Practice EHR Product Updates: November 2018

Practice EHR is always evolving and improving to meet the needs of the practices we work with. In this blog post, we will focus on what’s new and improved in the software. Read on for a review of our latest product updates, including new features and fixes that will be implemented at the end of November 2018.

Quick List

Front desk - set recurring appointments directly from the scheduler
Clinical - start a visit without a chief complaint
Reports - pull a list of patient birthdays with a new patient communication report
Billing - set a flag to delay patient statements from going out
Billing - input valid payer IDs with our new payer ID validation
Billing - review errors/warnings before claims have been set to ready to bill

Front Desk: Set recurring appointments directly from the scheduler.

Recurring Appt. 2 Recurring Appt. 3 Recurring appointments are now available under the “Book Appointment” dropdown in the Practice EHR scheduling calendar. You can now book recurring appointments for multiple weeks directly from here and an error message will appear if time slots are not available.

Clinical: Start a visit without a chief complaint.

Chief complaints are no longer mandatory to start a visit within Practice EHR. Users can leave the chief complaint empty and still start a visit.

Reports: Pull a list of patient birthdays with a new patient communication report.

There is a new patient communication report available in Practice EHR. The patient communication report is based on a patient’s date of birth and designed to make it easy for providers to pull a list of upcoming birthdays.

Billing: Set a flag to delay patient statements from going out.

There is a new “Set Flag” button under pending patient statement that will allow you to delay a patient statement from going out. This removes the statement from the queue and will recycle it back in after 30 days.

Billing: Input valid payer IDs with our new payer ID validation.

Payer ID numbers must be valid for a new insurance plan to be saved. The system will not let you add in an incorrect payer ID as it will automatically cross reference the number with our clearinghouse.

Billing: Review errors/warnings before claims have been set to ready to bill.

You can now run edits prior to marking the claim ready to bill and review for any errors or warnings. You can also now click the “Run Edit” button on the encounter form in the claim editing tab, and the edit will appear without auto-marking a claim ready to bill.