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7.1 HTML5 Release Notes – Ortho/Pedo and Ortho Only July 2020

This document outlines new features and bug fixes for Ortho/Pedo and Ortho Only in the 7.1

HTML5 release.

New Features Questionnaire Printing Now Available from the Questionnaires Window

HIPAA View Added to Locator Details

Email Appointment Ticket from Schedule

Email Appointment Ticket from Appointment Details Dialog Box

Easier to Read Patient Name on Scheduled Appointments

Treatment Card Includes Navigation for Related Patients

Ability to Email Images as a PDF and Include Patient Header Info

Rebuild Claims Utility

Update Patient Utility – Status, Doctor and Location

Inactive Accounts Utility

Bugs Bugs

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Questionnaire Printing Now Available from the Questionnaires Window Ortho

You now have the ability to print questionnaires not using a Data Miner or Letter Queue. A

Print button has been added to the Questionnaires window.

1. From Home, select View Questionnaires. The Questionnaires window displays.

2. From the Questionnaire field, select the desired questionnaire to be printed. The

completed questionnaire displays.

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Note: If you don’t see a questionnaire or the desired questionnaire, click + New to

complete a questionnaire.

3. Click Print.

The Report View displays the questionnaire along with the Print dialog box.

4. Make your print selections and click Print. The questionnaire will be printed.

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HIPAA View Added to Locator Details Ortho/Pedo

For Administrators Only: A new App Preference has been created: LocatorDetailsHIPAAMode.

For Users: You now have the option to turn on HIPAA on the Locator Details window. When

HIPAA is checked from this window, patient names on the Locator Details window, the Locator

Bar and the Light Bar switch to patient IDs.

Note: When HIPAA is checked on the Locator Details window, Cloud 9 does not automatically

change patient names to patient IDs on appointments displayed on the Schedule. You can use

the HIPAA option on the Schedule to switch from patient names to patient IDs on the schedule.

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When you check HIPAA, Cloud 9 automatically checks Hide Patient Images.

However, you can uncheck Hide Patient Images to view the patient images while keeping

HIPAA checked.

When you click HIPAA to turn off HIPAA, you must enter your login information.

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Email Appointment Ticket from

Schedule Ortho/Pedo

Cloud 9 has added the option to Email this

Appointment Ticket on the context menu

when you click on an appointment on the

Schedule. This matches SilverLight

functionality.

Email Appointment Ticket from

Appointment Details Dialog Box Ortho/Pedo

Cloud 9 has added the option to Email

appointment ticket to the Appointment

Details dialog box when you are scheduling

a patient. This matches SilverLight

functionality.

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Easier to Read Patient Name on Scheduled Appointments Ortho/Pedo

Cloud 9 increased the font size and bold format of the patient’s name on a scheduled

appointment to make it easier for you to read.

Treatment Card Includes Navigation for Related Patients Ortho Only

Now from the Treatment Card, you can easily jump

from a patient to his/her related patient, such as a

brother or sister.

From the Related Persons section on the Treatment

Card¸ the related persons who are also a patient will

display as a link. When you click on the link, a drop-

down menu displays with options to navigate to the

related patient’s information,

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Ability to Email Images as a PDF and Include Patient Header Info Ortho Only

Now when you send an image, you have the option to send it as a PDF.

The patient ‘header’ information, as what displays when you print an image, also displays at the

top of the PDF.

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Rebuild Claims Utility

The Rebuild Claims Utility enables you to save time by making bulk updates to claims. Examples

of bulk updates include an insurance company’s billing address changes; your office moves or a

doctor leaves your practice. This feature is primarily used to update new claims not yet

submitted.

Once you make the desired update within Cloud 9, you can run the Rebuild Claims Utility.

Without this utility, you would have to manually update each claim.

1. From the Edit menu, select Run Utility> Rebuild Claims Utility.

The Rebuild Claims Utility displays.

2. Select the desired filters to locate the claims that need to be updated.

Notes:

• In the Status field, do not select Printed or Submitted. Claims marked as printed or submitted, in most cases, have already been submitted to the insurance company and making changes are usually not needed.

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• If you select Use Date Range and leave the End Date blank, then the utility will rebuild claims from the start date into the future.

3. Click Rebuild Claims. The Rebuild Claims dialog box displays asking you whether you’re

sure you want to build X (number) of claims.

4. Click Rebuild. The Rebuilding Claims dialog box displays, confirming the number of

claims rebuilt.

5. Click Complete. The rebuild claims display in the Insurance Claim Queue.

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Update Patient Utility – Doctor, Status and Location Under the Update Patient Utility, you have the option to update patients’ status, doctor and

location as it appears in Edit Patient.

Update Doctor

1. From Edit, select Run Utility / Update Patient Utility. The Patient Update Utility window displays.

2. From the dropdown list, select Doctor. The status options display.

3. Select the Doctor you want to update and click Update. The Update Doctor dialog box displays.

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4. From the dropdown list in the Update To: field, select the desired Doctor.

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5. Click Update. Affected patients will have their doctor updated to the ‘new’ doctor.

Update Status

1. From Edit, select Run Utility / Update Patient Utility. The Patient Update Utility window displays.

2. From the dropdown list, select Status. The status options display.

3. Highlight the Status you want to update and click Update. The Update Status dialog box displays.

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4. From the dropdown list in the Update To: field, select the desired status.

5. Click Update. Affected patients will have their status updated to the ‘new’ status.

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Update Location

1. From Edit, select Run Utility / Update Patient Utility. The Patient Update Utility window displays.

2. From the dropdown list, select Location. The location options display.

3. Highlight the Location you want to update and click Update. The Update Location dialog box displays.

4. From the dropdown list in the Update To: field, select the desired location.

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5. Click Update. Affected patients will have their status updated to the ‘new’ location.

Inactive Accounts Utility

1. From Edit, select Run Utility / Update Patient Inactivate Accounts. The Inactive Accounts window displays.

2. Enter the number of years since last activity in the Years Since Last Activity field.

3. From the Set to Status field, select Inactivate.

4. Click Reload Queue. Cloud 9 returns the matching patient records.

5. Select the patient record(s) that you want to inactivate. Note: You can select all patient records by selecting the checkbox on the header row.

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6. Click Update. Cloud 9 updates the patient record(s) to Inactive.

Bugs

Feature Description

Add Patient Age Calculation Ortho/Pedo

When adding a new patient, the age calculation has been updated to ensure the accurate age displays. For example, if someone is 11 years and 11 months old, it will now display 11 years old. Previously, it would have rounded up to 12 years old.

Contract Charges Ortho/Pedo

The Contract Charges field in the net footer of the ledgers are now properly calculating with the charges rolled out from the contract.

Insurance Claim Form

Ortho/Pedo

Formatting for Box 35 on claims have been adjusted to match SilverLight.

To-Dos Ortho

If no employee is specified for a triggered To-Do, Cloud 9 now prompts the user to select an employee.

Images Ortho

Cloud 9 made enhancements to improve image quality when you print images.