v5.16.0813 is a minor release to add some important new functionality, some new ChiroSUITE integrations, tweaks & as always, a few bug fixes!
Integrations / Modules
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__ Added Integrations / Modules screen ( File -> Integrations / Modules ) to make it easier to manage everything from one screen.
__ Added ReviewWave integration ( reviewwave.com ).
__ Added ZingIt Solutions integration ( zingitsolutions.com ).
*Please suggest other integrations you are interested in seeing :)
Appointments/Schedules/Care Plans
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__ Added Lapsed Visit History (by Clinic) report (Reports -> Appointment Reports).
__ Added Patient Recard List (by Clinic) report (Reports -> Appointment Reports).
__ Modified Call List process slightly to try to assist more in flagging appropriate calls.
__ Modified appt reminder process to automatically remove reminders for appts that have passed, but keep on reminders even if the reminder date/time have passed - allowing you to easily send last minute texts or emails where applicable. Phone reminders that meet the criteria will need to be manually removed in the call list screen.
__ Modified Google Sync process to remove items stuck in limbo due to sync setup changes (this appeared as inflated numbers in the left menu Action box).
__ Cleared out any Google Sync items that are never going to be synced due to previous sync setup changes.
* Reset all Appt Reminders in this update.
Billing/Payments/Items/Third Party
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__ Added new fillable AB MVA Forms (2017/04) - thank you to the government for making workable forms available to us for the greater good. Whether you are using these forms in a fillable capacity or not, the new format of the forms makes it possible to view in ChiroSUITE directly instead of the misleading "error" previously showing!
__ Added Rpt Group to Item setup, allowing you to group & total sales reports in various ways.
__ Modified MB Health import, export & reporting.
__ Updated MB EOB listing.
__ Resolved issue with Email Receipt not going out when only receiving payment on account, not charging through anything new.
__ Resolved very rare bug in MB Health submisison where last billing item by internal id was a duplicate record.
General
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__ Added additional functionality to the HotFix process to allow for more complex tasks.
__ Added new fields to Form Fillable PDF process to accommodate new AB MVA Forms.
__ Added exclude from mailing lists indicator on email listing in patient tracker.
__ Added code to update the business entity & make cheques payable to values when clinic name is changed.
__ Updated logon procedure to auto-relink data when you open ChiroSUITE as a different computer user. For security reasons, your data is always linked under the current computer user, so when you change users, that data link becomes invalid & throws a message that tends to confuse. ChiroSUITE should now pause & relink to the data for you automatically :)
__ Updated premium email service plan to better accommodate an influx of new users. We will continue sending daily emails to highlight any errors occuring (invalid emails, failed emails, etc).
__ Updated Logon Help to better reflect your User Password Requirements.
__ Updated Machine.User list to remove anyone who hasn't logged on in the last 30 days to help make it easier to manage the list. Most orphaned machines were either decommissioned or affected by the machine.user detail change in the last update.
Online Booking
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__ Modified sync process to optimize time & publishing consistency.
__ Resolved issue when credit card received for a new patient. ChiroSUITE will now hold onto the credit card information until you choose to add the new patient through the OB Reconciliation Wizard.
__ Resolved an issue where holidays beyond the scope of the columns you are publishing, turns off availability for the entire time slot.
__ Resolved rare break issue where sync would make available certain types of break times.
* Reset all online booking data, so first sync will take some time.
Reports
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__ Added services vs. products split back into Tax Summary, Services vs. Products report.
__ Added Sales Reports with Item Groups to allow for easy totalling.
__ Added custom report Payments so you can get a list of patients paying a specific way over a time period.
__ Added custom report Patients List - No DOB or PHP so you can get a list of active patients missing those values. You may specify to view only patients who have had an appt since a certain date & the report groups them based on that last visit year to help you update more important patients first :)
__ Resolved issue with Sales by Item, Detailed report pulling data for the last person who ran it.
SOAP Notes & Paperless Office
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__ Added Document Preview options to the User Setup screen to allow for PDF Zoom & Image Zoom options.
__ Added PDF Navigation to Document Review on large SOAP screen ( 1920 x 1080 ).
__ Modified Document Preview load to maintain the rotation setup in the patient documents setup per doc.
__ Modified Document Preview to better track your 3 document choices through multiple SOAP records.
__ Restored [Enter] key functionality in the SpeedKey.
__ Resolved several very specific bugs when adding the date or hitting a blank key by accident in the SpeedKeys.
__ Resolved issue with subluxation translations on SOAP Summary report and filled in any missing translations.
__ Resolved issue when copying forward SOAP Notes when last SOAPed appt is more than 30 days old.
__ Resolved issue where certain situations would cause large SOAP screen ( 1920 x 1080 ) to appear underneath the prac's schedule or under the VS screen.
* Where ever possible we auto-add security rights for new objects in an update to make it easier. For example, if we add a new receipt format, then we will typically give access to users who already have access to other receipt formats, but we always err on the side of caution to ensure we aren't providing functionality to those users who shouldn't have it. Please review User Security Rights after an update to assign access to new features where desired :)