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MicroMD PM

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149 results found

  1. PM selected printer not printing charge slips

    Charge Slips will not print to the selected printer in PM. It will print to the local default printer. It seems when the mail merge document is printed it does not look at the selected printer under Print Setup in the PM. The Word application that opens needs to be able to communicate with the PM application and know what printer the user has selected for the session. I verified in Ticket 19447 MicroMD currently has no plans to change this and it would have to be submitted as a feature request.

    1 vote

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  2. Add merge field totals the sequences assoc. w/precollection

    Add a mail merge field that totals the sequences associated with the precollection balance, not one that is the total account balance, or the total patient balance due. The total patient balance due is misleading when doing sequence based collections.

    2 votes

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  3. Charge Slip to print patient entire name

    When the patient has a long name the charge slip does not print the entire name. Example attached. Patients first name with middle initial is 11 digits. and only 5 digits print. There needs to be some digits added to the name slot.

    6 votes

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    Closed  ·  1 comment  ·  Admin →
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  4. moneris

    I would like to customize certain parts of the receipt- account name or account number would be helpful

    1 vote

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  5. LOCK an ERA file when someone starts to post to it so another user cannot access it and result in duplicate posting

    An ERA file is locked by a user when one of the following occur in “Billing > AutoPayment Posting”:
    • The file is selected and “Load Autoposting Data” is clicked
    • OR
    o “Autoposting Report” is clicked
    • OR
    o “Autopost Payments” is clicked
    • If another user attempts access the ERA file, the subsequent user(s) would be notified that the file is locked by the initial user with the notification including the user who has the file locked.
    Requested Steps to define spec: As soon as an ERA file is accessed/report run... the would become "locked"
    Expected Result: Avoid…

    6 votes

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    Closed  ·  0 comments  ·  Charges/Payments  ·  Admin →
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  6. Have option to not allow balance to go to PT Resp depending on payor

    Client is already using Ignore Sec Writeoff option to stop Medicaid AL from auto posting additional write off on charge (was causing client to have to manually remove this writeoff and rebalance the charge as it was causing negative balance). Issue is system is also auto transferring the balance to PT Resp which is illegal. We need an option to stop the balance from going to the PT depending on the payer. Where these two options would work in conjunction.
    Balance should be written off, kept under Medicaid AL or transferred to Tertiary payer (when present).

    3 votes

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    Closed  ·  0 comments  ·  Charges/Payments  ·  Admin →
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  7. Adding feature to not transfer balance to PT Resp or leave the balance with the payer

    When patient has Medicaid AL as secondary (with no Tertiary) and there is a balance after Medicaid AL pays, we need that balance to either be auto written off or be left under Medicaid AL. This option would be used in conjunction with the Ignore Sec Writeoff option as placing a check in this check box is already handling a separate write off issue. It is currently illegal to bill the patient for this remaining balance.

    3 votes

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  8. When updating default plan set in Plan Sets tab, eliminate need to also update Default Plan Set in Cases Tab

    This client had a patient with multiple plan sets. The current Default plan set had been terminated (termination dates were present on the plan). We then proceeded to change the Default plan set in the Plan Set tab to the active plans. Then as a second step, we had to go to this patient's Cases tab and update the Default Plan Set field to match the plan set we updated in the Plan Set tab. If we don't do this second step, then when patient posts charges, the new Default plan set does NOT show at the top of the…

    2 votes

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  9. Quickly close the appointment history window

    The escape button is quick key for exiting windows in PM. However, it doesn't work on the appointment history. This should be an easy fix for Micro.

    3 votes

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    Closed  ·  0 comments  ·  Appointments  ·  Admin →
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  10. Update to export to the numbers of rows as supported by the new version of Excel

    Update for Powerbuilder 3rd party application to allow users to export to the new excel row limitations of 1 million rows to allow for exports to the new excel file formats.

    1 vote

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  11. MicroMD PM Appointment Recurrence

    We would love the ability to select a default Pattern for the Appointment Recurrence. i.e. Select Weekly instead of Daily.

    1 vote

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  12. patient letters mail merge fields

    Add patient appointments field (next appt, last appt) as a mail merge field for individual patients letters (not just group mail merge letters as is now the case)

    WORKFLOW: huge impact in cases where indiv letters need to be sent staff has to hand write the dates or create a group mail merge and delete the names of patients that are not needed on this list this can be cumbersome when creating letters for multiple dates... The field should just be available...

    All field available for group mail merge documents/letters should also be available for individual patient letters (printed individually…

    3 votes

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    Closed  ·  0 comments  ·  Appointments  ·  Admin →
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  13. payment plan

    Allow payment plan to be set up and linked to mail merge letter for those practices that do not have the credit card module...

    1 vote

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    Closed  ·  0 comments  ·  Charges/Payments  ·  Admin →
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  14. Sort on columns in Patient Sequences.

    It would be nice to have the like the ability in charges and payments window on the patient sequences to sort on the Service column that shows the date of service for the sequences. Users have the ability to sort on columns in other windows.
    They would be able to put the sequences in date of service order. This would be great in helping to spot duplicate charges. It would also help users see if there are dates of service that may have been missed in posting.

    1 vote

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  15. Balance Write-off tool needs to be able to sort by date of service

    If you want to write-off a certain date range you can't. You can only select "posting date", but not the date of service. This would be a very helpful addition.

    2 votes

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  16. Patient receipt descriptions length

    An option to be able to have longer descriptions on Patient Receipt print-outs in PM. Some clients like to manually add in notes to descriptions in procedure codes for individual patients.

    2 votes

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  17. client is requesting an option to search by Insurance Class when searching for a Plan in a Patient's Plan Sets tab

    When in a Practice Management -Patient (F5) -Plan Sets tab and placing a % sign in the Plan Id Field the Plan search window pulls up.
    They would like to be able to either Search by Insurance Class or show the Insurance class in that window to be able to Sort by Insurance Class. They frequently see patients that do not have their ID card so they do not know address of the Plan.
    They would also like the Insurance Class attached to the Plan that they have selected to display in the Plan Sets window once you add the…

    2 votes

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  18. Printing a list of the Charge Slip patients

    Would like to be able to print a list of all the patients that had charge slips printed on certain day before posting charges to them. With some of the information that is on the charge slip itself: like ID# Name, Balance owed, last seen, etc.

    2 votes

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  19. When Patient Demographics changes in Once Practice, can this be updated in all other practices that the Patient exists in?

    When Insurance or Patient Demographics changes in one Practice, User should be given the option to automatically update the same information in all other practices that the patient exists in and is found using the global search capability.

    6 votes

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  20. Add status Drop Down to Referral Detail window

    We would like to have a drop down added to the Referral Detail window in the PM where we can select the status of the referral. Preferably the practice would be able to establish the list of selections in the drop down.
    Within the patient demographics you can select the blue book icon in the tool bar which opens the Referral Detail.
    The Referral feature in the PM is used to track the authorizations and discussions with the insurance. Some patients are with us 3+ months so that is a lot of phone calls and discussions with insurance that we…

    3 votes

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