VERSION 5.11 ADMINISTRATIVE ENHANCEMENTS Presenter: James Tester axiUm Training and Implementation Specialist

EDI & INSURANCE

EDI CLAIMS: IMPROVED USABILITY FOR LIST VIEWS The Include/Exclude Insurance Companies windows now allow clearing options from the selected companies list all insurance companies only those belonging to same parent (group) company

EDI CLAIMS: IMPROVED USABILITY FOR LIST VIEWS (CONT.) New clear buttons Clear Group Clear All

EDI CLAIMS: IMPROVED SORTING SPEED Unsubmitted and Submitted Procedures tabs column heading list sort speed has been improved

EDI CLAIMS: SEARCH BY DATES Now possible to search by either CLAIM date or TREATMENT date in the EDI Claims window

EDI CLAIMS: IMPROVED ABILITY TO APPLY & UPDATE DELAY REASON Unsubmitted Procedures tab now has right click Delay Reason enabled if a treatment already has a Delay Reason one or more claims can also have Delay Reason updated at same time

EDI CLAIMS: IMPROVED ABILITY TO APPLY & UPDATE DELAY REASON (CONT.) Highlight one or more delay reasons and right click Enter Delay Reason to update

EDI CLAIMS: IMPROVED ABILITY TO APPLY & UPDATE DELAY REASON (CONT.) Yes: Apply delay reason to records without previous reasons AND update those with existing

EDI CLAIMS: IMPROVED ABILITY TO APPLY & UPDATE DELAY REASON (CONT.) No: Apply delay reason only to records without a delay reason

EDI CLAIMS: IMPROVED ABILITY TO APPLY & UPDATE DELAY REASON (CONT.) Both options allow a Delay Reason choice from a new window/drop down menu

EDI CLAIMS: NEW RIGHT CLICK OPTION Unsubmitted and Submitted Procedures tabs two new right click options – Select Highlighted Rows – Deselect Highlighted Rows

DEFINING TOOTH SPECIFIC INSURANCE COVERAGE Specific teeth or tooth ranges can now be – defined in a Coverage Template – combined with age specific coverages e.g. D1351, sealants - plan covers 75% for first permanent molars up to age 9 - second permanent molars up to age

DEFINING TOOTH SPECIFIC INSURANCE COVERAGE (CONT.) In coverage templates (in Maintenance or on a Benefit Plan) covered sites can now be selected from new Tooth Sites window

DEFINING AGE SPECIFIC TOOTH SPECIFIC INSURANCE COVERAGE (CONT.) Similarly in age -specific coverage templates (in Maintenance or on a Benefit Plan) sites can also be selected

MISSING STATE LICENSE CAUSES EDI REJECTION EDI rejections now resolved Billing Doctor No. Qualifiers 0B, 1G,G2, LU will be used Also blank billing Doctors Tel. No. now uses Practice No. - not rejected else defaults to G2

NEW ADA 2012 CLAIM FORM axiUm now supports ADA 2012 dental claim forms which became available 1 July

NEW ADA 2012 CLAIM FORM (CONT…) SET UP CLAIM FORM CODES

NEW ADA 2012 CLAIM FORM (CONT…) SET UP INSURANCE COMPANIES

REMOVING DELIMITING CHARACTERS IN CLAIM NOTES EDI claims window comment/remarks text box enhanced Now removes hyphen (-) and colon(:) before submitting claim – ( tilde (~) and asterix (*) already removed

SCHEDULER

CLINIC TIME EXCEPTIONS Non-Clinic Times feature renamed Clinic Time Exceptions Includes new functionality permitting indication that provider is still available for clinic time, but only at specific clinic 38624

CLINIC TIME EXCEPTIONS (CONT.) New ‘Only Available in’ drop down field Indicates (only) clinic provider available in during exception 38624

Provider’s exception time in Scheduler window Hovering over displays popup indicating (only) clinic Provider can be scheduled in CLINIC TIME EXCEPTIONS (CONT.) 38624

MORE APPOINTMENT DISPLAY OPTIONS Scheduler Appointment display options extended 5 additional custom fields making 10 in total

NEW SCHEDULING NOTES FOR SPECIFIC PROVIDERS Providers can record preferences to assist scheduling staff in booking appointments Scheduling staff can view the provider’s notes and preferences for booking appointments

NEW SCHEDULING NOTES FOR SPECIFIC PROVIDERS (CONT.) Accessible from multiple locations

BACKGROUND COLOR SHOWS ON BOOKED APPTS Scheduled appointment block now slightly narrower allowing visible background color/ideal day preferences tooltip on margin hover time block double-booking

POPUP WINDOWS FOR APPOINTMENT DETAILS Customized appointment details can now be displayed in popup window in Patient Appointments Family Appointments Seven other key areas

POPUP WINDOWS FOR APPOINTMENT DETAILS (CONT.) Window permits selection of up to 10 appointment detail lines to display in popup window Setup & customization

POPUP WINDOWS FOR APPOINTMENT DETAILS (CONT.) Spacebar or select Additional Info from right click to display customized Additional Info popup

COPYING PROVIDER WORK SCHEDULE COPIES CHAIR ASSIGNMENTS New ability to copy chair assignments into a new work schedule when copying schedule to same provider axiUm now asks “This provider has specific chairs assigned. Do you want to keep the assigned chairs in the new schedule copied to?”

COPYING PROVIDER WORK SCHEDULE COPIES CHAIRS (CONT.) Copying schedule and Same Chair Warning

COPYING PROVIDER WORK SCHEDULE COPIES CHAIRS (CONT.) Different Provider (with default chair in work schedule) – axiUm asks whether you want to use that chair when copying schedule Work Schedule Assign Same Chair Warning Yes: axiUm assigns same chairs No: axiUm assigns chairs by availability

TRANSACTIONS

NEW FINANCIAL CUSTOM FIELDS 2 new custom fields for - Patient Adjustments - Insurance Payments - Patient Payments New fields capture additional information, eg patient payment or batch Reportable in Info Manager 31873

NEW FINANCIAL CUSTOM FIELDS (CONT.) Transactions window tabs display new custom fields

ABILITY TO SET DEFAULT PAYMENT PLAN TYPE Ability to now set default option in ‘Plan is for’ drop-down field easier for users creating certain types of payment plans eg Ortho disallow users to change default in PowerAdmin

ABILITY TO SET DEFAULT PAYMENT PLAN TYPE (CONT.) Set up

NEW OPTION FOR GUARANTOR RECEIPTS axiUm now generates receipts separately for patients and guarantors payment amount now correctly displayed when guarantor payments are distributed across multiple patients

NEW OPTION FOR GUARANTOR RECEIPTS (CONT.) Patient receipts now display payments – made directly – allocated to – payments held for Guarantor Receipts show payments by guarantor – to own account and – any other responsible for e.g. dependents

NEW OPTION FOR GUARANTOR RECEIPTS (CONT.) Include Payments checkbox impacts both options – selecting the Include payments only checkbox displays only payments (details excluded e.g. charges, treatment information) – deselecting shows both payments and charges

ABILITY TO MANAGE REMARK CODES IN EOB New ability to add, modify, and delete remark codes if no system-added remark codes exist Remark codes were previously read only if no existing codes

ABILITY TO MANAGE REMARK CODES IN EOB (CONT.) Explanation of Benefits (EOB) Details window now has the (Claim Remittance Advice Remark Code) enabled at all times permits codes to be added, deleted or modified on the fly

CLAIM FORM NOW DISPLAYS BILLING DOCTOR FIRST Claim Form Codes window now selecting ‘Use Treating Dentists as Billing Entity’ uses first billing provider on claim form as billing entity for entire claim

CLAIM FORM NOW DISPLAYS BILLING DOCTOR FIRST (CONT.) No billing provider shown on claim form – non-billing provider (e.g. hygienist) shown on first treatment is used

MISCELLANEOUS

CUSTOMIZED INDICATORS ON THE STATUS BAR Usage is very individual Customized for each client Exan support can assist with setup information Some examples of the data that can now be displayed on status bar – Patient Insurance Type – Patient Perio or Caries Risk Category – Patient Last Exam – Doctor has patient in waiting room – Number of patients in the clinic

The indicator can be displayed as Text Color block Image CUSTOMIZED INDICATORS ON THE STATUS BAR (CONT.)

Maintenance - System Tab – to set up – Status Bar Indicators (new) access rights and display preferences by security/user level Type Function

INCREASED FIELD ON LOGON WINDOW Tools menu – ‘Log On As User’ option, Log On window ‘As Station’ field previous maximum entry of 12 characters now increased to 128 characters

NEW FIELD IN INFO MANAGER CLAIMS REPORT Now able to identify insurance companies in Claims reports as dental or medical, previously not possible Info Manager Billing tab claim category now has three additional files available in the report definition window

NEW FIELD IN INFO MANAGER CLAIMS REPORT (CONT.) Each new file has new ‘Ins[1-3] type of Cvg’ field which can be selected into the report

NEW FIELD IN INFO MANAGER CLAIMS REPORT (CONT.) Running the report shows Ins[1-3] Type of Cvg columns selected displaying type as Dental or Medical

ORTHO BILLING TO USE TREATMENT INSTRUCTOR Now when running ortho billing approving user instead of billing user is displayed Correct doctor now printed on claim form not user running the billing process 67500

NOW DISPLAYS PATIENT CHARGE IN VARIOUS WINDOWS In various insurance coverage windows, need to show patient charge amount for each line (e.g. basic, major, ortho) Pt Charge column heading now displayed in following windows’ list views – Benefit Plan Coverage – Coverage Template List – Edit Coverage Template – Linked Coverage Template Explaining coverage details to patients now easier

NOW DISPLAYS PATIENT CHARGE IN VARIOUS WINDOWS (CONT.) Examples of new column heading in Coverage and Linked Coverage Template list windows

IMPROVED SPEED ON AUTO-BATCH Previously running auto-batching would take a long time to process Speed of auto-batching has now been improved

NEW A/R RECONCILIATION BY DEPARTMENT REPORTS New versions of the following reports have now been created – AR Reconciliation report – AR Reconciliation Professional report New reports can be more easily, comprehensively and cost effectively customized to your needs

NEW A/R RECONCILIATION BY DEPARTMENT REPORTS (CONT.) To select and use the new reports go to Station Options in Maintenance

POWER ADMIN – NEW FORM PAGES DETAILS WINDOW Form Page Details window has now been added to PowerAdmin controls security over Toolbar items on any EHR form page gives ability to disable the Calculate button

POWER ADMIN – NEW FORM PAGES DETAILS WINDOW (CONT.) Dialogs section – SHARED branch - New Form Page Details item

INFO MANAGER BANK FIELDS NOW AVAILABLE Trx Bank field has been added in following Info Manager reports – Trx Allocations report – General Transactions report Now able to see bank at which original payment took place eg useful for refund reports

INFO MANAGER BANK FIELDS NOW AVAILABLE (CONT.) Trx Allocations report

INFO MANAGER BANK FIELDS NOW AVAILABLE (CONT.) General Transactions report

NEW SELECT GUARANTOR BUTTON ON GUARANTOR TAB OF PATIENT INFO New Select Guarantor button makes Guarantor search more intuitive New button displays Guarantor Rolodex window (as before)

ABILITY TO SORT LISTS BY CLICKING ON THE COLUMN HEADER Most list views now have column heading sort

ENHANCEMENTS INCLUDED TO

QUESTIONS?

THANK YOU