Customer Release Notes
ProviderSuite Web App
PBI 1610: Updated Billing tab UI and renamed to Claims tab
PBI 1572: Renamed Scheduling to Appointments
PBI 1566: Added Filters to Unapplied Payments list
PBI 806: Added Other Report - Report Usage
PBI 755: Redacted first five digits of SSN under Appointment Details
PBI 1413: Updated UI on Settings > Users
PBI 1414: Updated UI on Settings > Users > Add User
PBI 681: Added Privacy Notice text on Patient Registration Form
PBI 1313 (Bug 765 / Bug 1403): Updated printing method for ERAs
PBI 1899: Added Attachment Transmission Code - FT File Transfer
PBI 1898: Added CPT Code Q5111
PBI 1897: Added Adjustment Code 02d - Study
PBI 1896: Updated Taxonomy Code 246ZC0007X
PBI 1900: Optimized claims processing queue
PBI 1903: Updated Pt statement generation process
Bug 182: Middle Name incorrectly appears first on Appointment Details
Bug 1223: Error on second print attempt for Scheduling Reports
Bug 802: Claim List With CPT Detail reports don't correctly show Primary Debtor
Bug 1410: Provider Non-Manager users should not have access to Settings > CPT Codes
Bug 1902: Group numbers not correctly populating in Item 33B on 1500 forms
Bug 1901: Refund report won't generate
The top level Billing tab is renamed to “Claims”
Removed Install Prerequisites link; Click here if you are having trouble launching Billing Applet link; and Set Trusted Sites link.
System messages section moved from left-side to right side under Useful Links
Incorporated Billing applet icon (Purple $) into the “Launch Billing” button
Added Claim and Account Summary grid
Populated grid with data from the static data generated by night job ( note: no drill-down hyperlinks )
“Refresh” button will refresh the data with the current values and update the timestamp
“Print” button will open up a pop-up with a header of the account name and a copy of the Claim and Account Summary grid that users can then print using their browser print function.
Claim and Account Summary grid is hidden if user security level is Charge Entry 1, Charge Entry 3, File Clerk or Front desk.
Renamed Scheduling tab to ‘Appointments’ to match new tab naming convention.
Launch Scheduler Manager button changed to “Launch Scheduling”
To add/edit appointments, text changed to “This is a read-only view. To add/edit appointments, please launch the scheduling applet.”
Reports > Scheduling sub-tab changed to Appointments
Settings > Scheduling sub-tab changed to Appointments
Admin > Account Set-up > Schedule Tab label changed to Appointments Tab
On Payments > Patient Payments > Filter boxes added for each data column with a Search button at the right-side. (Note: No Filter column for the Action column as it is not a data column.)
Populating one or more Filters and pressing Search will retrieve matching data
Leaving all Filters blank and pressing Search retrieves all data
Using the reports_usage_log table added in version 7.4, created a new report in the Other Reports category that lets users access the report activity date.
Report Category: Other
Report Title: Report Usage
From: - date picker, defaulted to first day of current month
To: - date picker, defaulted to today
Query: Retrieve all records from reports_usage_log where timestamp is within selected date range and Facility_Group_ID matches currently selected account in Account Drop-down and Security Level of User does not equal 10 (SysAdmin)
User Last Name, First Name
User Security Level
Facility Group Name
A new top-level tab named ‘Charts’ added after payments
This chart is handled by a setting under Admin >Account Set-up field named ‘Charts Tab’ between payments Tab and Documents Tab.
‘Charts Tab’ field will have 3 options : Hidden, Displayed and Enabled where
If Hidden, do not show the tab to any user on the account.
If Displayed, show the tab and display the default marketing message. The page displayed should be a .htm page that is easily editable by any PracticeAdmin admin user The page will be named "charts.htm" to match the tab. On the app server this page will be located in a folder name "Marketing" under *\inetpub\wwwroot\PAWebAPP\. Note: "Displayed" is the default value for this tab.
If Enabled, a new browser tab will open using the URL set on Settings > Charts > Charting/EMR/EHR System URL.
This is handled by a new sub-tab Settings > Chart Screen. Section named “Chart Options” with one field labeled “ Charting/EMR/EHR System URL” with a text input box and an Update button
If Enabled but there is nothing in the URL field on Settings > Charts, display a message on the screen in red text that says "This feature is not configured. An Account Manager should go to Settings > Charts to complete the configuration."
On Appointments > View Schedule > Appointment Details, the first five digits of the patient’s SSN are now hidden.
“Include Referring” checkbox label to “Include Referring””
“Edit Provider Info” to “Edit Provider”
“Deleted Selected Provider” to “Delete Provider”
“Add New Provider” to “Add Provider”
“Add Provider” changed to a link and moved to upper-left
“Link Additional Users” link to “Link Existing User”
“Add New Users” to “Add User”
“Users linked to the account” to “Filter User List”
Changed “Add New Users” to “Add User”
Removed Middle Name field
Changed “User name” to “Username”
Changed “Add new user” to “Add User”
Fixed typo “contain atleast one” to “contain at least one”
Billing > Launch Billing
Billing > Launch Support Tool
Scheduling > Launch Schedule Manager [button will be renamed Launch Scheduling]
Receivables > Launch Receivables
Receivables > Launch Receivables Settings
On Reports > Scheduling > Patient Registration form > Run Report > Right click on a row, Generate selected
Added a Privacy Notice with a signature block that comes under Assignment of Benefits and Information Release
Text of Privacy Notice:
Notice of Privacy Practices
I understand that I have certain rights to privacy regarding my protected health information. I acknowledge that I have received or been offered a copy of <account name> Notice of Privacy Practices and understand that the Notice may change at any time. I give consent to <account name> to obtain my prior medical records from outside practices and send office notes to other physicians to coordinate care on my behalf.
EDI Payments > View ERAs > Click on one of the ERA and Claim Detail Link once when results appear. ERA and Claim Detail Popup window with Claim details will now show up. ‘Print EOB’ option will now correctly print the EOB.
To support claim attachments, a new Attachment Transmission Code was added - “FT” with description “File Transfer”
Added ‘Q5111' with description 'Injection, udenyca 0.5 mg'
Added Adjustment Code named "Adjustment 02d - Study"
UPDATE [specialty] SET specialty_desc='Specialist/Technologist, Other - Surgical Assistant' WHERE Ansi_code= '246ZC0007X'
Added indexes and updated stored procedures to improve performance of the claims processing queue.
Updated SP GetReportPatientStatements to pull patients if statements were generated on same day when report is created.
Format is now (LastName, FirstName Middle Name).
Scheduling > Encounter Forms reports > Run Report > Printing more than once will not throw an error.
Resolve an issue with the GetReportClaimListWithCPTDetail procedure so that it now shows the Primary Debtor correctly on certain Claim List reports.
User with security level of Provider, Non-Manager no longer have access to CPT Code Screen.
Added a condition to the GetHCFAreportWithNPI stored procedure to correctly fetch the grp_nbr value to populate Item 33B on printed 1500 forms.