Release Notes June 2021

1. Hover over the User icon and click on Practice Settings. The Practice Settings page opens.
2. Click Clinical. Additional setting options expands.
3. Click Chart View. The Chart View page opens.
4. Preview what section(s) will be hidden.
5. Click On to hide the section(s) for users. A confirmation message displays.

Users can further customize the patient chart to override the practice's Chart View setting. If the practice's Chart View settings is disabled, users can still customize the patient facesheet to their needs.

Note: Chart view customization is user specific and applies to all patient charts.

1. Access a patient's chart.
2. Click Customize View. The Customize Change View pop-up window opens.
3. Click to clear the section(s) to hide or click to select the section(s) to display on the Sidebar.
4. Click to clear the section(s) to hide or click to select the section(s) to display on the Facesheet.
5. Click Save when finished. The Sidebar and Facesheet displays the user's customized view.

1. Hover over the Platform icon and click on Patient Communications. The Patient Communications page opens.
2. Click the drop-down arrow to select the provider these settings apply to.
3. Click on the Appointment Confirmation, Appointment Update, Advance Notice, Appointment Reminder, or Day-of Reminder card to access the reminder's customization. The reminder page opens.
4. Customize the Office Email reminder and add an additional message to the Office Text reminder (when applicable).

1. Edit the Top Text and/or Bottom Text message. The new message displays in the email preview.
   • Use a macro to insert the patient name, provider name, service location phone number, or option to send a message in the desired place.
   • To preview the message for a specific service location, click the Preview for Service Location drop-down and select the service location.
   • To restore the default message, click Reset. Then, click OK on the confirmation pop-up window.
2. Click Save when finished or if applicable, customize the office text reminder.

1. Click Office Text. The Text Customization displays.
2. Enter an additional message (144 characters max) to send with the appointment reminder. The message displays in the text preview.
   • To preview the message for a specific service location, click the Preview for Service Location drop-down and select the service location.
   • To remove the additional message, click Reset. Then, click OK on the confirmation pop-up window.
3. Click Save when finished.

1. Create a new custom form.
2. Click Add Question. The Question section displays in the form.
3. Select Checkbox from the drop-down.
4. Enter the question.
5. Enter the multiple choice options.
   • To remove the option, click the X icon.
6. Click Add Option to add additional options.
7. Continue to add additional options or questions as necessary.
8. Click Preview to see the patient's view. The preview pop-up window opens.

9. Click X to close the preview pop-up window.
10. Continue editing the custom form or click Save when finished.

Once saved, the front office can send the form to the patient through the Patient Intake workflow.

1. Hover over the User icon and click on Practice Settings. The Practice Settings page opens.
2. Click Edit. The Edit Practice page opens.
3. Click Upload. The Edit Practice Logo pop-up window opens.

4. Drag an image from your desktop or click browse for a photo and select an image from your computer. The selected image displays in the Edit Practice Photo pop-up window. The image must meet the following criteria to be uploaded:
   •  File type: .jpg, .jpeg, .png, .tif, or .gif
   • File size: smaller than 2mb
   • Measurements: minimum 200 pixels in width and 200 pixels in height
5. Click and drag the crop box over the desired area of the image. The area inside of the box is uploaded.
6. Click Crop when placement is complete.
7. Review the image and click Confirm crop to save the image, or click Redo crop to make additional changes. The uploaded image displays under Practice Logo.

8. Click Save when finished. The logo now displays on the practice online scheduler.
   Note: Once saved, the uploaded image cannot be removed. If desired, upload a new image to replace the current image.

1. Access the practice's online scheduler.
2. The practice logo displays at the top left of the page.

1. Add or Edit a service location. The New or Edit Service Location pop-up window opens.
2. Click to clear "Display location on practice scheduling page".
3. Click Save when finished. The service location is removed as an option from the practice online scheduler.

1. Hover over the Platform icon and click on Provider Profiles. The Provider Profiles page opens.
2. Click Manage on the right of the provider name. The Provider's Profile page opens.
3. Scroll down to the Online Appointment Booking section of the Provider Profile.
4. Hover over Online Booking Settings and click Edit. The editor opens.
5. Click to select "Accept Self-pay Only".
6. Click Save Changes when finished.

1. Access the patient's chart.
2. Click Account. The Account page opens.
3.  Click the Payment Cards tab. The Payment Card page opens.
4. Click +Add a Card. The Enter a Card pop-up window opens.
5. Enter the payment card information.
   • Optionally, add a Card Nickname.
6. Enter notes (up to 500 characters) into the Comments/Instructions for Practice field.
   Note: The saved note is not for internal use only. Patients can view and edit the saved note when they complete the Credit Card Authorization form.
7. Enter the Billing Address.
8. Optionally, click to select the card as default.
9. Click Save Card when finished. The note displays in the Payment Cards tab, when collecting a payment, and in the Credit Card Authorization form (Engage subscribers).

1. Access the patient's chart.
2. Click Account. The Account page opens.
3. Click the Payment Cards tab. The Payment Card page opens.
4. Click Action > Show Details.
5. The card information and notes displays.

For Engage Subscribers, send the Credit Card Authorization form to allow patients to electronically sign the authorization form. Patients can manage their card(s) on file, including viewing and editing the saved note.

View Note

1. The patient opens their Patient Intake Form and clicks Get Started.
2. Patient clicks Action > Show Details.
3. The card information and notes displays.
4. Patient reviews the terms and electronically signs the form by typing their name in the designated field.
5. Patient clicks Next to continue and then clicks Submit Form to complete the patient intake.

1. The patient opens their Patient Intake Form and clicks Get Started.
2. Patient clicks Action > Edit. The pop-up window opens.
3. Patient edits the Comment/Instructions for Practice note.
   Note: Comments edited by the patient overwrites existing notes.
4. Patient clicks Save Card.
5. Patient reviews the terms and electronically signs the form by typing their name in the designated field.
6. Patient clicks Next to continue and then clicks Submit Form to complete the patient intake.

1. Initiate a payment for the patient.
2. The note displays under the saved card.

1. Add or Edit an insurance case. The Add or Edit Insurance Case page opens.
2. Click the Conditions tab. The Conditions page opens.
3. Click to select whether the patient condition is related to: "None", "Auto Accident", "Employment", or "Other accident".
   • If "Auto Accident" is selected, click to select the state from the drop-down menu.
4. Click to select whether the service provided is related to: "Pregnancy", "EPSDT", "Family planning", "Homebound", or "An emergency".
   • If "EPSDT" is selected, click to make a selection from the drop-down menu if necessary.
5. Under the Add events related to condition section:
   • Enter the Date or Date Range. 
     Note: The Type of date auto-populates based on the previous selection's requirements. 
   • To add an additional event, click Add event.
   • To remove an additional event, click Delete. 
6. Click Save & Finish.