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Enhancement to Patient Merge, which allows a user to mark the source patient as Inactive and select an Inactive Reason: Patient Merge - Mark as Inactive (Jira EX-56627).
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Transaction Changes | 12.19
Additional ability to correct a receipt if the amount has been entered incorrectly. This can be done without deletion even if the receipt has been partly or fully allocated
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Adjustments
- The adjustment screen has been made simpler and shows you the net result of your adjustment before you make it
- Deleting an adjustment will be dis-allowed if it would leave a transaction over allocated, or over adjusted.
Allocations
- Where adjustments, refunds, re-submissions, write-offs and discounts occur that would leave a transaction over allocated, the over-allocation will be 'reversed' back to any source transactions from the adjustment.
- If deleting an allocation would leave a transaction over allocated then the deletion will be dis-allowed.
Refund Wizard
The refund wizard front screen now shows a description for each of the options. Options that are not available are grayed out. Eg if the patient has a zero balance, the option to refund unused deposits is grayed. There is a new option to Correct a receipt, which is a available provided the patient has a receipt on their account.
If you opt to correct a receipt, you are asked to select the receipt you want to change, and then enter the amount that the receipt should have been. You will not have to calculate any adjustments, this will be done automatically by the system.
If the amount is less then before and the receipt has already been allocated, then any shortfall will be reversed from the invoice.
e.g
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The
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Adjustments
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adjustments screen has been made simpler, and now tells you what the result of the adjustment will be before you make it.
Adjustments can also make use of the reverse allocations capability introduced for the refund wizard. If the amount adjusted is more than the unallocated amount remaining on a receipt, then funds will be retrieved from any invoices that they were distributed to. If adjusting an invoice and the amount remaining is lower than the amount of funds already allocated to the invoice, then they will be pushed back
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Sorting on Patients Contacts Tab | 12.18
By default the Contacts tab of a Patients file are sorted by Oldest to Newest, with the latest contact at the bottom of the list.
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to
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the
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Transaction Changes | 12.18
Refund Wizard
- Additional ability to correct a
receipt
if the amount has been entered incorrectly.
This can be done without deletion even if the receipt has been partly or fully allocated. - Reworked the screens to provide more direction up front and show adjusted or involved amount where it makes sense.
- Options that can't be done are now grayed out.
- Security can be set for each option in the
Adjustments
- The adjustment screen has been made simpler and shows you the net result of your adjustment before you make it
- Deleting an adjustment will be dis-allowed if it would leave a transaction over allocated, or over adjusted.
Allocations
- Where adjustments, refunds, re-submissions, write-offs and discounts occur that would leave a transaction over allocated, the over-allocation will be 'reversed' back to any source transactions from the adjustment.
- If deleting an allocation would leave a transaction over allocated then the deletion will be dis-allowed.
Refund Wizard
The refund wizard front screen now shows a description for each of the options. Options that are not available are grayed out. Eg if the patient has a zero balance, the option to refund unused deposits is grayed. There is a new option to Correct a receipt, which is a available provided the patient has a receipt on their account.
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With new correction option you can select the receipt and type in the correct amount, $5. The system will calculate the adjustment (-$45) and calculate the $15 allocation, leaving the invoice with the correct open amount.
Adjustments
The adjustments screen has been made simpler, and now tells you what the result of the adjustment will be before you make it.
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Sorting on Patients Contacts Tab | 12.18
By default the Contacts tab of a Patients file are sorted by Oldest to Newest, with the latest contact at the bottom of the list.
You are now able to change the sort order of a Patients Contacts Tab to display the Newest contact entry at the top of the list.
Edit Allocations Security update | 12.18
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Associates Report | 12.17
This report shows all invoices, receipts, adjustments, and allocations for a selected time period – the report is turned on by default in this version of EXACT.
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Obfuscate a Database | 12.15
A Tool which can be utilised in order to obfuscate an EXACT database. ("alter code while preserving its behavior but conceal its structure and intent..." )
This tool deletes the practice ID & creates false patient communication information, making it impossible for the data to connect to 3rd party systems automatically.
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As of EXACT 12.15, the UK/EIRE Country install will contain functionality to initiate a Live Chat session with an EXACT Support Rep.
There will be a controlled roll out of this Live Chat Service, and ultimately access to it needs to be controlled centrally via SOE Connect, but for MVP it will be enabled per database via a Super User config setting.
If Trials are successful, and resources are available, APAC Support may well require the Live Chat options to be enabled in a future version
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