Add QR Code to Patient Demographics to access the patient portal
Demographics
2023-09-11
Why we created this: Previously, the only method of allowing a patient to fill out their information in the Patient Portal was to send an email. You now have the ability to scan the QR code with a mobile device or tablet so the patient can create a password and sign into the patient portal when they arrive at your office.
How it works: In the patient demographic screen, you have the option to either email the patient the Patient Portal link ahead of time, or, if they don't fill it out and arrive at your office for their IE you can scan the QR code. The patient will then use the email address linked to their profile in OptimisPT and create a password. They'll be able to fill out all of the patient demographic information, medical history, etc. without the need for any paper in the office.
Update for Actions search
Documentation
2023-09-11
Why we created this: When the provider first enters the "add actions" section, the view of available actions is still too limited. In receiving feedback from many clients, we've come up with a more streamlined way of searching in "add actions 2".
How this works: The initial view upon clicking into "add actions 2" will now have the following parameters:
-Actions filtered to the body region but not down to the pattern
-Action view expanded already to:
- expand all
- gallery view
- Only those actions with pictures
- All actions within intervention
We only need two search buttons:
- Search all in current intervention
- Search all in ALL interventions
Mandatory Documents in Patient Portal
Scheduling V2
2023-09-11
Why we created this: Previously, any documents added in the patient portal were included, for all patients. Practices need the ability to add "optional" documents that only certain patients would need to see (i.e. pelvic health consent to treat, Work Comp form, etc). Users will now have the ability to designate whether a document is "sent to all" or "sent upon selection"
How it works: In the "Portal" tab in the practice admin settings, when you add a document, designate whether it is "sent to all" or "sent upon selection". In the patient demographics section where you send the portal invite, select any documents designated "send upon selection" prior to sending the portal invite
Time in/Time Out should not be required for Absent Visits (Progress or Discharge)
Scheduling V2
2023-09-11
The new "time in/time out" hardstop was also being required on "absent" visits. This update fixes that since there is obviously no "time in-time out" without the patient being there.
Be able to click the star to add AND remove as a favorite
Documentation
2023-09-11
You now have the ability to remove the "star" as a favorite from within your documentation. No more need to go into your "my favorite templates" to delete it as a favorite. If you feel you want to add it again in the future, simply click the star again. You can still reorder the favorites from the "my favorite templates"
Custom exercise update
Documentation
2023-08-16
Why we created this: Many therapists have created a large amount of custom exercises. Filtering through the list and trying to find an exercise can become challenging with the more custom exercises you create.
Expected Function: You now have the ability to filter the exercises in alphabetical order, add a "type" of exercise (stretch, strength, balance, mobility, motor control) add a "tag" to be able to search by, and a new ability to search by body region, "type" and "tag".
MRN Search for Audit Logs
Admin
2023-08-16
You now have the option to search by MRN in the audit logs, which is helpful when you have many patients with the same last name.
Link to outcome measures from measures section
Documentation
2023-07-24
Why we created this: If the therapist has to go into the outcome measures in the EOC section, it's a few clicks to get there (and they don't always know where to go. If there was an intuitive link in the measures section that allows you to return to the measures section (like we have in the diagnosis section), this would be more intuitive and less clicks.
How it works: When in the measures section, the new "Outcome Measure" button allows the user to land in the EOC section in the Outcome Measures tab. You can then perform whatever is needed in that section. There will then be a blue banner that allows them to "return to visit" in the meausres section from where they came.
Text Template free text box expansion
Documentation
2023-08-16
Why we created this: In some sections of the initial evaluation, some therapists use the text boxes for a considerable amount of information, but when expanding the text box, it creates a "ghost like" appearance and you can't easily read the verbiage further down in the box
How this works: Now when you drag and expand the text box down, it will move down the rest of the page so that you're able to see the full text
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Add to information bobble in patient tab
Admin, Demographics
2023-07-24
Why we created this: It's not obvious in the "patient" tab how you're able to see "all" of your patients
How it works: We added the statement to the information bobble that already exists in the patients tab, "To see your entire patient list, put a comma and hit enter"
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Add toggle at insurance level for "alert for time in/time out"
Admin, Billing
2023-07-24
Why we created this: United Health Care is now requiring "time in/time out" for all of their commercial plans, and some additional plans. This area is easy to miss when the therapist is documenting and it's a new rule as of July 1
How it works: We added a toggle/button at the insurance level to "alert if time in/time out required", that will throw an alert if the therapist is about to sign the document and they did not click on and indicate a "time in/time out".
Add "Visit Type" Filter Option in Scheduling V2
Scheduling V2
2023-07-24
In the schedule cogwheel in Schedule V2, you'll now see a radio button for a "visit type" filter. This will allow you to see the total for all of the different visit types.
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Add new patient flag to complete patient report
Documentation
2023-06-28
Why we added this: Now that we've released the new feature "Patient Flags", the Complete Patient Report is a quick way to see which patients are "flagged".
How it works: If you run the Complete Patient Report, any patient that is "Flagged" will have a Flag icon next to the name with the color that was designated in the setup of that Flag at the Practice Admin Level. You can filter by these flags.
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Patient Flags
Documentation
2023-06-28
Why did we create this: Users have requested the ability to have an alert or hard stop when scheduling a patient based on different reaasons
How it works: Flags are a new feature set up at the patient demographic level as an alert or hard stop when scheduling the patient Schedule V2.
The setup for Flags can be completed in the Practice Admin settings - General under a new tab called "Flags". Examples of reasons that you may "flag" a patient are Frequent no-show, Interpretor needed, Patient Payment Plan, Hardship approved, and many more. You have the ability to set up each flag so that you recieve and "alert" when attempting to schedule the patient, or a "hard stop".
Add Cancels and Late Cancels back to schedule V2
Documentation
2023-06-28
Why we created this: We have received requests to have better visiility at the schedule level for cancels and late cancels. In Schedule V2, we've added the ability to view cancels and late cancels with a click of a button
How to use this feature: In the settings cogwheel in Schedule V2, a user can click "Show Cancelled Visits", which will make them appear. They will have a line through them. They are not clickable, nor are they movable.
Add (Subjective) next to RRFR and "Objective" next to examination
Documentation
2023-06-28
Why we added this: Some new practices have requested to make it obvious for users that "Reason for Referal" and "Patient Status" are synoymous with "Subjective", and the three indented areas under "Examination" are synonymous with "Objective" findings.
Add sort feature to the "Time" column in the billing tab
Billing
2023-06-28
Why we added this: We received requests to be able to sort by the time column in the billing tab. This update now allows this.
Add a Check All Remove All to EOC Tags Creation/edit
Documentation
2023-06-28
Why we created this: With the addition of new EOC Tags, the "check all" and "remove all" helps with efficiency of adding or removing EOC tags when a practice has multiple clinics within the practice, and brings this feature consistent with other areas of the program that have and add/remove all
How to use this feature: In the Practice Admin settings under "Episode of Care Tags", once you create a tag and select a color, the "select/remove all" is available for the clinic selection
Sort options for "Billing" tab
Billing
2023-06-14
You will now have the ability to sort the columns in the billing tab
POC expiration hard stop
Documentation
2023-06-14
Why we released this: Clinicians are still missing the red stop sign in the bottom left corner of a visit that the "Plan of Care Certification Period has Expired". If ever audited, this would cause money to be taken back if visits are not covered by an established and signed POC
How this works: This update will not let you create a visit document until a new Plan of Care Certification has been added to cover all dates of service. The exception is "One Time only Evaluation"
Update to the story: The first date this was released, there was a problem creating documents in visits in the past if the POC cert had expired. The bux fix allows you to now create documents IF that visit was covered by an established POC certification period
Wrapping Issue for Top Bar
Documentation
2023-06-14
In the visits screen, the top bar seems to be wrapping oddly only on smaller screens, if FOTO is being used within the practice. This update fixes this.
Do not allow a patient's payment source to be deleted if its already used in a billing case
Billing
2023-06-14
If a payment source has been used in a billing case, that payment source should not be allowed to be deleted
Custom Table to not be autochecked as of next visit
Documentation
2023-06-14
When a custom measures table is used the first time, the next visit it current is checked to "include on note". The provider does not always "touch" the custom measures table, so they don't always want it to auto appear in the documentation; especially since it comes through blank on the next visit.
This update allows default for the "include on note" to not be checked
Add secondary insurance to the top of a visit
Documentation
2023-06-14
When Medicare is secondary, it should be obvious to the provider so that he/she can follow the compliance guidelines; especially for the POC. This update allows the secondary to be visible when the patient has a secondary insurance
View of the billing record detail in the visits section
Documentation
2023-06-14
Why we added this: Practices that use the "fee ticket" from the billing record have requested a single place to easily access this versus going into each billing record individully
How this works: This feature will allow users to view individual fee tickets as well as a summary of the fee tickets for the Episode of Care without having to go into each individual billing record. There is a toggle to turn this "on" for your practice. You'll find this feature in the EOC visits and documents section.
Hard Stop Auths are Including Current Visit
Documentation
2023-06-14
Visits were not allowed to be finalized because of the hard stop for authortization, however, the visit count and expiration date were not being exceeded. This updated fixes this feature to allow billing to go through.
Map FOTO Orofacial measure to OptimisPT
Documentation
2023-06-14
The Jaw Functional Status Scale (JFSS) was not mapped from FOTO to the measure in OptimisPT. This update fixes this when neurological is the "care type" in FOTO, and orofacial is the "impairment".
Option to increase or decrease the font size and zoom in Schedule V2
Scheduling V2
2023-05-18
We have added the ability for users to choose their zoom levl in Schedule V2. Users also have the ability to change the font size of the patient's name in the appointments on the schedule. These two options can be found under the user settings in Schedule V2, which is the gear cog icon.
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Add Field Selectors for Daily Visits By Status Report
Reporting
2023-05-15
We have added the ability for you to select which fields you would like visibile on the Daily Visits By Status Report. If you choose the field selector option, you will be able to see the fields and check off or uncheck whichever fields you want. If you have a report that you regularly run, you can save those fields in a favorite, to easily grab that as needed. Please note, you must click CLOSE in order for your field selection to fully take effect.
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Checkbox for Turning V2 Hover over Appointment Off
Scheduling V2
2023-05-15
We have added the ability to turn the hover over for more appointment info off in the user settings of schedule V2. You can choose as an individual to have the hover on or off.
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Retention Report Updates
Reporting
2023-05-15
We have made some enhancements to the patient retention report in OptimisPT. We have added hyperlinks to the demographics from the MRN. We have also added the number of remaining authorizated visits as well as the authorization expiration date. We have removed the therapist name if you are filtering by a specific therapist. We have removed the clinic name if you are filtering by a specific clinic. We have added the episode of care name and hyperlinked that to the episode of care. We have also added the last visit type of the EOC to the report.
Add a "send now" option to V1 and V2 scheduling in order to send the appointment reminder instantly
Admin, Scheduling V2
2023-05-15
We have added the ability to send appointment reminders, even if the automated reminder is not yet scheduled. Previously, users would have to schedule the reminder first manually, before being able to send. The manual scheduling has been removed, and now an option has been added to send the reminder immediately even if it has not yet been scheduled.
Please note, that this feature is in addition to the automated appointment reminder system, that sends an appointment reminder out approximately 24 hours in advance.
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Episode of Care Tags
Admin, Scheduling V2
2023-05-09
We have added the ability to tag an episode of care. These tags can be setup in the Admin section, under the EOC tags menu. Tags can be assigned a description and color and can apply to one or more clinics. You can tag an EOC from the episode of care screen. The tags will be present and visible in the schedule screen and in the episode of care. You can also filter the schedule by the episode of care tags, by enabling the tags legend, in Schedule V2.
Toggle for Filter Option (Gray vs Dissapear) and Visit Counts
Scheduling V2
2023-05-09
In the filter options for Schedule V2, you can now choose the filter action. You can chose between removing the appointments from the view or graying them out in the view. These are available in the options of Schedule V2 for each user.
Do not allow an appointment to be scheduled in V2 if one of the filters is on (visit status, categories, eoc tags).
Scheduling V2
2023-05-09
We have added a lock on the ability to schedule an appointment in V2 if there is a filter present. If you have used one or more filters in the schedule, you cannot schedule an appointment without removing the filters. This will help make sure you do not double book appointments accidently.
Changes PTOR/FigMD MIPS Provider Toggle
Admin
2023-05-08
We have updated the provider toggle to no longer apply to PTOR as it does not exist anymore. We have replaced this toggle with our new option of Patient360. You can now choose which providers will send data to Patient360 for MIPS reporting.
Add ability to archive a measure
Documentation
2023-05-04
"Archive Measure Net Visit" allows the user to remove the measure from the measures section on all subsequent visits. This is helpful for those measures on an eval, reeval or progress report that have achieved "normal"
Add "clear all parameters" button
Documentation
2023-05-04
We have added an option under each treatment in the treatment section in order to clear all parameters from an action. This is an easy option to remove any default parameters that you would not like seen.
New schedule column/row borders update
Scheduling V2
2023-05-04
We have made the schedule column and row border bolder and moved it in front of appointments when you click on a specific time on the schedule.
Add :00 for times on Schedule V2
Admin, Scheduling V2
2023-04-26
We have added the :00 for all times on schedule V2 in order to create consistency. So now instead of 7am, you will see 7:00am
Add warning in Schedule V1 that a visit cannot be checked in because there is no billing case
Admin
2023-04-26
We have added a clear warning for the reason for not being able to check in a visit, if the billing case does not exist
Add Categories for Billing and Clinic Holds
Admin, Billing
2023-04-26
We have added categories for the billing and clinic hold options. Now, when you add a clinic or billing hold in the billing record, you will have an option to select a category that practice admins can setup in Admin, General, Hold Categories. Once you select clinic hold or billing hold in the billing record, you will be presented with the relevant categories. These are filterable and viewable on the billing tab as well.
Ability to Highlight a specific Row or Column on Schedule V2 with a border
Scheduling V2
2023-04-26
We have added the ability for you to highlight a row and or column on Schedule V2 with a border, just by clicking. If you click on a row or column, it will put a black border around that selection.
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Allow the visit status and schedule categories to "filter" schedule
Scheduling V2
2023-04-21
We have added the ability in ScheduleV2 to filter the visits you see on the schedule display easily by clicking on the legend at the bottom. You will be able to filter now by visit status and schedule categories, simply by clicking on each one. One or more filters can be applied at a time.
Update to the authorized visits alert and hardstop
Admin, Billing
2023-04-21
We made some minor adjustments to the hard stop and alert parameters to more accurately reflect what is in the authorization and thus throw the appropriate alert or stop.
Patient List Report Updates
Reporting
2023-04-19
We made some modifications to the backend query to ensure speed and reliability of the report. Also, after feedback, we removed cancelled/rescheduled visits from the report, that were added in a previously release.
Issue Resolved: Patient Contact Card defaults to Male, even if Female is selected for patient
Bug, Admin
2023-04-18
We have fixed an issue that caused the patient contact card to display Male even if Female was selected at the time the patient was created.
Daily Visits By Status Clinic Column for running For Therapist
Admin, Reporting
2023-04-18
Previously, when running the Daily Visits By Status report, the clinic column would not be present when you ran the report For Therapist. We have added that column into the report when you run it by that parameter
Add "Insurance Eligibility" to Attachements/Documents Types
Admin
2023-04-18
We have added a new document and attachment type called Insurance Eligibility when uploading documents.
A billing case must be attached to an Episode of Care in order to check in a visit
Admin, Billing, Scheduling V2
2023-04-10
We have added a rule that requires a billing case to be attached to an Episode of Care, in order to check-in a visit under that Episode of Care. This will ensure that all compliance and billing rules pull into the visit correctly at the time of documentation and check-in. If you do not have a billing case at the time of check-in, you will be prompted to create one.
Add Supervising Therapist filter to Biling Tab
Admin, Billing
2023-04-10
In the billing tab, we have added a filter to allow you to filter by the Supervising Theratpist attached to the visit. When selecting a supervising therapist, only visits that have that person as a supervising therapist will show.
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Option to allow same day reschedules in Schedule V2 to not require a reason
Admin, Scheduling V2
2023-04-10
We have added an option in Schedule V2 that will allow practice owners to choose if they want to require a reason for a same-day reschedule. As long as the appointment is being moved to the same day, with this toggled on, you will not be required to enter a reason.
Waitlist will pull the default schedule category from the Episode of Care by name
Admin, Scheduling V2
2023-04-10
We have updated the waitlist to include the schedule category name, instead of "use case setting".
Schedule V2 appointment dialogue box check-in visualization enhancement
Admin, Scheduling V2
2023-04-10
Previously, the appointment dialogue box would disapear for a moment when a user clicked the check-in button in Schedule V2. Now, the box will not disapear when checking in an appointment.
RTM Visit types should not show on the NPS Report
Reporting
2023-04-10
We noticed that RTM visit types were showing on the NPS report, even though the NPS was not being sent for any RTM encounters. Now, the NPS report does not show RTM visit types.
Ability to bulk delete custom actions
Documentation
2023-04-10
We have added the ability to bulk delete custom actions. You can now select one or multiple of your custom actions to delete from the custom actions section. If you click on your name in the upper right hand corner, then click My Custom Actions, you will see your custom actions and checkboxes for selecting them.
Update the emailed version of Upcoming Appts from the schedule to match a similar look to the PDF
Admin, Scheduling V2
2023-03-30
We have updated the emailed version of the Upcoming Appointments printout to follow the same format as the printed version. This creates consistencny between the two, including adding the correct clinic to the emailed version. We have also added the option for patient's to add the appointment to their Google calendar if they choose to do so.
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Primary Referral Source will automatically populate to the fax recipient drop down field when faxing.
Admin
2023-03-30
We have re-introduced the ability for the primary referral sources primary fax number to automatically pull into the recipient dropdown when faxing documents.
Report of drop downs for parameters missing in certain cases
Documentation
2023-03-30
We have fixed a small issue where for a subset of users, drop down for parameters in workouts were not appearing.
Authorization Alerts
Billing, Admin
2023-03-30
We have added the ability for you, as a practice, to choose levels of alerting for authorizations. You now can choose “no alert”, an “alert”, or a “hardstop” for each insurance for the authorizations. This only applies to Version 2 of the Schedule.
You can read more about this feature here: https://university.optimispt.com/wp-content/uploads/2023/03/Schedule-Authorization-Alerts.pdf
Outcome measure PDF labeled as "outcomes"
Documentation,Admin
2023-03-29
When an electronic outcome measure is "completed", the label in the documents section will now reflect "outcome". If you're using a paper outcome measure and upload it to the documents section, the label of "outcome" is now available to better reflect the document that was uploaded.
In all clinic and provider setup for Schedule V2 the time selection will now be a clock
Admin, Scheduling V2
2023-03-29
We have updated the time selection boxes for Schedule V2 setup to be a clock selection instead of a dropdown. This should be much easier to choose the appropriate times in these setup locations instead of having to scroll through many times.
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Validation Added to Alternate Fax and Phone Number for Physicians
Admin
2023-03-29
We made some minor adjustments and added validation to ensure that both a primary fax and phone would be required before users could enter secondary fax and phone on referral sources.
Documentation,Admin
2023-03-29
We have added patient headers such as patient name, MRN, date of birth, and creation date to the top of each page of the automated outcome measures document.
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Home Plan and General Correspondence added to document and attachement upload options
Admin
2023-03-29
We have added two new option types for the attachement and document upload sections. Home Plan and General Correspondence are now available to be chosen when uploading items to OptimisPT
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Add rule for cancel, late cancel, delete to the visit list in the EOC and Patient Visit Lists
Admin
2023-03-29
If you have the option to force late cancel within 24 hours, this will also now not allow you to cancel/late cancel/delete visits that are within 24 hours or past the appointment time, from the visit list. You will need to do this now from the schedule instead. You will see an information icon next to any visit in the visit list that you cannot interact with in those manners.
Keep times available for Late Cancel, Cancel, or Reschedule for the appointments
Admin,Reporting
2023-03-29
Previously, when an appointment was removed via a cancel, late cancel, or reschedule, the time would dissapear from the visit list and reports. We are now leaving the time available for viewing in reports and the visit list. You will now be able to see what time an appointment was, even if it was cancelled or rescheduled.
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Payment Report Query Update
Reporting
2023-03-29
We made a small modification to the payment report query to account for timezone discrepancies that would cause some unintended results to be ommitted from the payment report.
Remove targets for documents at Patient EOC level
Documentation
2023-03-29
Based on requests from many therapists across the country, we've added the ability to "hide" the targets on the documentation. This is primarily for those patients who will never achieve the high level targets that are listed, but it's time consuming to adjust each target to be reflective of the level they can achieve. For those EOC, a user can now remove the targets from the documentation so that the documentation remains accurate and it is a more efficient process for the therapist. The targets can be added back at any time on future visits.
Add Clinic Hold and Billing Hold visits to the case visit count in the Daily Visits by Status Report
Admin,Reporting
2023-03-29
Previously, billing and clinic hold visit statuses were not being counted in the case visit count field that appears in the daily visits by status report. We updated that count to include that.
V2 Schedule Display Updates 1 Default Schedule Per Clinic
Admin, Scheduling V2
2023-03-21
We have made some adjustments and enhancements to the V2 schedule display. It should be more accurate in terms of open and closed times on the schedule now. Part of this update also includes the restriction on creating default schedules. Only 1 default schedule per clinic, per provider is allowed for Schedule V2 in the admin setup. Additional schedule deviations from the default would need to be setup in the Provider Additional Customizations section.
Ability to Hide or Minimize Top Search View on Schedule V2
Scheduling V2
2023-03-21
You now can change the size of the top search bar of the schedule as needed. If you hover over the bottom line of the search area, you will be able to drag and shrink the search area.
Clear buttons for the EOC and Patient in Schedule V2
Admin, Scheduling V2
2023-03-21
We have added the ability to clear out the selected patiently easily with the inclusion of buttons to clear both the EOC and the Patient from the search in Schedule V2. You will see two new X buttons that allow you to clear either the EOC or the Patient
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Allowing for 98977 Monitoring Data to be on Same Day as 98975
Documentation,Billing
2023-03-21
Previously, you were not able to have 98977 monitoring data on the same day as 98975 for Remote Therapeutic Monitoring (RTM). This update will allow users to have both.
Waitlist Not Functioning for Some Users Resolved
Scheduling V2
2023-03-21
We found a small issue that would occassionaly not allow certain users to utilize the waitlist. This has been resolved and all users with access to the schedule now have access to the waitlist.
Internal Updates to Medicare Certification Status report query
Reporting
2023-03-16
We have added some optimizations to our query for the Medicare Certification Status report to enhance speed and deliverability of the report.
Added functionality to schedule a visit with more than 1 provider in V2
Admin, Scheduling V2
2023-03-15
You now have the ability to choose 1 or more providers when scheduling an appointment in V2. This will allow you to place an appointment on the schedule or 1 or more providers at the same time. You also have the ability to select the supervising therapist at the same time of creating the appointment. The resource highlighted in blue will be the listed provider for the visit. You can change the listed provider by clicking on one of the providers you selected to highlight it.
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Alert upon checkin if a physical resource is listed as the provider
Admin, Scheduling V2
2023-03-15
If the appointment is scheduled with a physical resource and that physical resource is listed as the provider, an alert will be shown to the user upon check-in to ensure they understand they are checking a visit in under a physical resource. Once a visit is complete, the provider name cannot be changed, so it is important to ensure you have the correct listed provider prior to checking the appointment in.
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If a visit is schedule with both a physical resource and provider resource, default the provider resource to the listed provider.
Scheduling V2, Admin, Documentation
2023-03-15
We have added the ability to automatically default the provider to a non-physical resource, in the event that an appointment is scheduled with both a physical resource and a non-physical resource at the same day.
Notes now print on the receipt correctly in V2 for payments entered
Admin, Scheduling V2
2023-03-15
We identified issues where notes where not printing on the receipt correctly in schedule V2. This has been remedied and notes will now print correctly on the receipt.
Internal Updates to Payment Report query
Reporting
2023-03-15
We have added some optimizations to our query for the Payment Report to enhance speed and deliverability of the report.
Ability to turn off Schedule Version 1 Completely for a Practice
Admin, Scheduling V2
2023-03-07
We have added the ability for a practice to not allow their users to use version 1 of the schedule, once they have transitioned to version 2. In order to turn off Schedule V1, the owner of the practice must send a support ticket requesting version 1 of the schedule to be turned off. This will allow you to fully transition to the new and improved Schedule V2.
Treatment Issue When Switching Episodes of Care
Documentation
2023-03-07
We have fixed an issue, that caused treatments to hide in the background when the episode of care is switched on a visit. We called this ghost treatments. We have now added a function to remove the treatments when the episode of care is switched. Please note, that when switching the episode of care a visit is tied to, that documentation in that visit will be lost, including but not limited to, the treatment section. This process is done automatically in the background with no action required on your part.
Outside Authorization Hours Warning on Waitlist Schedule V2
Scheduling V2
2023-03-07
We identified an issue with the waitlist on the schedule V2, that would cause the input to appear as though the visit were outside the authorization window. We have fixed that with this update.
Treatment Will Not Load on Back Arrow
Documentation
2023-03-07
We identified an issue that was causing some visits to not load when the back arrow within the visit was used to go to a previous visit. This only affected the treatment section on certain visits. This update has fixed this issue.
Multiple Office Locations for Physicians (Referral Sources)
Admin
2023-03-06
We have added the ability for you to specify multiple office locaitons for your referral sources. You will be able to select multiple locations, with one being the "primary" location. You would add a new office location, just as you would for an insurance office location.
Archiving Billing Cases
Admin
2023-03-06
We have recently added the ability to archive payment sources, now you can archive billing cases as well. When a payment source is archived, all billing cases attached to that payment source will be archived as well. You can also individually archive billing cases, by unchecking the "active" button inside the billing case, in the episode of care. You can unarchive billing cases as well. You will see all archived billing cases below the active billing case in the billing cases section of the episode of care.
Add Clinic Address as a variable for SMS reminders
Admin
2023-03-06
We have added the ability to add the clinic address to your automated SMS appointment reminders. You can add in the address variable, which will automatically pull the address in from the clinic the patient will be seen at to the SMS message. You can customize your SMS message in the Admin tab, under the general settings.
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Add the Days Since Last Progress Report in the Appointment Box in Schedule V2
Admin, Scheduling V2
2023-03-06
We have added an indicator for how many visits it has been since the last progress report in schedule V2. This is found in the appointment box when looking at a patient appointment.
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Issue with Scrollbar moving on the weekly view of Schedule V2
Scheduling V2
2023-03-06
We identified an issue where the scrollbar would be moving incorrectly when dragging and dropping appointments on the Schedule V2. We have fixed this issue with the update.
Not all custom exercises thumbnails within a workout are pulling through when saving to a pattern
Documentation
2023-02-24
This fixed an issue where certain pictures would not pull through to the exercises from a custom pattern in the saved workout.
Addition of 98978
Documentation
2023-02-24
98978 is a new code for RTM when the data transmitted back from the app is specific to monitoring cognitive behavioral therapy
Archive Payment Sources in Patient "Payment Sources" Section
Admin, Billing
2023-02-15
We have added the ability to archive old or unused payment sources in the patient's chart. You can now archive any payment source, and it will not be able to be used in the future. If you need to unarchive it, you can.
Deductible shown on Schedule V2
Admin, Billing, Scheduling V2
2023-02-15
We have added the ability for the deductible set in the patient's payment source to show the $ on the appointment just like the copay. Now, you will be able to see the copay and/or the deductible right from V2 of the schedule.
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For Provider add'l customization, add fields for lunch times
Admin, Scheduling V2
2023-02-15
We have added the ability to add lunch times to the additional provider customizations. This will allow you to set the lunch times, in the event that you need to modify a provider's schedule from the default. Please note, you can set the lunch times to be the same, 12pm-12pm, in order to NOT display a lunch time.
Next Scheduled Visit in V2 Displaying Incorrectly
Scheduling V2
2023-02-15
We have fixed a bug that was causing the next scheduled visit to show up incorrectly in some cases. This was due to cancellations/no-shows that were throwing off the check for some patients. This has been resolved. This only affected Schedule V2
Add Sort Options to the Daily Visits By Status Report
Reporting
2023-02-15
We have added the ability to sort the daily visits by status report by any of the headers in the report. Simply click on one of the headers to resort the report as needed. Please note, the default sort is by date and then by time. This allows allows the labels to follow the sort order.
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Additional Customizations Not Archiving Bug Fix
Admin, Scheduling V2
2023-02-15
We have fixed a bug that was causing some archived additional provider customizations to still show up on the schedule V2.
Inactive billing cases will prompt a warning when finalizing a visit
Billing
2023-02-15
We have added a warning to let you know if a billing case is inactive, when finalizing a billing record. This will ensure that you have an active billing case prior to finalizing a visit.
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Include a reason when deleting an appointment from the schedule
Scheduling V2, Admin, Reporting
2023-02-08
There is now a toggle that will allow practices to require their users to write a reason when deleting an appointment, similar to the reason for reschedule/cancel/late cancel. This reason will show up in the daily visits by status report in the reason column. Practice owners can request this be toggled on by reaching out to OptimisPT support.
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Multiple SMS Segments
Admin
2023-02-08
We have increased the maximum allowed segments of the SMS reminder messages to 3 segments, of 160 characters each, for a total of 480 characters. You can now include more information in your SMS reminders. Please note, anything past the character limit will be cutoff. Also note, that we cannot control how a carrier delivers the message or how a phone displays the message. Some phones may combine all 3 segments into one, while others may be delivered as 3 separate messages. Please be sure to inform your patient that by accepting the automated reminders SMS, additional fees from their carriers may apply if they do not have unlimited SMS.
Keep patient in search if switching clinics in Schedule V2
Scheduling V2
2023-02-08
If you search a patient in the Schedule V2, you will now see that if you switch between clinics, that patient will stay in the search box, including the episode of care if selected.
Add Color Options for Schedule for Holds, Billed Visits
Admin, Scheduling V2
2023-02-08
You can now customize the border color of visits in the Billing Hold, Clinic Hold, or Billed statuses. These settings can be found under the Admin tab, in the Scheduling section of the clinic setup, under Schedule Display.
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A new filter created for discharged patients for Mass Emailing
Admin
2023-02-08
We have added a new filter option in the mass emailing section of the Admin tab under the Advanced settings. This will allow you to filter for patients that have a completed discharge or absent discharge visit type. The patient must have a valid email address, must have the Allow Mass Email checkbox, and must have a completed discharge or absent discharge visit type to be included
Post-surgical checkbox addition to the Episode of Care
Admin, Documentation
2023-02-08
We currently have the post-surgical check box in the Reason-for-Referral section that flows in the DVBS report and into the visit where the therapist can see where the patient is timewise in their post-op protocol.
We need to add this box in the EOC section where the front office can enter it when the EOC is created. This will allow us to see upcoming post-op EOC reflected in the reports as well. This is necessary for scheduling and follow-up.
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Schedule V2 will only allow one initial evaluation visit per episode of care
Admin, Scheduling V2
2023-02-08
In the new V2 schedule, you will only be allowed to schedule one initial evaluation per episode of care. Once you have one completed initial evaluation, you will not be able to schedule another initial evaluation visit type for that episode of care.
When editing an appointment from Schedule V2, the reschedule reason should not appear
Scheduling V2
2023-02-08
We have fixed an issue where when editing an appointment on schedule V2, the reschedule reason would appear occassionally.
If using the icons to text option on Schedule V2, darken the scrollbar
Scheduling V2, Admin
2023-02-08
The scrollbar that appears when you switch from icons to text to icons, was previously a lighter shade of gray that was hard to see on Schedule V2, we have increased the darkness.
Issue when printing schedule from V2 adding blank pages/alignment issues
Scheduling V2
2023-02-08
When a practice is printing out their schedule for the next day, it's skipping a page and cutting off the provider on the next page so the provider name doesn't stay with their schedule. The order also does not stay consistent with what the user has on their schedule view. This has been remedied.
Label Printing Adjustment
Admin
2023-02-08
We have made an adjustment to account for different printer settings to fix an alignment in the printing of labels. This should accomodate more printers/computers when printing labels from Optimis.
If a visit is in Billed status, do not allow the visit type to be changed
Billing, Admin
2023-02-08
Previously, you could change the visit type, even after the visit was billed out. Now, once the visit is in a Billed visit status, you will not be able to change the visit type.
Bulk Delete Patterns
Documentation
2023-02-01
We have added the ability for you to delete multiple patterns at once in order to manage your list of patterns. You can select one or more of the checkboxes and either delete or archive the patterns. Please note, that once a pattern has been used, you will not be able to delete the pattern, only archive it.
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Issue when rescheduling a visit in V2 to a different week
Scheduling V2
2023-02-01
There was an issue where changing weeks on the weekly view of V2 while trying to reschedule an appointment would occassionally not save. This has been remedied.
Increase the patient name and line delineation font darkness
Scheduling V2
2023-02-01
We have increased the font size and darkness of a few elements on V2 Schedule in order for a better visual experience.
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The Word "Lunch" Will Appear in the Designated Lunch Block on Schedule V2
Scheduling V2
2023-01-19
On Schedule V2, you will now see the word "lunch" on any block that is put in for the providers lunch in their default schedule setup.
The Copay Amount for Autofill When Adding a Payment to an Appointment
Scheduling V2
2023-01-19
This is existing functionality in Schedule V1, that was added to Schedule V2. If there is an amount in the copay of the payment source attached to the patient's episode of care, when you "record payment", it will automatically pull that amount. You will still have the ability to modify the amount as necessary.
Patient Labels
Admin
2023-01-19
We have added the ability to print out labels for your patients. These labels are standard 2.625" by 1" labels and contain the most requested information in them. Please see our
PDF Instructions for more details.
Release Docs Link Under User Resources on the Home Page
Admin
2023-01-18
We have added a set of release docs for users to view our releases and what changed/updated/added.
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The Date of Birth Needs to Appear in the Search Results of the Schedule When Searching for a Patient
V2 Bug, Scheduling V2
2023-01-18
This release fixes a bug where the date of birth of the patient was not appearing next to their name in the search results on Schedule V2.
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MIPS Measure 050 for 2023
Documentation
2023-01-18
050 is a measure for MIPS that is reportable by PT and OT in 2023
Ability to Switch Between Icons and Icons With Words on Schedule V2
Scheduling V2
2023-01-18
Previously on Schedule V2, we would only show icons related to the features to save space. We have now given you as the user, the option to see words related to the icons in the Schedule V2 view. In order to use this feature, you will first click on the gear cog icon, which will open up your schedule view settings. You will see a new checkbox called Show Text Next To Icons. Once you click that, the icons in the schedule options bar will now have words next to them.
Please note, that these options take up a lot of screensize, so you may need to scroll, depending on the size screen you are on. The scroll bar is the gray bar underneath the options menu bar.
Highlight a Time Row on the Schedule V2 in Yellow By Clicking
Scheduling V2
2023-01-18
We have added the ability to highlight a given time on the schedule by clicking. If you click on a time on the left of Schedule V2, you can highlight that entire hour in yellow, so that you can visually and easily see what you are looking at. Simply click on the time you want to highlight and it will highlight in light yellow.
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Search in Provider Resources Admin Screen
Admin
2023-01-18
Previously, looking through all of your provider resources meant manually going page by page. Now, you can use a search to search your provider resrouces by either first or last name.
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Schedule Category Legend Items Disappearing
V2 Bug, Scheduling V2
2023-01-18
There was a bug in Schedule V2 that would randomly cause some of the schedule categories in the legend to disappear. This has been resolved.
Ability to Delete Schedule Customization Favorites
Scheduling V2
2023-01-10
Users now have the ability to delete a saved Schedule Customization from their account. As you add Saved Schedule Customizations, you will see if you select an existing one, a delete button will appear.
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The Small Calendar in Schedule V2 has changed from starting on Mondays to Sundays.
Scheduling V2
2023-01-10
Previously, the Schedule V2 date picker (small calendar) listed Monday-Sunday. We have adjusted the date picker to now start on Sunday.
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Schedule V2 Not Loading Appointments in Firefox Browser
Scheduling V2,Bug
2023-01-10
A bug was discovered where appointments would not load in the Firefox browser in Schedule V2. This has been remedied and the appointments now load in the current version of Firefox.
Potential Error When Adding All with Many Resources
Scheduling V2,Bug
2023-01-10
When adding all resources using the Add All button in the add resources menu of Schedule V2, users could encounter an error. This fixed that issue.
Saved parameters from custom exercises and workouts should pull through into the treatment section
Documentation
2023-01-10
The custom parameters from saved workouts were not pulling into the treatment section when the workout was added. This update fixes it so that the custom exercise and/or parameters pull into the treatment section and the "additional technique" heading no longer appears with the customization.
MIPS measure 226 for 2023
Documentation
2023-01-10
Updated this MIPS measure to include the three separate sections for reporting for PT, OT, SLP
MIPS Measures 130, 134, 181, 182, 226 should be visible to Speech Therapists for 2023
Documentation
2023-01-10
Updated the MIPS performance measures to the five that are reportable by Speech and Language pathologists
Scheduling V2
2023-01-04
Now in the weekly view of Scheduling V2, you will see the option under the "gear" icon, that will allow you to switch your weekly view top-line header to either be the resources or the dates. This gives you more control over how you want to see your weekly schedule view. Read more here:
More Info
Addition of a Remove All Button and an Add All Button to the Provider Selection in Schedule V2
Scheduling V2
2023-01-04
There is now an option in Schedule V2, that will allow you to “Add All” providers or “Clear All” resources from your schedule view quickly. Once in the Select Resources view, you will see these new options. Click the link for
More Info
Hide Selected Days from the Weekly View in Schedule V2
Scheduling V2
2023-01-03
This new option allows you to hide any day of the week you would like in the Schedule V2! You will be able to check off one or more days to hide in your current view. This does not affect any other users and is only hidden for your current view:
CMS Final Rule-Updates to Medicare Calculations
Billing, Admin
2023-01-01
Annual updates to the Medicare Calculations, including the new Cap, Conversion Factor, and other updates.
Notes Fields Unclickable in Schedule V2 Appt Dialogue Box
V2 Bug, Scheduling V2
2022-12-27
This release fixed a software bug where you could not click on any of the notes fields within the appointment dialogue box in Schedule V2. This did not affect Schedule V1.
Pop Up Notes Not Working Schedule V2
Scheduling V2,V2 Bug
2022-12-27
Previously, the pop up notes would not actually open the note on Schedule V2. This release fixes that issue and the pop up note will open correctly.
Improve loading time for scheduling v2
Scheduling V2
2022-12-23
Developers enhanced load times for the weekly view by changing backend queries.
Scheduling V2
2022-12-22
We have added a gray color to differentiate between the header row in Schedule V2, so that you can see a break between columns.
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The Copay Symbol Was Not Showing in Schedule V2
V2 Bug
2022-12-17
There was a bug that prevented the copay symbol from showing up in V2. This release fixed that bug.
Post Surgical Checkbox to DVBS
Reporting
2022-12-06
We have added the ability to filter in/out Post Surgical patients on the Daily Visits by Status report. This will allow you to see or not see patients with the Post Surgical checkbox checked in their chart.
