Release Notes

All new versions generally contain minor bug fixes and enhancements, here are the major features and enhancements:

March 2024

Happy Spring!   🌼

• Added the Insurance field to the Insurance page 

• If a patient is self-pay – system now sets a green check mark to indicate that insurance is complete 
• Added Records as an appointment type
• Links in Header/Tx Rec now go to specific chevron on Treatment Recommended Check List
• Label for exam on Starts Check List is now NP Exam
• Setting patient status to Pending no longer prompts to schedule an appointment
• Can now Hide Details for any number of Add-Ons

Bug Fixes

• Follow-up sort now only applies to patients with a follow-up date
• If you change one of 2 RPs to contact only – the other is now set to Financial
• Corrected the status on the Collect Fee tab
• The Closed filter (under more filters/phase) now works correctly
• Changed informational popup icons from ! to i
• The clear icon (x) no longer disappears from the search box
• Statuses are now updating as expected

February 2024

Appointments can now be mapped as ObservationReady – these patients will come into GCM with a status of Obs Ready (instead of Obs No prior Tx)

December 2023

• Newly added Patient’s names will display in Orange Font until NP Forms have been sent .
• We have changed the Sign Contract chevron to Contract and the link to Sign Contract to View Contract
• Patients will move from Starts to Closed one business day after fee is collected and start appointment is confirmed.

July 2023

Exams Check List/Patient Header

• Patient Name in the Patient Header is now displayed with larger and bolder font.

• When Exams Check List is complete, the color of the patient’s name in the Patient Queue and the in the Patient Header will change to Green:

If the Exams Check List is not complete, the patient’s name in the Patient Header will be displayed in Orange.

• Changing a patient’s Exam Outcome now prompts you the option to create a New Appointment.  All Outcome changes except No Treatment Indicated, Inactivated and Treatment Recommended generate this prompt.
• In the Patient Queue and Header sections Examshas been relabeled Appts.  Clicking on the Appts link will open the patient’s next appointment and includes a new section, Appt History which displays the patient’s two most recent past appointments. 
• If there are any future appointments, the NEXT appointment displays. If there are no past appointments, the next two appointments display.
• If there are any past appointments, the LAST appointment displays. If there are no future appointments, the previous two appointments are displayed.

Patient Queue

• Missing Forms Button/filter will now return patients who have not been sent New Patient Forms.  The patients that are returned in the filter are color coded as:
  • Amber:  Patients who have been sent New Patient Forms but not returned them.
  • Red:  Patients who have never been sent a New Patient Form.

• Missing Payments Button/Filter now displays all patients who have a signed contract, and Collect Fee is not set to Posted.
• You can now Collect Fee and schedule a Start Appointment for patients that are still in the Treatment Recommended bucket.  Navigate to the Starts section by clicking in the Patient Header à Starts.  Click on the corresponding link to navigate to Collect Fee or Schedule:

The links will not be activated for patients that are in the Exams/Consults or Closed sections.

Treatment Options/Slider

• Estimated Benefit Remaining insurance can now include cents ($ .00).  Cents will be displayed in:

• Patient -> Insurance Estimated Benefit Remaining
• Treatment Option -> Estimated Benefit Remaining
• Treatment Option -> Summary
• Treatment Option -> Treatment Fee
• Presentation Slider -> Summary
• Presentation Slider -> Final Payment
• Contract

• Dual Insurance Primary Override label was changed from Court Order to Make Primary.