Post on 19-Dec-2015
Overview
Version 2.54
Main Feature: Tx Milestones
Scheduler
General
1. Tx Milestones
2. Popup a warning when Dolphin is not being updated by OrthoProLogic
3. Added Delete button on Alert/Reminder popups
4. Procedures can trigger patient status changes on scheduling or checking out
Letters
1. Allow editing the Due Date for Letters when they are created
2. Payment plan is now a letter field
3. Allow triggering a letter by a number of months when checking out certain procedures
Overview - continued
Patient & Billing
General
1.Patient status history and audit
2.Added Delete button on Alert/Reminder popups
Financial
1.Hide transaction types that are no longer used by your office
2.Restored the ability to store credit card information on the Autopay screen
3.Replaced “Unbilled” with “Account Balance” on the Daysheet
4.OrthoBanc Integration
Insurance
1.Fixed the ADA on the last detail line of the insurance form.
2.Fixed bug where closing the form using X/Close button did not save the form
3.Corrected issue with ADA numbers not appearing when Insurance Template is loaded on the insurance form.
Tx Milestones
Treatment milestones can be set up by the doctors to highlight progress of treatment.
An overall status bar will show progress in a graphically manner. Each separate milestone will show estimated completion time, and if complete, the number of months treatment is ahead or behind schedule.
Tx Milestones
Milestone grid shows on chart when milestones are present. Toggle allows switching between Tx Sequence Notes and Tx Milestones.
Actual date can be entered directly on the chart screen
Double click the milestone grid to open the full Milestone Screen.
Tx Milestones
The edit screen for entry/update of Tx Milestones. Includes ability to save milestones as template for reuse.
Scheduler Login
Fixed the login to the scheduler to work the same as the billing program. You need to login before an access to the scheduler is granted.
Dolphin Transfer Message
Warning message with the service that transfers to Dolphin is not processing updates.
Alert/Reminder Popup – Delete option
When an alert (schedule, chart, financial) pops up for a patient, you now have the option to delete it. It can still Edit or Dismiss the alert if desired.
Automatic Patient Status Changes
Use the Procedure configuration screen to set an automatic status change.
Letters – Trigger by number of months
Allow triggering a letter by a number of months when checking out certain procedures
Autopay
The Autopay screen has been restored
Daysheet
Replace the column labeled “Unbilled” with “Account Balance”
OrthoBanc
Full integration of OrthoBanc. Pulls down all automatic drafts and credit card transactions. This screen allows a review and automatic posting to patient ledgers.
Insurance
1. Fixed the ADA on the last detail line of the insurance form.
2. Fixed bug where closing the form using X/Close button did not save the form
3. Corrected issue with ADA numbers not appearing when Insurance Template is loaded on the insurance form.