Release Notes September 2023

• Hover over the Billing icon and click on Patient Payments. The Patient Payments page opens.
  1. Filters: By default, all unapplied and assigned patient payments display.
     • To filter by specific criteria:
       • Patient search box: Start typing the patient name to select.
       • Start Date and End Date: Enter a specific date range. 
       • "Do not show applied": Selected by default and displays unapplied and assigned payments only. To display all patient payments, click to deselect.
     • To reset the filters back to the default settings, click Clear Filters.
  2. Columns: To sort by ascending or descending, hover over the column header and click the arrow.
  3. Payment Details: Displays the payment ID, Payment Date, Patient, Payment Amount, Status, Unapplied, and Patient Balance.
  4. Open Payment: To view additional payment details (e.g., patient and payment information, history), and/or take applicable actions (e.g., apply payment amounts, post adjustments, record refunds, settle or reopen charges), click Open Payment.
  5. Pagination: By default, each page displays up to 10 payments.
     • To change how many appointments are displayed per page, click the Rows per page drop-down and select 10, 25, 50, or 75.
     • To navigate forward or back, click the arrows.

1. Hover over the Billing icon and click on Patient Payments. The Patient Payments page opens.
2. Find the payment and click Open Payment. The Apply Payment page opens.
3. Under the Apply Payment section, the unapplied payment amount is automatically distributed to the visit(s) starting from the oldest to newest visit date.
   • To apply a different payment amount to the visit(s), enter the amount under the To Apply column. 
   • To view visit details (e.g., history, service line breakdown), or apply additional actions (e.g., adjustment, settle, reopen, unapply) at the visit or service line level, click the arrow to expand the section.  
4. When finished, click Apply Payments to save. 
   Note: The service lines of the visit are automatically settled if the applied payment amounts create zero balances.

The pre-call test is optional for providers and they can choose to skip the test.

If the provider chooses to run the test, the following equipment will be tested:

1. Camera: Select the appropriate video source and ensure they can see themselves
2. Speaker: Select the appropriate speaker source and ensure they can hear the music
3. Microphone: Select the appropriate microphone source, say a few words into the microphone, and ensure they can hear the playback
4. Connection: Test the network connection speed to ensure consistent quality.

Patients must run the pre-call test before they join the visit to identify any potential technical issues.

The following equipment will be tested:

1. Camera: Select the appropriate video source and ensure they can see themselves
2. Speaker: Select the appropriate speaker source and ensure they can hear the music
3. Microphone: Select the appropriate microphone source, say a few words into the microphone, and ensure they can hear the playback
4. Connection: Test the network connection speed to ensure consistent quality.

To improve visit performance, patients can click the Enable low data mode toggle on to lower the resolution of the videos.