Check out some of the latest features and updates released.
What’s New?
Playbooks
- With the playbook feature, your team now has an easy way to capture and organize the knowledge in your business process to help guide end users workflows when processing orders. Create SOPs by payers and products to streamline, centralize, organize and delegate responsibilities. Document processes, assign out tasks, and manage required documentation to track your order lifecycle to completion. Learn more
New fields added to the following reports:
Patient Details Report
- Patient Inactive Date
- Inactive Reason
- Care Team Member
Service Maintenance Report
- Care Team Member
Claim Submission Report
- Last Report Date
Custom Purchase Order Statuses
- You can now create and manage custom statuses which can be used to manage purchase orders.
Inventory Par Level Rules
- You now have the ability to automatically add items triggered by par level rules to update existing open purchase orders by toggling on “update open purchase orders” within your par level rules settings.
Updated Notes Functionality
- With added functionality and an updated design to improve the end user experience, you now have the ability to pin notes, manage custom note subjects, and more. Learn more
Custom Note Subjects
- You can now create and manage custom note subjects which can be used when adding notes in the patient, order or invoice record.
Payer Submitter ID
- A submitter ID field is now available under the payer management setup. This submitter ID should only be used when the payer requires a client specific sender submitter ID to be sent in the 837 in order to process claims electronically.
API Updates
- Inventory Items group of APIs is now available to allow you to work with inventory enabling the ability to receive and transfer items.
- Purchase Order Audit APIs is now available to allow you to return purchase order details and activity.
- Purchase Order Statuses API is now available to allow you to return custom purchase order statuses.
Tweaks
- Hospital Discharge Date is now an optional field.
- Added the name of the signer to the delivery documentation footer when completing delivery paperwork either on the web application or mobile app.