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7.1 HTML5 Release Notes – Ortho/Pedo and Ortho Only July
2020
This document outlines new features and bug fixes for Ortho/Pedo
and Ortho Only in the 7.1
HTML5 release.
New Features Questionnaire Printing Now Available from the
Questionnaires Window
HIPAA View Added to Locator Details
Email Appointment Ticket from Schedule
Email Appointment Ticket from Appointment Details Dialog Box
Easier to Read Patient Name on Scheduled Appointments
Treatment Card Includes Navigation for Related Patients
Ability to Email Images as a PDF and Include Patient Header
Info
Rebuild Claims Utility
Update Patient Utility – Status, Doctor and Location
Inactive Accounts Utility
Bugs Bugs
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Questionnaire Printing Now Available from the Questionnaires
Window Ortho
You now have the ability to print questionnaires not using a
Data Miner or Letter Queue. A
Print button has been added to the Questionnaires window.
1. From Home, select View Questionnaires. The Questionnaires
window displays.
2. From the Questionnaire field, select the desired
questionnaire to be printed. The
completed questionnaire displays.
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Note: If you don’t see a questionnaire or the desired
questionnaire, click + New to
complete a questionnaire.
3. Click Print.
The Report View displays the questionnaire along with the Print
dialog box.
4. Make your print selections and click Print. The questionnaire
will be printed.
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HIPAA View Added to Locator Details Ortho/Pedo
For Administrators Only: A new App Preference has been created:
LocatorDetailsHIPAAMode.
For Users: You now have the option to turn on HIPAA on the
Locator Details window. When
HIPAA is checked from this window, patient names on the Locator
Details window, the Locator
Bar and the Light Bar switch to patient IDs.
Note: When HIPAA is checked on the Locator Details window, Cloud
9 does not automatically
change patient names to patient IDs on appointments displayed on
the Schedule. You can use
the HIPAA option on the Schedule to switch from patient names to
patient IDs on the schedule.
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When you check HIPAA, Cloud 9 automatically checks Hide Patient
Images.
However, you can uncheck Hide Patient Images to view the patient
images while keeping
HIPAA checked.
When you click HIPAA to turn off HIPAA, you must enter your
login information.
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Email Appointment Ticket from
Schedule Ortho/Pedo
Cloud 9 has added the option to Email this
Appointment Ticket on the context menu
when you click on an appointment on the
Schedule. This matches SilverLight
functionality.
Email Appointment Ticket from
Appointment Details Dialog Box Ortho/Pedo
Cloud 9 has added the option to Email
appointment ticket to the Appointment
Details dialog box when you are scheduling
a patient. This matches SilverLight
functionality.
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Easier to Read Patient Name on Scheduled Appointments
Ortho/Pedo
Cloud 9 increased the font size and bold format of the patient’s
name on a scheduled
appointment to make it easier for you to read.
Treatment Card Includes Navigation for Related Patients Ortho
Only
Now from the Treatment Card, you can easily jump
from a patient to his/her related patient, such as a
brother or sister.
From the Related Persons section on the Treatment
Card¸ the related persons who are also a patient will
display as a link. When you click on the link, a drop-
down menu displays with options to navigate to the
related patient’s information,
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Ability to Email Images as a PDF and Include Patient Header Info
Ortho Only
Now when you send an image, you have the option to send it as a
PDF.
The patient ‘header’ information, as what displays when you
print an image, also displays at the
top of the PDF.
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Rebuild Claims Utility
The Rebuild Claims Utility enables you to save time by making
bulk updates to claims. Examples
of bulk updates include an insurance company’s billing address
changes; your office moves or a
doctor leaves your practice. This feature is primarily used to
update new claims not yet
submitted.
Once you make the desired update within Cloud 9, you can run the
Rebuild Claims Utility.
Without this utility, you would have to manually update each
claim.
1. From the Edit menu, select Run Utility> Rebuild Claims
Utility.
The Rebuild Claims Utility displays.
2. Select the desired filters to locate the claims that need to
be updated.
Notes:
• In the Status field, do not select Printed or Submitted.
Claims marked as printed or submitted, in most cases, have already
been submitted to the insurance company and making changes are
usually not needed.
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• If you select Use Date Range and leave the End Date blank,
then the utility will rebuild claims from the start date into the
future.
3. Click Rebuild Claims. The Rebuild Claims dialog box displays
asking you whether you’re
sure you want to build X (number) of claims.
4. Click Rebuild. The Rebuilding Claims dialog box displays,
confirming the number of
claims rebuilt.
5. Click Complete. The rebuild claims display in the Insurance
Claim Queue.
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Update Patient Utility – Doctor, Status and Location Under the
Update Patient Utility, you have the option to update patients’
status, doctor and
location as it appears in Edit Patient.
Update Doctor
1. From Edit, select Run Utility / Update Patient Utility. The
Patient Update Utility window displays.
2. From the dropdown list, select Doctor. The status options
display.
3. Select the Doctor you want to update and click Update. The
Update Doctor dialog box displays.
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4. From the dropdown list in the Update To: field, select the
desired Doctor.
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5. Click Update. Affected patients will have their doctor
updated to the ‘new’ doctor.
Update Status
1. From Edit, select Run Utility / Update Patient Utility. The
Patient Update Utility window displays.
2. From the dropdown list, select Status. The status options
display.
3. Highlight the Status you want to update and click Update. The
Update Status dialog box displays.
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4. From the dropdown list in the Update To: field, select the
desired status.
5. Click Update. Affected patients will have their status
updated to the ‘new’ status.
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Update Location
1. From Edit, select Run Utility / Update Patient Utility. The
Patient Update Utility window displays.
2. From the dropdown list, select Location. The location options
display.
3. Highlight the Location you want to update and click Update.
The Update Location dialog box displays.
4. From the dropdown list in the Update To: field, select the
desired location.
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5. Click Update. Affected patients will have their status
updated to the ‘new’ location.
Inactive Accounts Utility
1. From Edit, select Run Utility / Update Patient Inactivate
Accounts. The Inactive Accounts window displays.
2. Enter the number of years since last activity in the Years
Since Last Activity field.
3. From the Set to Status field, select Inactivate.
4. Click Reload Queue. Cloud 9 returns the matching patient
records.
5. Select the patient record(s) that you want to inactivate.
Note: You can select all patient records by selecting the checkbox
on the header row.
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6. Click Update. Cloud 9 updates the patient record(s) to
Inactive.
Bugs
Feature Description
Add Patient Age Calculation Ortho/Pedo
When adding a new patient, the age calculation has been updated
to ensure the accurate age displays. For example, if someone is 11
years and 11 months old, it will now display 11 years old.
Previously, it would have rounded up to 12 years old.
Contract Charges Ortho/Pedo
The Contract Charges field in the net footer of the ledgers are
now properly calculating with the charges rolled out from the
contract.
Insurance Claim Form
Ortho/Pedo
Formatting for Box 35 on claims have been adjusted to match
SilverLight.
To-Dos Ortho
If no employee is specified for a triggered To-Do, Cloud 9 now
prompts the user to select an employee.
Images Ortho
Cloud 9 made enhancements to improve image quality when you
print images.