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Procentive Knowledge Hub

Product Updates 2018-10-18

New Features

Appointments Module
  • Info Panel > Print Reminder(s): Address on the left side of the reminder card now clearly identified as "Billing Address." 
  • Mass Notifications: You are now able to send notifications based on appointment status. 
Clients Module
  • Client Merge: Merge link has been moved from bottom of client window (dark blue toolbar) to Misc tab.
  • Client Merge: Will now transfer info from Payers Tab > Notes Field to merged client.
  • Bottom of client window (dark blue toolbar) now includes a link to Client Portal.
  • Client Dashboard, Clinical/Charting: New "Add Form" link allows you to create a new clinical note for that client.
Clinical/Charting Module
  • Chart View: Added a link to the Medication Module in the top right corner.Mass Notifications: You are now able to send notifications based on appointment status. 
Settings Module
  • Appointments Section: New setting for appointment reminders - "Use 'Preferred Name' in reminders where possible." 
Staff Module
  • Now displays staff name in bottom of window (dark blue toolbar).
Ticketing Module
  • Advanced Search: Now able to search by ticket number.
Reports Module
  • Report 1110: Added a filter to include credit transactions.
  • Report 1080: Added a filter to include credit transactions.
  • Report 2070: Now able to group by Form Staff.
  • Report 4060: Added Payer Categories as a possible field to display.
  • Report 5300: Added option to exclude non-billable codes.
  • Report 6210: Now able to export to Excel.
Workflow Module
  • Workflow Definitions > Client type workflows: Added trigger for lab results. For lab integrations only.
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