November 15th, 2014
Dear Practice Perfect user,
We are pleased to announce the official release of Practice Perfect EMR + Management
Software Version 2.0 R417 Please review the attached list of new features & benefits
carefully.
Integrated credit and debit card processing is now available within Practice Perfect!
Call our support department or email us at [email protected] for more
information.
This update also includes changes required for Ontario’s HCAI update as of November 1st, 2014.
REMEMBER, BACKUPS MUST ALWAYS BE MADE BEFORE PRIOR TO
PERFORMING THE UPDATE.
UPDATES CAN TAKE TIME TO COMPLETE - BE PATIENT AND PLAN
ACCORDINGLY – DO NOT INTERRUPT AN UPDATE.
PLEASE CONTACT OUR SUPPORT DEPARTMENT FOR ASSISTANCE IF YOU ARE
AT ALL UNSURE OF THIS PROCESS.
If you have any questions, please do not hesitate to contact our support department at (877)
510-7473.
Thanks again for your continued support!
Yours truly,
Steven Presement,
President
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Practice Perfect EMR + Management System software
January – November 2014, Versions R370-R417
Modification Listing
General & Setup:
Credit & Debit Card Integration
Credit and debit cards can now be processed directly
within Practice Perfect without requiring a separate
terminal and double entry. Credit cards information can
now also be securely retained for future use. Please email
us at [email protected] or contact our
support department for more information (R384).
The ability to accept credit cards from payors, and not
just clients, has been added (R391).
A new tick box entitled Don’t retain credit card info has
been added to the top of the Client, Payment Info tab – if
selected, Credit Card information, either manually
entered or through the new integration, will not be
retained (R394).
Blue Side Bar
Intermittent issues with this info created by release R384
have been corrected (R385).
The # of Future visits is now displayed in the blue sidebar and issues with phone #’s not showing intermittently,
introduced in R415, have been corrected (R417).
Blue Header
A new setting under Settings, Customize Notes entitled
Show Last Updates has been added. If selected, the last
update date for the client and incident records will be
displayed in the blue header (R388).
A new setting under Settings, Customize Notes entitled
Show Client Balances from all Incidents has been added.
If selected, the total of the unbilled and unpaid amounts
from all incidents will be combined and displayed instead
of just the current incident for the specific client (R388).
PQRS/Functional Limitation Reporting
(US Only)
All PQRS and Functional Limitation Reporting score entry
automation and reminders have been implemented
(R376).
Additional PQRS and Functional Limitation Reporting fixes
(R377, R378, R379).
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The Service Date was coming up as 12/31/1899 if
PQRS/FLR entries were being forced prior to any services
being entered – this has been corrected (R378).
PQRS codes requiring entry at time of Re-Eval (eg; CPT
97002, 97004, etc) have now been automated (R378).
The forcing of Initial & Interim PQRS/FLR G-Code entry
during service entry was sometimes not working, this has
been corrected (R379).
The count indicating the Visits since last functional report
has been set to include the testing visit as visit #1 and
not the subsequent visit as #1 (R383).
All
2014
PQRS/Functional
Limitation
reporting
modifications have been made. Key changes include the
PQRS Medications (#130) reporting with each visit,
additional of Measure #317 for Chiropractic and the
removal of several measures that have become registrybased (R397).
PQRS/Functional Reporting can now be forced for any
payor by selecting the new PQRS/FLR reporting is
required… tick box found under Payors, Data preferences
(R395).
All invoice formats will now report charges in the
following order: Regular CPT code, Functional Limitation
Reporting codes and then PQRS codes (R397).
Additional changes to the handling of PQRS measures
#317, #131, #130 and #182 were implemented.
Measure #245 was added (R399, R402).
The automated 10th visit recording of Functional
Limitation Reporting was not working when a daily PQRS
code was also required – this has been corrected (R400).
PQRS measures #182 and #131 are no longer deemed
as being required with each visit (R405).
The Billing Provider for PQRS/FLR charges was not
necessarily defaulting correctly (caused in R405), this has
been corrected (R408).
When entering new PQRS Measures for a client, you
could not begin the entry with a “#” sign, making dropdown entry difficult – this has been corrected (R410).
PQRS measures that are required to be entered at each
Re-Eval were also coming up for entry every 10th visit,
which is incorrect - this has been fixed (R412).
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A new option that prevents the daily services from being
stored if the associated PQRS/FLR codes are not entered
has been added. Basically, if Cancel is clicked during
PQRS/FLR entry, the other services for the day will be
removed. This new option can be found under Settings,
Other Settings and is entitled Enhanced PQRS/FLR
Protection (R410).
Physicians
Job Title will now be included in the exported version of
the Physician Listing report (R381).
The Website field has been added to the Physician record
(R391).
The Physician Listing now also contains the Postal/Zip
Code (R415).
Job Title will now be included in the printed Physician
Listing report (R416).
Other Contacts
The Website field has been added to the Other Contact
record (R391).
The Other Contact Listing now contains additional
address and phone # information (R415).
Payors
Each Payor’s Fax # will now appear on the Payor Listing
(R415).
Physiotec
The integration with the Physiotec Home Exercise
software is now based on the client’s treatment location
(so that Physiotec will require notification if you are
treating in multiple sites) (R388).
Security
To prevent accidental overwriting of therapist schedules
in multi-location facilities when changes are made, a new
security option entitled Allow to copy resource schedules
to other locations has been added to the Security Actions
tab (R391).
Two new security settings have been added – Can
complete and sign documents & Can complete and sign
other provider documents. Until now, these traits for the
documents had been inherited from the same Progress
Notes settings – they have now been broken out on their
own (R415).
Diagnostic Codes
A new column has been added to the Diagnostic Code
listing allowing the user to indicate if the code is a
member of the ICD9, ICD10 or Other code sets (R391).
Web Scheduling
A new interface has been developed allowing users to
view and modify their schedules using their web
browsers on any web-enabled device (eg; iPads, etc).
You will require the assistance of our support department
to enable this new service (R390).
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The forcing of comment entry on cancels and rebooks,
the correcting of hanging issues and the respecting of the
Auto Charge settings (for Arrived and/or Completed
appointments) have also been implemented on the new
web-based scheduling (R392).
The F4 pop-up box
Some Windows 7 users have reported that the F4 popup box on the scheduler does not always appear
correctly. This seems to be a very specific issue related to
only a few users on Windows 7.
Auto-logout
Under Settings, Other Settings, an Auto-logout After # of
minutes can now be set for each user – the default is
blank meaning that auto-logout has been disabled. If a
duration is set, the user will be logged out automatically
after the specified # of idle minutes (R398).
All report, invoice & document headers
All report, invoice, documentation and statement headers
will now include email and website information for the
facility (R398).
Clients:
Defaults
The default for the Auto Call Phone and Auto Text Phone
fields for each client can be set under Settings, Other
Settings in the General tab (R391).
Client Listing
Client Age & Race have been added to the exported
version of this report (R381, R383). Diagnostic Codes will
now be exported in the correct order as they appear on
the Incident, Statistics tab (R384). Extra characters in the
zip/postal code export have been removed (R386).
The date filtering options have been reworked for this
report and it is now possible to print clients who are
active (ie; have services recorded) during a specific date
range (R381).
Client Record
Birth Date and Gender have been added to the Guardian
tab for each client record. This information is then
transferred to the Policy Holder information section
automatically if the Guardian is selected as being the
Policy Holder (R381). Issues surrounding dropped
Birthdate and Gender info caused by R381 have been
corrected (R382).
A new field called Race has been added on each client’s
Demographic tab. This is a drop-down field that can be
populated under Housekeeping, Contacts, Race (R381).
US Only: A new Place of Injury field has been added to
the Incident tab for use with Auto Accident clients. It
contains a drop-down of States and will appear on the
HCFA-1500 forms in the appropriate position (R395).
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On the Treatment Plan tab, a new section called
Frequency has been added to track compliance, number
of visits per ‘x’ # of days, etc – reporting and more
information to follow (R408).
The Deductible and Co-Pay Show Only boxes (found on
the client Billing Rules tab) can now be set to be ticked
by default for new client entry. To turn on this new
default, visit Settings, Customize Accounting. A new
section at the bottom of this panel will now appear
entitled Default Billing Rules where these options can be
set (R406).
The Authorization # field in the Treatment Plan tab has
been expanded (R411).
Two new status have been added to the Employment
Status field, as follows: Full Time Employed Modified
Duties & Part Time Employed Modified Duties (R415).
Client Profile Sheet
Client Drivers License information has been added to this
report (R372).
Race has been added to this report (R383).
An option to Include intake info has been added to this
report. If selected, all of the information from the
Incident, Intake tab will be printed on the Profile Sheet
(R383).
A new option has been added entitled Include Client
Comments. If un-selected, the blue-header user-entered
notes for the client will not be included in the Profile
Sheet (R392).
The username and date of all client notes will now be
included on this report (R405).
Billing Rules
(US Only) Available units (Total Units and Units per Day)
will no longer be reduced for charges with a fee total that
is either $0.00 or $0.01 – this is to address the unit value
associated with PRQS and FLR codes which should not be
reducing the total availableunits (R392).
Authorized Providers & Security
A new tab has been added under the Incident panel
entitled Auth Providers. In this tab, you can add a list of
Providers authorized to access the client’s information as
setup in the security settings. Any provider listed on this
tab will be treated as if the client is theirs and not just
the Managing Provider’s (R400).
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Invoices, Payments & Service Entry
Client Activities by Service
ALL services on each Client’s Activity by Service screen
can now be expanded at once by clicking on the Expand
All
icon on the column title line of the screen. The
detail can be collapsed by clicking on the Collapse All
icon which will appear in the same position (R381).
Pressing the F4 key while highlighting any specific
service line will now pop-up a box containing Diagnostic,
Body Part, Injury and Modifier codes associated with that
charge (R392). The username who entered the charge
will now also be displayed (R404).
Transferring of Charges
US Only: $0 charges (eg; PQRS/FLR codes) were not
being transferred to subsequent payors if those payors
had an EDI billing style – this has been corrected (R382).
Services transferred between incidents will no longer
have any previously unapplied payments transferred, as
well (R404).
Fee Code setup
Under Payor Rates, if For Predictive Use Only was
indicated then that Fee could not be disallowed – this has
been corrected (R384).
Payor Rates will now be listed alphabetically by payor
(R406).
Invoices/Receipts
When producing invoices/claims, an additional option to
select the Fee Type for which to invoice been added
(R374).
Claim # information is now being stored with the invoice
meaning that reports and invoice reprints will contain the
correct Claim #, based on time of invoicing, and not the
current Claim #, if it has changed (R372).
(US Only) A new option, under Settings, Customize
Invoices for all Generic Invoice/Receipts entitled Show
Modifiers has been added. If selected, Modifiers will be
included on these invoices (R400).
A new option has been added allowing the user to copy
the current Policy, ID, Group and Claim identifier
information to previously created invoices, generally for
reproduction or resubmission. This is performed from the
client record, under the Policy/Claim tab using the new
Copy Policy/Group/ID/Claim #’s to old invoices button
(R391). Please note that once performed the changes
cannot be reversed.
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The newer Do not invoice charges with incomplete daily
notes option (under Payors, Billing Preferences) was
using the transfer date as its trigger, not the original
treatment date – this has been corrected (R397).
A page-size issue introduced in a recent update has been
corrected (R400).
Diagnostic Codes listed on generis invoices will now
appear in the order that are listed on the Incident,
Statistics tab (R405)
A new option has been added to the Payors, Billing
Preferences tab entitled Hide patient information. If
selected, all generic invoices for this Payor will only show
the client’s File # in the invoice header without any other
identifying information (R404).
The ‘Behalf of’ phrase was sometimes appearing on
generic invoices incorrectly – this has been corrected
(R405).
Fee Descriptions containing the “#” symbol were being
truncated, this has been corrected (R407).
When preparing individual invoices, a new option entitled
Email appears next to the Print, Preview and Cancel
buttons. This can be used to email invoices directly to
clients. The setup for this new function can be found
under Settings, Customize Email Appointment/Invoice
notification (R404).
The Email button will now only appear for clients who
have an email address on-file. If multiple clients are
flagged and even one does not have an email address on
file, the Email button will be disabled (R407). The Email
button will also be disabled if all flagged invoices are not
of the Generic style (R410).
Receipts
Long Provider Name & Registration information was
being ‘cut-off’ on the receipts – this has been corrected
(R400).
Payors (US Only)
Next appointments shown on invoices/receipts will now
reflect the soonest date based on all incidents, not just
the current incident (R381).
A new option under each Fee Code in Payor Rates tab
now allows for the inclusion of the actual service
description on HCFA, eHCFA and EDI837 claim formats.
This new option is entitled Include description on
HCFA/eHCFA/EDI837 and should only be used if
instructed to do so by a specific Payor (R388).
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Also under Payor Rates, a new option entitled Ordering
Provider required has been added. If this specific item,
usually a DME, requires an ordering provider to be
included on the EDI837 invoice for the specific payor, this
option should be selected (R388).
Payment Entry
Overpayments on a client’s account will now be
automatically applied to services transferred back to the
client during payment entry if the Apply overpayments
during service option has been selected (R388).
Service Entry
(US Only) Modifiers contained within Payor Rates were
not being respected in favour of modifiers being broughtforward from previous charges – a combination of the
two has now been implemented allowing for the proper
modifiers to appear during service entry (R379).
A new field entitled Billing Provider has been added to all
service entry screens. This new field should only be used
to override the provider that will appear on all invoice
styles for that particular service. All existing Billing
Provider defaults remain in place (R400).
Corrections to which Billing Provider is used by default
during service entry have been made. The default will
now always be to the Billing Provider, if specified, from
the client’s Incident tab (R406).
Treating and Billing Providers were not being retained
when multiple services were entered where no Managing
and Billing Provider existed in the client’s incident – this
has been corrected (R411).
Activities by Payment
All Activities by Payment screens have been modified to
enhance performance and clarity. A new column entitled
Other Paid has been added to reflect other transactions
that reduce the balance of each specific charge such as
write-offs, transfers, etc – instead of lumping them in
with the Paid amount (R400).
On the Payor Activities by Payments screen, there are
two new filter options in the grey area above the listing
where both Year and payment Type can also be selected
(R400).
Scheduler:
Waiting List
It is now possible to jump directly to a client’s full record
from the Waiting List by clicking on the new Client
icon (R381).
A new function has been added to the scheduler allowing
an appointment to be cancelled and immediately moved
to the Waiting List for future processing. While on an
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appointment cell, right-click and then select Move
Appointment to Waiting List – the appointment will be
cancelled and transferred to the Waiting List (R384).
If a waiting list client’s Expiry Date precedes the Request
Date, the user will now be warned (R415).
The client’s home phone # has been added to the
Waiting List listing (R415).
Find Appointments
By popular demand, the Pending appointments function
now includes any appointments from the current date, as
well. The Pending button will also now override any other
report settings that were entered previously (R370).
The Find Appointments report will now also include Time
in and Time Out if they have been supplied (R382).
A new option to Include Deleted Resources (eg;
Scheduled Providers that have since been removed) has
now been added to this function (R417).
Pending Appointment Report
A new option has been added to this report to Include
appointment notes which will force any specific
appointment note to be printed under each future
appointment date (R383).
The Ending On date for the Pending Appointment report
may now be modified prior to printing (R388).
The header of this report will now indicate the client’s
Incident Service Office (R406).
This report will now ignore any appointments that had
been setup under a now-deleted Scheduled Resource
(R406).
The comments on this report will no longer print in an
italic font (R414).
Day Sheets & Day at-a-Glance
An option to Include # of future appointments booked
has been added to this report (R383).
The Total # of Appointments is now included at the
bottom of these reports (R416).
Client Attendance Report
An option to Include client address info has been added
to this report (R383). All client Phone #’s have also been
added to this report (R383).
General
The scheduler would freeze if the user attempted to visit
a day prior to when a scheduled resource began – this
has been corrected (R378).
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If a provider had only special shifts and no regularly
scheduled hours, appointments were not being shown –
this has been corrected (R380).
When returning to the scheduler, the client displayed in
the blue header is the first client of the day. However,
service entry, if selected, may have been applied to the
previous client in-use, this has been corrected (R415).
Week-at-Glance
The Provider Name was not been shown on the Excelexport version of this report – this has been corrected
(R388).
Appointment Labels
The time on next appointment labels will no longer be
shown in military format (R398).
Groups
The Group Listing will now behave like the Client Listing,
with the ability to drop-down and filter Active Groups,
Discharged Groups or ALL Groups (R415).
Quick adding of clients
When quick-adding a client from the scheduler,
Assessment Date can now be supplied at time of entry
(R415).
Reporting:
Provider Performance Summary
Rebooked appointments will
Cancellation counts (R372).
now
be
included
in
A bug that sometimes reported negative unscheduled
hours has been corrected (R398).
Billing Sheets
Rooms & Equipment, if part of the client’s appointment,
will now be included on this report (R385).
Revenue Report
The # of unique incidents, along with the # of unique
clients, will now be included on this report (R383).
A Summary by Fee Type has been added to this report
(R383).
A new option entitled Show zero charges only has been
added to this report. If selected, only charges with a net
$0.00 amount will be reported (R391).
A new Treatment Location filter has been added to this
report. Revenue generated at a specific, external location
based on the Treatment Location field in the booked
appointment will be reported, if selected (R392). Please
note that this does not refer to the Office Location at
which the appointment occurred, its for external
appointments only.
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A bug in which negative Visits and Quantities were being
incorrectly reported on each detail line of the Revenue
Report has been corrected – totals were always correct
(R392).
A new option on this report entitled Include Checked-In
Duration will cause the report to include each day’s
appointment duration based on the check-in/check-out
time from the scheduler (R410). A bug in which this
option was automatically enabled when the report was
run using the Show providers individually option has been
corrected (R414).
The Total Value was reporting incorrectly when the Use
predictive values option was invoked – this has been
corrected (R414).
Compensation Report
A Summary by Fee Type has been added to this report
(R383).
Payment Application Report
Fee Type has been added as another filter option on this
report (R381).
Show client payments and Show Payor payments have
been included as options on this report allowing to you
select only one, if need be (R383).
Ledger has been added as a new filtering option to this
report (R384).
Sales Taxes will now be separately outlined in the
summary section of this report (R385).
A Summary by Division section has been added to this
report (R404).
Account Statements
Statement production speed has been improved (R370).
Additional statement detail content fixes have been made
(R379).
A balance error created in release R379 has been
corrected (R381). Aging Totals will now match the
statement balance and include unbilled services (R384).
A recently-introduced bug causing the printing of the
tear-off section even when there was a $0 balance has
been corrected (R404).
When preparing individual statements, a new option
entitled Email appears next to the Print, Preview and
Cancel buttons. This can be used to email statements
directly to clients. The setup for this new function can be
found under Settings, Customize Email Appointment/
Invoice notification (R404). The Email button will only
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appear for clients who have an email address on-file
(R407). Please note that mass emailing of statements is
not available.
Patient Fall-Off Reporting
An issue involving Statements not being produced where
a guardian existed has been corrected (R406).
Empty client birthdates were being printed
“12/30/1899”, this has been corrected (R370).
Operations Summary
as
When printed using the ‘by scheduler’ option, clients with
cancelled and no-show appointments were not being
included as having fallen-off attendance (R372).
Rebooked appointments will
Cancellation counts (R372).
now
be
included
in
A new Use Predictive Values option has been added to
this report (R382).
Payment Journal
The # of unique incidents, along with the # of unique
clients, will now be included on this report (R383).
The Summary of Payoff by Aging section of the payment
journal was totaling incorrectly due to a recent update,
this has been fixed (R382).
Ledger has been added as a new filtering option to this
report (R384).
Daily Reconciliation
A Division Summary has now been included at the end of
this report (R391).
A new Use Predictive Values option has been added to
this report (R382).
The Daily Reconciliation report will now indicate if a
charge has been entered for the day but is missing a visit
count (eg; charges entered, but no visit count within
those charges), which would skew reporting and visit
count down calculations (R383). Problems with this new
indicator showing when not appropriate have been
corrected (R385).
Unpaid Services Report
The client’s phone # information has been added to this
report (R382).
Network has been added as a filter to this report (R383).
Changes to how transfers are handled on the back-dated
version of this report have been made to enhance
accuracy (R411).
Payor Kind has been added as a filter on this report
(R417).
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Client Listing
Include Appointment info and Include Physician info have
been added as options to this report. Appointment info
shows first and next appointment dates (R383).
A new option that shows all clients whose first recorded
treatment is within a date range has been added through
the Show drop-down field and is entitled Clients first visit
date from (and to). This is independent of Contact and
Referral dates (R397).
The client/incident count was incorrect when the Include
Payor Info option was selected – this has been corrected
(R400).
Certain payor info was being brought forward from
patient to patient on this report, this has been corrected
(R409).
The No Further Contact field will now be included in the
exported version of this report (R416).
Unbilled Services Report
Square brackets [ ] in Contact Log entries were causing
this report to produce errors – this has been corrected
(R383).
A Division Summary has now been included at the end of
this report (R391).
Backdating of this report became inaccurate in a recent
update, this has been corrected (R417).
Accounts Receivable Report
Network has been added as a filter to this report (R383).
A Division Summary has now been included at the end of
this report (R391).
Claim #’s will now be included on this report for all
clients (R398).
Shading to separate invoices was not working on the
Payor version of this report – this has been corrected
(R398).
The Show Invoice History option will now detail the
services on each invoice in a more detailed manner
(R407).
An error occurred when running the report based on
Date of Service, introduced in R408 – this has been
corrected (R411).
The client’s Date of Birth has been added to this report
(to the client-based version) (R416).
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Payor Kind has been added as a filter on this report
(R417).
Contact Log Follow Up Report
The Location will now be included in the Contact Log
reports (R383).
A new field has been added to each Contact Log entry
entitled Responsible Party. Tasks can now be assigned to
a secondary party and this report can now also be filtered
by this new Responsible Party field (R392).
When entering a new Contact Log item, there is new tick
box entitled Create Reminder – if ticked, a Reminder will
be created based on that Contact Log entry (R397). The
contact’s full name will now be added to the reminder
text, as well (R415).
The Client File # will now appear at the bottom of the
printed version of this report (R417).
Treatment Statistics Report
Payor and Division have been added as filtering options
on this report (R383).
Treatment cost and length of statistics are now displayed
even for Active clients along with a warning indicating
that the results may be skewed due to their inclusion
(R383).
A new option entitled Only base on primary diagnosis has
been added to this report. If selected, all of the statistics
reported will be based purely on the first (primary)
diagnostic code, body part and injury code, as if the
subsequent codes were not attached to the client’s
record (R392).
Client Missing Fields report
The Client Missing Fields report can now be customized
based on Division so that the user can specify key fields
required based on patient type. To setup the fields
required per division, go into the Divisions listing (from
Housekeeping, Contacts, Divisions), highlight the Division
in-question and select the new Required fields
icon –
you can then select the required fields to be tracked from
each tab of the client record (R393).
Assessment Date and Incident # (Canadian only) have
been added, as options, to this function (R416).
Invoice Journal
Deleted invoices were reporting incorrect units when this
report was run by Date of Entry – this has been corrected
(R395).
Funding Report
The remaining deductible amount was not being reported
correctly, only the original amount – this has been
corrected (R409).
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Any # of weeks remaining that is less that 1 will now
show the actual # of days remaining (R411).
Remaining Units has been added as a new filter on this
report (R417).
Documentation/EMR
Canned Documents
The spelling of ‘color’ and ‘colour’ has been set
accordingly, depending upon the Country of the user
(R372).
Insurance identifier information, if selected, will now
appear on the bottom of ALL pages of these reports
(R383).
The ability to add a Body Map has been added to all
Canned Documents (R385).
A new option entitled Show services performed has been
added to the printing of all canned documents and will
report on all services performed on the same date as the
document (R392).
A new tick-box entitled Discharge Incident has been
added to the Discharge Summary report to prevent
premature discharges if the report was initiated
accidentally (R405).
Multiple Discharge Summaries may now be added to
each incident – a warning will appear if more than one of
these documents exists within an incident (R417).
The 5-line limit in the CC: field has been removed along
with extra blank lines that were being printed (R416).
Daily Notes
The Activity by Daily Note screen was showing quantity in
favour of visits/units if a quantity existed – this has been
corrected, Visits/Units now take priority (R372).
Identification information for payors deleted from the
client’s billing rules were being printed, this has been
corrected (R378).
The Goals Completed
icon was not always being
updated correctly if no Goal Code was provided, this has
been corrected (R388).
A loophole allowing a Daily Note to be stored without a
provider has been closed (R398).
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The Goals entry screen has been renamed to Goals &
Tests – a new section now exists at the bottom of this
panel where functional test scores can be entered for the
specific visit. These tests can be setup under
Housekeeping, Clinical, Functional Tests. Plans are in the
works for statistical reporting based on test results and
inclusion on daily notes (R398). This panel has been resized to allow for more room for goal entry (R415).
The Compact Notes printed version will now also include
the client’s File # at the bottom of each page (R406).
The Compact Notes printed version was sometimes
including a blank goals header with no details, this has
been corrected (R411).
The security setting Can Complete and Sign Other’s
Providers Notes was looking at the Managing Provider
and not the author or the note – users could not
necessarily sign their own notes if this security option
was in force – this has been corrected (R411).
If fee codes were entered for a given day prior to the
daily note being initiated, the previous day’s SOAP note
would not have been brought forward – this has been
corrected (R410).
A new option to Include Location Code on the printing of
the daily notes has been added (R409).
During daily note entry, the appointment length will now
be displayed near the check-in/out times (R415).
Annotated Notes
If, while entering an annotated note, the back-arrow
icon was clicked, the note would not be saved. This has
been corrected (R377).
Quick Service Entry
The Quick Service Entry screen can now be used from
the entry of both canned and customized documentation
bringing it in line with service entry on Daily Progress
Notes (R392).
A loophole allowing the entry of services missing a
Service Location and/or Diagnostic Code, if indicated as
being required, has been closed (R406).
The entry of Fee Codes not allowed by a specific payor
during Quick Service Entry was causing the user to be
stuck in a data entry loop that could not be exited – this
has been corrected (R408).
Billing Provider and Treating Provider fields have been
added to the Quick Service Entry panel (R407). The
Treating Provider can no longer be left blank (R409).
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All services entered through Quick Service Entry panel
will now reflect, by default, whomever the appointment
was scheduled with as the Treating Provider – it will no
longer come from the Managing Provider, correcting a
bug that was introduced in R407 (R411).
Web documentation
Goals were not being retained during the web-based
entry of Daily Goals if a Goal Code had not been
supplied, this has been corrected (R370).
MS-Word Integration
The Referring Physician Company Name field has been
added to the Word-merge function along with all
information pertaining to the Policy Holder (Address, City,
State/Prov, Code, Phone # info) (R381) and Birth Date
(R383).
Diagnostic Codes will now be exported to MS-Word in the
order that they appear on the Incident, Statistics tab
(R383).
Last Visit Date has been added as a new field available
for MS-Word Integration (R417).
Imported/Scanned Documents
The Print
icon will no longer be highlighted for
scanned and imported documents on the Activities by
Document panel, when flagged, since these documents
need to be opened first before they can be printed
(which was always the case) R406.
*.MOV files can now also be imported into the document
record – a 20 megabyte limit has been imposed, per file
(R417).
Customizable Documents
The first version of Customizable Documentation has
been completed – under Housekeeping, Customized
Document (R383). Information on the usage of this
feature can be obtained by visiting:
www.practiceperfectemr.com/customhelp.pdf
A new Date field-type has been added to the Customized
Documents (R385).
The ability to add a Body Map has been added to the
Customized Documents (R385).
Client Age and Incident Managing Provider (name,
credentials, License/NPI #) have been added to the
Customized Documents available fields (R388).
Table Labels can now be formatted to be bolded,
underlined or italicized (R388).
The Description column in a table is now definable
(R388).
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Field headings will now also respect bold, underline and
italic settings even if they are not deemed as labels
(R388).
A new option entitled Show services performed has been
added to the printing of customized documents and will
list all services performed on the same date as the
document (R392).
Customized drop-downs were not working properly
where spaces existed in the specific drop-down texts
(they were treated as separate items) – this has been
corrected (R392).
Table wrap-around issues; long label issues and the
ability to bold/underline/italicize field names have all
been added to the customized documents (R389). Goal
table contents will now also wrap-around, if needed
(R396).
A bug had caused the Single Line Text fields and new
Client Address block fields to interchange – this has been
corrected (R404).
A new option entitled Include Date of signature has been
added to the printing of these reports – the signature line
format is now consistent across all documentation types
(R392).
Tables that are completely empty will no longer be
printed on the final reports (R396).
Physician Fax #, Client Address block, Client Home Phone
# and Client Work Phone # have all been added as field
options (R400, R401, R402).
The field type drop-down list has been rearranged into a
more usable order (R400).
A bug where an “L” was shown for a multiple line label
has been corrected (R398).
The phrase Evaluation Date has been changed to
Document Date both on-screen and printed on
Customized documents (R406).
The Activities by Document listing was not showing the
Status (Incomplete, etc) for Customized documents – this
has been corrected (R408).
The retrieval, printing and previewing speed of the
customized reports has been enhanced (R411).
The Do not print if blank option was not working on tick
box fields, this has been corrected (R414).
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US Electronic Invoicing
HCFA/EDI837/EDI835 (US only)
NEW HCFA/EHCFA 1500 (2014) forms
The new HCFA-1500 2014 version invoice formats
are ready for use. Under each Payor, there are two
new invoices styles entitled “HCFA-1500 Red form
(2014)” and “HCFA Ebill (2014)”. The old formats have
not been removed and now contain the word “Legacy”.
As your insurers require you to change to these new
formats, change your Primary and Subsequent invoice
styles accordingly (R397).
A bug preventing the Payor Idenfitier from being included
on both the Legacy and 2014 eHCFA invoice styles has
been corrected (R400).
Box 12, Date of Signature, for the 2014 HCFA/eHCFA has
been re-instated (R398).
A new Payor, Billing Preference has been added entitled
Box 32 to be included on all HCFA/eHCFA forms – this is
to accommodate specific payor requests for Box 32 to be
reinstated even it is identical to Box 33 (R400).
A bug related to which insurance information was shown
in all Box 9 fields when there were multiple payors has
been corrected (R404).
Errors on the HCFA Submission reports relating to Other
Insured’s Policy/group # Box 9a have been removed,
they were redundant (R407).
Dashes will now be stripped from the clinic SSN Box 25
(R409).
Corrected an error where payor info may have been
brought forward between claim forms (R410).
EDI 835 Remittance Processing
Multiple adjustments contained within one adjustment
CAS line will now be processed (R370).
New remittance codes N356 and 246 have been added to
record PQRS/Functional Limitation Reporting results
(R377).
Unit fields in a CAS adjustment line will now be ignored
(R383).
NM1 segments containing no first name will now be
processed properly (R404).
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The DTM*232/233 Statement Time Period will now be
handled when these is no DTM specified under the
service lines (R406).
The ‘NON’ type payment was not processed in a regular
payment way, and all the adjustments were not
processed properly – this has been corrected (R414).
EDI 837 Claim Submission
Hyphens are now removed from the 2330A loop in the
REF segment (R373).
Corrected an error in which the SSN from the secondary
policy holder was not included if the policy holder was
the client (R374).
Added REF Service Facility Location secondary identifier
in loop 2310C (R377).
Fixed a bug that excluded an asterisk in REF segment of
loop 2310C (R378).
A new option to use payor # for HCFA 32b & 33b in
EDI5010 files has been added (R378).
A segment count error has been corrected (R382).
Guardian birthdates and Genders were not being included
in the file properly – this has been corrected (R383).
The DMG segment has been dropped by loop 2320
(R385).
The Date of Injury was not being included in the EDI837
file for Workers Compensation claims – this has been
corrected (R388).
The Ordering Provider will now be included in loop
2420E, if selected in Payor Rates for a specific Fee Code
(R388).
The Fee Description will be included in SV101:7 if the
Include Description… option is selected in the Payor
Rates for a specific Fee Code (R388).
Loop 2310A was missing when a fee code requiring an
Ordering Provider was used – this has been corrected
(R397).
Unapplied payments will now be excluded from all
submissions (R401).
When selecting to “Show Treating Provider” in the
EDI/HCFA Box 33 show field (under Payor, Billing
Preferences), the treating provider’s address will now be
used (R404).
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A bug that returns undefined payor sequence code
information when dealing with older information has
been corrected (R406).
Errors on the EDI837 Submission report relating to Other
Insured’s Policy/group # have been removed, they were
redundant (R407).
Merge line level of loop 2340 claim adjustment strings in
EDI 5010 (R410).
If both EDI4010 and EDI5010 style invoices were
prepared in the same batch all claims were duplicated,
this has been corrected (R411).
Legacy CMS-1500 form claims
submission
If an amount was $0.00, it was being show as “.00” and
not “0.00” – this has been corrected (R374).
The client’s and insured’s middle initial will now be
included in Boxes 2, 4 and 9 on the printed HCFA form
(R378).
If the At Home box is ticked in the client’s incident tab,
the home address will now appear in Box 31 of the HCFA
and eHCFA forms (R383).
Guardian birthdates and Genders were not being included
properly – this has been corrected (R383).
A new option entitled Do not show payor info on
HCFA/eHCFA has been added to each Payor’s detail
under the Billing Preferences tab. If selected, the name
and address of the payor will not show in the upper righthand corner of the HCFA/eHCFA forms as per special
request from specific payors (R392).
eHCFA claims submission
Dashes will now be stripped from the clinic zip code
(R370).
The client’s and insured’s middle initial will now be
included in Boxes 2, 4 and 9 on e-HCFA claims (R378).
Errors on the eHCFA Submission reports relating to Other
Insured’s Policy/group # Box 9a have been removed,
they were redundant (R407).
Dashes will now be stripped from the clinic SSN Box 25
(R409).
Reproducing HCFA/eHCFA claims
An obscure error in which reprints of these invoice styles
would not be produced properly has been corrected
(R382).
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Canadian Electronic Invoicing
(Canadian only)
Ontario OHIP
For OHIP clients, in Ontario, a new Exp Date field has
been added next to the Health # field on each client’s
record in order to track OHIP expiry dates (R397). No
actions yet relate to this new field.
Ontario HCAI
Several
provider types were added for HCAI:
Kinesiologist, Acupunture & Chinese Medicine (R404).
OCF23’s and OCF18’s can now be prepared and
transmitted directly to HCAI from within Practice
Perfect! Please contact our support department for more
information about the usage of this new feature (R415).
Correct an issue that returned an incorrect OCF version
for the OCF21C – introduced in R408 (R410).
Mandatory HCAI changes making use of the new HCAI
Toolkit 3.12 11/01/14 have been completed (R415).
Several fixes to the R415 HCAI release have been made
to allow for OCF21 submissions (R417).
Alberta
The address block has been reworked to better fit the
invoice (R398).
British Columbia
MSP claim # validation now takes into account that the
second digit could be a letter and not necessarily a
number (R405).
MSP remittances will now ignore all X-Charge (integrated
credit card) payments which had been causing MSP
payments to show as being ‘Previously Applied’ (R405).
Teleplan submissions were not making use of regular Fee
Codes, but only the special fee codes setup under the
ICBC/WCB/MSP Invoice Settings, Fees tab – this has
been corrected (R405).
In order to accommodate the recording of $0 treatment
visits under the new British Columbia WCB guidelines,
services can now be set to NOT transmit to Teleplan.
This new setting can be found under Settings,
ICBC/WCB/MSP Invoice Settings under the Fees tab by
using the new Do not transmit column (R404).
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