11/18/20 Release Notes

In this article, you will learn about our updates to:

• Be notified when scheduling a double booking
• Be notified when closing a chart or procedure note with contents
• Add multiple CPT codes within a note or an invoice
• Create Graphical Analysis reports without patients being checked out
• Deselect treatments while using the sketching tool
• Activate the camera for taking photos when using Microsoft Surface

Double Booking Notification

Being able to double book allows for optimization of scheduling when providers are only need to meet with a patient for a portion of the appointment block. To avoid any booking conflicts which occur due to double booking, a notification will now pop up to warn the scheduler of any conflicts based on:

• Provider
• Room
• Resource

To configure your calendar to deliver these notifications, use the options provided under Practice Account, using the Practice Profile link then the Appointments tab. Toggle which of the three conflicts should generate a notification.

Closing a Note with Content

In order to avoid data inputs being lost unintentionally, a warning will appear when a chart or procedure note is closed, instead of using the Save or Commit options, if there is any content in the note such as sketches or documentation.

Multiple CPT Codes within a Note or Invoice

For submitting insurance claims, multiple CPT codes can be added from within the chart or procedure note and also from within the invoice. By clicking into the code field, you can then enter three characters to render initial results for selection. CPT codes inputted in either the invoice or the note will be reflected in the both locations.

Graphical Analysis Reports Without Patient Check Out

Until now, all Graphical Analysis reports required an appointment to have the patient checked out in order for that appointment's data to be included in the report results. This requirement has been removed, so all data will now be included regardless of whether or not appointments have been checked out.

Use the Create PDF Report button to export the results as a PDF.

Deselect Treatments in Sketching Tool

When using the sketching tool, treatments can be added as needed using the Add a procedure button. In order to remove unnecessary treatments from the list, use the red X to delete a treatment from the sketch legend.

Camera Activation with Microsoft Surface

Using the Upload Photo button on a mobile device will trigger the built-in camera to activate, enabling a photo to be taken and stored directly within Remedly instead of on the device for HIPAA compliance.

However Microsoft Surface tablets require some additional configurations to ensure camera activation. Please follow these steps below to ensure the camera will actively engage:

1. Enable camera

Select Start > Settings > Privacy > Camera. In Allow access to the camera on this device, select Change and make sure Camera access for this device is turned on.

2. Configure browser

Allow Access to Camera in Edge

1. Select the lock icon located near the right side of your search bar.
2. Select the dropdown menu next to camera and microphone.
3. Change the camera and microphone access to Allow.
4. Refresh the browser tab.

Allow Access to Camera in Chrome

1. Open Chrome.
2. Click the 3 dots on the right side next to the address bar.
3. Select Settings from the list.
4. Scroll to the bottom of the settings page and select Show Advanced Settings.
5. Scroll down and select Content Settings under Privacy.
6. Find the Camera section and in the drop-down, you can select the Front-facing option.
7. Click done.