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Choose your preferred theme, from the newly added ones: White, Green and Purple
To change go to User Profile->Theme
To increase readability more space was added to in the interface (e.g. in grids and sidebar)
To change go to User Profile->Density
To draw visual attention on what’s important, you can choose the color of any dashboard widget
To change the widget color, in the dashboard press Customize->Manage Widgets->Select the Widget->Press Properties link. Next choose the preferred color
To reduce data entry time, the main Add New button was extended to allow the adding of any record type, based on the user’s permissions.
Time is not wasted this way to navigate into each module
Acrobat Reader is no longer required to work with embedded PDF files:
A simple drag and drop report designer was introduced, with the Xtra Report reporting engine.
Reports can be printed or exported to any standard file format (PDF, Excel, Word, etc)
By default, the Xtra Reports have a Company Header, which can be customized from Company->Company or from Administration->Report Templates
For now the following have reports with the new engine: Patient, Patient Form, Patient Consultation, Test Case. We will steadily upgrade all reports into the system to this new format
Tutorials on how to use the designer are available at www.youtube.com/playlist?list=PL8h4jt35t1wixmi-yv3Wj6FSJMEa08npR
You can easily export your lists, e.g. patients list or contact list, to all main file formats (PDF, Excel, Word, etc)
All dashboard widgets containing tables can now be printed or exported:
To prevent scheduling of patients during public holidays, you can add the list of dates you want reserved.
To change go to Calendar->Public Holidays
To better focus on this editor with lots of fields, we redesigned it with collapsible regions, so you can minimize the regions of less interest
The version 5 legacy editor is still available from: Patient Editor->Settings->Layout->Switch to v5 legacy
Due to many requests, we introduced the concept of Provider, which can be either a Medic\Doctor, but also an assistant or other staff member who works on the patient
In this sense, in the medical records, the Medic labels were renamed to Provider
In the Administration->STAFF menu, the Medics section remains the same, and the Other Providers section was added to manage the non-medic providers.
All providers, either medics or simple providers, allow the assignment of revenue rates, under Company->Revenue Rates
You can correct in bulk invalid patient field values, like City, State,Zip or country from Administration->Categories->Corrections
You can import Consultations with Diagnosis and description from csv files
To import go to Records->Activities->Consultations->Settings->Import
Consultation reports contains both consultation fields and the fields from all associated patient forms
Also their customization can be done using the Report Designer
Field values can be auto-calculated from other field values on a Patient Form.
The Formulas can be set at the Patient Form Template level, and they will apply automatically when filling up the form.
For example, the BMI field bellow is auto calculated when the Height and Weight are entered:
In the template designer, the formula for the field can be entered in the Formula section:
The formulas can be designed with a friendly Formula Editor, which points out the supported fields and operations.
Should you need help in designing the forms with auto-calculated fields, kindly contact us
You have the option to include complaints entered in Patient forms in the Timeline:
From Records->Patients you can add a new patient by scanning an ID, and extracting meaningful fields like name, DOB and ID using OCR techniques:
Currently IDs in MRZTD2 format are supported. To integrate formats used in your region, please contact us.
You can download and test the features with the image from sample
To adapt the scanning to IDs in your country, please contact us
The redesign includes the following newly added features:
Your staff can view the recent requests and cases, on the locations the logged in user has permissions of data entry
Test Cases can be generated from Test Requests, detail the specimens and materials used, and further simplify the test values entry by providing the fields specific to the requests
Optionally the case can have attached the specimens:
Specimens can be simply entered, or scanned from a specimen barcode
Materials used during the tests can be entered as Bills of Materials (BOMs):
The actual test results are entered in result fields, specific for each test request. One request can have one or more results fields to be completed
Once the results are entered, the case can be either:
The published or the print out of the case, has a clean results format:
The Lab\Imaging module allows you to manage specimens\samples collected from patients, with barcoding for easy lookup
The Lab\Imaging staff can quickly check the inventory on hand or low stocks
The Lab\Imaging staff can now request inventory for needed items, or for low stock items:
In this section, you can setup the following:
Laboratory Materials and Imaging Materials were introduced to be used by the staff during test cases.
The feature is available under Company->Items
The redesign includes the following newly added features:
The Pharmacy staff can quickly check the drugs inventory on hand or low stocks
The Pharmacy staff request inventory for needed drugs, or for low stock items:
Quickly view the patients with Billable Items, and jump to their dashboard:
This widget is available in Home or Billing dashboards
The following were added: Billing Notes Widget, Billable Items, Prepaid Items and Estimates
You can give your patients estimates for the upcoming treatments, and later build invoices\receipts from them
You can generate orders for service or inventory items to your suppliers, and later convert them into Purchase Invoices
For inventory items, the orders can be generated from Low or OK Stocks
This feature is available in Purchases->Purchase Orders
Under Administration->Settings you can enable the automated process, that will run in the background every few minutes
To better focus on this editor with lots of fields, we redesigned it with collapsible regions, so you can minimize the regions of less interest
If you have to many item categories, you can now merge them together into a single one
The feature is available in Company->Items->Item Categories->Merge Categories
When certain item in not in stock while billing on the billed location, a transfer of the required quantity is made in the background from the Fallback Location
You can set the Fallback Location in Company->Locations->Edit Location
You now can limit per each location which are the groups permitted to do data entry
This can be set from Company->Locations->Edit Location or from Administration->Module Permissions
Sections from Items were grouped here, along with quick dashboards
Besides Minimum Stocks, you can define OK stocks level, and either order or request transfer on these levels. Both Minimum and OK levels can be used to build purchase orders, transfers and transfer requests
Feature available under Company->Inventory->Minimum Stocks
You can create Transfers and Transfer Requests from Low\OK stocks
You will not need to type in every quantity, the editor will autofill the quantities for the items you need
If you have years old unbalanced invoices or pending billable item, you can set up to simply do not load records before certain date
For example, having the setup as in the screenshot bellow, only the financials after Jan 1st 2019 will be displayed in the software
The feature is available in Administration->System->Records Ignore
Enterprise specific security features were added:
No signup or credit card required!
Our team and our partners will assist you with training and support, either you're upgrading or getting started with the system.
We'll assist you at no extra cost in implementing the system and getting started using it.
You'll receive our support in upgrading from older versions and training in the new features of v6.
You can contact us via phone, email or chat. We’re here to help.
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You can configure the layout and fields of some editors.
Two custom item types were added to be used in reporting.
New billing invoice templates and a new copayer report was added.
We added High DPI support, new Calendar Statuses and Flags, Multi row Mail Merge.
Also a new DICOM PACS system integration comes with this version.
With added general improvements in usability, exporting and reporting. Medical records got Autocalculated fields. New features in Billing and Purchases. Major redesign of Lab\Imaging modules.
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