Version 6.80 Build August 5, 2008
• Added OPC Barcode compatibility for UPC field for Spectacle Lens Inventory. My Vision Express can store and print Spectacle Lens Manufacturer provided barcodes.
• Added Guarantor fields to “Patient Receipt – Patient Information” so they can be added when the using report customizer.
• Added Order Required fields.
• Fixed ANSI Ordering Provider information.
• Updated Patient Demographics Synchronization with Management Plus file.
Version 6.80 Build July 9, 2008
• Added Report Customization feature to allow users to add or remove sections according to their preference, and display them to their personal liking
• Added Patient synchronization process between Management Plus and My Vision Express under the Patient Import/Export menu option
• Non-VSP Claims Rendering Provider Name and ID submission problem fixed for Eyefinity Interface
• VSP Insurance companies can be imported from the Insurance Setup
• Frames Sold report made Location optional
• Added the ability to hide columns and save the display setting (Also capable of resetting to default)
• Added the ability to type in lens name when adding a Spectacle Lens under the “Add New Product” section
• Users can now change the order status to "Quote" or "Cancel" only if no payments exist
• “Saved” button was added to save modification in physician RX pad
• Audit Report now reflects deleted payments
• Added "Sphere" range from -20.00 to +20.00
• Insurance Claim ANSI fixes - moved REF line after PRV
• Duplicate frame error fixed for Spex UPC
• Scheduled Recall Letters can now be printed
• Lab copy bug fixed and can now be viewed from the patient history tab
• Deleting physician from RX pad bug fixed
• Orders by item Report bug fixed, and can now be saved as an excel file
• “Exclude patients with scheduled appointment” checkbox is corrected in Letters
• “Update on hand” bug is fixed under Physical count: item quantity will not reset to 0 unless specified by the user
• Random numbers no longer appear under the VSP authorization and provider dropdowns.
• Order receipts will hide savings line if no savings are received
• Frame Markup now lets you do specific markups for individual collections
Versoin 6.50 Build May 28, 2008
• Provider can be setup for single or all locations - in order to setup a provider for a all location the location dropdown must be cleared under Provider setup
• Added Last Exam Date, Recall Date, Recall Reason as configurable patient profile required fields
• VSP- you no longer need to reopen the patient profile for the vsp provider to be registered
• VSP - Prints Doctor Report and Packaging slip on Seperate Pages
• Eyefinity - Send Lab Ship Account number to Eyefinity with Private Lab Orders
• VSP Patient Check eligibility send patient name in uppercase
• Changes made to the Frame Retail price at the time of order automatically calculates insurance due, patient due and discount amounts- VSP if ordering uncut lens it is assumed that it will be cut at doctor's premises and that you are ordering Lenses only
• Employee Messages - updated so that message screen does not lock up
• In Lens Lab Order UPC Dropdown for OS eye gets automatically populated when copying the Lens from OD to OS
• Added Active Checkbox to all items in Categories setup
Version 6.50 Build May 6, 2008
• Insurance Claim 837 Format: Added Receiver Code
• Insurance Claim Print format: Added Insurance Submit To
• EMR - all notes fields are tablet PC enabled so the user can scribble on it and the handwriting is converted to text
• Fixed frames data error
• Added Retrieve Existing VSP Authorization under Appointment Patient section
• Logon screen has display user ID option
• Fixed formatting of decimals for Show Savings on receipt
• Physician Sort order has been modified so that the sort order works only for inhouse physicians. Outside doctors are sorted by last name, first name only.
• Physicians are now displayed in last name, first name format.
• Spectacle Lens Sold report lets you search by store.
• Hard Contact Lens Print Prescription
• Sorted the Reports menu alphabetically
• Cylinder drowdown now has a range from +10 to -10
• VisionWeb - Lens Treatments are sent in the order defined for the Lens Treatment Category under File>Setup>Categories>Other Products. The lens treatments with lower sort order number get sent first in the message.
• Exam - 2nd and 4th field of keratometry under refractive is a dropdown
• Exam- Unaided Accuities. Ability to copy from OD-> OS
• Exam - emr template - physician pick list fixed
• Exam - Refractive and Contact Lens - Filters are maintained when Copying, Transferring Rx
• Patient Alerts show up in separate message
Version 6.50 Build April 25, 2008
• Removed VSP Refresh List from tools drop-down list the menu has been added to the VSP tab of Company Setup
• Added option to view charge and payment details by clicking on the Details Button or double clicking on the selected order in the Aged Receivables Report
• Added the ability to send group messages or messages to multiple user using employee messages.
• Calendar appointments auto-refresh every 60 seconds
• If you follow the item menu sequence … File | Setup | Insurance the Zip Code here now holds nine digits.
• Added the ability to select multiple frames in Frame Data Import screen by using the shift/ctrl keys
• Spectacle expiration default time in the Refractive Tab of Exams has been fixed
• Tonometry Readings Graph in External Tab now has the X-Axis of the graph in date chronological order
• Alert pop-up of a patient will no longer interfear when they are pulled up for an Exam
• OD Prism numbers will now show correctly instead of rounding up
• Item description for Contact Lenses now displays OD and OS on the Lab Copy so you know which contact lense is for which eye
• Receipts/Statements now shows the correct saving amount
• Printing a Receipt/Statement in quick order will no longer save the order without validation
• The patient VSP Authorization gets populated when starting an order from the patient’s Prescription Tab and clicking the Order from Rx Button.
• VSP exam Copay populated from authorization
Version 6.50 Build March 4, 2008
• fax driver update only in client & server setup. update has manual install and updates to driver files but not reinstall the driver.
• included is manual fax install batch file
• sql with management studio is installed
• updated help files
• updated installshield
• setup bitmap
• provider setup no longer capitalizes the first letter
• lens price in order no longer defaults back to retail in inventory
• payments allocation defaults to payment amount
Version 6.50 Build February 21, 2008
• Added Quickbooks fixes
• Partial phone search – now you can search for patients by partial phone number. It will find patients whose number contains the specified phone number
• commission for marketing discount is calculated as a negative commission to deduct the commission for marketing discounts
• Insurance Claims – field 9a Insurance Policy Group is filled from patient insurance policy group. If policy group is not there for the insurance then the Insurance ID is used to fill field 9a Insurance Policy Group
• Spectacle lens report - added Lens name/description field
• Other items sold, order items sold report - added service/lens treatment/Miscellaneous type column
• Frames Sold report – added date purchased column
• Credit card signature receipt totals show total amount charged to the credit card and prints the receipt for all orders to which the credit card payment was allocated
• exam – When making an order from Contact Lens Rx or transferring the Rx the Physician from the exam gets copied over
• exam - search by date is fixed
• exam - refractive sphere/cyl when typed is properly formatted
• Quickorder default amounts to patient total due instead of total due
• Frame Barcode Label LT335 – removed barcode number from under barcode label
• Batch Lab Orders > Labs dropdown is fixed
• Order - Add product from order has been fixed
• Order – Patient prescription in Lens Lab Order does not get overwritten when selecting a lens from inventory
• Renamed Physician to Physician/Resource in menu, Setup and Calendar
• Added Advanced Filter criteria to Reports > Filter that is same as old filter criteria
• E-Mail - Removed SSN information from employees listing
• Settings - Added restart message when system settings are changed
• Lab copy – if the Lens is right or left eye only it is clear denoted in the Lab Copy
Version 6.50 Build February 7, 2008
• Insurance Electronic ANSI file generation includes Onset of Current Symptoms or Illness, Accident, Onset of Similar Symptoms or Illness information
• Exam - changed medical decision making to radio buttons from drop down
• Exam OS=OD copy also copies AV ratios
• Patient Labels now has an option to specify number of labels to print and starting position of the label.
• Fixed formatting for Frame Barcode arch crown labels tt364, tt368
• Fixed sort order issue
• Frame sold report is updated so if the order does not have a patient it still brings up the frame sold
• My Vision Express Logo in the update has been removed so it no longer replaces your logo
• Order Charges Lens description has been
fixed
Version 6.50 Release Notes February 1, 2008
Enhancements
• Added Automatic Export for 4PatientCare integration under Tools/Settings section. 4PatientCares allows the ability to automate appointment section, recall reminders, patient and order notification list generation
• Added Vision Web interface. This interface lets you send orders directly to the lab from within My Vision Express. Lab must work with VisionWeb and your account must be setup in order to use this feature. You can send lab orders to VisionWeb in single mode or in batch mode.
• Ability to Import Frames from excel file from the Frame Inventory section
• Added the ability to create “Report Groups”. “Report Groups” lets you assign list of reports to a group. Groups are user defined and can be setup for an individual or position. In order to use the reports the user must have proper security rights. Report groups makes it easy for you to group reports that you commonly use in one place
• Added Audit report that shows Payments, Charges, and Time clock modifications of an employee
• Added “History Report” that lists a record of all the patient, orders, insurance, and reports that were accessed for a specified date range.
• New Arch Crown Labels added: TT303, TT307, TT306, and TT365
• Report Search Criteria will always default to the previous search. Added Print Dialog option that prompts the user for printer
• Added “Synchronize Patient Family Address and Home Phone” checkbox under the “Settings” tab of “Company Information”. When checked, all patients in family will have the same address and home phone number and will be automatically synchronized when any information is changed under any family member
• Added ability to exclude certain insurance claims from batch insurance claims generation.
• Moved Receipts, Lab Orders, HCFA 1500 from the File > Report section to the File > Batch section
• Added Charges & Payments Details button in “Batch Payments” to view individual charges and payments on the order
• Added validation warning message if lenses in an order are picked from inventory where the lens style and material are different from the Rx lens and/or material
• Added “Eye” section to “Lens Lab Order” tab in “Spectacle Lens Order”. This section allows the ability of selecting left, right, or both eyes when ordering a lens. (“Eye” is defaulted to “Both” eyes). Also added “Eye” to spectacle lens “Lab Copy”
• Added dropdown functionality to “Lens Special instructions” section in “Lens Lab Order” tab of “Spectacle Lens Order”. This can be setup under File > Setup > Categories menu option > Order Notes section
• VSP user information has been moved from company information to Provider setup to accommodate multiple VSP providers within one location. VSP information for the Provider specified for the Patient is used to perform Eyefinity/VSP transactions
• Each company location can add its own supplier account number it in the Suppliers/Lab setup
• Added the ability to choose which patient insurance to bill under Insurance claim: Primary, Secondary, or Tertiary
• Added an Order Details button when modifying a patient in Calendar. This lets you view all the charges and payments for the selected order
• “Bad address” checkbox is added in Patient information to denote bad addresses. If checked: patient will not come up when generating patients in the “Letters” section
• Physician name is added as an option to the “Order Required Fields” section. Selecting this will require doctor to be specified in order to save the order
• Merged Soft and Hard Contact Lens Total sales into Contact Lens sales under Sales & Payment Summary of Sales & Payment Summary Report
• Added new Filter option under Item Details
• New Filter option added to Reports and Inventory Listing
• Added dropdowns for 14B, NRA, PRA, NPC and defaulted to DS in the “Binocular” section of “Exam”
• Refractive and Contact Lens Rx ADD value will now print in Rx merge fields of “Exam” and added to the examination report
• Added ability to change the Date of reading in the “Tonometry” section of the “External” tab in “Exam”
• Removed the need to click “New” before adding the first chief complaint in “Exam”
• Switched positions with “Update” and “New” button in Chief Complaint tab of “Exam”
• Added “OS=OD” button in the “Internal” and “External” tab of “Exam”
• “At a Glance” report always open with first page in “Exam”
• “RTO” section in the “Plan and Assessments” tab of “Exam” will not clear recall reason
• “Contact Lens” and “Spectacle Rx” can now be printed from “Exam”
• The ADD value from OS is defaulted to OD in Exam, Refractive, and Contact Lens Rx
• Added the ability to scan multiple pages from Automatic Documents Feeder under Files section
• When saved as a .txt file, Employee Commissions Report will include columns: Remake Original Order Number, Remake Order Reason, Remake Original order commission amount, Remake Original order commission spiff. This will allow user to open the report in excel and eliminate orders that were remakes and reduce the total commission by original order commission amount
• Replaced “Purchased date” with “Frames Sold Date” in “Frames Sold Report”
• Adding a new company copies the information of a previously selected company
• Adding a new company will add all unique inventories from all locations to the new location if “Add inventory to all locations” box is checked
• Price Adjust Checkbox under Employee setup now lets the user change the quantity and notes for the item in the order. But cannot change the price
• Added Marketing code and description to invoice item description
• Receipt totals now include marketing discount in total retail price and quantity
• User is prompted for printer selection and preferences when printing the insurance CMS 1500 claim form.
• User is prompted for printer selection and preferences when printing Reports.
• Printing the physician appointments by clicking the “Physician” button in “Calendar” will excludes cancelled appointments if the “Show Cancelled” check box is not checked.
• Added a database backup reminder before upgrading My Vision Express application.
• Added a check for SQL Server 2005 before upgrading My Vision Express application.
• Section “17B” of “Insurance Referring provider” is now limited to 10 characters.
• User support plan is checked prior to upgrading
Bug Fixes
• Issue when trying to delete all Physicians fixed.
• “Orders by Item Type” report now calculates cost accurately with Net profit and Profit totals added.
• VSP from outside authorizations has been resolved.
• Language selection issue fixed.
• Logo now prints on receipts without cutting off.
• Fax prescription message fixed in Patient Profiles.
• Fix the ability to “Add” exams from “Patient History” when adding from appointments without a template.
• Fixed issue with physician sort order.
• Fixed Searching Appointment results issue.
• Lens description in order charges shows consistently.
• Fixed Insurance Claim creating issue when linking existing claim to a patient or order by clicking the Link Patient or Link Order button.
• Prevents adding duplicate frames from “Framesdata”. Also fixed warning message when adding duplicate frame is attempted.
• Fixed “Required value missing” Issue when trying to edit information in MVE (Updated mycompanyinformation set orderreceiptnote = ‘No’ where orderreceiptnote is null. Updated systemsettings set settting_01 = ‘Y’).
• Set Identity “On” for order items and order details tables - SQL Server will generate the PK for these two tables. (My Vision Express managed generation of keys in earlier versions)
Version 6.1 Release Notes
• Performance has been significantly improved
• VSP Orders - with existing authorizations including authorization gotten outside My Vision Express can now be used to generate VSP orders
• Report - New Frame Inventory Profit and Cost Report has been added under File > Reports > Inventory menu option
• Orders - Contact Lens order Base Curve and Diameter have been added back
• Exam - Ability to start new exam from patient module under Patient > History Tab and clicking the Add button under the Exam History section
• Exam - At a glance section has been redesigned with ability to Print and Fax the Examination report directly from My Vision Express. At a Glance is populated from rich text file named examview.txt located under installation folder
• Exam - Chief Complaint section has been redesigned to allow fast complaint entry and multiple chief complaints
• Exam - Plan and Assessment tab now has the ability to change the Exam Status
• Exam - History option has been added to easily view and toggle between several patient's previous office visits
• Exam - Plan and Assessment sections data will now appear in separate lines
• Exam - Color Vision section has been added under Entrance tab
• Exam - template Copy option has been removed
• Exam - Disc Size section has been added under Internal Eye tab
• Barcode Labels - TT364 and TT368 have been updated for alignment
• Exam - referral reason has been added under referral doctor field
• Exam - all types of patient prescriptions can now be printed or faxed from patient exam Plan and Assessment tab
• Barcode Labels - Frame labels, temple formatting have been updated to remove decimal points
• Calendar - Physician Exceptions have been fixed to appear correctly in appointment calendar
• Calendar - added Fax field in Calendar Add/Modify Patient screen
• Calendar - clicking on Patient Details saves the changes before opening the patient details screen so all the changes made to the patient are available in the details screen
• Physician - error when adding Physician from the order or prescription option has been fixed
• Patient - Scanning patient picture from patient module has been fixed
• Letters - when letters are edited and printed it will retain the changes made to the letter
• Letters - letters of type order has Lens Material merge field added
• Patient - Hobbies multi-selection option issue has been resolved
• Letters - Added ability to save letters in PDF, DOC, HTML, RTF, TXT format
Release Notes 6.0 November 5, 2007
• My Vision Express now features Multi-language. My Vision Express works in in english, spanish and french. User has the ability to switch language at any time in the program by going to Tools > Change Language menu option.
• Electronic Medical Records (EMR) is added as an optional feature. It Can be accessed by clicking on the Exam icon. Examination module is priced separately.
• SQL Server 2005 SP2 is packaged with full release and SQL Server update
• Help files have been updated
• Sales and payment summary/day sheet report now has the gross, discount amounts for each item type
• Added date created as a search criteria for insurance claims
• Added additional filter of material in spectacle lens list search
• Added ability for use to be able to add, delete, modify and duplicate VSP spectacle lenses
• Label TT316 added more lines to display frame text
• Added warning if old transactions are modified. Old transactions are order items with data other than today, payments with date other than today, order status of orders whose order date is other than today
• VSP calculate order has been implemented that will match the labs with the type of order
• Barcode labels settings button is now secure...security can be set under company information > security tab
• Guarantor merge fields have been added to letters of type order
• Ability to Prescribe Systemic and Ocular Medications
• Ability to add note in patient letter correspondence history
• Able to delete contact lens manufacturer and lens names
• User ID is no longer displayed on the login screen
• Ability to Fax letters
• Updated database backup screen: some users were not able to backup from within the application
• Fixed phone number and appointment display format issue on receipt
• Fixed VSP diagnosis, medicare submission issue, send 0.00 as sphere is PL, do not send cyl value if cyl is DS, facility address city and state no longer needs to be separated by a comma, added message to laert user if frame rim type is not one of the VSP approved ones.
• Inventory box is unchecked by default when adding services
• Ability to advance 1 day at a time in calendar
• Display order number in each item of the receipt
• Linking family members no longer synchronizes patient and family Address and Phone numbers
• Single Location login enforced for user with single location sign on only
• On Patient receipt, Orders with status of canceled, remake and quote are not included in account balances number
• Detailed Order Sales report - you can generate a list of orders with Quote, Remake or Cancel status
• Batch HCFA Printing reads the alignment settings
• Patient Search results - address is now separated out between, address, city and state
• VSP populate Exam copay from Authorization
• If modification is made to the appointment details it does not reset the selected time slot
• Receipt header can be customized to say any user-defined note such as invoice or statement under Print > Receipt Preview screen
• Orders by Item Type, Order Charges and Payments Report and Order Charges and Payments Summary Report can be run for one or all locations
• Physician list can be custom sorted they want to be able to select a default physician (the one to appear on top of the list). This physician list order isthe same for all screens(quick order ,spectacle and calendar)
• Menu Icon Toolbar can no longer be moved or closed
• Fixed Payment Amount on Credit Card signature receipt
• Last communication with eyefinity is logged into a file for error tracking
• Ability print labels or mail merge list of patients who bought certain type of frames or contact lenses - Under Frames Sold and Contact Lens Sold Report
• Removed Base and Prism from Soft Contact Lens Orders
• Fixed issue with Patient - Family tab retrieval argument message
• Fixed Add Product screen error when adding products in a multi-location environment and add inventory to all locations is checked
5.00 Build May 23, 2007
• Migrate Microsoft SQL Server Desktop Engine 2000 to Microsoft SQL Server Express 2005 version that is compatible with Microsoft Windows Vista operating system and has several other features. Stepping up to SQL Server 2005 yields immediate gains in performance, availability, provides better memory and processor utilization and increased application resiliency for more uptime. More information can be found on Microsoft SQL Server 2005 website at http://www.microsoft.com/sql
• Removed save password option from logon screen. User needs to enter the password each time they log into the program
• In Appointment Calendar the open time slots can be reserved for specific services. These can be setup under File | Setup | Physician | Availability tab
• Service is now a required field in Appointment Calendar
• Calendar reports submenu option has been added
• Frames sold report - added on hand qty, last purchased date
• Orders by Item Type report has been enhanced to show Sub totals by item
• Quick Order - Patient Details button now opens the Add/Modify Patient screen
• Fixed amount discount issue in quick order
• Added Contact Lens Material fields to contact lens order
• Removed number of refills from Contact Lens Prescription
• Ability to setup Patient Type as patient required field
• HCFA for printing modifier is spaced out so it aligns on the form printout
• Added validation to allow maximum of only 6 charges per claim
• Removed VSP vendor id and password from company setup. You no longer need to provide these
• VSP - send provider NPI information to Eyefinity-VSP
• VSP authorization by last 4 numbers of Insured SSN - You have the option to get VSP authorization without entering VSP member ID and policy group ID as long as you provide the last 4 numbers of the insured SSN in patient insurance tab (you can enter the last 4 or complete SSN of insured).
• Added Last Database Backup Time on backup screen
• Settings button is aligned on the printing labels screen
• Mail merge changes - changed date format to month name day number, year, removed first name from physician
4.75 Build April 27, 2007
• Remove century from service dates when printing CMS 1500 forms
• Added New Patient Referral report
• Ability to Update Frame Retail price based on frame markup formula at anytime under File | Setup | Frame Markup
• Ability to save images to Letters - Word Processor. Ability to import Microsoft Word documents.
• Added Documents button to Patient | Files tab that lets the user directly select the Exam template to use.
• Exam draw screen has been enhanced to remember typing font attribute including sizes, color settings from last use
• When using the Discount button and using the Amount option the tax amount will be deducted from the total amount as a percentage tax of discount
• Batch Lab Orders has additional Lab selection criteria
• Added Patient Reference Number in Batch Payments Screen
• Added Patient Reference Number merge field in letters of type Order and Patient
• Updated Backup database option with customizable backup reminder days. My Vision Express offers a default file name that includes the current system date—for example, MVE-022503.bak (format MVE-DATE). You can change this if you like.
• Removed DOB from Patient DYMO File Folder label
• Ability to customize list of Payment Methods under File | Setup | Categories menu option
• Ability to create list of Orders by order status in Letters
• Ability to add 50 patient custom fields to Letters mail-merge
• Fixed issue with updating of Supplier, invoice number and payment terms from Inventory Transactions > Scan inventory option
• Added Frame Status field to Frame Inventory, Frame Order
• Ability to provide marketing discount on Frames based on frame status - active or discontinued
• Enhanced Patient Image saving
• Scrolling of payment section in quick order has been fixed
• Added Marketing code field to capture the coupon number. Marketing code is also displayed in the orders by marketing report
• Frame Order information is retained in the order even when the Frame Source is changed
• Removed Layaway as a search option in Detailed Order Sales report
• Auto-populate Insurance Claim CMS1500 Field 32b, 33b from Provider insurance type setup for Medicare, Medicaid, FECA, BCBS
• Patient interactions security has been enhanced - only the current patient interaction note can be changed
• Fixed issue with Batch Payment search criteria
• Added ability to look up Diagnosis code by partial code or description
• Patient HIPAA tab has been removed and HIPAA Consent field and consent date have been moved to Profile tab
• Ability to e-mail Patient picture from Picture Viewer so patient's can send pictures with them trying glasses
• Added Patient picture to appointment calendar patient screen
• Updated Search screen so it defaults to Search button when search criteria is changed
• Generate Custom Letters, Mail-merge documents and Labels from Appointment Calendar Data
• Time-Clock time is auto-updated
• Appointment print out has been updated to included appointment day name and remove duration
• Removed automatic opening of Search Order screen when Quick Order screen or regular order screen is invoked
• Logon screen shows the server name you are connecting to and the the time
• Search Patient has been improved to search by any phone number, provider, insurance company. Search results now include provider
• Removed DYMO label from frame inventory barcode label
• Added Letter of type Order and Calendar to be added to Patient Letter History
• Added Bevel option to lab copy
• Added READING text to lab notes when reading
• Default frame source to patient own frame when doing Remakes
• Insurance fee schedule Order items covered options automatically calculates insurance due
• Rename inventory screens to listing screens
• Batch payment screen no longer includes orders with status of Quote or Canceled
• Insurance ANSI POS is not defaulted to 11
• Sorted menu options in alphabetical order under Setup
• Fixed transpose issue - if there is no cylinder it will no longer transpose
• Marketing discount tax is automatically calculated
• Labels in inventory listing screen opens the barcode screen
• Inventory barcode labels have been moved under File | Inventory menu option
4.75 Build March 8, 2007
• Added Calendar Appointments Demographics report that gives you ratio of appointment types booked
• Ability to modify and delete X-charge processed credit card payments by Administrator
• Reprint Credit card receipt only reprints credit card receipt. It no longer prints the charges receipt.
• Updated Spectacle Lens lab copy to add more frame fields - lens color, user defined, user defined 2
• Family tab - added ability to open Patient Details screen, modify patient screen and refresh family orders
• Ability to search and create patient list by the prescribed Medication. Patient list on certain drugs can be used to notify them of drug recalls, newer medication therapy etc.
• Time Clock - Added ADD button that lets you add Employee and Date for missed days
• Added occupation to mail-merge
• Added Patient type display to patient search results
• Insurance Supplier tab has been renamed to Provider
• Insurance Accounting tab has been renamed to Charges
• Fixed issue with Reading button where Sphere value is Plano (PL)
• VSP covered options calculations fixed
• Insurance Print Image Electronic format has been fixed
• Insurance ANSI format for Group has been modified to include rendering provider # instead of group #
• Fixed ability to setup custom lens treatments and other products under category setup
• Fixed ability to add provider insurance numbers in length greater than 10
• Fixed issue with sending e-mails
• Display full employee name in commissions report
• Returned items with discount calculates return discount properly
• Add Patient Alert Message when a patient is selected
• Add primary Recall reason and secondary recall reason fields to patient fields
• Clicking cancel on appointment does not refresh calendar
• Fixed formatting of Transpose Rx
• Added warning if switching patient on an existing order
• Added new option under company setup to specify the default place of service for Medicare services. If not specified the place of service defaults to 11
• Added Insurance claim created date filed that defaults to the date the claim was created. Creation date can be used to create claims batch.
4.75 January 31, 2007 Download Update 4.75
• To upgrade to this version, you must first upgrade to version 4.50
• Windows 98/ME/NT are no longer supported
• New Look - upgraded menu options
• Ability to swipe Credit Card in Payment Details screen
• Insurance Ansi837 - resolved issue with city having two names and amount being zero
• Medinotes interface - ability to automatically export patient information into HL7 file when patient record is added or modified. Setting can be setup under Tool | Settings menu option
• Letters module has a new word-processor with more features. This may require manual adjusting of existing mail-merge letters including margins
• Insurance Fee Schedule - if the fee schedule is not setup for a spectacle lens, services, lens treatment and other product it will default the price to be the retail price
• Added ability to create patient list by gender
• FramesData Import remove duplicates option no longer removes the records from frames import and frame inventory
• Two new reports added to the system - Frames Sold by Store and Frame Inventory by Store that will give totals for each store by frame manufacturer
• clicking the Reading button no longer affects PDs
• Added ability to assign Physician’s as referral in patient demographics
• Added referral mail-merge fields to letters for custom letters: referral name, address, city, state, zip, phone
• Added log of patient interactions to appointment calendar
• Added patient interactions tab to appointment calendar. Interactions record is automatically logged when patient record is accessed
• New Correspondence History feature has been added that will log any print material sent to the patient from Letters module. Letter log history is available under Patient | Interactions tab
• Added Patient Type, Cell Phone, Zip Code as additional Patient Search Criteria
• Added
Patient Type as additional Patient List Creation Search Criteria
4.50 January 10, 2007 Download Update 4.50
• Added ability to Print receipt on Ithaca 610 Receipt printer
• Ability to assign default provider to a physician
• VSP Contact Lens calculations have been updated
• Added NPI number to Provider Setup
• Added Qualified Type to Provider Insurance Type under Categories and available for setup under Provider
• HCFA 1500 renamed field 17a changed physician to provider
• HCFA 1500 added system defined Physician ID types
• Provider setup allows to assign system defined different ID numbers
• HCFA 1500 field 33. Billing provider info automatically fills based on the default provider assigned to the order's physician. Default provider for a physician can be assigned in File > Setup > Physician menu option
• Recall Dates are highlighted in Yellow background if the recall date is expired or not specified
• When
filling insurance claim from order, box 29 amount paid is filled with insurance
payments posted in the order
Insurance Claim field 17a, 32b and 33b can not
longer be typed in. They can be selected from the list of ID's setup under
provider and physician
• HCFA
form has been updated to the new format approved by NUCC 08/05. Includes fields
for capturing NPI number. OLD HCFA FORM 8/88 IS NO LONGER SUPPORTED. ANY OLDS
CLAIMS WILL NEED TO FILL THE MISSING DATA FIELDS IN THE NEW FORM IN ORDER TO
RESUBMIT. INSTRUCTIONS FOR FILLING OUT NEW CLAIM FORM ARE AVAILABLE AT http://www.nucc.org/images/stories/PDF/claim_form_manual_v1-3_7-06.pdf
ADDED:
• 17a
referring ID type
17a. referring ID number
17b. referring NPI
32a.
NPI
32b ID
33a NPI
33b ID
33 Added seperate field to capture billing
provider Phone
24I. ID type
24J. rendering ID
24J. Rendering NPI
•
REMOVED:
24C. type of service is removed
24J. COB is
removed
24K. reserved for local use is removed
• Insurance Electronic claim submission Print Image and ANSI formats have been updated to include NPI numbers. THIS WILL REQUIRE YOUR CLEARINGHOUSE TO REMAP THE FIELDS AND MAY AFFECT CLAIM PROCESSING UNTIL THE NEW FIELDS ARE MAPPED.
• Added ability to search patients by Zip/Postal Code
• Added Time-clock warning. If time entry already exists then user is prompted with warning.
• Auto-updating Recall Date, Last Exam Date, Recall Reason > Added option to specify Recall Reason when setting up Services. When Recall reason is set and this service is charged to the patient it will automatically update the Last Exam date (to today), recall reason, recall months and recall date in the patient record.
• Updated EHR Drawing capability to allow smoother drawings
• Physician Exceptions in Appointment Calendar Day view have been updated
• Added ability to copy Fee Schedule
• Ability to allocate online Credit & Debit card payments among multiple orders
• Added merge-fields to Letters of type Order
• insurance_due
• charges
• patient_due
• patient_balance
• insurance_balance
• payments
• insurance_payments
• patient_payments
4.21 December 15, 2006
• Integrates with DYMO:
• Added ability to print DYMO File Folder 30327 Labels. Fields printed on File Folder label are Name, DOB and Patient Number. Label is accessible under Patient module | Profile Tab and clicking the Labels button.
• Added ability to print DYMO Address 30252 Labels. Fields printed on Address label are Name, Address, City State Zip. Label is accessible under Patient module | Profile Tab and clicking the Labels button and under the Letters module
• Insurance CMS 1500 form print paper format has been changed. Dates are now formatted as mm dd yyyy
• Insurance ANSI 837 charges format has been updated to 0.00, loop 2310D
• Payment allocation copies the approval code to all payment allocations when processing credit-cards thru X-Charge Credit card processing merchant
• Added Uncut Lens option to Spectacle Lens Lab Copy
• File | Reports | Order | Patient Labels option has been removed since it is accessible under File | Letters menu option
• Order - Payments - Labels button is removed
• Insurance module removed auto-calculation of days based on service dates
• Fixed printing of Batch Lab Copies from File | Reports | Order | Lab Orders
• Added Covered Option Service Fee to Insurance Fee Schedule that is used if the procedure is covered
• Ability to delete VSP Lens List under Tools | Refresh VSP List and cl