In this article, you will learn about our updates to:
- Enable multiple subscriptions per patient
- Make patient age visible in the appointment details
- Provide ability to convert estimates to invoices from patient charts
- Make note title field obligatory in patient charts
Link to Release Video below
Multiple Subscriptions per Patient
Subscriptions allow your practice to setup recurring billing for your patients to either build credit on a patient's account or deliver on programmed treatment plans. Subscriptions now allow a patient account to have multiple subscriptions simultaneously, and there is no limit to the number of subscriptions a single patient can have.
In order to create a subscription, navigate to Financial -> Subscriptions.
Click + New Subscription.
Follow the steps to add another subscription for the patient. As a result, the patient will have several active subscriptions.
For more information on subscriptions, please see the following article:
Patient Age Visible in Appointment Details
To quickly see a patient's age in the calendar, you can hover on the appointment to view the appointment details. The patient's age will be visible in brackets after the birthdate.
If a patient doesn't have a birthdate set in patient demographics, you'll see Not recorded.
Converting Estimates to Invoices from Patient Chart
It's now possible to convert estimates to invoices from two interfaces:
1. From Financial -> Fee Estimates
Go to the Estimate menu and click Create Invoice.
2. From patient chart
Click Edit estimate in patient charts.
Then Create invoice based on the estimate.
Note: Only estimates with the status Scheduled, No action, or Archived can be converted to invoices.
Mandatory Note Title Field for Patient Charts
For most appointments, the note title field is autofilled by the appointment Visit Reason(s). Virtual or Phone Consult appointments however do not have a Visit Reason so this note title is blank unless manually completed. Having a blank note title caused challenges when viewing the note in the patient chart since there was no title to explain the note contents.
For this reason, the note title field is now mandatory.
When trying to save a note without a title, you'll now receive an error message.
Video
Content Timelines per Minute:
00:00 - 00:03 - Introduction
00:04 - 00:21 - Multiple subscriptions per patient
00:22 - 00:37 - Patient age in appointment details
00:38 - 00:50 - Converting estimates to invoices from patient charts
00:51 - 01:05 - Obligatory titles for notes in patient charts
01:06 - 01:09 - Wrapping up