Highlights: June 18, 2015

Enhancements

Provider Portal 3.0 - Flag visits where a patient is checking in for the first time (at a kiosk)
Provider Portal 3.0 - Visit flag to indicate an appointment was created and checked-in after the visit was checked-in
Provider Portal 3.0 - Show all enabled demographics fields in the DemographicsChangedAtKiosk flag
Provider Portal 3.0 - Clicking on the patient's name will both open and close the "docked" details view
Administrator - Added Today's Balance feature toggling checkbox to Admin Payment tab for Registration Locations
Kiosk 3.0 - "Practice Name" will show on first slide (if not home "start" screen)
Reports - Visit search date now uses mm/dd/yyyy format
Reports - Added "Today's Balance Due" column to payments report

Bug Fixes

Highlights: June 04, 2015

Enhancements

Provider Portal 3.0 - Ability for users to see a specific patient's Eligibility History
Provider Portal 3.0 - Notification in Visit Details if the patient selected a "Reason For Visit" that caused them to skip insurance and/or payment
Provider Portal 3.0 - Ability to add a column for "Balance for Today's Visit" in the appointment list
Provider Portal 3.0 - "Today's Balance" is now visible in the appointment summary view
Eligibility - When submitting insurance for eligibility, coverage will be shown according to what service type code the benefits were run with
Reports - Best Postal Address can now be included in a visit export report
Kiosk 3.0 - New custom kiosk label for Primary Care Provider prompt
Kiosk 3.0 - Ability to turn on Express Check-In per registration location

Bug Fixes

Provider Portal 3.0 - Can resubmit eligibility requests after removing an existing group number
Provider Portal 3.0 - Insurance details pop-up window is able to correctly format data fields horizontally
Provider Portal 3.0 - Filter for visit service will no longer hide visits that were updated by an appointment created after check-in

Enhancements

Provider Portal 3.0 - Choice to save Visit/Appointment export as an Excel document
Provider Portal 3.0 - Updatable "Balance Due for Today's Visit" property on scheduled appointments
Provider Portal 3.0 - New Eligibility tab showing all recent eligibility requests per user per 24 hours
Provider Portal 3.0 - Search for patient and check eligibility without checking a patient in
Provider Portal 3.0 - Automatically close task window if last remaining task is cleared
Provider Portal 3.0 - Added quick check-in button on recently viewed patient screen
Provider Portal 3.0 - Ability to check eligibility from patient search tab
Provider Portal 3.0 - Setting to make insurance subscriber information required
Payment Processing - Calculate "Balance Due for Today's Visit" in visit patient bill
Kiosk 3.0 - When OCR fails when scanning the front of a DL, the kiosk will prompt to scan the back to read the barcode

Bug Fixes

Provider Portal 2.5 - Link for Admin Users to redirect to 3.0 portal has been fixed
Provider Portal 3.0 - Visit/Appointment search tables now sort date/times correctly
Provider Portal 3.0 - Insurance card images will be saved for unmatched patient check-ins
Provider Portal 3.0 - Insurance Icon in portal will update correctly when insurance is changed
Eligibility - When resubmitting without secondary insurance, tertiary insurance flags will be reset

Enhancements

Provider Portal 3.0 - Closing a window that was opened from a previous window will reopen the first window
Provider Portal 3.0 - Visit/Appointment Flag - "Possible Duplicate Patient Detected"
Provider Portal 3.0 - Filter Duplicate Patient List by patient last name, first name, or external ID
Provider Portal 3.0 - Clicking on Secondary Insurance Icon and then clicking the resubmit insurance button will automatically bring up Secondary Insurance tab
Provider Portal 3.0 - "Demographics Changed at Kiosk" and "Insurance Card Changed at Kiosk" flag details will show before/after kiosk check-in
Administrators - Administrators are able to add/remove/rename non-system roles and create custom roles
Integration - Demographics for current day's visits will not update with inbound integration message (such as performing a "Quick Reg" in PMS)
Kiosk 3.0 - Appointment estimated copay will not appear if Payment Processing is not enabled

Bug Fixes

Provider Portal 3.0 - Updating insurance from Self Pay to a listed payer will no longer show the Self Pay Icon
Kiosk 3.0 - Payment Review screen showing out of place "Amount due:" text has been fixed
Kiosk 3.0 - Outstanding Balance kiosk label now reflects what was set in the label
Kiosk 3.0 - Removing secondary insurance at kiosk will successfully remove secondary insurance from patient
Provider Portal 2.5 - Reason For Visit filtering now successfully loads Visit List

Enhancements

Provider Portal 2.5 - Administrators will be redirected to our new 3.0 portal when adding/editing user accounts and permissions/roles
Provider Portal 3.0 - User is able to manually set a copay to be collected at the kiosk for an appointment
Provider Portal 3.0 - Ability to view custom questions set up in the "Custom Form" with hyperlink in the Visit Details and Quick View
Provider Portal 3.0 - Tertiary insurance now available on manual check-in page
Provider Portal 3.0 - Patient ID is now viewable from the Visit List (setting found in the admin tab)
Provider Portal 3.0 - Renamed card image "Flip" button to "Rotate 180°"
Provider Portal 3.0 - Default Registration Location settings tab now shows a table, with each Registration Location listed, at the bottom of each mini-tab to sync each location with the default setting
Administrators - Possible Duplicate Patient search feature available for users with admin status
Administrators - Manual patient merge tool
Kiosk 3.0 - In the event of multiple appointment check-ins, with a payment at the kiosk, only a single CreditCardResponse will be published

Bug Fixes

Kiosk 3.0 - Kiosk will display the next appointment with local machine time
Kiosk 3.0 - No error message when patient edits a nine-digit zip code
Kiosk 3.0 - No error on DOB step when patient enters a name with an apostrophe
Kiosk 3.0 - Will not prompt to scan insurance card if this setting is disabled
Kiosk 3.0 - If "skip insurance" feature is turned on, there will be no prompt to scan an insurance card