Release Notes
All new versions generally contain minor bug fixes and enhancements, here are the major features and enhancements:
October 2024
Updates/upgrades to existing features
- Contracts can now include up to 4 Add-Ons and 4 discounts - please note your contract forms will need to be updated to include these. Please contact support to schedule time for them to help you.
- Treatment Recommended - We have changed the order of the minimum and starting initial payments. Starting now comes first for ease of use
- If the Responsible Party is "self" any changes to patient information now auto update on the Responsible Party
- PatientRejectsTxRemote was removed from Patient Status Filter
- Confirm appointment was removed from the exam checklist.
- When New Patient is added, they are now selected after saving.
- If there is only one TC, the system now defaults to that TC
- We changed sign contract to Signed Contract on contract status screen
- On the Treatment Presentation screen, we moved the accepted message to the top of screen
- GCM Setup - We have changed Dashboard to Insurance Options in the GCM dropdown under admin
Bug Fixes
Among others:
- Cancelled appointments are no longer showing in the Exams/consults queue
- Manual Change of Treatment Fee no longer causes change to Initial and Starting Payment.
- System no longer allows you to save a patient with missing required data.
August 2024
New Features
Add-ons can now be optional! Patients and/or treatment coordinators can now toggle add-ons on or off in slider screen.
On the Practice Management screen select Make Add-on optional and Save.
Then on the slider it can be toggled on or off:
Updates/upgrades to existing features
- You can now set a default of zero down/zero min monthly for treatments in Gaidge Practice Management. It can be overridden at the time a treatment plan is created for a patient.
- You can now remove TC or Doctor from a patient.
- Add New Patient page label now reads New Patient instead of Quick Patient Add.
- On the Exams Check List, we have replaced Assign doctor and Assign TC to Assign Team.
- On the let's Get started screen, we have added a border to the preferred Payment Day indicating it is required.
- Preferred Months are no longer zeroed out when changing the fee on the Create Tx Options screen.
July 2024
Happy Summer!
We have recently released a new version!
Updates/upgrades to existing features
- When the mouse is hovered on patient name, the hand icon now appears
- We have removed the + symbol from the Number of Payment Months on the Accept Treatment pop up. It now has the number of monthly payments and amount, plus Final monthly payment, if applicable.
- GCM Analytics - Add-ons - fees now display on detail lines
Bug Fixes
- Discount amounts on contracts now match the slider and tx options screens – this was sometimes rounding incorrectly.
- Follow-up - Cancel button is now changing Follow-up Status
- Insurance - Make Primary button now only allows ONE insurance as primary
- Create Tx option screen - Only one insurance can be selected as Primary.
- Max Months Override on TxOptions screen is now working correctly.
- Analytics data no longer disappears in start phase once patient moved there.
- Data sync up is no longer failing for GCM when there was a null value
- GCM Analytics - Contracts Signed – now shows $$ for unsigned contracts
- GCM Analytics - Exam Outcomes - pop-up order now matches the legend
Info
- Performance Improvements
June 2024
Gaidge Pay - BETA
Adds the ability to collect payments within Consult Manager and by mobile text link
Gaidge Consult Manager Analytics - General Release
Reports and Charts for various KPIs, see GCM Reports & Analytics
Enhancements
- We have updated the View Contract Status screen – when a contract has been signed, you can no longer send another one unless changes to the treatment plan have been made and accepted.
Bug Fixes
- When appointments are rescheduled in the practice management system the correct appointment is now showing in the Patient Queue.
- You can now move patients from Closed to Starts
May 2024
Enhancements
- Clicking on Tx Recommended button now updates appointment status to completed
- On the Insurance screen, the % symbol is now the default for Est. Total Benefit
- View Patient - you can now hide the patient Queue when viewing Patient details
- Word changes in Tx types - Appliances to Braces, and Aligner to Full Aligner
- Various improvements to Analytics
April 2024
Gaidge Consult Manager Analytics - Beta
Reports and Charts for various KPIs – see Gaidge Consult Manager - Getting Started - Gaidge Analytics This has been released to a subset of users with full release expected in late May or early June.
More Filters – when using more filters, it now uses the current patient set unless an exam date range (or custom date range) is added; then it uses all patients with that filter in that date range.
Various bug fixes and performance improvements.
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:
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.