Practice Management System Release Note For Interfaces
Product Release Version: 19.6.6
EHR Version: EHR-18.0.0
Product Release Date: October 2020
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Printed October 2020 at 37600 Central Court, Suite# 260, Newark, CA 94560
Part – 1 Enhancements
1.1 One directional Payment Creation Synch from Elation to Practice Management System Enabled Via Charge API
Moving forward, when a payment is entered for a patient in the visit note in Elation, the same payment will be transferred to our system along with the charge. In Practice Management software, a SELF-PAY payment will be created against the corresponding patient using the amount received and the payment will be auto-posted. Also, henceforth zero-dollar payments coming in from Elation will be handled appropriately in PracticeSuite.
Note: If the payment is not required to be auto-posted while creating the charge, mark the “Exclude for Interface Transactions” radio button to “Yes” in the ‘Billing Options’ under Advanced Setup menu of PracticeSuite.
1.2 Enabled bidirectional Insurance data sync between Practice Management System and Elation
A. If the insurance inbound and outbound is subscribed for the Practice Management System account, when an insurance is created or modified in Elation the same gets created or updated in our system and vice-versa.
B. If only insurance inbound is subscribed, then Elation insurance master will be synced with Practice Management Software. Insurance created from Elation will be synced between both the systems using the insurance ID from Elation. The one created in Practice Management system will use the name itself as ID.
C. If only insurance outbound is subscribed, then the Practice Management System insurance master will be synced with Elation. The insurance created in PracticeSuite will have the ID received as a response from Elation.
Insurance created from Elation will not be synced to PS.
D. Once the insurance master is subscribed for both outbound and inbound the insurance is mapped using the insurance ID given by Elation.
1.3 Inbound Insurance Plan Sync From Elation to Practice Management System Enabled
When an insurance plan is created for an insurance in Elation, then the same will get created in Practice Management System if the insurance plan API is subscribed. Currently, since only inbound is enabled, the required insurance plan should be created from Elation. Any plan created in Practice Management System won’t be synced with Elation.
1.4 Bidirectional Synch for Insurance Deletion
Hereafter, when an insurance is made inactive in Practice Management System (wherein the insurance is end-dated leading to logical deletion), the same insurance gets deleted in Elation provided it is not associated with any patient in Elation and when an insurance is deleted in Elation, the same gets end-dated in Practice Management System.
1.5 Transmit Insurance ID and Insurance Plan ID to Elation Via Demographics
Moving forward, insurance ID and insurance plan ID will be sent to Elation while sending the demographics provided the insurance is mapped using the ID given by Elation. If the insurance is not mapped, insurance ID and Plan ID will not be sent.
1.6 Real time eligibility check for Advinow through API call
Real time patient eligibility check now made possible and the matching will be done using either “Patient GUID“ or “PC REF#”. The patient matching criteria for offline Eligibility checks is “PC REF#“ by default.
1.7 Enabled Transmission of Patient/Appt. Info From Patient Portal to the Concerned Partner
For Portal enabled accounts, the appointment and patient outbound will be sent to the integrated partner when a patient or appointment info is created or updated through the portal.
Note: This feature will be enabled only on client request.
1.8 Practice Management System To Send SIU and ADT Outbound to Relatient For The eReg Integrated Accounts
When a patient/appointment information is saved in Practice Management System, our system will send SIU and ADT outbound to Relatient for the eReg integrated accounts via SFTP file drop. The default matching id will be “Patient GUID”.
1.9 Bulk Insurance Sync Enabled Between PS and Elation
A newly added feature in PracticeSuite facilitates pulling insurances from Elation and pushing insurances to Elation. This is beneficial for bulk syncing of insurances between Practice Management System and Elation for Elation integrated accounts.
Note: The insurance plan will not be synced using this.
Part – 2 Bug Fixes
2.1 Send Error Response to Updox For Invalid Account# Received.
Previously when Updox sends a request to register an account which is not present in Practice Management System, no response was provided as a result of which Updox sends the request multiple times. This issue is now resolved and Practice Management System would send an error message to Updox if it receives a registration update for an account not present in Practice Management System.