Presentation on theme: "Overview Scheduler 1.Tx Plan – Special Considerations – Copy when copying to a new Tx Plan 2.Patient comments extended to 7000 characters 3.Alerting change."— Presentation transcript:
Overview Scheduler 1.Tx Plan – Special Considerations – Copy when copying to a new Tx Plan 2.Patient comments extended to 7000 characters 3.Alerting change for Financial, Chart, and Scheduler alerts Billing 1.Email – Moved Email to Responsible Party screen 2.Patient comments extended to 7000 characters 3.Added Auto Pay on Contract Screen 4.Added subtotals on Daysheet Insurance 1.Enhanced insurance statuses including a status history 2.Improved insurance queue filtering 3.Allow the responsible party signature to be blank Reporting 1.Added more filters to the Billing list by transaction type 2.New report to show statements with same address
Email Options Moved email options to the responsible party screen. This does not actually send emails. Emails will be provided in a later version.
Tx Plan – Special Considerations When copying a TX Plan, the special consideration from the previous TX Plan will also be copied. If a full TX Plan copy is not desired, a “Copy Special Considerations” button is provided.
Patient Comments - Expanded The patient comments has been extended to 7000 characters (from 4000)
Auto Pay - OrthoBanc A new screen for Auto Pay has been added. This screen can be opened from the Contract Screen. In this release, only OrthoBanc information can be collected. In the future, it can be used for any kind of Auto Pay.
Alerts – Chart, Scheduler, and Financial The alert popups now contain buttons to Edit or Dismiss the alert.
Charting – Import File Option to import a file into the chart from the charting screen.
Daysheet - Subtotals Subtotals by credit cards and in the summary section have been added.
Insurance Improvements - Statuses New insurance statuses have been added to improve the functionality doing insurance claims. Not Started, In Progress, Needs Review, and Cancelled status did not change. Sent and Sent (E): This is a replacement to “Complete”. After a claim is sent, it can latter be marked as “Paid” or “Rejected”. Complete is no longer available. Paid: Mark an insurance claim as “Paid” when the check is received. Rejected: Indicate that the insurance company rejected the claim. New statuses allow for better tracking of claims. They include: Sent, Paid, and Rejected
Insurance Improvements - Filtering The new filtering will provide better tracking of insurance claims. Work Needed and By Patient remain unchanged Here are some examples of the new filters: 1.Filter by “Sent”: will show outstanding claims waiting payment. 2.Filter by “Final”: Will filter by the final state of the claims. 3.Filter by different dates (right): Can filter by when a claim was created, sent, or placed in a final state.
Statement Filters Monthly statements have additional filters
Reporting – Statements with Same Addresses 1.Billing Transaction by Trans Type report – Added Filters 2.Statements with Same Addresses report. Use to identify statements with same address so that they can be placed in the same envelope.
Reporting – List of Transaction Filters Show/Hide a list of billing transactions by Adjustments, Contract/Non-contract, payments, and/or credits.
Reporting – Statements with Same Address Shows a list of responsible parties with more than one statement having the same address. Use this report to identify what statements can be combined into the same envelope.