New features | Enhancements
New features
Optional clinical notes
- You can now distinguish between regular and optional clinical notes when viewing the Appointments List.
- When the optional clinical note is turned on for an appointment (via the appointment profile), it remains optional even after the appointment is started or edited.
- Select Optional Note to open and edit the note in the same way as regular clinical notes.
Distinction between regular and optional clinical notes
- Appointments with an optional clinical note show the Optional Note label instead of View Note.
- Regular appointments continue to show View Note for mandatory clinical notes.
Feature flag for optional notes
- When this feature flag is turned on, appointments scheduled with an optional clinical note show Optional Note.
- When the feature flag is turned off, appointments scheduled with optional clinical notes will revert to the regular note setting and show View Note instead.
Enhancements
Unification of billing code editor screen
We updated CPT and HCPCS editing functions so they are consistent on both the iPhone and iPad.
Frozen transaction reporting
- Charges, insurance payments, patient payments, adjustments, and denials are now frozen based on their posted (created) date.
- Once transactions are frozen, reports consistently reflect the same data regardless of when they are generated.
- Customers must finalize or delete unmatched ERA transactions before initial freezing.
New workflow for future dated charges
- When charges are entered for a future appointment date, they are classified as temporary charges and do not appear in any reports.
- Once you save the appointment on or after the appointment date, these temporary charges are converted to actual charges and begin to reflect in the reports.