2.4.9.0 (Spring 2019) Release

The following is a summary of new features and enhancements in QSIDental Web 2.4.9.0:

User Experience

Eligibility Verification History

Users now have access to a history of all past eligibility checks in a sortable and filterable list format, allowing them to view and print past eligibility reports to attach to claims that are being appealed. The new Patient Eligibility screen also displays information regarding primary and secondary coverage and allows users to submit an eligibility check for either or both.

Reorganization of Patient Info in the Tooth Chart

• We reorganized the information in the Patient Info pane of the Tooth Chart so that information that is most relevant to clinical staff is more prominent. Emergency contact information and medical alerts are now located near the top of the pane.
• The Patient Info pane now provides the patient’s title and nickname, as well as the preferred provider and hygienist.
• A new option in the office setup allows an administrator to hide balances from the Responsible Party section of the Patient Info pane, as this information may not be relevant to clinical staff.
• Users can now add a patient photo by clicking the Add Picture placeholder image in the Patient Info pane. This feature works the same way as it does on the Patient Overview window. Users may either capture an image using a camera connected to the system or upload an image file.
• The label used in front of the provider name at the top of the chart can now be customized via the Provider Label Override field found on the Preferences tab in the office setup.

Improvements to the viewing and editing of insurance

• The viewing and editing of insurance details is now more streamlined. The Additional Details window, which is accessed by clicking the insurance plan ID on the Patient Overview window, has three new Edit buttons to allow users to edit the insurance plan, carrier, and employer information all from one location. In light of these changes, we removed the View Ins Plan link and the carrier name hyperlink from the Patient Overview. As before, users can also access the updated Additional Details window by clicking the insurance plan ID in the Patient Info pane of the Tooth Chart or in the list view of the Scheduler.
• The Additional Details window now also shows the fee schedule, if any, assigned to the insurance plan or to the carrier of the plan.

Cleanup of user and provider setup windows

In the user setup, only active users now display. Previously inactive users were shown as well. Users still have the option to search for and view inactive users. We made a similar change to the provider setup and provider per office setup, which now show only active providers by default.

Improved readability of notes

• We improved the readability of the Smart Note window by increasing the font size of the text to match the text in the grid of the Tooth Chart.
• Users can now drag the Smart Note window to any location on the window so that it does not obstruct information they may need to see. The same can be done with the Chart Note window used to add general notes and context notes to the chart.

Tickler enhancements

• To improve the user-friendliness of composing a message, the ALL check box in the list of users is no longer selected by default, and neither is the Show users from all offices check box.
• The new All security groups in selected office(s) option allows the user to choose from a list of security groups when specifying the recipients of the message.

Improvements to the Scheduler

• The confirmation view, accessed by selecting the Conf. view check box at the top of the Scheduler, is now turned on by default so that users can easily view appointments for family members in the Appointment Details pop-up.
• The Appointment Details pop-up now shows the patient’s preferred provider.
• In the list view, each appointment now displays the patient’s preferred contact method so that users can easily contact the patient for confirmation purposes.

Email link to Health History form for existing patients

• Users can now email an existing patient a link to an online registration form that allows them to enter their own demographic information and medical alerts and complete the dental and medical questionnaires. (Insurance information is also provided but is read-only for now.) This feature is conveniently located in the Scheduler, where users can simply right-click an appointment and select the new Email Health History Link option. This option is also located on the Patient menu.
• To protect the patient’s personal health information, the email that contains the health history link also contains a token that the recipient must enter in their browser upon accessing the link.
• In the office setup, an administrator can enable or disable the Email Health History Link feature. When the feature is enabled, the Custom section of the Reports menu will provide a new Custom Email Template option that will allow users to edit the text of the email. The email template supports HTML markup.
• When the user completes the form, the system allows them to electronically sign it, either by typing or drawing. When the form is submitted, the QSIDental Web database is updated with the user’s information, including the signature, which will appear in the medical history.
• New and existing patients will also have the option to submit a request for a health history link through the practice website. Patients who are validated successfully by the system will automatically be emailed the health history link.

General cleanup of obsolete and non-functional fields

• In the office setup, we removed the Use roaming user for speech recognition and Approval required on charts options because they no longer serve a purpose.
• In the user setup, we hid the Dashboard access and Automatic dashboard pop-up? fields, as they do not currently serve a purpose.
• On the Reports menu, we hid the Report Store and Dashboard options, as they currently do not serve a purpose.

Revenue Cycle Management

Improvements to claim processing

• Users now have the capability to unclose claims that were closed in a previous period (after office close out has occurred) if there is any amount left to be paid on the claim. On the claim detail window there is a new field labeled Remaining amount to be paid that shows a sum of all amounts remaining to be paid from all sources (patient, primary, secondary, tertiary, and quaternary). If the value in that field is greater than zero, the Unclose Claim button will be available. After unclosing a claim, users can now assign a new claim worklist status and follow-up date so that they can work the unclosed claim using the worklist.
• In cases in which the Recreate E-claim button should not be available, it will now be grayed out to avoid confusion.

Enhancements to Insurance Payment Entry window

• On the Insurance Payment entry window (Transactions > Insurance Payment), users can now expand (and collapse) the list of treatments on a selected claim so that more of them can be viewed at once. This will improve workflow for people who are posting claims, as they will be able to view more claim-related information at a glance.
• To provide more vertical space for viewing treatments, we removed extra space and rearranged a few options in the upper half of the Insurance Payment entry window.