Note: For a complete list of all changes and new features, please visit our Release Notes page.
| Topic | Notes |
| Basic Visual Changes | |
| Additional Menus for new features | |
| Ticker Tape | |
| Tabs | Now colorized and closeable with right click |
| Toolbars | Home Page, Patient & Clinical |
| Help | |
MDs Reference (formerly called ellipedia) | |
Home > Release Notes | |
| File | |
Home Page | |
Settings | |
My Organizer & Other Organizer | |
| Communications & Reminders (formerly called Ticklers) | *Separate Class |
| Switch User | Control + W |
| Admin | |
Security Manager > Operator Roles | More permissions added |
System Information (formerly called Current Activity) | See memory usage. Note: Document Storage Folder MUST be added to daily back-up! |
| Printed Formats (Global) | |
| Define | |
Reorganized and Renamed | Before: Primary, Secondary, Other, Schedule, Database Options Now: General, Billing, Schedule, Preferences |
| Inactive Status | Procedures, diagnoses, modifiers, providers, insurance plans, referring doctors and departments |
Define > Preferences | Many added - should be reviewed |
Transactions > Quick Pay | New preference to make all co-pays unapplied |
| Transaction > Post Charges - Fee Schedule Default | Department, Payer, Location or combination |
| Billing > General | Flagging inactive items |
| Reports > Superbills | Default Superbill (Provider and Appointment Superbill) |
| Define > General | |
| Providers | Provider Type, Operator and Superbill Default |
| Provider Categories | |
| Procedures | Allow copays to be posted from Post Charges screen |
| Procedure Categories | |
| Define > Billing | |
Insurance Plans | Website addresses |
Departments | Charges, payments or both |
Fee Schedules | See Preferences > Transaction > Post Charges |
Sliding Rates | |
Custom Sections & Elements | *Separate class |
| Patient | |
Inactive Status | |
Search Box - Improved capabilities | Active/Inactive, "Any" header and Invoice Mode |
Recent Patient Lists | |
Patient Toolbar | |
Documents and Communications Section | |
Copy and paste | Added to demographics |
| Address History | |
Insurance Coverages | Option to make policy number required; payer website links; Medicare Secondary Payer |
Ledger | Moved from Transaction menu |
EOB Document Storage | For 835 Electronic Remittance Only |
Patient Document Storage > Internal Documents | Save Documents in Preferences |
| Patient Document Storage > External Documents | *Separate Class |
Communications (formerly called Ticklers) | |
| Patient Ledger | |
| Fee/Balance Calculation | Use control key to select line items |
| Profiles - Apply/Clear Filters | |
| Add New Transaction Note | |
| Create Collections Case | See Collections below |
| View EOB for Patient / View Entire EOB | Available for 835 Electronic Remittance Files |
| Transaction | |
Post Charges | |
Charge Grid | More detailed |
| Inactive Dx | Appears in red font |
Billing Order Control | |
Co-pay and patient payments | See Define > General > Procedures above |
Multiple Authorization Number per illness | Set in Define > Preferences > Patient > Illness |
Batch Report: Hash Total | |
More Button | Authorizations and Payments added |
| Charge Queue | Displays posted and deleted batches; deleted batches can be restored; see Preferences |
Posting Patient/Insurance Payments | |
| New Transaction Note | Right click on charge line item |
| Billing | |
EDI Manager | More information columns, search for files and view files from multiple databases; website links |
Statements | Billing interval option; Omit zero balance option; Search patient by invoice number |
| Reports | |
Enterprise Mode > Job Queue | Set in Define > Preferences > Billing |
Report Output > Multi-database flexibility | |
| Billing | Providing billing statistics |
| Schedule > Appointment Reconciliation | See Scheduling below |
Deposit slips include EFTs | |
Patients > Patient Delay (for Visitors) | *Separate class |
Custom Query | Better organized and now with security options |
| Collections | |
| Patient Ledger > Create Collection Case | Now can create a case on the fly |
| Define > Preferences > Collections Setup | Ledger Operator Assignment; Statement Option; Payment Type Options for Outside Collections (Adjustment or Description Only) |
| Transaction > Batch Write-off | Outside Collection Write-off |
| Period Close > Export Data | Define > Preferences > Transaction > Period Close |
| Define > Preferences > Schedule | Several added - should be reviewed |
| Display Location in Master Schedule Blocked Times | |
| Retain No-show Appointments | |
| Define > Schedule | |
Overviews - Items to Display in Appointments | |
Master Schedules - Overrides | |
Blocked-Time Messages - Hard versus Soft | Bolded versus Normal font with security options |
| Group-Time Messages | Multiple patient appointments |
| Appointment Types - Established, New or Consult; Percentage of Counseling | For use in MDsuite's EHR |
| Appointment Types - Superbill Default | |
| Conditions (formerly Complaints) | |
| Scheduling | |
Schedule Patient Appointment | Upcoming appointments displayed |
| Schedule Recurring Appointment | |
| Schedule Group Appointment | |
Additional Right-Click Options & Reorganized Menu | |
| Recalls | Moved from Schedule menu to Patient menu |
Managing Visitors & Places | *Separate class |
Wait List Manager | *Separate class |
| Reports > Schedule > Appointment Reconciliation | Track charges from appointments to the charge queue to posting |
| *New Features Requiring Separate Classes | |
| Communications & Reminders | |
| Custom Elements & Sections | |
| Document Management | |
| Visitors | |
| Wait List Manager | |
| Electronic Superbills | |
| Electronic Prescriptions | |
| Electronic Labs | Coming soon! |
Patient Portal and ePayments | Coming soon! |
*For more information regarding purchasing additional training classes, please call Data Strategies' Training Department: 1.800.875.0480 option 3