Fix
Corrected an issue that prevented the calendar from scrolling when the cursor was inside the calendar area.
Calendar Scrolling
Match Invoices to ERA Payments
Improvement
If you use Apex as your clearinghouse and an ERA has been matched to a client but not to the invoice, a new option under the Actions menu titled Match Invoice will allow you to match the ERA to an invoice. Click here to learn more.
Client Signatures Displayed on Every Intake Form
Improvement
If multiple forms are sent to a client to the client portal, the client’s signature will now be displayed at the end of each individual form. Previously, their signature was only included at the end of the last form in the entire packet.
Data Added to the Closed Cases Report
Improvement
A Closed By column has been added to the Closed Cases report that will display the name of the staff member who closed the case.
New Organization Profile Fields
Improvement
In your Organization’s Profile, the following fields have been added:
- Practice Website
- DBA
- 42 CFR Part 2
Click here to learn more.
Active Medications in Progress Notes
Fix
Corrected an issue where active medications were not displayed in progress notes.
Deleted Form Elements in Progress Notes
Fix
Corrected an issue where completed form elements in a progress note were not displayed after the progress note had been signed if the form element was removed from the template.
Show/Hide Non-Client Events on the Calendar
Improvement
A new setting on the Calendar allows you to show or hide non-client events on the calendar. This setting will default to the same setting you have on your Agenda. Click here to learn more.
Fields Added to the Rejected/Denied Claim Tab
Improvement
If you use Apex as your clearinghouse, the Invoice Number and Place of Service have been added as customized grid options to the Rejected/Denied claim tab.
Client Portal Appointments Default to Upcoming
Improvement
When a client logs in to the Client Portal, their list of appointments will default to all appointments with a status of Upcoming. Previously it defaulted to all appointments, which included Upcoming and Kept appointments.