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MicroMD PM

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56 results found

  1. Improve the Daysheet to make it easier to balance at end of the day

    The Daysheet is used to balance but several manual math calculations have to be done to get true totals. For example - adjustments/credits are listed but the practice everyday has to do the math - why not add subtotals? Also now with some payments posted on line with E-Payments and some posted inhouse - again we will have to run subtotals and totals to balance. This is especially important with large practices that have several employees posting that have to balance - and then all of those have to be combined and balanced for the grand totals using the combined…

    6 votes

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  2. Claims Processing EB

    Description of Request: Add Other Subscribers DOB check to the batch report instead of allowing it to occur in a Post Batch Error. Remove Missing Ref Phy ID warning. Be specific, detailed where and how this function would work and enhance the users experience.
    Requested Steps to define spec: Key component
    Expected Result:
    Actual Result: Give result
    Impact on Workflow: When the Post Batch Error occurs, the user has to make sure the batch is reset, correct the birthdate and then start the process over. This is time consuming especially if the EB Summary Report is lengthly and has to…

    6 votes

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    0 comments  ·  Other  ·  Admin →
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  3. Mass Appointment Move Utility

    It is quite often a provider will leave a practice and those appointment need to be moved to another appointment schedule. What would be nice is a Utility that would allow you to get all future appointments for that provider and allow those to be moved to another provider schedule.

    Currently you have to move all appointments by hand which is very time consuming especially if you just got a replacement provider and all appointments need to be copied from that provider to another.

    6 votes

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  4. When accessing 'Charges and Payments' the ability to sort by dates of service should be added

    The list of DOS tends to get long, and the ability to hop to either the beginning or the end of the list should be available in order to more efficiently work with claims.

    5 votes

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  5. Indicating guardian for patients who are minors

    If a patient is a minor, have something in PM indicating so, and prompting a new box where guardian (parent) name and phone numbers can be entered. We rarely call a 5 year old to remind him of their appointment, or ask questions about a medical record. Right now we have to list parents names, numbers in notes, and it is inconvenient

    5 votes

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  6. UDS Table 7 Data should come from EMR not from PM Patient Details

    Your CHC clients that are using both PM and EMR should not have to perform double entry for the Hypertension and Diabeties outcomes required for the yearly UDS report. The data is in EMR and the report should use that data rather then rely on staff to redundantly enter the outcomes in the PM. Since we are all moving toward EMR, this requirement is unnecessary today.

    5 votes

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    0 comments  ·  Other  ·  Admin →
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  7. 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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  8. Detailed Eligibility Report

    Detailed Eligibility report. Eligibility report should be similar to the one customer can get from the Insurance company websites that includes the type of Plan or Plan Name, the IPA name, and PCP address.

    Requested Steps to define spec:

    1. Run Eligibility
    2. Report should include type of Plan or Plan Name, the IPA name, and PCP address (i.e. HMO, PPO or Medi-Cal. IPA is IMG, EHS, La Salle, or Health Net etc.) After PCP’s name, the address should also populate

    Expected Result:
    Report should include type of Plan or Plan Name, the IPA name, and PCP address (i.e. HMO, PPO or…

    4 votes

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  9. Allow users to search for a patient by responsible party

    Currently, there is no way to search for the list of responsible parties. When we get bankruptcy notices for an individual, they might be the responsible party but we have no way to search for them in the database. This should be a search option when you hit 'F5'.

    4 votes

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  10. Allow Default Plans Sets to be User Defined by Practice

    Allow the default insurance plan set to be Practice defined by removing the Container Class. Currently, the container for the Default Insurance Plan Set (Yellow) is created when a new patient is created in the Practice Management System. When primary insurances change for a patient you have to remove the data from the container and update, else if you delete the default plan set the patient no longer has any default plan set. If you then add a new default plan set it will be at the bottom of the list of insurance plans, not at the top.
    Description of…

    4 votes

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    1 comment  ·  Other  ·  Admin →
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  11. Pending Charges Range by Name or Date

    Allow each user to choose what Date or Name range they want to work on. This is especially helpful for RHC and FQHC customers because they usually see about 100+ patients per day and have multiple billers who posts charges.

    4 votes

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  12. 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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  13. Archive old apptointment templates (Day Set up, week set up)

    Description of Request:: Clients have been on MicroMD for over 10 years and have LOTS of old templates sitting under Day and week. They would like a way to archive them or somehow get them out of eyesight for when they are setting up new ones. Getting VERY cluttered

    3 votes

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  14. 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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  15. 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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  16. Add Chronic Diagnosis Code & Description to merge field options when creating a mail merge document

    Need to have chronic diagnosis code and description in the merge field options when creating a mail merge document. Specifically when creating daily progress notes, we cannot input patient's chronic diagnosis, only their last diagnosis which is not always accurate for current treatment.

    2 votes

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    1 comment  ·  Other  ·  Admin →
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  17. Electronic Payer ID

    Having the electronic payer ID show up when doing a search for insurance plans would save one from having to open each plan to see what or if an electronic payer ID has been attached to the plan.

    2 votes

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  18. o The ability to automatically split dental slide procedures depending on if they are flat rate fee or precentage

    The ability to automatically split dental slide procedures depending on if they are flat rate fee or precentage. Some procedures for Dental Sliding Patients need to have a flat rate fee and some need a percentage.

    2 votes

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  19. Patient Detail

    Description of Request: Clinigration should copy employer from PM to EMR.
    Requested Steps to define spec: Key component
    Expected Result: When completing these fields in PM, data should be copied to EMR.
    Actual Result: Give result
    Impact on Workflow:

    2 votes

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  20. Increase the refresh time on the appointment clipboard

    When client reschedules appointments, about every 8-10 seconds, it refreshes and puts her back at the top of the list of appoinements to be rescheduled. She is in busy practice.... There is no way she can get through her list of people to be re-scheduled that quickly. She needs it to stop refreshing the clipboard OR at least slow it down considerably

    2 votes

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