Valant is committed to continually building new features, creating a better user experience and enhancing the performance of the EHR. Our goal is to ensure that your practice can run efficiently and bring the best care available to your clients. The Release Notes will show you what is new in Valant and improvements we have made.
Note: The links to other articles in the content below prior to September 2022 have not all been updated to the new knowledge base site articles. Go to the Release Notes 2024 article for current updates and enhancements. See the Release Notes 2023 article for updates and enhancements to our product in 2023.
December 14, 2022 Release
Appointments
- Enhancements were made to the user interface of the Record Appointments page to improve scrolling.
Documents
- An error that caused the editor role to be missing from unsigned documents was resolved.
Group Therapy
- An error that caused Incident to Supervisor setting to apply to Group Appointments was fixed.
- The documentation status for group appointments will now be displayed in the Scheduler | Record Appointments page.
Mobile Notes Measures
- An error that caused some measures not to appear in some Mobile Note templates was resolved.
MYIO
- MYIO users now have the ability to change the answers to their security questions via their My Account section.
Patient Communications / Prospective Patient Management
- New Broadcast Message added for Prospective Patients communication.
- New Prospective Patient Message added to Patient Communications Reminders.
See Prospective Patients Communication article for more information
Patients
- An error that caused Allergies to show as modified in reports when DrFirst was accessed has been resolved.
- An enhancement to increase character limit in the Last Name field to support longer last names was implemented.
Reports
- An error that caused the export center from timing out was fixed.
Secure Messaging
- The Trash folder will automatically remove messages that have been in the trash for 180 days.
- Users can now lock a Secure Message thread, to prevent a patient user from being able to reply to a message.
- A new setting has been added to Secure Messaging to set the default type of message to be used on the compose form.
- A customizable user signature has been added to Secure Messaging.
- The ability to save attachments to the patient chart without saving the message thread has been added.
- Enhancements have been made to the Secure Messaging text editor that include ability to change the font color, font highlight color, and add hyperlinks.
- The ability to preview PDFs in message threads in the browser without downloading the PDF has been added to Secure Messaging.
December 6, 2022 Release
Prospective Patient Management
Valant’s Prospective Patient Management is a set of tools that improves the process of bringing new patients into your practice and assigning a provider who will best meet their needs.
New articles for Prospective Patient Management help:
Prospective Patient Management Overview
Prospective Patient Management Setup and Configuration
Persons & Institutions | Prospective Patients
Waitlist
Valant’s Waitlist is a queue for managing patients and prospective patients who are waiting for an appointment to become available.
View Waitlist article for more details.
DeleteDecember 1, 2022 Release
Appointments
- The documentation status for patient appointments will now be displayed in the Scheduler | Record Appointments page.
- An error that happens when changing incident-to supervisor resets appointment facility to the patient's assigned facility was resolved.
Billing
- An error that caused the Incident to Supervisor status to reset for charge creation on the Create Charges page was resolved.
- An error that caused some add-on codes to note reset the crossover billing status was resolved.
- An error that caused filtering on the Patient Statements page using the "All Except" filter for patient type was fixed.
- An error that prevented some practices from successfully running large batches of patient statements was resolved.
Mobile Notes
- Add-on code units and modifiers can be edited in the Mobile Note Header tab.
- An additional option was added to pull data from a specific provider, even if that provider's data are not the most recent. See New Note From Last Across Providers for more details.
- Now staff who add a note on behalf of a provider can add a measure on the fly. See Add Measures on the Fly for more details.
- An issue that caused a few providers to receive an error when starting a Mobile Note was corrected.
MYIO
- A successful password reset now unlocks the patient's portal account.
- An error that showed clients in the MYIO portal to be given the prompt for a credit card when Online Bill Pay was turned off has been resolved.
Secure Messaging
- Secure Messaging now has an option to empty the Trash folder.
- A new setting for Secure Messaging was added that allows users to configure if they would like to get an email notification of a Secure Message.
- A first iteration of search functionality was added to allow users of Secure Messaging to more easily find messages.
Treatment Plan
- There is a new setting in Treatment Plan Builder which allows the patient’s preferred name (if present) to appear in the treatment plan. See Treatment Plan Builder Settings article for more details.
November 1, 2022 Release
Appointment Request Queue
- An issue with some users being able to access the Appointment Request Queue was resolved.
Billing
- An issue was resolved which could prevent the patient's full name from appearing while applying a patient payment when the patient had a middle initial.
- An issue that showed the Batch Eligibility option on the navigation menu for users who did not have permission was resolved.
- An error in date filter of the Receipt Book was resolved.
- A permissions error related to posting insurance payments was resolved.
- An error created when users try to create add-on charges without marking "Insurance Procedure" was resolved.
Group Appointments
- An issue that caused the Incident-to supervisor not populating on group appointment details was resolved.
Mobile Notes
- An issue that prevented the removal of modifiers from mobile notes was resolved.
MYIO
- NEW features are live! See MYIO Overview article for details and links.
Patient Chart
- A display issue with the GAF measure displaying was resolved.
Patient Communications
- New Automated MYIO Portal Onboarding Reminder added to Patient Communications – see Patient Communications – Reminders article for details.
Persons & Institutions
- An error users experienced scrolling on the Demographics Updates page in Mozilla Firefox was resolved.
- An issue when adding providers that have duplicate provider IDs was resolved.
- A display error of Incident to Supervisor in the history tab was resolved.
Scheduler
- An issue that prevented the document drop-down from appearing not in alphabetical order was resolved.
- An issue that prevented some users from uploading documents into undocumented sessions was resolved.
- An error that caused appointment categories to not sort alphabetically was fixed.
Secure Messaging
- NEW features are live! See Secure Messaging Overview and FAQ article for links and resources.
Telehealth
- An error that made telehealth available for future appointments was resolved.
Treatment Plan
- An issue that caused a display error when signing the Treatment Plan was resolved.
October 19, 2022 Release
Much of this release again includes work done for future enhancements and products.
Patient Communications
- The Appointment Reminders Status Report is renamed Patient Communications Status Report. See Patient Communications Status Report article for other updates.
October 10, 2022 Release
Original release October 5, 2022 was rolled back October 6 to address a performance concern. Once the discovered issue was corrected the release was redeployed October 10.
Much of this release again includes work done for future enhancements and products.
Billing
- An issue that caused billing errors when Enhanced Billing Validation and the Bill Insurance 2 as 1 module were enabled has been resolved.
Patient Chart
- The annual ICD-10 update was completed, and all new diagnosis codes from the American Medical Association are now available for selection.
- An issue that prevented the Patient Chart History from showing on certain browsers was resolved.
Patient Communications
- The ability to create Broadcast Message Templates has been created. See Patient Communications – Broadcast Message Templates article for more details.
- There is a new Group Therapy Reminder. See Patient Communications – Reminders article for more information.
September 21, 2022 Release
Much of this release again includes work done for future enhancements and products.
Billing
There is a new column in the transaction details in Billing | View/Edit Charges called "Ins Check #". All insurance Check/EFT#s from ERA files and Billing | Apply Insurance Payment will populate this field. The existing "Note" column will continue to appear on patient statements and reports. When an ERA is posted with a $0 note the "Note" field will continue to display the explanation, and the new "Ins Check #" column will display the Check/EFT# for reference. Previous ERA Check/EFT #s will appear in the new field but previously applied insurance payments from Billing | Apply Insurance Payment will not. See View Edit Charges article for more information.
DeleteSeptember 7, 2022 Release
Much of this release again includes work done for future enhancements and products.
Billing
- An error that kept the charge balance in the patient responsibility column after insurance was rebilled was fixed. Previous transactions will not be affected by the fix. Going forward, if an insurance response is posted to a charge and the remaining balance becomes patient responsibility, and then the user rebills the charge to insurance, the balance will remain insurance responsibility until the insurance response is posted.
Group Therapy
- An error was fixed that caused certain Group appointments to incorrectly appear in "Upcoming Appointments" for past enrollees.
Scheduling
- A display error that caused edited recurring appointment series to show future occurrences as exceptions was resolved.
User Accounts
- The "Unlocked Locked User Accounts" page is now accessible by users with the “Practice Permission”. Previously "Admin Access" was needed to access this page. See Unlock Locked User Accounts article for more details.
August 24, 2022 Release
Much of this release again includes work done for future enhancements and products.
Documentation
- WHODAS 2.0 12-item version added to Mobile Notes Measures.
- An alternate Clinical History Form was added to provide the option to skip the requirement for patients to answer pregnancy questions. The knowledge base article, Clinical History Form 2 - Contains No Pregnancy or Abortion Questions in the Patient Portal, describes the details of the new form.
Patient Communications
- New Telehealth Reminder added in Patient Communications. See Patient Communications – Reminders article for information on configuration.
- Reminders in the Tools | Patient Communications Reminder Rule list default status is now set to "All" rather than "Active", so all options are visible without updating the status.
August 10, 2022 Release
Most of this release includes work done for future enhancements and products.
eSignature
- An issue that caused the subject line of some eSignature emails to have an incorrect practice name has been fixed.
Tools
- An issue that prevented some Provider Customer Field entries from not appearing under Tools | Manage Custom Fields has been resolved.
July 27, 2022 Release
Billing
- Users can now choose the default "payment date" when an ERA is opened - either the adjudication date from the ERA file, or the date the file is opened and then posted.
Patient Communications
- New Broadcast Messages have been added to the options. See Patient Communications – Broadcast Messages for more information.
July 13, 2022 Release
Billing
- An issue that caused some insurance information to not automatically populate when charges were being created was fixed.
- An issue that caused some insurance information to not carry over to charges when being created was fixed.
- Enhancements were made to the Receipt Book.
Documentation
- Now practices that use "NNFL Across Providers" can change the configuration so the default behavior is to pull the logged in provider's most recent data; the user is alerted if there is more recent data from another provider, and they can easily switch.
- An issue that prevented some users from being able to preview prior documents and measures in mobile notes was fixed.
Group Therapy
- Now the Paywall functionality in the Patient Portal applies to Group appointments.
- Practices with the Receipt Book enabled can now accept payments from the scheduler for Group Appointment attendees.
Patient Communications
- New Broadcast Messages have been added to the options. See Patient Communications – Broadcast Messages for more information.
Persons & Institutions
- Now users with Admin Access permission can create custom provider tabs and fields that appear in Persons & Institutions | Providers.
Patient Portal
- Practices using the Appointment Requests feature have a new optional setting to create "Placeholder" appointments for new pending appointment requests in order to tentatively block off the requested time on the calendar.
Time Zone Awareness
- Time Zone Awareness has been enhanced in the Valant system. Please see Time Zone Awareness Overview and Time Zone Awareness Configuration and Scheduling articles for more information.
June 15, 2022 Release
Billing
- In order to enhance the user experience in the Pending Transaction Queue we have implemented a new pop-up menu that will show the transactions as they are processing. This will prevent the possibility of processing subsequent attempts for the same charge.
Documentation
- An error that prevented previewing Mobile Notes from within the Mobile Notes Application has been resolved.
Group Therapy
- An issue was resolved which caused unsigned Group notes to become un-editable if the Group Appointment was deleted.
Persons & Institutions
- Now users with Admin Access permission can create custom provider tabs and fields that appear in Persons & Institutions | Providers.
Reporting
- An error that caused the Faxes Status report to show some results as "unknown" has been corrected to reflect the correct status.
Time Zone
- Provider signatures on the treatment plan will now include a time zone label next to the time in the signature.
- The System | Unlock Locked User Accounts page will show both the time and date the user was locked out of Valant.
June 1, 2022 Release
Group Therapy
- An issue was resolved which caused Group Appointments to appear incorrectly in the "Plan - Next Appointments" section of mobile notes
Patient Communications – NEW feature
- NEW Reminders and Broadcast Messaging Tools. See Patient Communications Overview, Patient Communications - Reminders, Patient Communications – Broadcast Messages for more information.
- Current Reminders name updated to To Do’s. See To Do's (formerly Reminders) for more information.
Telehealth
- Now telehealth sessions will display a patient's Preferred Name, if entered.
Time Zone
- The "Local Time Zone" field was moved from System | Preferences to the username dropdown in the title bar to make it easy to update from any page. (Additional time zone enhancements are coming soon.)
May 18, 2022 Release
Documentation
- An issue preventing users from previewing specific note templates was fixed.
Group Therapy
- Now providers can "Skip Documentation" for Group enrollees.
- Staff users with permission to start mobile notes on behalf of providers can now do so for Group Documentation.
- Now a default duration for a group can be set so it doesn't need to be set manually each time a Group Appointment is scheduled.
Patient Portal
- Email Validation has been enhanced to optimize the Patient Portal setup process. See Knowledge Base article for more information.
May 4, 2022 Release
Documentation
- An issue that caused the print icon to be missing while previewing a PDF in the browser was fixed.
- The patient chart browser tab has been updated to show the patient id before the word "chart".
Group Therapy
- Attendance can now be updated for future Group Sessions earlier than the appointment date (for example, to mark a planned absence).
Telehealth
- An issue that prevented gallery view from showing all attendees was resolved.
April 20, 2022 Release
Documentation
- NEW Internal Notes field added to Patient Chart initial view. Please see Internal Notes article for more information.
Reports
- Report Center view enhanced to display all reports in a sortable grid. Please see Report Center Enhancements article for a high-level summary and screenshot of the updated view.
April 6, 2022 Release
Documentation
- NEW Internal Notes field added to Patient Chart initial view. Please see Internal Notes article for more information.
Reports
- Report Center view updated to display all reports in a sortable grid.
March 23, 2022 Release
Documentation
- "Print Day's Documents" has been renamed "Preview Chart Documents" for consistency, and the "Providers" dropdown is now multiselect. See Documents Section for more information.
- The Treatment Plan document now has multiple and remote signing functionality. See Treatment Plan Remote and Multiple Signers for more details.
- An error that prevented some users from opening Uninitialed Documents was fixed.
March 8, 2022 Release
Documentation
- Improvement made so larger documents will open in a new tab rather than downloading them.
Persons and Institutions
- An error in text validation on the Persons and Institutions | Providers | Notes page was corrected.
Telehealth
- Now Guests can join telehealth via Guest Access links even if the link was generated after the session had already started.
February 23, 2022 Release
Billing
- An issue that gave some users an error when trying to process credit card credits has been resolved.
Persons and Institutions
- Enhancements have been made to the Persons and Institutions | Patients to optimize performance and reduce latency experienced by some users.
Scheduling
- An error that prevented some users from editing some recurring non-patient appointments was fixed.
Telehealth
- Audio and visual desktop notifications added for provider, patient, and/or guest to indicate when a telehealth session has started or a participant has joined.
- User experience was improved to make it easier to join a telehealth session from a mobile device.
February 9, 2022 Release
Billing
- An error that caused the Copay Exceptions Schedule to not update the Default Copay Value was fixed.
- An issue that caused a small segment of users to receive an error when creating charges was fixed.
- An error on the ERA page that caused some users to refresh the page in order to post the ERA was fixed.
Documentation
- A new checkbox was created in Mobile Notes that allows staff users to add a macro in the provider’s macro list. See new feature here.
- An issue that caused documents uploaded through Document Sessions to not register the correct documentation status in the PTQ was fixed.
- An issue that caused some error messages when viewing medications in Mobile Notes was resolved.
- Some Web Editor documents that were not visible were retrieved successfully.
Patient Chart
- The Patient Tasks page of the Patient Chart was recoded for enhanced performance and user experience.
Patient Portal
- To improve the patient signing experience in patient portal on a mobile device, the signing popup now autoscales to better fit smaller screen sizes when the user is on a mobile device.
Persons and Institutions
- An error that caused non-admin users to inadvertently change the New Note from Last Preference was fixed.
- A permission issue that caused the Admin Access permission to be required to update Provider Availability was fixed.
Reports
- An issue was resolved that caused incomplete data to appear on the Payments, Refunds and Adjustments report.
- An issue that caused an error in the data export center was resolved.
Telehealth
- Telehealth participants can now choose between Gallery View and Speaker View during telehealth sessions. Learn more about viewing options here.
- Providers have the ability to “Spotlight” or select speakers who will appear as with the largest screen for participants. Learn more about this feature here.
- An issue was resolved that intermittently prevented content drawn on the "Virtual Whiteboard" from being visible to all participants.
January 25, 2022 Release
Billing
- Changed the label in the ERA legend from 'Re-coded by payer' to 'CPT is different' so that it will appear with the "light blue" color.
- An issue was resolved so that when you edit the prepayment type on the Prepayment History page, the payment type is reflected correctly on the Daysheet under the Bank Deposit section.
- An issue was resolved so that trailing spaces are removed automatically if entered in Billing | View/Edit Charges.
Documentation
- An issue affecting the readability of a few documents created from the patient chart was resolved.
- An issue which prevented viewing documents in a patient chart was resolved.
Patient Chart
- An issue which prevented some expected medications from showing in the Patient Chart was resolved.
Patient Portal
- An issue was resolved so that when Patient Portal setup via express validation is initiated after email validation, the express validation can be completed.
Persons and Institutions
- An intermittent issue which prevented saving a main phone number in the Firefox browser was resolved.
- An intermittent issue which caused you to be unable to send an eFax when using the Firefox browser was resolved.
Reports
- An issue was resolved that caused some documented sessions to appear on the Undocumented Appointments report.
Scheduler
- An issue which prevented recording patient appointments was resolved.
Telehealth
- You now have the option to hide your own camera feed tile from yourself during a telehealth meeting. Check out Valant Telehealth for more information.
January 5, 2022 Release
Billing
Daysheets will now be created as part of the Report Queue. This will enhance to improve performance. When daysheets are created for larger time periods this will prevent errors or timeouts.
An issue one client had with Fee Schedule Billing Types was corrected.
Documentation
A bug effecting a small number of users that prevented them from updating their supervisor on some unsigned documents.
An error that prevented some users from previewing unisgned documents was fixed.
Mobile Notes
An issue that prevented one client from accessing the full measure library was fixed.
An issue that caused certain sections of Mobile Notes to have checkboxes appear in-line has been fixed.
Patient Portal
The option to allow a Self-Check-in Prerequisite Paywall to the patient portal has been added. When enabled this would require a patient make a payment before joining a Telehealth session. Learn More here: Self-Check-In Prerequisite - Paywall
Persons and Institutions
A new grid was added to the "Write Off Outstanding Balances" option on the Balances tab of P&I Patients to allow for more granular adjustments. Learn more here: Write Off Outstanding Balances
A warning of potential duplicate patient notification when adding new patients was added to the EHR.
An issue that prevented "Education Level" from being saved in patient demographics has been fixed.
Reports
- A bug that effected timezone offset on reports was fixed.
Telehealth
Staff users now have the ability to "Manage Guest Access" for telehealth.
December 13, 2021 Release
Telehealth
Now you can invite up to 15 participants to join a telehealth session through a Guest Access link.
A new Virtual Whiteboard feature lets participants collaboratively write and draw on a shared canvas.
You can now share your screen, tab, or window and enable patients and guests to share their screen.
You can use a new feature called Telehealth Chat to exchange messages with participants while in a telehealth session.
Providers can now enable or disable patient and guest permissions for actions like chatting, screen sharing, and unmuting themselves.
A new Device Management tool makes it easy to select and test a camera, microphone, and speakers to use in a session.
December 8, 2021 Release
Billing
An isolated issue that caused the wrong statement details to appear in View/Edit Charges | Billing history was fixed.
A change was made the allow the ERA page to sort lines when users are manually matching lines.
An issue that caused View/Edit Charges to load incorrectly when switching patients was fixed.
An intermittent error that occurred when trying to accepting a payment from the scheduler was resolved.
Dashboard
An issue that caused the Dashboard count of Pending Insurance Claims to show inaccurate results was fixed.
Documentation
- Document Sessions page has been enhanced to allow for better performance and user experience.
- Now you can start a Mobile Note from the Document Sessions page.
e-Signature
An issue that prevented some e-Signature templates from being edited was fixed
Mobile Notes
- An error that prevented a Mobile Note from being started was fixed.
Patient Chart
An error caused by opening the patient chart due to a specific e-lab measurement was fixed.
A server error that effected the ability to open the patient chart was resolved.
Patient Demographics
In Patient Demographics and and the Patient Chart new fields for Gender Identity have been added. Learn more here.
Reports
An issue that caused some the Combined Aging report to calculate incorrectly was fixed.
Scheduler
An intermittent issue that caused an error when trying to open appointments on the scheduler was fixed.
A new feature called Availability Search that allows users to available timeslots on the Calendar. Learn more here.
A new designation for Appointment Categories that allows users to assign a Free or Busy designation to an appointment. Learn more here.
Time Zone
Time zone infrastructure work was completed to allow for better handling of user time zones.
November 16, 2021 Release
Persons and Institutions
Now you can add new Guarantors and Subscribers while entering patient demographics, without having to navigate away from the page. Learn more here.
General
On the Dashboard under Action Items and Documentation Status the "Minimum Unrecorded Appointments" label has been updated to say "Unrecorded Appointments".
An issue that allowed users without the "Patient Clinical Charts" permission to generate and view statements has been fixed.
Patient Portal
An error caused by patients entering specific demographic information through the patient portal has been fixed.
Scheduler
Now when dragging and dropping appointments from one providers calendar to another, the Incident-to-Supervisor field will also update.
Session Documentation
An issue that caused some document templates not to update measurements in the chart has been fixed.
Treatment Plan Tool
The Treatment Plan Tool will now show a grid with details from previous reviews showing the action taken, date of the review, text details entered, and review timeframe.
November 3, 2021 Release
General
PDFs opened from Valant will open in a new browser tab instead of being downloaded to the user's machine. Learn more here
The Appointment Categories were moved from a separate page to a tab on the Practice page to consolidate practice level configurations. Learn more here
To accommodate longer names the Provider Display Name field was updated from a 40 character limit to an 80 character limit.
A new permission called "Practice" was added to control which users can access practice wide settings on the Persons and Institutions | Practice page.
Session Documentation
When documenting in Mobile Notes users can now add measures to their notes after the documentation has been started. Learn more here
An issue that did not attach completed documentation to a charge was fixed.
An issue where documents uploaded on the Document Sections pager were not updating the Documentation Status Icon properly was fixed.
Scheduler
An issue that caused appointments in some circumstances to be missing from the calendar until it was refreshed was fixed.
An issue that in certain cases allowed patients to request appointments through the patient portal when a provider had a multi-day appointment on their calendar was fixed.
Billing
An error that appeared in the Charges Report under a specific circumstance when dividing by zero was fixed.
An issue that prevented users from selecting the Pay Copay button on the Apply Patient Payment page was fixed.
An issue blocking the printing of previously generated prepayment receipts was fixed.
An issue with a credit card processing error message in a specific circumstance was fixed.
An error that caused a credit card credit to be declined, but still posted to View/Edit Charges was fixed.
October 19, 2021 Release
General
A display issue causing the “Action” column to sometimes appear missing has a new width requirements to prevent the column from being hidden.
An issue that allowed staff users without billing permission to update charge details has been fixed.
Session Documentation
When pulling data from previous Mobile Notes (i.e., New Note From Last), users can now choose to pull from the most recent data across all providers or only your own most recent data. Learn More here: New Note From Last Across Providers
An issue which prevented a client from signing, editing, or opening
Patient Chart
An issue affecting the date a new diagnosis was added to the patient chart was corrected.
An issue that caused medications added into Valant to display as the date prior to being written was fixed.
Billing
The ability to use the tab key on the Apply Patient Payment, Apply Insurance Payment (Charge Back and Payment page), and Transfer Patient Payment (Transfer To page) was added.
An issue handling overpayment messaging when an error occurring when refunding a credit card was fixed.
An issue that caused credit card receipts not to appear in the patient chart in specific cases was fixed.
Field validation was added to some credit card processing fields to restrict unsupported characters from credit card details fields. .
Reports
The Patient Aging Report formatting was updated to allow for wider columns.
Persons and Institutions
The custom text fields on Persons and Institutions | Patients | Custom can now be resized by dragging the corner of the field.
System
The Appointment Categories page was updated to allow in-line editing, and gives the users the ability to see the color blocks on the menu.
Tools
The Reminders page was updated with more robust filtering and users can create or edit reminders in a pop-up menu. Learn More here: Reminders
The Custom Tabs page now allows for custom fields to be organized into two columns. Learn more here: Manage Custom Tabs
September 29, 2021 Release
General
An issue was resolved which prevented the Credit Card Transaction Details section from appearing on system-generated receipts in some cases where applicable.
Dashboard
An issue which could cause a miscount of "Completed reports in queue" was fixed.
Scheduler
Patient address will now wrap to up to three lines in the Patient tab of the New Appointment and Edit Appointment pop-ups.
An issue was resolved which was affecting the appointment's date when detaching the second-to-last appointment in a recurring series.
Patient Chart
An issue was resolved so that medications discontinued by the patient may now be edited for practices without ePrescribing.
Session Documentation
When starting to document a session, if documentation already exists for that same session, an error message will appear to explain why the system is not allowing new documentation to be created.
Documents
When an eSignature Request contains multiple packets which are assigned the same display name, each packet will now be listed individually.
An issue was resolved so when sending an eSignature request, packets will be in the user-designated order.
Persons & Institutions
An issue which affected the ZIP code field for Firefox users has been fixed.
An issue was resolved to allow the tracking of Authorizations according to Units instead of Visits, for those practices with the "Track Authorizations by Units" feature enabled.
Billing
Some Pop-ups in View/Edit Charges can now be re-positioned on the page as needed. This applies to Edit Credit Adjustment, Edit Charge Adjustment, and Add Statement Note. We are continuing to work towards making all of the pop-ups in View/Edit Charge behave similarly.
An issue was resolved which could prevent the patient's full name from appearing while applying a patient payment when the patient had a middle initial.
An issue which was causing some CSV Statements to be rejected by Waystar was resolved.
An issue was resolved which was causing an error when attempting to edit or delete transaction detail records with special characters in the Note or Check or Reference Number fields.
Reports
An issue which prevented Data Export Center from displaying results when the contents contained special characters was fixed.
An issue with the Facility filter in the Data Export Center was fixed.
Transaction Codes
Zero is now allowed as a Default Appointment Duration for Procedures.
Mobile Site
An issue was resolved which prevented Calendar Sync from functioning properly when an appointment contained only Add-on Codes and no Primary Code.
September 8, 2021 Release
Scheduler
An issue which prevented checkboxes from being selectable for just-edited rows on the Record Appointments page has been fixed.
An issue was resolved which caused an extra row to appear on the Record Appointments page for recurring appointments in certain cases.
Session Documentation
Macro functionality is now available when accessing Web Editor from the Document Sessions page.
Persons & Institutions
An issue was resolved so that Patient Alerts pop-ups appear in the order designated in the Patient Notification field of the Patient's Demo (Demographics) tab.
An issue which prevented scrolling down to the last row on the Providers page was fixed.
Billing
An issue was resolved to increase the contrast and visibility of the Patient ID when viewing the contents of an ERA.
An issue was resolved which in some cases prevented payment from being saved when attempting to process a discount at the same time.
Reference Data
More robust layout and filtering options were added to the Places of Service page, along with the ability to export the list of search results. Learn more here: Places of Service
August 25, 2021 Release
General
Hover tips were added to the main navigation panel icons when the panel is collapsed, and the Dashboard icon was restored.
Dashboard
An issue with the Dashboard's calculation for "Patients with pending insurance claims" has been fixed.
Scheduler
Appointments' hover tips were converted into clickable tool tips which now stay in place when highlighting text to copy to your clipboard, using the appointment's right-click menu, or clicking away to another tab. Watch a short demonstration: Calendar Improvements: Tool Tips
In the Patient tab of the New Appointment and Edit Appointment pop-ups, Insurance ID Number is now available just under the Insurance Name.
An issue which prevented the successful completion of credit card transactions when accepting payment from the Scheduler for certain patients has been fixed.
An issue was resolved which could, in specific cases, prevent diagnoses from appearing on the Record Appointment page.
Chart
An issue with the Unsigned Documents hyperlink on the Chart's Overview page was fixed.
An issue was resolved to allow faxing from the Chart's Documents page to any recipient, not just already-existing Outside Providers. Learn more here: Outside Providers
An issue was resolved so that when faxing from the Chart's Lab Request page, Outside Providers are available for selection.
Documents
While creating a new document for a patient with undocumented sessions, the pop-up warning has been replaced with placeholder text within the Undocumented Sessions dropdown which will indicate how many sessions remain undocumented.
Persons & Institutions
An issue which prevented CPT Codes from being selected or added to a patient's Copay Exceptions Schedule has been fixed.
An issue was resolved which affected the application of Billing Types for Fee Schedules.
An issue was resolved which prevented modifications from being saved to Fee Schedules Start and End Dates in certain scenarios.
Billing
When processing a payment via the Apply Patient Payment page, you now have the option to generate a PDF receipt for the transaction using a new "Save and Print Receipt" button. Learn more here: Apply Patient Payment
When processing a credit via the Apply Credit Card Credit page, you now have the option to generate a PDF receipt for the transaction using a new "Save and Print Receipt" button. Learn more here: Apply Credit Card Credit
An issue was fixed to allow scrolling on the Apply Credit Card Credit page.
An issue was resolved which addresses how the Apply Credit Card Credit page tracks the unapplied amount when filtering is applied after to-be-applied amounts have already been entered.
The error message which appears when attempting to save a credit card that has already been saved for that patient's Card Manager has been updated for clarity.
An issue was resolved so that while charging a credit card, Canadian provinces and postal codes are now supported in the Billing Information.
An issue was resolved to prevent the Save button on the Apply Insurance Payment page from being clicked a second time while the initial save is still being processed.
An issue that caused dates in the View/Edit Charges page to shift after users in certain timezones saved edits has been fixed.
Biller Tools
An issue was resolved which could, in specific cases, prevent diagnoses from appearing in the Pending Transactions Queue's grid.
July 29, 2021 Release
General
All multi-selector fields now have OK and Cancel buttons. Particularly when filtering for Providers and Facilities in the Scheduler, this allows for more efficient loading compared to processing the selections one-at-a-time.
Scheduler
After assigning or changing a Primary or Add-on Code for an appointment, the Save button will be disabled until the system has properly attached the appropriate Transaction Code details.
Now while creating a new appointment, you can check for conflicts without having to save first.
An issue which could temporarily revert the documentation status icon of an appointment after recording it has been fixed.
An issue which allowed appointments to be recorded more than once was fixed.
An issue was resolved which prevented the "Date of Current Illness, Injury or Pregnancy (Box 14)" stored in the patient record's Other tab from transferring over to the appointment's Other Details tab.
Patient Chart
More robust layout and filtering options were added to the Chart's Documents page, along with the ability to export the list of search results.
Documents
More robust layout and filtering options were added to the Unsigned Documents page, along with the ability to export the list of search results. Learn more here: Unsigned Documents
An issue was resolved so that the document time for Templated Notes will reflect the appointment time, as applicable.
Persons & Institutions
An issue was resolved to restore the Patient Alerts icon on the Patients page.
An issue which allowed the creation of duplicate Patient Portal accounts has been fixed.
Billing
An issue was resolved which prevented the provider name from appearing properly in the insurance claim file when Billing Provider Information had been entered for the insurance company.
An issue which affected the dates shown in the ERA after it had been saved by users in certain timezones has been fixed.
An issue was resolved which caused payments applied using Receipt Book to, in certain cases, appear in View/Edit Charges one day off from the expected date.
An issue was resolved which was preventing the successful removal of Authorizations from charges in View/Edit Charges.
An issue which prevented some credit card credits from being saved has been fixed.
An issue that caused an Add-on Code's second modifier to appear as both the second and third modifier in View/Edit Charges was resolved.
Biller Tools
More robust layout and filtering options were added to the Pending Transactions Queue page, along with the ability to export the list of search results. New columns include: Provider Name, Ins 1, Missing Data, Added, and Active. Learn more here: Pending Transactions Queue
While editing a Pending Transaction that no longer exactly matches its associated Appointment, you can now choose between continuing with any changes already made to the Pending Transaction or re-pulling the latest Appointment values.
Reports
An issue preventing the descriptive text on the Audit Log-Appointment Report from appearing in some cases was fixed.
Transaction Codes
An issue on the Procedures page was resolved so that checking "Count As Visit" for a Transaction Code registers a checkmark for "Count As Encounter" as well.
Patient Portal
An issue was resolved so that the Portal will acknowledge user email verification regardless of whether upper or lower case letters are used.
July 1, 2021 Release
General
An issue was resolved which prevented the Patient Selector from correctly filtering by Provider or Facility.
Dashboard
An issue which caused the charts on the Billing Dashboard to be partially obscured was fixed.
Scheduler
While editing an appointment for which documentation exists, it will no longer be possible to use that appointment to create a recurrence.
An issue which had caused some appointments to lose their Facility information was fixed.
An issue was resolved so that while adding an appointment, its Category and End Time will update appropriately whenever patient selection prompts auto-population of the Primary Code.
An issue which caused longer patient names on appointments to sometimes fall out of view has been fixed so that the portion of the name that fits will remain visible.
An issue was resolved to restore the ability to collapse and expand the Scheduler panel which contains the Preset views, Interval and Zoom settings, etc.
An issue was resolved so that payment can now be accepted for the Add-on Code(s) only (no payment towards the Primary Code), when accepting payment through the Scheduler.
An issue was resolved which caused the default values to be based on the current day instead of the selected day while creating Monthly and Yearly recurrences.
Patient Chart
An issue which prevented display of the full text of longer lab request types when creating and editing lab requests was resolved.
Documents
More robust filtering options were added to the Practice Documents page, along with the ability to export the list of search results. Learn more here: Practice Documents
When creating a new templated or web editor note, your cursor will now automatically be placed into the first required field.
When uploading a document or creating a new Practice Document, your cursor will now automatically be placed into the first required field.
An issue was resolved so that the timezone value from the Preferences page is now taken into account for the final signer of documents which include more than one signer.
Persons & Institutions
A change was made to the State field's selector to make it easier to search for a state using its two-letter abbreviation.
While selecting a Patient Insurance on the Patients page, the Address 1 information will now be displayed just under the insurance company's name.
When creating a new patient, your cursor will now automatically be placed into the first required field.
The system will now inform you if you have no active Billing Types when you are attempting to use the Copay Exceptions Schedule. Learn more here: Copay Exceptions Schedule
On the Facilities page, you can now indicate whether appointment reminders should include the phone number from the Practice, the Provider, or the Facility.
An issue which prevented newly added Insurance 2 and 3 from appearing in View/Edit Charges was fixed.
An issue which, in certain cases, prevented Custom Tabs and Fields from appearing on the Patients page was fixed.
An issue was resolved so that system-generated Patient IDs will ignore any spaces at the beginning of a patient's first or last name.
An issue in which Custom Fields would not save after a previously-saved dropdown value was cleared has been fixed.
An issue was resolved to prevent inactive Billing Types from being assigned to Providers.
Billing
An issue was resolved which resulted in multiples of the same payment transfer to be recorded in certain circumstances.
An issue which in some cases resulted in an extra chargeback transaction in View/Edit Charges has been fixed.
On the View/Edit Charges page, an issue was resolved which prevented some superusers from accessing the Details section.
An issue that in some cases caused the dates in the View/Edit Charges page to temporarily appear one day off from the correctly saved date has been resolved.
An issue was resolved on the Daysheet so that in the Other Insurance Payments section, the EFT total now accounts for chargebacks.
On the Apply Portal Payment page, an issue was resolved which prevented some users from being able to use the Show History option from the Actions menu.
On the Apply Portal Payment page an issue was resolved so that the option to "Convert to Prepayment" will be available only to practices with the Prepayment module enabled.
Tools
On the Reminders page, an issue which sometimes caused the calendar to appear partially out of view was fixed.
Transaction Codes
An issue resolved was to allow the Description of the system-defined "Auto Payment CC" Transaction Code ID to be edited without issue.
On the Procedures page, an issue preventing changes to the "Count as Visit" and "Count as Encounter" checkboxes from saved was fixed.
Patient Portal
When the email validation option is used for Portal account setup, the resulting email will no longer instruct the Portal user to call the practice about account validation. Similarly, once the Portal user completes the setup, instructions about calling the practice will no longer be displayed.
An issue was resolved to allow credit card payments to be successfully processed through the Patient Portal. Note that this feature is available only available to customers with credit card processing through Elavon.
June 16, 2021 Release
General
The width of the Patient Selector's results list is now more dynamic to better accommodate longer patient names and IDs. A hover tip now appears when hovering your pointer over any of the Patient Selector's search results. Learn More here: Patient Selector
Filter parameters either selected in the table column headers or typed into the filter row directly below the column header will be preserved until your session ends or you close the browser tab, whichever occurs first. This new behavior can be observed in the upgraded tables across the application, including those found on these pages: Patients, Guarantors, Record Appointments, Uninitialed Documents, Providers, Facilities, Office Staff, and Receipt Book.
Under the Help section of the main navigation menu, System Status was added as a new option. Clicking on System Status opens a new tab which provides information on any known service interruptions.
An issue was resolved so that the scrollbar is present as needed when a new user is setting up their account.
Scheduler
When grouping appointments by Facility on the Scheduler, column headers will now display Facility ID instead of Facility Name.
After selecting a Facility for an appointment in the Scheduler, its Facility ID will be displayed instead of its Facility Name. Learn more here: Appointment Details
When there is only one active Facility, it will now automatically populate as the appointment's Facility while creating non-patient appointments, for fewer clicks and consistency with patient appointments.
An issue was resolved which caused appointments to be cleared from view and then re-rendered after recording an appointment, detaching from a series, or in some cases, accepting payment.
Patient Chart
The Measures page will now inform you if you are attempting to arrange for a One-Time Measure for a patient who has no Portal account.
An issue which prevented options for outside providers from being displayed when faxing from Lab Requests, and displayed an error even thought the fax was successfully sent, was resolved.
Documents
An issue which prevented the selected provider from automatically being added as the document owner when a staff starts a Word Template or Web Editor document was resolved.
An issue was resolved which caused the time values listed on the Document Sessions page to be displayed with an unnecessary timezone conversion.
Persons & Institutions
After selecting a Facility for a patient in Persons & Institutions, its Facility ID will be displayed instead of its Facility Name.
An issue was resolved so that a warning message will appear when attempting to inactivate a patient with an outstanding balance due.
An issue which caused non-integer co-insurance values to revert to zero when adding them to Copay Exceptions Schedule was fixed.
An issue was resolved so that CPT codes appear in the Copay Exceptions Schedule instead of the Procedures' Transaction Code IDs.
An issue was resolved so that Add-on codes no longer appear in the Copay Exceptions Schedule.
An issue which prevented an Authorization's Start Date and End Date from being the same date was fixed.
An issue was resolved so that users with the Persons & Institutions permission can save changes to the Provider tabs which don't require Admin Access (i.e., Provider, Direct, Preferences, Notes, Availability, and History).
Billing
While applying an insurance payment, the Patient Selector now includes inactive patients.
On the Create Finance Charges page, an Annual Interest Rate of 0% is now supported.
An issue which caused the EasyNav to be disabled when applying a payment in Receipt Book was fixed.
An issue which prevented the check/reference number on a standalone payment from being displayed on the View/Edit Charges page was resolved.
An issue was resolved which caused the Notes icon to appear in View/Edit Charges even after the corresponding note had been removed.
An issue that prevented users from editing a prepayment to 0 was resolved.
An issue that caused Authorizations to not show properly in the patients records was resolved.
Biller Tools
The automatic calculation for the Pending Transaction Queue's Start Date filter is now based on the Default Months of Charges value from the Preferences page.
Reports
Report Center now includes a Card Manager Report which provides information about data saved in the Card Manager. Note that the Card Manager is only available to customers with credit card processing through Elavon. Learn more here: Card Manager Report
Transaction Codes
An issue which prevented Transaction Codes from being saved in 1-minute intervals was resolved.
Reference Data
In the "MASTER Progress Note - All Tabs and Measures" and "MASTER Intake Note - All Tabs and Measures" templates on the Manage Mobile Notes Templates page, a new tab called "Interactive Complexity" is now available. In this new tab, providers can document their justification for Add-on code 90785, Interactive Complexity.
May 17, 2021 Release
General
In the Scheduler, Record Appointments, Pending Transactions Queue, and Appointment Requests Queue, the appointment form now includes expandable rows to show the units, modifiers, and service units for the add-on codes and the primary code. Learn more here: New Add-on Codes Fields
For practices not using the the Pending Transactions Queue, the Courtesy Discount and Discount Note fields are now available for each procedure code in the Scheduler, Record Appointments, and Appointment Requests Queue.
The Fee Schedule label on the appointment form has been made more prominent when the procedure codes (primary and add-on) are informed by the values in an insurance company Fee Schedule. Note that the label, if applicable, appears whenever the code is added or modified in an appointment. Learn more here: IO: Fee Schedules
Editing the Service Unit value of a procedure code on the Procedures page will automatically update the Service Unit value in appointments and charges in the Pending Transactions Queue, but will not update the Service Unit value of charges in the View/Edit Charges page.
An issue was resolved so that the timezone value from the Preferences page is now factored into the Calendar Sync feature available from the Mobile Site. Learn more here: Calendar Sync
Scheduler
An issue was resolved so that users who accept payment from an appointment in the Scheduler will now see the charge for each procedure code (primary, add-on 1, and add-on 2) multiplied by the respective unit in the payment window.
Documents
More robust filtering options were added to the Uninitialed Documents page, along with the ability to export the list of search results. Learn more here: Uninitialed Documents
An issue which prevented Superusers from being able to preview certain Uninitialed Documents was fixed.
Billing
An issue which prevented Credit Card Charges from being processed when non-alphanumeric symbols were included in the billing information has been fixed.
April 16, 2021 Release
General
When you have the application open in multiple browser tabs, and log out from one of them, each browser tab will now return to the login page.
Superusers can now switch from one Client Practice to another using the dropdown menu in the top right corner of the page. When the application is open in multiple browser tabs, and one is used to switch to another Client Practice, each browser tab will go to the Dashboard of the newly-selected Client Practice. Learn more here: Superusers
Macro functionality is now available when accessing the Web Editor from any of the EasyNav menus.
Scheduler
An issue which prevented the Courtesy Discount and Discount Note fields from appearing on appointments has been resolved. This occurred for practices that do not use the Pending Transactions Queue.
An issue which caused the patient's assigned facility to replace the user-selected facility after updating the primary code in a new appointment was resolved. This issue affected practices with Enhanced Billing Validation enabled.
Documents
An issue which caused a blank preview to appear for Web Editor documents in Unsigned Documents has been fixed.
Persons & Institutions
Now you can save the patient record and stay on the same page by clicking "Save". Click on "Save and Close" when you want to save your work and automatically be returned to the list of patients. Learn more here: Persons & Institutions | Patients
While viewing a list of patients, the EasyNav menu is now available as a dropdown from each Patient ID. While in a patient record, simply click on the patient's name or ID in the page header to access the EasyNav menu.
Information previously found on the Appt. Reminder tab has been consolidated onto the patient's Contacts tab.
Manage the patient's current and historical insurance details all in one tab. Setting insurance as primary, secondary, or tertiary is easier than ever using the drag-and-drop functionality accessible from the "Set Insurance 1/2/3" button. Learn more here: Insurance Tab
An issue which prevented some large custom field values from displaying correctly has been fixed.
An issue was resolved so that fields on the Preferences tab will be populated with default values when adding a new provider.
Tools that where previously available in the Options menu has moved to more contextually-appropriate tabs on the patient's page.
The insurance tab (abbreviated as "Ins") consolidates all insurance information in one place.
Similarly, all guardian information has been consolidated onto the Guardians tab.
Appointments (abbreviated as "Appts") have been promoted to their own dedicated tab.
Copay Exceptions Schedule is now available next to the Copay field on the Demographics tab.
The ability to write off outstanding balances is now found on the Balances tab.
Billing
In View/Edit Charges, you can now switch a charge's insurance to any of the patient's existing insurances. Based on your selection, the related insurance details -- ID Number, Type, etc. -- will be automatically populated.
An issue was fixed to allow changes to be saved after editing charges or appointments with 0 or a decimal value in the Service Unit field.
An issue which caused the dates of service on the Apply Credit Card Credit page to appear one day in the past has been resolved.
April 1, 2021 Release
General
When the system detects that you have been inactive for 30 minutes, a pop-up will appear with the prompt, "To keep working, click Continue." After clicking Continue, you can resume working exactly where you left off before the pop-up appeared.
Today's Appointments on the Dashboard now displays the same Agenda view as seen in the Scheduler. You can interact with the appointments in the Dashboard much in the same way as on the Scheduler, e.g., hover over the appointment to see additional details in a hover tip, double-click to edit an appointment, or right-click to access the appointment's menu options. Learn more here: Today’s Appointments
Macro functionality is now available when accessing the Web Editor from the appointment menu or from the New section of the main navigation menu. While in Web Editor, you can create a new macro for later use or select an existing macro to insert its pre-defined text into your note. We are continuing to work towards making macro functionality available in all Web Editors throughout the application. Learn more here: Editor Macros
Special characters such as parentheses, quotation marks, periods, and commas may now be used for more precise searching in the Patient Selector.
An issue which prevented the display and search of the patient suffix in the patient dropdown selector has been fixed.
An issue which caused daily patient appointment reminders to be sent for some appointment series scheduled for every 7 or 14 days was resolved.
Scheduler
The appointment menu now includes the option to "Download Last Clinical Note" for your own appointments and clinical notes.
An issue was resolved so that scheduling multiple available time blocks for a provider in the same day will no longer result in the warning "This appointment time is outside the available hours for this provider at this facility." to erroneously appear when an appointment is scheduled during an available time.
An issue was resolved so that superusers with the Record Appointments permission can now record individual appointments in the Scheduler.
Documents
An issue which in specific circumstances prevented signed eSignature documents from moved from Unsigned eSignature Requests into the Patient Chart was resolved.
Persons & Institutions
An issue was resolved so the default selection to use the Practice NPI/TIN or the Assigned Provider NPI/TIN when checking eligibility or batch checking eligibility will now match the default setting on the Preferences tab of the Practice page.
An issue which prevented users from being able to access certain Insurance Companies was resolved.
Billing
Receipt Book will now only show unapplied records by default, reducing load times for practices with a high volume of records. To see already-applied Receipt Book Entries, check the "Show Applied" checkbox. Learn more here: Receipt Book
An issue was resolved so that the automatic calculation for the Receipt Book's Start Date filter is now based on the "Default Months of Payments" value from the Preferences page.
An issue that prevented the patient name from loading after using the EasyNav menu to navigate to the Transfer Patient Payment page was resolved.
An issue that in some cases caused the date of service in the ERA page to appear one day off from the actual date of service has been resolved.
An issue which prevented the deletion of certain payments or adjustments from a charge in View/Edit Charges was fixed.
Tools
An issue which caused the Chrome browser autofill to cover the patient filter field in the Treatment Plan Tool was resolved.
Reports
An issue was resolved so that exporting the Combined Aging System Report as a CSV file will now match the preview of the results, and include patients that only have patient aging information.
Reference Data
An issue which prevented the upload of Document Templates with the .docm format has been fixed.
Patient Portal
Patients can now save their credit card information in the Portal, without the requirement of making a payment. This feature is available for practices with integrated credit card processing. Learn more here: Credit Card Processing
An issue that caused some patients checking in for appointments to incorrectly get a message saying that the appointment had been updated by the provider has been resolved.
Telehealth
An issue that intermittently prevented some providers from initiating a new telehealth session was fixed.
March 10, 2021 Release
General
The Patient selector was improved to allow for more flexibility using any combination of the patient's first name, preferred name, last name, or middle initial while searching. Learn more here: Open Chart Patient Selector
Tables which support column selection and re-positioning will preserve those layout settings for the next time you log in using the same browser and device. For added security and privacy, this does not apply to your filter and search settings, nor does it apply when using "incognito" or "private" browser windows.
Scheduler
An issue was resolved which prevented previously saved modifiers from appearing on the appointment form in some cases.
An issue was resolved which prevented the name of the patient’s insurance from appearing on the Patients tab of the appointment in some specific cases.
Patient Chart
After a patient submits their assigned One-Time Measure via the Portal, that Measure will no longer provide the "Edit End Date" option on the One-Time Measures list in the Patient Chart.
An issue which manifested as an error when attempting an eLab order for patients with special characters in their demographic fields -- or their guarantor's fields -- has been fixed.
Session Documentation
An issue was resolved which prevented changes to the default name and date of Web Editor documents from being saved.
Documents
An issue was fixed to allow unsigned Treatment Plans to be opened from the Unsigned Documents page. Opening a Treatment Plan will launch the Treatment Plan Tool page in a separate browser tab.
Persons & Institutions
An issue was resolved which prevented users without Admin Access permission from saving changes on the Provider page.
An issue preventing Clinical Decision Support (CDS) settings from saving correctly was fixed.
An issue was fixed so that 3-digit values in the Password Valid Days field are clearly visible.
Billing
An issue was resolved which prevented modifiers present in the Fee Schedule from populating on charges created through the Create Charge or Batch Add Charges pages.
An issue was resolved which affected selections made from the Provider dropdown on the Create Charge page in some specific cases.
An issue was resolved which prevented the successful posting of ERA payments which lacked service line information, as in the case with HSA payments from payers.
Tools
An issue which prevented newly created users from accessing Secure Messaging was fixed.
An issue was resolved which prevented a CSV file from being created when patient statements contained large amounts of data.
An issue was resolved which, in certain cases, affected which End Dates were allowed for selection when filtering for Reminders.
Reports
Report Center now includes an eSignature Billing Report which provides visibility into the status of eSignature requests, whether the patient has clicked on the request, or completed it by signing. Since eSignature fees are usage based, the report also indicates which eSignature requests have incurred a charge. Learn more here: eSignature Billing Report
New groupings have been added to Report Center’s Payroll Rate by Payments Collected Report to allow for the calculation of administrative fees from payments collected. Learn more here: Payroll Rate by Payments Collected
An issue was resolved so that after "Apply Remainder to Prepay" the option is used, only prepayments with the "Check" payment type will be listed as Checks on the Day Sheet or Deposit reports.
An issue on the Day Sheet which caused chargebacks from insurance ERAs with EFT payment types to show under the Checks section instead of the EFT section has been fixed.
February 17, 2021 Release
Scheduler
An issue was resolved which prevented the Scheduler from displaying appointments if the selected timeframe included an appointment for a patient with invalid ePrescribing data.
Patient Chart
An issue was fixed so that the patient address on the Overview page will now include the Address 2 field.
An issue which rendered the End Date uneditable for some One-Time Measures in the Patient Chart has been fixed.
Session Documentation
New outcome measure available for Mobile Notes: CIWA-AR (Clinical Institute Withdrawal Assessment of Alcohol Scale, Revised). The CIWA-Ar is a 10-item, provider-administered measure designed to monitor alcohol withdrawal symptoms. Learn more here: CIWA-AR.
Layout and styling improvements allow Mobile Notes pages to now fit better on smaller screens. Additionally, to make it easier to discern which tab has focus, the selected tab is now a more distinct color.
An issue was resolved which prevented users from opening a New Note from Last Word Template when the Word template contained duplicate bookmark names. In the case of duplicate bookmark names, now a warning will appear which references the name of the duplicated bookmarks.
Persons & Institutions
An issue was which fixed which affected the Birthdate field on the Guarantors page when typing in the year.
Billing
An issue which caused charges in the Create Charge page to be created with 0 service units was resolved.
An issue which prevented the auto-population of the Fee Schedule Contractual Adjustment when manually applying insurance payments was resolved.
An issue whereby an error would appear after selecting View EOB for some ERAs was resolved.
Tools
An issue which prevented Appointment Requests from being saved or deleted was fixed.
Telehealth
An issue was resolved so that Telehealth participants using Safari will still be able to see the video from their own camera after another participant has joined.
January 28, 2021 Release
General
An issue which prevented some users from completing their account setup was fixed.
Scheduler
Work Week view now only shows Monday through Friday, while Week view still observes the "First Day of Week" setting from the Preferences page.
An issue which caused indefinite loading after switching between certain views was fixed.
An issue which affected the ability to start Document Template and Web Editor documentation from the Actions menu of recurring appointments was resolved.
An issue which caused non-patient appointments' hovertips to display a previously-viewed hovertip's phone number was resolved.
Patient Chart
An issue was resolved so that eSignature documents are now compatible with eFax.
An issue whereby the addition of a new diagnosis could prevent the editing of any existing diagnosis was resolved.
Persons & Institutions
The Guarantors page has been improved so that searching and filtering are more performant. Additionally, more robust filtering options were added along with the ability to export the list of search results. Learn more here: Guarantors
On the Preferences tab of the Practice page, users with Admin Access permission will now see the following two settings: "Require Transaction Code for Authorizations" and "Require Primary Code for Appointment".
An issue which caused newly created staff to be counted against allowed provider licenses was resolved.
An issue which prevented some users from adding new insurance companies was fixed.
An issue which prevented some users from adding or editing facilities was fixed.
An issue was resolved so that a primary code is required for appointment creation if the "Require Primary Code for Appointment Creation" checkbox is checked on the Practice page.
An issue was resolved so that a transaction code is required for authorizations if the "Require Transaction Code for Authorizations" checkbox is checked on the Practice page.
Billing
An issue which caused an error message to appear when users in View/Edit Charges edited bundled add-on codes was resolved.
Tools
Users with the Admin Access permission may now access the Manage Custom Tabs page. Learn more here: Manage Custom Tabs
Reference Data
An issue which hid the Medicines and Non-Medicine Allergies menu options from some practices was fixed.
Telehealth
An issue was resolved which prevented Telehealth from properly adjusting to video captured in portrait mode.
January 12, 2021 Release
General
- After selecting a patient in the Open Chart dropdown of the main navigation panel, the dropdown field will become empty to facilitate the efficient selection of the next patient.
Dashboard
- An issue was fixed to allow the chronological ordering of Reminders Due.
Scheduler
- The appointment hovertip was modified to include the same icons which appear on the appointment itself. Learn more about the appointment icons here: Appointment Icons in the Scheduler
- When creating a new appointment, your cursor will now automatically be placed into the first required field.
- The Interval, Zoom, and Group by Date fields are now disabled on views for which those settings are not applicable.
- An issue which caused indefinite loading when a Preset View included an inactive provider or facility was fixed.
- An issue was resolved which, in some cases, caused weekly recurrences to be saved for the current day of the week instead of the one shown as selected.
- An issue was resolved which could affect the Start Date of the Recurrence Series after editing its Start Time by typing a 0 followed by the desired hour.
Patient Chart
- If the patient has a preferred name, it will now appear between the first and last name on the title of each of the Patient Chart pages.
- An issue was resolved which prevented users from scrolling through the One-Time Measures list with a mousewheel or touchpad.
- An issue was resolved so that for practices with ePrescribing, medications and allergies will now be visible to Superusers.
Session Documentation
- An issue which caused individuals to be listed twice while selecting document participants was fixed.
- An incompatibility between Web Editor and Chrome's spell check was addressed.
Persons & Institutions
- Users with the Admin Access permission may now manage the user accounts of providers and office staff on those respective pages, including the ability to reset passwords and update permissions. Learn more here: Providers, Office Staff
- On the Preferences tab of the Practice page, users with the Admin Access permission may now set the number of days for which passwords are valid as well as how far in advance password expiration notifications will appear. Learn more here: Practice and Password Valid Days and Expiration
- Miscellaneous settings -- such as whether the practice, facility or provider information shall display in the header of Mobile Notes documentation -- are now available to users with the Admin Access permission on the Preferences tab of the Practice page.
- Users with the Admin Access permission may now manage Availability settings for each facility. Learn more here: Facilities
- Insurance companies which have been inactivated will now no longer be available for selection when assigning an insurance company to a patient or a transaction.
- Providers which have been inactivated will now no longer be available for selection in the Authorization's Provider dropdown list.
- An issue was resolved which prevented users from saving additional edits to provider-specific alternative billing information in the Insurance Company list.
Billing
- The Transfer Patient Payment workflow was updated to increase the efficiency of transferring payment from one transaction to another for the same patient. In case the payment is meant for another patient's transaction(s), the ability to select another patient is still available.
- In the ERA page, the Tx. Ins. Name column will remain visible, regardless of the browser window size.
- An issue which prevented the application of patient payment toward transactions with either a $0 or credit balance was fixed.
- An issue was resolved so that patient payments entered without any check/reference number will show a blank Notes field in View/Edit Charges instead of the word "null".
- An issue was resolved so that after entering an Insurance Refund in View/Edit Charges, its Refund Amount will be properly saved.
- An issue in the ERA Details grid which prevented 6-digit Billing IDs from being displayed in entirety was fixed.
Biller Tools
- An issue was resolved which sometimes prevented the loading indicator from disappearing after Batch Eligibility Checking had completed successfully.
- An issue which could clear the date in the Pending Transaction Queue's Edit Transaction form was fixed.
- An issue was resolved whereby editing a transaction in the Pending Transaction Queue would render its EasyNav menu inaccessible.
Tools
- Patient diagnoses on the Treatment Plan will now be ordered according to their billing order from the Patient Chart. Below those, diagnoses without a billing order will be listed.
- An issue which affected the ability to sort on the Reminders page was fixed.
Reports
- An issue was resolved which affected the formatting of the Facesheet CSV when the file contents included a carriage return.
Reference Data
- In the "MASTER Progress Note - All Tabs and Measures" and "MASTER Intake Note - All Tabs and Measures" templates on the Manage Mobile Notes Templates page, a new tab called "E&M Time" is now available. When the tab is used for documenting a patient appointment, providers will see a "Time Spent on Activities" worksheet which allows for the tracking of non-face-to-face time spent on the appointment’s date of service. Learn more about managing Mobile Notes Templates here: PPS and IO: Manage Mobile Notes Master Templates and more about the E&M Time tab here: E&M Time Note Template
System
- Permissions for Valant employees and superusers can now be managed on the Valant Access page by users with the Admin Access permission. Learn more here: System | Valant Access
- Users with the Admin Access permission will now be able go to the Unlock Locked User Accounts page in order to unlock accounts. Learn more here: Unlock Locked User Accounts
- Clinical Decision Support settings are configurable by role on the CDS Configuration by Role page now available to users with the Admin Access permission. Learn more here: CDS Configuration by Role
December 16, 2020 Release
Scheduler
- Provider and facility columns are now displayed in the same order that they were selected. To modify the columns, re-select the providers and facilities in the desired order.
- Start and End times can now be edited on the appointment's recurrence tab.
- An issue was resolved which prevented some appointments from appearing in the Work Week view after clicking on a Sunday in the mini-calendar.
- An issue which sometimes prevented the auto-resizing of the provider and facility column widths was fixed.
- An issue affecting how the appointments were being displayed on the Timeline Day view was fixed.
Session Documentation
- An issue was resolved which prevented users from starting documentation for recurring appointments which lacked a Primary Code.
Persons & Institutions
- An issue whereby saving EDI Billing Contact changes would revert Practice Preferences settings was fixed.
Billing
- An issue was fixed so that an explanatory message will display whenever the Create Claims process is unsuccessful.
- An issue was resolved which resulted in the previous day's date to auto-populate while adding an Adjustment or Refund Payment in View/Edit Charges.
Tools
- An issue which hid the Editor Macros menu option from staff users was fixed.
December 2, 2020 Release
Scheduler
- In the Day, Week, and Work Week views, cells which start at the top of the hour are now distinguished by more prominent gridlines.
- An issue was resolved which caused a duplicate appointment to appear after editing certain appointments' recurrences.
- An issue was resolved to allow Patient Notifications with the "Notify When Editing Appointment" setting to appear while editing an appointment.
- An issue was resolved which prevented the Patient tab content from appearing when the appointment had been saved with a blank Add-On Code.
- An issue was fixed which caused blurry text when an Appointment Note or Billing Comment contained more than 2 lines of text and the browser's zoom was set to less than 100%.
Patient Chart
- An issue preventing Lab Requests from saving was fixed.
Documents
- An issue preventing the successful completion of the Configure for eSignature workflow was fixed.
- An issue preventing Staff from seeing content on the Unsigned Documents page users was fixed.
Persons & Institutions
- For practices with eLabs, eLabs Facilities can now be configured by users with Admin Access. Learn more here: eLabs Facilities
- An issue which sometimes affected the order of Custom Fields was fixed.
- An issue was resolved which affected the typeahead search functionality of the Assigned Provider and Assigned Facility fields on the Patient Demographics form.
Billing
- An issue with the ERA adjustment checkboxes was fixed.
Tools
- Users with Admin Access can now access the Manage Custom Fields page. Learn more here: Manage Custom Fields
- An issue which hid the Reminders menu option from Staff users was fixed.
Reports
- An issue on the Faxes Status report was fixed so that the correct statuses would appear.
System
- Appointment Categories can now be managed by users with Admin Access. Learn more here: Appointment Categories
Treatment Plan Builder
- For practices with the Treatment Plan Tool enabled, Treatment Plan settings can now be managed by users with Admin Access. Learn more here: Treatment Plan Builder Settings