Release Notes 5.4.1 - Draft 3

All information contained in this document is confidential and solely the property of Health Innovation Technologies, Inc.

Overview

This version of RevolutionEHR brings over 20 new accounting related enhancements including line item payments and over 30 new enhancements to various areas of RevolutionEHR based on user feedback. Additional highlights include new features to the billing screen, a new HPI wizard, patient ability to update demographics from RevolutionPHR and many more enhancements and fixes.

RevolutionEHR

Phone: 877-738-3471 www.revolutionehr.com [email protected]

6 Boulder Creek Circle Madison, WI 53717

RevolutionEHR Release 5.4.1

Release Notes

September 4th 2012

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All information contained in this document is confidential and solely the property All information contained in this document is confidential and solely the property of Health Innovation Technologies, Inc.

Table of Contents

1. Enhancements ................................................................................................... 3

1.1 Accounting ................................................................................................. 3

1.2 Accounting Reports ...................................................................................... 9

1.3 Patient ..................................................................................................... 11

1.4 Electronic Health Record ............................................................................. 13

1.5 Scheduling ............................................................................................... 17

1.6 Inventory ................................................................................................. 21

1.7 Administration .......................................................................................... 23

1.8 Marketing ................................................................................................. 25

1.9 Orders ..................................................................................................... 25

1.10 RevolutionPHR ........................................................................................ 26

1.11 Other Enhancements ................................................................................ 29

2. Fixes .............................................................................................................. 30

2.1 Accounting ............................................................................................... 30

2.2 Patient ..................................................................................................... 31

2.3 Electronic Health Record ............................................................................. 31

2.4 Scheduling ............................................................................................... 32

2.5 Administration .......................................................................................... 33

2.6 Inventory ................................................................................................. 33

2.7 Other Fixes ............................................................................................... 34

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1. Enhancements

1.1 Accounting

1.1.1 Line Item Payments and Saving Incomplete Payments

The newest version of RevolutionEHR now includes the ability to apply payments by line item and save a pending payment, directly from the Receive Payments screen. Since these features require detailed documentation, a separate customer advisory has been created and posted on Insight at http://insight.revolutionehr.com/wp-content/uploads/Line_item_payments.pdf

1.1.2 Drag and Drop Multiple Charges to an Invoice

While billing services or materials within an encounter or order on the billing screen, multiple charges can now be moved to one payor at a time, without the need to move each charge individually.

To move multiple charges to a payor at one time:

Click the first charge, then use the CTRL or SHIFT (CMD or SHIFT on Mac) key to click and highlight additional charges. Once all charges have been selected, click and drag the charges to a specific payor.

1.1.3 Several Updates to Patient Account Pod

Several updates have been made to the patient account pod, available from the patient dashboard. These updates include adding filters to aid in invoice searches, displaying invoice status on the overview screen, a new refund history slider, and a new statement history slider.

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Additional Filters and Claim Status Available on Overview Tab

The overview tab now includes filters for Payor Type, Payor Name, and Location. Invoice status is also displayed in the invoice grid.

Printing a Refund Receipt

The Refund History slider displays patient refund activity. The slider now also includes the ability to print a refund a receipt, another new feature of RevolutionEHR.

Statement History Slider

The new statement history slider displays patient statement activity. Activity will only be displayed on this page if the ‘Mark as Printed’ option is selected when statements are generated.

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1.1.4 Processing Refund with Specified Date

When processing a refund, RevolutionEHR now allows a refund date to be specified if the refund occurred on a different date. To process a refund, open the Account pod in the patient dashboard and click the ‘Refund’ Button.

A refund date is now required, with the current date as a default.

1.1.5 Modify Invoice Description for Services

Descriptions displayed on invoices for any service can now be modified to suit practice and patient preferences.

To modify the invoice description for a service, go to More -> Inventory -> Services. Open the service to be modified and look for the Invoice Description field. Make sure to click the ‘Update’ button to save any changes.

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1.1.6 Several New Accounting Preferences

Several accounting related preferences have been added to RevolutionEHR to meet the needs of our practices and streamline many accounting activities.

These new preferences include:

Updating available payment method options for a practice.

Removing adjustment lines from receipts and statements.

Updating available modifiers for the practice.

Auto populating referring provider on claims.

Default payment method for insurance payment method.

Updating Available Payment Method and Credit Card Options

If certain payment options are included in RevolutionEHR, but are not accepted or used at your practice, you can now update your payment methods available when processing a payment.

To update available payment methods for a practice, go to More -> Administration -> General -> Practice Preferences -> Payment Preferences

Check to activate any payment methods or credit card types for the practice, uncheck to deactivate. Make sure to click the Update button to save any changes.

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Removing Adjustment Lines from Receipts and Statements

If a practice would prefer not to display adjustment lines on patient receipts and invoices, this can now be set as a practice preference. To enable or disable this feature, go to More -> Administration -> General -> Practice Preferences -> Additional Preferences. Look for the 'Hide adjustments on receipts' option in the Accounting section and make sure to click the update button to save any changes. Please note that this also affects the GatewayEDI statement service, if this feature is enabled adjustments will not show on statements printed by GatewayEDI. When enabling this feature, please contact GatewayEDI to run a new test file to ensure all mappings are still accurate.

Updating Available Modifiers for Claims

Modifier options available for claims can now be added or removed to/from a practice. This change also allows newer modifiers used by OptumHealth to be made available. Modifiers can be managed within the More -> Administration -> Data Configuration -> Modifiers area of RevolutionEHR. Drag an drop a modifier to or from the practice modifiers list, then click the 'Update' button to save any changes. The modifiers are now available for immediate use.

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Automatically Populating Rendering Provider as Referring Provider For certain insurance payors, the rendering provider is required to be listed in the Referring Provider field on the claim. This can now be populated automatically as a preference by insurance. To enable this feature for a specific insurance, go to More -> Administration -> Vendors/Partners -> Insurance Companies. Open and Insurance Company and look for the ‘User rendering provider as referring provider’ option. Payment Method Default Preference by Insurance Payor

To eliminate the need of selecting an alternate payment method while processing each insurance payment, a default payment method can now be selected for each insurance. By default, all insurance payment methods are selected as ‘Check’ The payment method default can be selected in More -> Administration -> Vendors/Partners -> Insurance Companies. When adding or editing an insurance company, look for the 'Default Payment Method' dropdown.

1.1.7 Receive Payment Screen Now Sorted by Patient Name to match EOB

To aid in receiving payments within RevolutionEHR, the 'Receive Payment' screen is now sorted by patient last name and first name to closely reflect the payment order of the EOB that is being processed.

1.1.8 “Other” option available as Payment Method

To allow increased flexibility in documenting payment method while receiving a payment, an "Other" option is now available. This payment method will be displayed in all accounting receipts and deposit reports and replaces the "None" payment option. The “Other” payment method option can be disabled by going to More -> Administration -> General -> Practice Preferences -> Payment Preferences and unchecking Other in the Payment Methods area.

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1.1.9 TG Modifier Available for Claims

The TG Modifier is now available for use in Claims. The code TG is referred to a service that requires "Complex / High Tech Level of Care"

1.2 Accounting Reports

1.2.1 Deposit Slip Report

To aid in reconciling payments with bank deposits, a deposit slip report has been added to RevolutionEHR. This report details all cash and check transactions for the specified date and allows a deposit slip to be printed.

The report can be accessed by going to Accounting -> Accounting Reports -> Other -> Deposit Slip Report. The report can be run for any or all locations for a specific date.

1.2.2 Deposits by Method with Details Report

In addition to the deposit slip report added in this version, the ‘Deposit Methods with Details’ report has been added to provide greater visibility into all deposit related activities.

The report can be accessed by going to Accounting -> Accounting Reports -> Other -> Deposit and selecting the Deposits by Methods with Details report type.

This report is structured similarly to the deposit report, but includes more payment information including payment reference # and check #.

1.2.3 Receipts by Method/Payment Report

The ‘Receipts by Method/Payment’ report has been added to provide more detail on payments received. These additional details include payment date, reference number, and payment ID for each payment in the report.

The report can be accessed by going to Accounting -> Accounting Reports -> Receipts and selecting the Receipts by Method/Payment report type.

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1.2.4 Invoice Item Search by Item Type

Using the Invoice Item Search report in Accounting -> Accounting Reports -> Other, Item Type can now be included in a report or used as a filter. This helps easily distinguish Services, Products, Write-offs, and more in your custom search. Look for the 'Item Type' field under the Invoice Items folder.

1.2.5 Disable Charts in Accounting Reports

If the interactive charts are not being used or are hindering system performance, the charts can now be disabled temporarily or completely as a practice or employee preference.

To disable the chart feature temporarily, click the Red ‘X’ above the chart area before running your report. The chart will remain disabled until they are re-enabled or the user is logged out. The chart feature can also be disable completely as a practice or employee level preference. To disable charts for the entire practice, go to More -> Administration -> General -> Practice Preferences -> Additional Preferences and look for the ‘Hide charts on reports’ option in the accounting area. To disable charts for a specific employee, go to More -> Administration -> Employees/Roles -> Employees. Open an employee, click on the Preferences slider and look for the ‘Hide charts on reports’ option in the accounting area.

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1.3 Patient

1.3.1 Demographic Related Updates

Several demographic related updates have been made to provide better opportunities for proper patient documentation. This includes the ability to document previous names, pronunciation of a name, a patient declining to share email, and dominant hand of a patient.

Documenting Previous Name of a Patient

A patient’s previously used named can now be documented in the demographics pod of the patient dashboard. Open the demographics pod and go to the Additional Information slider.

Previous First Name, Middle Name, and Last Name can be documented Previous Names section. Make sure to click the ‘Update’ button to save any changes.

Documenting Pronunciation of a Name

For patient names that might be difficult to pronounce, a pronunciation field has been added to the main patient demographics page. This field can be updated by opening the demographics pod on the patient dashboard, or the demographics screen in an encounter.

Once entered, the phonetic spelling of the name will also be displayed in the blue patient header bar any time a patient chart is opened.

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Documenting a Patient Declining to Provide Email

If a patient has declined to provide their email address to the practice, a checkbox has been added to the demographics pod of the patient dashboard and the demographics screen within an encounter. Note that this box can only be checked if no email has been entered into the patient’s file.

Documenting the Dominant Hand of a Patient

The ability to view or document the dominant hand of a patient has been added to the demographics pod and the patient quick view screen.

In the demographics pod, open the Additional Information slider and look for the Dominant Hand option.

Another quick way to view or document dominant hand is to open the patient quick view screen (black silhouette icon next to patient name in blue header bar).

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1.4 Electronic Health Record

1.4.1 HPI Wizard To help ensure that HPI documentation is captured consistently and thoroughly an HPI Wizard feature has been added to the HPI screen of an encounter. The HPI Wizard will suggest specific details to be captured based on the condition selected. The HPI Wizard is automatically enabled for all practices and can be accessed on the HPI screen by clicking the ‘HPI Wizard’ button.

Once opened, wizard will display a list of conditions to be selected for documentation.

When a condition is selected the wizard will suggest additional details to be documented for the patients chart.

Once all available details have been documented, click the ‘Generate HPI’ button to save all changes and create the HPI entry.

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1.4.2 Preference to Pull Forward Test Notes When using the ‘View Test History’ feature in an encounter test and pulling forward previous findings, the test notes have previously been excluded from being pulled forward. A new practice preference allows test notes to be pulled forward with other previous findings. By default, this feature is disabled for all practices but can be enabled by going to More -> Administration -> General -> Practice Preferences -> Additional Preferences. Look for the ‘Bring forward test notes’ option in the Encounters area.

1.4.3 Common Service Changes

To streamline the process of adding common services to the encounter coding screen, common services can now be added when setting up or modifying services in the Inventory module.

To add or remove a common service to the encounter coding screen, go to More -> Inventory -> Services. Open the service you would like to add or remove and look for the ‘Include in common service list’ checkbox. Make sure to click the ‘Update’ button to save any changes.

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1.4.4 New Rx Print Preferences to Comply with Local Regulations

To allow providers to comply with local and state regulation when printing prescriptions directly from RevolutionEHR, three new practice preferences have been added.

Medication Rx ‘Dispense as Written’ Signature Line

In certain localities, a ‘Dispense as Written’ signature line is required on a printed medication prescription.

To add the ‘Dispense as Written’ line to all printed medication prescriptions go to More -> Administration -> General -> Practice Preferences -> Additional Preferences. Look for the ‘Med Rx print format’ option in the Prescriptions area.

To print the ‘Substitution Permitted’ signature line on the left and ‘Dispense as Written’ signature line on the right, select Substitution Left.

To print the ‘Substitution Permitted’ signature line on the right and ‘Dispense as Written’ signature line on the left, select Substitution Right.

Display NPI on Printed Medication Rx

If a provider's NPI number is required to be printed on a Medication Rx, this can now be enabled or disabled as a practice preference. The feature can be enabled or disabled in More -> Administration -> General -> Practice Preferences -> Additional Preferences. Look for the 'Display NPI on Med Rx' option in the Prescriptions area.

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Eyeglass Rx Contact Lens Approval Checkbox

In certain localities, a checkbox for contact lens approval is require on a printed eyeglass prescription.

To add the contact lens approval checkboxes to all printed eyeglass prescriptions go to More -> Administration -> General -> Practice Preferences -> Additional Preferences. Look for the ‘Eyeglass Rx print format’ option in the Prescriptions area and select ‘Contact Approval’ in the dropdown.

1.4.5 Interview Selection Dropdown Displays More Information

The interview selection screen now displays more information about patient interviews on file. When selecting an interview, the dropdown now displays that date the interview was completed by the patient, as well as the appointment type and appointment date.

1.4.6 RGP Optic Zone Minimum Lowered to 1.5

When creating an RGP prescription, the Optic Zone minimum value has been decreased from 3.5 to 1.5 to allow for specific RGP lens parameters.

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1.5 Scheduling

1.5.1 New Scheduling Preferences

The newest version of RevolutionEHR includes several new preferences with the goal of streamlining scheduling activities in your practice. These preferences include creating a default schedule view for the practice, changing the display order of employees on the schedule, a new permission for editing employee hours and several other new scheduling preferences. Create a Default Schedule View for the Practice A default schedule view can now be created at the practice level so that all employees view the same schedule. The practice level preference will be over written if an individual employee sets their own schedule preference. To create a default schedule view for the practice, go to More -> Administration -> General -> Practice Preferences -> Additional Preferences and look for the ‘Schedule Filter’ option in the Scheduling area. The schedule filter option is similar to the existing custom filter that can be set in the scheduling module. The schedule can be filtered by type, status, role, employees, and order of employees displayed on the schedule. Set a Default Order of Providers and Employees on the Schedule The order that providers or employees are displayed on the schedule can now be set as a practice or employee preference. To change the order of providers or employees on the schedule for everyone in the practice, go to More -> Administration -> General -> Practice Preferences -> Additional Preferences and look for the ‘Schedule Filter’ option in the Scheduling area.

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On the schedule filter screen, click the ‘Change Group Order’ button and drag and drop and provider or employees up or down in the list to set the display order. Make sure to click the ‘Update’ button to save any changes. Each employee can also change their default schedule order, which will override any practice level order preferences that have been set. The employee level preference can be set directly in the scheduling module by going to Filter -> Custom Filter and click the ‘Change Group Order’ button. Please note that the Grouping feature must be enabled to display the order that has been set. New Permission Setting to Change "My" Employee Hours An employee can be allowed to edit his or her own employee hours in the schedule without the allowing ability to edit other employee hours. This permission can be enabled or disabled in More -> Administration -> Employee/Roles -> User Roles and open a User Role. Look for the 'Modify Own Employee Hours' option under the Scheduling folder. Practice Preference to Only Show "My Patients" in Today's Patients Screen The ‘Today’s Patients’ screen in the patient module offers the ability to limit the schedule view to only show patients scheduled for the employee currently logged in. This feature can now be enabled by default as a practice or employee level preference.

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To enable this feature as a practice preference, go to More -> Administration -> General -> Practice Preferences -> Additional Preferences and look for the ‘Today’s list shows my patients only’ option in the Scheduling area.

To enable this feature as an employee preference, go to More -> Administration -> Employees/Roles -> Employees. Open an employee, go to the Preferences slider, and look for the ‘Today’s list shows my patients only’ option in the Scheduling area. Alert if Scheduling Appointment for Date in the Past If an appointment is being scheduled for any date in the past, RevolutionEHR will now display an alert to the user to verify that the correct date has been selected. This feature and other scheduling validations can be enabled or disabled at the practice level in Administration -> General -> Practice Preferences, look for the 'Validate Appointment Times' option in the Scheduling section. This feature can also be enabled or disabled at the employee level in Administration -> Employees / Roles -> Employees. Open an employee and look for the 'Validate Appointment Times' option on the Preferences slider.

If this feature is enabled, a warning will pop up if the current appointment being booked is in the past. Please Note that enabling this feature will also enable all other scheduling validations for the practice. These validations include booking appointment outside or regular business hours, appointments overlapping busy times, and several other schedule validations.

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1.5.2 Patient Interview Indicator on Scheduling Screen The patient interview indicator is displayed for each appointment on the schedule to easily identify interview status of each patient. If an interview is not associated with the appointment typed booked, the interview indicator will no longer be displayed on the schedule.

1.5.3 Link to Appointment in Schedule from Patient Chart

To view a patient’s appointment in the schedule, the upcoming appointment time listed in the Exam History pod of the patient dashboard now links directly to the appointment in the schedule.

1.5.4 Emailed Appointment Reminder Tracking

If an appointment reminder has been emailed to a patient using the 'Email' button in the Scheduling module, the email is now logged in the appointment notes to verify later that an email was sent. The tracking note can be viewed by clicking the 'Open' in the Appointment Details Screen, then opening the Appointment Notes slider.

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1.6 Inventory 1.6.1 New CPT Services Available

New CPT services are now available for use and are automatically included in all new practices and locations. The new codes include:

92071 – Fitting of contact lens for treatment of ocular surface disease

92072 – Fitting of contact lens for management of keratoconus, initial fitting

These new codes can be added to your practice by going to More -> Inventory -> Services -> CPT Services. Once added, they will be available for use in the system.

Dr. Brownlow has provided an important advisory to be included regarding these codes:

Effective January 1, 2012, Current Procedural Terminology (CPT© American Medical Association) deleted 92070, the code that has been used for years to report the fitting and supply of a bandage contact lens. 92070 has been replaced by two new codes:

treatment of ocular surface disease

fitting CPT has made it clear, both in CPT Assistant and CPT Changes: An Insider’s View 2012, that the new codes are unilateral, are meant to be used for reporting the fitting of the lens only, and that neither code includes the supply of the lens. CPT offers additional notes for the new codes, including “(Do not report 92071 in conjunction with 92072)”, and “(Report supply of lens separately with 99070 or appropriate supply code)”. Since 99070, supply of materials, is commonly rejected by Medicare carriers and some other insurers, it may be wise to use ‘appropriate supply codes’ to report the supply of the contact lens in combination with 92071 and 92072. The only ‘supply codes’ that we know of are the V codes, V25XX, in the CMS Healthcare Common Procedure Coding System (HCPCS). We know that some insurers have followed that logic and consider the HCPCS codes to be appropriate, though apparently others have not.

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Several challenges have arisen with respect to insurers’ handling of the new codes: 1. Some insurers have not changed their internal listings of CPT codes to include 92071 or 92072 and are requiring that bandage lens be reported using the deleted code, 92070. We assume that this issue is self-limiting and all carriers will eventually begin using the new codes. 2. Some insurers, including some Medicare carriers, are treating the new codes as they did 92070, and consider the supply of the lens to be included in the reimbursement for 92071 and 92072. 3. Medicare and some other insurers never reimburse for 99070, supply of materials, making it fruitless to bill 99070 in combination with either 92071 or 92072. 4. Some Medicare carriers view all HCPCS codes (and possibly other supply codes) as being covered by Medicare’s DMEPOS, rather than by Part B Medicare, yet we have not heard of any doctor being successful in receiving payment from DMEPOS for a bandage contact lens. 5. Some insurers do not consider keratoconus to be a medical condition and thus will reject any claim for 92072, with or without materials, due to the diagnosis.

1.6.2 Deactivated Items on Inventory Reports

All inventory reports can now include deactivated inventory if required. To include items that have previously been deactivated in an inventory report (More -> Inventory -> Inventory Reports) unselect the 'Active Items Only' checkbox before running the report.

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1.7 Administration

1.7.1 Employee Preferences

The newest version of RevolutionEHR includes several new preferences that can be set at the employee level instead of the entire practice to provide a higher level of customizability for each user. To set employee preferences, go to More -> Administration -> Employees/Roles -> Employees. Open an employee and click on the Preferences slider. The following preferences can be set for the employee:

1.7.2 Review of RFV, ROS, and PFSH Screens Tracked in Audit Logs

To increase visibility of user activity within an encounter, RevolutionEHR automatically logs all views of the Reason For Visit, Review of Systems, and Patient Family and Social History screens. A log of all system activity can be reviewed by going to More -> Administration -> Employees/Roles -> Reports -> Audit Log

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1.7.3 Create Credentials for Partner Connections

If RevolutionEHR credentials need to be created for specific vendor and equipment connections, this can now be done directly in Administration. To create or view credentials for the practice, go to More -> Administration -> General -> Practice Preferences -> Partner Integrations Credentials needed for various services are displayed on the screen. If the RevolutionEHR team has previously created credentials, the password will not be displayed on screen. Our customer care team is happy to provide these credentials to you directly. To enable or disable an integration, click on the service and click the Enable/Disable button.

1.7.4 Remove Username from Screen when Logging Out

By default, upon logging out RevolutionEHR retains the username in the login screen to reduce the number of steps to log back in. This feature can be disabled or re-enabled as a practice or employee preference. To set this feature as a practice preference, go to More -> Administration -> General -> Practice Preferences -> Additional Preferences. Look for the ‘Remove username on logout’ option in the General area. To set this feature as an employee preference, go to More -> Administration -> Employees/Roles -> Employees. Open an employee, click the Preferences slider and look for the ‘Remove username on logout’ option in the General area.

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1.8 Marketing

1.8.1 Search for Patients based on RevolutionPHR Login

The patient search query engine within RevolutionEHR now includes two additional fields related to RevolutionEHR's Patient Health Record. Patient PHR Allow Login allows reports to be run based on if the patient has been granted access to RevolutionPHR.com Patient PHR Username allows reports to be run that include the patient’s username to RevolutionPHR.com

1.8.2 Search for Patients with or without a Picture Attached

The patient search query engine within RevolutionEHR now includes the ability to search for patient based on whether or not a picture has been attached to their patient file.

1.9 Orders

1.9.1 Alert if Order is Not Associated with an Encounter

If an order has been without an encounter associated, RevolutionEHR can alert the user when the order is being Approved. This feature can be enabled or disabled as a practice preference in Administration -> General -> Practice Preferences -> Additional Preferences. Look for the 'Validate Order before Approval' option in the Orders section.

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1.10 RevolutionPHR

1.10.1 Create or Change Interview Templates for RevolutionPHR

With the latest release of RevolutionEHR, interview templates for RevolutionPHR can now be customized to meet the needs of any practice. This includes creating new interview templates, adding or eliminating specific questions and reordering questions.

Interview Templates can be managed by going to More -> Administration -> Encounters/Interviews -> Interview Templates.

Customizing interview templates is very similar to customizing encounters, both of which are customized through a series of screens and steps.

To create a custom interview, start by creating a new encounter step by going to ‘Encounter Step Library’ and clicking the ‘Add Step’ button.

Name the interview step, then select ‘Interview’ from the Screen Library Types dropdown to see all available interview options. Then drag and drop individual questions to the screens area to add them to the interview. When you are finished click the ‘Update’ button to save all changes.

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Once the interview step has been created, go to More -> Administration -> Encounters/Interviews -> Interview Templates and click the ‘Add Template’ button. Name the new template, then drag and drop the interview step create in the previous instruction. Once again, click the ‘Update’ button to save all changes.

The final step is associating your new interview with any encounter templates. Once the interview is associated with an encounter, the interview will be displayed to the patient scheduled for that encounter. Go to More -> Administration -> Encounters/Interviews -> Encounter Templates. Open an encounter and look for the ‘Interview Template’ dropdown. Select an interview to associate and click the ‘Update’ button to save all changes.

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1.10.2 Patient Updating Demographics from RevolutionPHR Any patient with login credentials to RevolutionPHR.com now has the ability to update their demographics on their own. Any changes made by the patient are pushed seamlessly to the practice and are immediately visible the next time the patient chart is opened. From RevolutionPHR.com, the patient can update name, contact info as well as scheduling and communication preferences. Once logged in, the patient should go to the about me page and click the ‘edit your information’ link.

1.10.3 Additional Features Added to RevolutionEHR for Future Release Additional features have been added to RevolutionEHR to support future features of the patient portal that are in final development. More information will be released with the new update to PHR.

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1.11 Other Enhancements

1.11.1 Insight Link Now Available in Help Menu

The help menu within RevolutionEHR now includes a link to Insight, our customer portal with hundreds of helpful articles. Insight is also available at http://insight.revolutionehr.com

1.11.2 Documents and Images Default View

The Documents and Images pod (Show More -> Documents/Images) previously opened with a thumbnail view of the files and folders. This default view can now be changed to a details view that offers more details on the files being used. To set the default for the practice go to: More -> Administration -> General -> Practice Preferences -> Additional Preferences. To set the default for an employee go to: More -> Administration -> Employees/Roles -> Employees, then open an employee and go to the Preferences slider. Look for the 'Display documents in detailed view' option in the General Section

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2. Fixes

2.1 Accounting

2.1.1 Invoice Size on Small Screens or Low Resolution Settings

On certain smaller screens or computers with low resolution settings, the size of the invoice screen caused navigation issues. This issue has been resolved, the invoice screen will automatically size itself properly to any sized screen or resolution setting.

2.1.2 Receive Payment Screen Details Change when Another Screen is Opened

While receiving a payment in the accounting area, if another screen is opened before the payment is saved certain payment details were cleared or changed. This issue has been resolved.

2.1.3 Ledger Balance Summary Reports Removed

Due to low usage and report discrepancies, the Ledger Daily Balance Summary and Daily Balance Summary reports have been removed. All ledger balances can be tracked using the Ledger Report or Ledger Posting Report available in Accounting -> Accounting Reports -> Other.

2.1.4 Overpayment of Invoice by Patient Credit

When a patient credit that was applied to a patient invoice resulted in an overpayment, RevolutionEHR was incorrectly reporting the patient balance when the payment was reversed. This issue has been resolved.

2.1.5 Claims Screens Export to Spreadsheet

If any of the screens withing Administration -> Accounting -> Claims were exported to a spreadsheet, the Invoice #, Invoice Date, Service Date, and Patient Name were not included in the export. This issue has been resolved.

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2.2 Patient 2.2.1 Head of Household when Adding New Patients

If a child or spouse is entered into RevolutionEHR before the Head of Household, the child or spouse would still be selected as the Head of Household. This issue has been resolved.

2.2.2 Cancelled Appointment Displayed in Patient Exam History Pod

If an appointment for a patient was cancelled, that appointment was still displayed in the Exam History pod of the patient dashboard. This issue has been resolved.

2.3 Electronic Health Record 2.3.1 Keyboard Tab Order for Final Refraction with Prism

When using a keyboard to Tab through fields in the Final Refraction with Prism test, the fields were selected out of order. This issue has been resolved.

2.3.2 No Interview button Highlighted After Encounter is Signed

After an encounter was signed, the 'No Interview' button in the top header bar was still highlighted. This issue has been resolved.

2.3.3 Diagnosis Date Discrepancy

In certain instances for practices in the Eastern Standard Time Zone, the diagnosis date was being reported incorrectly. This issue has been resolved and all previous Dx dates have been updated accordingly.

2.3.4 Coding Engine Not Enabled with Dx/CPI Selected as HPI

In certain instances, the medical auto coding engine was not being enabled even if a Diagnosis or Care Plan Item was present in the HPI screen. This issue has been resolved.

2.3.5 Location for HPI from previous Diagnosis

When using the Dx/CPI screen to pull forward previous Diagnoses into the patient's HPI list, the location (OD, OS, or OU) was not pulling forward. This issue has been resolved.

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2.4 Scheduling 2.4.1 Rescheduled Appointment not Releasing Previous Appointment Slot

In certain instances if a patient is being rescheduled using the 'Reschedule' button within the Schedule module, the previous appointment time was not being released. This issue has been resolved.

2.4.2 Appointment Type Not Copied when Rescheduling

When rescheduling a patient appointment using the 'Reschedule' button, RevolutionEHR was not copying the original appointment type to the new appointment. This issue has been resolved.

2.4.3 Employee/Role Not Copied when Rescheduling

When rescheduling a patient appointment using the 'Reschedule' button, RevolutionEHR was not copying the original Employee/Role to the new appointment. This issue has been resolved.

2.4.4 Default Schedule View Conflict with Practice Preferences

When setting a default schedule view using the custom filter option, this was causing a conflict with other practice preferences set in Administration. This issue has been resolved.

2.4.5 Appointment Report Printing Summaries in Order

When printing multiple appointment summaries in the Scheduling -> Scheduling Reports -> Appointments area, the summaries were not printing in order by appointment date and time. This issue has been resolved.

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2.5 Administration 2.5.1 Administration Screen on Small Monitors or Low Resolution Settings

Several screen in Administration were not optimized for smaller monitors or lower resolutions, creating issues for navigation. This issue has been resolved.

2.5.2 Employee SSN Could Not Be Removed from Employee File

Even though a Social Security Number was not required to add an employee to RevolutionEHR, if an SSN was entered it could not be removed after. This issue has been resolved.

2.5.3 Duplicated Encounter Templates during Setup

In certain instances an encounter template was duplicated if it was edited immediately after being created in More -> Administration. This issue has been resolved.

2.5.4 Duplicated Encounter Steps during Setup

If a user logged out while editing an Encounter Step in the Administration -> Encounters area, the edited Encounter Step was inadvertantly duplicated. This issue has been resolved.

2.5.5 Updating Encounter Templates for Multiple Practices

There was an issue for users that were updating encounter templates for one practice, and then logging into another practice to update another encounter template. This issue has been resolved.

2.6 Inventory 2.6.1 Inventory Reports Not Displayed Correctly

If an inventory report was re-sorted by clicking on a specific column header, the report would display incorrectly in some instances. This issue has been resolved.

2.6.2 Inventory Screen Filter by Price

When searching for a frame by specific price in the main Inventory screen, RevolutionEHR was not filtering the results based on the price searched. This issue has been resolved.

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2.7 Other Fixes 2.7.1 Employees at Other Locations Not Available for Select for Task

If an employee was not given access to a specific location, the employee was not available to be tasked by other employess at the same location. This issue has been resolved, the task list now shows all available employees from all locations.

Date post:	26-Feb-2022
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