ChiroPulse365 Chiropractic Software Blog

Clone shortcuts added to scheduler to save clicks & speed your your front desk! After pressing “Clone selected appointment” a  new Clone pop-up menu appears to allow you to directly clone with less window jumping!

New Clone Button Menu for easier cloning direct from scheduler.

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Reschedule improvements for quicker, easier reschedules, including for same-day. New menu items are added (top pulldown or right-click popup) to “Reschedule for this day (CTRL-R hotkey)” which makes for easier rescheduling an appointment for the same day… 3 clicks. In addition a Reschedule submenu now appears on scheduler (top & right-click) to reschedule for days of the week or next week plus a mode to quickly choose a reschedule time/day/slot. Remember when “rescheduling” and appointment a new slot is inserted since the rescheduled slot is now available.

New Reschedule menu addition to quickly reschedule from scheduler window.

Ledger instant refund is quick & easy.

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Billing Wizard “Bill Many Patients” & “Patient Statements” wizard modes now have the ability to filter out & exclude any patient statements (not HCFA) with patient balances of $0.00 or patients with credit.

Bill Many new filter to exclude $0.00 balances

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Billing Wizard “Bill all unpaid balances” & “Reinvoice unpaid invoices” now have several more more filters:

• “Do not include Unprocessed” option – this is very useful for offices that do not want to generate patient invoices until the insurance invoice is submitted first. Using this option charges with statuses with “invoiced primary” will be included but new visits yet processed to the insurer or via electronic claims will not.
• Selection box to further limit printouts by patient class, billing class, invoice class & most other options from “Bill Many”

More filters for "bill all unpaid patient balances" & "reinvoice unpaid". Do not include "unprocessed" is very useful for those wanting to always invoice insurers first.

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Task Manager item for “Patients with Credit” to quickly find all patients with credit in your office. You can double-click into Ledger directly from Task Manager.

Task Manager patient entry to find patients with credits

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Other additions/changes:

• NYWC “Doctor Name” in C4.0 box C.1 & C4.2 B1 now reads “Last, First, initial” instead of “First Last”.
• NYWC when printing the C4 invoice directly from the NYWC window the appropriate invoice is preselected in step-3 in Billing Wizard.

Team Pulse Refresh instant refund, invoice wizard, Refresh

You might be thinking… did I miss it… what happened to database level 5.08?  No worries, we had several refreshes at database level 5.08 for in-house and on-site testing for our Document Management System (now available)! While our Document system was being tested extensively we made even more changes &  additions so that we were able to jump to  database level 5.09 for public release

Changes in this Refresh:

• Image & Document Management System & Index – ChiroPulse365 now features a fully indexed document file-management system that links any computer file to your patient database. You simply view/find the computer file (document, audio, video, picture, PDF, etc.) then tag it by patient, description, date, & keywords as well as optionally link it to a treating doctor, referring doctor, claim and/or lawyer. This lets you instantly retrieve, view, edit or print the linked file from any computer in your office or network running ChiroPulse365 – including wireless netbooks! For more info, an overview & instructions see our blog entry here: http://chiropulse.com/blog/?p=214
  Image viewer tweaks from pre-release versions (database level 5.08):
  • When launching from CTRL-D from MyOffice (before a patient was selected in Patient Finder), the Document system always recognizes the patient whose files are loaded, otherwise displays a message to “select patient” (CTRL-D from MyOffice)
  • When importing documents, file cleanup is now enabled by default. This moves the file from the temporary location to your PulseSQL/images/200x/xx subfolder. If the file is in use (ie. being read by an external editor/viewer) you will be prompted to close the file then retry. If the file is not closed import will be cancelled to retry later.
  • After importing a file, a placeholder image or text appears so you can visualize that import was successful
  • When tagging, the last used keywords, tags, descriptions, etc. are stored so you can quickly tag similar documents. For example you can now easily add several MRI or x-ray reports from the day or week (that arrived via fax, etc.). Clear button added to wipe clean the tagger window to enter new descriptions, tags, etc.

manage, tag & track files & documents for your patients

• Balance Bill – improved logic & tweaks made when Balance Billing (CTRL-N from Invoice Log) to recreate an ANSI-837 EDI file. This will ensure the subbatch/EDI file is overwritten with the refreshed data.
• Appointment Waiting Notifier – dramatically improved to show the actual patients that are “waiting” names as well as the arrival time which is now recorded when the patient is marked waiting. This will let you see which patients are ready & which ones were on time, late, etc. when deciding who might go next when overlapping appointments.

scheduler waiting notifies you when patients are ready

• Preferred Options – new tab added named “For This PC” which shows all customizations available per individual ChiroPulse365 computer in your office. Most of the Preferred Options are set per office (shared between all users on a network), ChiroPulse365 also allows customization for each actual user’s computer in your office as well!

MyPC tab in Preferred Options to review settings.

• Scheduler – per computer setting choose how co-pays are displayed. You can see the estimated copay dollar value, the * asterisk, or hide copays and see an x instead (to signify they are hidden).

scheduler popup menu choices for setting copay view

• Scheduler Appointment Creation – Prompt which doctor to use when adding an appointment when the selected slot does not match the patient’s default treating doctor. You can quickly select either doctor, without interruption or further slot selection. Soon Global Preferences will be added to allow you customize the prompts & actions.

more prompts when entering patients

• Patient Finder/Tab – ChiroPulse365 now remembers the patient info mode selected (below the claim icon/box) for each computer. For older computers, wireless computers (wireless-N only) or mid-range computers running Windows Vista we recommend using “None” if performance switching between patients is not crisp. Each computer in your office can have it’s own setting.

Patient Finder (CTRL+F to search patient quickly) patient info choices

• Patient Finder/Tab – When new claims are added or deleted (from any of the several ways… claim finder, claim clone, add new patient, claim wizard, etc.) the Patient Finder will always be refreshed to show the actual claims and to select the new or last used claim. This will allow you to always work on the correct claim, without having to “refresh” the page/window.
• Billing Wizard homepage. Buttons enabled for “Bill all unpaid balances” & “Reinvoice unpaid invoices“. Some invoice generation housekeeping was done to allow older/slower computers to handle such large invoicing tasks. For large practices (or with offices who do not “close out” and zero balance with non-collectible or write-offs), these tasks are best done end-of-day or at lunch to allow the computer time to run as the processes can take several minutes.
• TaskManager – correctly launches the Claim Wizard when editing claim data instead of a smaller data window. This is more useful when working with claims.
• ANSII-837 EDI output & customization added per clearinghouse for all insurers. Logic was added to allow future customization for clearinghouses who want non-standard submission for data Loops. Customization field added to Clearinghouse editor where you can input the commands (see link below) and desired text or box removal (for every carrier & claim going to that clearinghouse. Note that similar features were previously made availalbe to customize for individual insurers. This new method allows you to avoid having to edit many PINs & insurance companies to get the correct EDI submission. (ChiroPulse365 @ database level 5.09 or higher).
• Other Scheduler improvements – tweaks & improvements regarding slots & selection
  • You can now “Delete Slot”using right-click popup over the open slot (this will be available when deleting appointments from appt. editor soon!).
  • You can now “Insert Slot” using right-click popup over the open slot
  • New Appointment creation when selecting an existing appointment. Pressing the new appointment button brings up the Patient Finder where you will select the patient them immediately select the slot (or create a new slot). You will then see the appointment editor to save or make any changes to codes, notes, etc.
  • After an appointment is saved you can no longer change the patient assigned to that slot. If you made a mistake simply delete the appointment (and optionally the slot if you want). This eliminates confusion and error when staff changes appointments instead of marking No Show, Cancelled or Rescheduled for those patients. Remember when working with a patient’s appointment you mark kept, cancelled, no-show or when they arrive waiting then treating.
  • When marking an appointment No Show, Cancelled or Rescheduled a replacement slot is inserted (so that the room is available saving time from having to insert a slot)
  • When marking an appointment “rescheduled” there is now better prompts telling what was done (appointment status set as “rescheduled”) and what you need to do next (choose the new time/date for this appointment).
  • “Find future appointments for this patient” added to the right-click popup menu > patient submenu & the top “Open Patients…” menu.

  

Team Pulse New Features, Refresh Refresh

We’re going to try and Blog each ChiroPulse365 Refresh from here on out, to visualize some changes. For a complete list of changes please see the Member Center and/or from MyOffice open the “Recent Additions” printable file!

We are releasing a second Refresh in March because we anticipate our next Refresh will be a significant one with database level jump to allow for our Image & Document Managment System to be introduced.

Changes in this Refresh:

Travelcard startup configuration - new menu added

Travelcard – “Set Travelcard Startup…” new top menu added with keyboard shortcut Alt-T.  This lets you select which note type to view & load when opening Travelcard, for each computer. Previously the “SOAP Note” was automatically viewed, then more recently “ChiroCare”. Now you can decide, per computer what you want to view when Travelcard is opened!

Image/File/Document Viewer – audio/video files now appear in the file list, including .MP3, .WMV, .WMA. .MOV & more

Patient Invoice-1 margins tweaked to better accommodate dot-matrix printers.

Enhanced Scheduler Window

• “Open Patient’s Travelcard…” new top menu added with keyboard shortcut Alt-P. This lets you quickly open TravelCard for the selected patient, with less mouse movement or clicks. This is also featured in the ChiroPulse365 Notes & Scheduler Edition for computers or Netbooks!
• Scheduler window should now always properly open in the Top Upper Left corner of your Windows Desktop. Previously it might have been opened slightly above under certain scenarios.
• “Document Viewer…” new top menu added with keyboard shortcut Alt-D. This lets you quickly open the Document/Image viewer to see all computer files & documents indexed to the selected patient. From there you can quickly read/view, print or externally edit these documents. You can index new documents as well.

New Scheduler top menu items (ChiroPulse365 & Windows 7 beta)

Netbook Visual Mode Enabled – when you login to ChiroPulse365 you can now check “netbook mode” to use ChiroPulse365 on Netbooks with 1024×600 or 1024×576 video screen resolution.

ChiroPulse365 Netbook Visual Mode can be turned on from the login window

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Team Pulse New Features, Refresh file management, netbook, patient invoice 1, Refresh, Scheduler, travelcard