VERSION 5.11 ADMINISTRATIVE ENHANCEMENTS Presenter: James
Tester axiUm Training and Implementation Specialist
Slide 3
EDI & INSURANCE
Slide 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
Slide 5
EDI CLAIMS: IMPROVED USABILITY FOR LIST VIEWS (CONT.) 126202
New clear buttons Clear Group Clear All
Slide 6
EDI CLAIMS: IMPROVED SORTING SPEED Unsubmitted and Submitted
Procedures tabs column heading list sort speed has been improved
126239
Slide 7
EDI CLAIMS: SEARCH BY DATES Now possible to search by either
CLAIM date or TREATMENT date in the EDI Claims window 126241
Slide 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
Slide 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
Slide 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
Slide 11
EDI CLAIMS: IMPROVED ABILITY TO APPLY & UPDATE DELAY REASON
(CONT.) No: Apply delay reason only to records without a delay
reason 126243
Slide 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
Slide 13
EDI CLAIMS: NEW RIGHT CLICK OPTION Unsubmitted and Submitted
Procedures tabs two new right click options Select Highlighted Rows
Deselect Highlighted Rows 126626
Slide 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
Slide 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
Slide 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
Slide 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
Slide 18
NEW ADA 2012 CLAIM FORM axiUm now supports ADA 2012 dental
claim forms which became available 1 July 2012 130727
Slide 19
NEW ADA 2012 CLAIM FORM (CONT) SET UP CLAIM FORM CODES
130727
Slide 20
NEW ADA 2012 CLAIM FORM (CONT) SET UP INSURANCE COMPANIES
130727
Slide 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
Slide 22
SCHEDULER
Slide 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
Slide 24
CLINIC TIME EXCEPTIONS (CONT.) New Only Available in drop down
field Indicates (only) clinic provider available in during
exception 38624
Slide 25
Providers exception time in Scheduler window Hovering over
displays popup indicating (only) clinic Provider can be scheduled
in CLINIC TIME EXCEPTIONS (CONT.) 38624
Slide 26
MORE APPOINTMENT DISPLAY OPTIONS Scheduler Appointment display
options extended 5 additional custom fields making 10 in total
121023
Slide 27
NEW SCHEDULING NOTES FOR SPECIFIC PROVIDERS Providers can
record preferences to assist scheduling staff in booking
appointments Scheduling staff can view the providers notes and
preferences for booking appointments 124401
Slide 28
NEW SCHEDULING NOTES FOR SPECIFIC PROVIDERS (CONT.) 124401
Accessible from multiple locations
Slide 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
Slide 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
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POPUP WINDOWS FOR APPOINTMENT DETAILS (CONT.) 125085 Window
permits selection of up to 10 appointment detail lines to display
in popup window Setup & customization
Slide 32
POPUP WINDOWS FOR APPOINTMENT DETAILS (CONT.) Spacebar or
select Additional Info from right click to display customized
Additional Info popup 125085
Slide 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
Slide 34
COPYING PROVIDER WORK SCHEDULE COPIES CHAIRS (CONT.) 130710
Copying schedule and Same Chair Warning
Slide 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
Slide 36
TRANSACTIONS
Slide 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
Slide 38
NEW FINANCIAL CUSTOM FIELDS (CONT.) 31873 Transactions window
tabs display new custom fields
Slide 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
Slide 40
ABILITY TO SET DEFAULT PAYMENT PLAN TYPE (CONT.) 125824 Set
up
Slide 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
Slide 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
Slide 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
Slide 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
Slide 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
Slide 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
Slide 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
Slide 48
MISCELLANEOUS
Slide 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
Slide 50
The indicator can be displayed as Text Color block Image 124381
CUSTOMIZED INDICATORS ON THE STATUS BAR (CONT.)
Slide 51
Maintenance - System Tab to set up Status Bar Indicators (new)
access rights and display preferences by security/user level 124381
Type Function
Slide 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
Slide 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
Slide 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
Slide 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
Slide 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
Slide 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
Slide 58
NOW DISPLAYS PATIENT CHARGE IN VARIOUS WINDOWS (CONT.) Examples
of new column heading in Coverage and Linked Coverage Template list
windows 125702
Slide 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
Slide 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
Slide 61
NEW A/R RECONCILIATION BY DEPARTMENT REPORTS (CONT.) To select
and use the new reports go to Station Options in Maintenance
124259
Slide 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
Slide 63
POWER ADMIN NEW FORM PAGES DETAILS WINDOW (CONT.) Dialogs
section SHARED branch - New Form Page Details item 130155
Slide 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
Slide 65
INFO MANAGER BANK FIELDS NOW AVAILABLE (CONT.) 132540 Trx
Allocations report
Slide 66
INFO MANAGER BANK FIELDS NOW AVAILABLE (CONT.) 132540 General
Transactions report
Slide 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)
Slide 68
ABILITY TO SORT LISTS BY CLICKING ON THE COLUMN HEADER 119967
Most list views now have column heading sort