Release-404-0

Important: Enhancements from this release will be available on PROD on February 24th, 2023.

Several new feature enhancements are included in the product update released in late February 2023. The major enhancements in this release are the following:

• New filters on the Clinical Note Tasks report

• Improvements to user groups

• New information icon when a procedure isn't compatible with an exception

• New sorting ability on the Day Sheet report's Description column

• Claims now display with the SIM label

• New report filter that excludes SIM patient data in reports

• New Cashbox column in the Deposit Slip report

• New operatories automatically added to event scheduled for all operatories

• Error notification message now below the Patient Search field

New filters on the Clinical Note Tasks report

We've added two (new) filters on the Clinical Note Tasks report (Home > Reports > Clinical Note Tasks): the Locations and the Providers filters.

Note: By default, the Locations filter is set to the location you're currently logged into and the Providers filter is set to All Providers.

To set the Locations filter to different location(s), clicktap the filter and select the desired location(s)' check box(es).

Note: The Locations filter only display locations you have access to.

To select all location, select the check box at the bottom. When ready, clicktap Apply Selected to apply the new selection.

To set the Providers filter to specific provider(s), clicktap the filter and select the desired provider(s). If you want to remove a provider from the filter, clicktap the provider's X icon.

Back to top

Improvements to user groups

Several improvements have been made to the User Groups page (Settings > Location > User Groups):

• User Groups page now includes users' specialty.

  

  The Full List has a (new) Specialty column that displays the group members' specialty. If a group member doesn't have a specialty because they're not a provider, they display as Non-provider in the column in red.

  The (new) User Specialty field is a feature that restricts the Add User search field to only display providers that have the set specialty. The field is currently under development and serves no purpose. The functionality of the field will be added in the later release.

• The Status column now displays the Inactive status in red.

Back to top

New information icon when a procedure isn't compatible with an exception

Previously, when users add procedure(s) to a new exception, incompatible procedures were disabled on the New Exceptions for Procedures in [name of insurance plan] window. These procedures were disabled to prevent you from accidentally adding it to the new exception. Now, these procedures display with a (new) icon. When clickedtapped, an Information tooltip displays with an explanation on why you can't select the procedure.

Back to top

New sorting ability on the Day Sheet report's Description column

Users can now sort the Location Details section of the Day Sheet report (Home > Reports > Day Sheet) by Description.

This will help you visualize the data better or to group payments by payment types on the print version of the report.

Note: When you run the report within a date range and then sort the data by description, the data will be ordered by Description and then by Transaction Date.

Back to top

Claims now display with the SIM label

Throughout Ascend Academic, unsent, sent, and outstanding claims associated with a simulation (sim) patient now displays with a SIM label.

This allows users to train other users on claims by using a dummy patient, not a real patient.

Back to top

New report filter that excludes SIM patient data in reports

In the previous release, we introduced a new ability to exclude simulation (sim) patient data from 2 reports. We've updated it to include 4 more reports:

The Deposit Slip report (Home > Reports > Deposit Slip Report)

The Payment Analysis report (Home > Reports > Payment Analysis)

The Recare Management report (Home > Reports > Ongoing Patient Care)

The Aged Receivables report (Home > Reports > Aged Receivables Report)

Back to top

New Cashbox column in the Deposit Slip report

The Deposit Slip report now comes with a (new) Cashbox column. The column displays on both preview and print versions of the report.

Back to top

New operatories automatically added to event scheduled for all operatories

When users create a new operatory (Settings > Location > Operatories), it'll automatically be included in an event that is scheduled to take place in all operatories. You won't need to manually add these events to a new operatory anymore.

Back to top

Error notification message now below the Patient Search field

Previously, when an error occurred, the generated error notification message displayed at the top. It covered the Patient Search field, blocking users from using it until they closed the message. We've updated the system so the error message now displays below the search engine.

Back to top

New procedures from CDT 2023 don't displays in existing fee schedules

Issue: New procedure codes from CDT 2023 update don't display in existing fee schedules. They only for new fee schedules that are created after the update.

Solution: Fixed so it displays in existing fee schedules as expected.

Back to top

A syntax error occurs when navigating to the Academic Progress page

Issue: When users navigate to the Academic Progress page without the Review Users user role permission set, a Syntax error occurs, and the page is blank.

Solution: Fixed so the page displays as expected.

Back to top