ChartMaker® 2016 Software Release 6.1.4
Here are some of the main highlights in ChartMaker® Medical Suite 2016 (file version 6.1.4). To read a full list of enhancements, view the Release Notes.
Where can I find it?
Edit > Preferences > Signing tab
What do I need to know?
How do I use it?
- Log in as the user you would like to change this setting for
- Go to Edit > Preferences and click the "Signing" tab
- Check the box for “Leave note background unchanged when signed”
- Click "Set"
- Click "OK"
Once you refresh or open a chart, you will see the change reflected in all notes.
Where can I find it?
Chart > Export > Patient Data > Preferences > Configure
What do I need to know?
How do I use it?
- Log in as the user you would like to change the preference for
- Go to Chart > Export > Patient Data > Preferences and click the "Configure" button
- Click the checkbox for "Exclude" for each item you would like to remove from the Clinical Summary by default
NOTE: If you have the option for "Display exclusions dialog when exporting Clinical Summary" selected from the previous screen, the fields you exclude here will automatically be checked by default, however you will have the option to change your mind for a particular encounter.
- Click "OK" to close Clinical Summary Exclusion Preferences dialog
- Click "OK" to close the Clinical Summary User Preferences dialog
- Click "Save" to close the Export Patient Document dialog
Where can I find it?
Help (Practice Manager or Clinical) > ChartMaker Medical Suite Update
What do I need to know?
How do I use it?
If you would like to schedule a time to download and/or run the Update Install Package to upgrade your ChartMaker® Medical Suite to the latest version,
- Go to Help > ChartMaker Medical Suite Update from within either Practice Manager or Clinical
- Select the applicable option from the Download Scheduling section
No download: use this option if you have already downloaded the latest Update Install Package on the appropriate computer.
Start download now: use this option if you would like to download the Update Install Package immediately. Keep in mind that the the "Upgrade Scheduled Time" [Automated Upgrade section] must be set to at least 24 hours into the future to allow the system time to finish downloading the package prior to trying to run the upgrade.
Schedule download to start at: use this option to schedule a date/time in the future to download the Update Install Package. Keep in mind that the "Upgrade Scheduled Time" [Automated Upgrade section] must be set to at least 24 hours ahead of whatever is set in this field to allow the system time to finish downloading the package prior to trying to run the upgrade.
- Click "Enabled" from the Automated Upgrade section
- (Optional but recommended) Click "Configure"
Alternate Backup Location: use this option to select a specific location for the backup to be saved other than the default backup location. If this field is left blank, the backup will be saved to the default location.
Email Notifications: If an email address is configured, notifications will be sent for the following occurrences:
On Success: an email is sent if and when the upgrade completes successfully.
On Failure: an email is sent if the upgrade fails during the upgrade process.
On Critical Failure: an email is sent if the upgrade fails during the upgrade process AND the databases fail to roll back.
On Prerequisite Failure: an email is sent if the upgrade fails on one of the prerequisite checks (which could include the “stoplights” or other various checks that are performed before the process enters the actual upgrade).
On User Failure: an email is sent if an upgrade fails due to users still being logged into Clinical or Practice Manager.
- Click "OK"
Where can I find it?
Charge > Forms > New York Worker’s Compensation Forms
What do I need to know?
How do I use it?
When you produce a new version of any of the listed forms from within Practice Manager (Charge > Forms > New York Worker’s Compensation Forms), it will automatically be generated in the new format and support ICD-10 codes.
There are several changes in this release related to the Patient Reminder Module. The two areas include:
Patient Tab > Patient Reminder button
Patient doesn't want to be contacted: Check this box if the patient prefers not to be contacted regarding reminders. When this option is selected, the Contact Preferences section will be grayed out.
Email: Select the email address to be used to send email reminders. If the patient does not want to receive email reminders then leave this field blank. This information is pulled from the Email field located under the Patient tab and will also include any PatientPortal representative emails (Patient tab > More Patient > Patient Representative) documented as well.
NOTE: Your practice must opt in for the email reminder service in order for this feature to function.
Primary number: Select the phone number that should be used as the first option when contacting the patient for reminders. The phone numbers listed are a combination of all phone numbers saved to the patient's account, including Patient Representatives, whether active or not.
Secondary number: Select the phone number that should be used as a backup option when contacting the patient for reminders, if there is no answer or a busy signal is received when attempting to contact the primary number. The phone numbers listed are a combination of all phone numbers saved to the patient's account, including Patient Representatives, whether active or not.
Tertiary number: Select the phone number that should be used as a backup option when contacting the patient for reminders, if there is no answer or a busy signal is received when attempting to contact the primary and the secondary numbers. The phone numbers listed are a combination of all phone numbers saved to the patient's account, including Patient Representatives, whether active or not.
Phone calls allowed: Check this box if the patient gives consent to receive phone calls regarding reminders. This option will be selected by default and will use the phone numbers listed above in the attempt to make the phone call.
Text messages allowed: Check this box if the patient gives consent to receive text messages regarding reminders. Standard text messaging rates may apply based on the subscriber's plan with their mobile carrier. If this option is selected, TalkSoft will first attempt to contact any number configured as "Cell". If the "Cell" number receives no answer or a busy signal then TalkSoft will attempt to contact the "Home" number (for those who have newer digital phones with the ability to convert it to a voice message).
Patient Representatives: This option allows you to access the Patient Representatives dialog in order to add, edit or delete a patient representative for this patient, most commonly for the purpose of using their information in the previous email or phone number fields.
When finished configuring Patient Reminder Preferences, click "OK". These options will become active once you click the "Save" button on the Patient screen. If Patient Reminder Preference information is configured, the Patient Reminders button will become highlighted to provide a visual indicator that preference information has been configured for this patient.
Add-ins > Patient > Patient Reminder Module
This dialog has been created to allow you to import the Patient Reminder Activity Report, update appointment confirmation statuses from Talksoft; as well as send patient appointment activity and patient reminder preferences to Talksoft.
Appt Range: Select the beginning date for the data export to gather and send the patient appointment activity and reminder preferences to Talksoft. The end date will automatically be set for 2 weeks in the future of the start date and is not editable.
Export: When using the this feature, the system will export a file containing all appointments for 2 weeks from the selected date (set in Appt Range), and will include any active appointment except what is unchecked in the configuration screen. Most likely your office will want to perform this export at least once per day. You will not receive a copy of this report, only a confirmation dialog once the report has been successfully sent, however, you can access this file under the RemindMe Transmissions link on Talksoft’s website.
Import: When using this feature, the system will attempt to download, import, and convert the confirmation status differences since the last import, or, if this is the first time importing, seven days’ worth of status activity. Once the import is complete a printable summary of all the confirmation status changes or errors including account number, patient name, success/error, and new confirmation statuses, will be available. If you would like a copy of this report, click "Print". The report data is not saved in the system.
Configuration: Within this dialog, you will have the option to configure which data (Practices, Providers, Appointment Reasons, Schedule Types, and Resources) should be included in the exported file. By default, all options will be selected. To remove options, click the corresponding dropdown for the field you would like to modify and uncheck the box next to the applicable code(s) that you do not want to include.
