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Version 7
Features:

General Features
- Native multi-platform support (Windows, Mac, Linux)
- Backup data without making others exit the program. Program
does not require exclusive use of the data files to perform a
backup.
- New ability to perform an inventory update, update a fee
schedule and other functions without making others exit the
program.
- Enhanced multi-user features allowing concurrent editing of
the same record with Smart Field updating.
- The program will either auto-number the patients, guarantor,
insurance, and addresses with numerical coding or alphanumeric
coding.
- New Edit buttons on record screens that prevent accidental
editing of forms.
- New Accept buttons throughout the edit forms making it more
obvious in the program when you are saving changes.
- Now mark any patient, guarantor, procedure code or address
file record, as “inactive.” The code will not appear in the
search list or as you scroll through the details unless you
choose to see the inactive records. This feature is very
important for the referential integrity of the system. Codes
that have been created and used in the system cannot be deleted,
but can now be marked “inactive”.
- Under the Utilities menu option V7 now has a Record
Statistics option that lists the number of patients, number of
bills, and the number of billing service lines currently in the
system.
- Unlimited length for text fields, including Code and Name
fields. Spell correction from any field.
- Co-pay can be recorded at patient file and applied to bill
later.
Appointments
- Unlimited Appointment Templates can be created by provider
using custom colors and time frames.
- Visit Types: In Appointment Templates you can choose
Visit Types that force the use of a selected visit type when
scheduling appointments.
- Blocked Time Slots: In Templates you can block days
and times so that appointments cannot be scheduled.
- The “Appointment Reason” field is now viewable directly from
the Appointment window in the daily view.
- Preferred Phone Field: Select a preferred phone number
in patient file and it will become the default for that patient
in the appointment screen.
- Ability to Search on Visit Type: You can now search
for a free appointment by Visit Type.
- Concurrency: Now set a Concurrency Limit during a
search if you want to book more than one appointment per time
slot.
- New Tabular format in the Appointment Detail. This fuction
was formerly handled by buttons in Detail screen. Use Tabs for
Repeat Appointments, Multi Schedule, and Notes. Reasons
are all located on specific tabs.
Reports
- The Day Sheet, Transaction Journal, Practice Analysis,
Insurance Payment Analysis and Patient Encounter Form (EMR only)
are now fully customizable through the Design Custom Forms
screen.
- The Day Sheet, Transaction Journal and Practice Analysis can
now be sorted by any field in the billing _detail information
and are displayed in ascending or descending order.
- Import and Export Columnar, and Form based reports.
- Export the results of SQL window queries to a
comma-delimited file for use in other programs. This is an
excellent reporting tool.
Report Writer
- Improved WYSIWYG report writer with cross-hair guidelines,
snap-to thresholds, nudging, auto-spacing, section masking and
locking.
- New “Smart” data field relationships in report creation so
that you do not have to understand or specify the relationships.
- New Cross-hair grid guidelines to help position fields on
the form view of the report writer screen.
- Now Align Objects by “nudging” in report writer.
- New Auto Spacing options in the report writer.
- New mathematical calculation capabilities for columnar
reports.
- Virtually unlimited “Undo” capability in the WYSIWYG report
writer.
Claims
- Sort claims batches using any combination of fields (up to
three levels)
- “Maximum Claims to Process" option when batching claims
- The Batch Payments feature is now easier, more user-friendly
and more powerful than ever.
- Auto bill Secondary Insurance and or Patient after the
Primary has paid
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