Release Notes v 4.10

Release Notes v 4.10

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The POPS 2.3 Release Notes can be found here.

Patient Note Alert Enhancements

Notes

Notes and Alerts have been greatly enhanced. Category has replaced Type and Classification. New features include: Snooze-able Alerts, Effective/Expiration dates, attach to multiple Encounters, Hide-able System Notes, Archive (new User permission), and additional filters for searching across Patients.

PDF Form Mapping

Forms and Superbills
Forms can now be mapped in the PM. If you are using POPS, these Forms can be signed in POPS.
Learn More: Map Forms

Linked Libraries for Parent/Child Databases

Database and Administration

Parent Databases can now link their Libraries to a Child Database to ensure that the same records are present in both Databases.

Learn More: Linked Libraries

Charge Management Actions v2

Administration

More Actions have been added to Charge Management. This will simplify the process of adding, modifying, or replacing information on a Claim and/or Encounter.

Learn More: Charge Management Actions

Manage Appointments En Masse

Calendar/Scheduling and Notifications

On the Calendar Tab: Manage, you can use the Manage Appointment button to update Appointment Statuses in bulk and send Notifications to all affected Patients.

See Appointment Update Reminders below for more information.

Learn More: Calendar Tab Navigation

User Access by Facility

User Maintenance

A Patient Access Permissions panel has been added to User Maintenance to allow User access to Patients by Facility.

Learn More: Add or Modify a User

Two-Factor Authentication Requirements

User Maintenance

To best ensure the safety of your data, Two-Factor Authentication is now required for all Users. This will become enforced when a user resets their password.

Learn More: Two-Factor Authentication | Add or Modify a User

Transaction Codes: Text and Background Color

Background and Text Color options have been added to the Transaction Codes Library to help identify specific Transactions more easily.

Learn More: Add/Modify/Delete Transaction Codes

Add Guarantor: Copy Email and Cell Phone for Child Relationship

If the Patient's Relationship to the Guarantor is Child, the Copy from Patient checkbox will now copy the following fields: Address, Phone Numbers, and Email address.

Learn More: Add/Register a New Patient

Payment Plan Rules

A Rules button has been added to the Payment Plan screen to auto-calculate the maximum number of Payments allowed.

Learn More: Payment Plan Rules

Pre-Payment Checkbox Added to Receipts

A checkbox has been added to the Patient Payment Receipts screen, allowing users to treat unapplied amounts as Pre-Payments and remove them from the statement balance calculation. Additionally, an expected Date of Service (DOS) can be specified.

Learn More: Pre-Payments

Provider Level Adjustment Option for Apply ERA Jobs

A Post/Do Not Post Provider Level Adjustment option has been added to the Job Scheduler when Applying ERAs.

Learn More: Apply ERAs Using the Job Scheduler

Charges / System Setting

A new system setting, Admin > System Settings > Charges > LINKMULTIPLEAPPOINTMENTS, enables the Link Appointment popup to display when editing a Charge, even if an Appointment is already associated.

Learn More: LINKMULTIPLEAPPONTMENTS

Add-On Product Release Notes

Advanced Voices for Reminders

Patient Outreach

Advanced voice options have been added to Voice Templates to increase the customizability of Voice Templates.

Learn More: Message Templates for Appointment Reminders and Recalls

Send Immediate Appointment Reminders

Immediate Appointment Reminders can be sent from the Patient Appointments panel on the Patient Dashboard from the Patient Appointment screen.

Learn More: Appointment Update Reminders | Appointment Reminder Overview

Appointment Update Reminders

Appointment Update Reminders can be sent immediately:

  • While updating Appointment Statuses en masse from Manage Appointments.
  • When scheduling a Block Appointment where Patient Appointments are already scheduled.

Learn More: Appointment Update Reminders | Appointment Reminder Overview

Appointment Scheduled Confirmation

A new Delivery Timing option (When Scheduled) was added to allow a Reminder to be sent as soon as an Appointment is scheduled to support Booking Confirmation workflows.

Learn More: Send Booking Confirmations | Appointment/Recall Reminder Sets

Message Template Access from Balance Notifications

A Message Templates button has been added to Statement Balance Notifications to view, add, or modify Message Templates.

Learn More:

Phonetic Spelling of Provider Names

The Phonetic Spelling of a Provider's name can be added to Voice Reminders to ensure the Provider's name is being correctly pronounced.

Learn More: Billing/Rendering Providers


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