A new LIVE report, the AR Breakdown report, is now available
There is a new report available in the Daily Reports section of Criterions TCMS, the “AR Breakdown” report. This single-page report offer the current starting AR and the current ending AR for any given date span, and all of the live transaction details that have affected a practice’s finances in between. The report can be split by or limited to specific locations and also includes definitions for all factors on the report.
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Manual Override has a new drop-down option
When making an appointment with the Manual Override option, the ability to select an insurance profile (to be used while generating paper superbills or claims in the Superbill Queue feature) is now available from a pull-down menu. Previously, the TCMS Manual Override feature would default the current primary carrier’s profile and needed changes would be made in the appointment’s properties after the appointment is created. Now, the current primary carrier’s profile is defaulted onto the new field but can be changed to any other existing primary carrier’s profile (or to “self”).
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Insurance carrier email address field extended
The Email address field for an insurance carrier will now accommodate up to 100 characters. Previously, the field was limited to 30 characters.
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New user password limitation available
Criterions TCMS already has several user-password-rules settings available (such as length, special characters, locking, etc.) that contribute to improving password security, and one more has now been added: “Days after which passwords will automatically expire.” By entering a number of days in this new field, such as “90,” Criterions users are obligated to change their passwords every 90 days.
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eTracks can now accommodate multiple email addresses.
Now, user can enter multiple email addresses using comma separation (spaces cannot be permitted). A track ID number for the issue, which is generated immediately after sending the eTrack, will be emailed to the multiple email addresses. Also, lower or upper case lettering can now be used within email addresses.
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Gender option now available when printing labels by age
When printing labels for patients by age, there is a new option available that allows you to select to print for male only, or for female only, or for both genders.
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New search option for batch reports for inactive users
A new check-box option is now available when searching for a batch by date span that permits the user to search for batches tied to inactive users. The user can select the option to “Limit by users” and then select the new option that will also “Show inactive users” – the inactive user names will appear and will be identified with a notation “inactive user” after their name.
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Units in the Electronic Superbill Queue
The Electronic Superbill Queue now permits the user to edit the “Units” field. Previously, if the units required editing, the user was forced to first create the claim and then edit the individual claim’s units within the Claims Ledger screen.
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Duplicate diagnosis codes are now prevented
Duplication of diagnosis codes are now prevented while:
(A) Adding a new claim from within the patient’s Claims Ledger
(B) Adding a new claim from within the Electronic Superbill Queue
(C) Editing a claim
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Bulk e-mails now have a “date range” option
When generating bulk e-mails for scheduled patients, the user can now better target a specific set of recipients by selecting an appointment date range.
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A "Patient Alert" is now generated for blocked patients.
When a patient is “blocked” (see the “Appointments” tab in any patient’s account), and someone accesses their account, a Patient Alert (with red lettering) will now generate alerting the user of the block, the severity of the block, the reason and the comments applied while blocking the patient. If the patient has any other existing “Patient Alert” information, the “block alert” information is added to it. Note that the Patient Alert is informational and will not prevent the user from any operation.
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A new .msi file is available for workstation installs of eRx.
If your office uses eRx and needs to perform an eRx install on a workstation, and you already have the .net framework installed on the workstation, there is now a new .msi file (named “Criterions Newcrop Common Setup.msi”) available within the TCMS folder for easy installs.
• For a workstation that has never had eRx installed, simply double click on the .msi and the install will complete within a few minutes.
• For a workstation that already has eRx installed and needs to have it re-installed, you need to un-install the old one and then install.
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All patient documents can now be e-mailed.
Just as you could previously do with Word documents, you can now also e-mail scanned documents and labs. Click on the opened document’s “E-Mail” option and this screen will open:
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Appointment properties now accessible from the ESB Queue
Just as you could previously view the properties of an appointment from within any appointment in the Scheduler, you can now also view those properties from within the Electronic Superbill (ESB) Queue. By right-clicking on any entry in the queue, you can now select the “Appointment Properties” option to access the properties.
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This new access may be particularly useful if you need to change the insurance profile of an appointment without the need to go to the appointment in the Open Schedule. Note that, if you do change a profile, you will need to refresh the queue for the fee schedule of the new profile to be reflected for that entry in the queue.
COPAY Receipt now includes description of payment method
The COPAY Receipt, which can be printed for a patient on demand when the copay is posted from the Open Schedule, now includes a description of the method of payment used (cash or check with check number).
The COPAY Receipt can also be generated at anytime from the patient’s ledger screen (show all services to view the satisfied COPAY code, right-click on the COPAY service and use the “Print Co-Pay Receipt” option).
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Worker’s Comp case progress notes more identifiable when adding claims
When you are adding a claim to an existing Worker’s Compensation case, the case's progress note selection screen now contains more column-based information to help distinguish the cases more clearly.
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A new system right in patient operations is now available
There is now a specific user right for adding insurance information to a patient’s insurance profile. The new right can be used to prevent or assign rights to:
1. Create a new active profile
2. Assign a carrier to an existing insurance profile
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Medicall responses can now be parsed directly to appointments
When Medicall completes the calling process to confirm upcoming appointments for your patients, the file that is returned can now be parsed and the results of the calls to the patients are automatically download to each appointment within the Open Scheduler. Confirmed appointments will also update the appointment’s status to a “Confirmed” status.
The results that are parsed into the appointments include:
- “Answering Machine” (when an answering machine intercepts the call and message is left)
- “Connected” (when a connection is successful but no response was received to confirm)
- “Confirmed” (when the appointment is confirmed by the patient)
- “Cancelled” (when the appointment is cancelled by the patient)
- “Line busy” (when the patient’s phone was busy at the time of call)
- “No Answer” (when the patient’s phone is not picked up at the time of call)
- “Incorrect Phone Number” (when the operator intercepts a call)
- “Call not Completed” (when a dial-tone or ring-back is not detected).
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