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.

Bug Fixes

  • 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:

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.
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