February 2018 - 2nd Release

Written By Felicia Conner ()

Updated at March 16th, 2020

Clinical 

Daily Living Activities (DLA 20) Functional Assessment
A Daily Living Activities (DLA 20) Functional Assessment form has been loaded to the core forms and can be accessed in the Forms Maintenance window (accessed via Maintenance > Clinical Forms > Forms Maintenance).
Client Status
Client Status windows have been updated to the new color scheme and naming convention.
Client Master
A new option has been added to the “Preferred Contact” field on the Client Master > Defaults tab for the user to select “Text” as the preferred method of contact.
ePrompt Processing Times
Enhanced the ePrompts process to help minimize processing times when a parameter queries a large amount of data.
Guarantor Maintenance
The Guarantor Maintenance window has been enhanced to order the Service Type list on the Service Type sub tab alphanumerically.
Client Master > Guarantor
When adding a client Guarantor in the Client Master, the Service Type list will be filtered to ensure only the active service types show in the list.

Billing 

Claim Search
The Claim Search Basic and Advanced windows have been enhanced to include a “V” in the Billed column to help distinguish the claims that have been voided. Additionally, these windows have been enhanced to decrease processing times when the user searches against a wide result set.
Claim Search Advanced
A new field “Amount Due” has been added to the Claim History Data tab of the Claim Search Advanced window that will be used for future development

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