Practice Director Version 2.2, Ready for Beta; Release Notes

Posted on 25. Feb, 2010 by in Software Updates

Enhancements & Bug Fixes:

EMR

  • Additional Testing tab text fields, removed character limit
  • Service Date now defaults to today’s date
  • Added Contact Lens trial section
  • Added confirmation dialog if creating an exam for a date that already has one
  • Moved Vitreous from Disc Assessment to Posterior Segment
  • Contact Lens Color Name character limit has been increased to 60 characters from 30
  • Copy Subjective in Final Rx>Spectacle not copying to Secondary and Tertiary now fixed
  • Load Normal Template no longer causes error by trying to load Pharmacy Rx information
  • Diagnosis Codes dialog made larger and re-sizable
  • Documents and Images tab will now open items in Linux
  • Added ability to enter any value into Rx text fields
  • Added ability to add multiple Medical Prescriptions
  • Moved saving images from the database to file system. Should increase performance

Reporting

  • Prescription report changed to show all information from EMR
  • Patients by Insurance report now shows full Insurance Company name regardless of length
  • Prescription report now shows correct office associated with prescription
  • Dispensary Inventory Sales Detail report no longer shows when empty
  • Insurance Adjustments report no longer shows when empty
  • Medical Prescription report now shows Generics Allowed indicator
  • Added OZ and CT fields to prescription report
  • A/R Insurance Aging report no longer cuts off totals for large values
  • Patients by Insurance Company report shows full patient phone number
  • Statements now properly show all invoices with credits from returns

SpexUPC

  • Now works in Mac environment
  • Added Frame Facts Cost to table

Claims

  • Batching claims no longer causes of-by-one cent errors
  • Fixed problem where deleted claims could improperly be Rejected, thus allowing them to be re-batched
  • Could not properly edit HCFA form that had more than 2 pages. Has been fixed

Invoicing

  • When looking up a new patient it would sometimes not change the patient. Fixed

Prescription

  • Re-wrote Patient Prescription screen to work with contact lens trial changes in EMR. Multiple enhancements
  • Added ability to enter any value into Rx text fields

Dispensary

  • “View/Select History” date displayed is now always the latest prescription date for patient
  • Added ability to enter any value into Rx text fields

Scheduling

  • In the New Appointment dialog, patient “Alerts” button wasn’t working. Fixed
  • On Mac OS, pop-up dialogs not always showing correct patient has been fixed
  • Saved notes now always match patient

Refunds

  • Patient and Insurance refunds rewritten. Multiple enhancements
  • Enhanced form validation with on-screen overlays
  • The insurance look-up dialog has been rewritten for better ease-of-use
  • Fixed problem of not being able to view voids when all amount had been voided and none was refunded

Patient Payments

  • Changed “Adj” column to “Write off”. Changed “Payment” to “Transaction” in View dialog
  • Enhanced form validation with on-screen overlays

Returns

  • Enhanced form validation with on-screen overlays
  • Fixed problem with deleting an insurance return that had been refunded
  • Insurance Credits created from a return now have the date of the return instead of current date

Insurance Payments

  • Enhanced form validation with on-screen overlays

Patient Demographics

  • Enhanced “stale patient” check to better detect when changes to a patient happen in other areas of the application (invoicing, EMR)
  • Added Images tab to Patient Demographics that contain all images for a patient
  • Appointment History now shows all past and future appointments. It used to limit past appointments to three.

Insured Persons

  • Can now delete an insured person

Keyboard shortcuts have been added to the application in several locations.  Major screens have been given the following shortcuts:

  • Ctrl-D – Patient Demographics
  • Ctrl-S - Scheduling
  • Ctrl-N – Insurance Payments
  • Ctrl-I - Invoicing
  • Ctrl-L – Ledger
  • Ctrl-P – Patient Payments
  • Ctrl-F - Refunds/Voids
  • Ctrl-T - Returns
  • Ctrl-Y – Dispensary
  • Ctrl-M – EMR

Hitting those key combination’s anywhere in the application will take you to those screens.

Additionally, the Insurance Payments screen has some added keyboard shortcuts internally. <em>Alt-left arrow</em> and <em>Alt-right arrow</em> now move from claim to claim in the navigation table. When editing the Payment Posting table, <em>enter</em>, <em>tab</em> or the <em>arrow</em> keys move from field to field. When on the “Rollover Disallowed To” field, hitting the <em>F2</em> key will open the drop down.

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2 Responses to “Practice Director Version 2.2, Ready for Beta; Release Notes”

  1. Georgeann Wade, OD

    09. Mar, 2010

    Would really like to see a spot where you can put an expiration date on the CL Rx. Or the original date of the exam would show up on the printed CL Rx , so we could easily put an accurate expiration date in. My opticians need to see in the dispensary order area if they are about to fill an expired Rx or not!!

  2. Sarah Dirksen Senior Software Consultant

    24. Jun, 2010

    The short term solution is to enter the expiration date in the Recommendations field. Information within the Recommendations box goes to the dispensary order so the optician can view it and it also prints on the printed prescription in the Recommendations field.

    In version 2.3 we will be adding expiration dates for both spectacles and contact lenses.

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