(Last Updated On: July 26, 2024)

Here are some of the main highlights in ChartMaker® Medical Suite 2022.1 (file version 6.8.1). To read a full list of enhancements, view the Release Notes.

Where can I find it?

Clinical: Chart Notes > Diagnosis Widget, System Tables > Diagnosis Search, Reports > Reports > With Dx ICD10, Note > Charge Items > Search for Diagnosis, Prescribe Medication > Diagnosis > Other…
Practice Manager: Administration > Transaction Tables > Diagnosis > ICD10, Administration > Diagnosis Search, Patient > Diagnosis, Charge > Diagnosis, Documents > Lab Sheet > Diagnosis, Reports > Select Criteria > Diagnosis

What do I need to know?

The ICD10 Code Set field, in the ICD10 Search and Crosswalk areas of the Diagnosis Search dialog, has been updated with an October 1, 2024 – Sept 30, 2025 code set when searching for diagnosis codes or using the crosswalk functionality. In addition, the ICD10 Search and Crosswalk areas for this new code set have been updated so that whenever a diagnosis is mapped to an HCC (Hierarchical Condition Categories) code, an (HCC) indicator will appear after the diagnosis description to easily identify these diagnosis codes. You can toggle between the Oct 1, 2014 – Sept 30, 2016 code set, the Oct 1, 2016 – Sept 30, 2017 code set, the Oct 1, 2017 – Sept 30, 2018 code set, the Oct 1, 2018 – Sept 30, 2019 code set, October 1, 2019 – Sept 30, 2020 code set, October 1, 2020 – Sept 30, 2021 code set, October 1, 2021 – Sept 30, 2022 code set, October 1, 2022 – Sept 30, 2023 code set, October 1, 2023 – Sept 30, 2024 code set, and All ICD10 Codes, in addition to this new code set. This allows you to easily search for the applicable ICD10 codes that are active, as outlined by the CDC, for the applicable date ranges.

When accessing the Diagnosis Search dialog when adding or editing a diagnosis in the chart note in Clinical, the system will default to the code set based on the Note Date to ensure that the proper ICD codes for that date are selected. When accessing the Diagnosis Search dialog via the Edit > System Tables menu, the system will default to the code set based on the current day’s date.


When accessing the Diagnosis Search dialog via the Administration menu in Practice Manager, the system will default to the code set based on the current day’s date. When accessing the Diagnosis Search dialog when entering or editing patient information, the system will default to the code set based on the current day’s date.  When accessing the Diagnosis Search dialog when entering and editing charges, the system will default to the code set based on the service Start Date to ensure that the proper ICD codes for that date are selected.

How do I use it?

Upon upgrade, these changes will be available as outlined above.

Where can I find it?

Clinical: Report > NCQA Diversity Requirements.
Practice Manager: Add-Ins > Reports > NCQA Diversity Requirements.

What do I need to know?

The NCQA Diversity Requirements Report has been updated so that the From and To date fields, to configure an encounter date range for the report, as well as the Run Report button, have been moved so they are now above the Facility And Provider fields.

Also, the report functionality has been updated so that when Saving the report, in addition to saving the report as a PDF file, a patient reconciliation report will also be generated as a .CVS file. This reconciliation file will automatically be saved in the same directory as the NCQA report and will display any patient account numbers did not have Ethnicity, Gender Identity, Language, Race, Sexual Orientation, and Zip Code configured for each of the facilities.

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The system has also been updated so that you can now access the NCQA Diversity Requirements report in Clinical via Report > NCQA Diversity Requirements.

How do I use it?

Upon upgrade, these changes will be available as outlined above.

Where can I find it?

Practice Manager: Payer Inquiries > Eligibility, Patient > Approvals > Patient Inquiries > Eligibility, Appointment > Select Patient > Approval > Patient Inquiries > Eligibility

What do I need to know?

The system has been updated so that the Eligibility functionality in Practice Manager will work in conjunction with the Waystar Clearinghouse, allowing you to submit eligibility requests and receive responses for single patients or a group of patients based on an Appointment List. This functionality works as it did in previous versions.

To support this functionality, the drop-down list in the Waystar Credentials dialog (Add-Ins > Insurance Billing > Other Configurations > Waystar Clearinghouse > Credentials) has been updated with a Waystar API (Eligibility) option that allows you to configure your Waystar credentials. You can configure credentials for all practices, or for individual practices, as needed. Likewise, before Eligibility is fully functional, additional setups may be needed in the Payer Inquiry dialog (Administration > Transaction Tables > Payer Inquiry).

How do I use it?

Upon upgrade, these changes will be available as outlined above.

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