Updates
| Summary | Description | Knowledge Base Article |
|---|---|---|
| Update to frozen charges | Below are the latest updates for frozen charges. 1. The "Show Inactive Charges" switch is now off by default. 2. Charges, units, and modifiers for frozen charges cannot be edited. 3. Deleting frozen charges is not permitted. 4. There is an option to reverse frozen charges. When a frozen charge is reversed, the system will process the reversal. Both the original and the reversal will be marked as inactive and will only appear when the "Show Inactive Charges" switch is enabled. 5. If an attempt to reverse a frozen charge that has associated insurance or patient payments, a pop-up alert will appear stating: "Transactions can't be reversed due to posted insurance/patient payments. Please remove them from the drchrono web version." | |
| New workflow for future dated charges (iPad) | When charges are entered for a future appointment date, they are classified as temporary charges and will not appear in any reports. Once the user saves the appointment on or after the appointment date, these temporary charges will be converted to actual charges and will begin to reflect in the reports. | |
| Update to CPT and HCPCS editing screen | An update has been made to ensure that CPT and HCPCS editing functions are now consistent on both the iPhone and iPad. | |
| Update to clinical note-saving function | Changes to a clinical note will immediately save whenever a smart field is switched on or off, or when the user leaves the form. | |
| Note rendering update | When tapping "View Complete Note", the clinical note will only render after all updates have been processed. | |
| Indicator for saving data update | When navigating away from a form, the progress indicator showing that data is being saved will only show if there are pending updates. | |
| Option to retry when changes fail to save in a clinical note | An alert will display that the save has failed within a clinical note. There will be an option to retry, dismiss the alert, and refresh the screen. | |
| Saving changes within a form | An update has been made where changes will be saved before leaving a form. | |
| Progress indicator added when making form template changes | A loading bar will display when making changes to a form template. | |
| Update to templates that fail to save | When a form fails to save, an alert will display. When the alert is dismissed, the form will reload. | |
| Update to auto-save function | The auto-save function will trigger before a user performs the following:
| |
| Idle time implemented for pending template updates. | An idle timer has been implemented when saving pending updates for templates. | |
| Clinical note pending changes update | Pending updates will be saved prior to a user toggling the "include in note" to off. | |
| Template change updates | When a user makes a change to a form template, the date will be saved immediately. If the user manually toggles the "include in note" button, changes will not be able to be made until the data is saved. | |
| Update to saving option (iPhone) | An update has been made to ensure consistency between the iPhone and iPad when saving data within a clinical note. | |
| Payments SDK Upgrade | DrChrono's Worldpay SDK has been updated to incorporate the latest security measures and performance enhancements, ensuring users a more secure and efficient transaction experience. |