OVERVIEW OF UPDATES

AI-Powered Fax Suggestions

This feature will be rolled out in phases on selected clients.

What’s new

• Automatic AI suggestions for Patient, Document Purpose, and Link Document Type when a fax is received.

• One-click acceptance to auto-populate details in the Fax Received screen.

• New columns in the Fax Received Grid:

  • AI Patient: Suggested patient by AI.

  • AI Document Purpose: Purpose identified by AI.

  • AI Accepted: Yes/No indicator for acceptance.

• The system learns from accepted suggestions, improving future accuracy.

Use Cases

• A provider quickly links incoming referral documents to the correct patient record without manual searching.

• Administrative staff reduces errors by accepting AI-suggested document types, ensuring consistency.

• Clinics save time by having the system auto-learn and pre-fill documents for future use.

Navigations

Reports > General > Fax Received > Document Detail

Steps to Follow

1. Click on the Fax Received Date (hyperlinked) to open the Document received via Fax.

2. In Document Viewer, AI Suggestion is introduced, which shows the Patient Name, Document Purpose, and Link Document Type.

3. Upon clicking on the Accept button, the Patient Details, such as Patient Account # and Document Type, will be populated in the Select Patient and Document type fields as shown below:

4. Finally, click on the Link button to link the document with the AI-suggested patient.

5. The details will be populated in the Fax Received screen, as shown below:

After linking the Patient and Document Type, the details will be added in the Fax Received Grid, in the designated columns.

There are new columns added in the Fax Received grid/table:

• AI Patient: Displays the patient suggested by the AI

• AI Document Purpose: Shows the document purpose identified by the AI

• AI Accepted: Indicates whether the AI suggestion has been accepted or rejected (Yes/No).

In the enhanced Fax Received UI, the Fax Received date is now hyperlinked, allowing users to view and link documents directly with patients, reducing clicks and improving usability.

Moreover, once the user accepts the AI suggestions, the system will learn the Document Purpose and Document Type linking and will suggest the same for the next document. 

HCFA Docs & Visit Attachments - Enhancement

What’s new

• Visit attachments and HCFA documents are now automatically combined in a single step.

• One-click printing of both HCFA documents and associated visit attachments as a single PDF.

Use Cases

• Billing staff eliminates manual merging, reducing errors and saving time.

• Claims submissions are more accurate, minimizing payer rejections.

• Administrators gain a reliable, organized PDF record for compliance and auditing.

Steps to follow

Billing > Paper Submission > Plan Paper Submission

1. Visit the Billing Tab, and select the Paper Submission (Paper Visit(s) to be Submitted), as shown below:

2. Now select the Visits by checkbox and click on the Plain Paper Submission.

3. The system will populate the HCFA document at first and then the Attachments of the selected visits, as shown below.

4. Now, click on the Print button. The system will print the PDF of the HCFA document and visit Attachments.

Enhancement: In-House Lab Tests in Documents Tab

What’s new

When in-house lab test results are entered and verified, a Lab Test Results document is automatically created in the Documents Tab.

Results can be easily viewed, downloaded, or printed.

Use cases

Providers ensure verified lab results are instantly available in the patient records.

Patients benefit from quicker turnaround as results are organized and accessible.

Staff saves time retrieving lab results since they are automatically stored in the Documents Tab.

Steps to navigate

1. Click on the Patient > Lab and select the Test with In-House Lab Type.

2. Now order the Lab by clicking on the Order button, shown below:

3. The order lab test will be moved to the Waiting for Result bucket, where Results can be entered as shown below:

4. Upon clicking on the Enter Results, the system will populate the Lab Order Detail window, where Lab Results can be entered.

5. After entering the Results, the test will be moved to the Pending Dr. Review bucket, where the user can select the test and click on the Verify button, as shown below.

6. Click on the Verify button to verify the results.

7. After verifying the test, the system will add the Lab Test to the Documents, where the user can view, download, and print the document, as shown below.

8. In the screen below, the Lab test is visible, which can be downloaded and printed accordingly.