New Features
Restricted Access for Sensitive Charts
A practitioner may now restrict an individual chart note so that others in the practice cannot view it (only the practitioner who created the note will be able to view it).
This should assist in scenarios where (for example) staff members are also patients or where certain patients are friends/relatives of staff members who should not be able to view the notes.
Mobile Charting
You can now create Basic Notes from the mobile app! Further improvements and expansion of mobile charting functionality will follow in future updates.
Added support for dot phrases in TCM charting sections.
User Interface and Workflow Improvements
User interface updated/improved in many areas of the program, including the Patient Summary information on Superbill, Charting and Patient Dashboard.
Additional improvements to the Kiosk (self check-in) functionality, workflow and appearance.
Patients will no longer see a “messages” option on the portal navigation bar if there are no providers who have enabled patient portal messages.
Integrations and Outbound Communication
Improved outbound webhooks - you can now send additional information upon checkout, including diagnosis codes, services, and insurance-related information.
Lab requisitions sent from Documents will now show in email logs.
Improved reliability of Google Calendar connections.
Added a pop-up/error message when a user attempts to delete a Google Calendar event from inside OptiMantra.
Enabled uploading of historical vaccine information (CT only).
Inventory and Custom Formulations
Cost/price may now be automatically updated in custom formulations when editing inventory items (along with expiration date and lot number).
Security and Permissions
Decreased the rights assigned by default in MDToolbox to new non-prescribing staff members. Existing staff are not affected.
Improvements to XSS protection.
Bug Fixes
Fixed display of extra decimal points in certain credit memos.
Fixed an insurance issue where paid + write-off amount was wrongly giving an error message that the amount was exceeded.
Fixed an issue with editing of custom document types.
Fixed an issue where changing location while editing a superbill would not update the tax rates to the new location's rates.
Fixed failed recurring transactions not displaying properly for Fiserv.
Fixed an issue that could occur when adding/deleting tags.
Fixed an issue that forced capitalization of a patient's first name on certain forms in the mobile app.
Fixed an issue causing incorrect display of fax utilization.