Please silence or set your devices to vibrate in respect to others in the room

Terminated Plans Removed from Existing Future Appointments

A termination date has been added to the trigger to determine if a plan has been terminated and invalid for the date of the appointment. If the plan has been terminated, it will be removed for future appointments.

Archive Old Appointment Templates from the Day List or Week List

An Inactive checkboxcolumn was added to the Day List and Week List windows.

Archive Old Appointment Templates from the Day List or Week List

You can then toggle the list to displayonly active templates

Archive Old Appointment Templates from the Day List or Week List

The system prompts the user if a template is currently in use.

Enhanced Hover Text Information for Appointments

Hover text has been enhanced to display more information in all Appointment views in the PM, as well as in the Check-In/Out area.

Auto payment Exception Report to go to Review Most Recent

A prompt has been added when printing the Auto payment Exception Report to save the report for later viewing in Utility > Review Most Recent > Exception Report.

New Credit Card Payment Plan

This new feature allows the practice to set up a credit card payment plan for the patient for any outstanding charges, or to set up a plan for a specific recurring dollar amount. The user must perform some setup in the PM with Moneris eSelect-Vault in order to post payments and adjustments correctly using credit card capability. A checkbox has been added to “Activate Credit Card on File Option. This is for Patient Responsible sequences only.

When active, only the Credit card payment plan tab is visible and active on existing patient, and only after the patient has a patient ID when adding a new patient.

Fields on the Credit Card Payment Plan tab

Payment Plan – Allows the user to name the plan with an entry in this field. Users can also choose from existing plans in the drop-down for consistency. A Payment Plan label in the left pane reflects the current plan name.

Payment Card – Clicking this icon will bring up a list of previous credit card transactions. The user can select from this list the proper card associated with a transaction to use for the payment plan transaction. The system will only store the association to the transaction information on the new tab. The credit card details are not stored.

Active – A checkbox to control whether the plan is active or not. Only active plans are included in the nightly processing job. Once the balance reaches zero, the payment plan becomes inactive automatically.

To enter new credit card information, click the Enter Credit Card Info button. This will open the Credit Card Vault Profile,

Users can add multiple payment plans to a patient. By right-clicking on the left pane, one of two selections can be made from the pop-up menu

Add New Payment Plan - will add an entry to this left pane and will add a blank payment plan on the right.

Remove Payment Plan -will remove the plan where ‘____’ is the name of the plan, similar to adding and deleting plan sets on the Plan Sets tab.

Recurring Period - *Required field. This allows the user to select the type of recurring payment represented by this payment plan.

Monthly – When this option is selected, several choices are displayed in the Recurrence section of the window. This allows the user to enter how many months make up the period (e.g., every 1 month, every 2 months). It also provides two choices for selecting the day of the month: using the drop-downs or selecting a specific day. The Monthly option processes the Payment Amount beginning on the date entered in the Start Date field.

Sequences must be associated to the Payment Plan, except in the cases where “Balance” is selected in the Recurring Period drop-down. Clicking the Associate Sequences button will open the Associate Sequences window to display all patient-responsible sequences with balances.

Billing Module Changes

The billing for these automatic payments occurs in a job that runs every night at the practice at a random time between 12:00 am and 6:00 am.

A System Note Transaction Detail, similar to statement note, is added when the patient’s automatic payment is processed

A job runs every night (at a random time between 12:00 am and 6:00 am) for any amounts due that day:

If there is a day sheet already created for that day, the system will post the CC payment to that day sheet.

If there is no day sheet created for the day the transaction occurs, the system will create a day sheet and post to the new day sheet.

The system creates a user called ESPayments for the transaction

Report Module Changes

A Credit Card Payment Plan report has been added to the Reports > Management menu with the following report options:

• Payment Date range: This is the date the payment was processed and/or when the payment is due to be processed in the future (depending on the date(s) the user chooses in this field).

• Patient: Normal patient list

• Active: Displays only details from the patient payment plans with a check mark in the Active checkbox

• Report Columns: Patient Number, Patient Name, Patient Plan Name, Recurring Period, Start Date, Next Payment Date, Last Payment Date, Payment Amount, Recurring #, Recurring # Remaining, Total Plan Amount, Total Plan Remaining and Postings.

Credit Card Payment Report

Payment Date range

Patient

Active Payment Plan

Report Columns

Ability to Search by Payer ID within the Plan List Search

An additional column has been added to the Plan List (Maint > Plan) for the Payer ID associated with the plan from the Payer ID field on the Plan ID tab.

The Payer ID has also been added to the current Based On search capability.

Import a Carrier’s Fee ScheduleA new utility was added that allows practices to import a carrier’s fee schedule via a csv file. This updates the Procs Allowed and Plan Allowed tabs.

New Mail Merge Fields Added

Mail merge fields have been added to Superbill, Patient Letter, Appointment, Referrals, Recalls and Sequence merge letters, Payment Plans and others. This change will allow for more mail merge options in all of the above listed areas

Insurance Information Change Triggers Added

An update trigger has been added to the Plan Sets tab within Patient Detail to allow for more demographic changes to be sent to the EMR. This will trigger when a change has been made to the following fields on the Plan Sets tab – Policy Holder Information: Relation, NP Entry, Insured Last Name, Insured First Name, Insured Address, Insured Zip, Insured Phone, Insured Sex, Insured DOB and Insured Employer.

Expanded Practice Insight Change Log Fields

When a change is made to a claim by Practice Insight, 14 possible changed fields are sent back to the PM. We have increased this number to 47 fields.

These new additions can be found in the Update Guide

Questions?

Please contactCeleste Tasker, Supervisor of Training and

Implementation(330) 758-8832/ext. 2316974

Celeste.Tasker@henryschein.com

For Additional Training: