Medisoft Release Notes

Transcription

Title page
McKesson Practice Choice
Release Notes
Business Performance Services
July 2015
Produced in Cork, Ireland
Copyright notice
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Trademarks
McKesson Practice Choice is a trademark of McKesson Corporation and/or one of its
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of their respective companies.
Publication date
July 2015
Produced in Cork, Ireland
Product
McKesson Practice ChoiceTM
Corporate address
McKesson
5995 Windward Parkway
Alpharetta, GA 30005
ii
Release Notes
Release 4.07
July 2015
Table of Contents
Table of Contents
Chapter 1 - Enhancements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Executive Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Chart banner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Outbound Orders interface enhancement. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Improved Unsigned Results work flow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Statements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Demographics - Accounts tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
AR Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Meaningful Use . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Claim Search. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Claims page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Patient Inquiry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Payments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Scheduling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Renamed e-Prescribe button . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Accounting View Worklist . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Scheduling View Worklist . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Specialty Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Chapter 2 - Resolved Issues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
July 2015
Release Notes
Release 4.07
1
Table of Contents
2
Release Notes
Release 4.07
July 2015
Chapter 1 - Enhancements
Executive Summary
The McKesson Practice Choice™ team is excited to announce that on July 25, 2015 we released
the Version 4.07 update. Please see the brief release overview below.
You can access all documentation and training materials anytime in the online help.
Feature
Benefit
Set up multiple
Quest account
numbers
You can now enter multiple Quest account numbers in Clinical
Preferences. This enhancement has been made for the Outbound Orders
interface.
Improved
unsigned results
work flow
• You can review patient results in a new Preview pane without leaving
the Unsigned Results window.
• If the result has an attachment, you can quickly view the attachment
in the Preview pane without opening the Documents tab.
• You can also graph the patient’s results from the Unsigned Results
window, so that you know the correct follow-up needed for the
patient.
July 2015
Statements
The look of the printed statement has been completely revised and you
can now choose to include unapplied payments and information for
checks.
Accounts tab
The Demographics - Accounts tab has been updated with a new look. In
addition, there are new and renamed buttons.
Meaningful Use
There are updates for the accurate calculation for quality measure CMS
155.
Workers
Compensation
claims
There are new fields on the Claims page and Default Claim Data window
for processing workers compensation claims.
Release Notes
Release 4.07
1
Chart banner
Chart banner
The patient’s phone number is now included in the hover-over on the patient’s name in the Chart
View. You no longer have to scroll down the screen to find the phone number.
Figure 1. Chart banner hover-over
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Release Notes
Release 4.07
July 2015
Outbound Orders interface enhancement
Outbound Orders interface enhancement
You can now enter multiple Quest account number(s) needed for your draw stations. This enables
you to send outbound orders with the correct identifier for your practice. This enhancement has
been made for the Outbound Orders interface.
Practices with multiple Quest account numbers do NOT need to make any changes until they
implement the Outbound Orders interface.
Change from previous work flow
Previously, you could only enter one account number for each lab Supplier in Clinical Preferences.
If a Practice had multiple draw stations, additional dummy Lab Suppliers (such as Quest x) were
associated to the practice, so that additional account numbers could be entered.
Add Quest account numbers in Clinical Preferences
You can add Quest account number per Location in Clinical Preferences.
You only need to do this for locations that have an account number different from the default one.
Steps
1. Go to Admin > Clinical > Clinical Preferences > Order/Lab Preferences tab.
2. Click the +Add Quest Location link to add another row for a specific Quest Lab Supplier.
3. Select a location from the Select Location pop-up window. A row is automatically added with
the location name.
4. Enter the account number for that location. Save your changes.
If you pick the wrong location by mistake, click the Delete icon to delete that location.
Figure 2. Order/Lab Preferences
July 2015
Release Notes
Release 4.07
3
Improved Unsigned Results work flow
Improved Unsigned Results work flow
The unsigned results work flow has been streamlined. This enables you to spend less time in
reviewing unsigned results for your patient’s orders.
• You can review results in a new Preview pane without leaving the Unsigned Results window.
You can view and enter Follow-Up Notes for the practice staff from this preview pane.
• If the result has an attachment, you can quickly and easily view the attachment in the Preview
pane without having to open the Documents tab. This makes the information readily available
to you when making clinical care decisions.
• You can graph the patient’s results from the Unsigned Results window, so that you know the
correct follow-up needed for the patient. You can also see results as part of the graph.
Change from previous work flow
Previously, the Unsigned Results window did not have any preview pane. You had to view the result
details in a separate window. Also, the Unsigned Results window did not display attachments, so
you had to navigate to the Documents tab and search for the correct attachment. Then you had to
return to the Unsigned Results window to do the follow-up actions.
This process has been streamlined. You do not have to go through multiple windows to view and
sign unsigned results.
Follow-up notes should be created in the Preview pane before signing or reviewing a result. Once
you click the Sign/Review button, the system will automatically display the next result in the grid.
Updated Unsigned Results grid and new preview pane
Steps to access
1. In Chart view, click the Unsigned Results left list button to open the Unsigned Results window.
2. Select your filter criteria on top and click Search.
Ordering Provider
If you have logged in as a provider
• If you are a Provider (based on settings in Admin > User Management), your name will display
by default in the Ordering Provider with Results field, and the grid will display only your
unsigned results.
If you have logged in as a non-provider
If you have logged in as a non-provider, you may see a large count of unsigned results (for all
providers) in the left list button. You will NOT see any results in the grid when you click the button to
open the Unsigned Results window.
• To narrow down your search, choose an Ordering Provider, and then click Search to display
the unsigned results of only that provider.
• You can select multiple providers by entering names in the Ordering Provider field. These
settings can be saved as default by clicking the Save Settings link.
The updated Unsigned Results grid displays.
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Release Notes
Release 4.07
July 2015
Figure 3. Unsigned Results window
Normal and Abnormal results
• Normal results will display in black.
• Abnormal results will display in red.
Removed columns
The following columns have been removed from the Unsigned Results grid:
• Provider
• Test Type column
• Status: The status (Final or Prelim) will display in the Preview/Sign pane.
• Order ID
• Abnormal column
July 2015
Release Notes
Release 4.07
5
New Preview pane
Click on a test name in the grid to display the result details and follow-up history in the Preview
pane on the right. The Preview pane has the following sections:
• Header section
• Action buttons
• Result Details
• Follow-up Notes
Figure 4. Unsigned Results preview pane
Preview pane: header section
The following information displays in the top header section:
• Patient name: This displays as a hyperlink. Click on the link to go to the patient’s chart.
• Gender and age of patient at time of collection
• Ordering provider name
• Result Date and Time
• Collection Date and Time
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Release Notes
Release 4.07
July 2015
Preview pane: action buttons
The buttons on top enable you to easily review patient results and perform actions, including create
a patient Letter, signing or reviewing the result, and view additional result details.
Button
Description
Sign
When you click this button,
• the status of the result gets updated as Reviewed and Signed,
• the result is removed automatically from the Unsigned Results grid,
• the Next result displays in the Preview pane.
This button is disabled if the status of the Result Task Type is Signed.
Review
When you click this button,
• the status of the result gets updated to Reviewed and the Task Type
gets updated to Unsigned.
• the result is removed automatically from the Unsigned Results grid,
• the Next result displays in the Preview pane.
This button is only enabled if the status of the Result Task Type is
Unreviewed.
Create Letter
Click this to open the Select Letters tab for the patient. Here you can
create a new Letter or search for Letters.
Open Result
Click this to open the Result Details tab for the Patient. Here you can
view more details on the result.
Graph
See the section “Graph results from the Unsigned Results window” on
page 10.
Next
When you click this button, the next result from the Unsigned Results grid
displays.
Return to Last
Result
This button does not display if the last result still displays in the Unsigned
Results grid.
If you forget to enter a Follow-up note before signing or reviewing a result,
and the result is no longer in the grid, you can click this button to quickly
get back to that result and enter the Follow-up note.
July 2015
Release Notes
Release 4.07
7
Preview pane: result details
The Result details grid displays the following information.
• Status of the result: F (Final) or P (Preliminary)
• Name of the test
• Result: Text in this column displays in red if the result is abnormal.
• Normal/Abnormal column: This column displays a flag based on the result value. For example,
H or L displays in red, depending on if the result is higher or lower than the Reference range.
• Units
• Ref. range
• Comments: If comments are present, they display below the test name. Click on the “Collapse”
icon to collapse the comment section.
Result Details window
Click the Open Result button to view more details on the result in a separate tab.
Figure 5. Result Details window
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Release Notes
Release 4.07
July 2015
View attachments in the Unsigned Results Preview pane
If the result has an attachment, you can quickly view the attachment in the Preview pane without
having to open the Documents tab. This makes the information readily available to you when
making clinical care decisions.
Steps
If the Result contains an attachment, a Document Name grid displays in the Preview pane of the
Unsigned Results window.
1. Click on the Attachment link to display the View Document popup window.
Figure 6. Unsigned Results - view document
2. Click View/Print to open the Report Preview window and view the document. Note that one
result can contain multiple attachments.
Unmatched results
If you select an unmatched result in the Unsigned Results grid, the Unmatched Results window
displays. Here you can match the result to a patient, encounter, or order.
This functionality is the same as in previous versions.
The Preview pane does not display for Unmatched Results.
July 2015
Release Notes
Release 4.07
9
View and create Follow-up Notes
The Follow-Up Note section of the area Preview Pane enables you to see existing Note History and
create a new Follow-up Note. You can assign these Notes to users in your practice.
Follow-up notes should be created in the Preview pane before signing or reviewing a result. Once
you click the Sign/Review button, the system will automatically display the next result in the grid.
Steps to create a new Follow-Up Note
1. Click the hyperlink +New Follow-up Note to display the Follow-Up Note window containing
any existing note history for this result.
2. Select Individual or Group. if you choose Unassigned, the Note will not be assigned to any
specific user.
3. Save your changes.
Figure 7. Follow-Up Note window
Note History pane
You can view all Notes in this pane. Mark a Follow-Up Note as complete by selecting the check
box.
Graph results from the Unsigned Results window
A new Graph button has been added to the Preview Pane button bar.
• You can graph the patient’s results from the Unsigned Results window, so that you know the
correct follow-up needed for the patient.
• You can now see results as part of the graph.
Figure 8. Graph button
Click the Graph button to display a Graphed Results popup window.
This button is disabled if the result contains an attachment.
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Release Notes
Release 4.07
July 2015
Steps to graph results
1. Select a Date Range from the collection date. By default, Last 6 months is selected. You can
also select from other options from the drop-down menu, such as Last 3 months, Last year,
etc.
• If you select All Results, it will bring back results for all dates.
• If you select Custom, click on the calendar icons to select a date range.
2. Select a Test Name. This field is automatically populated with the test name from the
Unsigned Results grid. You can clear and enter another test name to graph other results.
• If there are multiple tests for the order, then for each test, a check box displays. The
check box is selected automatically.
3. Select a Graph Option. By default, a single graph is generated, but you can generate multiple
graphs by selecting the Multiple option.
4. Click the Graph button to display the graph according to the selection criteria. This is enabled
once a test name is selected. If you de-select a test name, the graph and legend refreshes
without the test’s data.
Note the following when graphing results:
• When a numeric value has a < or > that means it’s off the charts. For example, > 300 (more
than 300) or <.01 (less than .01). The result will appear at the top/bottom of the chart.
• When viewing Multiple Graphs, the result value will display in red above or below the graph. It
will include the result value and date.
• Off-chart values do NOT display when viewing a Single Graph. Instead the following text
displays under the test name in bold red: “Off-the chart values are available for <test name,
test name> in Multiple Graphs mode”.
Figure 9. Graph generated from Unsigned Results window
July 2015
Release Notes
Release 4.07
11
Updated Graphing tab in Chart view
Updated Graphing tab in Chart view
The Graphing tab now displays the same fields for selection as the Graphed Results pop-up in
Unsigned Results.
This enables you to do better graphing for numeric results in the patient’s chart.
In Chart view, select a patient and then go to Results > Graphing to access the Graphing tab.
Figure 10. Graph generated from Results tab
12
Release Notes
Release 4.07
July 2015
Statements
Statements
There are several updates for printing statements in McKesson Practice Choice. The look of the
printed statement has been completely revised and you can now choose to include unapplied
payments and information for checks. In addition, when payments are applied to the deductible,
you will see it on the statement.
Updated General Preferences
The General Preferences for statements has been updated with a new name and new look. In
addition, there are several new fields.
New Label/Tab Name
The name of the Patient Statement tab and label is now Statements.
Figure 11. General Preferences menu
Rearranged tab
The Statements tab has been rearranged. There are now three major sections:
July 2015
Section
Description
Patient Statement
This section contains options that affect both
internal statements and BillFlash statements.
Internal Statement Settings
This section contains options only for internal
statements.
BillFlash Settings
This section contains options only for BillFlash
statements.
Release Notes
Release 4.07
13
Updated General Preferences
Figure 12. Statements tab
New fields in the Internal Statement Settings section
There are three new fields in this section:
New Field
Description
Display Unapplied Payments
Select this check box if you want
unapplied payments to appear on the
patients’ statements.
This check box is selected by default.
Statements created prior to Release 4.07
will automatically display unapplied
payments.
Checks Accepted check box
Select this check box to indicate if checks
are accepted as a form of payment for
internal statements. This will print on the
patient statements.
This check box is clear by default.
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Release Notes
Release 4.07
July 2015
Updated Statements Page
New Field
Description
Make checks payable to
If you select the Checks Accepted check
box, you can enter the name of the
practice here. This will print on the
statements.
This is a required field when Checks
Accepted is selected.
Figure 13. Statements tab - Internal Statement Settings section
Updated Statements Page
New column
There is a new column on the Statements page: Unapplied Payments. Use this column to see if the
patient has made payments that have not been applied to claims. This column shows you the total
sum of all unapplied payments for the responsible party associated with the patient.
Figure 14. Statements page
Clicking the total in the column will open the Patient Inquiry page for the responsible party and the
Unapplied tab will appear.
Note: if you attempt to print statements and there has been no activity since the last statement
date, you will see a window notifying you that there are no new statements to print.
Functionality updates
The Patient Balance column will no longer include amounts that are the insurance payer’s
responsibility. Previously, this column would include payer responsible amounts, making it difficult
to determine how much the patient owed and how much the payer owed.
July 2015
Release Notes
Release 4.07
15
Updated Statements report
Updated Statements report
The Statements report is now arranged by responsible party when you generate a statement with
multiple responsible parties. Each responsible party’s statement will be on a separate page. If
there are several patients/accounts associated with a single responsible party, each patient’s
information will be printed on a separate page.
In addition, the Account Type has been removed from statements. For example, an account name
that previously appeared as “Smith, John (Main)” will now appear as “Smith, John.”
Statements will now print based on the Last Name of the responsible party.
Revised Statement appearance
When statements print, they are processed as PDFs. McKesson recommends that you use the
setting Fit when you print them. This will ensure that they are printed properly.
In addition, existing statements will retain their original format. That is, statements made prior to
Release 4.07 will continue to appear as they were when you made them. Statements generated
after the Release 4.07 update will have the new format.
Patient statements have been redesigned. Areas of the statement that have been updated include:
Organization and pagination
When there are multiple responsible parties on a statement, the statement is now organized by
responsible party and pagination starts over with each responsible party. For instance, there are
two responsible parties, 1 and 2. The statement will print for responsible party 1 and pagination will
begin with the number 1 on the first page of the statement. For responsible party 2, pagination will
start over at 1 on the first page of the statement for responsible party 2.
Patient Address
Changes include:
• Revised look of the address itself
• The word “Organization” has been removed from the practice address.
• Organization name and responsible party name are in bold
• Address information appears on the first page only when there are two or more patients on the
statement
• A perforation line appears below the top section of the statement, showing which section of the
statement the patient should return to the practice (when there are two or more patients on the
statement, this line appears only on the first page)
Figure 15. Statement - Address section
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Release Notes
Release 4.07
July 2015
Payment area
The payment area has been reformatted.
Depending on your selections in Preferences, some of this information will be hidden. For instance,
if your practice does not accept checks, the checks section will not appear.
Figure 16. Payment area
The Balance Due value is the amount due for all patients and accounts contained within the
responsible party’s statement. This is not the balance for one specific patient/account.
Statement messages
Statement messages are now above the grid.
Figure 17. Message section
July 2015
Release Notes
Release 4.07
17
Statement grid
The grid area has been reformatted and the Fee column has been renamed to Charge.
Figure 18. Grid area
Items that have changed include:
• Claim numbers only display once
• $0.00 amounts display in gray to help identify activity
• Payment/deductible notes display within the Description column (previously they started in the
Provider column and spanned multiple columns)
An Insurance Responsible amount is no longer reflected in the patient balance column.
Payment plan display
If the patient has a payment plan set up, it will appear below the grid.
Figure 19. Payment plan
Patient Balance Due is the amount due for a specific patient and account based on the grid
information. There will be a separate patient balance due for every patient and account contained
within the statement.
If you have chosen to display unapplied payments (see “Updated General Preferences” on page
13), you will see these here.
Payments have also been updated so that the payment plan amount can never be greater than the
patient balance due. If the Minimum Payment Due (that is. Payment Plan Amount) is greater than
the Patient Balance Due, the statement will show the Patient Balance Due in the Minimum
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Release Notes
Release 4.07
July 2015
Updated Patient Inquiry
Payment Due field. Otherwise, the statement will show the payment plan amount in the Minimum
Payment Due field.
Statement footer
Changes have been made to the footer section of the statement:
• The page count label is now “Page:”
• The copyright information has been removed
• There is a new label for Statement - <Org name>
Figure 20. Statement footer
Statement summary
If more than one patient is listed on the statement, there will be a statement summary at the end of
the last page. If only one patient is listed, this section will not appear.
Figure 21. Statement summary
Updated Patient Inquiry
Now, when you perform a search by Account ID and Type is set to Responsible Party, all patients
associated with the responsible party will appear in the grid. Previously, if you searched by Account
ID, only the responsible party would appear.
New Deductible note
When amounts have been applied to the deductible. there will be a note on statements in BillFlash
and on the printed statement.
Figure 22. Statement - Deductible
July 2015
Release Notes
Release 4.07
19
Demographics - Accounts tab
Demographics - Accounts tab
The Demographics - Accounts tab has been updated with a new look. In addition, there are new
and renamed buttons.
Renamed buttons
Two buttons have been renamed:
Old Name
New Name
Edit
Save
New
New Account
New button
There is one new button: Cancel. Clicking Cancel will undo all of the changes you made since the
last time you saved.
Figure 23. Demographics - Accounts tab
New Statement option
You can now select a default statement method for the patient. You can choose between Paper,
eStatements (BillFlash), or both.
Figure 24. Demographics - Accounts tab
The option you choose will be applied to all patients associated with this responsible party.
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Release Notes
Release 4.07
July 2015
New Responsible Party window
The e-Statements button will be enabled only if the practice is set up for BillFlash.
If you select e-Statements, you must enter an email address. Click the link for the email address to
enter an email. The address you enter will be the email address for all patients whose accounts are
associated with the responsible party.
New Responsible Party window
When you click the link for the responsible party on the Accounts tab, the Responsible Party
window will open.
Figure 25. Responsible Party window
If the responsible party and the patient are the same, this window will not appear. Instead, the
Demographics tab will appear.
BillFlash Functionality updates
When you send a statement with multiple service dates on a single claim, when the statement is
printed in BillFlash, you will see the different service dates reflected on the statement.
July 2015
Release Notes
Release 4.07
21
Updated Report Preview
Updated Report Preview
The Report Preview that appears when you click Print Accounts now includes the statement
Preferences set up in General Preferences.
Figure 26. Report Preview
22
Release Notes
Release 4.07
July 2015
AR Management
AR Management
Updated functionality
When you are viewing a non-patient’s chart and click the Go to AR Management button, the AR
Management page will open with the Type set to Responsible Party.
Updated search
You can now search for and include balances for patients who are inactive, deceased, or
dismissed. For this, there is a new item in the search criteria.
July 2015
Release Notes
Release 4.07
23
Meaningful Use
Meaningful Use
Updated Calculation for Quality Measure CMS 155
Updates have been made to the calculation of CMS 155 for accurate reporting. These include:
• For ages 2 - 17, BMI is stored in percentile for the numerator. This change will affect all data
currently in the practice, as well as data going forward from Release 4.07.
• For ages 2-17, the following LOINC code will be sent: 59576-9.
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Release Notes
Release 4.07
July 2015
Claim Search
Claim Search
Updated printing
When you select check boxes on the Claim Search tab and choose to print, only the selected
claims will print.
July 2015
Release Notes
Release 4.07
25
Claims page
Claims page
You can now delete a referral that is associated with a claim. When you place the cursor in the
Referral field and click Delete, you will be asked to verify the deletion. Once you delete the referral,
the following fields will be cleared: Referral, Referring Provider, and Referral #.
In addition, you can now update the Referring Provider field on the Main tab of the Claims page for
posted claims. Previously, you could not update this field once claims were posted.
Note: if there is a value in the Referral field, you cannot change the referring provider. In this case,
you must delete the referral first.
26
Release Notes
Release 4.07
July 2015
Patient Inquiry
Patient Inquiry
Updated Rev/Refund History tab
You will no longer see the payment reversal in the following situations:
• For a payment on a reversed claim
• For a deleted payment
July 2015
Release Notes
Release 4.07
27
Payments
Payments
On the Payment Allocation window, indicators appear on the payment line when the Save button is
disabled. In addition, if there are conflicts on the window, an exclamation point (!) will appear in the
columns with the conflict until all conflicts are resolved.
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Release Notes
Release 4.07
July 2015
Scheduling
Scheduling
Updated Appointment page
The Appointment Type field has been moved before the Appointment Date field.
Figure 27. Appointment page
July 2015
Release Notes
Release 4.07
29
Renamed e-Prescribe button
Renamed e-Prescribe button
The e-Prescribe button in the Medications tab (Meds/Allergies > Medications) and Notes tab have
been renamed to RxWriter.
This change has been made to be consistent with the verbiage in the ePrescribe module.
Figure 28. RxWriter button
30
Release Notes
Release 4.07
July 2015
Accounting View Worklist
Accounting View Worklist
The size of the selections on the Accounting View Worklist have been updated.
Figure 29. Accounting View Worklist
July 2015
Release Notes
Release 4.07
31
Scheduling View Worklist
Scheduling View Worklist
The size of the selections on the Scheduling View Worklist have been updated.
Figure 30. Scheduling View Worklist
32
Release Notes
Release 4.07
July 2015
Specialty Templates
Specialty Templates
There are three new specialty templates. These will be available the Wednesday after the upgrade
is deployed:
• Pain Clinic Visit
• GI Visit
• OB ACOG Record
July 2015
Release Notes
Release 4.07
33
Specialty Templates
34
Release Notes
Release 4.07
July 2015
Chapter 2 - Resolved Issues
The following issues were resolved with Release 4.07. Defect
Number/
PSR
Number
View
Description
149436/
149349
Chart View Progress Notes
You will no longer experience long delays while entering notes if
there are many QuickTexts selected in the note.
Steps to recreate
1. In the Chart view, select a patient.
2. Select Notes.
3. Select a SOAP template.
4. In the Objective section, select many QuickTexts.
5. Enter text at the bottom of the note and verify there is no
delay.
154895/
154869
Accounting View Patient Inquiry
Charges will no longer appear twice in Patient Inquiry.
Steps to recreate
1. In the Accounting View, select Patient Inquiry.
2. Select a patient.
3. Verify that charges are not duplicated.
155562/
155554
Accounting View Log Viewer
You will no longer receive the error “Cannot read the next data
row for the dataset dsTrackClaimsLogViewer.
(rsErrorReadingNextDataRow)"
Steps to recreate
1. In the Accounting View, select Claims.
2. On the claims page, select Log Viewer.
3. Select a Type of Rejected Claims.
4. Click Search.
5. Verify the error does not appear.
July 2015
Release Notes
Release 4.07
35
159600/
159330
Admin View Reports
The Posting Date for payments is now correct and will not be
incorrect due to time zone differences.
Steps to recreate
1. In the Admin View, set the time zone in General
Preferences.
2. Post payments at 11pm.
3. Run the Daily Update for the payments.
4. Run Payment Data report.
5. View the date of the payments and verify they are the
correct date of posting.
160484/
153242,
Admin View Reports
Running the Payment Data Summary report by Posted Date is
now accurate.
Steps to recreate
159574,
160904
1. Create a payment and note the date.
2. Post the payment using Daily Update, noting the date you
posted.
3. In the Admin View, select Reports > Financial > Monthly >
Payment Data Summary.
4. Verify that when you run the report by Posting Date, the
payment displays the date you posted it using Daily Update
in the Posting Date column.
5. Verify that when you run the report by General Ledger
Date, the payment displays with the date the payment was
created in the General Ledger Date column.
160485/
160465
Accounting View Daily Update
You will no longer receive the error "Dataportal update failed"
when trying to post a large check payment.
Steps to recreate
1. In the Accounting View, select Daily Update.
2. Select a large check to post.
3. Verify that it posts without a long delay time or error.
161003/
160886
Chart View Medications
When medications pull into the note from the Medications tab,
they will no longer leave an indentation between the number of
the dosage and the milligrams.
Steps to recreate
None
162051/
161439
Accounting View Claims
There is now a Taxonomy code for Dean Health Plan.
Steps to recreate
1. Create a claim for Dean Health Plan.
2. Verify that the correct Taxonomy code is included.
36
Release Notes
Release 4.07
July 2015
162145/
161835
Chart View Diagnosis codes
Searching for diagnosis codes with only a partial match will now
return all appropriate results.
Steps to recreate
1. In the Chart View, select a patient.
2. Click the Diags/Procs tab.
3. Click New Diagnosis.
4. Enter a partial code.
5. Click Search.
6. Verify that all results appear.
162189/
162181
McKesson Practice Choice will now include the Insurance Type
Code in Loop 2000B when the associated payer is Medicare
and Medicare is not the primary payer.
Steps to recreate
1. Process a claim with Medicare as the associated payer and
not the primary payer.
2. Verify that the Insurance Type Code appears in Loop
2000B.
162425/
162368
Admin View Reports
The Charge Data report is now using correct date for Posted
Date.
Steps to recreate
1. In the Admin View, select Reports.
2. In the Financial section, select Daily.
3. Select Charges Data report.
4. Enter selection criteria and click the View/Print Report
button.
5. Verify that the report uses the correct date.
162547/
162432
Chart View Referrals
New Outgoing Referrals will no longer default to the same
external provider as referring provider.
Steps to recreate
1. Select patient
2. Create a new Encounter or select the most recent
encounter.
3. Note the referring provider.
4. Save the encounter.
5. Select Chart > Demographics > Referrals.
6. Select New and the outgoing radio button.
7. Verify that it does not show the external provider as the
referring provider.
July 2015
Release Notes
Release 4.07
37
162804/
162762
Accounting View ERA
Changing the allocated amount from the ERA is giving an error.
Steps to recreate
1. In the Accounting view, open the ERA page.
2. Select an ERA and view the unallocated amount.
3. Select a payment that is associated with ERA.
4. Select the allocation.
5. Type in the claim.
6. Change the amount in the Payment column.
7. Verify there is no error.
163325/
163312
Chart View Referrals
You will no longer receive the error “Error updating referral”
when you attempt to edit a referral.
Steps to recreate
1. In the Chart View, select a patient and click Demographics
> Referrals.
2. Double-click a referral to open it.
3. Edit the information.
4. Verify that you can save the changes without an error.
163722/
163394
Admin View Payers
All patient accounts now appear in Payers.
Steps to recreate
1. In the Admin View, select Organization > Insurance Payers.
2. Open a payer that has > 15 patient accounts.
3. Click Active Patients.
4. Verify that all patient accounts appear.
164073/
164039
Copied notes will no longer be auto-pasted into a new template.
Steps to recreate
1. In the Chart View, select a patient and open the note
history.
2. Select an old note and open it with either the Edit or Copy
to Note button.
3. Highlight a section of the note and copy it with the button or
Ctrl-C.
4. Click Cancel.
5. Open a new template in the same window.
6. Verify that the copied note does NOT appear automatically.
164478/
164463
Chart View ePrescribe
You will no longer have duplicate renewal requests.
Steps to recreate
1. Allow renewal requests to enter the system.
2. Verify that they are not duplicating
38
Release Notes
Release 4.07
July 2015
164566/
164359
McKesson Practice Choice will no longer automatically queue
up old claims in the Primary paper queue when the effective
period date is changed to a current date, saved, and then
changed back to the old effective date and saved.
Steps to recreate
1. Access any claims under the Processed Claims Tab that
have the status of Paid (note the claim #).
2. In the patient account, change teh Effective period date to
the current date and save.
3. Edit the information once more and change the effective
period to the old effective period date and click Save
4. Access the Claim processing tab, and change the filing
order and format to Primary-Paper.
5. Click Search.
6. Verify that the claim has not been queued to be sent out
again with the status of Unclaimed and the old date of
service.
164766/
164713
The Claims Report Preview will now show the header for all
searches. Previously, it would appear only with an In Progress
search.
Steps to recreate
1. In the Accounting view, select Claims.
2. On the Search tab, select a service date and any claims
status.
3. Click Print and verify that the header appears.
164805/
164785
Accounting View Payments
You can now find a Posted Payment in Payment Search using
the ledger date.
Steps to recreate
1. Select a payment.
2. Search for the payment with the Ref # and Ledger Date.
3. Verify that the payment appears.
165493/
165487
Scheduling View Eligibility
You will no longer receive the error “Object reference not set to
an instance of an object” when you perform an eligibility check.
Steps to recreate
None
166319/
166316
Chart View - Notes
Blank recovered notes will no longer automatically appear.
Steps to recreate
1. In the Chart View, create a new note but do not enter
information into it.
2. Wait several minutes, keeping the Notes Hx pane open.
3. Verify that no blank recovered note is automatically created.
July 2015
Release Notes
Release 4.07
39
166415/
166342
Admin - Reports
The Procedure Productivity report now has correct sub-totals for
locations.
Steps to recreate
1. In the Admin View, select Reports.
2. Select Financials > Monthly > Procedure Productivity
report.
3. Enter a date range.
4. Select the Advanced Parameters drop-down and select the
Group By check box.
5. Click the View/Print Report button.
6. Verify that the sub-totals for location are correct.
166416/
166276
Chart View - Vitals
Insert codes for vitals will now pull current vital into the note.
Steps to recreate
1. Open the chart for a patient with multiple vitals entered.
2. Create a new note.
3. Use insert codes Vitals Metric Insert Code or Vitals English
Insert Code.
4. Verify that the most recent vitals results appear.
166602/
166521
Admin View Reports
Appointments that have not been rescheduled will no longer
show Rescheduled status on the Scheduling and Appointments
Report.
Steps to recreate
1. Mark an existing appointment as completed and note the
day.
2. In the Admin view, select Reports.
3. Select Schedule and click Scheduling and Appointments.
4. Select a date range that includes the appointment you
marked as completed.
5. Select All Statuses.
6. Click the View/Print Report button.
7. Verify that the appointment does not show as rescheduled.
166605/
166443
Addendums to progress notes will no longer always show
Eastern Standard Time.
Steps to recreate
1. Set your system to Pacific Time in General Preferences.
2. Enter an addendum to a progress note.
3. Verify that the correct time shows.
40
Release Notes
Release 4.07
July 2015
166764/
166651
Patient Inquiry will no longer show the insurance company as
Secondary when it is actually Primary.
Steps to recreate
1. Open Patient Inquiry and select a patient.
2. Verify that the insurance company is correct.
166924/
166898
Insurance Payer Name is now displaying in the Payer Column in
Patient Inquiry.
Steps to recreate
1. Open Patient Inquiry and select a patient.
2. Verify that the Payer’s name appears in the Payer column.
3.
4.
July 2015
Release Notes
Release 4.07
41
42
Release Notes
Release 4.07
July 2015

Medisoft Release Notes

Transcription

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