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Upcoming Release Features and Modifications - to be released June 20, 2018


VSP Authorization

  • VSP plan authorization transaction support in the Provider Portal.
  • Manual transactions and batched appointment transactions available.
  • Integrate the Authorization response to the patient management system/s.
  • *Note - VSP credentials are needed to enable

Custom Mobile Templates

  • Additional messaging and monies owed customization available in the Mobile 2.0 email templates.
    • Add messages for specific appointment services, appointment providers, or locations.
    • Add anticipated copay, outstanding balance, and/or visit charges to the email, notifying the patient of upcoming charges.

Payments in the Provider Portal

  • In addition to payment posting for non-API integrations, AdvancedMD and Athena non-CCP interfaces support payment posts from portal transactions.


Highlights From Latest Release - June 6, 2018

  • Card swipe device support in the Provider Portal

    • Using RetrieverMed payment vendor, a Magtek Dynamag USB payment device can be supported in the Provider Portal when collecting credit card payments.

    VSP Eligibility

    • Basic eligibility processing for Vision Service Plan (VSP)
    • *Note - VSP credentials are needed to enable:
      • VSP username and password
      • VSP Office ID and Office Phone

    Instamed Swipe and Hold Payment Support

    • Using Instamed as the payment vendor, the kiosk can be configured to get patient’s consent to hold their card information for future charges.
    • Additional logic can be enabled to only collect on applicable patient accounts.

All Release Notes




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