7.3.6 Service Pack Release Notes 04-09-09

• Practice Vitals Dashboard - ***New Functionality*** - You can modify the Days in A/R field to include charges for either 90, 180 or 365 days. Previously it only calculated for 90 days' worth of charges. For more information see the System section of these release notes.
  
• Tasks - It was possible for a new task assigned to an individual user to save as Everyone must complete. This has been corrected.
  
• Tasks - It was possible for completed tasks assigned to a group to remain on the Task List. This has been corrected.
  

• Work Accounts (Collections, Insurance Collections) -
  • ***New Functionality*** - The INotes function has been added to the Action Column on the detailed Work Accounts screen so you can add Insurance Notes to the account.
    
  • ***New Functionality*** - A Type of Insurance field has been added so you can filter the accounts by Primary, Secondary, Tertiary insurances or All insurances.
    
  • ***New Functionality*** - A Balances Greater than $ field has been added so you can filter the accounts by a minimum balance.
  
  

• History (Patient, Change Patient Data) - ***New Functionality*** - The INotes function has been added to the Action Column so you can add Insurance Notes to the account.
  
• Hospitalization DMS Record (Patient, Change Patient Data) - ***New Functionality*** - A Hospital Note field has been added.
  
• Insurance Policy Information (Patient, Change Patient Data) - ***New Functionality*** - If an insurance carrier is tied to a case, that Insurance Carrier Code field on the patient's Insurance Policy Information screen cannot be edited. You must remove that carrier from the case before editing the code. If no claims are pending for that carrier, you can then edit the code.
  
• History (Patient, Review Patient Information) - ***New Functionality*** - The INotes function has been added to the Action Column so you can review Insurance Notes on the account.
  

• Check In/Out Payment Journal (Reports, Transaction Journals) - It was possible for the check number not to print. This has been corrected.
  

• Patient Check In/Out - ***New Functionality*** - The Claim Note on the E-Superbill has been expanded to allow 70 characters.
  
• Patient Check In/Out - ***New Functionality*** - When you add a note to the E-Superbill using the Notes function, you can now choose where you want the note to display: in Check-Out (when the patient's Check In/Out screen is accessed), in Billing (in Unposted Procedures), or Both. To create a different note for each function, save the first note and save the E-Superbill; then go back into the E-Superbill to create the other note. (The text from the first note still displays, so you just have to overwrite it.) Then you must save the note and save the E-Superbill again. For more information, see the Transactions section of these release notes.
  

• NetPracticePM Default Values (System, Database Maintenance Menu) - ***New Functionality*** - A Days in A/R Calculation field has been added so you can select the number of days' worth of charges to include in the Days in A/R calculation on the Practice Vitals Dashboard. Previously it included 90 days' worth of charges. Any change made to this integration will reflect after the NetPracticePM utilities update the dashboard each evening. For more information, see the User Desktop section of these release notes.
  

• Import ERA File (Transactions, Electronic Remittance Advice (ERA)) - ***New Functionality*** - A Payer Name column has been added to the Import ERA File - Listing of Remits screen and the Download from OSC listing to include the name of the payer (insurance company) as it is listed on the ERA.
  
• Post ERA File (Transactions, Electronic Remittance Advice (ERA)) - It was possible for the check number from the ERAs to not store in the Check Number field on the Payment Entry screen. This has been corrected.
  
• Print Refund Checks - ***New Functionality*** - The information for the Payee selected in the Refund Entry Function automatically populates in the Payable To and address information fields. For more information, see the Refund Entry Function note below.
  
• Refund Entry Function - ***New Functionality*** - A Payee field has been added so you can select the patient, guarantor or insurance company that the refund check should go to. For more information, see the Print Refund Checks note above.
  
• Transaction Batch Control - ***New Functionality*** - A Default Last Batch check box has been added to the Batch Number selection screens. If selected, the last batch number (used by the current user, in the current database, for the current date) defaults in the Batch Number field.
  
• Unposted Procedures
  • If procedures are entered using E-Superbill, NetMobile, or an interface, any Department Code associated with the doctor will now be stored in Unposted Procedures.
    
  • ***New Functionality*** - A 'select-all' check box has been added to the column header of the check box column. Selecting this check box selects all procedures in the list that have the check box enabled. Clearing this check box clears the checked items.
    
  • ***New Functionality*** - When adding a note to the E-Superbill using the Notes function, if you selected the option to include the note in Billing or Both, the note displays on the patient's Procedure Entry Function screen. For more information, see the Schedule section of these Release Notes.
    ***New Functionality*** - A Date Entered column and an Entered By column have been added to the far right of the screen to report User name, Date and Time information of when the transactions entered the Unposted Procedures function:
    • When an E-Superbill is saved and/or when a saved E-Superbill is accessed again and then re-saved.
    • When transactions are Stored in the Procedure Entry Function.
    • When transactions enter Unposted Procedures from outside interfaced programs.
    • When transactions enter Unposted Procedures from NetMobile.
    If you access the transaction directly from Unposted Procedures and Store it again, it will not store that User and Date information.