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MicroMD PM

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56 results found

  1. 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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  2. 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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  3. System should flag you when scheduling an appointment and the patient already has an appointment scheduled in the future. I

    When you are scheduling a patient, the system should flag you that the patient already has an appointment scheduled and ask you if you still want to schedule the appointment

    13 votes

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    1 comment  ·  Admin →
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  4. 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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  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 Statement from Patient Sequences in Charges/Payments

    Print Statement in Charges/Payments Patient Sequences window to print an individual Statement

    Requested Steps to define spec:

    1. Charges/Payments
    2. Select Patient
    3. Patient Sequences
    4. Print Statement (under Print Claims) in Task Pane

    Expected Result:
    When user need to print a statement for a patient, instead of having to go to Statements/Bills, user needs to be able to print the statement from the Sequences window.

    Current Result:

    User has to go to Statements/Bills, then search for the patient then print the statement

    Impact on Workflow:

    Slows down the process because billers sends out the bill when they receive an EOB from the insurance…

    9 votes

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  7. In the Patient Plan Sets show date insurance card was last scanned.

    It would be helpful to know the last time the insurance card was scanned into the patient record. This is especially true for the billing office who rairly sees the patient.

    8 votes

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  8. Patient demographic fields transfer to EMR

    When adding patient's employer contact, it should go into EMR.
    Family Size
    Pharmacy contact

    8 votes

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  9. 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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  10. Plan list

    The active insurance should be listed on top, not at the bottom of the list.

    8 votes

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  11. Add disable function to appointment classifications

    Would like to see some type of "disable" function associated with the appointment classification window. Under Appt/setup/appt classification, add a column or check box that would allow you to disable specific classifications, or only mark certain classifications as "active" Client with a very long list of appt classifications created, but they do not use many of them anymore. What they run into when scheduling an appt, when they go to the classification drop down, they have a very long list of classifications to either scroll through, or make an error and select one that they should not be using anymore.…

    8 votes

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  12. 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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  13. 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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  14. Patient Eligibility via Appointment Schedule

    With the new feature of PI ECM to verify eligibility so many days before it leaves an area where plans that need to be verified online or via phone. Appt Schedule grabs all patients regardless if verification has been done for appt already. Would like either a choice of plan/insurance class for Appt Schedule to run on this report or a report of appts for specific date not showing verification OR a report showing after automated verification is done which appts were not sent electronically.

    Choice to group by plan is currently available however most practices have too many of…

    7 votes

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  15. 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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  16. Bills/Statements

    For readability, The Balance Forward amount should print in the Balance column so that when a patient adds everything in that column it totals the same as the Please Pay amount. Also print the Please Pay amount only one page. Many practices have said that the patients think they are supposed to pay the amount on each page and they overpay.

    7 votes

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    0 comments  ·  Other  ·  Admin →
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  17. 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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  18. 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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  19. Moneris credit card payment report to include MicroMd patient account #'s

    I would like to see the credit card information that is sent to Moneris for the autopay to include the patient's account #. When you are reconciling the daysheets at the end of the day to the Moneris report, there is no way to know which $100 visa payment goes with which customer. If you included the account #, we could reconcile this much easier.

    6 votes

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  20. Designate the Legal Guardian and Primary Caregiver of minors electronically from PM to the EMR.

    Legal Guardianship and Primary Caregiver are crucial to pediatric patient care, transport and chaperon privileges. Legal Guardianship and Primary Caregiver are also NCQA’s Patient Centered Medical Home Section2: Element A, requirements 9 and 10. The PM system currently does not have the fields or method to define that information and transmit it across the interface to the EMR.

    Description of Request: Legal Guardianship and Primary Caregiver are crucial to pediatric patient care, transport and chaperon privileges. Legal Guardianship and Primary Caregiver are also NCQA’s Patient Centered Medical Home Section2: Element A, requirements 9 and 10. The PM system currently does…

    6 votes

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    1 comment  ·  Appointments  ·  Admin →
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