Version 2.1.8 Release Notes
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Release 2.1.8 contains many changes, enhancements and additions. Many of the changes are summarized below
Slip items
The most dramatic change is to the Slip item window.
The Insurance Summary section has been moved from the lower left to the upper
right of this window as we implemented several requested features. This
allowed the addition of the following:
Salesperson
Utilize this field to track the staff member who assisted the patient.
Bill Comment
Enter information in this field for additional statement information. Enter
the name of the patient for example when billing for saftey glasses to an
employer.
Notes
Enter miscellaneous information for internal use.
Login
The password for the user “Admin” has changed. Please contact Babcock, Ltd. for the new password.
Ledger
Several enhancements have been added to the ledger:
 Product and Person columns have been added. This will enchance clarity in reviewing previously billed Slip items.
All transfers are now colored blue. This will enhance readability of the ledger.
Totals were eliminated for all columns except Payer Balance and Person Balance. This will enhance readability of the ledger.
The default width of the ledger has been increased to show the added columns. Those with larger monitors will see all of the columns at once. Those with smaller monitors can use the scroll bar at the bottom of the screen.
Reporting
The following are new reports in 2.1.8:
Activity Totals by Financial Group - Reports financial activity by Financial Groups. Information is totaled by financial group. This report is like the Activity Summary by Financial Group except it does not break activity by month. Activity counts are totaled for the whole reporting period.
Activity Totals by Product - Reports financial activity by Financial Groups. Information is totaled by product. This report is like the Activity Summary by Product except it does not break activity by month. Activity counts are totaled for the whole reporting period.
Activity Totals by Provider - Reports financial activity by Financial Groups. Information is totaled by provider. This report is like the Activity Summary by Provider except it does not break activity by month. Activity counts are totaled for the whole reporting period
Patient Registration - This form displays current information and has a place for patients to record changes. To print this report, start by opening the Person table and search for the desired list of patients. From the Person list view, select the “Print” button. Single-click on the Patient Registraion report. Select the “Print” button on this window to print one form for each patient in the list. We’d like to thank Dr. Greg Kraupa for his input into this report.
The following reports have been enhanced in 2.1.8:
Inventory – Frame by Manufacturer – calculations have been added to include totals for retail value of inventory on hand in addition to the wholesale cost totals.
Overdue Patient Accounts – Guarantor information has been added to the patient information for easier tracking of overdue accounts.
Statement– The Bill Comment field from the Slip item will print on statements.
Special Function
The Special Function “Family Mailing List” has been added. This was added to find one address per family where the “Mail To” has not been set correctly.
Transfers Marked as Billed
In previous versions, when a transfer was created, the new Slip item may have been sent to secondary insurance a second time. This may have resulted in “Duplicate Claim” notices from the insurance payers. To alleviate this issue, the Adjustment window now contains a checkbox titled“Mark Billed.”
The Adjustment window is accessed by selecting the “Calculator” button on the Insurance Receipt or the Slip item windows.
This feature is automatic when a “Transfer to Another Insurance” is selected as the “Reason Type” in the Adjustment window. Use of this checkbox will eliminate sending duplicate claims to the secondary payers.
HCFA
The alignment of the HCFA report may be altered for
some printers. If you notice a printing problem, contact the support desk to
realign your report.
Misc
Some questions have been raised about the balance of patient accounts on the account tab. It should be noted the only field that will be updated with every additional Slip item is the “Balance” field. All other fields are informational only and are updated at the time accounts are aged.
The Special Function “Account Balance Recalculate” should not be needed unless you notice that the “Balance” field on the Account tab did NOT update.
Bugs and Enhancemements
Several bug fixes are also included in this release:
After creating a new patient record, Slip items can now be created without having to
save the patient record first.
The Provider tax is now cleared when duplicating Slip items.
Some users experienced a “Locked Record” message with some analysis reports. Changes were made to eliminate this message.
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