We have made significant enhancements to our calendar and planning features, aimed at improving your appointment management.
Newly created appointments are now visible immediately, allowing for real-time schedule management. The agenda user selection functionality has been refined for precise participant choices in agenda items.
Calendar availability has been optimized to update correctly from multiple sources, including merged availability, which now display with greater clarity. The mini agenda has also been adjusted to show the correct number of days, resolving previous discrepancies.
The online scheduling experience has been significantly improved:
The scheduling text now appears at the top, and only available practitioners are shown
We’ve also introduced the option to select patients first when scheduling, making the appointment setup more intuitive
The appointments data view now accurately reflects first consultations, house calls, and complex care
Non-billable appointments are excluded from the main appointments list, ensuring focus on claimable appointments
These updates collectively offer a more efficient, accurate, and user-friendly calendar and planning system, enhancing practice management and patient care.
In terms of revenue tracking, estimated revenue calculations now include all relevant appointments, even those without non-user participants, providing a more comprehensive financial overview.
Improvements and fixes
Appointments now appear immediately upon creation
Agenda user select functionality has been fixed to ensure users can now accurately select participants for their agenda items
Calendar availability now update correctly from multiple availability sources
Estimated revenue now includes appointments even if they do not have a non-user participant, ensuring all relevant appointments are accounted for
Merged availability now display correctly
The mini agenda now correctly displays the accurate number of days, with the extra day issue resolved
The online scheduling text now appears as the first entry
The online scheduling system now displays only available practitioners for booking, ensuring that users can only select those who are currently scheduleable
The appointments data view has been corrected to accurately reflect first consultations, house calls, and complex care, ensuring precise and reliable information
When scheduling, you can now first select the patient, ensuring a more streamlined and accurate appointment setup
Non-billable appointments are now excluded from the appointments list, ensuring only claimable appointments are displayed
The prem functionality has been fixed to ensure it now sends data correctly
The prem is now also sent for chronic patients after the 21st treatment, ensuring continuous tracking and data collection
During a new intake, PSK results from the previous treatment process are not automatically carried over
Consents have been added to the intake form, allowing for necessary approvals and agreements to be captured during the initial process
Invoice lines now update correctly when switching between individual invoices within the same screen
The issue with crediting collection invoices has been resolved, allowing for accurate credit processing for collection-related invoices
Credit invoices with multiple insurers are now supported, allowing for accurate and efficient processing of adjustments across different insurance providers
The list of nationalities has been updated to include the most current and comprehensive options
The manual for declarations has been updated to provide clearer guidance and more comprehensive instructions for users
The invoice layout update issue has been fixed, allowing changes to be made directly from the default value
The maximum reimbursement amount has been corrected to reflect the accurate value
The revenue figures for corporate physiotherapy are now accurately reflected, ensuring that they align with the expected values