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67.0 Release Notes

New​

Insurance​

  • Individuals can now have insurance information associated with their record. These individuals are not patients, but are guarantors/family members of a patient.

Reporting​

  • A Financial Transfer Report has been added that returns only transfer codes in the results. Search fields include:
    • Financial Transfer
    • Provider
    • Patient
    • Insurance Payer
    • Procedure
    • Clinic Group

Improved​

Imaging​

  • The provider's last used imaging template will now be loaded when visiting a Patient's Imaging menu.

Reporting​

  • Added Payment Made By search field to the Income Report financial fields.
  • Adjustment Report now includes Insurance Payer Address, Procedure and Clinic search fields. Additional search fields were added to Financial Adjustments. The results no longer include Transfer Codes.
  • Patient Outstanding Report now includes Patient Aging Buckets and Insurance Aging Buckets search fields. Financial search fields have been expanded to include Patient, Insurance and Full Complete Balances.
  • Revenue Report now includes Clinic Search fields. Group by Posting Date has been added in the options for displaying results.

Fixed​

Data Import/Export​

  • Fixed issue of not all patient payment records being exported.

Financials​

  • Fixed issue of incorrect running total on ad hoc statement when billing statement type is set to "Nested By Charge".
  • Fixed the issue of orthodontic payment plan error messages not matching the expected highlighted fields.

Insurance​

  • Fixed the issue of the PD/PA icon not changing once an electronic PD/PA claim is approved.

Practice Settings​

  • Fixed an issue where a procedure removed from a Code Macro was not being removed.

Reporting​

  • Fixed errors when generating Mail Merge - EDI Statement PDF files.