6.0 RELEASE NOTES 03/05/2019

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1 Area Area Details Description 6.0 5/08/18 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 General Financial Converter 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, 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. Practice Director Support

2 Code Code Code Code Code Code Code Code Code Office Codes Procedure Codes Adjustment Codes Payment Codes Credit Card Types Savings Taxes Right clicking on numbers in payment and ledger screens will allow you to jump to the invoice. 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. Practice Director Support

3 Code Gift Certificate Types Chart of Accounts Financial Transactions General Journal Period Management Security 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. 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. Practice Director Support

4 >Security >Security >Security > General >General Password Complexity Users Pin Resource Work Offices Action Log Gift Certificate Search 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. 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 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. Practice Director Support

5 Details 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. Details Removed Copy and Copy and Delete button. Details Tab Control Settings have been added to allow you to select which cells you tab through. TOS TOS (Type of Service) column has been removed as it is no longer used for claims. 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 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. Practice Director Support

6 Pay Now New Line Line Details and Transactions Tab Supplemental Claim Details Tab Notes Tab Transaction Tab Dispensary Orders Ledger Gift Certificate 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. 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. Practice Director Support

7 s s s s Header 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. 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 New Information has been added to the header. The top portion of the screen displays open invoices for an individual person and for Practice Director Support

8 Details Line Saved Check Payment Bad Debt and Collection Fee Header Search Payment and Adjustments New Claim Selection 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. 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. When selecting new you can select from Ready, Batched, and Closed Claims. Claim #, #, Status, and Insurance Information has been added to the selection dialog. Practice Director Support

9 Secondary and Tertiary Claims Save Primary, Secondary, and Tertiary claims can be posted with greater ease in the order of payment. 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. 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 Sex, Sexual Orientation, Gender Identity, Race, and Ethnicity Work Office section added Office Contact field. Practice Director Support

10 Financial Reports AR Reports Paid Production by Code Paid Production by Provider Insurance Adjustment 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 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 Practice Director Support

11 Receipt Tax Report MN Care Tax Calculation Transaction History Production by Provider Day Sheet Summary Patient Statement 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. 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. Practice Director Support

12 WG Statistics Patient Patient Receipt Lab Order Dispensary Sales by Type and User WG Stats Header Past, Family, & Social History Vitals Images Documents 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. 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. Practice Director Support

13 Coding Final Coding Final Options Promoting Interoperability Options Options Options Options Patient & Provider Portal 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 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. In the Options menu, removed Optometry and moved Immunization, Laboratory Order Entry, and Lab Test Reports to Other Specialty. Per 2015 Certification Patient Education for Lab Results, Medications, and Diagnostic Practice Director Support

14 is available through info button on the portal. Application Access Per 2015 Certification added Application Access API used for VDT and Provide Patient Access /15/18 Map Snomed Resolved an issue where the user was unable to map SNOMED codes saving the Documents Resolved an issue where the user would occasionally receive an error when viewing patient documents Coding/Final Resolved an issue where View/Copy History was not complete Edit Resolved an issue where patient payments using some credits caused locking Idle Patient Report The Idle Patient Report will now run without crashing WTTO Import Smoking Status When a patient enters a smoking status that does not match the pre-defined list, the importer will have to select the correct status /21/18 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 Practice Director Support

15 , Patient Payment, Insurance Remit Manage Sales Order/ Line Item Details Corrected wording of an edited line from Void to Reversed Patient Own Frame Patients own frame will no longer send a 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 Lens Added middle initial to spectacle and CL 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 Claims Management 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 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 Practice Director Support

16 Main Claims Management Resolved a rounding issue when multiple payments were applied Resolved an issue where the AR Report could AR Reports with As of Date 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 Report added to an invoice that was created from the dispensary screen Trizetto file will generate correctly for upload Trizetto Statements to clearinghouse /12/2018 User will no longer receive error for blank Code percentage or dollar amount, system will Admin>Savings autofill 0.00 We have created a financial transaction for General Journal Donation Gift Certificate, this transaction will /Gift Certificate Update Legacy Data Header and Supplemental Claim Details display in the General Journal Editing payment by gift certificate will result in balance being calculated correctly Added a new report: Open/Batched Claims with Deleted Lines report. This report will show you claims that have deleted lines, if not dealt with, you will encounter errors in Main>Update Legacy Data>Enter Pin>Select Next>Report will display Insurance stability and performance improvements Implemented character limits in Reference # 30 characters Supplemental Claim Details (Per NUCC Manual) Referring Physician 24 characters total UPIN 20 characters NPI 10 characters Box 10d 21 characters Box characters Statements Resolved an issue where the provider name was not always printing on statements Added a Void indication to the Print lookup and to the report /25/2018 Box 32 and 33 will now display full Save Print Image information in print image and not truncate if office name is long Practice Director Support

17 AOA MORE Registry Patient Health History New with and Dispensary Order We added SNOMED mapping as a requirement for CT. Mapping for SNOMED will no longer be required in this section for Draft exams Editing the exam to save as Complete = requires mapping Editing the exam to save as Complete Non-billable = requires mapping Editing the exam to save as draft = does not require mapping Insurance calculation, stability and performance improvements Resolved an issue where some invoices could not be saved if you selected to invoice an and Dispensary order together Legacy Taxes and Savings Calculation improvements /20/2018 Offices registered with AOA MORE will have access to AOA MORE dashboards and will send data on a weekly basis for quality measures. General and Options General Clinical Summary/CCDA Patients table at bottom of screen Non-Line Item Adjustment PD no longer requires that the server and workstation be set to the same time zone. Corrected issue where the correct patient language did not display Added a Net Paid column to the By Claim and By Patient view. Made improvements to Insurance edits and saving Moved Claim adjustment entry for items not associated with a line item to the summary section. Click on the link to add, remove, or edit adjustment. Hover over the amount to see adjustments PoS (Place of Service) Made corrections to tax/savings conversion calculations Resolved an issue where the PoS was not displaying the place specified in >Facilities Made corrections to tax/savings conversion calculations Practice Director Support

18 > Report Resolved an issue where the printed invoice displayed additional decimal places when savings was used. >Receipt Receipt The receipt report is available to print >Patient>Receipt /19/18 Made improvements to the performance of saving an EOB Payment User may now use an Insurance Credit as tender without error Add by Line Resolved add by line errors and corrected displayed amounts to show amounts due Resolved an issue where the user was unable to add a line to a saved invoice or create a new invoice after saving a previous one. Revenue Re-instated the Revenue Report Insurance Adjustment Made improvements to the performance of running report WG Stats WG Stats Report Corrected the calculation for Stat 3 WG Stats WG Stats Report Corrected the calculation for Stat 1 to report Period Management gross billings Enhanced the closing day calculation. This will prevent days and or months closing before desired date. General /14/19 Clinical Summary Correct the report to show all sections selected by user Daysheet Made performance enhancements for invoice line calculations. Paid Production by Provider Made performance enhancements Tax Report Summary and Made calculation enhancement to ensure Detail Summary and Detail totals match Add Claims Added a Patient lookup to New Claims and Add by Claim search Write-off Reversal Added the ability to create write-off reversals in the insurance remit screen /18/19 > Added the ability for the office to select the Code rounding method for taxes >Taxes Info Button Resolved permissions to prevent info button from being greyed out Practice Director Support

19 Menu Menu Menu Menu Menu Promoting Interoperability Reports Promoting Interoperability Reports Promoting Interoperability Reports Promoting Interoperability Reports Promoting Interoperability Reports Corrected the report name from Advancing Care Information to Promoting Interoperability Improved the calculation for Patient Education Added a notification that TIN is needed in Work Office VDT, Electronic Access, and Secure messaging will now calculate without error Added the option to run in the background Recall Vendor Access Added two factor authentications for Recall API access Service Line Fixed Rounding error for Patient Amount Tax and Savings General Manage Sales Order Financial Header Edit Security View Print Quote DOB, Credits, Recall, Appointments Statements WG Stat Report Editing Exams will no longer create a new invoice Fixed Tax and Savings recalculation for certain rate cases Performance and stability enhancements Renamed Password Complexity, Settings. Added a remote settings window Viewing Quote Report and resaving will no longer break the invoice link. Fixed Year display issue in patient related header sections Payments, pre-payment applications, are showing at bottom of statement (grouped by invoice if applied) in date order Stat #1 corrected stat to display Provider Adjusted Gross total /05/19 Promoting Interoperability Historic data calculation enhancements for Send Summary of Care CQM Reports Calculation enhancements for ecqm reports Practice Director Support