6.0 RELEASE NOTES 09/17/2018

Transcription

1 Area Area Details Description 6.0 5/08/18 General Financial Converter Once Practice Director has been updated to 6.0 via PDU, the first user to log in will be prompted to run the Financial Converter/Wizard. If you exit out of the converter you can relaunch by going to Main>Update Legacy Data. This step must be completed prior to the use of Version 6.0. We recommend completing after work hours so the converter can run overnight if needed. This is completed one time. New data structures will automatically be created from the legacy data. This is necessary to improve performance and accuracy of reports in the new system. The converter will build off existing data without changing or destroying it. If you have patients without a provider you will be prompted to match them to a provider. If the converter detects Insurance Payments to deleted Lines, you will receive a report with a listing of these patients. Contact support and they can help you determine if you want to correct these payments and how to correct. This step does not have to be completed to begin using Practice Director. General General Financial Subsystem, Ledger, Patient Payment, Insurance Remit All adjustments are connected to a work office and a provider. Double clicking on CPT or VCode will open Line Details which will show claims, patient payments, and insurance payments. Right clicking on Payments or EOB s will allow you to jump to the payment. Right clicking on numbers in payment and ledger screens will allow you to jump to the invoice. Practice Director Support

2 Code Code Code Code Code Code Code Code Code Code Office Codes Procedure Codes Adjustment Codes Payment Codes Credit Card Types Savings Taxes Gift Certificate Types Removed ICD-9 Diagnosis Tab as ICD-9 is no longer supported. Added a new area for financials of practice. Office Codes, Procedure Codes, Adjustment Codes, Payment Codes, Credit Card Types, Savings, Taxes, and Gift Certificate Types are maintained in this area. Added the ability to map the office code to a financial transaction. Added the ability to map the procedure code to a financial transaction. Standard Adjustment codes have been added along with the abilities to maintain your own and to map to a financial transaction. Payment Codes are codes used to record payments. Examples include Patient Prepayments, Gift Certificate Redemptions and Insurance Payments. This area cannot be modified. Moved from Code to Code. Moved from Code to Code. Savings types populate line item and total savings. Taxes have been moved here from Code. Enhanced the area: The user can enter as many taxes as needed. Taxes are created with name, percent, transaction mapping, whether the tax is based on Patient or Usual and Customary amount, and whether the tax is calculated before or after savings. User may specify which codes are taxable for auto calculation on the invoice area to Add and Edit gift certificate types including maintaining expiration term and indication of whether it is a donation. Practice Director Support

3 Chart of Accounts Financial Transactions General Journal Period Management Security Listing of the names of the accounts that a company has identified and made available for recording transactions in its general ledger. It is used to organize the finances of the entity and to separate assets, liability, equity, revenue, and expense. We have created a default chart of accounts that provides a set of account numbers and titles for all accounting transactions. We have created default transactions to specify debit and credit accounts within the chart of accounts for financial activities. The point of entry of business transactions into the accounting system. It is a chronological record of the transactions showing an explanation of each transaction, the accounts affected, whether those accounts are increased or decreased, and by what amount. We have created an area for you to close out your day and/or month. Month close is mandatory to maintain accounting integrity The Month can be set to auto close on your selected day. This is an enhanced system of authorizing users for access to modules. In accounting areas, the additional option to require a PIN for create, edit, and delete can be activated to track who made changes, if the PIN is not required then the logged in user is tracked. >Security >Security >Security Password Complexity Users Pin Resource Password Complexity has been moved from General Admin to Security. The Users area is used to establish a user name, password, and PIN for you and your staff members. Allows you to determine who the system will record actions under and whether a PIN is required to complete the actions. Practice Director Support

4 > General >General Work Offices Action Log Gift Certificate Search The areas with the finest tracking are located in the Areas. Added Tax ID Number (TIN), this is used for Group MIPS reporting. Per 2015 Certification Action Log tracks various, Portal, and changes. Within Practice Director you will be able to create, track, and apply gift certificates. When creating, editing, or deleting invoice, the invoice line details will post amounts to appropriate Chart of Accounts categories. The General Journal is used to track these transactions. Search has been improved to search by typing in field without clicking on a lookup. If user desires they can use the previous lookup and click on magnifying glass next to search field. Header View View Select Dialog Details Details Details TOS The Header has been updated with additional fields. Select has been removed, users can now locate saved invoices through the Search or by selecting View. More information has been added to Select to help identify the invoice. The new columns include Total Billed, Patient Balance, and Insurance Balance. The Add Line and Remove Line have been moved under diagnosis above the service lines. The diagnosis add and rearrange has been move to the right side. Removed Copy and Copy and Delete button. Tab Control Settings have been added to allow you to select which cells you tab through. TOS (Type of Service) column has been removed as it is no longer used for claims. Practice Director Support

5 Details Columns Service line details have been updated to allow easier data entry and additional columns have been added. Procedure and Modifier The Procedure and Modifier fields have been separated to work more like in the, for easier data entry. Diagnosis and Insurance ^ has been added to populate all lines with Columns the same information. Insurance Tertiary Insurance fields have been added. Savings Line Item and Total Savings can have a reason associated Line and Total savings can now be edited after save (as long as the claim has not been batched or paid) and will recalculate appropriately. Use the ^ at the bottom of the invoice to apply total savings PoS Link (displays once invoice is saved) Totals Line Pay Now New Line Line Details and Transactions Tab Place of Service now displays the identification number and the description. Added a Link Column When an or dispensary order is selected to bring charges forward to an invoice and then saved, the saved order will reflect the linked information. Hold your cursor over the checkmark to view. will show the exam number. Dispensary will show the order number and details about line item. Totals for the invoice are displayed across the bottom of the screen. Functionality has been added to allow payment of the invoice in full prior to save of the invoice. Select Charges dialog now has the ability to import charges from the Gift Certificate module. Resolved a rounding issue where the system incorrectly rounded pairs when the individual item ended in an odd number. Rounding is now to the third decimal Double clicking on the CPT code will open the details tab and show additional information about payments and activity to the line. Practice Director Support

6 s s Supplemental Claim Details Tab Notes Tab Transaction Tab Dispensary Orders Ledger Gift Certificate s s Header Patient Info has been renamed Supplemental Claim Details. Date of Illness, Illness, Injury, and Pregnancy radio buttons have been removed as they are no longer used on claims. Notes can be edited independently of the invoice details tab. The Transactions tab has been reformatted to show more detail to the user. Dispensary order can be split onto different invoices. Send a dispensary order with multiple lines to invoice select the order and then remove two lines. The next time you select new in the invoice screen you will be prompted for outstanding order and can invoice the additional lines. The ledger has been re-formatted to display more detailed information. Patient and Insurance balances display in one view. The user can use Detail or Summary. The ability to sell, track, and use gift certificate has been added to the system. The GC module allows you Sell, Track, and Expire. The screen has been restructured for easier payment distribution, better history, the ability to roll amounts back to insurance, the ability to adjust amounts, and to apply payments via line items. When creating, editing, or deleting payments the payments will post amounts to appropriate Chart of Accounts categories. The General Journal is used to track these transactions. Search Search has been improved to search by typing in field without clicking on a lookup. Practice Director Support

7 If user desires they can use the previous lookup and click on magnifying glass next to search field. s Header Header Posting Date = The date the financial transaction was entered into the system. Reports are off of the posting date. *Dates must be today s date or prior Memo the memo field has been moved to the left side of the screen and can now have a customized list of memos that can be maintained from the settings wheel. Payment field has been moved to the header. Add payments by clicking the + button Cash, Check, Credit Card and Debit Card will always display. PrePayment, Gift Certificate, and Patient Credit will display as options when available Right click to Pay in Full Header s Details Line New Information has been added to the header. The top portion of the screen displays open invoices for an individual person and for family members (if Include Guaranteed Patients is checked). The details area, allows you to pay by line item rather than invoice. This also allows you to roll one line to insurance rather than all lines. When an is selected at the top of the screen, the individual service lines will appear in this area. When you double click on a line Line Details dialog opens and shows you details about the line, insurance, and payments. User can right click on invoice number and select to jump to invoice. Practice Director Support

8 Saved Check Payment Bad Debt and Collection Fee Header Search Payment and Adjustments User has the ability to mark a check as Non-Sufficient-Funds (NSF) by right clicking on the check and selecting Mark-Non-Sufficient funds. Charges are reversed and a Fee can be accessed. Added the ability to write off amounts due to collection fees and bad debt. The Insurance Payment screen has been renamed. The screen has been laid out in a way that more closely mirrors an EOB. More information has been added to each line and more views for selecting your preferred posting view, Claim, Patient, Full Detail Search has been improved to search by typing in field to search EOB #, Claim #, Check #, EFT #, #, or Patient. Payment and Adjustments have been added to the header of the Insurance Remittance screen. User can apply, Check, EFT, Credit Card, and Insurance Credit payments. New When selecting new you can select from Ready, Batched, and Closed Claims. Claim Selection Claim #, #, Status, and Insurance Information has been added to the selection dialog. Primary, Secondary, and Tertiary claims can be Secondary and Tertiary posted with greater ease in the order of Claims payment. Save Added the ability to save the payment as a draft. Negative Amount Added the ability to create Insurance Credits. Adjustments Added the ability to have multiple types of adjustments and rollovers on each line. Deductible and Copay The Deductible and Copay amount should always be entered, even if it was entered on the invoice screen. Returns Search Search has been improved to search by typing in field without clicking on a lookup. Practice Director Support

9 If user desires they can use the previous lookup and click on magnifying glass next to search field. Returns Returns Created a new layout for the returns screen. Returns Header More information has been added to the header. Returns Service Line Returns will be credited to the insurance companies that have paid. Returns Service Line Double clicking on the CPT or VCode will display the Line Details. Returns Refund Now Refund Now has been added to Refund the Return to the patient. Search has been improved to search by typing in field without clicking on a lookup. Refunds Search If user desires they can use the previous lookup and click on magnifying glass next to search field. Refunds Refunds Created a new layout for the Refunds screen. Patient Demographics Insurance Tab When adding or editing an insurance company, the Co-Pay options have changed to Patient or Allowance. Per 2015 Certification requirements the following have been added or modified: Patient Demographics Demographics Tab Financial Reports AR Reports Sex, Sexual Orientation, Gender Identity, Race, and Ethnicity Work Office section added Office Contact field. Added orientation options of Landscape and Portrait to financial reports Expanded/wrapped Patient name to display patient full name Middle Initial has been added to patient name. All of the AR reports have been updated with: As of date Page numbers Added ability to run AR Detail by Office Can be ran by Net, Payable, or Receivable Practice Director Support

10 Paid Production by Code Paid Production by Provider Insurance Adjustment Receipt Tax Report MN Care Tax Calculation All 4 AR report totals will match when run for the same parameters New Report used to see insurance and patient payments and credits by code. The user can select how to Group and the Group order when running the report. It can be run by summary or by detail. Improved the Paid Production by Provider Report. All payments in the system are now linked to a work office, provider, patient, invoice, invoice line item This report will match the Receipts Report. The insurance adjustment search parameters have been expanded to include search by a specific code. The report has additional columns for: Work Office EOB number number Date Provider CPT Code Report totals show totals by insurance company, Provider, Work Office, and Net Totals Formerly known as the Cash Report this will be used for your daily deposit. Search Parameters include option to Group Dates Payment Method Tab, user can specify the payment methods that display on the report The tax report has been enhanced for better tax reporting. Additions include the ability to run by Detail or Summary. The Paid Production by Provider Report can be used along with MN Care Tax Worksheet. Practice Director Support

11 Transaction History Production by Provider Day Sheet Summary Patient Statement Patient Patient Receipt See Instructions on Client Documentation site or call support. Added parameter to run by Provider. When report is run for one office, the Work office information will display in the upper left corner. Updated the report with additional information: Date - date of the transaction Reference displays EOB, Return, Location displays Work Office Total Amount The Day Sheet summary will give a snapshot view of activity for desired period of time. The patient statement has been laid out with an easier to read format. Payments, write-offs, and rollovers are listed below the code they were applied to. Adjustment reasons along with statement notes flow to the report. Family statements show totals for each family member. Full inventory descriptions display when the invoice was created from dispensary order. The patient invoice has been laid out with an easier to read format. Date column has been added Full inventory descriptions display when the invoice was created from the dispensary order. Payment information displays in full with details under the line it was paid on. Insurance payment and write-off information will display on the report under the line it was paid on. The patient receipt has been removed, the functionality is satisfied within the report. Practice Director Support

12 WG Statistics Lab Order Dispensary Sales by Type and User WG Stats Header Past, Family, & Social History Vitals Images Documents Coding Final Coding Final Options Promoting Interoperability Updated the Lab order report to reflect multiple invoices if the order is split between multiple invoices. The reports have been updated to exclude patient own frame and patient own lenses. Updated stats 1, 2, 4, and 5 to match updated financial calculations. Per 2015 Certification, added Devices button below Medications. When launched the user can track a listing of patient implantable devices. Per 2015 Certification Patient Health History added the requirement to map problems to Snomed codes. Per 2015 Certification added a collapsible section of Additional Vitals Added fields for Dialysis Education and Dialysis Other Services along with snomed mapping Per 2015 Certification new or edit, lab result drop down will populate with lab results if they have been imported through lab test reports. Per 2015 Certification added a field to record Hyperlink External Link. Per 2015 Certification added collapsible Health Concern section. Within this section Health Status Observation and Problem Related Concerns can be added. Per 2015 Certification added Reason for Referral lookup and comments section. Added additional reporting options to the Promoting Interoperability and Promoting Interoperability Verification reporting search criteria, including support for 2018 ACI 2018 ACI Transition 2017 ACI Transition Stage 3 Medicaid 2017 Modified Stage 2 (Medicaid) For ACI measures added the ability to report by TIN and one or all providers Practice Director Support

13 Options Options Options Per 2015 Certification Transition of Care, Reason for Referral notes entered in the will flow to the TOC screen and they will be sent with direct . Per 2015 Certification TOC View>Transition of Care> Section Order Editor allows you to re-arrange the order of the sections and also to limit the number of viewable sections. Per 2015 Certification Data Export takes the place of data portability allows CCDA s to be exported by All, Active, Inactive, Single Patient, By Last name for specified provider/s and by start and end date. You can create a schedule for this to re-occur by itself. WTTO Import In the Options menu, removed Optometry and moved Immunization, Laboratory Order Options Entry, and Lab Test Reports to Other Specialty. Per 2015 Certification Patient Education Patient & Provider Portal for Lab Results, Medications, and Diagnostic is available through info button on the portal. Per 2015 Certification added Application Application Access Access API used for VDT and Provide Patient Access /15/18 Resolved an issue where the user was unable Map Snomed to map SNOMED codes saving the Resolved an issue where the user would Documents occasionally receive an error when viewing patient documents Resolved an issue where View/Copy History Coding/Final was not complete Resolved an issue where patient payments Edit using some credits caused locking The Idle Patient Report will now run without Idle Patient Report crashing When a patient enters a smoking status that Smoking Status does not match the pre-defined list, the importer will have to select the correct status /21/18 Practice Director Support

14 Chief Complaint Resolved issue where more than one complaint could be indicated as chief Conversion Tool Conversion Tool Enhanced the conversion tool for legacy global savings and sales tax calculations Spectacle Prescription and Resolved an issue where the user was unable to print the spectacle prescription Vision Web Vision Web Send Resolved an issue where the user was unable to send Vision Web orders to the lab /31/18 Financial Transactions and Chart of Accounts Added a Close button in the lower right corner of the screen Lists User will no longer receive an error when they enter a description and then use the enter key to move to the next line Habitual Contact Lens RX The Copy Final RX button will now display the History correct information for OD and OS lens Converter Converter Made enhancements to the financial converter Loading and Saving Made performance enhancements to loading and saving performance Save Work and Apply Made enhancements to keep user from selecting multiple times Search Typing in number in upper left corner will return correct results Search Result sorting is not by number not digit, Patient Corrected wording of an edited line from Void Payment, Insurance Line Item Details to Reversed Remit Manage Sales Patients own frame will no longer send a Patient Own Frame Order/ quantity and $0.00 price to invoice CL Order Report CL Order Report CL order report will correctly display invoice number Provider Portal Provider Registration Improved registration when office practice name includes underscore Paid Column caret When selecting the caret to populate all information will appropriately fill in Various Areas Spelling Error Corrected the spelling of Accommodative throughout PD screens and reports Run In Background Added details about the report Spectacle and Contact Added middle initial to spectacle and CL Lens Prescription reports Report and Letter New vitals added for 2015 CT now display on the reports WTTO WTTO Import Corrected an issue where the WTTO import would warn of no zip code even though one was entered /17/2018 Practice Director Support

15 Claims Management Insurance Remit Dispensary, Patient Payment General >Insurance Companies>Insurance Plans Lock Batch Status Fundoscopy Notes Adjustments, Action Spectacle Order Actions Marking Pre-Payment Check as NSF Patient Balance Header AR Reports with As of Date Report Trizetto Statements Removed the Auto Bill to Secondary checkbox. The checkbox was removed as it did not have attached functionality The delete button is now enabled to unlock an exam Batched claims removed from removed from EOB will have batched status Resolved an issue where long notes caused the notes field to display off of the page, resulting in the user not being able to read all of them Will no longer display inactive insurances as a rollover option Users can now update patient own order status without receiving erroneous error about breaking dispensary link System will pull work office from Patient Payment Screen when completing Pre- Payment, the Pre-Payment can then be marked as NSF if needed The patient balance will display correctly if payment was made and then insurance specified a different amount due Resolved a rounding issue when multiple payments were applied Resolved an issue where the AR Report could not be run with an as of date because of the sale of a donation gift certificate The invoice report will now show notes when added to an invoice that was created from the dispensary screen Trizetto file will generate correctly for upload to clearinghouse Practice Director Support