new-features

New Features & Enhancements

We are continually working to improve Procentive to be more user-friendly and add features that you will find helpful.  Please see the ever-growing list of new features and enhancements.

As of 3/4/2015:

Billing-related Enhancements

  • In the Billing Module / Add window, the system will remember if you last checked the “Institutional” checkbox and will automatically have it checked the next time you open the Add window.

Client-related Enhancements

  • In the Client Module / Misc Tab, if you have permission to add Clinical Documents, there is now a Clinical/Charting Add button so you can add clinical documents from the Client’s Module.

Clinical-related Enhancements

  • In the Clinical/Charting Add window, if you have permission to see forms that are “In Development”, meaning you are still making edits and have not signed off on them, and you select that document to add a record to any client, a warning will appear.  “WARNING: Form is in Development.  Do not use on a real client.  If you use on a real client, you run the risk of losing data”.  In order to proceed, you would need to click, “Ok”.
  • In Kiosk, when multiple forms are sent, The button at the bottom of the form will now say “Next” instead of “Done”.
  • There is now a link, when you click on the Client Number that will take you to that Client’s Dashboard.
  • When you multi-select clinical records and then click the “Change” button and then click the “Review All” link, the forms will display in order by Effective Date.

Contact-related Enhancements

  • In the Contacts Module, if you double click on a contact to see their information, it will only show active clients that the contact is associated with.  It will no longer show Inactive Clients.

ERA-related Enhancements

  • In the ERA Payment Entry view, when you click on a claim, it will be highlighted so you can know which claim is currently being displayed in the main screen.

Faxing-related Enhancements

  • There is now a Global Setting in the Settings Module / Setup Tab to require a cover sheet selecting when sending out a fax.

Reports-related Enhancements

  • New Report 3461.  This is a copy of report 3460 but it includes the ability to choose to display notes from the Client Module based on Note Type and you can also use this as a filter.  You also have the ability to display the Intake Date and Diagnosis.

Time-related Enhancements

  • If a staff attempts to save a Service Line in the Time module for the Travel code “H0046” with a Place of Service as “Office (11)”, a warning will pop-up.

As of 3/5/2015:

Billing-related enhancements:

  • There is a new separate setting for skipping Individual IDs. Now, you can choose to Skip Group ID’s per payer, and it will only look at the Group ID field. You can also check to Skip Individual ID’s per payer and it will only look at the Individual ID field.

Clinical/Charting-related enhancements:

  • If your database requires dates, it will now also require an Effective AND Ineffective date for Treatment Plan type forms.

Client-related enhancements:

  • In the Client Module / Programs Groups Tab, there is now a search box so you can narrow the list of programs or client groups in order to find one faster!

Contacts-related enhancements:

  • There are new permissions related to allow or not allow staff to see client’s associated with a Contact. Please see the Staff Module/Rates Tab/Edit Roles and you’ll find them under Contacts.

Payment-related enhancements:

  • In the Payments Module, if you click the “Printer” icon, it will now print the Takeback Credits column.

Rates-related enhancements:

  • In the Rates Module, you can now filter based on Code.

Report-related enhancements:

  • Report 3610 now has County of Residency as a field option.
  • Report 3410 (NEW) now has a Total Column.

Time-related enhancements:

  • In the Time Module, if you click the “Printer” icon along the bottom of the screen, it will now print any column that appears in the module as well as Program.

Workflow-related enhancements:

  • For Authorization type Workflow’s, the related Payer name will appear in the title of the Workflow in the “Related Record” column. This means you can now use the search box to find all authorizations related to a particular payer.
  • For Authorization type Workflow’s, Rules can be set up to be Code specific.

As of 3/12/2015:

Appointment-related Enhancements:

  • When using the Quick Add Window for a new Client from the Appointments Module, you now have the option in the Quick Add window to type any notes and they will be saved in the Client’s Module / Notes Tab.
  • In the “Add” window for Appointments, if you click on the “Pick” list icon for the Client Name, you can now search by client’s Date Of Birth to find them in the Client’s List.

Billing-related Enhancements:

  • The system will now warn anyone that tries to save a Service Line with the Travel Code H0046 and a Place of Service of Office (11).  It will also warn the staff entering the service line in the Time Module as well.
  • In the Billing Error Window and the Billing “Fix” Window, if there is a Ticket attached to that Service Line, you will see them in these windows. This will help to let you know whether or not there is already and outstanding ticket for the error.

Client-related Enhancements:

  • When using the Quick Add Window for a new Client from the Appointments Module, you now have the option in the Quick Add window to type any notes and they will be saved in the Client’s Module / Notes Tab.
  • In the Client Module / Mail Tab, we now have the same Zip code feature as we do on the Client’s Module / Client Tab.  If you enter the Zip Code and then click on the “Pick” list icon next to it, it will automatically fill in the City and State for you.
  • The Client Dashboard / Appointment section will now also show the location of the appointment.
  • There is now the option to enter the Client’s “Preferred” name.

Permission-related Enhancements:

  • You no longer need to hold the Ctrl key down when selecting / un-selecting permissions.

Report-related Enhancements:

  • Report 3070 now has the option to export to Excel.
  • Report 3280 now includes Non-billable codes.
  • Report 1310 will now total at the bottom.
  • Report 3560 – Statements Report now includes the State period, Company Name and Address along the bottom of the statement for the Client’s Records, as the top portion is returned with payment.
  • NEW Report 3670 – Client Eligibility  This new report is for displaying client’s eligibility dates.

Time-related Enhancements:

  • The system will now warn anyone that tries to save a Service Line with the Travel Code H0046 and a Place of Service of Office (11).  It will also warn you in the Billing Module as well.
  • In the Individual Service Line window, if your start and end time duration doesn’t match the hours you’ve entered or are trying to change the field to, a warning in red letters will appear in the Service Line Window.
  • In the Group View, there is now a column for Start Time and a column for End time so you can see which group happened when and see if they overlap or are duplicated.