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MicroMD PM

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56 results found

  1. email receipt

    Ability to email receipts to patients directly from PM instead of saving as PDF and emailing separately- Most do not want it printed but emailed to them now.

    1 vote

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  2. CHC additional required fields

    Please add the additional required demographic fields to the required options for the practice setup so we ensure the staff gathers all the details needed.
    Add fields: Sex, Gender identity, Sexual Orientation, a phone number, Family size, Family income, third party insurance

    2 votes

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  3. Would like patient search to look at all contact numbers not just home

    Currently only able to search on Home # on maint>patient. with addition of alternate and cell and cell being more a primary contact now and less landlines would like search to look at all contact numbers on patient demographics.

    suggesting sites to add cell to both home and cell currently but cannot put cell# in home in case they decide to do appt reminders via text.

    14 votes

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  4. Ability to resize and filter the appointment requests window

    The appointment requests window can't be resized and for a practice with a lot of requests, this is problematic. Additionally some options to filter by provider or location within the window would be helpful.
    Requested Steps to define spec: Like with other windows in the PM, give this window the ability to be resized to be able to show more rows. Also, filter options to pare the list down.
    Actual Result: better usability of the window

    6 votes

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    Completed  ·  0 comments  ·  Appointments  ·  Admin →
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  5. Patient Appointment History in Billing Inquiry

    Any employee who has to review the billing inquiry will commonly refer back to the patient's appointments. This can be to verify a date or the type of appointment. For the user to do this, they must begin a patient inquiry (F5) and then click on appointment history. This process can be simplified if we can access patient appointments from the billing inquiry. Perhaps the appointment history button can be added to the billing inquiry menu? An alternate idea would be to have a "patient" button from the billing inquiry menu that would take you to the patient account without…

    10 votes

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    1 comment  ·  Appointments  ·  Admin →
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  6. print coinsurance % on charge slip

    When we print charge slips for patients that have a coinsurance %, it does not print in the plan set information. We have to go back into the PM system and look it up each time. It would be more efficient to be able to print the % as a coinsurance on the charge slip, especially since that is one of the options in the plan sets tab to choose copay or coinsurance.

    7 votes

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  7. Clipboard Should work with WaitList

    Currently, the Clipboard is something that can be used with the appointment scheduler for moving appointments around to a new date. You cannot move an appointment to a clipboard and then go from the clipboard to the WaitList.

    By dragging an appointment from the clipboard into the waitlist, we would save clicks and energy entering in waitlist patients. we can also move them from the waitlist into the clipboard for use around the appointments screen.

    I have a practice who will schedule a patient with a specific doctor for an appointment that is weeks from the scheduling phone call. They…

    13 votes

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    1 comment  ·  Appointments  ·  Admin →
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  8. Right-click on Patient name in Claims Processing – EB or Paper should bring up a shortcut menu to Patient Detail or to Sequence

    When clicking on Patient Detail/Sequence in the Shortcut menu should take user to the Sequence or Patient Detail. This will be a useful tool for customers so they don't have to go to so many different menus.

    7 votes

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    0 comments  ·  Other  ·  Admin →
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  9. Add ALL(New) fields from PM_Patient table to the mail merge.

    Description of Issue: Need to have the CELL Phone and ALTERNATE fields available in Mail-Merge. They do custom Patient demographics sheets for patient to sign -off on stating information is correct
    REQUESTED STEPS to define spec: ADD these fields to the avaialble fields when creating Mail merge reports or lables
    Result:
    Impact on Workflow: CANNOT do the customer Label / letter
    these fields DO NOT PRINT on the Patient Demograhics that is on the Patient Demographics

    3 votes

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    1 comment  ·  Admin →
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  10. Merge Duplicate Patients in PM

    Would like to be able to merge duplicate patients in the PM. This feature is great in the EMR, but we need this feature in the PM as well.

    8 votes

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  11. Copy existing patient insurance plan information to new patient with same insurance information

    I would like to see a field where you can enter an existing patient's medical record number and it will pull that patient's insurance information to the new patient's plan set (similar to entering an existing patient's policy holders information). We often times have a parent call and they make an appointment for a child who has not been seen, and they say, "all the insurance information is the same as another child, just use that information." Right now we have to print the demographics and manually enter the information again. Wouldn't it be nice to enter a medical record…

    4 votes

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  12. add ability to see date of birth in daily view

    Our practice has several patients with the same names. It would be very helpful to have the date of birth displayed in the daily view.

    2 votes

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  13. Add Confirmation Window When User Changes Password from Login Screen

    There really needs to be a "Confirm New Password" window added to the 'Set Password dialogue box. Every 90 days, I have to reset a percentage of users as what they actually typed does not agree with what they think they typed.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  14. Updating the DME requirements

    The current forms required by CMS are outdated or non-existent. After charges are entered, you click on the extra tab located to the far right. The user will choose which form to complete. Can you please update. I've attached the DMS requirements and copies of the forms

    1 vote

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  15. Pending Charges list Refreshing.

    Client would like the pending charges window to refresh while minimized.
    Currently when the window is minimized it will not refresh.
    You have to maximize the window, make sure the focus is on the charges and payments window then wait 30 seconds or more for the pending charges window to refresh.

    Increasing the refresh rates within the pm causes an issue because it does not give you enough time to find the patient in the list before the list re_sorts and you lose your place in the list and have to start searching again.

    This is especially an issue when…

    6 votes

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  16. Client is requesting to be able to Archive Classsifications in the PM

    Client is requesting to be able to Archive Classifications in the PM that they no longer use. I went over how we added the option to archive old apt/week templates but they are wanting the classes to also be archived.

    1 vote

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  17. When a duplicate dx is on th esame line reject it in the edit before it can go out.

    When a duplicate dx is on th esame line reject it in the edit before it can go out. So it will not reject at the clearing house. This should be in the front end edit not discovered after the edit and batch and shipped.

    11 votes

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  18. Trigger when changing confidential communication

    I'd like to request a trigger addition. Right now if you change the "Confidential communication" field and ONLY that field, there is no trigger to update the patient audit log. Instead, they have to change "st." to "street" or something else in order to trigger the change. We cannot effectively extrapolate the changes that the practice makes to the confidential communications field and therefore are getting mixed messages on what types of communication the patient wants.

    4 votes

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  19. Tool to improve capture of Co-Pays

    I would like to see an option that could be selected to autolaunch the payment window when patients are checked into - to accommodate practices that collect co-pays at check in . This would insure that as FD staff click check in - that it auto opens the posting window to collect the co-pay. By automating this - it should help staff remember to collect copays and also speed up the process.

    In addition I would be helpful if we could visually see on the schedule which co-payments have been collected - maybe next to the apt confirm or on…

    7 votes

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  20. Appointment request notes missing after appointment is made.

    When an appointment request is made from the EMR you can add Patient Instructions and Additional Requirements notes. These notes flow over to the PM within the request. In the Appointment Request box, the red triangle contains both notes. Once the appointment is made, the provider's notes can no longer be seen from the PM. We have a client that would like for these notes to be kept for reference on the appointment, after it has been dragged to a schedule.

    1 vote

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