak to Statement Messages
3.051 1/31/2002 Tweaked Mailing labels.
3.050 Added New York Worker's Comp C4 Claim. Please see additional instructions, under tools on the Main Screen for detailed instructions for usage. Tweaked Appt. Book, to disallow checking out, w/o checkin in, Added generation to Patient grid
3.049 Added Sync of Write off tool to the Statement screen, to be used if running balance on statement does not agree with final balance.
3.048 Tweak to E-claim
3.047 Tweak to DAR stats.
3.046 Tweaks to claim processing.
3.045 Added option to make the DAR a payment only report.
3.044 1/3/2002 Added option in Print Statements to include a message for all, unles a message was chosen in the Patient Screen previously, then that patient would print the one in their screen, all others not having a statement message will use the other message.
3.043a Tweaked mailing labels problem with "Since last Visit".
3.043 1/2/2002 added Preference for the cursor to start in the PIN field, rather than the Last Name field in the pick patient screen. Tweaked statements.
What's New in Version 3
- Appointment Book Check In/Out with single clicks, rather than double clicks.
- Right Click any name on the Appt. Book for fast access to that patient's data.
- Click on the Calendar Month for fast access to previous/future months.
- Patient Pick screen does not show inactive patients unless you click on show inactives also.
- Pick Patient screen now filters by two additional choices, First Name, and a combination of First and Last Name.
- # Visits allowed now counts down the visits left for a specific patient in the purple screen (Insurance Policy.)
- MUCH Faster Aging reports.
- Ability to uncheck unwanted fields in the right on the screen in Patient Lists Screen.
- Ability to create all patient lists limited to one provider.
- Running balance now displays on the patient statements.
- Ability to assign a quick payment to a specific claim in Apply Payments.
- Add Preference for color of Main Screen, local to each computer in the network.
-
2.199 Added all Phone numbers to missed appointment section of Appointment reports
2.196 Added ability to print actual first ICD9 in box 24 E
2.195 Added "Return Service Requested" to print on Statements as an option.
2.194 Tweak to Appointment reports.
2.191 Added 33group number position to map claim forms.
2.189 Tweak to claims print (onset on Lower 1 righter)
2.187 Added ability to map the tax id to an ID# in the provider file.
2.186 made patient list export the list chosen, not just all patients.
2.185 Tweaks to letters
2.183 Added tool (under tools) to check and if necessary, reset the Last Visit date for patients.
2.182, tweaked E claim printing some more, added option for lower address for window envelope in Statements. Tweaked Pateint collection report.
2.181 Print claims; tweaked for Win2K E Filing, and continued to tweak onset dates. Fixed Font change for mailing labels.
2.180 Re-built mailing labels.
2.179 Added Case type to DAR and appointment reports.
2.177 Tweaked reschedule stats.
2.176 8/30 Added ability to print an incredibly long Program name in box 11c on the HCFA form, by checking box in policy screen to use the blue comment box
for the program name (in the policy screen).
2.175 8/28/01 Added the option in Master Procedures to designate any procedure as a NON visit, therefore not counting the charge as a visit on stats if it's the
only charge for that day (e.g. a reports charge).
2.172, 2173 Tweaked DAR for speed. Added DOB to Patient info printing from patient data screen.
2.171 Re-designed hold-up report.
2.170 Added next scheduled appointment to DAR.
2.169 8/6 Added option in process claims to process range of patients by last name. Added option in preferences for 1st time printing of claims to be
alphanetical, rather than by insurance co. Restricted access to Create new user form to only those users with a level 5 permission.
2.168 7/25/2001 Added ability to block times in specific columns on specific days of the week on a recurring basis. So that if multiple providers have vastly
different schedules, blocks can be inserted in the appropriate times. These blocks are dynamic, and can be changed without emptying the appointments for that
day. The new screen for creating the blocked times is located on the Main menu, under Appointments, then "Block Appointment Times (Recurring, by
Column)".
2.167 Added a line to show write offs applied to claims on the DAR IF the process date of the claim is the same as the date of the DARGenerally, the only
application for this change is when you print a DAR from the past. Total AR is based on the on the date of the claim write off, so this aids in providing a trail of
the changes in the AR total.
2.166 Created ability to assign alternate CPT codes to procedures (up to 3 additional groups) and then assign that group of cpt codes to an insurance
company. Both changes appear in the master files (procedures, and insurance companies).
2.165 Changed Daily Activity report to NOT count a visit fo a patient IF the only charge for that patient was procedure whose category is "Supplies".
2.164 7/5/2001 Added Insco ID to Patient Info showing on Appt. Book
2.163 Added Case Type stats to periodic practice stats
2.162 Added ability to resubmit unpaid claims by type of case.
2.161 Added Date Range to referral reports.
2.159 Added Units to periodic practice stats.
2.158 Sped up the process of telling when a patient's next appointment is, and added it to the Main Screen
2.157 corrected situation where balances didn't always reflect different patient totals after changing patient in charge screen.
2.154a tweaked finding sets and procedures in charge screen.
2.154 Added diags to patient info report from the patient screen.
2.153 Added Map claim option to print "SAME" in box 32 of HCFA form. Added abort button to Daily Activity report.
2.152 Tweaked DAR stats.
2.151 5/24/2001 Added Print Dialogs to some reports not having them (so they all ask which printer you want to print to.)
2.150 Tweaked Diag screen
2.149 Added a transaction summary report. PLEASE READ CAREFULLY: This report is available only for 1 patient at a time (from the Transaction Reports
Screen, AFTER you have picked your patient.) It is only accurate IF you have added the optional payment date of service when adding Quickpayments
from patients AND you have applied insurance payments to LINE ITEMS. The filters, such as "By one provider" do not apply.
screen, after you choose your patient) It will only be accurate if you have added the optional payment dat
2.148 Added ability to change payment type in apply insurance screen, in case payor is patient
2.147 When an x-ray procedure is charged (cpt code starting w/ 7) the Xray date in the patient table is automatically updated to the charge date (providing the
current xray date is EARLIER than the charge date.
2.146 Created an add'l claim alignment, lower 1, righter
2.145 Adjusted Insurance Co. Zip code in E-Claims to print when city name was long.
2.143 Adjusted appt. book so that cancelling the action of putting a new appt. in would not bring an error, and tweaked menu selection of showing one patient's
appointment.
2.142 Tweaks to master Dx and spellchecker in letter screen.
2.141 Tweaked print claims (vfcall), Tweaked appt book so colors would hold in 1st column after checked out.
2.140 4/18/01 Changed print order of claims to print by insurance company, then last name, instead of by last name only. Added option to print two copies of
each claim, by clicking on "print 2 copies of claim" in print claim screen. This option is NOT rem
you have to click it each time you print claims if you want double claims.
2.139 Added preference to automatically print claims in ALL CAPS. There is a box in the print claim screen for this option which will toggle that choice for that
print session only.
2.138 Added preference to automatically default to ONLY using the first diagnosis for medicare patients on their charges.
2.137 4/9/01 Removed punctuation from diags when printing claims.
2.136 Added payments to totals in periodic practice stats
2133 3/26/01 Added preference option for adding Provider name to detailed receipts, and made it optional in the quickpay screen.
2.131 Added choice in Map Claim forms to print boxes 32 and 33, even if the provider and clinic address are the same.
2.129 Added a LOT more visit types for the appointment screen. Added Appointment report to detail visit types and their counts for a specific period
(appointment
reports)
2.128 3/20/2001 Added breakdown of payments/credits to balance display on charge screen.
2.126 Re-tooled the tracer report, using new report generator.
2.121 Added ability to change the visit type from the "One Patient's Appointments" Screen
2.120 Tweaked last visit date, so that it would not change when editing a charge record. Sped up the Appt. report for no future appointments.
2.117 Fixed Diag descriptions to discern between identical codes (i.e. two with 729.1) when printing claims
2.116 Tweaks to "other Info patient screen"
2.114 Added Level to users (99) which prevents editing/deleting of charges and payments after 1 week of date of transaction.
2.112 Tweaked holdup creation in Process claims.
2.111 added archived data to annual stat report NOTE: Archived data does not appear in any other stat reports.
2.110 Added display of Ins. co in default charge screen, added another adjuster field in the policy screen.
2.109 You can now reset dedutible balances by the anniversary month of the policy, rather than just calendar year. If the "reset month" is set in the policy
screen, the new feature will work. Go to tools, reset deductibles. Also, put in automatic clean up to delete charges with no casenumbers (which could cause
bad totals on total AR on the DAR.)
2.108 Added ability to process claims for 1 provider only. Added ability to limit payment reporting on Transaction report by who
paid. Added Print option in Patient Remarks Screen.
2.107 12/27/2000 Added Collection Breakdown to Monthly stats.
2.106 Added ability to change printing (not previewing) font (not size,or style, just the actual font) when making mailing labels.
2.104 Added option for mailing labels to be addressed to entire family, when using mailing lists.
2.103b Added unclaim button in apply payment screen. Be careful, The unclaimed charge will dissappear from view right after
it is unclaimed.
2.102 12/3/2000 Added ability to send a statement to an adjuster, from data in "purple" screen.
2.1 11/27/2000
Added additional patient data to the input screen, as well as a new patient information screen available from
the "yellow" screen". Added the ability to create additional onset dates, to print on the claim forms if necessary, without
creating a new patient file. Added New Fields in the "Purple screen" for keeping up with adjusters info for each policy.
Added ability to cancel an appointment, but have it remain on the appointment book (marked out).
2.085a Added ability to set number of units per charge in the master procedure screen.
2.085 Added procedure ID codes to tracer report.
2.083 Made the process of compacting previous days' appointments about a zillion times faster ... Main screen, tools.
2.081 Added Portrait(long)/Landscape(wide) printing option for Appt book.
2.080 Tweaked Apply Payments screen, hunting down key violations.
2.079 Fixed Buttons that had been causing GPF's
2.078b Created a lowest and rightest option in print claims print alignment.
2.078 10/31/2000 Tweaked various reports. Added ability to choose visit type when generating multipple appts.
2.077 With this version, the primary insurance policy will be used to determine patient portions of charges EVEN if there is a
secondary insurance policy (in the past, a secondary policy kept the program form calculating ANY patient portion).
2.076 10/6/2000 Added "By First Visit Date" to Letters and mailing labels.
2.075 Added 9 Additional Visit Types for Appt. Book, for a total of 16 totally configurable ones.
2.074 tweaks to statements, referral reports (added address of referrers).
2.073e Made statement printing not display print dialog every 20 statements... and actually print them too :-)
2.073 9/13/2000 Added ability to have more than one procedure at a time being monitored for warning when usage has
equaled or exceeded the warn level.
2.072 9/7/2000 Added ability to change colors on appointment screen for different types of visits... use the the little green
button beside each Visit type in the preferences screen to set font colors. NOTE: For Visit types that you
name yourself, if the name of the visit type exceeds 6 characters, the color change will not take effect. ALSO - created ability
to export patient lists to comma delimited ASCII file.
exceeds
2.071 Added remarks box to schedule new patient screen.
2.070 8/16/00 Added ability to print all future alerts (on alert screen for this day). made it easier to choose claims to process
for 1 day at a time.
2.069 Added Add'l formatting (paragraphs and bullets) to letters screen.
2.068 Added ability to change users permission levels, and restrict some portions of program... more features on this later!
2.067b Tweaks to charge and QPay screen.
2.067 7/26/00 Added Onset Date to the diag screen. (From the Patient data screen) Added add'l misc. Field to Policy screen,
and added anniversary month for resetting deductibles.... ability to
automatically reset deductibles by anniversary month will follow shortly.
2.066 7/25/2000 Added option im map claims to remove Dx descriptions, added view button for e claims in print screen, fixed
master diags not printing.
a-e, tweaks to aging, neg bal only, printing procedure sets, eclaim's over 1K
2.065 Set Program to automatically suggest c:\a8\eclaim as default loacation of electronic file being created. Now, all one
has
to do is type the name of the file, (e.g.claims.txt) and press OK.
d - Tweaked set entry. added last visit date to all patients choice in list screen
b - made it easier to change providers when addding charges with set entry
2.064a Tweaks to statement selection (balance above zero for patient portion billed patients) Added abort button to statement
screen.
2.064 Added button to link to to eclaims on the print claims screen. You must already be online for it to work.
c - Tweaked Yearly stats, write off column
2.063a tweak to process claim form sceen re: busy table
2.063 6/19/2000 Added spellcheck;Insured Id and onset field to letters, added ssn to tracer report
2.062 Added Message choices for statements. Now you can either: 1. Print no message; 2. Print the 1st line of the patients
remarks field (as before); 3. Print a message on the statement, based on what you have assigned in the patient data screen;
4.
Print the same message on everybody's statement. Messages can be added and edited under Master files, or the Patient Data
screen, or the Statement screen.
2.061 Added Fax to provider screen, added 21 day letter for NJ Workers Comp (patient Data, This Patient), Added dob,
onset dates to tracer report
2.060 Sweetened apply payment screen
2.059 Added report for referrers
2.058 5/31/00 Added Rerrals to Master Files, and to patient data screen. Tweaked DAR formatting... Greatly increased
speed of appt. book in creating new date.
2.057 5/25/00 Added ability to segregate printing of electronic and paper, by A. marking the Preference to strictly observe
the map claim screen instruction to ONLY print to paper, and B. Marking the claim in map Claim Forms, to ONLY print to
paper.
2.056 5/22/00 Added insurance to mailing label options.
2.055 5/15/00 Added phones to Letters
2.054 Added option to document a date of service in the applypayment screen (so that it will show in the quickpay
screen)...added patient list for first visit date specific.
2.053 Added the ability to print Ageing report by account by one Type of case.
2.052 Tweaked Appointment report, set reminder of existing holdups to show when all are being processed (if valid).
2.051a Tweaked print Claim Grid in Apply Payments
2.051 Added report under aging reports for negative balances only. Added New APPOINTMENT REPORT... this one
shows which patients have no new appt. set.
2.050 Added "Very Detailed Receipt" button to quick pay screen... produces a receipt w/ more information to make it easier
for patients to be paid by insurance company.
2.049 More Tweaks to letters
2.048 a tweak here or there, and set up ability to archive patient data files.. to remove them from the patient grid. This is
done (and Undone) in the tgi... Utilities, version 2.52 or higher.
2.048 Major update to the letters section. The letters now can be formatted (bold, different fonts, etc) and merged with
patient and prospect data. Old letters will have to converted to the new format, via the conversion on the menu bar in that
screen.
2,047 Added new instructions for using the apply payment screen, under tools, Additional Instructions.
2.046a Fixed monitoring of rescheduled appointments, tweaked showing of old appointments if no appointments were
showing on one patient 's appointments screen.
2.046 added ability to print Misc. field from puple screen in Patient Info
2.045 4/11/00 Added "By First Visit Date" to patient lists
2.044 Changed Insurance Tracers to exclude all claims that had been closed, even if the remainder is greater than zero.
2.043 Added ability to print/reprint one claim, by claim#
2.042 4/7/00 Claims automatically close when remaining amount equals zero (when applying apayments to that claim)
unless
you have it marked to re-submit... regardless of percent paid by insurance company. Co pay total shows on assign to patiet
area of screen.
2.041 4/6/00 Tweak to phone number/Visit type order on display of Appts when showing 4 columns ... tweaked apply
Payment write offs to always remember the provider... changed one patient's appts to only show present and future appts.
will add option for past ones soon.
2.040 tweaks to statements
2.039 Added password and user ID's to facilite implementation of new auditing features. The program will now monitor and
save all changes/deletions to charges and payments in a special audit file. Please see Instructions (under tools)
2.038 added table for Electronic Billing Payors ID's in master Insurance File. First, you must have, or download the latest e.
payors file from tgi Web site.
2.037 Show insurance policy info on apply payment screen.
2.036a Added choice in print claims to print the Clinic name in box 31, and provider name in box 32.
2.036 When updating patient portion in charge screen, the update will give the choice of starting on the record the Bottom
grid is on, instead of autoatically starting at the beginning.
2.035 IF Account screen indicates only printing patient portion on statement AND IF you are printing stements for ALL
patients with a balance above zero, AND PATIENT BALANCE is zero, the program will NOT print a statement for them.
2.034 3/10/00 Added button to update patient portion in charge screen when applying payments only to claim.
2.033 3/8/00 Added ability produce stats for entire clinic (monthly) when multiple providers are in system.
2.032 3/6/00 added preference for default choice to only show patient portion on statements for all new patients (if patient is
NOT self pay).
2.031 Changed Appt. Printing to include Day, not just date, and added total appointments.
2.030 Added Refresh button to appointment book, for quicker display of networked data (checking in/out etc.)
2.029 Sped the process of adding a new appointment upon checkout... the patient choice grid is now automatically set to
the patient being checked out.
2.028a Added ability to limit processing of claims to one insurance company.
2.028 Added Search and Destroy Bad Appointments to Tools Menu... use this when you have deleted a patient, but after
making an appointment for them. If you are not sure whether to use or not, go ahead and use.
2.027 Dealt with 2nd column diags mimicking first column diags instead of using correct ones.
2.026 2/16/00 Changed the manner in which uniqued ID is created for each payment to work around the Key Violations
that could occur if autoincrement field was re-built.
2.024 2/9/00 Added Employer to Patient Data Screen (informational only) and fixed order by name in Policy Screen
2.023 2/7/00 Added MTD Write Off Totals in Daily Activity Report... NOTE if there have been previous write offs done in
apply payments, it will be necessary to run the second item under Utilities in the DAR screen.
Maximized certain key screens, patient data, charges, diags, so that if using Large Fonts the screen will be easier to read on
smaller monitors.
2.022 2/2/00 Added Patients with Sec. insurance to patient list printing.
2:021 added ability to have appointments at ten minute increments, changed choices in preferences to reflect that change.
Appointments can now be of 3,5,10, or 15 minute duration.
Also Took checkin/out out of printed schedule to allow more room for displaying Phone #'s when printing appointments.
2.020 more memory management stuff
2.019 improved memory management of editor
2.018 1/24/00 Greatly increased speed of Tracer Processing
2.017 made ref. Prov edit fields do auto capping on first letter, took check # of receipts when not a check, fixed show
payments in apply payment screen
2.016 1/18/00 added ability to "Protect" the Plan Name on the policy screen, in case it is different from the insurance co
name, then it can be typed in, and saved, and will not revert to name of Insurance Co. when accessing the screen again.
2.015 1/17/00 added Utility to DAR to assign payments to Patient's provider, if Unaassigned.
2.014 a and b Tweasks to electronic claims and mailing list input screen.
2.014 Added phone numbers to appt book on each appt... works best if only two columns are visible, but works with three
also.
2.011-13 1/10/00 Tweaks to aging reports, Insurance tracers, and removed commas from patient name on HCFA form
printing.
2.010 1/6/00 added ability to restrict claims printing by letter
2.009 1/5/00 Made Receipt print next appointment if it exists.Relocated printing position of name on statement.
2.008a 1/3/00 Fixed "Back Year' on calendar in Appt book
2.008 12/30/99 Worked on Aging report (by account) and changed order of payments in quickpay screen to avoid key
violations.
2.007 12/29/99 Added close claim Button in Apply Payments, Created Yearly stat report
2.006 12/27/99 Added "ADD" to time line on appt book to create a new blank row on the scheduler. Row will be inserted
at the line that is currently chosen.
2.005 12/27/99 changed print scheme for To Do List
2.004 12/15/99 Added choices to Tracer report, fixed ability to print appt. report