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

3. EDI & INSURANCE

4. 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 126202

5. EDI CLAIMS: IMPROVED USABILITY FOR LIST VIEWS (CONT.) 126202 New clear buttons Clear Group Clear All

6. EDI CLAIMS: IMPROVED SORTING SPEED Unsubmitted and Submitted Procedures tabs column heading list sort speed has been improved 126239

7. EDI CLAIMS: SEARCH BY DATES Now possible to search by either CLAIM date or TREATMENT date in the EDI Claims window 126241

8. 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 126243

9. EDI CLAIMS: IMPROVED ABILITY TO APPLY & UPDATE DELAY REASON (CONT.) 126243 Highlight one or more delay reasons and right click Enter Delay Reason to update

10. EDI CLAIMS: IMPROVED ABILITY TO APPLY & UPDATE DELAY REASON (CONT.) Yes: Apply delay reason to records without previous reasons AND update those with existing 126243

11. EDI CLAIMS: IMPROVED ABILITY TO APPLY & UPDATE DELAY REASON (CONT.) No: Apply delay reason only to records without a delay reason 126243

12. EDI CLAIMS: IMPROVED ABILITY TO APPLY & UPDATE DELAY REASON (CONT.) Both options allow a Delay Reason choice from a new window/drop down menu 126243

13. EDI CLAIMS: NEW RIGHT CLICK OPTION Unsubmitted and Submitted Procedures tabs two new right click options – Select Highlighted Rows – Deselect Highlighted Rows 126626

14. 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 15 119978

15. 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 119978

16. 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 119978

17. MISSING STATE LICENSE CAUSES EDI REJECTION EDI rejections now resolved Billing Doctor No. Qualifiers 0B, 1G,G2, LU will be used 131019 Also blank billing Doctors Tel. No. now uses Practice No. - not rejected else defaults to G2

18. NEW ADA 2012 CLAIM FORM axiUm now supports ADA 2012 dental claim forms which became available 1 July 2012 130727

19. NEW ADA 2012 CLAIM FORM (CONT…) SET UP CLAIM FORM CODES 130727

20. NEW ADA 2012 CLAIM FORM (CONT…) SET UP INSURANCE COMPANIES 130727

21. REMOVING DELIMITING CHARACTERS IN CLAIM NOTES 87373 EDI claims window comment/remarks text box enhanced Now removes hyphen (-) and colon(:) before submitting claim – ( tilde (~) and asterix (*) already removed

22. SCHEDULER

23. 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

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

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

26. MORE APPOINTMENT DISPLAY OPTIONS Scheduler Appointment display options extended 5 additional custom fields making 10 in total 121023

27. 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 124401

28. NEW SCHEDULING NOTES FOR SPECIFIC PROVIDERS (CONT.) 124401 Accessible from multiple locations

29. 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 124528

30. POPUP WINDOWS FOR APPOINTMENT DETAILS Customized appointment details can now be displayed in popup window in Patient Appointments Family Appointments Seven other key areas 125085

31. POPUP WINDOWS FOR APPOINTMENT DETAILS (CONT.) 125085 Window permits selection of up to 10 appointment detail lines to display in popup window Setup & customization

32. POPUP WINDOWS FOR APPOINTMENT DETAILS (CONT.) Spacebar or select Additional Info from right click to display customized Additional Info popup 125085

33. 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?” 130710

34. COPYING PROVIDER WORK SCHEDULE COPIES CHAIRS (CONT.) 130710 Copying schedule and Same Chair Warning

35. 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 130710 Work Schedule Assign Same Chair Warning Yes: axiUm assigns same chairs No: axiUm assigns chairs by availability

36. TRANSACTIONS

37. 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

38. NEW FINANCIAL CUSTOM FIELDS (CONT.) 31873 Transactions window tabs display new custom fields

39. ABILITY TO SET DEFAULT PAYMENT PLAN TYPE 125824 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

40. ABILITY TO SET DEFAULT PAYMENT PLAN TYPE (CONT.) 125824 Set up

41. NEW OPTION FOR GUARANTOR RECEIPTS 126102 axiUm now generates receipts separately for patients and guarantors payment amount now correctly displayed when guarantor payments are distributed across multiple patients

42. 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 126102

43. 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 126102

44. ABILITY TO MANAGE REMARK CODES IN EOB 126150 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

45. 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 126150

46. 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 132509

47. 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 132509

48. MISCELLANEOUS

49. 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 124381

50. The indicator can be displayed as Text Color block Image 124381 CUSTOMIZED INDICATORS ON THE STATUS BAR (CONT.)

51. Maintenance - System Tab – to set up – Status Bar Indicators (new) access rights and display preferences by security/user level 124381 Type Function

52. 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 127325

53. 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 103880

54. 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 103880

55. 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 103880

56. 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

57. 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 125702

58. NOW DISPLAYS PATIENT CHARGE IN VARIOUS WINDOWS (CONT.) Examples of new column heading in Coverage and Linked Coverage Template list windows 125702

59. IMPROVED SPEED ON AUTO-BATCH Previously running auto-batching would take a long time to process Speed of auto-batching has now been improved 126192

60. 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 124259

61. NEW A/R RECONCILIATION BY DEPARTMENT REPORTS (CONT.) To select and use the new reports go to Station Options in Maintenance 124259

62. 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 130155

63. POWER ADMIN – NEW FORM PAGES DETAILS WINDOW (CONT.) Dialogs section – SHARED branch - New Form Page Details item 130155

64. 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 132540

65. INFO MANAGER BANK FIELDS NOW AVAILABLE (CONT.) 132540 Trx Allocations report

66. INFO MANAGER BANK FIELDS NOW AVAILABLE (CONT.) 132540 General Transactions report

67. NEW SELECT GUARANTOR BUTTON ON GUARANTOR TAB OF PATIENT INFO 123791 New Select Guarantor button makes Guarantor search more intuitive New button displays Guarantor Rolodex window (as before)

68. ABILITY TO SORT LISTS BY CLICKING ON THE COLUMN HEADER 119967 Most list views now have column heading sort

69. ENHANCEMENTS INCLUDED TO 5.11.05

70. QUESTIONS?

71. THANK YOU