v5.26.01001 is a minor release :)
We hope you take the time to read through all of the changes - but it is vitally important that you understand the following few changes:
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Appointments/Schedules/Care Plans/OB
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__ Added ability to default appt type by column.
__ Resolved issue with having an '&' in your OB Desc for an appt type - in online booking it drops everything after the '&'. The Appt setup screen now replaces the '&' with a 'w' when exiting. This will also run on update to help anyone with those issues.
__ Resolved issue when loading multiple schds & Visual SOAPer at the same time where the schds would skip forward.
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Billing/Payments/Items/Third Party
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__ Added Acct Credit Verify/Adjust screen to help you verify an acct credit & quickly correct it where necessary. Accessible through SOA | Account Credits tab by dbl-clicking the Credit.
__ Added the ability to quickly pause printing/emailing a receipt on the payment screen for those cases where you need to alter a payment without printing/emailing.
__ Modified 3rd Party Payr selection in the Billing Wizard to prevent usage of Payrs that have expired.
__ Modified Patn Payment screen to include Patn A/R Acct Descriptions.
__ Modified 3rd Party A/R Menu display to show the correct amount for overpaids.
__ Resolved issue with Add to Call List & Appt Tracker not always popping up when checking out a patient with no patient billing or no receipt options.
__ Resolved issue where No Show billings flagged to NOT bill would reappear at a future time.
__ Resolved issue in 3rd Party Receive screen when filtering by patient name.
__ Resolved issue in 3rd Party Receive screen when auto-applying payment from oldest to newest.
__ Resolved issue with Appt Tracker popping up before & after the payment screen on checkout - now it only opens after payment as it should.
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Email/SMS
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__ Added Mailing List Id to better track emails sent through the Mailing List email process.
__ Modified emailing process to work better in multi-user environments.
__ Modified attachment processing to minimize space used.
__ Resolved issue by using "[Clinic]" in subject line. Automatically replaced your [Clinic] values with [ClinicName], which was your intention.
__ Resolved issue with EOD Sync Tru/Simple Text Reminders where it didn't rebuild all the reminders as a fail safe.
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Integrations
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Patients
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__ Modified Patient Search to allow you to just put the Patient's Id# without using "Id#" for the same quick navigation (1234 instead of Id#1234).
__ Resolved very specific issue when searching from the Visual Arriver :)
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Practitioners / Users
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__ Cleared ALL security for practitioners who have been removed from the system as a precaution. Apologies if someone who no longer has a schedule still needs access to ChiroSUITE - you'll have to setup their security again or reach out & we can help :)
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Reporting
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__ Added Process to Monthly Patient Visit Stats Report to dump multiple reports at once for a Practitioner & dump spreadsheet summary of those reports (with sales/payments).
__ Added "SOAPs w/ No Response (Free Form Ques Only)" report to the custom reports to help you find SOAP Notes where a specific question was not answered.
__ Modified "Third Party Billing Breakdown" report ( on A/R Reports screen ) to exclude billings that have no 3rd party billing :)
__ Modified Patient Recare List reports to include DOB
__ Resolved very rare discrepancy between a Sales by Item & Sales by Item Detailed report if the patient, appt, prac, and amount are all the same.
__ Resolved issue with Patient Phone Book excluding Users & Pracs.
__ Resolved issue with Practitioner Phone Book including Payors. It will now match the Patient Phone Book.
__ Resolved issue with A/R Wizard not filtering down for single selection when only selected in Step 4.
__ Resolved issue with inactive prac names not showing on Appt List reports.
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SOAP Notes & Paperless Office
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__ Added a 3/4 image version of the SOAP Summary report to support SOAP notes with 3/4 images. When printing the process will allow for up to 4 images now (from 2) and choose the appropriate report automatically.
__ Added a 5/6 image version of the SOAP Summary report to support SOAP notes with 5/6 images. When printing the process will allow for up to 6 images now (from 4) and choose the appropriate report automatically.
__ Added ability to alter font size in the SOAP Recap screen as well.
__ Modified Missing SOAP Records screen to work a little better :)
__ Resolved issue in SOAP Recap screen when looking at previous notes with images & spine diagrams - sometimes they would overlap in the display.
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Users
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__ Added Open Check Messages at logon option for users when they have phone messages. Turned on by default for everyone, you can alter setting in Users -> User Setup -> Admin Options