Synergy EMR Version 6.9.79 Release Notes

HealthCare Assistant (Back Office)

Upgraded Features or Functionality

  • Assign a default COA for caregiver to be used when scheduling.
  • List of claims on the ledger screen in the patient’s chart, so you can view both claims and ledger on one screen
  • Ability to post appointments directly from the scheduler that shows in the patient chart (which is also new!)
  • Hovering over the insurance on intake and chart list,you can see the MBI number.
  • Patient demographics tab also includes MBI number
  • Documents – treatment summary button also includes medications tab
  • If an effort to load information faster, we have implemented pagination on QA Review, view all patients, view all claims, view all charts, visits posted, view all authorizations sections (meaning only so many items, and then click next page)
  • Based on user feedback, we have created an agency setting to include physician signature by default
  • User can view appointment details in pop-up window instead of full screen
  • “View Document Fax Log” has a new look!
  • QA Review – Ability to sort/filter based on the date submitted
  • Documents – history of GG oasis questions will now include a range of answers as opposed to a single answer
  • Assign documents to reoccurring appointments
  • Can reassign multiple appointments to a single caregiver at once.
  • Ability to add attachments in authorizations
  • Eligibility Logs – hovering over entry will display results

Fixes

  • Patient Search doesn’t search for first name (e.g. “Jones, M” says no results, “Jones” finds it)
  • For discharged and archived button, re-admit button is missing
  • On Caregiver visit list, cannot choose inactive and specific caregiver together on report filters
  • 1500 Claims – display inactive physicians with red
  • ERA Creation – default will now be FEP instead of PEP

CareGiver Assistant (Clinician Portal)

Upgraded Features or Functionalities

  • User can view appointment details in pop-up window instead of full screen
  • Surveyor user has a user-right to remove the option to print documents
  • Documents – treatment summary button also includes medications tab
  • Documents – history of GG oasis questions will now include a range of answers as opposed to a single answer
  • Calendar Tab in Patient chart – hovering over appointment displays information
  • Assign documents to reoccurring appointments
  • Opening appointment details opens in a new pop-up window that can be moved around scrren.

Fixes

  • Iphone – Plan of Care printout wouldn’t load.