|
If you require help or further information on using any
of the new features listed, please contact Customer Support by telephoning 01280
824600
| DECEMBER '99 CHANGES
|
| Theatre List |
When adding patients to the theatre list, you can now
select planned procedures from the 'User-Defined' list as well as the standard
insurance company codes. |
| Clinic List |
Now automatically updates every 60 seconds to check
if other users have added / amended / delete appointments. (network users
only) |
| Deposits |
These are now added to the list of unbanked payments
ready for banking and inclusion on a paying-in slip |
| Statements |
Speeded up generation of solicitor and insurer statements |
| Patient Details |
From within the patient details screen, you can now
scan in documents by clicking 'Correspondence' then 'Scan Letter' from the
top menu.
|
| When clicking the button to show previous and future
clinic appointments for the selected patient - this list is now in reverse
date order (ie most recent visits at the top of the list). There is now
also a 'Print' button to print a list of these appointments. |
| Toolbar |
When customising the toolbar, you can now add icons
to 'Scan Letter' and for 'Batch Printing' |
| Date Validation |
When entering invoices, payments, expenditure etc, Practice
Manager checks and warns if an unexpected date has been entered. Eg. If
you accidentally typed in a date as 01/01/9999. This is in addition to
the existing date validation and intelligent handling of 2 digit years to
take into account the millennium. |
| New Report |
For Group/Clinic users, there is a now a new Invoices
By Specialist, Detailed report from the Billing, Billing Reports, Group
Specialist Reports menu. |
| Report of Deposits and Refund. Run this report from
the 'Accounts', 'Account Reports', 'Deposit / Refund Report' option from
the main menu. |
| For group anaesthetic practices, you can now produce
reports of Debt Write-Offs and Credit Notes by anaesthetist - detailed or
summary reports are available. These reports can be found from the 'Billing',
'Billing Reports', 'Group Anaesthetist Reports' menu. |
| Appointment Letters |
There are now 2 new extra field codes which can be included
in appointment letter templates {Last Appt Location} and {Next Appt Location} |
| Technical Support |
Practice Manager now detects if you are on a networked
systems and warns to log all users out of Practice Manager before verifying
files, re-indexing databases etc. |
| Security |
It is now possible to change a users security access
to disallow entry to Technical Support options. |
| Bug-Fix |
When using the 'Exit and Encrypt Letters' button from
the tool-bar, the access violation error has been corrected |
| NOVEMBER '99 CHANGES
|
|
Patient Details
|
You can now record a patients unique NHS number. This
number is 10 digits long and contains a check-sum to ensure that the number
is valid and has been entered correctly. |
|
GP Directory
|
You can now record the GP's "National
Code" and "Practice Code".Each GP and Practice in the UK
has been assigned these codes and they will become increasingly useful (in
the same way as the Patient's NHS No.) for audit purposes and integrating
data with hospital and other medical software packages. |
|
Summary Statements
|
Added an extra column to show the
name of who was invoiced, eg the name of the Insurer, Solicitor etc. |
|
Paying In Slip
|
Added totalling of cash payments
and added an overall total to show amount being banked. |
|
Label Printing
|
Practice Manager now supports the
full range of Seiko Label Printers.To tell Practice Manager which of your
installed printers should be used for printing labels, go to Misc, Preferences,
Hardware Preferences and select your label printer from the list. |
|
New Report
|
You can now print out a report detailing any user-defined
billing codes which you have added into Practice Manager. Go to Billing,
Billing Reports, User-Defined Billing Report. |
|
Address Book Search
|
When using the Address Book Directory, from the search
screen you can now do an advanced search. This will search ALL fields (including
the free-text notes) for the given word. |
| OCTOBER '99 CHANGES
|
| Billing |
There is now a 'Price Comparison' button the billing
screen to allow you to compare different insurance companies fees for the
selected procedure |
| Practice Manager now displays a warning when you try
to invoice a deceased patient. |
| Click N Store |
When viewing a patient's photographs there is no longer
a limit of 9 photos per patient - you can now store an unlimited number
of photos against each patient. Each photograph now shows the date and
category while thumb-nailed. |
| Clinic Diary |
Added options to the top menu to allow reprinting and
amending/deleting of invoices for the selected patient. |
| Archive Letters |
Speeded up, now 5 times faster |
| SEPTEMBER '99 CHANGES
|
| Clinic / Hospital Version |
New version which now allows the 'Specialist' to be
recorded against each item of an invoice. This allows you to bill for the
clinic, surgeon, anaesthetist, assistant etc on a single invoice. |
| Prime Health |
Added codes and fees for Prime Health - charge band
12 |
| Royal & Sun Alliance |
Added codes and fees for Royal & Sun Alliance -
charge band 13 |
| Directories |
GPs, Anaesthetists, Clinicians, Insurers, Courts and
Solicitors screens now allow a separate page for recording free-text notes/comments. |
| Automatic Reminders |
Added the facility to cancel while part way through
printing a run of reminders. |
| Detailed Outgoing Report |
Now shows cheque numbers |
| Produce Paying-In Slip |
When reprinting an old bank paying-in-slip there is
now a search button which will bring up a listing in date order of paying
in dates and amounts for you to select from. |
| New Report |
Clinicians by Speciality report - prints a directory
of linked clinicians grouped by speciality. |
| Clinic Appointments by Appointment Type. - prints a
report of how many of each of the different types of appointments there
have been for each consultant within a given date range. |
| New Report |
Theatre Cases Report - report of historic theatre cases. |
| Patient Details |
When setting a patient to 'deceased', now prompts for
confirmation first to prevent accidental usage. |
| When editing or viewing a patients details, clicking
on the search button to the right of GP, Solicitor or Insurance Co. now
brings up the full details of the selected person or company. |
| Summary Statement |
There is now an option on the top menu to switch to
a detailed statement. |
| Detailed Statement |
There is now an option on the top menu to switch to
a summary statement. |
| Patient Preferences |
Now allows patient numbers to be padded with leading
zeros to ensure that all patient numbers are of a uniform length. |
| When setting up 'User-Defined' fields for the patient
details screen you can now force these to being upper-case. |
| Billing Preferences |
Now allows invoice numbers to be padded with leading
zeros to ensure that all invoice numbers are of a uniform length |
| Messages |
Added facility to print just the selected message. |
| AUGUST '99 CHANGES
|
| New Module |
New module available - Electronic Patient Record. Currently
available for Ophthalmology. Adds additional screens to record and graph
Intra-Ocular Pressure, Visual Acuity (in Logmar or Snellen), History and
Medication. Please contact DGL for pricing information. |
| New module available - Psion Link. Allows Patients,
GPs, Solicitors, Address Book, Anaesthetist, Hospitals etc to be downloaded
to a Psion 5 or Psion 5MX. Please contact DGL for pricing information |
| Office 2000 |
Minor modifications to allow Practice Manager to correctly
integrate with Office 2000. |
| Clinic List |
When making a new appointment, if the patient is not
already entered into Practice Manager you can now click the 'Add Patient'
button to add the details in on-the-fly. |
| New menu option to add in irregular available times. |
| Find Appointment |
Made screen layout simpler, show duration in hours &
minutes of available times. When setting the start date from which to start
looking for available appointments there is now a calendar button. |
| Clinic List |
Added an 'Export' button to the top menu. This allows
the clinic diary to be exported to a file which can then be imported into
Outlook for synchronisation with a wide range of pocket electronic organisers
(Psion, Palm-Pilot etc) |
| Billing |
When billing for items from the 'User-Defined' list,
the screen display now shows the code as well as the description. |
| New Reports |
A number of new reports have been added for users of
the 'Group Surgical' version of Practice Manager. (where a single clinic
bills for a number of different surgeons working as a single company).
Reports include summary and detailed breakdowns of amount invoiced, received
and outstanding by surgeon. |
| Patient Details |
When editing or viewing a patients details, clicking
on the search button to the right of 'G.P.' now edits/views the full details
of the patients GP. |
| JULY '99 CHANGES
|
| New Report |
Report of Notes/X-Rays/Results which are expected but
have not yet arrived. From the main menu, go to Patient, Patient Reports,
Notes/X-Ray/Result Tracking, and select 'Expected but NOT Received Report'. |
| Report of under/over payments recorded when in Multiple
Payment. From the main menu, go to Accounts, Account Reports, Under/Over
Payment Report. |
| Users |
When adding / amending users who are allowed access
to Practice Manager, you can now specify whether their password should expire
& after how many days. This is useful to force users to change their
passwords on a regular basis. |
| Theatre Lists |
When printing theatre lists, each patient is separated
by a horizontal line to make report easier to read. |
| Individual Reminders |
Fixed bug when printing multiple copies |
| JUNE '99 CHANGES
|
|
Patient Details
|
There is now a 'More' box next to Solicitor. This allows
you to store 2 solicitors, their reference numbers & a Court against
each patient. This is to facilitate changes to Medico-Legal reporting as
outlined in the Lord Woolfe reforms. You can also record which solicitor
is acting for the claimant Within this screen you can also click on then
new facility 'Notes/X-Ray/Results tracking'. This allows you to record
when you have requested notes/x-rays etc, who they were requested from,
when they are expected to arrive, when they did arrive & when you returned
them. You can also record free-text notes/comments for each item requested. |
|
Court Directory
|
There is now a new directory to
store names and addresses of Courts. |
|
Digital Photography
|
Now included automatically as standard for all existing
users. On the patient menu you will now have a 'Click N Store' option.
You can load .JPG format photographs stored on smart-media, |
|
Backup
|
Practice Managers backup is now
faster. |
|
Digital Photography
|
Now included automatically as standard for all existing
users. On the patient menu you will now have a 'Click N Store' option.
You can load .JPG format photographs stored on smart-media, floppy, hard-disk,
PCMCIA cards etc and store them against a patient. You can also categorise,
date and annotate each photo. Before using this option you should go to
the 'Misc' menu, select 'Technical Support', 'Load Photography .DLLs'. |
|
Patient Details
|
There is now a tick-box on the patient
details screen to denote if the selected patient is deceased. |
|
Clinic Diary
|
If using the multi-user diary facility to keep diaries
for more than one person (or resource) you can now click the 'Multi View'
button to compare all diaries side-by-side. |
|
Mailshot's
|
Automatically exclude deceased patients. |
|
|
There is now the facility for mailshotting
letters/envelopes/labels to Insurers |
|
New Report
|
Report of invoices where patients who have been sent
the final reminder and still not paid the outstanding invoice. From the
'Accounts' menu, select 'Reminders', 'Unpaid Invoices despite Final Reminder'. |
|
Patient Notes
|
Added facility to print out free-text
notes. |
|
Group Anaesthetists
|
For group anaesthetist practices
the summary reports now be produced in alphabetical or financial order. |
|
Group Anaesthetists
|
New workload report. |
|
Individual Reminder
|
You can now override how many copies
are to be printed. |
|
Screen Resolution
|
Now supports resolutions up to 1200x1024
even with 'large fonts'. |
|
Multiple Payments
|
Fix minor bug when scrolling through list of multiple-payments.
Now supports up to 50 sub-payments. |
|
Financial
Year Summary
|
Display of figures & analysis
now clearer. |
|
Emergency Backup
|
Now includes word macros in emergency
backup. |
|
Deceased Patients
|
Patients who have been flagged as
deceased in the patient details screen are now automatically written to
as 'Executors to the Estate of the Late Mr/Mrs/Miss X |
|
Clinic Lists
|
When printing clinic lists fixed
bug whereby patients with very long names overran the DOB. |
| MAY ’99 CHANGES
|
| Billing |
Added facility to Defer printing of an invoice. If
an invoice is future dated, there is now an option to not print immediately,
but instead defer printing until the account date. Practice Manager automatically
checks each morning whether any deferred invoices are due to be printed.
To enable this option, from Misc, Preferences, Billing Preferences, &
tick the ‘allow deferred invoices’ box. This facility is particularly useful
where you want to enter the invoice into Practice Manager immediately but
don’t want the invoice arriving at the patients home before they have been
discharged. |
| New Report |
Report of deferred invoices - go to Billing, Billing
Reports, Deferred Invoices Report |
| Report of Estimates - go to Patient, Estimates, Estimate
Report |
| You can now report on patients by Sex, Age, GP, Clinician
& Solicitor. Go to Patient, Patient Reports, Patients By... then select
the required option. |
| For Group Anaesthetist Practices there is now a detailed
report of payments received by Anaesthetist. Go to ‘Billing’, ‘Billing Reports’,
‘GAS reports’, ‘Payments Received’, ‘Detailed’> |
| Report of unpaid invoices that have had the final reminder.
Go to‘Accounts’, ‘Reminders’, ‘Unpaid Invoices Despite Final Reminder’.
|
| APRIL ’99 CHANGES
|
|
Patient Details
|
There is now a ‘More....’ button next to the second telephone number
field on the patient details screen. Clicking this button allows you
to record additional information - Mobile No., Pager No., Fax No. &
Email address.
|
|
Billing
|
Added VHI Schedule of Procedures
(charge band 7) for Eire users. |
|
Directory Preferences
|
There is now an option off the Misc,
Preferences menu to set up to 5 user-defined fields of additional information
you wish to record for GPs, Solicitors, Clinicians and Anaesthetists. |
|
New Report
|
There is a new ‘Insurance Co Price
List’ report off the Billing, Reports menu.. |
|
Archiving Letters
|
There is now an option off the Misc, Tidy Letters menu
to Archive Letters onto floppy disk (or zip disk). This option is useful
if your computers hard disk starts to run out of available space - old letters
can be moved to floppy or zip disk and free up valuable hard disk space.
Letters are compressed and encrypted before being copied to the archive
disk. |
|
Previous Correspondence
|
If you Print or Edit a letter which has previously
been archived, you will be prompted to insert the relevant disk before
continuing.
|
| MARCH ’99 CHANGES
|
|
Billing
|
Practice Manager now includes the full Norwich Union
and Cigna schedules of operations/procedures and prices. When billing,
set charge band to 8 for Norwich Union, or 9 for Cigna. Multiple procedure
will automatically use the correct calculation approved for each insurer. |
|
Previous Correspondence
|
There is now a new button 'Edit Copy of Letter'. This
button will create a copy of the selected letter and allow you to edit it
while retaining the original letter unchanged. This will be necessary for
keeping revisions of documents (especially Medical Reports) with the new
Woolf Reforms which apply to expert witnesses for claims under £15,000 and
come into force on 26th April 1999 |
|
GP Search
|
You can now search for a GP by the
name of the Surgery. |
|
New Report
|
New report of patients who HAVE been seen between specified
dates. Go to the 'Patient' menu, select 'Patient Reports', select 'Patients
who HAVE been seen since....' |
|
Duplicate Patients
|
When adding a patient and Practice
Manager detects you may be duplicating a patient already on the system,
you now see full details of the possible duplicate & have the option
to edit the patient already on Practice Manager. |
|
Amending / Deleting Invoices
|
When adding/amending invoices, the
audit trial now additionally records the exact time the invoice was amended/deleted
and who by. |
|
Operation Fees
|
When setting operation fees, there is now a button
to set the fees to the maximum benefit. You can also add/subtract a percentage
and round charges to the nearest £1, £5 or £10. (go to Misc, Preferences,
Operation Fees) |
|
Recalls Due Report
|
You now access patients previous
correspondence from within this report to allow easy checking of recall
reminders previously sent. |
|
Theatre Lists
|
When adding a patient onto a theatre list, when selecting
the planned operation from the insurance co. lists, you can now change
the wording of the operation. |
|
Document Scanning
|
You can now configure the scanning of documents to chose
the required resolution, auto-deskew, auto-invert, use Automatic Document
Feeder. You can now scan & view multi-page documents (instead of scanning
individual pages of a document separately) |
|
Toolbar
|
You can now add a button to the toolbar to access previous
correspondence. (go to Misc, Preferences, Main Menu Preferences, Customise
Toolbar) |
|
Clinic Lists
|
In Clinic List Preferences you can
now chose whether or not AVAILABLE time slots are included on the printed
clinic list. |
|
Multiple Payments
|
When entering in multiple payments,
there is now an option to print receipts as you enter the sub-amounts. |
|
Patient Details
|
When adding additional family members
as patients, you can now enter the postcode & click the search button
to automatically fill in the address. |
|
Batch Printing
|
Fixed bug when clearing all entries
from the batch |
| FEBRUARY ’99 CHANGES
|
|
Correspondence
|
There is now the facility to store duplicates of any
invoices, receipts, reminders and recall letters in the patients correspondence.
To activate this option go to ‘Misc’, ‘Preferences’, ‘Correspondence Preferences’.
This option means you always store an exact copy of the original document
sent - even if you have subsequently changed your templates, changed your
address/headed stationery, the patient has moved address or married etc.
the copies remain unchanged. As these copies are stored in the patients
correspondence they can be then be reprinted, edited, archived, previewed,
faxed or e-mailed if required. |
|
Electronic Claims
|
Claims can now be transmitted electronically
to PPP. If you already use electronic billing, please contact Customer Support
for details on how to add electronic billing for PPP. |
|
Reprint Invoice
|
You can now select multiple invoices
to be reprinted. When you have selected the required patient, hold down
the Control key and click the required invoices then press the Print button. |
|
Previous Correspondence
|
You can now select multiple letters
to be Edited, Printed or Deleted by holding down the Control key, clicking
the required letters from the list and then pressing the ‘Edit’, ‘Print’
or ‘Delete’ button. |
|
Letter Preview
|
When scrolling through the preview
of correspondence for a selected patient, the screen now displays the date,
type of letter and comment for each. |
|
One-off Labels & Envelopes
|
If selecting a patient label and
the patient has an alternative address, you are given the option to use
the alternative address instead. |
|
Document Scanning
|
The document scanning facility has
been improved to provide direct scanning with scanners which were previously
incompatible. All TWAIN compatible scanners should work correctly - all
models of Hewlett-Packard, Epson & Fujitsu scanners have been tested. |
|
Supplier
Invoices Report
|
Added improved handling for showing
supplier credit notes |
|
BUPA Hospital Users
|
For Medical Secretaries working
from BUPA hospitals there is now the option to add a button to the toolbar
to run ‘Star’ terminal emulation. |
|
Billing
|
When adding an invoice, you can
now click a search button next to the patient’s balance to show a summary
patient statement. |
|
Payment Received &
Re-print Receipt
|
Instead of asking ‘Do you want to print a receipt (yes/no)’
Practice Manager automatically shows a list of available receipt templates.
If you do not require a receipt, just press Escape. |
|
Misc
|
Minor memory leak fixed which occasionally
caused a crash when changing between consultants. |
|
Remote Support
|
Now asks whether to run PCAnywhere
or Laplink to allow DGL to dial in to your computer to provide assistance. |
|
Consultation Fees
|
When in Misc, Preferences, Consultation
Fees - as well as being able to amend the fees for each type of consultation,
you can also edit the wording. |
|
Hospital Users
|
For Practice Manager users who are
on a network with over 20 consultant licenses the logon screen has been
changed to be in alphabetical order - you can press the first letter of
the Consultants surname to move through the list of consultants. |
|
Release Notes
|
Now in Microsoft Word format (easier
to print). |
|
Clinic Diaries
|
Added option to record court attendances. |
|
Security
|
If a user does not have the required
access level to view Directory Reports, if they access the GP or Insurer
directory they do not see the usual referral information (number of referrals,
date of last referral, turnover etc) |
| JANUARY '99 CHANGES
|
| New Reports |
From 'Patient Reports' there are now reports allowing
you to analyse information stored in any user-defined fields set up on your
patient details screen. You can produce summary or detailed reports. |
| From 'Patient Reports' there is now a 'Patients By....'
option this allows tabular reports on patients by town, county, insurer
similar to the Patient Graphs analysis. (Summary and Detailed reports are
available) |
| Patient Mailshot |
Added facility to select patients by date last seen |
| Reports |
Changed credit note & debt write-off reports to
include patients name. |
| Backup Preferences |
Added option to set the default as to whether or not
the computer should be shut down after backup is complete. |
| Automatic Reminders |
Added a 'None' button to un-tick all reminders due
from the list. |
| DECEMBER '98 CHANGES
|
|
Clinic Lists
|
Fixed small bug which was causing
a memory leak when printing morning / afternoon lists. |
|
Patient Details
|
Made entering of 'Invoice To' easier. |
|
Previous Correspondence
|
When emailing a letter, a copy of
the letter is automatically made with a .DOC extension so that the person
receiving the email can view the attachment more easily. |
|
Clinic Lists
|
Corrected 'Week View' for user who
have set up multiple diaries. |
|
Reprint Invoice
|
This screen now has an 'E-Mail' button, allowing you
to email a copy of an invoice to Insurers. Note - you should ensure you
have a digital signature and encryption to maintain patient confidentiality. |
|
Patient Search
|
When searching for a patient you can now also search
on any user-defined fields you have set up on the patient record card.
|
|
GP Directory
|
When adding a new GP you can search
for the address by specifying the Surgery name. This is particularly useful
when entering a number of GPs who all work from the same practice. |
|
Solicitor Directory
|
as above. |
|
Mailshot Envelopes
|
Fixed bug effecting some users who
link with Microsoft Word 7 (Office 95). |
|
Electronic Claims
|
Added support for sending claims
via EDI for group anaesthetist practices. |
|
Label Printing
|
Added support to one-off labels,
patient detail labels, address labels etc to support the new version of
the Seiko Smart Label Printer Pro. |
|
Recall Report
|
On the report of patients due for recall, there is now
a 'None' and an 'All' button to untick / tick all entries on the report
when selecting who to send letters to. |
|
Start of Day
|
On start of day warnings, there
is now also an option to warn if you haven’t checked the recalls due report
for more than x days. |
|
Outgoing Expenditure
|
In outgoing expenses, when selecting
the payment groups you can now add/amend payment groups 'on the fly'. |
|
Outgoing Reports
|
Detailed Outgoing Report can now be run based on 'Date
Invoiced' or ‘Date Payment Made' depending on whether your accounts are
done on an 'Invoice Raised' or 'Payment Received' basis. |
|