We hope you take the time to read through all of the changes so you are aware of new features, changes in ChiroSUITE, and items that have been resolved :)
Appointments/Schedules/Care Plans
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- Added a list of appointments that will be cancelled to the screen when Inactivating or flagging a patient as deceased from the Patient Tracker.
- Added Online Booking indicator to top of Appt screen (green bar).
- Added an Online Booking indicator ( ° ) to the schedules.
- Added a section for comments when adding people to the waiting list.
- Added a menu item to clear expired wait list entries.
- Added the ability to load the schedule defaults that a different user has saved. Access using the Schd menu dropdown from the toolbar and select 'Load User Schedule Defaults…'
- Added security right to control whether a user can perform a "Quick Cancel" on an appt.
- Added the ability to send a single reminder from the Send Reminder Emails screen
- Added the ability to send a single reminder from the Send SMS Reminder screen
- Added the Visual Roomer to the list of items saved when saving and loading schedule layouts.
- Added the "Patients Never In For An Appt" report to the Patients Reports screen to allow you to generate a list of patients that have never been in for an appt (due to cancel or no show).
- Added an indicator to the EOD schedule emails
- Added indicators to the required fields when canceling an appointment and adding to the rebook call list or contact call list.
- Added a sort order to the Visual Roomer, set in Utilities->System->System Settings…
- Added automation to remove schds being opened that no are no longer active (from all user loads)
- Added statistics to the prac list to track Pending/Completed/NoShow/Cancelled appointments.
- Modified invalid care plan stats to reflect current numbers.
- Modified the way that patients are reactivated when selected from the search, you can now choose not to reactivate them.
- Modified the way the default comments are saved from the appointment screen to allow clearing default comments.
- Modified to display the most recent appointment that has been cancelled or deleted in the schedules
- Modified Color Legend to make use of additional space with larger resolution
- Modified the Send Reminder Emails screen to also open the Send Calendar Attachment screen if there are any attachments to be sent.
- Resolved issue with booking in the last slot of the day sometimes warning about booking beyond the day.
- Resolved the issue where a primary key error would occur when moving through old schedules.
- Resolved issue where clicking the 'Clear Rebooked Appointments' button on the Appointment Tracker Cancel And Rebook screen caused a SQL 'Extra ) in query expression ...' error to pop up.
- Resolved the issue with default care plans where it was possible to set up the time constraints so no appointments were generated.
- Resolved the issue where after saving an appointment reminder, an error occurs refreshing the reminder list on the appointment screen if the reminder expiry warning is shown.
- Resolved issue with patient names appearing in capital letters after Canceling and Rebooking an appointment.
- Resolved and issue where an error would occur if you try selecting a different care plan before saving changes on the current one.
- Resolved issue where appointments were lost when changing a practitioner's schedule to have fewer columns than it currently had.
- Resolved issue with reminders using [DetailsShrt] format
- Resolved issue with saving appointments comments when apostrophes are present in the text.
- Resolved an issue with a syntax error when sending a test message from the default reminder or default calendar attachment screen.
- Resolved an issue where a Type Mismatch error would occur when saving changes on the Block Off Time (Quick Holiday) screen
- Resolved an issue where rescheduling an appointment from the appointment screen caused an error on save if the practitioner name had an apostrophe in it.
- Resolved an issue where the warning would not pop up when booking an appointment in a reserved time slot that is different then the appointment types it was reserved for.
- Resolved an issue on the patient search where it would error out if a patient had an invalid birthdate.
- Resolved an issue when cancelling an appointment using the quick cancel where the waiting list could pop up behind the schedule.
- Resolved an issue where when booking an appointment for a practitioner with no default appointment type an error may occur.
- Resolved the issue where you received an error when trying to add a column to the practitioner schedule in the practitioner Setup Wizard.
- Resolved an issue when booking appointments where an error would occur if the call list type or practitioner were not properly selected on the call list criteria on the left sidebar.
- Resolved the issue where you could alter the date on the appointment wizard for care plan sections that were not enabled.
- Resolved the issue where the Cleanup Call List screen would not remove all the selected call list entries.
- Resolved the issue where reminders were not added to the call list when using the 'Add Default Reminders' screen when saving a reminder as a default from the appointment screen.
- Resolved the issue where when changing default care plans, the phases of care were not updating properly.
- Resolved the issue where the New Patient Confirmation screen would not appear when booking an appointment for new patients when rapidbook was on.
- Resolved issue generating schedule report when the explanation for a practitioner's unavailable time was too verbose.
- Resolved the issue where the waiting list was not updated when the practitioner work schedule was changed.
- Resolved the issue when cancelling appointments that were reset by a billing adjustment the first and last appointment dates get set correctly.
- Resolved the issue of calendar attachments sometimes booking the incorrect times.
- Resolved the issue where you could move an arrived appointment to a future date/time.
- Resolved the issue when moving to the next page in the Practitioner Setup Wizard Work schedule screen causes an error when no schedule information is present on a new practitioner.
- Resolved issue on logout with the appointment tracker open and the warning for no appointments booked is on causing a looping error message and the inability to log out.
- Resolved issue with the Waiting List falling behind the schedules when booking an appointment from the Waiting List.
- Resolved issue where the +/- buttons did not always work on the appointment screen when booking new appointments
- Resolved issue with the waiting list error when leaving the schedule date empty and moving forward or back a day using the arrows.
- Resolved issue where the Add Work Time (Utilities -> Practitioners -> Setup Wizard -> Work Schedule) screen would close when invalid data was entered without giving you a chance to correct the data.
- Resolved issue on the Waiting List (Edit) screen where you could not use the date selector to choose a date after the From/To date or time was cleared manually.
- Resolved issue with the Cancel and Rebook screen where adjusting the second date value results in an error.
- Resolved issue on the Cancel and Add to Call List screen where the time was not editable using the up and down arrows or manually keying in the time.
- Resolved issue where the incorrect appointment information would be booked when using the 'Quick Add Patn' from the appointment screen.
- Resolved null issue when rebooking appointments from the appointment tracker and the rebook date is blank.
- Resolved issue with the Add New Patient screen falling behind the schedules after arriving a new patient.
- Resolved issue with previewing the schedule report with no notes from an open schedule with 4 columns showing the appointment notes.
- Resolved issue on the Cancel And Rebook screen where clearing the dates and selecting a different practitioner resulted in a null error.
- Resolved an issue on the Appointment Report Stat Setup screen to resolve the NULL value error when removing extra types or resetting stats.
- Resolved issue with care plan lists showing differently from different screens.
- Resolved error when trying to open a reminder that has passed from the call list.
- Resolved issue where older appointments were not changing to No Show status even though they were set up to.
- Resolved the issue where you can quick add a new patient from the appointment screen while editing an existing appointment.
- Resolved issue where the Visual Arriver was not updating the Visual Roomer or Visual SOAPer when an appointment was arrived.
- Resolved issue with adding a quick holiday from the menu where an error would occur if the practitioner schedule ended on the same day that you are trying to book a holiday on.
- Resolved issue where appointment reminders for appointments booked with the appointment wizard were not showing up on the send reminder screen.
- Resolved issue where the EOD process would send out a schedule with only cancelled or only deleted appointments on it.
- Resolved issue where the last row of the schedule would not show if the person was booked outside normal practitioner hours and the appt time length is not equal to the interval time length.
+ Resolved issue where certain schedules would not load correctly when they contained appointments with large comments.
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Billing/Payments/Items/Third Party
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- Added 'Show All Suppliers' buttons to include inactive suppliers in the list of suppliers once the Merge Duplicate Suppliers screen.
- Added a check for expired rollover dates (defaults) when you add a new Payor for a patient.
- Added a date picker to the Receive Items screen for the Expiry Date.
- Added the ability to 'Exclude previous outstanding on invoices' on the billing wizard by third party.
- Added the ability to exclude previous amounts when reprinting invoices.
- Added the ability to bill a different 3rd party when receiving 3rd party payments.
- Added the ability to set a system default for the receipt settings under Utilities -> Clinic -> Receipt Defaults
- Added outstanding totals to Billing Wizard for each Payr
- Added Billing Wiz reports to the Billing Wizard Reprint/Recreate screen
- Added default view to Billing Wizard Reprint/Recreate to 1 year to speed up for those clinics with a lot of information
- Added logic to the Rollover Processing screen to close it when nothing remains to be rolled over
- Added logic to the Payr setup screens to visually indicate when a rollover date is expired
- Added a warning to the Price Level Setup to indicate that inactivating a price level will delete all associated item price level setup records for that price level.
- Added user information to 3rd Party Statement Reprint so you can see who created the original invoice.
- Added logging notification to Billing Adjustment screen to hopefully help deter petty theft - every year we use that logging information to help clinics detect & press charges for theft :(
- Added logic to automatically remove billing items from DoIt Task list that were generated by the SOAP Notes
- Added ability to specify WCB address on Invoice for Saskatchewan.
- Modified the height of the item list on the Receive Items screen.
- Modified the background colours for the supplier lists in the Merge Duplicate Suppliers screen.
- Modified the Merge Duplicate Suppliers screen drop downs and lists to remove the 'Supp' text in the supplier names.
- Modified Expiry dates for Third Parties to help with rollover issues.
- Modified the default on the item screen to only have service items count towards 3rd party visit limits
- Modified to allow tax amount alterations when transferring patient charges to a third party.
- Modified the item setup so it now reflects when the last change was done to the Patient/Payor split as well.
- Modified the price/cost display formats on the Receive Items screen.
- Modified generation of Receipt with Schedule to print as quickly as without the schedule :)
- Modified the Patient Checkout Wizard so that if you are returning multiple items, you must use the pay by item setup.
- Removed the 'Supp' text from the supplier name in the supplier drop down in the Receive Items screen
- Resolved issue with merged payors sometimes losing their connection to payments (this fixes future as well as already lost information).
- Resolved an issue when adding new Price Levels that would not update the main client drop down list.
- Resolved the issue where an error would occur when updating the patient comments on the checkout wizard.
- Resolved issue occurring during the v4 -> v5 upgrades that dropped the "Counts towards 3rd Party Visit limits?" setup - please review your information to let us know if you are having issues with this & we can remote in to bulk update your information for you!
- Resolved an issue where transferring a patient charge to a 3rd party could duplicate the transaction.
- Resolved an issue where an error occurs closing the gift certificate screen when merging gift certificates.
- Resolved issue where 'Reserved Error' would appear when looking at transactions in the Billing Adjustment screen under 3rd party.
- Resolved an issue on the Billing Wizard by third party where an error would occur if the screen was closed while the report was being generated.
- Resolved an error when manually reconciling 3rd party payments when a missing the adjusted on date.
- Resolved issue where changing the sdReportName in your Payors Setup can cause your receipts to no longer print.
- Resolved an issue with 3rd party rollovers when insurance policy information between setup payors differed only in description (in cases where you use the same policy to setup different payors for chiro & massage for example).
- Resolved issue when receiving 3rd party cheque that complains about the amounts not matching - caused by going directly from the payment entry to the [Finish] button.
- Resolved issue when checking out an appointment it could change the appointment status of a different appointment to Completed, even though it was not being checked out.
- Resolved issue where an object is closed error occurs when checking out a patient.
- Resolved issue where a missing Billing setup could cause receipts with schedules not to print correctly.
- Resolved issue where when using the Finish It Later on the Third Party Receive screen with a blank insurer or patient filter criteria causes an error.
- Resolved issue where merging suppliers loses phone numbers.
- Resolved issue where no items would show up on the Third Party (All) tab of the SOA screen when using Payor or Payor Type filters.
- Resolved issue with blank receipts printing when receiving patient payments and printing the ROP receipt when no payments were made for a family member.
- Resolved issue where receiving third party payments would time out on larger files in Reconciliation Wizard - Third Party Received.
- Resolved issue where the YTD amount on new 3rd party payors was not defaulted to 0
- Resolved issue where practitioners set up as business entities used for billing only would not appear in the checkout wizard when paying by Business entity. Flag the practitioner as 'Hide From Appearing In Lists' in the setup wizard to allow those entries to appear when checking out.
- Resolved issue with the rollover processing indicating the incorrect number of days since a rollover on login.
- Resolved issue with the 3rd party payors null error when clearing out the Health Number on the Edit/View PHPPayr screen.
- Resolved issue with no show billing not showing amounts on the no show billing screen
- Resolved issue in the patient tracker billing setup where adding a credit card that matched an existing credit card caused a duplicate error.
- Resolved issue in the Billing Adjustment screen where clicking the delete button at the bottom of the third party transactions tab when no transaction is selected causes an error.
- Resolved issue with the gift certificate screen where when on opening the Gift Certificate Number is not beside the new patient option selection.
- Resolved reporting issue created by incomplete 3rd party payr merges.
- Resolved issue on the third party billing wizard invoice report where the totals were not correctly calculated with quantities > 1
- Resolved issue with receiving third party payments and having entries removed by other users while the screen is open.
- Resolved an error to allow saving of item codes with apostrophes in then on the item setup screen.
- Resolved issue with some declined 3rd party payments sometimes getting flipped to paid… the update will flip them back for you - please check your 3rd Party Accounts Receivable after the update!!!
- Resolved issue with the inability to receive partial third party payments after using speed pay.
+ Resolved issue where the popup to add to the call list did not appear when checking out patients if the option was set.
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Email/SMS
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- Added the ability to place email special instructions before the signature or after the signature.
- Added the ability to email documents directly from the patient tracker.
- Added a new 'Friendly' email address name which can be setup in the email setup screen File -> Email Setup…
- Added Spell Checking to the Email screen.
- Added Spell Checking to Email Template setup screen.
- Added Spell Checking to the Email Special Instructions setup screen.
- Added the ability to turn off spell checking for email.
- Added Wind Mobile to SMS text providers
- Added Premium Email Service to email setup screen - an optional service for those clinics wanting to avoid all their ISP rules & restrictions ($25/month additional charge)
- Modified the Clinic variable (in email templates) to fill & pull more consistently (and prettier)
- Modified the "Email Support" process to pull user's "To" address first so that you can store other email addresses but not use them for support tickets :)
- Modified inactive and hidden practitioners from the drop down list on the Email Template screen.
- Removed the last name from the [CurUser] email template variable.
- Resolved an issue where newly converted files could not open the email template screen
- Resolved an issue where email and SMS reminders would be taken off the call list without being sent.
- Resolved issue where the details would be missing on SMS reminders when multiple appointments were being combines into one reminder.
- Resolved issue where in certain cases with Finish It Later email tasks they were not correctly removed and may not have been sent properly. We have recreated these tasks and added them back into the list with the text 'This email most likely has already been sent correctly, however please ensure that is was dealt with before removing it from the task list.'. If you see these tasks please check to ensure that the email has been sent or is no longer relevant, then remove the task from the list.
- Resolved issue preventing the mailing list test email from sending due to a missing template.
- Resolved issue with reminder template codes not selecting the correct appointment description based on the reminder type.
- Resolved issue with the reminder email/sms subject lines not filling in the tempalte codes.
- Resolved 'Record Deleted' issue when the email or sms reminder screen is closed in the middle of sending the reminders
- Resolved issue with the [First/Family] email code in the email templates.
- Resolved issue with the mailing list when you go to create a new record and click the 'New Record' button twice.
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EOD/SOD Process
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- Added an email address to send a copy of the schedule when emailing schedules
- Resolved issue with EOD report not showing VERY old appts that have been adjusted & are now remaining open (preventing the EOD process from running).
- Resolved issue with EOD shutting down before emails and SMS messages are sent when the Shutdown After Processing box is checked.
- Resolved issue with the birthday list reports including inactive and deceased people.
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General
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- Added VA (Visual Arriver), VS (Visual SOAPer), MS (Missing SOAPs) to Toolbar
- Added Visual Arriver & Visual SOAPer to the Save/Load Schedule Layout process.
- Added a + button on the main screen to add new patient documents for the selected patient.
- Added a camera button on the main screen to capture patient images without opening the Patient Tracker
- Added a warning on the password requirements screen.
- Added 3rd Party Spell Checking control for those clinics without the proper software installed.
- Modified DoIt List functionality, now double clicking an empty spot in the DoIt list opens the screen to add new DoIt tasks.
- Modified main Toolbar, removing RS (RadSchedule) & RO (RadOverview)
- Modified the main nav on the left hand side to remove the VA (Visual Arriver), VS (Visual SOAPer), ME (Missing SOAPS) buttons from the main screen (they have been moved to the Toolbar)
- Modified the shutdown process to clean up log files and fillable PDF forms.
- Combined the items for the lower section on the Patient Tracker
- When editing a task associated with a patient, that patient now becomes the active patient when the task is opened.
- Cleaned up task descriptions that had multiple quotes/apostrophes.
- Defaults the task to be for the current user when using the Finish It Later with receiving third party payments.
- Resolved the error 'File Already Open' when sending email to support from the Help menu.
- Resolved an issue when adding Customer documents or spec docs an error will occur if the file is open in a different program.
- Resolved the issue when restoring the default patient labels you would get a dbSeeChanges error.
- Removed conversion credits from the 3rd Party Conversion screen.
- Resolved issue with an error occuring when opening a DoIt task with the 'Mine' or 'Patn' items selected.
- Removed the transaction log from the patient tracker.
- Resolved issue with a Null error when clearing the specific dates on the call list sort criteria for the main screen.
- Resolved issue on the main sidebar in the call list on the Calls tab where the To date would increment when switching to the 'Specific From' option from the other options.
- Resolved issue in the DoIt task list where editing a task with the 'Today' date selection selected causes an error.
- Resolved issue on the patient tracker when switching patients using the relationship list in the additional info section, the picture did not refresh to display the new patient.
- Resolved the truncation issue with opening the label screen when the custom fields in the patient tracker had more than 20 characters.
- Resolved issue where the Users Logged In Screen did not appear when opening it from the Utilities -> Users -> Users Logged In menu
- Resolved issue with the DoIt list where the 3 and 7 day filters were not displaying the correct tasks.
- Removed the Cleanup Reconciliation Wizard from being able to be run.
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Google Calendars - Practitioner & Patient
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- Added missing defaults for clinics that did not have them
- Modified Practitioner Sync to work with new Google API (previous one shut off Nov 17th).
- Modified the way the Google Calendar setup is done, all users must set up their own Google accounts in the user setup screen.
- Resolved issue where the Google sync would hang if the Phone Number was included as part of the event title in the practitioner setup for the Google Account.
- Resolved the issue where an unexpected error would occur during the sync causing the error "Error:0 -> modGoogle | UpdateEvent"
- Resolved issue with appointment times published before daylight savings being incorrect in the Google calendar after daylight savings was in effect.
- Resolved issue with Google Sync refreshing all appointments when one appt is changed.
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Online Booking *Now INCLUDED FREE in your monthly fees*
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- Added "Jump to Online Booking" icon on the Toolbar for quick launching of site.
- Added defaults when setting up the clinic information.
- Modified opening online booking related screens when online booking is not active, the module activation screen opens.
- Modified how email addresses are added to existing patients if no current email address exists.
- Resolved the issue where when marking a practitioner to Hide From Schedule in the practitioner setup wizard they would still appear on the online booking web site.
- Resolved issue where the comments from appointments that were booked online did not have the default appointment comments.
- Resolved an issue where holiday times may not be correctly published online in certain cases.
- Resolved issue where making a change to the Schedule Instructions on the Online Booking Clinic Setup screen did not enable the Save button.
+ Resolved an issue where appointments and schedules would not sync correctly.
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Patients
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- Added Form Filling functionality to SpecDocs to allow you to setup & auto-fill patient demographic information on PDFs setup using Form Fields. The practitioner form fields use the dflt address type under the practitioner record – so make sure you are putting practitioner home addresses under “home” and have the clinic (or their office) address under the “dflt” setting.
- Added Inactive Consent indicator to help with acknowledging consent information exists.
- Added defaults when adding new consent records from the Appointment screen.
- Added changes to help speed up the patient merge.
- Added patient comment indicator to the left menu (Green when the patient has comments, Orange when they do not) - both options launch a quick view/edit of the comments.
- Added practitioner preferences to the patient merge.
- Added the ability to delete consent records from the patient tracker
- Added to automatically resize the patient pictures when manually imported from a file.
- Added price level to the Quick Add New Patient screen
+ Added Patient Appt Pattern screen to quickly see the last 6 months of appts for a specific practitioner type.
- Modified Red Flag process to be more consistent with Red Flag setup from SOAP Notes & to avoid descriptions entered that were too large (also stripped out unused Red Flags during update process).
- Modified Newfoundland abbreviation from NF to NL.
- Modified the appearance of patient documents in the tracker to open in the position expected for the type of document (this will help when your document is just in the top of the document for example)
- Modified the "Cleanup Duplicate Addresses" process to expand on items cleaned up, renamed it to "Cleanup Addresses"
- Modified Create Mailing Lists process to include the option to remove inactive/deceased patients from ALL mailing lists - defaulted for this behaviour and added a security option to allow you to override it.
- Modified the sort order of relationships on the patient tracker.
- Modified the default for the Patient Log section in the patient tracker to show the log entries when opened.
- Modified the description of the letters in the patient tracker 'Patient Log' section to say 'Patient Letters'
+ Modified the Patient Work In Progress to remove it from the patient tracker as a default to avoid the confusion it causes. Functionality is still there, you can set whether to see it or not for your clinic in the System Settings.
- Resolved issue 'The value you entered isn't valid for this field.' when adding new labels when there are no existing labels in the system.
- Resolved the duplicate value error issue opening the SOA screen
- Resolved issue where entering a long Emergency contact on the patient tracker would cause a Truncation error.
- Resolved issue where if you type in a long city name on the Add New Patient Wizard, you get a data truncation error.
- Resolved issue where if you are completing a FIL task to add a new patient, the PHP number validation fails.
- Resolved the issue where new patient information was lost if the quick add or add new practitioner wizard was opened while the Add New Patient Wizard was open.
- Resolved issue with searching when patient was previously removed from a mailing list.
- Resolved Type Mismatch error when adding people to the call list from the Appointment Tracker using the 'Add To Call List' button.
- Resolved error when adding a new patient with a reminder when 'Morning Of' is specified, but the 'Time Before' fields are cleared.
- Resolved an issue on the Call List screen where items could not be removed.
- Resolved an issue where a Write Conflict error would occur when saving on the Add New patient Wizard.
- Resolved an issue where when using the quick add screen to add a person and leaving the city blank an error occurs.
- Removed the 'Print' button from the patient documents on the Patient Tracker, use 'Preview' to print.
- Resolved issue in the Add New patient Wizard, when using a relation's email/phone number the reminder sections were not being enabled.
- Resolved issue where phone numbers were not being carried across properly from the quick add screen when filling in the remainder of the information on the first appointment check out.
- Resolved issue where you are able to merge a person that is open in the patient tracker.
- Resolved issue with editing relationship when nothing was selected in the relationship list on the patient tracker.
- Resolved issue where you could not delete a patient after a bulk consent record had been added.
- Resolved issue on the Patient Tracker where the picture disappears when cancelling the close of the screen using the 'X' button in the top right of the window.
- Resolved issue with SOA where a credit & debit would create a "Duplicate Key" error
- Resolved issue with the Appointment Preference screen causing an error on close if the patient tracker was not open.
- Resolved issue in the patient tracker with age not being calculated correctly when it was the patient's birthday.
- Resolved issue on the Patient Tracker where the picture did not restore if it was removed and then the changes were reverted with the 'Undo' button.
- Removed referral relationships from the relationship list on the main screen
- Resolved issue where you can create a person with a negative age in the Add New Patient Wizard.
- Resolved patient merge bill to id error when merging patients.
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Practitioners
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- Added validation code to ensure a Business Start Date is actually the 1st of the month when adding or editing Billing Setup for a practitioner.
- Resolved an error in the Practitioner Setup Wizard where adding holiday hours for all pracs would cause an 'Invalid use of null' error when saving.
- Resolved incorrect button caption for the 'Change Dates' button in the Practitioner Default Appointment Type Setup off the Practitioner Setup Wizard.
- Resolved the typo on the 'Add New Period' screen from the Practitioner Setup Wizard -> Work Schedule screen
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Reporting
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- Added the Next Appointment Date to the Patient recare reports.
- Added warning to the Income Statement by Business Entity report to make users aware that the version of the report does not include the billing adjustments & credit information like the By Practitioner version of the report does.
- Added a report on the SOA Patient Payments Tab that prints the contents of the tab.
- Added new A/R report Third Party Breakdown by Prac on the A/R Reports screen.
- Added new appointment report Appointment List (By Hour).
- Added new appointment status criteria for appointment list reports.
- Added a new duplicate patient report in the patient reports.
- Added a flag in the system settings to allow users to show or hide the number of transactions on the Cashout Summary report.
- Added the ability to select your alternate line color on reports from the Utilities -> System -> System Settings screen to allow you to choose a color that looks best on your printer or choose white to get rid of the alternate colors altogether :)
- Added additional years to the year criteria drop downs on the necessary report screens.
- Added the ability to change the footer message on the AR Aging reports.
- Added the Practitioner filter to the appointment list reports on the Appointment Reports screen.
- Disabled exporting of reports due to the possibility of incorrect data being displayed (some of the exports are not filtering down the data as desired). This functionality will be reinstated in v6.
- Changed the patient visit stats report to look at the first completed appointment for new patients instead of the appointment type setup for reports when there were no appointment types set up for new patients for reporting.
- Third party aged receivable wizard now retains the specific payor items selected when moving between pages.
- Modified the way the diagnosis is copied from pervious records. When creating a new blank SOAP note, it will now copy the most recent diagnosis for any practitioner of that type instead of the currently in use practitioner.
- Resolved the Unknown field name BillToId error on the Patient Report screen when printing mailing labels.
- Resolved the Patient Recare List by Appt prac not showing data when it should be.
- Resolved the issue where 3rd party amounts were being cut off on the EOD Cashout Summary (Per Clinic by Patient) report.
- Resolved issue with Cashout Summary report Sales column showing the Sales amount with Tax when generated by Practitioner, but not by Business Entity.
- Resolved issue with A/R Letters not splitting billing by patient.
- Resolved the issue with the appointment type on the Appointment Count By Appointment Type report.
- Resolved the issue with the Patient recare report not generating if you select a specific mailing list to filter by.
- Resolved issue where the A/R letter generation would cause an overflow error.
- Resolved issue on the 3rd party reconciliation reports where when if a report filter criteria is left blank an error occurs when running the report.
- Resolved issue on the 3rd party reports where when if a report filter criteria is left blank an error occurs when running the report.
- Resolved issue on the Statistics reports where when if a report filter criteria is left blank an error occurs when running the report.
- Resolved issue where Referral Letters do not print if there is no text in the body section in the referral letter setup.
- Resolved issue with the sales reports where they were not totalling correctly for the profit columns
- Resolved issue on the New Patient report where patients were missing if their first ever scheduled appointment was deleted or cancelled.
- Resolved issue with the Lapsed Visit History (by Appt Prac) report where different results were returning for different users.
- Resolved issue with the billing patient name not matching the item patient name on receipts if the patient has a nickname.
- Resolved issue on the New Patient Report on the Appointment Reports screen to include the appointments for each type.
- Resolved issue on the custom field caption edit screen off the patient tracker where it was allowing a new record to be added instead of editing the existing record when you tabbed through all the fields.
- Resolved issue with the New Patient Visit report not using the correct date range.
- Resolved issue on Tax Summary (Services vs. Products) Report that would sometimes mis-report the sales amounts (although the tax values were still correct)
- Resolved issue with the A/R Notice popup setup when previewing the letter.
- Resolved missing query issue with the New Patient List reports when creating mailing lists.
- Resolved inconsistency issues with New Patient List results.
- Resolved issue with the calendar appearing in the wrong place when right clicking the date field on the Tax Report screen.
- Resolved issue with Patient Recare list when filtering down by practitioner.
- Resolved issue on the New Patient Visit Limit (#vists after new patn) report to use the To Date to limit which records are shown.
- Resolved issue with the Appointment List report to include archived appointments.
- Resolved the issue where waiting list entries without a specific practitioner were not showing up on the report when a prac type was selected as part of the filter criteria.
+ Resolved issue where the Third Party Invoice amounts are incorrect for items that have been set up with separate patient and 3rd party amounts.
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SOAP Notes & Paperless Office
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- Added the ability to set and reset SOAP Lock Codes to the User Setup screen (Users -> User Setup…)
- Added the ability for any practitioner to unlock the SOAP Lock screen if they have a valid code.
- Added Visual SOAPer restriction - will only open now for practitioners.
- Added alternating colors to the Visual SOAPer for easier viewing.
- Added ability to color Visual SOAPer records the same color as the appt types. This is setup under the Users -> User Setup -> SOAP Options & was defaulted to Yes in this update (so you'll have to go shut if off if you do not like it - sorry).
- Added ability to save Visual SOAPer layout with your schedule layout - so open it up, arrange your layout and then save - this will open now at every logon!
- Added code to display information when a marked up image cannot be found when reporting.
- Added Sblx Question/Resp Setup to allow you to customize the values that are printed for Subluxation Diagram style questions by question. The changes will reflect to any current, previous, and future reporting.
- Added SOAP Locking icon to the Toolbar to allow practitioners an easy way to use the lock capability whether they are using the Visual SOAPer or not.
- Added a confirmation step when copying the speed key setup from a different practitioner.
- Added 3rd Party Spell Checking control for those clinics without the proper software installed.
- Added Occipital Left & Right to spine diagrams for recording adjustments
- Added 1366x768 layout to include new SOAP Comments field & NUCCA specific questions
- Added 1920x1080 layout to include new SOAP Comments field & NUCCA specific questions along with full spinal diagram & patient documents (xrays, documents, images, etc - anything on the patient electronic file)
- Added a 'Copy Question' button on the SOAP Question setup screen.
- Added all appointments to the list of appointments in the SOAP and SOAP recap screens regardless of if they have a SOAP note or not (non-SOAPed records are indicated with an asterix *)
- Added a new File (Default) question type to be able to use a master file which is copied to a new SOAP record.
- Added a summary report that can be printed from the patient tracker SOAP section.
- Added the ability to save and recall previous SOAP Speedkey setups.
- Added a check in the practitioner question setup to restrict the usage of questions to once per group.
- Added a filter in the SOAP Practitioner Set up screen to only view the current effective question setups.
- Added a button to open a SOAP record from the patient tracker.
- Added summary statistics to the bottom to display the 1st appt, number of future pending appts, completed appts, noshows, and cancelled appts (by practitioner type)
- Added additional check from DoIt FinishItLater launch for SOAP Notes that no longer exist (this mostly has to do with test records) - they will now be removed after you are informed to help you easily clean these up.
- Added the ability to colour code SpeedKey buttons
- Added a comments button on the SOAP 1024x768 and SOAP recap screens.
- Added a Clipboard button to the SOAP Comment screen.
- Added 'Left' and 'Right' to the SOAP overview entries where applicable.
- Added the SOAP stats to the SOAP Recap screen.
- Added the ability to choose previous SOAP records from the recap screen when copying to a new SOAP record.
- Added the practitioner to the previous visit list on the SOAP Recap screen.
- Added the ability to exclude appointment types from the missing SOAP record list. Exclude appointment types from the Appointment Types/ Billing Setup screen in the menu under Utilities -> Scheduling.
- Added a user option in the User Setup screen to select the most recent SOAP note prior to the current appointment in the recap screen.
- Added the ability to have a practitioner monitor more than one schedule for use in the Visual SOAPer. When the practitioner is set up to monitor other schedules, when they create a SOAP note from a different person's schedule, the SOAP note will be saved under them rather than the appointment practitioner.
- Added a check to determine if a question is used more than once in a SOAP setup. Check happens when closing the SOAP Practitioner Question Response Setup as well as a button off the same screen.
- Added spell checking to the SOAP Comments
- Added a sort order selection to the Visual SOAPer, set in the system settings from Utilities -> System -> System Settings...
- Added flags to allow the suppressing fo the Rapport and Red Flag screens when opening a SOAP note. Set them in Utilities -> Practitioners -> Setup Wizard… -> Practitioner SOAP Setup.
- Added the previous image on the 1920x1080 SOAP screen.
- Added a restriction not not allow copying forward SOAP notes from different practitioner types on the SOAP Recap screen
+ Added buttons to allow zooming in/out on images.
+ Added version of the Visual SOAPer that includes the Patient Appt Pattern. We defaulted this to replace your existing Visual SOAPer but you can return to using it in the Practitioner Setup Wizard.
- Modified the SOAP recap field layouts, removed the font size adjustment buttons and the report preview button.
- Modified the missing SOAP screen to open the SOAP Recap screen when creating a new SOAP instead of creating a new blank SOAP record.
- Modified button size on Visual SOAPer to make it easier to use on a touch screen.
- Modified chart dump to show image holders regardless of whether an image was marked up or not. Although this is not ideal, it is the best way to ensure images are being displayed until we can replace the faulty image control in v6.
- Modified the Visual SOAPer & Missing SOAP screens to only be accessible to practitioners.
- Modified the format and order of the Patient and SOAP summary text to be more readable.
- Modified the image background to grey to better highlight non drawable areas.
- Modified the group, question, response screens for easier deleting & to allow you to modify sorting at any stage of the structure
- Removed the ability to change practitioners in the Visual SOAPer.
- Modified structure of Tasks generated when a question with DoIt Text setup creates a task for a patient - it will now show the response & text instead of the question group & text.
- Modified SOAP Missing screen for faster viewing.
+ Modified the SOAP Recap screen so you can only copy forward SOAP nots for practitioners of the same type
+ Modified SOAP Lock process to automatically load Visual SOAPer for unlocking practitioner (if it is saved to load on logon).
+ Modified Visual SOAPer to make patient you are launching SOAP Notes for, the active patient on the left hand side - like when you select them in the menu.
- Resolved the issue where images were not showing up on the SOAP report.
- Resolved issue where an error comes up when pressing the 'Load Techniques' button on the SOAP question setup screen.
- Resolved issue where the timer was not being turned back on after closing the missing SOAP records screen.
- Resolved issue opening SOAP when 2 practitioners are viewing the same SOAP Note.
- Resolved an issue where when adjusting the font size to be <1 or > 127 caused an error.
- Resolved the issue where the default SOAP lock code would log in a different user.
- Removed the 'Finish It Later' from the Test SOAP note record.
- Resolved issue where when changing the question type in the question setup the responses would not get updated properly to reflect the new question type.
- Resolved issue with sorting of questions on the SOAP screen to match the sorting on the setup screen
- Resolved issue where when creating a new SOAP record from the recap screen the record would error when information from the appointment was missing.
- Resolved issue where copying a previous SOAP note to a new SOAP note from the recap screen would error sometimes on slower machines.
- Resolved issue where attempting to Clear Highlighted on the Speed Key screen when nothing was highlighted resulted in a Null error.
- Resolved an issue when creating test SOAP records for new practitioners that do not have a default appointment type set up.
- Resolved issue where saving rapport notes from the Speed Key setup screen cause a truncation error.
- Resolved null issue when previewing SOAP reports from the patient tracker if the practitioner was not selected.
- Resolved issue where the document preview screen does not close when the 1920x1080 SOAP screen is closed.
- Resolved issue where the SOAP comments did not appear on the 1366x768 resolution screen.
- Resolved issue in the Practitioner Question/Response Setup for date ranges when you select a pen colour then cancel, it no longer resets to white.
- Resolved issue in the Practitioner Question/Response Setup for date ranges where you could not terminate a date range.
- Resolved an issue where some question responses would be truncated when printing the combined SOAP report from the Patient Tracker.
- Resolved speed key issue where a null error occurred when selecting a value list entry when the button description field is blank.
- Resolved errors when opening documents from the SOAP screen.
- Resolved issue where copying forward a SOAP note creates an extra SOAP record.
- Resolved issue with the Visual SOAPer error on opening with patients with id# > 32768.
+ Resolved issue with screen size resetting after logoff/logon.
+ Resolved issue with seeing current patient's rapport/soap comments when activating through so SOAP patient isn't the same as the current patient.
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Users
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- Added security right to control whether a user can perform a "Quick Cancel" on an appt.
- Added a security right (User: FinishNewPatient) to enforce going to the last page of the add new wizard if the right is not assigned. Assigned it as default to retain the same functionality, if you want to implement this, you’ll need to remove it from the User’s Security settings.
- Added default settings for the DoIt tasks that are displayed on login. These can be set in the user setup screen on the Task Options tab.
- Added logging notification to Logon Screen to hopefully help deter petty theft - every year we use that logging information to help clinics detect & press charges for theft :(
- Modified the length of the computer UserName for logging purposes.
- Modified to default the new task due date for repeating DoIt tasks to be the next date the task would have completed on when completing tasks.
- Modified "Reload Schedules on Logon" to false for all users by default - it works so much better & clinics are just unaware of the option.
- Modified UserNames to strip off blank spaces at the start of a UserName - where this was the case, passwordds will need to be reset!
+ Modified User Quick Search to include the record type - this makes it easier when dealing with multiple records for the same user :)
- Resolved an issue with duplicate logon names when changing the active status of a user.
- Resolved an issue with resetting expired passwords when there were duplicate login names.
- Resolved an issue where new users had a 3rd party AHC record added automatically.
- Resolved issue with the search on the User Setup Screen where you could sometimes select an incorrect user when the search drop down opened unexpectedly.
( '+' denotes changes made beyond v5.15.0208 )