ProviderSuite 8.1 Release Notes

ProviderSuite 8.1 Release Notes

Customer Release Notes
ProviderSuite Web App
Version 8.1  




Contents

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 126: Added Charts tab

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 1783: Standardized applet launching method to JavaScript

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



ProviderSuite Web App

PBI 1610: Updated Billing tab UI and renamed to Claims tab

  1. The top level Billing tab is renamed to “Claims”

  2. Removed Install Prerequisites link; Click here if you are having trouble launching Billing Applet link; and Set Trusted Sites link.

  3. System messages section moved from left-side to right side under Useful Links

  4. Incorporated Billing applet icon (Purple $) into the “Launch Billing” button

  5. Added Claim and Account Summary grid

    1. Populated grid with data from the static data generated by night job ( note: no drill-down hyperlinks )

    2. “Refresh” button will refresh the data with the current values and update the timestamp

    3. “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.

    4. Claim and Account Summary grid is hidden if user security level is Charge Entry 1, Charge Entry 3, File Clerk or Front desk.

PBI 1572: Renamed Scheduling to Appointments

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

PBI 1566: Added Filters to Unapplied Payments list

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

PBI 806: Added Other Report - Report Usage

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

Report Parameters:

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)

Report Columns:

  1. TimeStamp

  2. Report Name

  3. User Name

  4. User Last Name, First Name

  5. User Security Level

  6. Facility Group Name

PBI 126: Added Charts tab

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

  1. If Hidden, do not show the tab to any user on the account.

  2. 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.

  3. 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

  1. 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."

PBI 755: Redacted first five digits of SSN under Appointment Details

On Appointments > View Schedule > Appointment Details, the first five digits of the patient’s SSN are now hidden.


PBI 1412: Updated UI on Settings > Providers

  • “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

PBI 1413: Updated UI on Settings > Users

  • “Link Additional Users” link to “Link Existing User”

  • “Add New Users” to “Add User”

  • “Users linked to the account” to “Filter User List”


PBI 1414:  Updated UI on Settings > Users > Add User

  • 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”

PBI 1783: Standardized applet launching method to JavaScript

Standardized the method of launching ClickOnce applets to JavaScript method that will perform the redirect. This solves the Google Chrome issue that results in an “unsafe redirect” error.

  1. Billing > Launch Billing

  2. Billing > Launch Support Tool

  3. Scheduling > Launch Schedule Manager [button will be renamed Launch Scheduling]

  4. Receivables > Launch Receivables

  5. Receivables > Launch Receivables Settings


PBI 681: Added Privacy Notice text on Patient Registration Form

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.

PBI 1313 (Bug 765 / Bug 1403): Updated printing method for ERAs

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.

PBI 1899: Added Attachment Transmission Code - FT File Transfer

To support claim attachments, a new Attachment Transmission Code was added - “FT” with description “File Transfer”

PBI 1898: Added CPT Code Q5111

Added ‘Q5111' with description 'Injection, udenyca 0.5 mg'

PBI 1897: Added Adjustment Code 02d - Study

Added  Adjustment Code named "Adjustment 02d - Study"

PBI 1896: Updated Taxonomy Code 246ZC0007X

UPDATE [specialty] SET specialty_desc='Specialist/Technologist, Other - Surgical Assistant' WHERE Ansi_code= '246ZC0007X'

PBI 1900: Optimized claims processing queue

Added indexes and updated stored procedures to improve performance of the claims processing queue.

PBI 1903: Updated Pt statement generation process

Updated SP GetReportPatientStatements to pull patients if statements were generated on same day when report is created.

Bug 182: Middle Name incorrectly appears first on Appointment Details

Format is now (LastName, FirstName Middle Name).

Bug 1223: Error on second print attempt for Scheduling Reports

Scheduling > Encounter Forms reports > Run Report > Printing more than once will not throw an error.

Bug 802: Claim List With CPT Detail reports don't correctly show Primary Debtor

Resolve an issue with the GetReportClaimListWithCPTDetail procedure so that it now shows the Primary Debtor correctly on certain Claim List reports.

Bug 1410: Provider Non-Manager users should not have access to Settings > CPT Codes

User with security level of  Provider, Non-Manager no longer have access to CPT Code Screen.

Bug 1902: Group numbers not correctly populating in Item 33B on 1500 forms

Added a condition to the GetHCFAreportWithNPI stored procedure to correctly fetch the grp_nbr value to populate Item 33B on printed 1500 forms.

Bug 1901: Refund report won't generate

Resolved a performance issue on the getRefundRpt1 stored procedure that was causing the Refund report to time-out for certain accounts.

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