Many new feature enhancements are included in the product update released in late January 2019. New functionality includes the Patient Connection page, changes to the the Patient Routing panel workflow, and the addition of Clinical Decision Support to the Quick Exam tab. Main product enhancements in this release include improvements to how electronic prescriptions display and to the Schedule Template page, and allowing providers to modify their own DEA and NPI numbers.
Improvements to prescriptions
Electronic prescriptions now display alongside other prescriptions in several places:
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The Progress Notes tab.
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The Patient Prescriptions page.
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The Patient Clinical Report page.
When a prescription displays on the Patient Prescriptions page, a new Prescribed via field indicates if it is Electronic or Paper. If it is an electronic prescription, an As of field indicates the date and time of when the prescription last synced with DoseSpot and a Status field indicates its status in DoseSot.
Notes:
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The As of and Status fields are based on your organization’s timezone for the location.
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The As of field updates each time the prescription syncs with DoseSpot.
Providers can modify NPI and DEA numbers
When viewing the Account Information tab ([User Name]> My Account), DEA # and NPI # fields have been added.
Note: Non-provider users cannot see the DEA # and NPI # fields under the My Account page.
If you are assigned a role that has been set the Edit Personal Details permission, you may now modify your own NPI and DEA numbers.
Note: If the Edit Personal Details permission is set, you can also modify your NPI # and DEA # fields from the User Accounts page.
Improved look and feel for electronic prescriptions
When working with electronic prescriptions (Patient > General > Prescriptions) and you open the Electronic Prescriptions window, the integration now matches axiUm Ascend's look and feel.
New Patient Connection page
A new Patient Connection page is available from the Patient menu. This page stores various communications or “connections” with the patient.
Note: This page functionality will be expanded in future releases.
As of this release, the Patient Connection page locks and stores summaries of patient billing statements that have been printed or submitted electronically.
For more information, see Improvements to Billing Statements below.
Notes:
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Both patient and guarantor statements that include the patient display.
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The hyperlink opens the patient’s Overview page.
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Access to the Patient Connection page is controlled by the Patient Information > (new) Review patient connection permission.
Improvements to Billing Statements
When working in the Generate Billing Statements window, the Skip if billed in the last __ days check box has been removed from the Account Filters section and a Don't generate statements if added to Patient Connection after check box and date picker have been added to the Payment Options section.
You can select the new check box and select the applicable date if you send statements frequently and want to ensure you do not re-send statements within the billing cycle time frame.
Note: The date is set to today by default.
Additionally, a new Add to Patient Connection toggle displays at the bottom of the Billing Statements page. If set to Yes, the toggle sends the statement to the patient’s Patient Connection page when you print or submit electronically.
Note: The toggle is set to Yes by default, but if you click Submit Electronically, the statement sends to Patient Connection regardless of whether the Add to Patient Connection toggle is set.
Tip: This toggle also displays at the bottom of the patient or guarantor Print Statements and Patient Walkout windows.
New task added to Patient Routing panel
In the Patient Routing panel, under the Checkout status, a new Collect Payment task now displays in the Appointments Tasks list.
The Collect Payment task appears if the patient portion of the balance is greater than zero. Receiving any payment amount completes the task and a green check mark display next to it.
You can click the Patient Walkout button to display the Patient Walkout window and collect payment as part of the checkout workflow.
Note: If the procedure(s) have already been posted, you can create and send a claim, then collect the patient portion as part of your checkout workflow.
New exit workflow reminder
When working with the Patient Routing panel (status tracker), you must now provide a reason if you do not complete an appointment task. This ensures your practice has more complete patient communication data and can increase its recare effectiveness rate.
Note: Tasks include scheduling recare, collecting a phone number, collecting an email address, and collecting payments for the patient portion.
If you attempt to change an appointment from Checkout status to Complete status and a task is not complete, a warning message displays and includes a link to provide a reason for not completing all tasks.
When prompted, click the provide a reason for skipping incomplete tasks hyperlink to open the Reason to Skip Completing All Tasks window and select a standard reason or provide a custom reason for skipping task(s). When you click Save Reason, the appointment moves to Complete status.
Notes:
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The compliance feature is disabled by default. To turn this feature on, open the Location Information page (Settings > Location > Location Information) and click the toggle to set Track appointment tasks and require reasons for incomplete tasks to Yes.
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When the reminder feature is enabled, Schedule Recare reminder pop-ups no longer display; however, the Update Patient Recare pop-up displays if a patient has no recare associated or has unscheduled recare.
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There is no report for skip reasons at this time.
New reminder to post procedures
When working with the Patient Routing panel, if you attempt to change an appointment from Checkout status to Complete status and any listed procedures are not complete, a reminder displays to complete all the procedures from today’s appointment.
When this reminder appears, you can complete any of the following:
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Click Back to Appt. to return to the appointment and continue working in the Checkout status.
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Click Complete to complete the procedures performed during this visit.
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Acknowledge the reminder and click Complete Appt. to move the appointment to Complete status.
Note: This only changes the appointment status. Any unposted procedures remain unposted.
New hyperlink to a Patient Portion window in the Ledger
On the Ledger page (Patient > Financial > Ledger), the Patient Portion amount is now a hyperlink. You can click the hyperlink and click Show Details to open a new Patient Portion page.
Note: The hyperlink does not display if a patient is new and has an empty ledger or if the patient portion is 0.00.
The Patient Portion page summarizes how axiUm Ascend calculates the Patient Portion amount by listing the charge amount, the insurance portion, and any adjustments or payments made.
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If you entered the page from a guarantor view, all patients for that guarantor will be listed.
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Payments and credit adjustments are listed as negative numbers to display clearly how they affect the remaining balance.
Improvements to procedure listing
When creating claims in the Create Claims, Patient Walkout, and Unattached Procedures pages, the way the procedures are listed has been updated. Procedures are now grouped by service date. Additionally, the fee for each procedure is now listed.
Create insurance estimates for custom procedures
Previously, insurance estimate calculations were applied only to recognized ADA procedure codes. axiUm Ascend can now create estimates for custom procedure codes.
In order for a custom procedure code estimate to be calculated, you must set the code’s Bill to insurance field to On in the procedure code editor, add a Code Range entry for the custom procedure code in the coverage tables, and indicate the coverage percentage.
Important: Custom procedure codes may not be recognized by all insurance carriers.
Improvements to the Insurance Information page
You can now access the insurance carrier and plan pages directly from a patient’s Insurance Information page. The Carrier name and Plan name are now hyperlinks to those pages. Additionally, the Payer ID now displays under the Carrier name.
New field added to the Ledger Options page
From the Ledger Options page (Settings > Production > Ledger Options), a label field now displays for each adjustment type. From the label field next to each adjustment, you can select Production or Collection to indicate how it impacts your accounting practices.
Note: Modifying the field does not affect balances. A transaction is still a charge or a credit, but it affects the production or collections logic for reporting.
Tip: If you have questions about whether an adjustment type is for production or collection, we recommend contacting your accountant or consultant.
Improvements to the Provider A/R Totals report
On the Provider A/R Totals report (Home > Reports > Provider A/R Totals), a new Totals line has been added to the bottom of the report.
Clinical Decision Support moved to Quick Exam
Clinical Decision Support (CDS) is an optional feature that displays intelligently-filtered treatment suggestions to speed up the treatment planning process and enhance dental care. When you select a condition during a Quick Exam, treatment suggestions display in the Treatment Plan column. From the list, you can select a treatment plan suggestion to add it to the patient’s list of treatment planned procedures.
CDS can also display recommended treatment procedures that require additional information (such as a tooth number or surface) when the corresponding condition code doesn’t require the same information.
Additionally, you can customize the CDS suggestions list from the condition code editor under Settings > Procedure Codes & Conditions > Conditions tab. This allows you to add or remove procedures and multicodes from the list.
You can enable CDS from the Treatment Plan column > new Settings icon > set the toggle to Yes.
Notes:
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CDS suggestions are shared by the entire organization. They cannot be customized by provider.
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Not all conditions come with recommendations. If none are associated, no suggestions will appear, although you can create a list of recommended treatments.
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Your Favorites list remains as it was before, and the search capability is still in place.
ICD-10 code improvements
In the Edit Procedure window (Patient > Clinical > Progress Notes), a new Diagnosis tab has been added. From the tab, you can manually link an ICD-10 code to a completed procedure code.
Note: This is a preparatory step for future updates where the linked ICD-10 code can be included in an insurance claim.
Additionally, when searching for diagnostic codes, 23 of the most frequently-used ICD-10 codes have been added to the axiUm Ascend database.
New Preferred Location column for search functionality
When searching for a patient in axiUm Ascend, a new Preferred Location column displays the location where the patient usually receives treatment. This column helps filter the results because users can see only patients for the locations they may access.
New areas with this capability include:
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Patient Search field.
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Referred By search box in the Patient Information page.
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Reassigning an examination in the Imaging module.
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Selecting claims inside the Bulk Insurance Payment module.
Example: If a front office staff member has access only to location 1, if they search for a patient in the Patient Search field, patients from other locations do not display.
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When adding new patients, the entire organization is included and you are warned of a possible duplicate in other locations.
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Any patient in the organization can still be seen by using the advanced search option. However, the advanced patient search returns results for patients in all locations.
Additionally, the main Patient Search appearance and behavior has been standardized and now appears in the Audit Log and the Sent Claims pages.
Improved layout for the Claim Details and Pre-Authorization Details windows
The button layout on the Claim Details and the Pre-Authorization Details windows has been re-arranged to make it more consistent with other areas of the user interface.
Improvements to patient alerts
When working on the Calendar page (Schedule > Calendar), any set patient alerts now display when you select an existing appointment. They are not limited to displaying when you create a new appointment for the selected patient.
Improvements to bulk insurance payments
When working with bulk insurance payments, icons and hints now display with the Finalize Bulk Payment button. They display automatically once a payment has been posted to every claim in the payment group.
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One set is a warning that not all the bulk payment amount has been allocated.
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The other set is a success message confirming that you are now ready to finalize.
Improvements to unsigned clinical notes
When a provider user account has been inactivated, any unsigned clinical notes the provider was assigned to as Additional Provider must be reassigned. If the Inactivate Provider window displays, from the New Provider drop-down list, you can now select the new None entry.
Example: You can change the provider assignments when you acquire a new clinic and inactivate the previous providers.
Sometimes the Complete status does not display on the Patient Routing panel
Issue: When a user opens the sidebar, sometimes the Complete status does not display, and any patients grouped under it do not display.
Solution: If the Complete status does not display from the sidebar, you can resize the window to re-render the screen, and display all statuses properly.
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