Disclaimer This webinar may be recorded. This webinar presents a sampling of best practices and overviews, generalities, and some state laws. This should not be used as legal advice. Itentive recognizes that there is not a “one size fits all” solution for the ideas expressed in this webinar; we invite you to follow up directly with us for more personalized information as it pertains to your specific practice and issues. Thank you, and enjoy the webinar.
Upcoming Webinar Evaluating Your Practice’s Financial Health Tuesday April 7 th 12:00 EST
Introductions Sean Harvey Implementation Consultant Cynthia Kincade Jeannie Logue Vice President, Director, Consulting Solutions Managing Consultants
ITENTIVE WEBINAR SERIES NextGen UD2: Sneak Peek PM Enhancements and Features to be Excited About!
Peek vs. Peak
Agenda When Why What UD2 Who How
When? The 5.8 UD2 expected release date is April 22 nd 2015!
Why? UD2 offers many enhancements and new features to benefit your billing and front office staff!
What? Enhancements to be Expected
PM Enhancements • Demographics • Transactions • Insurance • Authorizations • Reporting • Claims • Letters • Eligibility • SIM Groups • National Drug Codes • PM Patient Portal • Bad Debt Integration • Anesthesia Concurrency
Demographics
Patient Demographics • Added ability to arrange the order of the Race dropdown for patient demographics in the EHR or in PM • Added patient notification icons and default preferences for communication Reportable Changes are tracked in significant events and clinical history/notes
Race Selection (Double Click to Populate Race Box)
Race Reorder
Notification Preferences
Encounter Insurance Selection • New columns are now available to display patient insurance information including: Policy number Insurance card on file Detail-2 information Benefit information Authorizations Referrals Eligibility (RTS) • Added the capability to add, remove, and arrange columns on the insurance selection screen based on user preference
Encounter Insurance Selection • Right Click Headers to Add or Remove Columns • Hover Over Push Pins to Display Data
Reporting
Reporting Tool • New columns have been added to the Unapplied Report Guarantor name Birth date Charge amount Insurance 1/2/3 amount Patient amount Encounter copay Line item amount Process date • Associated column filters have been added
Unapplied Report
Report Searching Text Search Capability added to Reports • Flashlight icon added to the tool bar to populate search function • Searching abilities include: Text field Find Next Previous Cancel Stop Match Case
Report Tasking Enhanced Tasking from reports Enables user to choose how a task will be created and what data will be encapsulated in the task. • Encounter tasks will send a task at the encounter level with the encounter-specific detail attached • Account tasks will send account level tasks with account-specific detail attached. • The option for Both is available to create tasks at both levels.
Letters
Consolidated File Maintenance • Letter Types have been moved under the Letters option in the Master Files as opposed to two separate locations • Structure of letter modifications has been made significantly easier to navigate.
Letter Modifications Smith, Christi… • Edit name, description, and header without using SQL to modify. • Single click to add or remove header. • View the creator and last modifier of the letter highlighted. Smith, Christina
New Look and Feel The letter editing window has been enhanced to have a more MS Word-like appeal • Use the toolbar to edit text, paragraph formatting, bullets, etc. • Right-click to populate formatting window to insert tables, images, and format text frames.
Data Repository A new data repository has been added to enhance the macro selection and expand the abilities of letter creation These macros will change based on the letter that is selected
Letter Conversion Utility Prior to utilizing the new letter functionality, your existing documents will need to be converted. As a result, NextGen has created a conversion utility • On the local drive, in the NextGen folder, there is a letter update utility. (c:\Nextgen\NextGen Letter Update Utility.exe) • A simple blue window will populate, with which users can convert the letters • This takes a few seconds, but will only need to be ran one time. Once it is complete, simply exit the utility and restart the application
SIM Groups
SIM Groups SIM Group set-up has been changed to allow the following: Allow single- CPT SIM groups to be created with more than one unit Allow multiple entries of the same SIM into one group
PM Patient Portal Integration
Patient Portal Indicator The Patient Portal icon has been made available in multiple locations: • Appointment Book (Daily View) • Add/Edit Appointment Window • Patient Information Window of the Patient Chart • Status Bar at the Bottom of the Screen
Patient Lookup and Portal Menu Enhancements in Patient Lookup • The Patient Lookup has been changed to add a Patient Portal column Patient Portal Menu – PM • In PM, Patient Portal Menu has been enhanced to include three different options: enrollment, online forms, and send message • The rights to this functionality can be added or removed in system administration
Patient Portal Menu • Enrollment has been expanded into a separate menu to handle enrolling, locking, and unlocking patients • The Online Forms option has been added to the menu to assist in sending, importing, or revoking forms for the patient
Transactions
Advanced SIM Prices Prior to UD2 when Advanced SIM was turned on, the user defined boxes would always be present. With the upgrade, these fields will populate only if they are designated with a label and there is a price listed for that label in the SIM library
Charge Discount Feature • The discount feature allows the user to apply a discount to a charge prior to the releasing the claim • A discount adjustment code is created and associated with the charge in order to account for the amount removed A checkbox has been added to the Modify Transaction Code Information screen in File Maintenance to make the code available for discounts • Discounts can be applied to the encounter as a whole, or to a specific line item on the charge posting screen Line items can be discounted at different rates • Discounts can be applied as a percentage of the whole charge, or a specific dollar amount less than the original charge • Discounts can be reversed by using the Clear Discount button provided on the discount screen
Charge Discount Feature
Discount Feature Set Up Turn the Discount Feature on in File Maintenance -> Practice Preferences. • Create a discount transaction code to be used with the Discount Feature • Check the box that denotes Discount to make it available for use • Create blocked users for those that should not have access to the codes
EHR Crossover • The charge entry pop up that indicates charges have been submitted in the EHR has been re-structured to resemble the choices in the holding tank • Instead of Yes or No, the options have been changed to Process or Reject, which makes them more descriptive of their actions. • The buttons in the holding tank have been re- arranged to reflect this pop up order for consistency
Sub Batch Enhancements For clients that use the Sub Batch feature, the requirement for number of payments is now an option
Account Receipts • From the print icon on the transaction screen, an account receipt option has been added to populate a receipt of payment • When printing, the number of copies needed and the printer that will be used for patient receipts can be selected. Users can preview the document and print as needed
Authorizations
Patient Insurance - Encounter • The Patient Insurance – Encounter window has been enhanced to allow line item level authorizations/referrals any time prior to submission of the claim Prior to UD2, once a charge was entered an authorization could not be linked to an encounter With the upgrade, users can manually link authorizations/referrals to encounters at either the claim level or line item specific level Note the change in labels for the authorization/referral numbers, as well as the new boxes for line item specific detail.
File Maintenance Authorization levels can now be controlled in the Payer Master File in File Maintenance • In the payer table under system tab Claims-2, there is a dropdown for Alternate Claim Send Method for Auth/Referrals. Authorizations can be selected at the claim level or the line item level. This dropdown will enable the line item option for the end user
Claims
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