Release Notes

Launching the release notes.

New Features:

Enhancements:

1. Add more “Document Type” options
2. Cases -> Sort by date (newest on top)
3. Authorization Dates Label inside case
4. Billing -> Claims -> Secondary 837
5. Bell/Notifications Update to include eFax status
6. Finalizing a Note with 0 treatment duration -> update error message
7. Insurance Tab -> Payment Information -> Allow Date Ranges

Bug Fixes:

1. Insurance Value(s) Not Setting
2. CPT case type settings
3. Settings -> Referral Request -> Not plugging into the Referral Fax
4. 837 File Not Retaining the PRIMARY DX code
5. Schedule – Prevent user from scheduling date range

Launching the release notes.

New Features:

Enhancements:

1. Visits Report – Separate Date and Time in different columns
2. Patient Telehealth Tab

Bug fixes:

1. Quick Discharge – Cpt Units/Minutes False Validation
2. Printed schedule -> missing office name/logo

Launching the release notes.

New Features:

Enhancements:

1. Claims – Ready To Send – Sync To Collab MD
2. Patient Portal – Payments & Visits
3. V&R – None visit type shouldnt be printed in Description field
4. Receipts PDF -> if there is a negative balance -> label as “CREDIT AMOUNT”
5. Notes With Missing POC – Exclude RTM notes from the grid
6. Patient Portal – Documents
7. HOLD -> should not bring you back to page 1 upon clicking
8. Static Events: Allow users to colorize the static event based on category (Default, Meeting, Lunch, Vacation, Day Off, Blocked Time, Holiday)
9. Patient Portal – Signature
10. Bell/Notifications Update to include eFax status
11. Masters/Office Mangers cannot update their eFax password
12. User Settings -> Missing Phone Number -> show allow user to save and give error

Bug fixes:

1. 837 File Not Retaining the PRIMARY DX code
2. eFaxing -> Cover Page will not show the Logo and Office Name
3. Richtext -> Images are not being compressed
4. PMH, PSH, DME fields -> data loss
5. Visits Report – Future dates should be enabled
6. HOLD -> should not bring you back to page 1 upon clicking
7. Schedule – Time moved forward
8. Posted Payment by Date Report -> Internal Error when Exporting to Excel (1 year)

Launching the release notes.

New Features:

Enhancements:

1. Goals -> Expand Height based on goal amount
2. Settings -> Evaluation Note Template Updates
3. Invoice PDF -> CITY, STATE, ZIP should be on same line
4. POC Notes (such as evaluation, PN, Recerts, Re-eval) -> do not allow negative values inside the Frequency/Duration 
5. V&R -> Add Schedule -> Match the end date to user selected Start Date
6. Documents Tab -> allow sorting for other columns
7. Chat between users from different offices, add Autoscroll
8. Scheduler -> Add new “Hover” button for “Create Note”
9. Notes Report – Wrong months order on the graph
10. Notes – Finalizing without Goals

Bug fixes:

1. CPT Code Remaining at 0 units even after 0 minutes was input
2. Email Notification Update
3. Posted Payment by Date Report -> bug when “single therapist” is selected
4. Users -> Export to Excel -> Affiliated Offices missing
5. Consent Intake Form Completion Notification Email Issue
6. Therapist Filter on Patient List -> assistants are missing
7. Aging Balance Report -> Internal Error

Launching the release notes.

New Features:

Enhancements:

1. Schedule Reimplementation using FullCalendar- (Parallel run)
2. Insurance Tab -> Payment Information -> Co-insurance should have % label
3. Default Profile -> Functional Deficits -> the “Prior Level” and “Current Level” labels
4. Chat -> Update email with name/credentials
5. Notes – Add current level dropdowns for all categories
6. Dashboard –  rename “POC yet to be signed” widget to “POC yet to be sent”
7. Notes PDF -> do not print anything with null rows for ROM/MMT
8. Masters, Support, Host, Office Manager -> “Display All Schedules” should be automatically checked
9. Note Templates -> Allow sharing with others
10. Net Collection Rate Report – add wellness visits

Bug fixes:

1. Apply Payment -> Delete Patient Payment
2. Documents -> Actions -> View button
3. Communication Note inside a Discharged Case -> failed to save error
4. Aging Balance Report -> Internal Error
5. SMS Reminders Issues
6. Reminder Status Report – Wrong time in the grid
7. Fax Status – Wrong sent time

Launching the release notes.

New Features:

Enhancements:

1. Active Patients Report -> Add columns for “Plan Names
2.  Import ERA/835 -> Allow multiple files to be uploaded
3. Expired POC Report -> only filter for Active cases
4. Claims Batch Post Update
5. Case Settings -> Billing Rules -> Add option for CO/CQ (Assistant Modifiers)
6. POC Renew and Notes with Expiring POCs -> Exclude Quick Discharges 

Bug fixes:

1. Billable DX Discrepancy
2. Referrals Report – Graph milestones are not accurate
3. Card number and Expiration date should not be cleared after changing year
4. Visits Report -> Date/time showing wrong date/time
5. chedule – Timezone issue
6. Quick Discharge pdf – Visits from Start of Care calculation
7. Print Facesheet -> wrong timestamp
8. Print Facesheet -> wrong timestamp
9. Settings -> Treatment/CPT -> Modifier not carrying over to the 837 file
10. eFaxing -> Any faxes that are sent should send to the destination number from PCP/Referral

Launching the release notes.

New Features:

1. Inventory Management
2. Website Widget for clients to embed our schedule

Enhancements:

1. Case Settings -> Location -> should be editable at any point
2. Visits & Receipts -> Print “Patient Balance” -> Add condition for Self Pay
3. Patient Portal – Patient Information-Updated Forms
4. Patient Eligibility Report -> add Note Date filter
5. Evaluations -> should allow “Save Template” to be clicked on any tab 

Bug fixes:

1 Self Pay cases – Medical Necessity checkbox shouldn’t be required

2. Expired POC Report -> Allow “To” to be selected in the future

3. Notes -> Treatment Plan -> Frequency -> Add “Treatment per Certification Period”

4. Visits & Receipts – Sorting visits in the printed PDF

5. Documents tab – Error message when view shared incoming fax

6. Transaction Report -> Insurance ID Discrepancy

7. Transaction Report -> “Paid” amount not pulling the data

Launching the release notes.

New Features:

Enhancements:

1. Therapist Invoice Report -> add column for “Case Name”, “Primary Insurance” on grid
2. Therapist Invoice Report -> add column for “Case Name”, “Primary Insurance” on grid
3. Include MD and PCP address when exporting Excel
4. ERA Posting -> Batch Option
5. Revenue Report -> Add Grid, Export to Excel
6. Credit Card Payment -> Receipt Email/SMS

Bug fixes:

1. Pediatrics Issue – Functional Deficits Label issue
2. Notes – Document Medical Necessity Exists false triggered validation
3. Patient List -> Save -> will lose focus on patient
4. Default view should exclude Inactive
5. Notes – Missed and Cancelled visits counting

Launching the release notes.

Enhancements:

1. Incoming Faxes Updates 
2.  Notes -> eFax -> no attachment option
3. Case Settings -> Add section for “ICD10”, “PMH”, PSH”
4. Create Addendum should be clickable to any tab
5. Notes Tab- Internal error fix
6. Patient Portal Chat – Add Users

Bug fixes:

1. Cosign – Cancel button were clicked but Note were cosigned anyway
2. Notes KX Modifier fix
3. Time In/Out Timezone fiv

Launching the release notes.

New Features:

1.  Chat Add Users For Patients

Enhancements:

1. eFax POC -> should ask user if they want to mark the POC as “Sent”
2. Active Cases Report – Excel table should contain Location column
3. Notes -> if user puts in minutes, but no units (or opposite), should give error
4. Objective Tests -> Retain same order as the record

Bug fixes:

1. Patient Payment Balance report -> takes very long time to load
2. V&R – Auto Balance Error
3. V&R -> Wrong balance
4. Sensory Pediatric MedB – Vital, Communication note Failed to save

Launching the release notes.

Enhancements:

1. Superbill Report – Current office should be selected by default
2.  Insurance Tab -> Policy Holder Information -> add DOB field 
3. Notes with missing POC report updates
4. Revenue Report -> Add Grid, Export to Excel
5. Schedule -> Case dropdown should append “D/C” if case is discharged

Bug fixes:

1. Credit card payment – 500 server error
2. Aging Balance report -> missing records when “Patient Balance” is checked
3. Dashboard – Wrong Speech Language patients count

Launching the release notes.

New Features:

Enhancements:

1. Evaluation note – Units should be readonly
2. Case Settings -> Case Date -> Allow future dates
3. Send Fax modal – Rename button from “Save” to “Send Fax”
4. Case Settings -> Add category for Rules
5. Card Connect – CC reprocessing
6. Opening Finalized Evals -> should have option for “Save as Template”
7. Credit card frame

Bug Fixes:

1. Pending Cosign Report – Should NOT contain Cancelled and Missed notes
2. Duplication of schedule when ASSISTANT does a note

Launching the release notes.

New Features:

Enhancements:

1. Notes Report – Dropdown lists items sorting
2. Notes -> Draft Note does not override therapist name if another therapist saves or finalizes

Bug Fixes:

1. Missing Case Types
2. Billing note – Onset date missing
3. Notes -> Draft Note does not override therapist name if another therapist saves or finalizes
4. Share Incoming Faxes – Empty Cases dropdown

Launching the release notes.

New Features:

Enhancements:

1. Ensure “Objective Findings” section scalability across display sizes
2. SMS Reminder -> will auto-send upon updating attendance to “OK”
3. Settings -> PayerID Match -> Clearinghouse dropdown should not be global
4. Migrate Users Utility
5. Notes -> Action button for “Save as Template” should be last item

Bug Fixes:

1. Objective Tests PDF – Zeros in the table instead of Test answers
2. Billable Diagnosis 
3. Visits & Receipts – Apply Payment – Matched Note Issue
4. Goals -> Pressing Cancel on the discharge goal window will still discharge the goal
5. Card Connect – CC reprocessing
6. Schedule -> Recurrance will duplicate the visit

Launching the release notes.

New Features:

Enhancements:

1. Time in/out -> should not be checked by default unless time in/out requirement on case settings is checked
2. Fax -> Settings -> allow users to input Username/Password
3. Therapist Invoice Report -> Sorting should be PATIENT NAME first, then DOS
4. Reports -> Export to Excel -> Needs a loading notification
5. Posting Payments -> Remove the “X” button from the Payment Type
6. Add Loading Indicator – Notes -> Save as Draft

Bug Fixes:

1. Payments tab -> Clearing the comment box will result in error
2. Schedule – Cannot select Case from Appointment dropdown
3. Underlying Impairment – Dropdowns cutoff
4. CPT Settings Update Issue
5. Patients with Draft Note Report -> CPT column has many duplicates
6. Quick Discharge -> Finalizing gives me “Objective Comment” error

Launching the release notes.

New Features:

Enhancements:

1. PDF -> Therapist signature to include license#
2. Therapist Invoice Report – Sorting by DOS
3. Patient List -> “My Patients Only” filter should default to “Active Cases” as well
4. Settings -> PayerID Match -> do not allow deleting of insurances that are linked to patients and cases
5. Dates of the scheduled visits are not in chronological order in PDF
6. Notes -> Pick Template -> should restrict list to only users templates created by current user
7. Patients with Expired Authorization Report -> allow future dates
8. Schedule -> Rename “All” to “All Day/Waitlist”

Bug Fixes:

1. Payments Tab -> save issue and processing issue (decimal)
2. Superbill Export To Excel Exception
3. Templates -> Issue with Underlying Impairment tab
4. Patient List – Active Cases Filter Issue

Launching the release notes.

New Features:

Enhancements:

1. Notes List – Require Cosign and Delete Draft Note

2. Notes List – Hold for Multi Addendums

3. Notes -> needs a processing modal during save as draft and finalize

4. V&R tab -> Hide “Auth#’ and “ADJ’ columns

5. Office Manager should be able to do “Communication Notes”

Bug Fixes:

1. Visit Note – Exception on creating/opening new

2. Schedule – Appointment times and therapist are incorrect on the printed PDF

3. Sensory Pediatrics – False Functional Deficit Requirement

4.  PDF shows wrong balance

5. Schedule -> Moving an appointment gives an error

6. Failed To Save Error: Height Value Issue

7. Carry over Exercises from 1.5

8. Test Progress Note Min/Max Feature

Launching the release notes.

New Features:

Enhancements:

1.  Administration -> Users should be allowed for Masters/Office Managers
2. RT (CPT) code name of “Eval” should bypass condition for non-evaluation notes
3. Import ERA/835 Report -> Add Filtering

Bug Fixes:

1. Note value carry-over
2. Patient Scheduled With Missing Notes Report – Export to Excel error 
3. Discharge Note – False Prognosis Validation
4. Payments -> Credit Card CVV field should accept up to 4 characters
5. Notes Template – Sensory Pediatrics Issue
6. Fax Settings -> Edit -> Shows “Internal Error”
7. Superbill report – Onset date 1 day off 
8.  Pending Cosign Report -> pulling in notes that are in draft 

Launching the release notes.

New Features:

Enhancements:

1. Aging Balance Report -> update filtering 

2. Patient List -> add new filtering for “Todays Patients” 

3. Schedule Lock

4. V&R -> Action button for Multi-remove schedules

5. Active Patient Report and Birthday Report -> exclude patients that have status of “Expired” or “Deceased”

Bug Fixes:

1. Subjective complaint carry over from drafted note to PDF

2. Quick Discharge – Prognosis issue

3. Place of service not showing on the Visits note

4 Failed to save error when loaded from template and load from history

5. Tx performed today not displaying to the pdf(Medicare A cases)

6. Missed and canceled notes are classified as daily notes on the notes report

7. PDF – PMH, PSH, DME not printing out

Launching the release notes.

New Features:

Enhancements:

1. No Need 2nd Verification Email
2.  Patient List -> Clear/Refresh button
3.  Clearinghouse – Extensions Field

Bug Fixes:

1.  Note template doesn`t save treatments, diagnosis, goals 
2. Addendum Apply payment issue
3. User Settings -> Regular Therapists should not have access to modify their rates
4. Missed and canceled notes are classified as daily notes on the notes report

Launching the release notes.

New Features:

Enhancements:

1. Extra Svc Charges dropdown on Apply payment modal
2. Patient Events -> Update Validation
3. Update user label

Bug Fixes:

1. Error message during add New event from V&R

2. Іtatic event – cannot create more than two static events

3. Posted Payments by Date Report Update

4. Therapist Invoice Report – Export as PDF

Launching the release notes.

New Features:

Enhancements:

1. Notes -> Billing -> the grid should have lines
2. Open case from Notes report
3. V&R Tab -> sticky column row
4. “Save as Template” on Evaluation Notes
5. Progress Notes/Recerts/Re-eval -> Do Not Allow 0 Duration
6. Refreshing Page -> should keep scope of patient selected

Bug Fixes:

1. Error Log for “Failed to Save” Note
2. Import ERA Exception on open
3. Unchecked “Document Medical Necessity Exist” should be red in Full Discharge note
4. Notes -> Re-order -> “Created and Last Update” shows wrong timezone
5. Failed to save message when attempt to finalize note

Launching the release notes.

New Features:

Enhancements:

1. Organization Unit Settings Update

2. Patient List -> Add Dropdown for “Location”

3. Reports -> Nesting/Grouping

4. Reports -> Nesting/Grouping

5. Submenu Item -> “Dictation”

6. Dashboard – Patient Statistics

Bug Fixes:

1. Visit Type Deletion Issue

2. Login Cookie Issue

3. Visits & Receipts – Extra Charge dropdown missing

4. Exported PCP file does not pull fax numbers and provider NPIs into Excel

5. Uploading Documents -> filename and file size error

6. Autoschedule – Attendance not auto set to OK

Launching the release notes.

New Features:

Enhancements:

1. Patients list alphabetical sorting
2. ICD10-SKIP any duplicates
3. Allow changing Evaluation date for addendum creation
4. Case Settings -> Profile Dropdown -> Should show ALL profiles all at once 

Bug Fixes:

1. PDF -> Notes -> The % Met is not showing up alongside the goal 
2. Incorrect next POC due date
3. Schedule -> Missing Green/Yellow/Blue Check icon if note is completed
4. Primary and secondary insurance not carrying over to the active patient’s report
5. Quick Discharge -> remove “Superbill” option from print
6. Primary insurance not carrying over to printed POC and Superbill

Launching the release notes.

New Features:

Enhancements:

1.  Add refresh button to the recommended treatment, goals and Objective findings section
2. Scheduler -> Should allow scheduling multiple patients on same time IF DIFFERENT CASE

Bug Fixes:

1. Report -> Active Patients -> duplicate record and wrong ID#
2. Visits & Receipts – Created schedule not sending notification
3. Cannot download incoming faxes using an Ipad
4. Patient Alert -> icon disappears when message popup closes
5. At least 1 functional deficit must be filled in error appears when Quick discharge

Launching the release notes.

New Features:

Enhancements:

1. Add “Add new record” button to Pain location
2. Settings – CPT – Update to All Discipline Issue
3. Incoming Faxes – Rename for Sharing file

Bug Fixes:

1. Wellness Notes -> data does not seem to be carrying over note to note
2. Notes -> Medication Search
3. Discipline issue on visit notes
4. Extra Service Amount Not Adding Up
5. Discharged Cases are still showing the discipline icon on patient list 

Launching the release notes.

New Features:

Enhancements:

1. Aging Report-Sp update
2. Updating Treatments CPT Settings
3. Remove the period at the finalized date when finalizing a note 

Bug Fixes:

1. PDF -> Eval/PN/Recert/Re-eval/DC -> Visits From Start of Care shows wrong number
2. Scheduler – Failed To Save
3. Unable to open a case from the schedule
4. Global -> Typing Lag
5. Visits & Receipts – Create Schedule Issue
6. Claims – Ready to Send filter issue
7. Insurance tab -> Payment Information -> Grid not reflecting in V&R 

Launching the release notes.

New Features:

Enhancements:

1. Prepopulate Select Provider when sending Note as fax
2.  Patient Information -> Send Review Link -> SHOULD NOT depend on the automated reminders
3. Transaction report -> need the option for column options

Bug Fixes:

1. Receipts-Overlapping text
2. Addendum Notes Print -> lacks prefix “Addendum” in the file name
3. Therapist Invoice Report showing wrong therapist
4. Confirm Action after save

Launching the release notes.

New Features:

Enhancements:

1.  Billing tab -> increase space for comments
2. Invisible horizontal scrollbar on Billing/Transaction

Bug Fixes:

1. RTB – Html tags/format on display issue
2. Remove minutes/units from Billing page (Medicare part A case) 
3.  Visits & Receipts Grid -> Pagination Refresh Issue upon “Posting Payment”
4. Submitted claims dates not in the correct order(sorting issue)
5. Min-Max Progress note Counter appears the same message three times

Launching the release notes.

New Features:

Enhancements:

1. Patient Alert -> Reuse the top Alert Message for patient alert
2. Therapist Needs new signature upload
3. Readonly Different Discipline

Bug Fixes:

1. PatientID# on UI is different to URL and titlebar
2. Note Printout Difference
3. Incoming faxes cant be renewed

Launching the release notes.

New Features:

Enhancements:

1. Offices list alphabetical sorting

Bug Fixes:

1. DOB is 1 day off
2. Rich Text Display
3. Default date is setting one day ahead
4. Blocker issue when user trying to create Daily note
5. Evaluation note cant be created afted Communication note

Launching the release notes.

New Features:

1. Sync to collabMD secondary insurance number fix

Enhancements:

1. Functional Deficits Dropdown
2. Send payment link – replace sender email.
3. Visits & receipts – hide post payment
4. 8 minute rule update

Bug Fixes:

1. eFaxing External Documents (From Documents tab) not working
2. Note count -> record count is 0 for all notes of a case
3. Medical and surgical history is not saving
4. Medicare B case type -> progress note modal not showing up within 8 – 10 POCs
5. Some visits are not auto-matched to the note causing a wrong balance
6. Post Payment Modal -> Matched note not showing option