This latest update brings improvements to the way your teams work.
What’s New?
Updated New Patient Create & Edit
- Redesigned workflow to create and edit a patient record. This updated functionality improves the user experience and allows a user to navigate and save changes easily with enhanced functionality. Learn More
Task Categories
- Create custom task categories and assign tasks to your teams in order to group and manage across functions and departments. Learn More
Care Team Member
- Assign a user as a care team member to a patient record to associate a teammate in your system to patients. Learn More
New Permissions
- A new permission allowing you to add a restriction on the Order View/Edit/Delete to limit users who are added as sales rep on an order to only see orders associated with them. You can go to the user field associated with these permissions and select the user(s) either based on roles created or on a specific user permission.
- A new permission allowing you to add a restriction on the Patient View/Edit/Delete to limit to users who are assigned as a Care Member on the patient record. You can go to the user field associated with these permissions and select the user(s) either based on roles created or on a specific user permission.
Ring Central Fax Integration
- Ability for customers to connect a Ring Central fax account to be used for inbound and outbound faxing.
Unit of Measure Product Selection on Resupply Programs
- When adding an item to a patient’s resupply program you can now select the Unit of Measure (UOM) with which you wish the future order to be generated.
New Form and Documents Functionality
- Forms and documents have been combined to live within the documents tab of a patient record. The forms tab will be deprecated in a future release but for the time being previously generated forms are still accessible under the forms tab. New forms added will be stored within the documents tab of a patient record. Learn More
- Creating and editing form templates is now available under management/application settings / forms.
- To upload documents to a patient record or generate a form for a patient click on “Add Documents” on the + blue button action dropdown. This will bring you to a redesigned workflow where you can upload documents or add forms. Forms generated will now require you to select a document type.
- Share functionality has been added within the documents tab of the patient record. This allows you to select a document to share outbound via fax or email. There is a share icon available next to the document for this action.
New Fields added to the following report:
Refund Reports
- Patient Address (Line 1)
- Patient Address (Line 2)
- Patient City
- Patient State
- Patient Zip
- Responsible Party Type
- Responsible Party Name
- Responsible Party Address (Line 1)
- Responsible Party Address (Line 2)
- Responsible Party City
- Responsible Party State
- Responsible Party Zip
Invoice Detail Report
- Patient Zip Code
- Patient City
- Account Primary Payer (GL Account of the primary payer on the invoice)
- Account Current Bill To (GL account of the current Bill TO on the invoice
- Price Option Group (from price option)
- Patient Location
- Patient Tags
Tweaks
- When creating purchase orders automatically from par level rules an update has been made to exclude items that are in a reserved status for available stock.
- Fixed the “unsaved changes” popup that is displayed when trying to navigate through tabs within management/corporate setup/inventory locations.
- Customers who drop ship items such as CPAP through VGM – we have added the ability to pull back in the serial # of the item that was shipped.
- Resupply limit notification updates.
- The plan selection field on a patient insurance record has been updated to allow for autocomplete and drop down selection.
- Modifiers have been added as an autofill field to forms.