Table of Contents

New Features/Enhancements

1. Add columns to Patient List by Name by Referring Provider Report

Description: 

Included two new columns "Referring Provider ID" and "Referring Provider’ Name" in the "Patient List By Name" (Under “Reports --> Billing”) report, to help identify the details of the providers. 

1. Referring Provider ID (column) - will display the provider ID that is available either on the Provider setting tab (or) the Claims general screen.
2. Referring Provide Name (column) - will display the provider name that is available in the Patient demographics screen.

2. Toggle on/off option to include/exclude Patient balance in print receipt

Description:

To provide the ability to either include/exclude the patient balance detail in the Patient print receipt.  

1. New checkbox “Exclude Patient Balance” has been included under Patients (main tab) --> Patients Payments (sub tab) in the application. 
2. The default state of the checkbox will remain unchecked/disabled. 
3. Patient Balance information will be included/excluded in the Patient balance receipt based on the settings being enabled/disabled.

3. Add patient mobile phone and other phone to “Patient list with address detail” report.

Description:

Included two new columns “Patient's mobile” and “Other phone” numbers in "Patient List with Address Detail" report available under Reports (main tab) --> Billing (sub tab)

1. Mobile Phone (column) - will display the patients mobile phone number in the report. . 
2. Other Phone (column) - will display the patient’s other phone number (if applicable) in the report.  

4. Patient List by Date Created

Description: 

To provide the ability to indicate the deleted status of each patient include in the “Patients List by Date Created” report (available under Reports (main tab) --> Billing (sub tab)). 

1. A new column “Deleted” has been added to the report that will indicate if the corresponding patient in the report has been deleted or not by displaying Yes/No value.
2. The “Deleted” column will be included in the report only when "Include Deleted Patients" checkbox option is ticked/enabled.

5. Transaction Analysis User Detail Report

Description: 

To provide an option for the user to generate "Transaction Analysis User Detail" report by using "Date Saved" option.

1. Included new option "Date Saved" under Reports (main tab) --> Productivity (sub tab) -->"Transaction Analysis User Detail" report --> Parameters (section) --> Calculation Options.
2. Selecting the "Date Saved" option will generate the report with the claim details of all the claims those were saved between the date range mentioned in "Period Beginning" and "Period Ending" fields.