Release Notes Medtech Evolution Australia

Transcription

1 Release Notes Medtech Evolution Australia Version Build 5031 June 2016 These Release Notes contain important information for Medtech Evolution users. Please ensure that they are circulated amongst all your relevant staff. We suggest that they are filed safely for future reference. Copyright Medtech Healthcare Pty Ltd Page 1 of 106

2 Table of Contents 1. Introduction Overview Functional and Interface Enhancements... 8 Splash Screen... 8 Medtech Icon... 9 Medtech Evolution Background and Watermark Actions Menu Cascading Windows Tiling Windows Column Rearrange Remembrance Screen Position & Size Remembrance Grid Column Sorting Patient Palette Enhancements One Click Access ATSI Status 14 Patient Phone Number on Palette ManageMyHealth TM Patient ID Auto-populates Medicare Number Auto-populates Accounting Enhancements Payment Level Group Invoice window Group Invoice Management Company Register window Associated Insurer Compile Periodic Invoice Make Payment for Group Invoice Add a Credit Note for Group Invoice Copyright Medtech Healthcare Pty Ltd Page 2 of 106

3 6.1.6 Add a Refund for Group Invoice Allocate Credit Patient Account New Payment New Credit Note New Refund Allocate Credit Accounting Report Changes Outstanding Accounts Report Print Activity Report Aged Balance Summary Report GST Report Transaction Report Transaction Payments Report External Reference Number Configuration to enable External Reference No Query Builder Search Patient Search Scanning Enhancements Image Compression Types Scan in PDF Format View Scan Window Print Scan Window Assign Subject to the Scanned Images / Documents Immunisation Enhancement Immunisation Schedule Screen Immunisation Status Screen Schedule Selection tab Immunisations Schedule tab All Immunisations tab Copyright Medtech Healthcare Pty Ltd Page 3 of 106

4 New/View Immunisation Term screen ACIR Enhancement Submit to ACIR Medicare Ancillary Number General Enhancements Inbox/Outbox Documents Print Preview Patient Contact Add a new Contact Emergency Contact Icon on the Patient Palette Next of Kin fields in Query Builder Merge Fields for Next of Kin and Emergency Contact Patient Name Validation in Patient Register window Screen Numbering MediSecure DrShop Configuration to enable MediSecure and DrShop MediSecure Site Setup Staff Setup New/View Health Specialty Setup Health Specialty Mapping Setup DrShop Alert Pop Up on Prescribing Medicine with Addiction Potential Patient Medication Printout Usability Improvements Query Builder Message Transfer Utility Icon Changes Medtech KIOSK ManageMyHealth TM Integrated with Health Engine Resolved Items Scanning Fixes Scanning Resolution Issue Grid Column Sorting Copyright Medtech Healthcare Pty Ltd Page 4 of 106

5 15.4 Query Builder Size mismatch error Consultation window Scrolling Issue Patient Information Sheets Patient Claims Sent Claims remains selected Task Manager Patient Medication Please wait a moment Issue Error Message Redefined Fully paid IMC batches no longer displayed in Outstanding Batches Tab Quick Bill amount no longer shown as zero in Invoice SMS Compose Window no longer retains previous message SMS Failure Outbox Document Formatting loss Provider Banking Utility Error while saving Health Record Error while saving New Web Form Performance delay when repeating Medications Inbox Out of Memory errors CDA Document Wizard Attestation New Refund Window View Medication Screen NSW Medical Certificate form e-referral document - Citrix Location Selection failed error Invoice Annotation Third party group invoice Scanning a PDF File IMC Retrieved Payments in Patient Accounts Window Appointment Book Appointment Pad Dictionary for spell check Consultation Window Copyright Medtech Healthcare Pty Ltd Page 5 of 106

6 15.38 Uninvoiced services report New Payment Screen New Credit note screen Work cover certificate Accounting Reports Technical Fixes Diagnostic Services Audit in SMS Out of Memory Error Access Violation Error DB Error EIB InterBase Error Component error Printing Error Mad Except Error Message Copyright Medtech Healthcare Pty Ltd Page 6 of 106

7 1. Introduction Medtech Evolution Version Build 5031 is a milestone of Medtech releases as this version explores new interfaces, teamed up with a technical migration from Delphi 5 to Delphi XE which provides the ability to support 64-bit Operating Systems. This release showcases the renovated applications with new components, styles and icons. IMPORTANT NOTE From this version onwards, Medtech32 supports both 32-bit and 64-bit operating systems. All future Release Notes and Installation documents will refer to the application as Medtech Evolution. 2. Overview Medtech Evolution Version Build 5031 is a key release from Medtech. This document provides information on the new features: Dr Shop, Accounting enhancements, Scanning enhancements, User Interface enhancements such as Screen Numbering, as well as several items resolved since the last Medtech Evolution release. Please ensure that this document is read and circulated amongst the Practice staff. NOTE: Please ONLY run the upgrade at a time when your site is not required to be up and running in a short amount of time. It is recommended that you run the upgrade after hours or on the weekend where you would have adequate time to complete the upgrade. NOTE: The amount of time required to run the upgrade is dependent on the specification of your server and the size of ALL databases. IMPORTANT NOTE WARNING: It is HIGHLY recommended to employ ONLY qualified system engineers when performing ANY installation and upgrade. The consequences of ruining a database during upgrade could possibly lead to data corruptions and, as a result, data loss and systems downtime. If in doubt, please consult with your qualified IT technician/service provider or contact one of the Medtech Channel Partners listed on our website: Copyright Medtech Healthcare Pty Ltd Page 7 of 106

8 3. Functional and Interface Enhancements This chapter details the functional and user interface enhancements that have been implemented in this release. Splash Screen The initial Splash screen that appears while opening the Medtech Evolution application has been redesigned, as shown below: Previous versions of Medtech32 Copyright Medtech Healthcare Pty Ltd Page 8 of 106

9 Medtech Evolution Version Build 5031 Medtech Icon The Medtech icons that appear on the toolbar above the Patient Palette section have been modified, as shown below: Previous versions of Medtech32 Medtech Evolution Version Build 5031 Copyright Medtech Healthcare Pty Ltd Page 9 of 106

10 Medtech Evolution Background and Watermark The colour of the background screen of the Medtech Evolution application has been modified from Grey to Blue and the Medtech watermark will be displayed at the bottom of the screen, as shown below: Actions Menu The most visible and key enhancement is the introduction of the Actions menu. This menu replaces the Context menu which appeared next to the Module menu to provide additional menu options for the active window. The Context menu will no longer display in association with the active window. Instead the Actions menu will be available within the active screen and will contain all the associated active screen menu options previously found in the Context menu. Screenshot examples of the earlier Medtech32 Context menu are shown below, alongside its replacement menu the Medtech Evolution Actions menu. Copyright Medtech Healthcare Pty Ltd Page 10 of 106

11 Context Menu Actions Menu Cascading Windows The Windows Cascading function is the ability to arrange multiple windows (that have been opened) within the application, to be displayed in an overlapping view with the individual Title bars remaining visible. This option has been included in Medtech Evolution and can be found in the Window menu selections. Copyright Medtech Healthcare Pty Ltd Page 11 of 106

12 Tiling Windows The Windows Tiling option is the ability to arrange multiple windows (that have been opened) within the application so that they do not overlap each other. This option has been introduced in Medtech and can be found within the Window menu selections. Column Rearrange Remembrance Similar to the Screen Position & Size configuration settings, Medtech Evolution Version provides the ability to remember the column positions (if rearranged) of the individual screens (for instance, Provider Inbox, Patient Inbox). No configuration is required for implementation of this feature. If the columns in any of the screens in Medtech Evolution are rearranged by the drag and drop feature, then the required columns will be remembered and displayed as they have been set up, when the screen is reopened again. Screen Position & Size Remembrance There is an existing option Remember Screen Positions in the Desktop tab of Staff Setup window to remember the position of the individual screens within Medtech. Copyright Medtech Healthcare Pty Ltd Page 12 of 106

13 As an added enhancement to this feature, if this checkbox option is selected, the size of the individual screens will also be remembered (in addition to the screen position). Grid Column Sorting A Column Sorting option has been introduced in several windows to improve the view by enabling the columns to be highlighted and sorted by the selected column order. For example, in the Patient Medications window (Module Clinical Patient Medications), click on any of the column headings to sort the Medication entries accordingly by Ascending or Descending order. Copyright Medtech Healthcare Pty Ltd Page 13 of 106

14 4. Patient Palette Enhancements One Click Access For ease of access in this Medtech Evolution Version Build 5031, clicking on the Patient s Name, Address or Phone Number as displayed on the patient palette, will open the Patient Register screen of the active patient. ATSI Status The ATSI status of the active patient will now be displayed on the patient palette. The Aboriginal and Torres Strait Islander status for the active patient selected in the More tab of Patient Register window (Module Patient Register) will be displayed on the patient palette. Copyright Medtech Healthcare Pty Ltd Page 14 of 106

15 Since the length of the ATSI status descriptions are quite long, the description will be displayed in an abbreviated format. Patient Phone Number on Palette An option in the Codes & Defaults tab of Location Settings window provides the ability to select which of the patient s phone numbers are to be displayed on the patient palette. The phone number options selected here will be those visible on the palette. This is a Global setting for all patients. IMPORTANT NOTE The selection of the phone numbers to display on the patient palette has been restricted to a maximum of two numbers. If all three phone number options have been chosen, then the warning message shown below will be displayed when clicking the OK button to close the Location Settings screen. Copyright Medtech Healthcare Pty Ltd Page 15 of 106

16 5. ManageMyHealth TM Patient ID Auto-populates When registering a patient in ManageMyHealth TM (MMH) from within the Medtech Evolution application, if the patient record in Medtech Evolution s Patient Register screen has the patient s address details recorded there, then those details will be automatically populated into the ManageMyHealth TM Patient Registration Advanced Form. Medicare Number Auto-populates When registering a patient in ManageMyHealth TM from within the Medtech Evolution application, and the Identification Type selected is the patient s Medicare Card details, then the Medicare Card No field in the ManageMyHealth TM Patient Registration Advanced Form will be populated automatically from the Medtech Evolution Patient Register. 6. Accounting Enhancements Payment Level In earlier versions of Medtech, an invoice type Group Invoices has been available in New/View Payment Level window. Now this Group Invoices invoice type has been removed from the Copyright Medtech Healthcare Pty Ltd Page 16 of 106

17 Invoice Type Combo box and introduced as a checkbox in Setup Accounting Payment Level New/View Payment Level Main tab in Medtech Evolution Version Build This field will be enabled only for the invoice types Private or Third Party Claim and the account holder options Prompt for Account Holder, Patients Employer Account or Account Holder default (only when a Company is selected as the Default Account Holder). Copyright Medtech Healthcare Pty Ltd Page 17 of 106

18 NOTE: During the Build upgrade, all the existing Payment levels with invoice type Group Invoices will change to Private and the Group Invoice checkbox will be ticked. Also the account holder option will be set to Prompt for account holder. Also, in the Payment Level window, a new column Group has been introduced to display the invoice type of the Payment Levels that are flagged as Group Invoice. Copyright Medtech Healthcare Pty Ltd Page 18 of 106

19 Group Invoice window The Group Invoice feature has been extended further to support invoicing using the Third Party Payment Levels in addition to the Private payment levels. Hence, the following changes have been made in the Group Invoice window: Patient the ability to invoice for multiple patients in a Group Invoice has been restricted. Henceforth, the Group Invoice can be generated only for a single patient (patient on the palette). Payment Level the ability to invoice using Private payment level has been restricted. Only the Private and Third Party Payment levels flagged as Group Invoice (i.e. Injury & Non- Injury) will be listed in the Payment level drop down menu. NOTE: 1. If a normal Payment level (e.g. "Private") is configured as the Default Payment level in the Patient Register, then on opening the New Invoice (F9) screen "Third Party claim" will be displayed as the Default Payment level and on opening New Group Invoice (Ctrl + G) screen the Payment level will be blank. 2. If a Group Payment level (Payment level flagged as Group ) is configured as the Default Payment level in the Patient Register, then on opening the New Invoice (F9) screen "Private" will be displayed as the Default Payment level and on opening New Group Invoice (Ctrl + G) the Group Payment level will be displayed as the Default Payment level. Location the Location field has been introduced. By default the logged-in location will be displayed. Copyright Medtech Healthcare Pty Ltd Page 19 of 106

20 Third Party Claims the Third Party Claims field will be displayed only for the Payment Level Third Party Claim flagged as Group Invoice (i.e. Injury) and it is mandatory to select the respective Third Party Claim. Referral the Referral field will be displayed for all Payment Levels. Select the referrer from the drop down menu. Invoice button the Invoice button has been moved to the left side of the window. Group Invoice Management The Group Invoice Management screen is the central point from which a user can manage the compiling of Group Invoices. Due to the enhancement of Group Invoice, the following changes have been made in the Group Invoice Management window: The Un-Invoiced and Outstanding Invoice tabs have been replaced with the following tabs: Private Un-Invoiced tab where all the Private Group Invoices (Payment level Private flagged as Group Invoice ) that have been put on Hold will be displayed. Users can select and compile the required invoices by clicking on the Compile option from the Actions menu or by clicking on the Compile icon. NOTE: After the upgrade, all the existing on Hold invoices in Un-Invoiced tab will be displayed in the Private Un-Invoiced tab. Third Party Un-Invoiced tab where all the Third Party Group Invoices (Payment level Third Party Claim flagged as Group Invoice ) that have been put on Hold will be displayed, grouped by account holder (i.e. employer). Users can select and compile the required Copyright Medtech Healthcare Pty Ltd Page 20 of 106

21 invoices by clicking the Compile option from the Actions menu or by clicking on the Compile icon. Private Outstanding Invoice tab where all the Private Group compiled invoices will be displayed. From this tab users can make a new payment, credit note, refund or can allocate a credit. NOTE: After the upgrade, all the existing outstanding invoices in the Outstanding Invoices tab will be displayed in the Private Outstanding tab. Third Party Outstanding Invoice tab where all the Third Party Group compiled invoices will be displayed. From this tab users can make a new payment, credit note, refund or allocate a credit. Transaction History tab where users can search for the account holder (Company) and view the transactions of the selected account holder for a selected date range Company Register window In the Company Register window the following fields have been introduced: To get to the Company Register Window go to F2 Tick Companies only-double click on an existing company and click on F3. Insurance Company select this option if the company is an Insurance Company. On selecting the Insurance Company checkbox, the Preferred Insurer drop down menu will be disabled. Copyright Medtech Healthcare Pty Ltd Page 21 of 106

22 Invoice Cycle select the Invoice Cycle for the company. This field contains the following values: o Daily o Weekly o Monthly By default Monthly will be displayed in the Company Register. Preferred Insurer select the Preferred Insurer for the company. Companies that are flagged as Insurance Company will be listed in this drop down field Associated Insurer A new field Associated Insurer has been introduced in the Third Party Claims for selecting the insurer. To access this window go to Module-Accounts-Third Party Claims. Associated Insurer is not a mandatory field. All the companies that are flagged as Insurance Company will be listed in the Name drop down field. Address and Phone number will be auto-populated after selecting the insurer. NOTE: In the New/View Third Party Claim window, if the selected company in the Account Holder field is configured with Preferred Insurer then the configured insurer will be displayed in the Associated Insurer field. Copyright Medtech Healthcare Pty Ltd Page 22 of 106

23 All the Compiled Third Party Group Invoices will be displayed in the Third Party Outstanding tab based on the selected insurer in the Third Party Claims window. A new column Insurer has been introduced in the Third Party Claim window to view the selected insurer for each third party claim. Copyright Medtech Healthcare Pty Ltd Page 23 of 106

24 6.1.3 Compile Periodic Invoice Users have the ability to compile and generate invoices for all the Private and Third Party Group invoices that have been put on Hold for each company based on the Invoice Cycle selected in the Company Register. Follow the steps below to compile and generate invoices using the Invoice Cycle: 1. Click on the Private Un-Invoiced or Third Party Un-Invoiced tab and select the option Compile Period Invoice from the Actions menu. 2. The Generate Invoice window will be displayed. Select the required Invoice Cycle Daily or Weekly or Monthly. 3. Click on the Generate button. 4. Invoices grouped under the Account Holders (i.e. Companies) configured with the selected Invoice Cycle will be compiled and generated as invoices. All the Private generated invoices will be moved to the Private Outstanding Invoice tab and all the Third Party generated invoices will be moved to the Third Party Outstanding Invoice tab Make Payment for Group Invoice Medtech Evolution has provided the ability to process a payment for the Group Invoices from the Group Invoice Management window. As a further enhancement, users can also make Payments on the Invoice level or by the Service level; i.e. a payment can be processed for a service within an invoice. Follow the steps below to process a payment for a Group Invoice: 1. Select the required Account Holder from the Private Outstanding Invoice or Third Party Outstanding Invoice tab or from the Transaction History tab. Copyright Medtech Healthcare Pty Ltd Page 24 of 106

25 2. Select the New Payment option from the Actions menu or click on the New Payment icon to bring up the New Payment window. 3. By default, the account holder selected will be displayed in the A/C Holder field. All the group invoices generated for this account holder will be displayed in the Invoices grid. IMPORTANT NOTE When making a payment from the Group Invoice Management window, the Payment window will display only those Group Invoice entries, not the normal invoices, and viceversa when making a payment from the Patient Account window. 4. Enter the Payment amount in the Amount field and select the mode of payment from the Method field. NOTE: If the payment method is Cheque, then the following fields will be enabled and are mandatory: Bank Branch Drawer Cheque No. 5. To make payment for the whole invoice, select the respective invoice from the Invoices grid. Copyright Medtech Healthcare Pty Ltd Page 25 of 106

26 OR To make a payment for a service item within the invoice, then click on the invoice and select the required service Item. sign of the 6. Click OK to make the payment. The payment will be linked to the respective Group Invoice entry under the Resolution tab, as shown below: Copyright Medtech Healthcare Pty Ltd Page 26 of 106

27 6.1.5 Add a Credit Note for Group Invoice Medtech Evolution has provided the ability to add a credit note from the Group Invoice Management window to write-off balances from patients accounts. It is also possible to add a credit note for an invoice or for a service item within an invoice. Follow the steps below to add a Credit Note from the Group Invoice Management window: 1. Select the required account holder from the Private Outstanding Invoice or Third Party Outstanding Invoice tab or from the Transaction History tab. 2. Select the New Credit Note option from the Actions menu to bring up the New Credit Note window. 3. By default, the account holder selected will be displayed in the A/C Holder field. All the group invoices generated for this account holder will be displayed in the Invoices grid. 4. To add a credit note for the whole invoice, select the respective invoice from the Invoices grid. Copyright Medtech Healthcare Pty Ltd Page 27 of 106

28 OR To add a credit note for a service item within an invoice, click on the and select the required service item. sign of an invoice 5. Click OK to add a Credit Note. The Credit Note will be linked to the respective Group Invoice entry under Resolution tab, as shown below: Copyright Medtech Healthcare Pty Ltd Page 28 of 106

29 6.1.6 Add a Refund for Group Invoice Medtech Evolution also provides the ability to add a refund from the Group Invoice Management window. Follow the steps below to add a refund from the Group Invoice Management window: 1. Select the required account holder from the Private Outstanding Invoice or Third Party Outstanding Invoice tab or from the Transaction History tab. 2. Select the New Refund option from the Actions menu to bring up the New Refund window. 3. By default, the account holder selected will be displayed in the A/C Holder field. All the Payments made for this account holder will be displayed in the grid based on the selection of the option in the Display section. 4. A refund can be done on the Payment level or on the Service level within the Payment. Select the respective Payment entry in the grid and click OK button to add a refund. Copyright Medtech Healthcare Pty Ltd Page 29 of 106

30 5. Click on the Transaction History tab to search and display the respective account holder in the Company field. The refund will be linked to the respective Payment entry under the Resolution tab, as shown below: Allocate Credit The Allocate Credit feature is used to allocate the unresolved amount [i.e. unallocated amount (in Credit)] of an account holder to any of the unpaid invoices. Follow the steps below to allocate a Credit from the Group Invoice Management window: 1. Click on any of the following tabs in the Group Invoice Management window Private Outstanding Invoice or Third Party Outstanding Invoice or Transaction History tab. 2. Select the Allocate Credit option from the Actions menu to bring up the Credit Allocation window. 3. Select the required account holder (whose account is in credit) by clicking the Ellipsis button. All the unpaid Group Invoices for the selected account holder will be displayed in the Invoices grid. Copyright Medtech Healthcare Pty Ltd Page 30 of 106

31 4. In the Payment section, click on the Ellipsis button next to the Amount field to bring up the Select Credits to Allocate window. 5. The excess paid or unallocated amount of Group Payments will be displayed in the Unresolved Amt column. Select a Credit Available entry and click on the OK button. 6. Select the required Unpaid Group Invoice(s) entry in the Invoices section of the Credit Allocation window to allocate the unresolved amount in Invoice level and Service level. The allocated amount will be displayed in the To Allocate column, as shown below: Copyright Medtech Healthcare Pty Ltd Page 31 of 106

32 7. Click OK to allocate the Credit amount. The Credit Allocation will be linked to the respective Group Invoice entry under Resolution tab, as shown below: Patient Account The Patient Account module gives an overall view of the patient s account. This window displays a list of all the patient s accounts and also breaks the list down into Outstanding, Private, Bulk Bill, REPAT and Third party accounts. From Medtech Evolution Version , all the compiled Group Invoice entries will be displayed in the Group Invoice Management window. Previously this data had been displayed in the Patient Account window. Henceforth, no group invoice entries will be displayed in the Patient Account window. Refer to the Group Invoice Management section for further information New Payment In earlier versions, payments could be initiated for the Invoice level. In Medtech Evolution Version Build 5031, Medtech has provided the ability to make a payment at the Invoice level or by the Service level; i.e. payments can be made for a service within an invoice. Copyright Medtech Healthcare Pty Ltd Page 32 of 106

33 Follow the steps below to make payment for an invoice: 1. Go to Module-Accounts-Patient Account (Shift+F9) to open Patient Account window. Select the New Payment option from the Actions menu or click on the New Payment icon to bring up the New Payment window. 2. By default, the active patient s account holder will be displayed in the A/C Holder field. All the outstanding invoices generated for this account holder will be displayed in the Invoices grid. IMPORTANT NOTE When making a payment from the Patient Account window, the New Payment window will display only the normal Invoice entries and not the Group invoices and vice-versa when making a payment from the Group Invoice Management window. 3. Enter the payment amount in the Amount field and select the mode of payment from the Method field. NOTE: If the payment method is Cheque then the following fields will be enabled and are mandatory: Bank Branch Drawer Cheque No. 4. To make a payment for the whole invoice, select the respective invoice from the Invoices grid. Copyright Medtech Healthcare Pty Ltd Page 33 of 106

34 OR To make payment for a service items within an invoice, then click on the invoice and select the required service item. sign of an 5. Click OK to make the payment. The payment will be linked to the respective invoice entry under the Resolution tab New Credit Note In earlier versions, credit notes could only be added at the Invoice level. In Medtech Evolution Version Build 5031, Medtech has provided the ability to add a credit note for an invoice or for a service item within the invoice. Also Medtech has removed the Services section in the New Credit Note window. Follow the steps below to add a Credit Note from the Patient Account screen: 1. Go to Module-Accounts-Patient Account (Shift+F9) to open Patient Account window. Select the New Credit Note option from the Actions menu or click on the New Credit Note icon to bring up the New Credit Note window. 2. By default, the active patient s account holder selected will be displayed in the A/C Holder field. All the invoices generated for this account holder will be displayed in the Invoices grid. Copyright Medtech Healthcare Pty Ltd Page 34 of 106

35 3. To add a credit note for the whole invoice, select the respective invoice from the Invoices grid. OR To add a credit note for a service item within an invoice, then click on the invoice and select the required service item. sign of an 4. Click OK to add a Credit Note. The Credit Note will be linked to the respective invoice entry under the Resolution tab New Refund In earlier versions, refunds could be added only at the Payment level. In Medtech Evolution Version Build 5031, Medtech has provided the ability to add a refund on the Payment level or by the Service level; i.e. a refund can be added against a service within a payment. Follow the steps below to add a refund from the Group Invoice Management window: 1. Go to Module-Accounts-Patient Account (Shift+F9) to open Patient Account window. Select the New Refund option from the Actions menu to bring up the New Refund window. 2. By default, the active patient s account holder will be displayed in the A/C Holder field. All the payments made for this account holder will be displayed in the grid based on the selection of the option in the Display section. Copyright Medtech Healthcare Pty Ltd Page 35 of 106

36 3. To refund the whole invoice, select the respective invoice from the grid. OR To refund for a service item within a payment, click on the select the required service item. sign of the payment and Copyright Medtech Healthcare Pty Ltd Page 36 of 106

37 4. The refund will be linked to the respective payment entry under the Resolution tab Allocate Credit The Allocate Credit feature is used to allocate the unresolved amount [i.e. unallocated amount (in Credit)] of an account holder to any of the unpaid invoices. Follow the steps below to allocate Credit(s) from the Patient Account window: 1. Go to Module-Accounts-Patient Account (Shift+F9) to open Patient Account window. Select the Allocate Credits option from the Actions menu to bring up the Credit Allocation window. 2. Select the required account holder (whose account is in Credit) by clicking the Ellipsis button. All the unpaid Invoices for the selected account holder will be displayed in the Invoices grid. 3. In the Payment section, click on the Ellipsis button next to the Amount field to bring up the Select Credits to Allocate window. Copyright Medtech Healthcare Pty Ltd Page 37 of 106

38 4. The excess paid or unallocated amount of normal payments will be displayed in the Unresolved Amt column. Select a Credit Available entry and click on the OK button. 5. Select the required Unpaid Invoice(s) entry in the Invoices section of the Credit Allocation window to allocate the unresolved amount in Invoice level or Service level. The allocated amount will be displayed in the To Allocate column, as shown below: 6. Click OK to allocate the Credit amount. The Credit Allocation will be linked to the respective invoice entry under the Resolution tab as Payment entry. Copyright Medtech Healthcare Pty Ltd Page 38 of 106

39 Accounting Report Changes Outstanding Accounts Report To access Outstanding Accounts Report go to Report-Accounting-Outstanding Accounts. In earlier versions of Medtech, the Outstanding Accounts report will display a Group Invoice in single line even though the invoice is created for multiple providers. In Medtech Evolution Version Build 5031, the Outstanding Accounts report will display a single Group Invoice as multiple entries based on the provider. Also the Method column will differentiate the Group Invoice type. P is Private Group Invoice and I is Third Party Group Invoice Print Activity Report To access Activity Report go to Report-Accounting-Activity Report. In earlier versions of Medtech, the Activity report will display a Group Invoice for one provider (Provider of the first service in Group Invoice) even though the invoice is created for multiple providers. In Medtech Evolution Version Build 5031, the Activity report will display a Group Invoice with the services under the corresponding provider. Also in earlier versions, all the Group Invoices are displayed in Bill Type P. In Medtech Evolution Version Build 5031, all the Private Group Invoices will display in Bill Type P and all Third Party Group Invoices will display in Bill Type I. Copyright Medtech Healthcare Pty Ltd Page 39 of 106

40 Aged Balance Summary Report To access Aged Balance Summary Report go to Report-Accounting-Aged Balance Summary. In earlier versions of Medtech, the Aged Balance report will display Group Invoice for one provider (Provider of the first service in Group Invoice) even though the invoice is created for multiple providers. In Medtech Evolution Version Build 5031, the Aged Balance report will display a Group Invoice based on the selected Provider in the Report selection filter. Copyright Medtech Healthcare Pty Ltd Page 40 of 106

41 GST Report To access GST Report go to Report-Accounting-GST Report. In earlier versions of Medtech, the GST report will not display the Group Invoice. In Medtech Evolution Version Build 5031, the GST report will display the Group Invoice based on the selected Provider in the Report selection filter Transaction Report To access Transaction Report go to Report-Accounting-Transaction Report. In earlier versions, the Transaction report will display the Group Invoice for one provider (Provider of the first service in Group Invoice) even though the invoice is created for multiple providers. In Medtech Evolution Version Build 5031, the Transaction report will display the Group Invoice based on the selected Provider in the Report selection filter Transaction Payments Report To access Transaction Payments Report go to Report-Accounting-Transaction Report. In earlier versions, the Transaction Payment report will display the Group Invoice for one provider (Provider of the first service in Group Invoice) even though the invoice is created for multiple providers. In Medtech Evolution Version Build 5031, the Transaction Payments report will display the Group Invoice based on the selected Provider in the Report selection filter. External Reference Number In Medtech Evolution Version Build 5031, the ability to capture the External Reference Number in both the Invoice and Group Invoice windows has been provided. Users can search for the patient using the External Reference Number Configuration to enable External Reference No. The field Enable External Ref No. Invoicing has been introduced to the Location Settings, under the Postal & Accounting tab, to enable the External Reference No. field in Invoices, Group Invoices and the Patient Search Advanced tab. Once the above configuration has been enabled, the field Ext Ref No. will be displayed in both the Invoice and Group Invoice windows, as shown below: Copyright Medtech Healthcare Pty Ltd Page 41 of 106

42 Invoice window Group Invoice This is a non-mandatory field, and allows for both alpha and numeric characters. The maximum field length is of 20 characters and will be displayed for all the Payment Levels with the exception of the Invoice Type REPAT, Bulk Bill and In-Patient Medical Claim. When opening the compiled Group Invoice from the Group Invoice Management window, the External Reference Number captured in the Group Invoice window will be displayed under the Ext Ref No column (for each service item) in the View Invoice window: The column Ext Ref No. will also be displayed in the Group Invoice Management window (based on the Setup configuration) in all the tabs. Copyright Medtech Healthcare Pty Ltd Page 42 of 106

43 When opening the View Invoice from the Patient Account window, the External Reference Number captured in the New Invoice window will be displayed in Ext Ref No field in the View Invoice window: A new column Ext Ref No. will also be displayed in the Patient Accounts window (based on the Setup configuration) and will appear in the following tabs Account, Outstanding, Patient and Third Party Claim Query Builder Search The new field External Reference No is also included in the Query Builder tables, under the Invoices/Payment table. Copyright Medtech Healthcare Pty Ltd Page 43 of 106

44 Patient Search In addition, two new parameters Third Party Claim and External Ref No have been introduced in the Search Patient/Company window under the Advanced tab to provide more sophisticated searching. After entering the search criteria and then clicking on the Search button, the system will fetch the matching patient/company as per the Medtech existing functionality. The behaviour of the two new fields are as follows: Third Party Claim No. - Allows alpha-numeric searching External Reference No. - Allows alpha-numeric searching IMPORTANT NOTE The Third Party Claim No. field will always be available in the Search box, whereas the External Reference No. will only be available based on the configuration Enable External Ref No. Invoicing in the Location Settings. Copyright Medtech Healthcare Pty Ltd Page 44 of 106

45 7. Scanning Enhancements The Scanning module has been replaced with the latest ImageEn component to bring in all image formats (e.g. TIFF, BMP, PNG, JPG, etc.) as compressed files into the Medtech Evolution application. With the introduction of this component, the Scanning module offers: 1. Improved Performance 2. Direct Twain scanning without the need for any third party library 3. Support for all image-related compression types disk space friendly as the files are smaller 4. Previews of multipage scans and the ability to navigate in TIFF images 5. The ability to rotate the scanned images. 6. Zoom-In and Zoom-Out using the mouse 7. The ability to load any type of image into the Medtech Evolution application Image Compression Types In the Actions menu Select Source Settings screen is the Compression option, which can be set for various image formats to further reduce the space occupied on the disk when scanning at high resolutions and without the need to change the image dimensions. Select the required image Compression Type from the Settings window before proceeding to scan the document/record into Medtech Evolution. Scan in PDF Format Copyright Medtech Healthcare Pty Ltd Page 45 of 106

46 Medtech has provided an ability to scan records/documents in as a PDF format. Previously, records/documents could only be scanned in using image formats (e.g. TIFF, JPEG, etc.). A new menu option Scan In PDF Format has been introduced in the Scanning window under the Actions menu. When selecting this option, all the scanned documents will be stored and displayed in PDF format. Similarly, the option Scan files from folder to be saved in PDF format has also been included in the Select Source window to process, store and display the image files that are loaded from the disk in PDF format, using the option Load from File or Load from Folder. Copyright Medtech Healthcare Pty Ltd Page 46 of 106

47 This field will be selected/unselected by default if you have turned On/Off the option Scan In PDF Format from the Scanning window Actions menu and vice-versa. View Scan Window The interface of the View Scan window has been renovated and displayed accordingly for the scanned image and PDF documents. Scanned PDF Document When opening the Scanned PDF document from the Scanning window (i.e. the document scanned as PDF format), the Adobe Acrobat floating toolbar will appear when placing the cursor over the PDF document in the View Scan window. Copyright Medtech Healthcare Pty Ltd Page 47 of 106

48 Adobe Acrobat floating toolbar Icons Click this icon to save the PDF document to disk Click this icon to print the PDF document to the desired printer Click this icon to go to the previous page of the document Click this icon to go to the next page Enter the desired page number to go to and press the Enter key Click these icons to Zoom Out / Zoom In Click this icon to show the Adobe Acrobat toolbar NOTE: While the Adobe Acrobat Floating toolbar will reside in the same location onscreen, use the Scroll bars to navigate up and down the page as required. Scanned Image Document When opening the Scanned Image document from the Scanning window (i.e. the document scanned as Image format), the View Scan window will be displayed with the Preview pane on the left. You can select the required page from the Preview pane, and the selected page will be displayed on the main pane to the right of the screen. Copyright Medtech Healthcare Pty Ltd Page 48 of 106

49 Click this icon to rotate the page Clockwise Click this icon to rotate the page Anti-Clockwise Click this icon to adjust the page size to Fit to window Click this icon to adjust the page to effective size Click these icons to Zoom In / Zoom Out Click this icon to go to the First Page Click this icon to go to the Previous Page Click this icon to go to the Next Page Click this icon to go to the Last Page Print Scan Window A new Print Scan window has been introduced to preview the scanned image document and to select the desired page(s) to print. Click on the Print button in the View Scan window, and the Print Scan window will appear. Copyright Medtech Healthcare Pty Ltd Page 49 of 106

50 Copyright Medtech Healthcare Pty Ltd Page 50 of 106

51 Select the required option from the drop down menu: Print All on selecting this option, all the pages in the scanned document will be sent to the printer. By default this option will be selected Print Selected on selecting this option, the page selected on the left pane of the Print Scan window (using the Ctrl / Shift + Left mouse click) will be sent to the printer Select this button the scanned document will be printed as per the above selection. Select this button the printing process will be cancelled. Select this button to view the Print Setup window. This provides additional settings that can be modified as required. NOTE: The print screen view shown in the example above will differ from the user s view and will display the Default Printer name and details for the logged on user. Assign Subject to the Scanned Images / Documents Medtech has provided an option for the users to type in the Subject for the document while scanning, which is especially useful when there are multiple documents involved. NOTE: It is not a requirement to have an active patient on the palette. Copyright Medtech Healthcare Pty Ltd Page 51 of 106

52 To enable this feature, select the option Prompt for the Subject of the Scanned Document in the Location Settings Documents tab. NOTE: This option will be available for the user to select only when the existing option Prompt User to Link Scanned Document to Active Patient is selected. IMPORTANT NOTE After selecting the above configuration, you must Exit from the Medtech Evolution application for these changes to be applied Copyright Medtech Healthcare Pty Ltd Page 52 of 106

53 Scanning Single Page Document While scanning a document using the option Single Page Documents or Load from File or Load from Folder from the Scanning Actions menu, the following Scanned Document window will be displayed for the user to input the subject of the scanned document: Users can then type in the subject heading into the Subject field (e.g. Report ) and then click on the OK button. The scanned document will then be directly sent to the Patient Inbox, if the patient is active on the palette. Otherwise, the scanned document will be sent to the Scanning window under Unassigned Scans folder (existing feature). The text entered will be displayed as Subject in the View Scan window and also in the Patient Inbox window Subject column, as shown below: Copyright Medtech Healthcare Pty Ltd Page 53 of 106

54 Scanning Multiple Page Documents While scanning multiple page documents (with a blank page between them as required), using the options Multi Page Documents or Load from File or Load from Folder from the Scanning Actions menu, the Scanned Document window will be displayed for the user to input the subject of the first scanned document: The user can key the subject into the Subject field (e.g. Report ). To assign the same subject for all subsequent scanned documents, click on the option Select to Label all the subsequent scanned documents with same subject. If the above option is unselected then the Scanned document window will pop up for all the documents, where the user will be required to manually type in the subject heading. 8. Immunisation Enhancement This release has provided an enhancement that allows clinicians to select multiple Immunisation Schedule for Patients and also to Change the Sequence number for Non Standard Vaccines at the time of Vaccination. In the previous versions, only one Schedule can be selected at a time and option to change the sequence number of the vaccine was available only from vaccine group Setup. In the Immunisation screen, Vaccines will be displayed with the sequence number and a provision to modify the sequence number while adding an Immunisation will be available. This would ensure that the right sequence of the vaccine currently being administered is recorded in the system. Immunisation Schedule Screen Copyright Medtech Healthcare Pty Ltd Page 54 of 106

55 Utilities Immunisation Immunisation Schedule A new setup Immunisation Schedule has been introduced to add new schedules and update existing schedules. Available schedules will be listed in the Immunisation Schedule screen as shown below: NOTE: A clinician can add maximum of 34 schedules in the Immunisation Schedule screen To create an immunisation schedule, click on the Add Schedule button. The below fields have been added: Schedule Starts From From Age To Age ATSI Status Schedule Starts From this field denotes the date from which the schedule is active and it is a drop down menu with values for Patient s Date of Birth and Schedule Activation Date. From Age the age from which the schedule is applicable will be calculated based on this field; this is a drop down menu. To Age the age to which the schedule is applicable will be calculated based on this field; this is a drop down menu. ATSI Status it is mandatory to select whether a schedule is an ATSI Schedule or Non-ATSI Schedule. All the existing schedules will be set as Non-ATSI Schedules after the upgrade. Copyright Medtech Healthcare Pty Ltd Page 55 of 106

56 NOTE: Schedules that are created specifically for Aboriginal or Torres Strait Islander patients should be marked as ATSI in this screen.. Enter the necessary Immunisation Schedule details and select the corresponding vaccine and Vaccine group for the schedule with ATSI Status and save. Immunisation Status Screen Schedule Selection tab Module Immunisations A new tab Schedule Selection has been added to the Immunisations Status screen. Schedule Selection tab will list the all immunisation schedules available. Clinicians now have an option to select more than one schedule for a patient from the Schedule Selection tab. Copyright Medtech Healthcare Pty Ltd Page 56 of 106

57 The vaccine for the selected schedule will be listed in the Immunisation Schedule tab with due dates based on Scheduled Start Date On selecting a particular schedule the Start Date will be displayed based on the Patient Date of Birth or Schedule Activation Date configured for the selected schedule in the Immunisation Schedule Setup. NOTE: On opening the Immunisation Status screen, the Schedule Selection tab will be displayed if the patient has no schedules selected and no vaccines administered. When a clinician tries to select a non-atsi schedule for an ATSI patient, the following warning message is displayed: When a clinician tries to select an ATSI schedule for a non-atsi patient, then the following warning message is displayed: Copyright Medtech Healthcare Pty Ltd Page 57 of 106

58 When a patient s ATSI status is not recorded or marked as Not stated or inadequately described, the following warning message is displayed: When the patient s age does not fall within the age range of the selected schedule, the following warning message is displayed: When clinician tries to untick the selected schedule from Schedule selection tab, the following warning message is displayed: Immunisations Schedule tab Copyright Medtech Healthcare Pty Ltd Page 58 of 106

59 Vaccines associated to the schedule(s) selected through the Schedule Selection tab will be listed in the Immunisation Schedule tab Two new columns called Due date and Seq No. have been introduced under the Immunisation Schedule tab. The Due Date column shows due date of each of the vaccine within the selected schedule. The vaccine due date will be calculated based on the schedule start date and the vaccine group to which the vaccine belongs and the age of the patient. The sort order of the vaccines on the grid is in the ascending order of the vaccine due date. The Seq No. column shows the value from the Sequence dose field which is set in the Setup Recall/Screening Vaccine Groups tab. Date Given Given column name has been renamed as Date Given NOTE: On opening the Immunisation Status screen the Immunisation Schedule tab will be displayed if the patient has at least 1 schedule selected. All Immunisations tab The Other Immunisations Given tab has been renamed as All Immunisations and will list all the immunisations administered to the patient, irrespective of whether the vaccines were part of a schedule or had been given as a one-off. Copyright Medtech Healthcare Pty Ltd Page 59 of 106

60 If the immunisation schedules are removed from the patient s schedule list, the All Immunisations tab will continue to list all the vaccines that have been given to the patient. NOTE: 1. All the Non-Standard Vaccines can be added only from the All Immunisations tab. 2. On opening the Immunisation Status screen the All Immunisation tab will be displayed if the patient has no schedules selected but has received one-off vaccines. New/View Immunisation Term screen In the New/View Immunisation Term screen, two enhancements have been made. Vaccine the Code label has been renamed as Vaccine. Vaccine Seq No. This field has been introduced and will provide an option to add/modify the sequence number while adding Non-Standard Vaccines. Copyright Medtech Healthcare Pty Ltd Page 60 of 106

61 NOTE: 1. When a new immunisation term is added from the Immunisation Schedule tab, this will be displayed under the All Immunisations tab. 2. When a new Immunisation term is added from the All Immunisations tab, this will not be listed under the Immunisation Schedule tab 3. Vaccine group and sequence can only be changed for Non-Standard Vaccines whereas Vaccine and Vaccine sequence cannot be changed for Standard Vaccines. For Non-Standard Vaccines, when a clinician changes the Vaccine Sequence to a number that occurs earlier than the Sequence that was already given, then the following warning message is displayed Copyright Medtech Healthcare Pty Ltd Page 61 of 106

62 ACIR Enhancement Submit to ACIR ACIR has now declared that practices can send ACIR claims for patients between the ages 0 to 19 years. Medtech has made appropriate changes in-line with this announcement from ACIR. Now Submit to ACIR will be enabled for patients between the ages of 0 to 19 years. Medicare Ancillary Number A new field called Ancillary Provider Number has been introduced in Location settings, which is mandatory when a nurse is sending claims to ACIR. Copyright Medtech Healthcare Pty Ltd Page 62 of 106

63 NOTE: When a nurse or provider tries to send an ACIR claim without a Provider No. or Ancillary Provider No., then the warning given below will be displayed: 9. General Enhancements Inbox/Outbox Documents Print Preview Previously when printing an Outbox/Inbox document by clicking on the Print or Print & Send button, all the pages of the document would be printed and there was no option to print a selection of pages or a range of page numbers. In Medtech Evolution Version Build 5031, a new Print Preview option has been introduced under the Print and Print & Send button as a drop down menu in the following windows to allow a preview of the document before it is sent to the printer: New Patient Document (Module Outbox New Document) New/View Patient Inbox (Module Inbox Patient Inbox New/Open) New/View Provider Inbox (Module Outbox Provider Inbox New/Open) When clicking on the Print Preview option, the Report Preview window will be displayed, as shown below: Copyright Medtech Healthcare Pty Ltd Page 63 of 106

64 By clicking on the Print button in the Report Preview window, the Output Options window will be displayed. From this window, the user can choose the required pages or a range of pages for printing. Copyright Medtech Healthcare Pty Ltd Page 64 of 106

65 Selected Printer by default, the printer configured for the respective file in the Printer Defaults window (File Print Setup) will be displayed. If not configured, then the printing will be directed to the Windows default printer. NOTE: The Setup button will allow the user to change the required printer. Print Range this section will allow the user to select the range of pages. o o All by default this option will be selected. When clicking the OK button, all pages in the document will be printed to the selected printer. Selection on selecting this option, the Selection text box field will be enabled. Enter the required page(s) to print. Individual Pages the individual pages need to be separated by a comma (,); e.g. 4,6,9 Range of Pages the range of pages need to be separated by a hyphen (-); e.g. 7-9 o Pages on selecting this option, the from range box will be enabled and allow the user to enter the range of pages to print. Copyright Medtech Healthcare Pty Ltd Page 65 of 106

66 OK when clicking the OK button, the document will be printed as per the selection. Cancel when clicking this option, the printing process will be aborted. Setup when clicking the Setup button, the Print Setup window will be displayed and allow the user to change the required printer from the Name field. The following fields are available in the Report Preview window: When clicking this button, the First page of the document/report will be displayed When clicking this button, the Last page of the document/report will be displayed When clicking this button, the Previous page of the document/report will be displayed Copyright Medtech Healthcare Pty Ltd Page 66 of 106

67 Patient Contact When clicking this button, the Next page of the document/report will be displayed Allows the user to enter the desired page to view and display the respective page when pressing the Enter key on the keyboard The Zoom In / Zoom Out option allows the user to increase/decrease the size of the document/report This allows the user to enter the zoom value in as a %, and will automatically display the preview accordingly To accommodate multiple requests for the Patient s Emergency Contacts fields to be included in to the Patient Register screen, this enhancement has been included in the release of Medtech Evolution Version Build The following sections detail the extensive changes made to the Patient Register window. The Next of Kin/Employer tab of the Patient Register window has been renamed as Contacts and provides an ability to add multiple contacts as Next of Kin, Emergency Contact and Employer details. Previous version of Medtech Evolution Medtech Evolution Version Build 5031 Copyright Medtech Healthcare Pty Ltd Page 67 of 106

68 The consolidated grid view lists all the available contact types for the patient Next of Kin, Emergency contact, Employer contact as well as a Default contact. The user can also set a default contact each for Next of Kin, as well as for the Employer. Contact Name Name of the added contact. Applicable colour coding represents: o Green Emergency contact o Green + Bold Emergency contact; also the default contact o Black Next of Kin/ Employer o Black + Bold Next of Kin/Employer; also the default contact Type of Contact Types of contact; e.g. Next of Kin, Employer Relationship Relationship of the person with the patient. For example, for Next of Kin, it could be Father, Family Friend. For an Employer the column will remain blank. Add Contact Add a new Next of Kin/ Emergency/Employer contact for the patient Add a new Contact Clicking the Add Contact button will bring up the New Contact window where the contacts are added to the Patient Register. Copyright Medtech Healthcare Pty Ltd Page 68 of 106

69 Based on the selection of the Contact Type (Employer or Next of Kin), the fields in the New Contact window will vary. Employer Select Employer for adding a new Employer contact. An employer could also be set as default contact type by selecting the Default/Preferred checkbox. Next of Kin Select the Next of Kin to add a new Next of Kin contact for the patient. Default/Preferred Contact Select this option if the particular contact type has to be set as preferred contact type. NOTE: If the patient previously had no Next of Kin (NOK) or Employer details, then when adding a new NOK or Employer details, the Default/Preferred Contact checkbox option will be selected by default. Emergency contact A Next of Kin or Employer contact could be set as the Emergency contact for the patient. Tick this checkbox if the particular contact has to be marked as Emergency contact. The following fields will be available for the Contact Type Next of Kin: Copyright Medtech Healthcare Pty Ltd Page 69 of 106

70 Name Type in the name of the NOK. Click on the ellipsis button to search for and to add an existing patient as NOK. If an existing patient is chosen as NOK, all the other fields would automatically be filled in as available. Street NOK s street address; e.g. 123 George Street. Suburb The suburb where the NOK resides. If unsure of the spelling, enter part of the word and press the tab key or click the ellipsis button. The Find Suburb window will be displayed allowing the correct suburb to be chosen from the list (highlight the correct suburb and click on the OK or press the Enter key). State The state will default automatically after the suburb has been selected. This can be updated manually if required. Post Code The postcode will default after the suburb has been selected. This can be updated manually if required. Residence Information entered in this field will appear between the NOK s Name and Street in address details printed on documents. The NOK s address. Home Phone The NOK s home phone number. Work Phone The NOK s work phone number. Mobile The NOK s mobile number NOTE: A warning message will appear if the user doesn t enter the minimum of at least one contact number, and will advise the user that You must select at least one contact number. Relationship The NOK s relationship to the patient. The following fields will be available for the Contact Type Employer: Copyright Medtech Healthcare Pty Ltd Page 70 of 106

71 Employer Name Enter the name of the employer into the name field. A few letters will suffice, press tab or click the ellipsis button to conduct the search. Highlight the required employer and click OK or press Enter. OK Click OK to save the entry. Cancel Click Cancel to abort the process. Help Click Help to bring up the screen-specific help. IMPORTANT NOTE After upgrading to Medtech Evolution Version Build 5031, the existing patients Next of Kin and Employer details in the Next of Kin/Employer tab will be retrieved and displayed as the default contacts in the Patient Register Contacts tab. When trying to include preferred contact for another Next of Kin, a Confirm message will appear as shown below, to check if the user wants to change the actual Preferred contact. Copyright Medtech Healthcare Pty Ltd Page 71 of 106

72 Likewise a similar message will appear for the Employer Default contact. Clicking Yes will reset the Preferred/Default contact by automatically unticking the existing Preferred/default contact checkbox and thereby enabling the checkbox in the new contact field. Clicking No will prevent any modifications thereby retaining the existing Preferred/ Default contact icon Emergency Contact Icon on the Patient Palette If the patient s Emergency contact details are updated in the Patient Register, a GREEN icon will be displayed in the palette next to phone numbers. Likewise, if an Emergency contact is not updated for the active patient on the palette, the icon will be in a disabled mode, as shown by a GREY icon. Copyright Medtech Healthcare Pty Ltd Page 72 of 106

73 On clicking the Emergency Contact icon, the Patient Register Contacts tab will be displayed Next of Kin fields in Query Builder The following fields relating to NOK are introduced in Query Builder under the Patient table: Next of Kin Mobile Next of Kin Default / Emergency - Contact Type Merge Fields for Next of Kin and Emergency Contact The following merge fields with respect to NOK have been introduced under the Patient Keyword Filter in the Merge Symbol screen: Next of Kin Mobile Number (PAT_NOK_MOBILE) Next of Kin (PAT_NOK_ ) The following merge fields with respect to Emergency Contact have been introduced under the Patient Keyword Filter in the Merge Symbol screen: Emergency Name (PAT_EMY_NAME) Emergency Street (PAT_EMY_STREET) Emergency Suburb (PAT_EMY_SUBURB) Emergency State (PAT_EMY_STATE) Emergency Work Phone Number (PAT_EMY_WORKPHONE) Emergency Home Phone Number (PAT_EMY_HOMEPHONE) Emergency Residence (PAT_EMY_RESIDENCE) Emergency Mobile Number (PAT_EMY_MOBILE) Emergency (PAT_EMY_ ) Emergency Post Code (PAT_EMY_POSTCODE) Patient Name Validation in Patient Register window As per the latest validation rules, Medicare will no longer be able to process claims where a patient s First Name and/or Surname contains special characters other than the Hyphen and Copyright Medtech Healthcare Pty Ltd Page 73 of 106

74 the Apostrophe. There should also be no spaces before or after these permitted special characters. Therefore, Medtech has introduced a few validation rules to the Patient Register Surname and Given Name fields to restrict users from entering any special characters. The validations are: No special characters can be entered other than Hyphen and Apostrophe Sales$ Sherry Robert (Bob) $Sales Sherry Sales Sherry No space can be entered before or after the permitted special characters; i.e. Hyphen and Apostrophe, O Connor Anne Marie O Connor Anne Marie O Connor Anne Marie O Connor Anne Marie Screen Numbering Medtech has introduced unique screen IDs for each screen. This screen ID helps customers when calling Support to report a problem with a particular screen. For example, the screen number for Search Patient/Company window is PA04, as shown below: 10. MediSecure DrShop Copyright Medtech Healthcare Pty Ltd Page 74 of 106

75 Thousands of Australians are addicted to prescription medicines. Addiction triggers patients to visit multiple doctors to obtain more medicines than are medically required, which is known as doctor shopping. To overcome this, a Real Time Prescription Monitoring system has been implemented in integration with MediSecure called Dr Shop. Medtech is now integrated with Dr Shop to minimise abuse of prescription medicines. Dr Shop will only be activated if a prescription is for a medication with addiction potential. If any medication with addiction potential has been prescribed within the past 90 days, an Alert box will appear (as shown in the screenshot below) when the provider prints the script. This will avoid the risk of prescribing the same drug for the same patient within a short time span. For further details on MediSecure Dr Shop, refer to the user guide provided by MediSecure. IMPORTANT NOTE DrShop integration with MediSecure requires a new MediSecure Adapter to be run. For existing Medtech Evolution users, after upgrading to Medtech Evolution Build 5031, the old MediSecure Adapter should be uninstalled and the new MediSecure Adapter should be installed, Copyright Medtech Healthcare Pty Ltd Page 75 of 106

76 otherwise MediSecure will not work. If there are any issues in installing the new MediSecure Adapter, please contact MediSecure Support. PREREQUISITES Users should contact MediSecure directly and be able to provide their IP Address to enable the DrShop feature. Configuration to enable MediSecure and DrShop MediSecure Site Setup A new file called MediSecure Site has been introduced in Location setup to configure the site activation code for individual locations to be able to send prescriptions to the MediSecure server. Setup Location Location Settings Codes & Defaults Tab Staff Setup To enable MediSecure and DrShop in Medtech Evolution, it is mandatory to complete the setup configuration in the following fields of the Staff setup Provider tab: 1. Specialty 2. Prescriber Number 3. The option Print Barcode using MediSecure checkbox must be selected/ticked Copyright Medtech Healthcare Pty Ltd Page 76 of 106

77 Setup Staff Members Provider Tab New/View Health Specialty Setup A new field ANZCO has been introduced in New/View Health Specialty window, which will be populated automatically when the user enters the description field. Setup Staff Health Specialty New/View Copyright Medtech Healthcare Pty Ltd Page 77 of 106

78 Health Specialty Mapping Setup A new Health Specialty Mapping window has been introduced to view the following details Health Specialty unmapped with ANZSCO, Staff(s) not mapped with Specialty, Staff(s) mapped with Specialty but Specialty unmapped with ANZCO and complete list of ANZCO Health Specialty. Setup Staff Health Specialty Mapping DrShop Alert Pop Up on Prescribing Medicine with Addiction Potential When a medication with addiction potential (e.g. Alfentanil Hydrochloride) is prescribed for a patient and after clicking the Print the selected Prescribed Medications icon in the Consultation window, a DrShop Alert window will be displayed based on the scenarios below: 1. When a clinician prescribes any medication with addiction potential and no activity is found in the MediSecure Network by the same prescriber or another prescriber in the past 90 days, then the following DrShop Alert window will display: Copyright Medtech Healthcare Pty Ltd Page 78 of 106

79 2. When a clinician prescribes any medication with addiction potential and activity is found in the MediSecure Network only by the same prescriber in the past 90 days, then the following DrShop Alert window will display: Copyright Medtech Healthcare Pty Ltd Page 79 of 106

80 3. When a clinician prescribes any medication with addiction potential and activity is found in the MediSecure Network by any other prescriber in the past 90 days, then the following DrShop Alert window will display: Copyright Medtech Healthcare Pty Ltd Page 80 of 106

81 The following actions can be taken from the DrShop Alert window: 1. Click on the Cancel Current Script button to cancel the medication transmitted to MediSecure and close the DrShop Alert window. 2. Click on the Continue button tol continue to transmit the medication to MediSecure and close the DrShop Alert window. 3. Click on the Extended information button to launch the MediSecure login page as shown below to login to the MediSecure DrShop Portal and view more details regarding the patient s medication with addiction potential. Copyright Medtech Healthcare Pty Ltd Page 81 of 106

82 Patient Medication Printout In earlier versions of Medtech Evolution, when sending and printing the medications from the Consultation window, the MediSecure barcode would print at the bottom of the printout. In Medtech Evolution Version Build 5031, the format has been changed and the barcode will now be printed at the top of the printout, as shown below: Copyright Medtech Healthcare Pty Ltd Page 82 of 106

83 The first eight characters of the barcode are the Location ID, the second eight characters are the Prescription Number and the last character is a randomly generated code. Copyright Medtech Healthcare Pty Ltd Page 83 of 106

84 11. Usability Improvements Query Builder The overall width of the Query Builder screen has been expanded. This assists users to be able to see the Table fields and the defined conditions with more clarity. Designer View Also, the Printer field in the Data Sheet View tab has been expanded, providing the user with the view of the full Printer path. Data Sheet View Copyright Medtech Healthcare Pty Ltd Page 84 of 106

85 Message Transfer Utility The Message Transfer Utility screen has been increased in Height and Width to better view the maximum Configuration list. The width of the New/View Configuration screen has also increased in size to be able to view the complete file path. Copyright Medtech Healthcare Pty Ltd Page 85 of 106

86 IMPORTANT NOTE After upgrading to Medtech Evolution Version Build 5031, the old Message Transfer utility will be deprecated. If the Practice is using Old Message Transfer ensure the configuration/ settings/scheduled Task is done against the New Message Transfer utility. 12. Icon Changes All icons across the Medtech Evolution application have been renovated to an enhanced look and to also adhere to the latest trend. The following pages will provide a comparison of the icons in the Medtech32 Version Build 4620 and the new icons now displayed in the Medtech Evolution Version Build 5031: Icon Name Old Icon New Icon New Open Filter Expand Go to Previous day Today Go to Next day Find Patient Find Family Patient Register Appointment Book Appointment Pad Appointment Overview Waiting Room Queue View Copyright Medtech Healthcare Pty Ltd Page 86 of 106

87 Icon Name Old Icon New Icon New Quick Bill New Invoice New IMC Invoice New Group Invoice Group Invoice Management Patient Account New Payment New Credit Note New Refund Transfer Banking Batching IMC Batching Third Party Claims Patient Alerts New Patient Medication Patient Medications New Patient Classification Patient Classifications Consultation Patient Manager Daily Record Copyright Medtech Healthcare Pty Ltd Page 87 of 106

88 Icon Name Old Icon New Icon Front Page New Patient Contact Patient Contacts Medical Warnings New Clinical Template Immunisations Patient Screening Scanning Patient Inbox Patient Outbox Provider Inbox Provider Outbox Labels New Patient Document Referrals Requests Lab Referral Radiology Referral eclinic - erequest Quick Document 1 Quick Document 2 Quick Document 3 Copyright Medtech Healthcare Pty Ltd Page 88 of 106

89 Icon Name Old Icon New Icon Quick Document 4 Quick Document 5 Quick Document 6 Patient Recalls Recall Contact List Report Manager Query Builder Address Book New Task Manager Patient Task Manager Future Task Patient Task Manager Overdue Task Patient Task Manager No Task Staff Task Manager Future Task Staff Task Manager Overdue Task Staff Task Manager No Task Clinical Ease Medical Calculator Patient Information Sheets Physical Activity Module Medtech Draw Travel Information Sheets Attachment Manager Copyright Medtech Healthcare Pty Ltd Page 89 of 106

90 Icon Name Old Icon New Icon Health Assessment Diabetes Care Plan Care Plan Asthma 3+ Action Plan Patient Obstetrics Patient Verification IHI Verification New Advanced Form Patient Advanced Forms PCEHR Status Download ehealth document Create and Send ehealth document Prescription and Dispensing Medicare Overview Observation View Health Check Schedule Representative List Login to ManageMyHealth Green Login to ManageMyHealth Orange ManageMyHealth Patient Registration Reception Inbox Copyright Medtech Healthcare Pty Ltd Page 90 of 106

91 Icon Name Old Icon New Icon SA / NSW Workers Compensation Form Medtech Master Notification Centre Contact Support 13. Medtech KIOSK One of the most important features of this release is the Medtech Kiosk. The Medtech Kiosk is a front-desk kiosk application that allows patients to self-serve the common activities within the reception/waiting room of a primary healthcare clinic. The Kiosk is provided on a stand with a touch sensitive screen that allows patients to interact with the application via screen touches. The Self Check-in Kiosk can reduce the queues at the clinic s reception, thereby saving administration costs and valuable time. Patients will be able to use the Kiosk to check-in for a pre-booked appointment and have their encounter slip printed, update their demographic and Emergency contact details via the Kiosk and have the details saved against their Medtech record. The updated details will be transmitted to the Medtech Evolution application and approved by the Front Desk staff after validation. 14. ManageMyHealth TM Integrated with Health Engine ManageMyHealth TM has been extended and Health Engine Appointment Settings are now included under My Practice module for each practice location in order to enable users to be able to choose whether to provide Health Engine integration for a location. This feature will enable guest users to book appointments with ManageMyHealth TM, the request of which will be received by the doctors in Medtech32 under Reception Inbox with the Patient name mentioned as Guest Patient. This way the doctor can differentiate between registered patients and guest users. 15. Resolved Items 15.1 Scanning Fixes In Medtech Evolution Version 10.0, the following issues had been reported in the Scanning module: Slowness in performance while scanning Twain Scan window stays open for a long time after scanning Copyright Medtech Healthcare Pty Ltd Page 91 of 106

92 Scanning in Colour mode continued, even after changing the mode to Greyscale These issues have been resolved in Medtech Evolution Version Build Scanning Resolution Issue There was an issue in Medtech Evolution Version 10.0, where the resolution of the scanned document was not the best quality. The cause for the scanning resolution issue has been identified as the Compression Type not being configured in the Select Source window. This issue has now been resolved in Medtech Evolution Version Build The Compression Type will be a configured default for the following scanning types: Scan as Tiff the compression type will be TIFF_LZW Scan as PDF the compression type will be PDF_LZW 15.3 Grid Column Sorting A Column Sorting option has been enabled in the Folder column of Scanning window to provide an ability to sort the scanned records by the Folder name Query Builder Size mismatch error When defining multiple conditions for the Service Code field (under Invoiced Services Table) in the Query Builder, the Size mismatch error was being displayed. This issue has now been resolved in Medtech Evolution Version Build No such error message will be displayed when defining multiple conditions in Query Builder Consultation window Scrolling Issue There was a Scrolling issue reported in the Consultation window, when clicking the option Other Documents Document. This issue has now been resolved in Medtech Evolution Version Build Patient Information Sheets The following issues in the Patient Information Sheets have been identified in earlier versions of Medtech Evolution: When printing the required patient information (i.e. PDF) from the Patient Information Sheets, the entries were not being recorded in the Consultation and Daily Record window. Copyright Medtech Healthcare Pty Ltd Page 92 of 106

93 This issue has now been resolved in Medtech Evolution Version Build 5031; the information printed from the Patient Information Sheet will be recorded in the Consultation and Daily Record window. When searching for the information Heartburn in the Patient Information Sheet, the PDF content was only partially visible, as some of the text was missing. This issue has now been resolved in Medtech Evolution Version Build 5031; the content in the Heartburn information sheets will be fully visible to the users Patient Claims Sent Claims remains selected There was an issue in Patient Claims window, where the Sent claims remained unselected even after submitting the claims to Medicare. This issue has now been resolved in Medtech Evolution Version Build Task Manager When searching through the Keyword from the Filter Tasks window, the tasks were not being displayed in the Staff/Patient Task Manger window. This issue has now been resolved in Medtech Evolution Version Build 5031; the tasks will now be displayed in the Staff/Patient Task Manger window when searching via a Keyword entry from the Filter Tasks window Patient Medication Please wait a moment Issue An information window Please wait a moment was being displayed when selecting the option Repeat selected Medication from the Patient Medications window. This issue has now been resolved in Medtech Evolution Version 10.0 Build 5031; this error will not appear when selecting the option Repeat selected Medication Error Message Redefined Error when Microsoft Word not installed The Error message below would display when opening any Outbox Word document from a workstation where Microsoft Word was not installed or not activated. The message text has been reworded to provide more meaningful instruction to the end user. Copyright Medtech Healthcare Pty Ltd Page 93 of 106

94 Error when Adobe Acrobat (PDF) not installed The Error message arising when opening any PDF files from the Scanning or Patient Inbox or Provider Inbox or Patient Information Sheets from a workstation where Adobe Acrobat is not installed has been reworded to provide more meaningful instruction to the end user. Access Violation / Out of Memory Error In earlier versions of Medtech Evolution, the wording of some of the error messages made it difficult to identify where the cause of the problem stemmed from (as shown below): Copyright Medtech Healthcare Pty Ltd Page 94 of 106

95 In Medtech Evolution Version Build 5031, now if any errors do occur the Exception Information window (shown below) will be displayed with more detail to assist both the end user and the development teams to resolve the issue. Click Hide to hide the information OR Click OK to restart the application Fully paid IMC batches no longer displayed in Outstanding Batches Tab In earlier versions of Medtech32, paid accounts remained in Outstanding Batches tab of IMC Batching window even after the Payment is received from Health Fund/Medicare. This issue has now been resolved in Medtech Evolution Version Build Quick Bill amount no longer shown as zero in Invoice In earlier versions of Medtech32, the generated quick bill amount was displayed as zero, when opening the Invoice screen. This issue has now been resolved in Medtech Evolution Version Build SMS Compose Window no longer retains previous message In earlier versions of Medtech32, the message content details remain from previous sent message when creating a new message for different patients. Copyright Medtech Healthcare Pty Ltd Page 95 of 106

96 In Medtech Evolution Version Build 5031, the message content details will be blank in the SMS Compose window when creating a new message for different patients SMS Failure SMS Reminders for Appointments were failing after the upgrade to Medtech32 Version Build This has now been fixed Outbox Document Formatting loss In earlier versions of Medtech32, whenever an Outbox Document was sent via through the Send Via option, the formatting was completely lost. This has now been fixed. Outbox documents sent via will retain the original formatting Provider Banking Utility The Provider Banking List Utility does not show Medicare EFD Payments and the behaviour is same as in Medtech Evolution Version Build Error while saving Health Record In earlier versions of Medtech32, while saving a Health Record, users may encounter an error that said Please wait a moment This has now been fixed and if there is a problem in saving the Health Record, the user will get the message shown below: Error while saving New Web Form In earlier versions of Medtech 32 when an existing Web Form was modified, the newly made changes did not get saved. This issue has been resolved in Medtech Evolution Version Build Performance delay when repeating Medications An information window Please wait a moment was displayed when selecting the option Repeat selected Medication from the Patient Medications window. Copyright Medtech Healthcare Pty Ltd Page 96 of 106

97 This issue has now been resolved in Medtech Evolution Version Build Inbox Out of Memory errors In earlier versions of Medtech32 the out of memory issue was occurring in the Inbox function. This issue has now been resolved in Medtech Evolution Version Build IMPORTANT NOTE In certain cases, the system may ask for a reboot post installation. When such a scenario arises, a reboot is mandatory CDA Document Wizard Attestation In Earlier Versions of Medtech Evolution, the details regarding attestation of CDA Document was displayed as checkbox now this has been changed to bullet points. Shared Health Summary Preview Copyright Medtech Healthcare Pty Ltd Page 97 of 106

98 Event Summary- Preview ereferral- Preview Copyright Medtech Healthcare Pty Ltd Page 98 of 106

99 15.22 New Refund Window In Earlier Versions of Medtech Evolution, the column Amount was not getting displayed in New invoice Window. This issue has been resolved now. The screen shot of which is shown below. Module->Accounts->Patient Account and select new refund ` View Medication Screen In earlier versions of Medtech Evolution, user can modify the status of the medication which is sent to the Medisecure/eRX The functionality is now modified such that a script which was sent to Medisecure/eRX and having success/cancelled status will not be allowed to modify by the user except inactivate. In earlier versions of Medtech Evolution, the inactivated Medication can be made active again when the e-script Status is Success / cancelled. This functionality is now modified such that the user cannot re-activate the medication if the e-script status is success / cancelled. Copyright Medtech Healthcare Pty Ltd Page 99 of 106

100 15.24 NSW Medical Certificate form In earlier Versions of Medtech Evolution Size mismatch error was getting displayed while printing the NSW Medical Certificate Form. The screen shot of which is shown below. This issue has been resolved now CDA Bridge The clean-up of existing Xml files and PDF documents has been performed after installing the CDA Bridge Preview of Event Summary document In Earlier versions of Medtech Evolution, when concurrent users access MyHealthRecord, the Event summary Document is displayed with MyHealthRecord contents along with "lock conflict" error. This issue has been resolved now. Copyright Medtech Healthcare Pty Ltd Page 100 of 106

101 15.27 e-referral document - Citrix In earlier versions of Medtech Evolution, User was unable to open the downloaded e- Referral Document from patient. This issue has been resolved now Location Selection failed error In earlier versions of Medtech Evolution, the location failed error message was getting displayed while previewing and saving the e health document as draft. This issue has been resolved now Invoice Annotation In earlier versions of Medtech Evolution, the Invoice annotation was not getting saved for the invoice which is compiled from the hold. This issue has been resolved now Third party group invoice In earlier versions of Medtech Evolution, the account holder section was not changing for third party group invoice when third party details are given This issue has been resolved now and the account holder section will be changed to employer account for third party group invoice when third party details are given Scanning a PDF File In earlier versions of Medtech Evolution, while user trying to scan a PDF document using 'Load from file' option in Windows 8 or Windows 10 machine a warning message was getting displayed as shown below Copyright Medtech Healthcare Pty Ltd Page 101 of 106