wildfly release notes - practice director release notes.pdf · practice director 5.1.6x release...

PracticeDirector5.1.6xReleaseNotes05/22/2017

PracticeDirectorSupport844-574-20201

Area AreaDetails Description 5.1.69 5/22/17

Scheduler PatientCommunicatorConfirmations

ResolvedanissuewherePatientCommunicatorconfirmationswerenotdisplayingonthescheduler.Confirmationswillnowdisplayascrv(confirmed

recallvendor)

ManageSalesOrder SpectacleOrder SalesordersinInvoicedorQuotedwillusemorestrictvalidationrules

ManageSalesOrder SpectacleOrder Resolveddispensaryframedatabeinglostonmultiplesaveevents

5.1.68 5/9/17

Main SoftwareUpdatePDU

Notethisfeatureisinbetatesting.Userswillbeabletocheckforupdatesfromanyworkstation(regardlessofwhereyourserverislocatedincludingcloud)andthendownloadandinstalltheupdate.Versions5.1.66andgreaterhavethecapabilitytoupdateviaPDU.

InthelowerrightcornerofPracticeDirector,youwillreceivethefollowingmessage“PracticeDirectorVersion“Versionx.x.x”available!GetthemostoutofPracticeDirectorwithnewfeatures,bugfixes,andcodeupdates”UsersshouldthengotoMain>SoftwareUpdateyouwillseeoneofseveraloptions

• “PracticeDirectorisuptodate!”thisindicatesyouareonthecurrentversion

• “AnewversionofPracticeDirectorisavailable!”Youwillseereleasenotesandtheoptiontodownloadandinstalltheupdate

• “Thisfeatureiscurrentlyinbetatesting.Tobeincludedinthebetatestpleasecontactsupport,otherwiseyoumayupdateyoursoftwareviatheCDU”YoucanrequesttobeonthebetalistorupdatefromyourserverviatheCDU

• “OurrecordsindicateyouareineligibleforthelatestversionofPracticeDirector(Versionx.x.x)”inplaceofreleasenotesyouwillsee“ToKeepPracticeDirectoruptodate,fixerrors,improveperformanceandresolveotherissuespleasecontactcustomersupporttoresolvethisissue”Ifyouare



seeingthismessagecallsupport

Administration AdministrationInventorySetup

ResolvedanissuewherechangesundertheManufacturerTabwouldnotsave

AOAMORESubmission SubmissionandTestSubmissionRun

Increasedtransactiontimeouttoallowlargeramountsofdatatobesent

ManageSalesOrder SpectacleUPCSearch TheUPCsearchisnolongercasesensitiveupperorlowercaseletterscanbeused

VisionWeb LensandMaterialSearch VisionWebcatalogitemsnolongersharedescriptions

VisionWeb OrderTracking VisionWebordertrackingfixforlabswithalphanumericidentifiers

EHR EHRForm

AddedachecktoverifytheProviderselectedinEHRmatchestheprovidersignaturefieldatthebottomoftheendoftheform.Therearethreeoptions

whentheprovidersdonotmatch• SavePatientInfoProvider• SavewithElectronicSignatureProvider• Saveas(2differentproviders)

5.1.67 2/28/17

Administration AdministrationAddedEditandDeletebuttonsbacktoscreensin

Administrationmenuswheretheyhadbeenremoved

Dispensary SpectacleManageSalesOrder

Resolvedanissuewherespectacleorderwouldretainpreviouspatientinformationwhencopywas

selected

EHROptions AOAManagement

TheeCQMandAOARegistrydatesarecontrolledbytheAOAandCMS.Removedtheabilityfortheusertochangethestartandenddates.PDwillupdatethedateswhentheyneedtobechanged

AOAMORE AOAMORESubmissionandTestFiles

IfaproviderdoesnotuseERX,thenanadditionalcheckisperformedwhengatheringAOAmedicationorderinformation.ForanypatientsthatareinvolvedintheeCQM/CQMresultsforanAOAsubmissionrunandnoERXmedicationorderinformationisfound,thenthepatient'sexamsarecheckedfor"currentmedications"entries.Ifanysuchentriesarefound,thenthepatient'smedicationstateisconsidered"known".Andsincenoprescription(medicationorderERX)informationisavailable,itisassertedthatthepatient'sprescriptionstateis"noknownprescriptions"aka"noknownmedicationorders".Thisallowstherequired"atleast"one-medicationorderentrytobesubmittedforthepatientandindoingthis,allowsalltheotherQRDAdatatobe



submitted.

AOAMORE AOAMORESubmission Resolvedbackgroundparsingerrors

AOAMORE AOAMORESubmission ResolvedandissuewhereduplicateentrieswithinPatientEducationcausedthetestruntofail

5.1.66 2/9/17

EHR CycloplegicView/CopyFixedlabelinCycloplegicRefractionView/CopyhistorytocorrectlydisplayCycloplegicRefraction

History

EHR ClosingtheReferralLoopResolvedaproblemwheredataintheSummaryfieldoftheoutgoingReferralReportwouldcausethe

findingsnottocountfortheCMS50

EHROptions MUandVerificationReport

Updatedthewordingforobjective8to"TheMIPSeligibleclinicianisinactiveengagementtosubmitdatatospecializedregistry.Earna5%bonusinadvancingcareinformationperformancecategoryscoreforsubmittingtoonormorepublichealthorclinicaldataregistries(AOAMORE)"

ManageSalesOrder SpectacleOrderUPCResolvedanissuewherethebarcodescannerwasnotscanningcodeintoUPCfieldbecauseofcarriage

returnsetting

ManageSalesOrder SpectacleOrder ChangedheaderfromVisionWebtoLabIntegrationtodescribeVisionWebandOptivisionintegrations

ManageSalesOrder SpectacleOrder Labintegrationframetracefile,willnowallowmorefiletypesincluding.xml

Reporting FrameandCLOrderReport

Resolvedanissuewhereframesthatneededtobeorderedwerenotdisplaying

Reporting

FrameandCLOrder,InventoryStock,and

DispensarySalesbyTypeReport

AddedtheoptiontoruneachofthesereportswithorwithoutFrameUPCinformation

Main SoftwareUpdate

Notethisfeatureisinbetatesting.Userswillbeabletocheckforupdatesfromanyworkstation

(regardlessofwhereyourserverislocatedincludingcloud)andthendownloadandinstalltheupdate.UserswillgotoMain>SoftwareUpdateyouwillsee“PracticeDirectorisuptodate!”or“Anewversion

ofPracticeDirectorisavailable!”or“withthismessageyoucanthendownloadandinstall

5.1.65 1/23/17

EHRReport ClosingStatementAddedanadditionallistsothatOtherNotesand

ClosingStatementwillnolongersharealist.Theselistscanbemaintainedindividually

EHR FinalRXandFinalRXCL ResolvedsothefinalrxdateswillupdatetoDOS



ratherthanthedateitwascreated.UsermustupdateDOSaccordingly

EHR MedicationsandAllergiesButton

WhenNoKnownMedicationsorAllergiesisindicatedinDrFirsttheinformationwillnowsynctotheMedicationsand/orAllergiesbuttonintheEHR

header

EHR Pupils

UpdatedtheAPDcommentsforbetterclarificationofpreviousfindings:

NegativeAPDonpreviousEHR=NegativeAPDPositiveAPDonpreviousEHR=PositiveAPDNofindingentered=nodescriptionincomments

EHROptions MUandVerificationReport

Addedthe2017ACITransitionReportandVerificationReport.Usethisreporttoverifyyouare

ontracktomeetthisComponentofMIPS

ManageSalesOrder Spectacle ResolvedanissuewhereFrameonlyordersdidnotremovedqtyfromInventory

ManageSalesOrder Spectacle

AddedFrameHandlingtoframeareatospecifydetailsaboutframe.ThiswillbeusedwithJobType

tospecifyhandlingandlabinstructions• JobType:FrameToCome,FrameHandling:

StockExpectations:Shouldinvoiceandshouldtakeoutofinventory

• JobType:FrameToCome,FrameHandling:OrderExpectations:ShouldinvoicebutshouldNOTtakeoutofinventory

• JobType:FrameToCome,FrameHandling:PatientOwnExpectations:ShouldNEITHERinvoiceNORtakeoutofinventory

• JobType:LabSupplied,FrameHandling:OrderExpectations:ShouldinvoicebutshouldNOTtakeoutofinventory

• JobType:LabSupplied,FrameHandling:PatientOwnExpectations:SystemshouldwarnuserofimpropermatchofJobTypeandFrameHandling

• JobType:LabSupplied,FrameHandling:StockExpectations:SystemshouldwarnuserofimpropermatchofJobTypeandFrameHandling

• JobType:LensOnly,FrameHandling:OrderExpectations:ShouldinvoicebutshouldNOTtakeoutofinventory

• JobType:LensOnly,FrameHandling:StockExpectations:Shouldinvoiceandtakeoutofinventory

• JobType:LensOnly,FrameHandling:PatientOwnExpectations:ShouldNEITHERinvoice



NORtakeoutofinventory• JobType:FrameOnly,FrameHandling:

OrderExpectations:ShouldinvoicebutNOTtakeoutof

• JobType:FrameOnly,FrameHandling:PatientOwnExpectations:SystemshouldwarnuserofimpropermatchofJobTypeandFrameHandling

• JobType:FrameOnly,FrameHandling:StockExpectations:Shouldinvoiceandtakeoutofinventory

• JobType:Uncut,FrameHandling:OrderExpectations:ShouldinvoicebutNOTtakeoutofinventory

• JobType:Uncut,FrameHandling:StockExpectations:Shouldinvoiceandshouldtakeoutofinventory

• JobType:Uncut,FrameHandling:PatientOwnExpectations:ShouldNEITHERinvoiceNORtakeoutofinventory

• JobType:Safety,FrameHandling:OrderExpectations:ShouldinvoicebutNOTtakeoutof

• JobType:Safety,FrameHandling:PatientOwnExpectations:ShouldNEITHERinvoiceNORtakeoutofinventory

• JobType:Safety,FrameHandling:StockExpectations:Shouldinvoiceandtakeoutofinventory

ManageSalesOrder Spectacle FramesearchwillnowreturnexactmatchforUPCorProductCodeofframeentered

ManageSalesOrder Spectacle AddedUPCCodefieldtodisplayUPCofselectedframe

5.1.64 12/19/16

DrFirsteRX DrFirsteRX ResolvedanissuewherePDwasmakingtoomanycallstoDrFirst

5.1.63 12/12/16

AOAMoreIntegration

AOAMoreRegistry(ThisisanoptionalServicethatisincludedatnochargeforAOAmembers.FornonAOAmembersitsisan$1800annualfeepaidtoAOA.TheAOAMoreRegistrywillallowyoutoreportPQRS,canbeusedtomeetthespecializedregistryrequirementundertheMUprogram,canhelpdoctorsmeettheCPIArequirements



underMIPS,andcanhelpdoctorsmaximizereimbursementsunderMIPS.FormoreinformationandregistrationgototheAOAMorewebsite:

http://www.aoa.org/more?sso=y

EHROptions AOARegistry AddedNQF0055DiabetesEyeExam.Seetrainingvideo28.2

EHROptions AOARegistry AddedNQF0059HemoglobinA1CPoorControl.Seetrainingvideo28.3

EHROptions AOARegistry AddedAOAManagementScreen,Submission,andTestRunReports.Seetrainingvideo28.1

EHR Header

NoKnownMedicationsandNoKnownAllergieswillnowpopulatefromDrFirst.WhenNoknown

Allergiesand/orMedicationsisenteredinDrFirstitwillflowdowntoPracticeDirectorandcheckthe

appropriateboxintheheader.

EHR ERXReducedthenumberandfrequencyofcallsto

rxnormservicetoresolvesomeperformanceissueswhileusingDrFirsteRX

Reporting InvoiceBothallocationsforpaymentandwrite-offwilldisplaywithnewdateofpaymentontheinvoice

report 5.1.62 11/30/16

EHR Pupils

AddedfindingsforODandOSAPD.PreviousfindingswilldisplayintheCommentssectionasNegativeAPDonpreviousEHR=NoAPDIndicatedPositiveAPDonpreviousEHR=APDIndicatedNofindingentered=nodescriptionincomments

EHRReport/Letter Pupils TheEHRReportandLetterwillnowreflectODandOSAPDandthewordsPOSorNeg

EHR EHROptionsResolvedissuewheretransitionofcareincorrectlyshowedICD-10codesasbeingpartoftheICD-9

codingsystem

Dispensary PrintedSpectacleOrder ResolvedanissuewhereallordersweredisplayingUncutintheSpecialInstructions

Dispensary VisionWeb Resolvedanissuewherethestatus“Other”or“Canceled”fromVWcouldcauseanerrormessage

5.1.61 11/17/16

EHR SubjectiveRefractionComments

Resolvedanissueswheretypinginsubjectivecommentswasveryslow,showingonlyoneletterat

atime

Dispensary VisionWeb Addedaclosedbuttontothelowerrightcornertoclosethescreen



5.1.60 10/18/16

Dispensary SpectacleOrderVisionWebIntegration

VisionWebIntegrationwillallowyoutoplaceandtrackorderswithoutleavingPracticeDirector.Non-VSPorderscanbesentdirectlytothelab,reducingtheneedforduplicateentry.Thisisafreeservice

thatcanbeactivatedbysigningupathttps://ww.visionweb.com/account/registration/regi

stration.jsporbycalling800-874-6601.Forquestionsonlabavailabilitypleasecontact

VisionWeb.IfyoualreadyuseVisionWebnofurthersignupactionneedstobetaken

Dispensary SpectacleOrder Changedthelayoutoftheframearea

Dispensary SpectacleOrderSearchaddedtheabilitytosearchbyUPC,ProductCode,Manufacturer,Collection,Category,and

Model

Dispensary SpectacleOrder MovedFrameHandlingtoLensandOrderType&todropdown

Dispensary SpectacleOrderAddedaVisionWebareaformappinglenses,attachingtracefiles,andaddingadditional

parameters.TrainingVideo27.2

Dispensary VisionWeb AddedascreentosendandtrackVisionWeborders.TrainingVideo27.3

Administration GeneralAdministration>Users

AddedabilitytosetuplinkyourVisionWebaccounttoPDandalsoassociateuserswithVisionWeb

access.TrainingVideo27.1 5.1.47 10/31/16

Coding DXCodes

Addedsearchsettingfor“EnableInactiveCodeSearching”IfDOS<10/1,AnyICD10codecanbe

usedinInvoice,Claims,orEHR.IfDOS>=10/1OnlyvalidICD-10codesareallowed(noinactivecodesor

categories) 5.1.46 10/14/16

DataExtraction DataExtraction DataExtractionwillnowsearchOfficeandProcedureCodes

PatientLookup PatientLookupDialog Resolvedissuesousercanusekeyboard,arrows,andentertoselectpatient

Coding DXCodes H40.11X0-H40.11X4haveallbeenmarkedasinactiveandwillnotdisplayinlookups

Coding ProcedureCodesResolvedissuewhereProcedurecodewouldsave

withspaceorcommainfront.ProcedureCodeswillonlyacceptvalidProcedureandOfficeCodes

Interventions Interventions Performanceimprovementstointerventions

TOC TOC Addedsupportforlookingupprovider’sdirectemailfromanylocation



5.1.45 9/14/16

Main UpdateDiagnosisCodes

EachyearwhenICD-10codeupdatesarereleasedtheuserwillbeabletoinitiatetheupdatewhentheyareready.Thisyear’supdatewillbeavailableonOct

1,2016.FormoreinformationgotoourClientDocumentationsiteandscrolldowntoVersion5.1DocumentationselectthedocumentnamedICD-10

UpdateInformation

General/PatientPortal General/PatientPortal MadeimprovementstoPatientPortalCommunicationwithPracticeDirector

5.1.44 8/30/16

EHR Coding Resolvedanissuewherethedescriptiondidnotalwaysdisplayaftertabbing

5.1.43 8/15/16

EHR Coding Using“Add”toaddaprocedurecodeincoding/finalwillnowdisplaytheprocedurecodedescription

EHR ContactLensFinal Resolvedanissuewhereclicking“ClearForm”inCLContactfinalrxwouldcauseanexceptionerror

EHR FavoritesInsomecasesProviderfavoriteswereremovedwhenupdatingfromversion5.1.xto5.1.42.

Reworkedupdateprocesstonotremovefavorites

PatientPortal PatientPortal ImproveportalsupportforproviderswithexistingDirectemailaddresses”

5.1.42 7/5/16

EHR EHRProcedureCodes

CodingbySectionandCodingFinalAddProcedureboxes,whenyouclickonmagnifyingglassthe

ProcedureCodesearchdialogwillopenallowingyoutoselectfavoritesortomultiselect.Video12.62

EHR EHRProcedureCodes ResolvedanissuewherewhenmarkingaProcedureasfavoriteitdidnotsave

EHR ProcedureCodeSearchSettings

AddedOfficeCodeandOfficeCodeDescriptionsearchtocategoriesVideo12.62

EHR EHRProcedureCodes ResolvedanissuewheretheusercouldnottypeorscrollintheCodingFinaldropdown

Scheduler NavigationButtonsResolvedanissuewhereselectingadateinthe

futureandthenselectingdayaheadorbackdidnotgotothecorrectdate

EHR EHRDeleteExams

Resolvedanissuewhereinvoicedexamscouldnotbedeletediftheinvoicehadbeenedited.Oncetheinvoiceiseditedtheexamwillchangestatusand

allowdeletion

DirectMessages TOC Resolvedanissuewhererecordsweredisplayingpendingratherthandelivered

Installation Installation Improvedinstallationfor32bitservers



5.1.41 6/20/16

ServerCommunication ClaimsManagement Increasedtheclaimbatchingtimeoutfrom5minto40min

ClaimsManagement CMS1500View Userwillnolongerreceiveanerrorwhenselectingthe“Back”buttonfromCMS1500view

EHR ROS NotesenteredforeachROSsectionwillstayinview.

EHR CodingbySectionReference

Thereferencecirclenexttoprocedurecodesenteredwillnowdisplaytheenterednumberof

procedurespersectionEHR ProcedureCodeEntry ProcedureCodesearchisnolongercasesensitive

EHR ProcedureCodeEntry AddedsearchHCPCSCodestoCategorySearch.ThesearchboxnowsupportsGSVCJLQ(####)

InsurancePayment InsurancePaymentSaveIfuserselectssavequicklymultipletimesin

insurancepaymentthepaymentwillnolongerduplicate

ManageSalesOrder PatientSearchPatientSearchfield,resultswillnowdisplayforaspecificpatientsearched.Searchresultsforone

letterwillbelimitedtofirstorlastname

Scheduler SchedulerNavigationButtons

Improvementsinschedulernavigationperformance

5.1.40_beta2 5/26/16

Dispensary ManageSalesOrder Resolvedanissuewhereinfinitescrollingwasnotworkingproperly

EHR PharmaRX UsercannowcreateaPharmaRXentrywithoutanerror

ClaimsManagement ByPatientSearch TheRejectandDeletebuttonscannowbeselectedwhensearchingbypatient

5.1.40_beta1 5/19/16

EHR EHRSectionPin ResolvedanissuewherethePinsettingdidnotretaintheprovideroftheEHR

AdministrationGeneral

Administration>BackupSchedule

ResolvedanissuewheretheuserwouldreceiveanerrorwhenlaunchingBackupSchedule

5.1.40_beta 5/18/16

ClaimsManagement SavePrintImage WhenanaddresswiththeBahamasisenteredazipcodewillnotberequiredtobatchtheclaim

ClaimsManagement ClaimsManagement

AddedInfinitescrolling,whichisatechniquethatallowsuserstoscrollthroughalargeamountofdatawithoutloadingitallaheadoftime.Thistechniquesimplykeepsrefreshingtabledataasyouscroll

down.

EHR EHR AddedacodingsectiontoeachareaoftheEHRtoallowDiagnosisandProcedureEntryasyouwork



throughtheEHR

Informationpopulatedineachareathenflowsto

headerandtoCodingFinalfororganization

EHR SavedEHR

Addedtheabilityfortheusertochangethetemplatetypeafteranexamhasbeensaved.Thenewtemplatemustcontainallofthesamefieldsas

theonethathaddataentered

Products/Inventory FrameLabels ResolvedanissuewherebarcodedidnotprintproperlyonMacandLinuxOS

Reporting EHRReportResolvedanissuewhereEHRreportdisplayed

“Sister”when“Brother”wasenteredasrelationinPatientHealthHistorysection

Scheduler SchedulerResolvedanissuewheresomeuserswouldreceiveanerrorwhenusingdayviewandthenusingright

clicktoviewpatient

Dispensary ManageSalesOrderReworkedlayoutofManagesalesorderscreen.

Search,copy,edit,print,haveallbeenmovedtothetopofthescreen

Dispensary ManagerSalesOrder

AddedInfinitescrolling,whichisatechniquethatallowsuserstoscrollthroughalargeamountofdatawithoutloadingitallaheadoftime.Thistechniquesimplykeepsrefreshingtabledataasyouscroll

down.

General AllPatientLookups

Infinitescrollingwhichisatechniquethatallowsuserstoscrollthroughalargeamountofdata

withoutloadingitallaheadoftime.Thistechniquesimplykeepsrefreshingatabledataasyouscroll

down.

Integration Integration

IntegrationwithTotalMerchantServices(acreditcardprocessingcompany).UserwillbeabletoprocessEMVCompliantcreditcardtransactionsthroughacreditcardterminal.Paymentscanbe

swiped,usechiptechnology,orNFC(i.e.ApplePay,GoogleWallet).Thepaymentamount,cardtype,andauthorizationnumberwillfeedbackintoPractice

Director.WearecurrentlyinBetatestingwithafewoffices.AnticipatedgeneralreleaseforPCUsersisJuly.Macintegrationwillcomelaterthisyear.

5.1.25 4/26/16

Scheduler Scheduler Resolvedanissuewheretheschedulewouldnot



displayinsomeinstances

Scheduler AppointmentLengthResolvedanissuewheretheschedulerhadtobe

refreshedtodisplaythefulllengthofanappointment

5.1.24 4/14/16

PatientDemographics EmployerTab

ResolvedanissuewhereuserhadtoselectUSAfortheemployer.OnceUSAisindicatedin

Administration>Employersitwillcarryforwardtodemographics

PatientEducation PatientEducationInfoButton

Resolvedanissuewherewhenselecting“Info”buttonthedialogwouldopenwithemptycontent.

Educationisnowdisplayed

EHRForm EHRFormImprovedscrollingwhencursorisoveracombobox(dropdownfieldornotes).UsersonaMacusing

onetabforEHRmaystillseescrollingissues

EHRForm DetailsTab SpectacleOrderDetailswillnowcorrectlydisplayODandOSlensinformation

Reporting EHRLetterandReferral UpdatedDateofSignaturetouseDateofServiceratherthanDateofEntry

PatientPortalImport PatientPortalImportResolvedanissuewhereclientsinsometimezoneshadpatientsimportwiththebirthdateoffbyone

day

ManageSalesOrder SpectacleOrder

Resolvedanissuewhereviewingorderandthenstartingneworderwouldcopydatatothenew

order.Allorderwillnowopenwithblankscreensunlessselectingcopy

5.1.23 3/23/16

CQM CQM ResolvedanissuewhereCQM’swouldnotrunbecausepatientbirthdatewasblank

General City/Country/ZipAddedBahamastocountrylist,andIslandCodestoStatelist.WhenBahamasisselectedZipcodewill

notberequired

EHROptions 2016ModifiedStage2ReportandVerification

Added2016ModifiedStage2ReportandVerificationReport

5.1.22 2/2/16

Scheduler ConfirmAppointment Resolvedanissuewheretheusercouldnotconfirmcertainappointments

Reporting Statements

AddedaTrizettoStatementthisstatementwillnotshowareportitisusedforuploadinga.csvfiletoTrizettoforthemtosendstatementsforyou.This

featureisnotfullyfunctionalyet.

Reporting Statements PatientIDnumberhasbeenaddedtothedetailofeachpatientlistedonstatement

Reporting Statements Theguarantornameintheremitsectionhasbeen



replacedwiththeguarantorIDnumber

Reporting Statements Thedatethereportwasranhasbeenaddedtothebottomofthestatement

Reporting Statements TheguarantorDOBhasbeenremovedfromstatements

Reporting Statements Userwillreceivemessageifnodetailisavailableforsearchedcriteria

PatientDemographics DocumentsTabResolvedanissuewheretheuserwasunabletoedit

thesummaryordescriptionfieldsofasaveddocument

Main Preferences Resolvedanissuewhereuserwouldreceiveanerroriftheytriedtovieworchangepreferences

PatientPortal PatientPortalCCDASendingpatient’sCCDAtothepatientportalafter

examsave,schedulerchange,patientdemosave,etcisperformedasynchronouslyinthebackground

PatientPortal PatientPortalCCDAPatientportalauto-syncimprovedtoindividuallyprocessapatient’sCCDAratherthanprocessing

theminabatch

General GeneralAlltimersusedserver-sidearenolongerpersistentsothatiftheyencounterproblemswhenrunning,theyarenolongerautomaticallyre-attempted

Backups Backups Backupsarepreventedfromrunningatthesametime

EHRGeneral EHRGeneral

EHRmessagingbetweenPDclientshasbeenimprovedtobemoreefficient,usinglessserver

resourcesandnotsendingredundantmessages-thiswouldcauseusertonotice“EHRfreezingproblem”

EHROptions MUReport MUreportdetectsportaldisabledsoreportcanberanwhenportalcommunicationsareproblematic

EHROptions CQMVerificationReportCQMprocessingrunsasynchronously,allowingausertoreceiveprocessingstatusandtheabilityto

cancelthejob 5.1.21 1/22/16

Scheduler ConfirmAppointmentResolvedanissuewhereonceanappointmentwasmarkedasleftmessageorconfirmeditcouldnotbe

changed

MeaningfulUseReport Stage2ModifiedChangedwordingforadditionalclarificationon2.1,3.1,and4.1alternatemeasuresfor2015Stage1

attesters

Patient/ProviderPortal MUCounts Increasedthetimeoutparametersfrom2to15minutes

Patient/ProviderPortal Toolbar CleaneduptoolbarviewwhenusingFirefoxbrowser

EHR EHRView/CopyHistory Allview/copyhistorytableswillnowdisplayDOSinsteadofexamcreateddate

EHROptions CQMReport Resolvedanissuewheretheuserwouldreceivea



NullvalueerrorwhenrunningtheCQMReport

EHRCQM CQMVerificationReport

Increasedthetransactiontimeoutrangeandminimizedthenumberofqueriesperformedsothatthereportwillnolongererrorwhenrunningforfull

year

EHRTransitionofCare TOCLookup TheTOClookupwillnowdisplayamessageifnoprovidersareregistered

EHR EHRDrFirst ResolvedaproblemwherediagnosiscodeswithanXwerenotalwayssyncingtoDrFirst

EHR EHRFinalContactLens FixedtheView/CopyhistoryvaluesforRotationsothatOSandODvaluesdisplaycorrectly

EHR Axis UserwillnolongerreceivewarningforAxismustbe3characterswhencopyingfromhistory

EHR CreateNewTemplates ResolvedanerrorthatuserwouldreceivewhencreatingNewTemplatefrompre-definedtemplates

EHRMUReport MUReportTimelyAccess Resolvedanissuewhereportalaccountscreatedafter4businessdayswerebeingcountedforMU.

EHRMUReport MUandMUVerificationReport

AddedtheModifiedStage2ReporttoPracticeDirector

EHRandInvoiceDXCoding DXCoding

ImprovedGEMsearchingalgorithm.Diagnosisdescriptionsearcheswillonlybetriggeredifatleast2charactersaretyped(previouslytriggeredforanynumberorcharacters).Thisistoavoidsearchingthe

descriptionsifdigitsonlyaretyped

Reporting InvoiceReportDiagnosis

ResolvedissuewherefullICD-10descriptionsdidnotdisplayonInvoiceReport.Toaccommodatethischange,thediagnosiscodeanddescriptionarein

fixedwidthfontCourier

Reporting InvoiceReport PaymentAllocationsarenowbeingsortedinorderofdate

Reporting StatementsResolvedanissuewherestatementswereshowingpreviouslyreturnedcredits,refundedcredits,andvoids,makingthestatementbalanceincorrect

Reporting AddressLabels AddressLabelswillnolongerprintinactivepatients.Labelswillprintinalphabeticalorder

Reporting UninvoicedExamsReport ChangedthereporttolookatDateofServiceratherthancreationdate

Reporting EHRLetter WhenEHRLetterisrunfromEHRitwillnowdefaulttothecurrentexam

PatientCommunicator SchedulerConfirmations

ForthoseusingPatientCommunicatoryouwillnowseeappointmentthatwereconfirmedthrough

PatientCommunicatorwiththeindicator(pc)behindtheappointment.

PatientCommunicator PatientCommunicatorArrivingapatientontheschedulerwillnolongerremovetheconfirmationindicationinPatient

CommunicatorImages Images Committedafixtoallowthumbnailstobecreated



.tiffilesandothercommonformatsiftheyaremissingforsomereason

Portal Portal Provideranduserswillnowreceivedescriptiveconfirmationwhenregisteringontheportal

5.1.20 12/7/15

ApplicationServer ApplicationSever UpgradedapplicationtoWildfly

AdministrationGeneral

Administration/BackupSchedule

Addedatabforofficetoscheduletheexactdaysandtimesthatbackupsrun(defaultisMon-Sunat12:00

and6:00pm)Workswithbothlocalandcloudbackups

5.1.9 10/27/15

EHR E-PrescribeResolvedanIssuewhereICD-10diagnosiscodesassociatedwithaprescriptionwerecausingthe

medicationnottosync

EHR ChiefComplaintResolvedanissuewhereChiefComplaintwouldre-arrangethecommentswhenchangingtheexam

template

EHR AcquireFieldsAxis

Resolvedanissuewhereselectingacquirewouldbringover3digitaxis(correctly)andthentheuserwouldreceiveerrorindicatingtoomanycharacters

wereadded(eventhoughtherewerenot)

EHR CLPrescriptionModelFields

ResolvedanissuewhereexamsthatweresavedwithLensModelthathavebeendeleted,onceloadedintotheexamitdidn’tclearoutcorrectlyifitwas

theonlyitemintheexamEHR/Invoice DiagnosisCode EnhancedGEMsearchresultsEHR/Invoice DiagnosisCode Usermaynowselecttoview50,75,or100EHR/Invoice DiagnosisCode Favoriteswillnowdisplayatthetopofthelist

EHR TemplateEditor

Removedlockedtemplatemessagesandaddedalockandunlockicontotemplateeditortoindicate

whenatemplatecanbeedited.

EHR EHR EHRtemplateswillnowdisplaycorrectinformationwhenswitchingtemplates

EHR EHR EHRscreenwillnowopenafterviewingtheClinicalDecisionSupportScreen

EHR Details CorrectedtheDetailsviewtoshowthecorrectBCandDiameterforOSandOD

PatientPortal PortalRegistration TheformwillautomaticallyfillinUSAwhennocountryisspecified

Reporting Invoice Correctedanissueswhereaneditedpaymentwasnotreflectingcorrectdateontheinvoicereport

Reporting StatementsNext NextappointmentdateonStatementwillnowlist



Appointment chronologicallybydateandthenlastnamefirstname

Scheduler DoubleBookedPatientView

RemovedthereactivatecheckboxwhenselectingViewPatient,whentwopatientswereintimeslot

5.1.8 10/6/15

EHR ROSDetailvsTableView LoadNormalResolvedproblemwhereTableViewwasnotenableduntilselectingasection

EHRInvoice ICD-10Coding W,X,andYcodesarenowsearchableviatheExamDiagnosissearcher

EHR ViewCopyHistoryLens CorrectedcommentdisplayforAphakic,IOL,PosteriorCapsule,andComments

EHR EHRTemplates

Userscaneitherdraganddropasubsectiontothebottomofalistwithinasectionortheycandraganddropasubsectiontothesectiontitleanditwillput

thesubsectionathebottomofthelist

EHR EHRTemplateUsersUsersthathavebeendeactivatedinGeneral

Administration>UsertabnolongerdisplayinthetemplatedropdownswithintheEHR

EHR EHRReportandLetterTheEHRReportandLetterwillnowdisplayNormalIndicatedwithoutValueforEHRreportswithadate

ofservicepriorto5.1update

EHR EHRReportTheEHRReportwillnowalwaysdisplaythe

SubjectiveRefractionLabelwhenincludedonthereport

PatientDemographics DocumentsandImages Resolvedanerrorthatsomeusersencounteredwhenopeningdocumentsandimages

PatientPortalUserManagement

ActiveUsersandDeleteHistoryTab

Addedtheabilityforaportaluser/patientrelationshiptobedeletedthisactionwillrequireUNandPWandtheactionwillberecordedinDeleteHistory.PracticeDirectorSupportwillnolonger

performthisactionforyou.

ClaimsManagement ICDIndicator ResolvedtheissueofICD-10claimspointerchangingto9uponedit

5.1.7 9/16/15

EHR ObjectiveRefraction Objectivedatawillnotlongerbehiddenfromuseruponsave.

EHR EHRViewCopyHistory Resolvedproblemwhereview/copyhistorydidnotdisplayNormalIndicatedWithoutValue

EHR ExamHistory ResolvedwarningthatuserwouldreceivewhenselectingExamHistory

EHR TemplatePreferencesPreferencewillnowworkforAlwaysShowEditor

andAlwaysExpand

ImagesandDocuments ImagesandDocuments Thesystemwillregenerateanewthumbnailandallowusertoopenwhenathumbnailhadbeen



deletedbyanuser

Reporting EHRReportandLetter IfKeratometryMiresisleftblankfieldwillbeblankratherthanshownull

Reporting EHRReportandLetter ManagementOptionswillnowdisplayontheEHRReport

5.1.6 9/3/15

Administration CodeAdministration ICD-9Codes,correctedtheformatofE-Codes

EHR Vitals AddedadatecolumntoView/CopyHistoryinformation

EHR EHRForm ResolvedascrollingissueinEHRwherescrollingwasnotcontinuous

EHR EHRLists EHRlistsmodifiedinAdminwillupdatewithoutrestart

EHR EHRDeleteExam ResolvedanerrorthatuserwouldreceiveaboutanotheruserinEHRwhendeletinganexam

EHR ManagementOptions Usercannowhoverovercommentstoseeatooltipwithentirecomments

EHR TemplateNaming SystemwillnolongerallowtwotemplateswiththesamenamecreatedthroughEditingPreferences

EHR NormalIndicatedValue UsersmaynowsaveanexaminDraftstatuswiththevalue“NormalIndicated”

InsurancePayment InsurancePaymentNavigation

ResolvedanissuewheretheNewandViewbuttonsweregreyedoutuponselectionofInsurance

Payment

Reporting StatementsResolvedanissuewheretheuserwouldreceiveanerrorrunningstatementsifapatientorguarantor

wasmissinginformation

Reporting StatementsResolvedanissuewhereuserwouldreceiveanerror

whenrunningstatementsifthesaveddefaultis“SelectedPatient”

Reporting InvoicesandStatementsPatientsimportedfromPortalwillnolongerhaveanextraspacebetweenaddressandcityonInvoices

andStatements 5.1.5 8/20/15

Scheduler ViewPatientResolvedissuewhereuserwouldgetanerrormessagewhenrightclickingandselectingView

Patient

Invoice InvoiceEHRResolvedanissuewhereuserwouldremoveDXcodeconnectedtoaManagementOptioninEHRandthenreceiveerrorthatwouldnotallowyoutoinvoice

ClaimsManagementCMS1500View,Save

PrintImage,ViewClaim,andPrint

PerNUCCManualchangedICD-10indicatoronpaperclaimsandprintimagefrom10to0

5.1.4 8/17/15



GeneralPatientDemographics,Payments,Invoice,

Claims

ResolvedanissuewhereofficewouldexperiencethePD“lockingup”andrequireforcequit

Reporting AddressLabels ResolvedthirdcolumnalignmentonAvery5160labels.Informationwillnowprintonlabel

EHR EHRTemplateResolvedfalsewarningerroraboutremovingPupils

sectionsinsometemplateswhereitdidnotoriginallycontainpupilsarea

5.1.3 8/10/15

PatientPortal PatientPortalPatientDemographics

UserwillnolongerreceivePatientPortalconnectionerrorwhenupdatingPatientDemographics

5.1.2 8/5/15

EHR EHR>EHRReport

UsershouldnowbeabletoviewExamandprintEHRReportwithoutreceiving“unsavedchanges”error.Ifthemessageisreceivedre-savetheexamandyouwillnotreceivetheerroragainforthatpatient

EHR FinalCLPrescription AddedNearAcuityfield

EHR DocumentsandImages

Thethumbnailimagewillnowdisplayforimagessavedas.JPGratherthan.jpg.Ifyouhavefilessavedas.JPGthatarestilldisplayingasailboatafterthe

updatecallsupportandtheycanassistwithconverting

EHR EHR ThroughouttheEHRthe=buttonhasbeenchangedarrowstocopyrighttoleftorlefttoright

EHR EHRSaveandDiagnosisbutton

AddedICDtoSNOMEDMappingatSaveofCompletedExamorthroughDiagnosisbutton

EHR Load/SaveNormal CorrectedIssuewhereSaveNormalvaluessavedtheCurrentMedicationslist

EHR Templates RemovedManualSaveOption

EHR Templates Resolvederrorthatwasoccasionallygivenwhenadding,removing,andthenaddingsections

EHR Templates ResolvedanissuewheretheEHRTemplatedidnotrefreshtoshowselectedtemplate

PatientPayments PaymentsSavewillonlyrespondtofirstclickaction,formerlymultiplequickclickswouldcausepaymenttobe

duplicated

PatientDemographics PatientDemographicsInsuranceTab

Copyinginsurancefromonepatienttoanotherwascuttingthenotesfromoriginalpatientandmoving

tocopiedpatient.Thiswillnolongeroccur,insuranceandnotescopiedwillcopyandalsosavein

originalrecord

PatientDemographics PatientDemographics

AddedPatientPortalfieldtodisplayusernameifpatienthasregisteredandbeenimportedintoPD.Ifpatienthasnotregisteredandbeenimportedthe

fieldwilldisplay“NotRegistered”



PatientDemographicsPatient

Demographics/SecondaryClaims

Patient>Insurance>Add/EditInsurancenowincludesanInsuranceTypeCodefieldtoindicateSecondaryInsuranceCode

PatientPortalUserAdmin

PatientPortalUserAdmin

Addedwarningthatpatientisalreadylinkedandtheabilitytoun-linkpatientportalaccountwithpatient

andlinktoanotheraccountPatientPortalUser

AdminPatientPortalUser

AdminLinkingPatientfromPortaltoPDwillwarnyouifthe

patientnamesdonotmatch

Reporting PatientDemographics PatientDemographicreportwillnowonlyincludeactivepatients.

Reporting PrescriptionCorrectedthewayVisualAcuityprintsouton

prescriptionwillnowshowvalue/valueorblankifnovaluesentered

Reporting Prescription,EHR,andEHRLetter

TheprovidernameonthePrescriptionReportwillnowdisplayasitisenteredin

Administration>ProviderManagement

Reporting EHRReportandLetter CodingindicatorwillnowdisplaythecorrectcodesetICD-9orICD-10

Reporting EHRReport CorrectedthespellingofThyroidDysfunctionontheEHRreportunderROS

Reporting EHRReport Reportwillnowdisplaythecodinginformationonceratherthantwiceonthereport

Invoice InvoiceCharges

Codingflow:NewInvoicecreated=BringDXcodesoflatestexam

dateNewInvoicechargesfromdispensaryselected

(withoutpreviousdispensaryorder)=BringDXcodesoflatestexamdate

NewInvoicechargesfromdispensaryselected(withpreviousdispensaryorder)=BringDXcodesfrom

previousinvoicedispensaryorderNewInvoicecreatedwithexamandwithorwithout

dispensaryorder=BringDXcodesfromexamInvoice PatientInformationTab AddedfieldforCLIAnumber

Invoice PatientInformationTab AddedfieldsforOtherClaimsIDandQualifierbox11bonCMS

Invoice PatientInformationTabUpdatedMedicaidResubmissionCodesperNUCC

manual“7ReplacementofPriorClaim”“8Void/CancelPriorClaim”box22onCMSform

Invoice PatientInformationTab AddedQualifierfieldforDateofOccurrenceBox14ontheCMSform

Invoice PatientInformationTab AddedQualifierfieldforOtherDateBox15ontheCMSform

ClaimsManagement PrintImage Characterswillnolongertruncatewhenprinted

Administration/GeneralAdmin

InsuranceCompany/ClaimForm

Instructions

AddedafieldforBox17tospecifyRenderingproviderortoleaveblank



Administration/GeneralAdmin

InsuranceCompany/ClaimForm

Instructions

AddedafieldtospecifyOrderingProviderandBillingEntitybyInsurancecompany

PrescriptionandManageSalesOrder

PrescriptionandManageSalesOrder

=Buttonhasbeenchangedarrowstocopyrighttoleftorlefttoright

5.1.1 6/8/15

Administration CodeAdministration EducationLabResultscorrectedcursorplacementsoitstartsatbeginningoffield

Administration ClinicalDecisionSupport Correctedre-sizeofwindowsowordingisnotcutoff

ClaimsManagement PrintImagewhenusing12codes

CorrectedalignmentofdiagnosiscodesonPrintImagewhenusing12codes

EHR CopyFinalButton CopyFinalCLbuttoninHabitualCLaddedacolumntodisplayifthelensisatrialorfinallens

EHR DiscAssessmentResolvedissuewherewhenthescreensizewas

changedtheNerveColordropdownarrowwouldbecutoff

EHR Templates

Whenopeningapreviousexamthetemplatewillopenwithoriginaltemplateifonewasspecified,if

previousexamdidnothaveatemplateitwillopeninGeneralPurposeTemplate

EHR EHRPatient ResolvedandissuewherethepatientdidnotfollowfromScheduler>ViewPatient>EHR

Invoice InvoiceDiagnosisField SystemwillrequirethatdiagnosisfieldAcannotbeleftblankifBisfilledin

Invoice Invoice Correctederrorininvoicethatuserwouldreceivewhendeletingalinefromthedispensary

PatientDemographics AlertsUserwillnolongerreceiveStalePatienterrorwhen

doingthefollowingactionsPatientDemographics>Edit>AddAlert>Ok

Portal ZipCodes ZipCodesfortheCaymanIslandshavebeenpushedtotheportal

EHR EHRReport WhenEmphysemaisenteredinEHR,itwillnowdisplaycorrectlyonreport

Statements StatementDialog MemodialogwillnowdisplaycorrectheadersPatientPortal UserManagement Usercannowfilterlistsbasedonfirstandlastname

5.1.0 5/26/15

Reporting Statements Addedoutstandingbalancedatesearch,basedoffinvoicedateofservice

Reporting Statements Added30,60,90daysearchbuttons


AddedDonotinclude“InCollections”filter.Ifcollectionsboxischeckedindemographicsandthisfilterisselectedthenstatementswillnotrunfor

thesepatients

Reporting Statements Addedtheoptiontoremovecreditcardtypefromstatements(ieAmericanExpress)



Reporting Statements Addedtheoptiontocompletelyremovecreditcardinformationfromstatements

Reporting Statements Addedtheoptiontoaddofficelogotostatementsandpositionittotheleftorrightofofficename


AddedtheoptiontospecifytheofficeaddressorthePaytoaddressasthereturnaddressforstatements.Alsoaddedtheoptiontoselectwhatinformation

displays(phone,fax,andemailaddress)

Reporting Statements StatementsaddedtheoptiontodisplayThankYoufromDoctor,Office,ortoleavethisoff

Reporting Statements AddedtheoptiontospecifyTaxID,NPI,andUpcomingappointments


AddedSetDefaultbutton,tosetstatementpreferencesbyofficelocation.Firstselectofficenamefromdropdownandthenselectfieldsand

thenselectSetDefault

Reporting Statements Addedafeaturetorunstatementsinthebackground

DXCodes EHR,Invoice,Claims Addedfieldstoaccommodateupto24diagnosiscodesintheEHRand12ontheinvoiceandclaims

DXCodes EHR,Invoice,ClaimsDXcodescanbespecifiedwithProcedurecodesusingalphaornumericpointers(1,2,3ora,b,3).

Claimswilldisplayalphapointers

DXCodes EHR,Invoice,Claims SuccessfullypassedICD-10testingwithTrizettoclearinghouse.

DXCodes EHR,Invoice,ClaimsAddedgeneralequivalencymapping.WhentypinginICD-9or10itwilldisplayoptionsforthecodein

theothercodeset.DXCodes EHR,Invoice,Claims LoadedICD-10Codesanddescriptions

DXCodes EHR,Invoice,ClaimsInlookupsgiveuserspreferencestoselectwhich

codesdisplaybasedoffproviderselectedonexamorinvoice

DXCodes EHR,Invoice,Claims Addedfavoritesindicatortolookupsbasedofproviderselectedonexamorinvoice

DXCodes EHR,Invoice,ClaimsAddedpreferencetodisplayhowmanyresultsdisplaybasedonproviderselectedonexamor

invoice

DXCodes EHR,Invoice,Claims UsermaynowtypethecodeorthedescriptionintotheDXfield

DXCodes EHR Mergedthe“OtherDiagnosis”fieldinEHRDiagnosis

DXCodes EHR AddedRe-Orderbuttontomakechangingtheorderofcodeseasier

DXCodes EHR AddedInfobuttontoDXcodes.Usercanprintorsaveeducationforpatient

DXCodes EHRAddedcollapsebuttontocollapseorexpandAssessment,ManagementOptions,and

Goals/Instructionsboxes



DXCodes EHRRemovedDiagnosisbuttonfromheader,replacedwithlookupfavorites.Favoritesthatwereindicated

inbuttonarenowindicatedinlookupReporting EHR,Invoice,andClaims ReportswilldisplayICD-10codeifcodeisspecified

Administration AdministrationEHR

Moveddefault/normalcheckboxcolumntofirstcolumn.Whenvalueisaddedandindicated,asNormaltheuserwillbeabletoindicateNormalintheEHRandthenselectaNormalfinding.Onlyone

“normal”maybespecified

EHR

PatientExam,Pupils,Adnexa,Conjunctiva,

Sclera,Cornea,PosteriorSegment,Disc

Assessment,andVisualFields

• Removedthenormalcheckbox• Usermayselectnormalorabnormalfinding

fromdropdownorbytypinginfield• UsermayselectAllNormaltofillinnormal

finding

EHR




WhenopeningpreviousEHRthathadNormalcheckboxcheckedbutnofindingentered,thefieldwillnowdisplay“Normalindicatedwithoutvalue”

Reporting




WhenrunningEHRLetterorReportforpreviousEHRthathadNormalcheckboxcheckedbutnofinding

entered,thereportwillnowdisplay“Normalindicatedwithoutvalue”

Reporting

EHRReportPupils,Adnexa,Conjunctiva,


Assessment,VisualFields

• Thefindingenteredwilldisplayonthereport

• Ifnofindinghasbeenindicatedthereportwillbeblankinthisarea

AdministrationEHRTemplates

AdministrationEHRTemplates

RemovedEHRTemplatesfromAdministration.TemplatescannowbemaintainedintheEHR.FormerEHRtemplateswilltransfertotheEHR.

ThesewilldisplaywiththeuserfirstandlastnameandthewordingCustomTemplate

EHR EHR

MovedSearchEHRButtoninupperrightcornertomiddleofEHRheader.Thisisafieldthatyoucan

typein,ratherthanbutton,theformwillautomaticallyjumptothesectionentered

EHR ExamType/TemplateMadethisadropdownfieldthatyoucanaddnewfrom.Examtypereflectsthetemplateyouwantto

useandtheexamtypeforpreviousexams.

EHR ExamType/Template Thereare8systemtemplatesthatcanbeusedtocreateyourowntemplate

EHR ExamType/Template Abilitytocreateunlimitednumbersoftemplatesforanyuser.Youcanmove,remove,andrenametabs,



andmoveboldedsections.Notepersonthatisloggedinisthepersonthattemplateiscreatedfor.

EHR ExamType/TemplateNewTemplatescanbecreatedusingthecurrent

activetemplate,anemptytemplate,andpre-definedsystemtemplates.

EHR ExamType/Template Templatesmaybecopiedandmodifiedfromotherusers

EHR ExamType/Template Templatescanbegivenanynameandwillhaveusernameinparenthesistoshowtheowner

EHR ExamType/Template Sectionscanbeaddedorremovedusingdraganddrop

EHR ExamType/Template TemplateEditorlocatedtotheleftoftheEHR,canbeopenorclosedduringexam

EHR ExamType/Template Abilitytosettemplatedefaultsandfavoritesperuser

EHR ExamType/Template EHRTemplatePreferencestosetfavorites,default,viewoftemplateeditor,andtemplateowner

EHR ExamHistory ExamHistorywilldisplaytemplatepreference

MainMenu Preferences Usercanselecthowthesystemwillcreateanexamfromhistory

Reporting EHRReportandLetter Templatestransfertoreportingsoreportscanberunwithtemplatepreference