Release Notes v9.0 - InSync Healthcare Solutions · 2018. 7. 11. · Release Notes — v9.0.16 (EMR Features) Release Notes (07/21/2017) Call 877-346-7962 for customer service or

Call 877-346-7962 for customer service or e-mail us at [email protected]. Page 1 of 71

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Release Notes – v9.0.16

Proprietary Notice Information: These notes provide information about new features to be delivered with the upcoming upgrade release for your application. This document is provided for informational purposes only, and the information herein is subject to change without notice. This document also does not guarantee the delivery of these new features in anyway whatsoever. While every effort has been made to ensure that the information contained within this document and the features and changes described are accurate. IHCS cannot and does not accept any type of liability for errors in, or omissions arising from the use of this information. Any questions regarding the release notes should be addressed to [email protected] or call 877-346-7962 for customer service.

Some exciting features in this release!

✓ EMR Features

• New enhanced Physical Exam Module

• Enhanced Anatomical Drawing Module

• On the fly Group Appointment Scheduling

✓ PM Features

• Launched Rule Engine Beta (Phase I)

• Enhanced New Charge Search Engine

• Manual Payment Posting Enhancements

mailto:[email protected]:[email protected]

Release Notes — v9.0.16 (EMR Features) Release Notes (07/21/2017)


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Contents

EMR Features......................................................................................................................................................................................... 4

New Enhanced Physical Exam Module ........................................................................................................................................................ 4

Enhanced Anatomical Drawing Module .................................................................................................................................................... 14

Option to Stop Deleting Appointment when Deleting Encounter ............................................................................................................. 19

Patient Information Report – Exempt Appointment Reminder Options ................................................................................................... 19

Treatment Plan – “Order Status” Referred to as “Status” ........................................................................................................................ 20

Use Form Builder for Custom Templates ................................................................................................................................................... 21

Patient Name in Alphabetical Order in Patient Group .............................................................................................................................. 22

Document Manager – Introduced New “RCM” Category ......................................................................................................................... 23

Ability to Hide Location on Print Order ..................................................................................................................................................... 23

Document Manager – Filter Data by Patient Category and Payer ............................................................................................................ 24

Matching Illness Code Instead of Illness Description ................................................................................................................................. 24

Configure Default Modifiers and Units ...................................................................................................................................................... 25

Print Facility Address on Fax Cover Letter ................................................................................................................................................. 25

Send Notification E-mail for Urgent Messages ......................................................................................................................................... 26

Drug Administered – Introduced “MIL” Option in Dosage Drop Down ..................................................................................................... 26

Visit Type – Introduced Smart Search Option ............................................................................................................................................ 27

Open a Ticket with Upload Files Option in Resource Center ..................................................................................................................... 28

Enhanced Antepartum Feature with New Look and Feel .......................................................................................................................... 29

New Sticky Note Report............................................................................................................................................................................. 33

Allowed Primary Subscriber Name in Form Builder ................................................................................................................................... 34

On the Fly Group Appointment Scheduling ............................................................................................................................................... 35

Set Color for High Priority Notes ............................................................................................................................................................... 37

Introduced Dx Option in Form Builder ....................................................................................................................................................... 38

Care Plan – Introduced “Progress Status” Option for Long Term Goals .................................................................................................... 39

Advanced Patient List Report .................................................................................................................................................................... 39

Meningococcal Doses ................................................................................................................................................................................ 40

Auto Provide Education Material to Patient Portal Users ......................................................................................................................... 40

Introduced Print Icon in Help File .............................................................................................................................................................. 41

Unblock Appointment Automatically ........................................................................................................................................................ 41

mailto:[email protected]



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Restrict Users to Access Past Dated Encounters ....................................................................................................................................... 42

Referring Provider Change Impact ............................................................................................................................................................ 43

Last Payment Date and Amount on Advanced Patient List Report ........................................................................................................... 44

Procedure Template – Show Notes as List ................................................................................................................................................ 45

View Refill Reason Sent by Patient Portal User ......................................................................................................................................... 46

Send Refill Request to Primary Provider Only ............................................................................................................................................ 47

Sticky Note – See Number of Notes in Bubble ........................................................................................................................................... 47

Form Builder – Two New Fields Added in Database Value ........................................................................................................................ 48

Appointments Report – Visit Type Showing Active and Inactive Appointments ....................................................................................... 49

PM Features ........................................................................................................................................................................................ 50

Launched Rule Engine Beta (Phase I) ........................................................................................................................................................ 50

View Batch Number on the Claims Submission Report Excel .................................................................................................................... 52

Submit 200 Claims at a Once .................................................................................................................................................................... 52

Filter Production Summary Report based on Service Provider .................................................................................................................. 53

Enhanced New Charge Search Engine ....................................................................................................................................................... 54

Diagnosis Utilization Report – Search by CPT Codes ................................................................................................................................. 55

Update End Date Automatically on Running Insurance Eligibility Check .................................................................................................. 56

Phone Number Appears with Hyphen in Patient Financial Summary ....................................................................................................... 57

Claims Processing Search Panel – Select Multiple Options ....................................................................................................................... 58

Introduced Write-off Option on the ERA Adjustment Screen .................................................................................................................... 58

Patient Statements – System Remembers User Selection ......................................................................................................................... 60

Ability to Change Patient Insurance .......................................................................................................................................................... 61

Manual Payment Posting Enhancements ................................................................................................................................................. 62

Roles & Permissions for RCM Folder ......................................................................................................................................................... 64

Introduced Payer Category for Insurance Plans ........................................................................................................................................ 65

Card Holder’s Name on Sterling Payment Receipt .................................................................................................................................... 67

Enhanced Daily Charges Report ................................................................................................................................................................ 68

Enhanced Daily Payments Report & Deposit Slip ...................................................................................................................................... 70

Showing More Than 6 Line Items on New Charge Info Icon ...................................................................................................................... 71




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EMR FEATURES This section includes the EMR features released in this version.

NEW ENHANCED PHYSICAL EXAM MODULE In this release, you will see Physical Exam feature with completely new look and feel. This includes

Physical Exam Configuration and Charting modules.

Physical Exam Configuration

Configuration section is mainly divided into 4 sections. Refer to the following screen:

Section A: System level configuration

Section B: Finding level configuration

Section C: Description level configuration

Section D: Sub Description level configuration

Back

Back




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Section A: System level configuration

• To add a new system, type in the box at the bottom

and click Add.

• To update or inactivate any system, right-click the

system.

• To search for any system from the long list, click the

magnifier icon from the top right corner.

• Locate Quick List (QL) symbol next to the system. QL

appears for system when the finding of that system is

configured as Quick List.




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Section B: Finding level configuration

• To add a new Finding, type in the box, select age group and sex, and click Add.

• To add finding to Quick List, click QL button next to the box, or you can also do it from the grid

once added all the findings.

• You only need to select one or more findings and click the QL button from the grid header.

• To update finding details, click the Edit icon .

• To inactivate the finding, click the Inactivate icon .

• To configure the Description for the Finding, click the Description button in green .




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Section C and D: Description and Sub Description level configuration

• When you click the for Finding, the Description section appears on left side as shown in

above screen. As you click in the specific Description, you will Sub Description section on right.

• To add a new Description, type in the box, select WNL / ABN, and click Add.

* WNL stands for Within Normal Limits and ABN stands for Abnormal.

• To add Description to Quick List, click QL button next to the box, or you can also do it from the

grid once added all the descriptions.

• You only need to select one or more descriptions and click the QL button from the grid header.

• To update Description details, click the Edit icon .

• To inactivate the Description, click the Inactivate icon .

* Like the Description, you can configure the Sub Description in the same way.




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Customized Preference

Locate the Customized Preferences icon

in the top right corner of Configuration

screen.

ABN / WNL: Choose the color of your choice

for abnormal and normal items.

Auto deselect normal on selecting

abnormal: In Charting, system

automatically clears out the normal values

for you when you select abnormal value for

finding. To use this feature, you must select

this check box. To view the confirmation

message before this action, you can choose

appropriate option here.

Show System in Bold on Encounter Note: Select this check box to view System in bold on Encounter

Note.

Show Abnormal Description in Bold on Encounter Note: Select this check box to view Description /

in bold on Encounter Note.

Show Abnormal Sub Description in Bold on Encounter Note: Select this check box to view Sub

Description / in bold on Encounter Note.

Display Indication for Recorded Sub Description: If you have recorded something at sub description

level, you will see an indication at the description level. icon will display next to description.

Hovering mouse over this icon will show the recorded sub descriptions.

Number of Columns for Description in Charting: Choose the appearance of Physical Exam elements in

Charting. For longer descriptions, you may want to choose 1 column, and for shorter descriptions, you

may want to choose 6. Choose appropriate value from the drop-down list between 1 to 6.




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Physical Exam Configuration at Provider Level

• The Provider level configuration can be done like the Practice level configuration.

• In addition, at provider level configuration, there are 2 new features added:

o Copy Configuration from Another Provider

o Configure Template for Physical Exam

Copy Configuration from Another Provider

If you already have configured Physical Exam for one provider and you want to use the same

configuration for another provider, you can do that with the help of this feature. Click the Copy icon

in above screen.

Select provider from which you want to copy the configuration in the “Copy From” field. Select

provider for which the configuration is to be copied in the “Copy To” field.




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Configure Template for Physical Exam

If you do not want to enter similar details all the times when recording Physical Exam, you can create

a template, and use it every time when you record them in charting. Click the Template icon in the

Practice or Provider tab.

• Type in template name, select age group and sex, select provider, and click Add.

• To update the template details, click the Edit icon .

• To inactivate the template, click the Inactivate icon .

• Click the Edit icon and you will see a list of all Physical Exam elements. Refer to the below

screen. You can also click the template name link to view this list.




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Select the items as per your requirement for each system. When you record Physical Exam in charting,

you can pick the template and all these details will appear automatically.

When you select the check box here, you will also see a gray icon next to that item. If you want to

see this item selected in charting by default, you must click this icon. On clicking it, the icon turns into

green.




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Physical Exam in Charting

The Physical Exam section in charting will appear as shown in the following screen:

• You can find the entire screen with new look and feel.

• In top panel, locate the Clear All button with drop-down arrow showing 2 more options.

o Clear All – Click this button to clear all the systems.

o Clear All Normal – Click this button to clear the systems recorded as normal. This will be

applicable only for the selected system.

o Clear All System Normal - Click this button to clear the systems recorded as normal. This

will be applicable for the selected systems.

• Templates: Locate the Select Template drop-down in the top panel. Click the drop-down arrow

and you will see all the templates you have configured. Pick an appropriate one to record the

Physical Exam details automatically. This saves lot of your time!




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o In case if you have not configured the template, you can still create it from the charting.

Select the items and once you are done, click the “Add to Template” icon from the

top right corner.

Note: Template option will appear only when at least one template is configured.

• The check boxes for normal and abnormal findings will appear with the color as they are

configured in Customized Preferences.

• Locate the Physical Exam Summary icon in the top right corner. Clicking this icon will show

the Summary screen for recorded elements as shown below:

• The normal and abnormal findings

will appear with the color as they are

configured in Customized Preferences.




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ENHANCED ANATOMICAL DRAWING MODULE In Physical Exam, there is a feature to work with anatomical drawings. The Anatomical Drawing module

is now completely enhanced with a new look and feel.

Type in “Anatomical” in top left smart search and go to Anatomical Drawing Configuration screen.

Design the template the way you want from the Configuration screen.

1. Type in Template Name in the designated box.

2. Select the body system for which you want to design the template.

3. Select the age duration and sex.

4. Browse an image you want to use and click Add.

5. Locate the configured template in the below grid.

6. Once configured the anatomical drawing successfully, now, access the Physical Exam section

from Charting.

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7. Select the body system for which you have configured the drawing and click the Anatomical

Drawing icon from the top right corner.

8. Locate the newly designed screen for Anatomical Drawing as shown below:




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9. Use the design controls from left pane to design a drawing in the white space shown on right

side.

10. Locate the various options in top menu:

New – Click this button to create a new drawing.

Browse – Click this button to browse and image from your system and place it here.

Saved Images – When you browse any image from your system, or, make any changes to the

configured image, and then click Save, then all such images are placed in the Save Images tab.

Save – When you make any changes to the browsed or configured image, you may want to save

that for future use. You need to save such images first using this button.

Print – Click this button to print the image.

On the top, you will see a list of images you have configured in Anatomical Drawing.

Click the appropriate tab on top to view the images accordingly.

Click the image that you want to edit, and it will be placed on the canvas.

Once the image is placed on the canvas, you can use the controls from the left pane to edit the image.




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Control Description

Selection tool: To change the appearance of any object, you must first select the

object using this icon. For example, if you want to change the line color, first, select

the line using this tool.

Fill Bucket: Use this icon to fill the color in the circle or rectangle you have created.




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Clear: Use this icon to clear the changes you have made to the drawing. You will see

the drawing in its original state. System will prompt a confirmation on clicking this

icon.

Eraser: Use this icon to erase some portion of your drawing, however, you can use the

Undo option to get the erased portion back.

Undo: Use this icon to undo the action. You can undo as many actions as you want.

Redo: Use this icon to redo the action. You can redo as many actions as you want.

Line: This is a line tool. Use this tool to point out a specific part of drawing. You can

change the line color, make your you select it first using Select tool.

Arrow: This is an arrow tool. Use this tool to point out a specific part of drawing. You

can change the arrow color, make your you select it first using Select tool.

Pencil: Use this tool to write free form text or to draw something.

Highlighter: Use this tool to highlight a specific part of drawing. You can change the

highlighted color, make your you select it first using Select tool.

Circle and Rectangle: Use the circle or rectangle to point out a specific part of

drawing. You can change their color, make your you select them first using Select tool.

The opacity can be increased or decreased according to your requirement.

Textbox: Click this icon to write some text on the canvas.

Image: Click this icon to browse an image from your system.

Filled Circle and Filled Rectangle: Use the filled circle or rectangle to point out a

specific part of drawing. You can change their color, make your you select them first

using Select tool. The opacity can be increased or decreased according to your

requirement.




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OPTION TO STOP DELETING APPOINTMENT WHEN DELETING ENCOUNTER

Earlier when you deleted an encounter, system

asked to delete an appointment as well.

Now, when you delete an encounter, the “Also

delete appointment from Scheduler” will

remain disabled if the provider does not have

access to delete an appointment.

PATIENT INFORMATION REPORT – EXEMPT APPOINTMENT REMINDER OPTIONS

When you exempt the

appointment reminder services

for patient, it appears on the

Patient Information Report.

The Patient Information Report

can be accessed from Patient

Ribbon in Facesheet as shown in

this screen.




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TREATMENT PLAN – “ORDER STATUS” REFERRED TO AS “STATUS”

In Treatment Plan, earlier the

caption was referred to as “Order

Status” which is now changed to

“Status.”

This caption change is applied for

all elements of Treatment Plans,

such as, Lab, Radiology, Special

Studies, and so forth.




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USE FORM BUILDER FOR CUSTOM TEMPLATES

Custom Clinical Forms can be designed using the

Form Builder feature. You can now use the

Form Builder feature for Custom Templates as

well.

In Form Builder, a new “Custom Templates”

option is now introduced that help you to

design the custom templates the way you want.

To access “Form Builder” section, expand left pane, select

Administration > EMR > Form Builder.




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PATIENT NAME IN ALPHABETICAL ORDER IN PATIENT GROUP

On the Patient Groups screen, when you

found a long list of patients, it became

difficult for you to access a specific

patient.

To make it easier to search the exact

patient, you can see the patient list in

alphabetical order.

Similarly, when you book a group therapy appointment, you can see patient list in the alphabetical

order.




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DOCUMENT MANAGER – INTRODUCED NEW “RCM” CATEGORY

In the recent release, 3 new

system folders were added in

Document Manager.

In this release, a new

category “RCM” is introduced

and placed all those 3 folders

in this category.

These folders are: EOBs,

Insurance Correspondence,

and Patient Payments.

ABILITY TO HIDE LOCATION ON PRINT ORDER In Treatment Plan, when you click the Print Order button, you can see the location printed on the

order. You can now hide the location on the print order. You need to contact our customer support

team to enable this feature.




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DOCUMENT MANAGER – FILTER DATA BY PATIENT CATEGORY AND PAYER In Document Manager, you can now filter data by “Patient Category” and “Payer”. You will have to

select Encounter Note option in Folder Name to view the Payer drop-down.

MATCHING ILLNESS CODE INSTEAD OF ILLNESS DESCRIPTION

In Health Maintenance

configuration, when you

configured illness, the system

matched the illness description

when recording the details in

charting.

Now, instead of illness

description, system will match

the illness code and show all

related illness descriptions in

charting.

* The same change is also done in the Immunizations and Clinical Decision Support System (CDSS) modules.




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CONFIGURE DEFAULT MODIFIERS AND UNITS

In Visit & Procedure Codes, there was a feature to configure default modifiers and units using the

icon. This feature is now also introduced for Labs, Preventative Health, and Special Studies modules.

PRINT FACILITY ADDRESS ON FAX COVER LETTER Earlier system printed only the Practice address on the fax cover letter. Now, system facilitates you to

print Facility address instead. To print the Facility address on Fax Cover Letter, please contact our

customer support team.




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SEND NOTIFICATION E-MAIL FOR URGENT MESSAGES System enables you to receive e-mail notification upon various actions such as, at the time of receiving

To Dos, messages, and so forth. This feature is now enhanced, and you can now receive an e-mail

notification when you receive any urgent messages.

Locate a new option “Urgent Message” in Resources Management in the “Send Email Notification for”

drop-down list.

DRUG ADMINISTERED – INTRODUCED “MIL” OPTION IN DOSAGE DROP DOWN In the Drug Administered Configuration section, locate

a new MIL option in the Dosage drop-down list. Refer

to the adjacent screen.




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VISIT TYPE – INTRODUCED SMART SEARCH OPTION Visit Type has now become a smart search. You just need to put your cursor in the Visit Type box and

you will see a list of visit types over there. Type in few characters and then you can see the results

matching to your search.

In this release, this change will be applicable on the Book Appointment, Move Appointment, and

Rescheduled Appointment screens.




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OPEN A TICKET WITH UPLOAD FILES OPTION IN RESOURCE CENTER When you submitted a support ticket earlier, you could enter your message and sent to our client

support team.

To make the process of resolving your errors faster, system now enables you to upload the files on

Resource Center. You can take a snap shot of the error you are facing and upload it on the resource

center. You can also upload multiple files and send them to our customer support team and we will be

happy to assist you with the solution.




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ENHANCED ANTEPARTUM FEATURE WITH NEW LOOK AND FEEL The Antepartum feature is now enhanced with completely a new look and feel. All the features of this

module remain same; however, the presentation and the user interface are enhanced to make it more

user-friendly and intuitive.

Following are the snap shots of the Antepartum module:

Antepartum Form - Patient Demographics

Antepartum Form – Ob/Gyn History




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Antepartum Form – Medical History

Antepartum Form – Genetic History




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Antepartum Form – Physical Exam

Antepartum Form – EDD




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Antepartum Form – Flowsheet

Antepartum Form – Plan/Counseling

Antepartum Form – Postpartum




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NEW STICKY NOTE REPORT Sticky Notes is a feature wherein a practice user sends a sticky note to another user to take an action

at the time of performing any workflow, for example, John Smith sends a sticky note to John Doe to

inform him to collect $10 copay from patient at the time of booking an appointment.

In this release, a new Sticky Note Report is introduced to view all such sticky notes based on some

search options. You can fill up the search options and click Export Data to view the sticky notes details

in excel.

On the Sticky Notes excel, you can find following details:

• Patient Name • Subject • Description

• Color • Applicable Location • Applicable User

• Added By • Added On • Last Modified By

• Last Modified On • Date From • Date To




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ALLOWED PRIMARY SUBSCRIBER NAME IN FORM BUILDER

In Form Builder, you can

now select Primary

Subscriber Name from

the Database Value

drop-down list.




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ON THE FLY GROUP APPOINTMENT SCHEDULING System now allows the Mental Health providers to treat and chart notes for couple and family therapy

which usually includes multiple members at the same time in the same room.

Once you book an appointment for the primary patient, click in the appointment and you will see a new

option “Add more patients”. Click this option to add as many patients as you want to make a group.

Once you add patients, the appointment will become a Group Therapy appointment.

1. Go to the Scheduler Setup screen.

2. Select the “Enable Group Appointment Scheduling on the Fly” check box and select the number

of patients you want to allow in the group. Refer to the below screen for the configuration:

3. Once you configure the Scheduler Setup, you can add multiple patients on the fly.

4. Book an appointment for a patient.

5. Click that appointment and you will see “Add more patients” option as shown in the following

screen:

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6. Add multiple patients in a group as per your requirement.

7. Once you add multiple patients, the appointment will be treated as group therapy appointment.

8. Locate the following screen wherein you can see patients added in group along with indication

that 2 out of 5 patients are added by now.




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SET COLOR FOR HIGH PRIORITY NOTES When sending Patient, General, Financial Notes, you can now set color according to your requirement

for high priority notes.

To send high priority notes with your choice of color, go to Patient Search screen, click the Notes icon , and choose appropriate color

from the drop-down list as shown in below screen:




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INTRODUCED DX OPTION IN FORM BUILDER On the Form Builder screen, a new option Dx is introduced to place Diagnosis Codes on the form. You

can also place the Diagnosis Description next to the Dx Code.

To place the Dx Description, you need to select the Illness Description check box from the Dx Properties.




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CARE PLAN – INTRODUCED “PROGRESS STATUS” OPTION FOR LONG TERM GOALS In Care Plan, the Progress Status drop down was available for problems. Now, the Progress Status drop

down is also made available for the “Long Term Goals.” Refer to the following screen:

ADVANCED PATIENT LIST REPORT On the Advanced Patient List Report, 2 new fields are newly introduced:

• Last Patient Payment Collected

o This will show the payment collected from the patient as copay or direct payment.

• Date of Last Patient Payment




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MENINGOCOCCAL DOSES

Earlier, in Immunization, there was a

category as “Meningococcal”.

“Meningococcal B” was part of this

category.

Now, “Meningococcal B” is configured as

a separate category, and

“Meningococcal” will now be referred to

as ““Meningococcal ACWY”.

AUTO PROVIDE EDUCATION MATERIAL TO PATIENT PORTAL USERS System has an ability to provide education material to patient portal users automatically when the

Diagnosis, Problem List, Medication, or Lab is recorded in the system. Sometimes it becomes difficult

for the mental health providers to deal with patients when they receive call from them about education

material.

Now, the users can decide if they want to disable the feature of automatically sending patient education

material to patients.

If you do not want to send patient education material automatically to patient portal users, you can call our customer support team.

We will disable this feature for your practice.




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INTRODUCED PRINT ICON IN HELP FILE When accessing InSync, if you click “Ctrl H”, you can find the help file in a new tab. When reading

through the help file, you may want to print the page you are going through. System now enables you

to print the help page you are referring to. Locate a new Help icon in the top right side of your help

file.

To access InSync Help File, you can click the logged-in provider drop-down, and then click the Help option. Alternatively, you can also

press Ctrl H to access the help file.

UNBLOCK APPOINTMENT AUTOMATICALLY When the patient portal user sends an appointment request for a specific time slot, that time slot

becomes disabled in the system for next 24 hours so that any other practice user does not book another

appointment in that time slot.

Earlier Now

the user had to manually unblock the time slot

after 24 hours if the patient portal user’s

appointment is not booked in that time slot.

Now, this time slot is unblocked automatically

after 24 hours.

the practice users could not unblock the time slot

until 24 hours even though they wanted to

unblock it.

they can unblock the time slot within those 24

hours as per the requirement.




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RESTRICT USERS TO ACCESS PAST DATED ENCOUNTERS Some practices may not want all their users to access past dated encounters. System now allows you

to do so. A new field “Restrict Past Date Encounters for Users” is introduced on the Practice Level

Configuration screen.

To restrict the users from accessing the past dated encounters, go to Practice Level Configuration screen by clicking icon, expand

Encounter / Charting panel, and select the users who should not be able to access past dated encounters in the Restrict Past Date

Encounters field.




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REFERRING PROVIDER CHANGE IMPACT When you change Referring Provider in Patient Demographics, system now prompts a confirmation

message to make that change for future appointments as well. If you choose Yes, system will change

the Referring Provider in all future appointments, encounters, and charges automatically.

The referring provider will also change in the ended encounters; however, it will not change for the charges that are already

generated or submitted.

Further, when you change Referring Provider in Appointments, Encounters, or Charges, currently,

system prompts a confirmation message to change it in Patient Demographic as well. If you don’t want

to see this message every time when you change Referring Provider, contact our customer support team

and we will turn that feature off for your practice.

Please note that the referring provider will not change in Patient Demographics automatically.




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LAST PAYMENT DATE AND AMOUNT ON ADVANCED PATIENT LIST REPORT When you export the Advanced Patient List Report to excel, a new column is now introduced to view

payment date and amount for the last payment received from patient. Locate a new check box “Last

Patient Payment Collected” check box on the report:




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PROCEDURE TEMPLATE – SHOW NOTES AS LIST When you configured check boxes in Procedure Template, they appeared on the Encounter Note in a

single line separated by comma between each check box. Now, if you want to show each check box as

a separate line item on the Encounter Note, you can choose “List” option in the Note Format drop-

down list.

To view check boxes as a separate line item on the Encounter Note, go to Procedure Template configuration, choose a check box control,

click the Properties icon, and then choose List option in the Note Format drop-down list.




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VIEW REFILL REASON SENT BY PATIENT PORTAL USER When the patient portal users send the medication refill requests, a To Do is sent to the practice user.

Earlier, this To Do did not include the reason for refill the patient has mentioned. Now, the practice

will come to know the reason for refill along with refill request.

Refill Reason Mentioned by Patient Portal User

Refill Reason Received by Practice User




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SEND REFILL REQUEST TO PRIMARY PROVIDER ONLY When the patient portal user sends the medication refill request, it is sent to the users/groups that are

configured in the Practice Defaults > Patient Portal Settings panel.

Now, system facilitates sending refill requests only to the primary provider of the patient. A new check

box “Send refill request to Patient’s primary provider only” is introduced for the same. Refer to the

following screen:

STICKY NOTE – SEE NUMBER OF NOTES IN BUBBLE When you access the Sticky Note, you can see a number in the bubble that states that how many times

the sticky note has been updated or you can say how many notes the sticky contains.




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FORM BUILDER – TWO NEW FIELDS ADDED IN DATABASE VALUE In Form Builder, two new fields are introduced in the Database Value drop-down list:

• Latest Encounter Diagnosis List

• Current Medication List

You can use both these values only once in a single template.

When you use any of these values, you will be able to set number of

rows to be displayed.

If you want to show only the most recent 3 diagnosis or the most

recent 5 medications, you can choose an appropriate number from

the drop-down list as shown in the adjacent screen.




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APPOINTMENTS REPORT – VISIT TYPE SHOWING ACTIVE AND INACTIVE APPOINTMENTS On the Appointments Report, active and inactive visit types can be viewed separately in the drop-down

list.


Release Notes — v9.0.16 (PM Features) Release Notes (07/21/2017)


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PM FEATURES This section includes the PM features released in this version.

LAUNCHED RULE ENGINE BETA (PHASE I) System now automatically performs insurance eligibility check in offline business hours and update the

status in the system accordingly. This automatic check will be applicable only for the Primary Payers

and will be based on the Date of Service (and not based on the current date.)

Apart from the automatic insurance eligibility check, the eligibility options are also introduced on the

New Charge screen and in the New Charge Search panel. This will help the billers perform the insurance

eligibility check before submitting the charges.

Insurance Eligibility Check option on the New Charge Screen

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Insurance Eligibility Check option on the New Charge Search Panel




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VIEW BATCH NUMBER ON THE CLAIMS SUBMISSION REPORT EXCEL

System now facilitates to know the batch

number in which the claim was submitted. A

new column Batch Number is introduced in the

Claims Submission Report Excel.

SUBMIT 200 CLAIMS AT A ONCE On the Claims Processing screen, now you can view a list of 200 claims at once on the single page. At

the same time, you can also submit these 200 claims at a time to the clearinghouse.




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FILTER PRODUCTION SUMMARY REPORT BASED ON SERVICE PROVIDER The Production Summary Report now can be filtered based on the Service Provider. A new drop-down

“Service Provider” is introduced on the report. You can select multiple service providers to generate

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ENHANCED NEW CHARGE SEARCH ENGINE On the New Charge screen Search panel, you can now see the following search options that are newly

introduced:

• Patient Category

• Aging

• Balance

• Eligibility Status

• Resp Payer (Only the caption change. Earlier this was referred to as “Payer”)

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DIAGNOSIS UTILIZATION REPORT – SEARCH BY CPT CODES The Diagnosis Utilization Report now can be filtered based on the CPT Codes. A new search option “CPT

Code” is introduced on the report.




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UPDATE END DATE AUTOMATICALLY ON RUNNING INSURANCE ELIGIBILITY CHECK When you run the Insurance Eligibility check, system automatically pulls the End Date and update it in

the patient insurance section.

To enable this feature, please contact our customer support team.




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PHONE NUMBER APPEARS WITH HYPHEN IN PATIENT FINANCIAL SUMMARY The Patient Financial Summary screen now shows up phone number with hyphen, earlier there was no

space between the numbers.




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CLAIMS PROCESSING SEARCH PANEL – SELECT MULTIPLE OPTIONS On the Claims Processing screen, you can now select multiple options from the drop-down list. Locate

the Provider drop-down in the below screen. Accordingly, you can select the multiple options for the

other search options as well.

INTRODUCED WRITE-OFF OPTION ON THE ERA ADJUSTMENT SCREEN On the ERA Adjustment Code Configuration screen, a new Write-off option is introduced. Selection of

the Write-off option enables the drop-down list to select the Write-off Reason. Refer to the following

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PATIENT STATEMENTS – SYSTEM REMEMBERS USER SELECTION System now remembers the selection of logged in provider on the Patient Statement. Next time when

the user logs into the system again and access the Patient Statement page, the same selection will

appear on the screen.




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ABILITY TO CHANGE PATIENT INSURANCE Sometimes you may select a wrong insurance for the patient and later you may want to change it.

Previously you were not able to do so. System now allows you to change the patient insurance even

though the charge is generated. You cannot change the patient insurance once the charge is submitted.




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MANUAL PAYMENT POSTING ENHANCEMENTS The Manual Payment Posting feature is enhanced with the following changes:

On the Payment Posting screen,

1. Policy# will appear next to the payer name.

2. Information icon will appear that will show the previous payment details.

3. Balance column will be automatically updated as soon as you post the payment details, you do

not need to click Apply/Validate button after each entry like earlier it was.

4. When one check has payment for multiple claims, you do not need to enter same details (check

number and all) again and again. System will save these details for you and you can only add

different claim numbers for that payment.

5. The line items details will appear based on the combination of Patient and Claim# details, earlier

they appeared only based on the claim#.

6. The Load button is now removed. Instead, Patient Name and Claim# fields have become smart

search fields.

7. For Denial transactions, you will be able to change the Payment Type to Check, previously this

was not possible.

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On the Payments screen,

• System will remember the search options for the logged in user, so that next time when the user

logs in again, the same search options will remain intact and search results will appear based on

that selection.




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ROLES & PERMISSIONS FOR RCM FOLDER In Document Manager, a new category “RCM” is added in the left pane. You can now set Roles &

Permissions to access this folder. So that only the authorized users can access the RCM folder.

If you want to enable this feature for your practice, please contact our customer support team.




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INTRODUCED PAYER CATEGORY FOR INSURANCE PLANS A new section “Payer Category” is introduced that helps you to club the insurance plans under one roof.

1. Type in “Payer” in smart search

box on top left corner.

2. Click the Payer Category (in

Administration) option.

3. The Payer Category screen

appears.

4. Type in Category Name and click Add. The Payer Category will be added to the grid.




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5. Type in “Insurance” in smart search box on

top left corner.

6. Go to Insurance Management tab.

7. Click the Edit icon .

8. Select an appropriate option from the Payer Category drop-down list as shown in below screen:




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CARD HOLDER’S NAME ON STERLING PAYMENT RECEIPT

On the Sterling Payment Receipt, card holder’s

name will appear as shown in this screen:




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ENHANCED DAILY CHARGES REPORT The Daily Charges Report is now enhanced with completely a new

look and feel. You can find the new report more user-friendly and

intuitive.

In the Reports menu, you will see another Charge Activity Report

option. Locate this screen on the right side.

Highlights of New Report:

1. You can create your own query and the system remembers

it for you next time when you want to generate the report.

2. New options introduced for quick reporting. You can

generate report for,

• Today

• Current Week

• Last Week

• Current Month

• Last Month

• Customized duration

3. A separate panel is introduced for “Detail Charge & Payment Report” fields selection.

4. Help icon appears in top right corner that gives you detailed information on the new report.

5. Info icons placed where you can find the details for that particular item.

Locate the New Daily Charges Report User Interface as shown in the screen below:




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ENHANCED DAILY PAYMENTS REPORT & DEPOSIT SLIP The Daily Payments Report is now enhanced with completely a new look

and feel. You can find the new report more user-friendly and intuitive.

The old Daily Payments Report has both the options together on the

report; Daily Payments and Deposit Slip.

Now, you can find Daily Payments and Deposit Slip (Patient Payment

and Insurance Payment) as separate reports.

Locate the new “Payment Activity Report” and “Deposit Slip” as shown

in the adjacent screen.

Highlights of New Report:

1. You can create your own query and the system remembers it for

you next time when you want to generate the report.

2. New options introduced for quick reporting. You can generate report for,

• Today

• Current Week

• Last Week

• Current Month

• Last Month

• Customized duration

3. Help icon appears in top right corner that gives you detailed information on the new report.

4. Info icons placed where you can find the details for that particular item.




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Locate the New User Interface for Daily Payments Report and Deposit Slip:

SHOWING MORE THAN 6 LINE ITEMS ON NEW CHARGE INFO ICON On the New Charge Search Panel, earlier, only 6 line items were displayed on hovering mouse over the

information icon. Now, the system shows all the line items on the information icon.

Release Notes v9.0 - InSync Healthcare Solutions · 2018. 7. 11. · Release Notes — v9.0.16 (EMR Features) Release Notes (07/21/2017) Call 877-346-7962 for customer service or

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