In this article, you'll learn about our updates to:
- RCM: Manage patient payment receipt
- RCM: Add additional labels for claims with status Remittance Received
- EHR: Display pagination for Appointments
- EHR: Navigate to the calendar date for a newly created appointment
Ability to Send the Receipt to the Patient via Email
The process for emailing a receipt to the patient once it's been created has been streamlined.
To generate a receipt from the patient payment page for a newly created or pre-existing payment, follow these steps:
1) Click the button Generate in the Receipts section
2) Wait until the receipt has been generated
To view the receipt, click on the receipt name and the PDF will open in a separate tab.
3) Click on the three dots near the desired receipt and click Send via Email.
If the patient's email has been documented in the patient profile and is accurate and functioning, a message will appear in the right upper corner notifying that the email was sent successfully.
If the patient's profile does not contain an email, you will be prompted to edit patient details.
You can also view the history of each receipt by clicking History.
History shows when the receipt was previously emailed to the patient and by whom.
Types of Receipts
There are two types of receipts:
- Unapplied Payment Receipt - generates a short payment receipt without any service details.
- Applied Payment Receipt - generates a payment receipt which includes details of the associated charges for the patient's payment.
Note: to generate the Applied Payment Receipt, be sure that there are associated charges for the patient's payment.
Additional Labels for Claims with status Remittance Received
The labels Paid in Full and Covered in Full further describe the status of each claim.
Covered in Full
Covered in Full means that the remittance has been received and the payer is paying the amount billed, but the payment is pending.
Paid in Full
Paid in Full means that the remittance has been received and the payer is paying the amount billed, and the payment has been made.
Display Pagination for Appointments in the EHR
For improved page orientation and convenience, pagination has been added to the Appointments tab. Select the desired number of items per page and use the arrows to update the selection.
New Appointment Date Determines Next Landing Page in the Calendar
For improved scheduling orientation, creating a new appointment for any date other than today will land you next on that date in the calendar. This allows you to see the new appointment on that date to ensure there are no scheduling conflicts.
For example:
Today's date is July 11th:
If you click + to create a new appointment and set that appointment's date to July 9th:
After creating the appointment, the calendar will open to the same date as the new appointment.