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4.0.0.0 |
Welcome to release 4.0.0.0. There are many new enhancements in this release. The main release video contains all the videos for this release. The videos are also individually linked to their appropriate section below. As always, if there are questions about any enhancement, please contact your support team.
CLICK HERE --- >>>> RELEASE 4.0.0.0 OVERVIEW VIDEO <<<< --- CLICK HERE
Share The Wealth – Have you created phrases for your system? Did you know you can share your phrases with the rest of the ChiroWrite community? Phrases are easily shared from the Administration > WorxPhrase menu. Simply click on the phrase and click the “Share Selected” button. Sharing phrases will allow other DC’s to download your phrases into their ChiroWrite system and you can download phrases that have been shared by other DC’s. We hope every DC will take advantage of the opportunity to help a colleague and share what they have created. If you would like to share but are not certain how, please contact us and we will help you get started.
ChiroIntake - the most requested enhancement over the last several years.
A new service has been added to the ChiroWrite list of products. ChiroIntake allows new patients to fill out standard information from home or wherever using a standard computer, laptop, tablet or even their phone. This information can then be pulled directly into ChiroWrite. Information such as demographics, complaints, auto accident, medical history, social history, outcome assessments, insurance, medications can all be entered by the prospective patient.
This is a new service that must be signed up separately. To preview checkout the website www.chirointake.com and take the "Test Drive".
It is now possible to send a message (Text or Email) to a patient using the Send Message Now feature. This is an option that was available within our scheduler module but many users who are using other systems asked us to make this available within the main ChiroWrite module itself.
To setup go to Administration > System Configuration > Defaults. On the defaults window, go to the Misc tab. There you find the Mail section. Fill this out with your office email information.
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At the patient level, enter the patient email address and/or the patients mobile number AND provider/carrier.
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Then go to the tab that says Scheduler Alerts. On this tab at the top select the type of alert desired for this patient.
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To send a message, open the desired patient. Select Patient Activities > Send Message Now. The Send Message window will open and you can type a subject and a message to be sent. Click "Send" button to send it. If successful, a message box will pop-up with "Message Sent".
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It is possible to create predefined messages. Go to Administration > System Configuration > Send Message Now > Send Message Types. From there you can create message types to be used on the Send Message screen.
If a patient has a cell phone provider that is NOT in the list of providers, then that provider can be added to the system. Go to Administration > System Configuration > Send Message Now > Cell Phone Providers. From there you can add other providers.
Many offices are incorporating other disciplines within their practice. These other providers using ChiroWrite often want the title of the report to be different than the title the chiropractor is using.
To enable this feature go to Administration > System Configuration > Defaults. Select Printing 2 tab. Check Enable custom report titles and save the window.
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Continue configuration under Administration > Reports > Report Configuration. From there, select the desired report and click the "Titles" button. You will be presented with the Report Titles screen.
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Click the New button to add a new title for the selected report. On the Report Title Edit screen, enter a title. You can also enter a Template Override file. This would be used if for example a different logo was desired on this report. Otherwise, leave blank.
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When running a report that has additional report titles defined, the system will prompt for what title to use. In the example below, SOAP Notes was selected and the system prompted for what title to use. If you simply close the window, then the standard title is used. If a title is selected, then it is used.
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Individual patient labels can now be printed using a Dymo LabelWriter 450. Printing is done from the patient demographics window. To use this feature, please contact support once you have the Dymo printer and we will help you configure the drivers needed for printing.
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To setup go to Administration > System Configuration > Labels. Click the "New" button to add a new Label Option.
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Give the label a description and select a Label Type from the drop down.
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Once the Label Option is created, select it and click the "Map" button. Here you can define what information will be displayed on the label. Select an option from the "Available Options" list and use the arrows to move it to the "Selected Options" list.
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To print a label, click the "Print Label" button and you will be presented with a list of labels you have already predefined.
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Click on the desired label. If the label you are are printing uses Case information, then be sure to select the right Case from the Case drop down. Click the "Run" button and your label will print.
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PhysioTec Interface
PhysioTec is a company that provides comprehensive exercise programs for patients. Their extensive library of exercises have video as well as still shots describing how to perform the exercises as defined by the doctor. These exercise programs can be emailed to patients so printing is optional within the office.
Website: www.physiotec.ca
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The PhysioTec program is an external option and signed up with PhsioTec directly. Once you have signed up with PhysioTec and they provide you with your credentials then you are ready to configure ChiroWrite. To configure the PhysioTec interface, go to Administration > System Configuration > Vendors. Click the "New" button and fill in your information as given to you by PhysioTec.
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Once configured, the interface is ready to use. Open a patient and go to Education under the Patient Activities menu. When that opens up, you will see the "PhysioTec" button. Click that and the PhysioTec portal will launch. Once you have selected and saved your exercises, the system will download them to the Education window so you can easily see what you recommended for this patient.
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More offices are implementing digital xrays than ever before. 2020 is a software program used by several xray companies. The software has an export feature that exports JPEG images to a specified folder. ChiroWrite can pickup these images and attach them to the patients.
When creating the patient within the 2020 system, you must have an identifier that ChiroWrite understands. This will be the "Patient Id" from within ChiroWrite. It is also possible to use another identifier. This would be the "External Patient Id" located on Page 2.
Setup from the ChiroWrite perspective involves first setting up the path to where 2020 will export the JPEG images to. Go to Administration > System Configuration > Defaults. On the first tab, enter the path into the "Existing Images Path" field. Select the appropriate option from the "External Xrays" drop down. The option for "2020 X-Rays (Internal)" means that the ChiroWrite Patient Id is used with the 2020 software to link patients. The "2020 X-Rays (External)" means you want to use the External Patient No as defined on Page 2 of the Patient Edit screen to link with 2020.
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When entering patients into the 2020 system, use the ChiroWrite "Patient Id" as the external reference.
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Images will show up on the travel card within the attached documents section.
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No Printing of Diagnosis on SOAP Notes
If you do not want your diagnosis to print on individual SOAP notes, select the "Do NOT print diagnosis on SOAP Notes" check box. We do not recommend this option unless you know specifically those you are sending notes to will not care.
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Spell Check Custom Buttons
Spell checking was added to the system a few releases back. However, the custom button screens were not included. Spell checking has been expanded to include both when creating the buttons with Administration and also when being used within the actual SOAP or Exam flows. Spell checking can be turned on under Administration > System Configuration > Defaults. Go to the Global 4 tab and turn on the "Enable Spellchecking" option.
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Here is an example on the administration level.
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This is an example from with a SOAP.
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Allow Max Characters On Worxphrase
Some doctors like to write a novel when it comes to their notes. Three sections allow for this: plan goals, plan comments and narrative ending. However, the WorxPhrases allowed a limited set of characters to be entered (5000). This option allows for MUCH more space when entering a WorxPhrase under any of these 3 sections.
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Kiosk
It is now possible for a brand new patient to supply all of their information through the kiosk. Before this enhancement, a patient had to be added into the system. Then they could sign in and fill out the screens such as complaints, auto accident, medical history, etc. This enhancement allows the patient to add in their demographic information as well.
To configure, go to Administration > System Configuration > Kiosk Settings. On the "Misc" tab, find the "Patient Input" section. Check the box to enable the functionality. The PIN is what the patient will type in to let the system know they are a new patient. Enter a 4 digit pin. The instructions are what will show to the patient once they sign in.
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Once configured, a new patient will enter a phone number of "(999) 999-9999". Then they would enter the PIN that you created with the Kiosk Settings.
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The first screen displayed will capture basic demographic information as seen below.
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The next screen captures address and email information.
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The patient will then be presented with the option to create their personal PIN. At this point the kiosk will continue to behave just as before taking them through the options you have configured.
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For new patients, the Kiosk can new capture medications and medication allergies. The medications presented to the patient are those that you have already entered into your system. These medications can be entered under Administration > Medications. For the allergies, the Reactions need to be entered first so the patient has options to pick from. These are entered under Administration > Reactions. This is existing functionality that has been in the system for about 9 years.
To enable medications or allergies through the kiosk, go to Administration > System Configuration > Kiosk Settings. Click the options under the New Patient section.
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Then click the "Meds" button which will allow you to indicate what medications will be displayed to the patient.
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On the "Edit Medications on Kiosk" screen, check which medications you wish to display to the patient and Save.
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Here is an example of how the medications show for the patient to select from.
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Here is an example of how the medication allergies will show.
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Do NOT Treat As Sign In Only - Ask Questions
Some offices are more wellness based and when using the kiosk find that they do not want the patients answering questions about subjective. While it was possible to click the "Sign in only" option on the kiosk tab in the case, it had to be done for many people. Most offices in this situation usually just make the Kiosk work as "Sign in only" and no questions are asked for everyone. However, perhaps we do want subjective information from just a few patients. This can now be accomplished using the "Do not treat as sign in only" option on the Case Edit.
Open a patient and edit the Case. On the Case screen click the "Kiosk" tab. Click the "Do not treat as sign in only" option and save.
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Alert on outcome assessment
It is possible to have the Kiosk capture an outcome assessment such as an Oswestry or Neck Disability. However, many doctors do not know this was performed by the patient and wanted an alert to let them know an outcome was done today. A new option will allow for that.
Go to Administration > System Configuration > Kiosk Settings. Click the "Outcome Assessments 1" tab and select the option "Alert of Outcome Assessment is performed".
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Here is an example of what will be displayed when the patient is opened in ChiroWrite.
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Scheduler
A new option in the scheduler allows you to quickly open a patient in ChiroWrite if necessary. Simply select which ever patient you wish to open. Once the patient is selected, this action can be done from either the Patient Activities menu or by right clicking on the patient's appointment.
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Generation of patients lists is quite commonly asked for. Most lists can be generated using the "Custom Reports" options under Office Activities. We have decided to create the more common list requests under a new and simpler window. The list type options will grow over time as suggestions are made.
This new functionality is found under Office Activities > Generate Patient Lists. Select the "List Type" and enter any criteria to go with it. Then click the "Search" button.
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Results will show on the results tab. Here is an example when result style is "Contact".
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Here is an example when the result style is "Case"
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To print or export, click the "Print Export Results" button. Once the viewer opens, click the print option or the disk to export in one of several formats including Excel or PDF.
Memberships/Plans - Bonus Visits, Discounts
The membership functionality has been enhanced to allow for bonus visits and discounts off of your regular price. If for example your set your price of a membership for $1000, then you can offer discounts to various people without having to create a new custom plan. Same for the bonus visits, if you decide to offer someone extra visits, this can be done using the bonus visits.
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Payment Posting Order
By default, any payments made are applied to older outstanding transactions first. These new options give an office more flexibility on how payments are distributed. Select the desired posting order if necessary to change.
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Report Sorting
As new reports are added to the system, it becomes difficult to find the reports you like to use most often. With this feature you can now move the reports that the office uses to the top so they are easy to find. Simply click on the report and use the "Up" and "Down" buttons to sort them into the order you like.
Go to Office Activities > Reports. Select a row and use the arrow buttons to move the report.
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New functionality has been added to allow combining multiple reports together so they can be run once instead of running them individually. This feature can be configured under Administration > Reports > Setup Combined Reports. Click New to add a new combined report. Once the report has been added, select it and click the "Config" button.
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On the configuration screen, click New and then select a report to be combined into this new report. Select the desired options and click Save. Repeat for each report desired to be combined in this newly created report. You may use the Up and Down arrows to order the combined reports.
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The new combined report will be available within the standard Office Activities > Reports. Select it, give a date range and click "Run".
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Custom Schedules Per Provider
Currently when an office has multiple providers, each provider displayed on the schedule looks the same in terms of hours available as defined in the global scheduler settings. This enhancement allows a provider to have different hours available therefor offering custom hours per provider.
Found under Administration > Providers. Edit the desired provider and click the "Work Days" tab. Customize the hours as needed.
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Family Booking
The family booking enhancement allows multiple patients that are related together to be booked at the same time. Family members are related together under Patient Activities > Relations.
To enable this option go to Administration > Schedule > Settings. Click the "Enable Family Booking" option and save.
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When making an appointment for a patient and the save button is pressed, a new window will pop-up if there are any relations set. Click on any additional family members you wish to also add on the schedule and then click "Close". If there are no further family members to add simply click "Close". This window only shows up if there are relations.
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Room Assignment
From an appointment, you can now assign a room that the patient is going to be placed. After the patient has been arrived, right click on the appointment and the "Assign Room" option will be available. Click this to be presented with the assign window.
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On the assign window, select the room and click "Save". There is also an option on the Administration > Scheduler > Settings main tab called "Show Room Assignment On Appointment". Click this if you would to see the assigned room visible on the patient's appointment.
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A new past due statement has been created that is much more detailed than the past due notices were.
Go to Office Activities > Patient Statements. Select the statement date you with to use. Select the period dates. These dates will determine what transactions show on the statement. For example selecting Mar 1 to Mar 31 will show all transactions for the selected patient between those dates. If there are transactions older that are past due, they will be summed into a single line "Balance Forward" with the amount of the past due before the statement dates. You may also limit the list by insurance or cash patients by using the "Insurance" drop down. If you click the option "Insurance Processed Transactions Only", then only transactions that have had some type of insurance activity will be included.
The "Open Patient" button will take you to the highlighted patients Fee History.
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Here is a sample of a patient statement.
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Auto Checkout Appointments
If desired, appointments can be checked out when the SOAP/Exam note is marked as complete. This is useful for office where the doctors works by themselves or the practice is mainly a walk-in practice, no appointments made and patients are checking in through the Kiosk station.
To enable go to Administration > System Configuration > Defaults in the ChiroWrite module. On the "Global 2" tab, select the option "Auto check out Appointments on Note Complete".
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Google Sync
The Google sync feature in the scheduler currently sends appointments to your Google calendar with MIMINAL information. Simply that there is an appointment in this time slot. Some have asked for more detailed information to be sent about the appointments. Please consider national privacy regulations if you decide to customize what is sent.
To configure, go to Administration > Schedule > Settings. Click on the "Google Sync" tab. There are 3 lines that can be customized if desired.
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Billing Enhancements
The past year has seen a multitude of enhancements to our Insurance billing features. We would like to thank all the offices that contributed suggestions to improve our system. Please keep them coming.