We are thrilled to announce the 10.19 release packed with powerful enhancements to optimise your practice’s operations and workflows. This release features an improved interface that provides usability of expired schedules, quicker access to the production calendar, a new month view calendar, and much more.
Key highlights include a new Patient Tracker feature that offers the ability to view the number of pending recalls and set notification thresholds to zero. Notable improvements to clinical workflows include the option to delete care panels, generate implant tracker reports, and an enhanced logic for 2D/3D chart view preference. Patient invoices now showcase a sleeker layout, presenting detailed information such as payment details, date of service, invoice balances, and a customisable invoice footer.
Furthermore, you can effortlessly convert appointment messages into new patient bookings, streamlining your practice’s workflow. Plus, the Trend Analysis feature now enables comparisons of key metrics across multiple locations or providers, rendering deeper insights into your practice’s performance.
We’re confident these updates, meticulously crafted to refine your workflows with enhanced efficiency and ease, will create a significant impact. Explore the 10.19 updates and unlock their full potential to boost your practice’s productivity!
1. Production Calendar
The Production Calendar revamp offers a major upgrade to the Production Calendar, aimed at optimising your scheduling workflows. Key improvements include:
- Quick access to the production calendar right from the scheduler.
- A new section to review expired schedules.
- Simpler process to create, edit, or delete production types.
- Duplicate a production type or provider schedule for multiple days.
- Access a comprehensive monthly overview to check configured templates and associated production types for each day.
- Add multiple production types to a single slot.
- Mark a provider as unavailable for specific dates.
- The new Month View Calendar lets you view overall provider availability for the selected month.
- Utilise the Account or Location tabs in the holidays and working hours section to quickly manage configuration level settings.
2. Patient Tracker
- Set the Threshold Time to 0 for instant Patient Tracker Notifications as soon as the corresponding custom appointment status is updated.
- Prioritise actions with a quick view of the total number of Pending Recalls on the Action(s) Required drop-down.
3. Reschedule Queue
- The Reschedule Queue List printout provides visibility on the Status and Reason for appointments, aiding users in effectively managing the rescheduling process.
4. Scheduler
- The lines to segment the operatories in the Scheduler now appear in a grey shade with thicker and darker borders for better visibility in Day and Week views.
1. Chart
- To simplify the charting process, once you select a 2D or 3D view, it will remain unchanged across all login sessions, eliminating the need to choose your preferred option each time.
2. Implant Tracker
- We have introduced the ability to Delete Implant(s) from the grid and generate Report Printouts for one or more implants.
3. Care Panel
- Ability to delete the selected Care Panel from Practice Settings.
1. Payment Plan
- A quick hover over any failed payment transactions on a payment plan with auto-debit enabled lets you view the Failure Reasons.
- Option to select Direct Transfer as the payment method in a new payment plan.
- Presenting the capability to link Direct Transfer Receipts with a payment schedule.
2. Invoice Footer
- Enjoy the flexibility to add an Invoice Footer for a location, providing the convenience of displaying bank details, terms, conditions, or due dates in a patient invoice print.
Explore this tutorial for a quick overview.
3. Invoice
- Patient invoices now display the Date of Service against each code.
- The enhanced Invoice Print now displays the Practice Logo, Payment Details, Invoice Balance, Date of Service, and Net Patient Balance.
1. Online Appointments
- Access the Date and Time when the appointment message was received.
- Conversion of appointment message into a booking with a View in Scheduler button where you can create a new patient profile for the requested patient.
1. Reputation Management
- Utilise the Locations filter to view Review Request Automations for the intended location(s).
- Exclude existing or new patients from receiving review requests.
2. Add New Patient
- Selecting a Post-Code suggestion will automatically populate the address details.
3. Medical History Forms
- View the date of the Last medication update when adding a new medical history form.
- The updated configuration to ‘carry over existing data to new form’, when enabled, will automatically carry over all the existing data, including previous medical history form data, ensuring that no prior medical history information of a patient is lost.
4. Medical Alerts
- When a medication is removed from a patient's medical alerts, it will appear with a strikethrough allowing users to view all of the patient's previous medications added through a medical history form.
1. Operational Reports
- Large files will now automatically be downloaded to your system once processed, eliminating the need to manually visit the Scheduled Downloads page.
2. Trend Analysis
- Ability to compare metrics across multiple locations or providers, with the total value being the aggregate of the drilled-down values. A tooltip has been introduced to inform users of the ability to drill down, enabling them to navigate data more effectively.
3. Opportunity Miner
- Enhanced Referral Filters and Columns: Opportunity Miner now includes new demographic filters, including Primary Referral Source and Primary Referral Sub-Category, for refined patient searches.
- Introducing the ‘Between’ Condition for Date Range Filters: Users can now apply date ranges more effectively using the new ‘Between’ condition. This update is available for filters such as Upcoming Recall Due, Statement Sent, and Patient Payment Date.
1. Task Manager
Introducing the task manager, which is designed as a to-do list for practices to assign, track, and manage tasks related to patient care, administrative duties, and practice management. Additionally, harness the checklist to seamlessly organise subtasks, enhance efficiency, and create clarity in task management.
- Assign tasks to self or others and mark high priority when needed.
- Track the progress of tasks for the current and upcoming days.
- Flags overdue or incomplete tasks to ensure accountability.
- Quickly create new tasks using templates and task repetition.
- Get live notifications for newly assigned tasks to quickly take action.
- Use comments to follow up, track progress, and record actions.
- Use the checklist feature to efficiently organise subtasks or a list of items.
- Utilise the filters and search bar to narrow down pending and completed tasks.
Check out this tutorial for a detailed walkthrough
We would appreciate your valuable feedback on the enhanced features. Try them out and share your experience with us.
Enjoy exploring the new 10.19 updates!