Post by Kraig on Mar 16, 2015 9:43:49 GMT -6
Crystal Practice Management has just released the highly anticipated update, version 4.2.12, that contains several new features that may be helpful to your practice. Please take note, while we do beta test every release thoroughly, there are sometimes some minor fixes that need to be performed after the release. If you are not comfortable waiting for the fix, please wait a week to download the new update.
- Support: You can now request support without picking up the phone! Simply click on Support > Request Support and you can type your question or support need right into Crystal and also indicate if you’d prefer an email or phone response. These requests are sent to Crystal Support in real time and will help with quicker, more thorough support responses.
- Make tasks private: Private means the tasks are only visible to the employee to which they are assigned. To turn on/off private tasks [Admin-Tasks, checkbox "Tasks Assigned To Employees are Private"] To allow an admin user to view other employee's private tasks [Admin – Employees, checkbox “View All Tasks”].
- Backup: There is a new feature on the server version only that allows you to easily set up a nightly backup of your database and receive daily emails confirming the success of the backup. Additional instructions can be found at: crystalpm.com/how_to/creating%20a%20backup.pdf
- Word document storage: You can now store your MS Word documents that you use with the “Send to Office” buttons. This will make them available on ALL Crystal computers, and are easily accessible through a dropdown just by hitting the “Send to Office” button. To add the docs, go to Admin – MS Word.
- X Charge: Integrated CC processing. Ability to Void / Refund payment amounts without having credit card present. Please go to Admin – Credit Cards and contact X Charge for pricing and installation
- Copy/Paste template grids into MS Word or RT: You can create a button within the Medical Records to copy/paste grids into an MS Word or Rich Text documents. The button will copy the grid to the clipboard and allow you to paste. When editing records select Command then Copy Grid to Clipboard under Pre-loaded application.
See a complete list of all feature fixes and updates by clicking Admin > Updates > Show Log after updating to the newest version [also available at bottom of this document]
- Medical Record Option to Assign RX Type [Sph, Cyl, Axis, Add Options]: Field will auto-correct Field text into valid type.
Ex: 10 in an Axis field will auto-correct to 010
250 in a cylinder field will auto correct to -2.50.
***Did You Know***
Did you know that….you can find over 90 Crystal training videos on YouTube for everything from template editing, to PQRS, patient portal, Meaningful Use, and scanner setup? Check out our videos at crystalpm.proboards.com/thread/524/www-youtube-com-thecrystalpm
Did you know that….you can post questions and comments on our Crystal Forum that is read and responded to daily by other Crystal users and Crystal support staff? You can also find “how-to” walkthroughs and post feature requests here.
The Crystal Forum is found at crystalpm.proboards.com/.
COMING SOON (expected release dates: Beta by April, full release May)
- Frames Page Defaults: You now have the ability to add multiple billing codes to an item. You’re welcome, Colleen
- Wait List for Scheduling
- Additional Gateway EDI integration (Integrated Claim Submittal and Eligibility Verification)
- Internal Messaging between clients
Full List of Updates:
4.2.12b: REPORTS: PATIENT RECEIVABLE REPORT FIX FOR TRANSFERS
4.2.12b: RECORDS: FIXED ISSUE WITH ROUTING SLIP CREATION DUE TO DOCTOR ASSIGNMENT
4.2.12: BILLING: ABILITY TO ADD MULTIPLE STAFF TO AN INVOICE
4.2.12: PATIENTS: QUICK VIEW NO LONGER DISPLAYS CANCELED APPOINTMENTS
4.2.12: BILLING: BILL IDS MAX LENGTH INCREASED TO 20
4.2.11: BILLING: ENTER ADVANCES TO NEXT LINE
4.2.11: REPORTS: FIXED MEANINGFUL USE AND LAB RESULTS - DISPLAY MORE INFORMATION ON HOW METRICS ARE GENERATED
4.2.11: FILES: ABILITY TO SAVE AND UPLOAD
4.2.11: E-CLAIMS: INSURANCE NAME CHANGED TO ABBREVIATION TO ACCOMIDATE INS PLANS
4.2.11: CL ORDER: FIXED PHONE IF PREF CONTACT IS EMAIL
4.2.10: SUPPORT: ABILITY TO SEND A REQUEST DIRECTLY TO CPM SUPPORT
4.2.9: RECORDS: FIX COPY TO CLIPBOARD WITH CUSTOM GRIDS
4.2.9: BILLING: PQRS UPDATED
4.2.9: REPORTS: ADDED INSURANCE GROUP VOLUME DOCUMENTATION REPORT
4.2.9: SUPPORT FILES: ABILITY TO DOWNLOAD SUPPORT FILES
4.2.9: ARRA: ADDED TRANSFER ELECTRONIC CHECKBOX
4.2.9: FRAME ORDER: ADDITIONAL VISI-OFFICE OPTIONS
4.2.9: BILLING: SORTING OF BILLID COLUMN ON INITIALIZATION
4.2.9: REPORTS: FIXED PRINTING OF CQM REPORT
4.2.8: REPORTS: ADDED INSURANCE TO SALES REPORT
4.2.8: REPORTS: ADDED INSURANCE TO SALES PAYMENT REPORT
4.2.7: REPORTS: FIX FOR FRAME REPORT WHEN UPC IS NON NUMERIC
4.2.7: REPORTS: ADDED EMAIL OPTION TO SCHEDULE REPORT
4.2.7: TASKS: OPTION TO MAKE TASKS PRIVATE (ONLY EMPLOYEE CAN SEE TASKS ASSIGNED TO THEM)
4.2.7: RECORDS: FIX GRID DATE SORTING WHEN ADDING ITEMS
4.2.7: EMPLOYEE: OPTION TO VIEW ALL PRIVATE TASKS
4.2.6: RECORDS: FIXED LINKING TO DROP DOWN BOXES
4.2.6: EPRESCRIBE: FIX FOR BLANK MEDICATION STRENGTH IMPORTING BACK INTO CRYSTAL
4.2.6: BILLING: ADDED BILLING CODE LETTER PRINTING
4.2.5: RECORDS: ADDED BILLING CODE OPTION TO CLINICAL DECISION SUPPORT CRITERIA
4.2.5: RECORDS: CLINICAL DECISION SUPPORT ADDED MINIMUM DIAGNOSIS CODE OPTION WHEN SETTING DIAG CODES
4.2.5: RECORDS: RX HISTORY ADDED MORE DETAILED INFO FOR ORDERS
4.2.5: RECORDS: ADDED SUMMARY TAB CHECKBOX
4.2.5: REPORTS: FIX FOR INVENTORY REPORT FOR INVALID UPC CODES
4.2.5: BILLING: FIX FOR ANSI WITH CONCERN TO 0.00 INSTEAD OF 0
4.2.4: NEW PATIENT: FIX FOR DEFAULT CITY AND STATE
4.2.4: CL CATALOGS: ALLOWS FOR REMOVAL OF BILLING CODES
4.2.3: DEFAULTS: FRAME PAGE, TURN OFF WHOLESALE PRICE
4.2.3: RECORDS: FIXED CLINICAL DECISION SUPPORT FOR RX
4.2.3: CLINICAL QUALITY MEASURES REPORT: ADDED ADDITIONAL INFORMATION ON HOW NUMBERS ARE CALCULATED
4.2.3: RECORDS: SWITCH FIELDS BUTTON COMMANDS FIX FOR MULTI-LINE
4.2.3: BILLING: FIX FOR ANSI AND NPI OVERWRITTING
4.2.2: GENERAL: LOGGING FOR BAD PASSWORDS
4.2.2: FRAME PAGE: FIX LINKING
4.2.1: PATIENT: FIXES TO PHONE NUMBER STORING PROPERLY
4.2.0: RECORD FIELDS ALLOW FOR TYPE SEPCIFICATION SPH, CYL, AXIS, ADD (ALLOWING QUICK TYPING)
4.2.0: ADMIN DEFAULTS: DOUBLE CLICK TO EDIT ITEMS
4.2.0: SCHDULE REPORT: FIX FOR TIME CLOCK PATIENTS IN DROP DOWN LIST
4.2.0: TIMECLOCK: ADDED BUTTON TO MAINPAGE, CHANGED SYNTAX
4.2.0: RECORDS: BUTTON COMMAND TO EMAIL PORTAL INFORMATION
4.2.0: WEBSITE: ABILITY TO ADD INSURANCE PLAN INFO TO WEBSITE
4.2.0: TAB INTEGRATION: ADDED MORE CONCISE ERROR MESSAGES
4.2.0: INTEGRATIONS: UPTEMPO FOR ONLINE SCHEDULING
4.2.0: RECORDS: ADDED PRINT BUTTON TO DRUG RX TAB
4.2.0: INVENTORY: FIXED TOTALS ON HIDE QUANTITY ZERO
4.2.0: RECORDS: CHECKBOX NOW HAS UNCHECK OPTIONS FOR OTHER FIELDS (CAN ACT MORE LIKE RADIO BUTTONS)
4.2.0: INSURANCE: ADDED BOX 17 TO ADMIN INSURANCE WITH BUTTON TO RELOAD DEFAULT
4.2.0: PRINTING: IMPROVED ERROR MESSAGE ON LABEL PRINTING
4.2.0: BILLING: SAVING QUOTES NO LONGER GENERATE CMS FORMS
4.2.0: INVENTORY: ADDED LOGGING TO IMPORT/EXPORT OF FRAME LIST
4.2.0: FRAMEPAGE: ADDED WHOLESALE COST
4.2.0: REPORTS: FIXED ISSUE WITH BILLING CODE REPORT AND QUANTITY
4.2.0: RECORDS: FIXED SHIFT F8 AND NUMERIC FIELDS
4.2.0: RECORDS: ABILITY TO EXPORT GRIDS AS TABLE TO WORD DOCUMENTS AND LETTERS
4.2.0: BACKUP SCRIPT NOW CONTAINS A GRAPHICAL INTERFACE AND ABILITY TO CREATE SCHEDULED TASKS
4.2.0: LETTERS: ALLOW FOR MORE COMPLEX RICH TEXT BOX OPTIONS (COLUMNS)
4.2.0: GENERAL: ADDITIONAL FIELDS WHEN CREATING A NEW PATIENT
4.2.0: REPORTS: MASS INSURANCE CHECK ADDED NEW OPTIONS FOR REMIT NOTES
4.2.0: RECORDS PICTURES: ADDED CIRCLE OPTION
4.2.0: BILLING: X CHARGE ADDED FOR CREDIT CARD PROCESSING
4.2.0: IMPORT/EXPORT PATIENTS: FIX EXPORTING NUMEROUS PATIENTS AND SKIPPING SEVERAL
- Support: You can now request support without picking up the phone! Simply click on Support > Request Support and you can type your question or support need right into Crystal and also indicate if you’d prefer an email or phone response. These requests are sent to Crystal Support in real time and will help with quicker, more thorough support responses.
- Make tasks private: Private means the tasks are only visible to the employee to which they are assigned. To turn on/off private tasks [Admin-Tasks, checkbox "Tasks Assigned To Employees are Private"] To allow an admin user to view other employee's private tasks [Admin – Employees, checkbox “View All Tasks”].
- Backup: There is a new feature on the server version only that allows you to easily set up a nightly backup of your database and receive daily emails confirming the success of the backup. Additional instructions can be found at: crystalpm.com/how_to/creating%20a%20backup.pdf
- Word document storage: You can now store your MS Word documents that you use with the “Send to Office” buttons. This will make them available on ALL Crystal computers, and are easily accessible through a dropdown just by hitting the “Send to Office” button. To add the docs, go to Admin – MS Word.
- X Charge: Integrated CC processing. Ability to Void / Refund payment amounts without having credit card present. Please go to Admin – Credit Cards and contact X Charge for pricing and installation
- Copy/Paste template grids into MS Word or RT: You can create a button within the Medical Records to copy/paste grids into an MS Word or Rich Text documents. The button will copy the grid to the clipboard and allow you to paste. When editing records select Command then Copy Grid to Clipboard under Pre-loaded application.
See a complete list of all feature fixes and updates by clicking Admin > Updates > Show Log after updating to the newest version [also available at bottom of this document]
- Medical Record Option to Assign RX Type [Sph, Cyl, Axis, Add Options]: Field will auto-correct Field text into valid type.
Ex: 10 in an Axis field will auto-correct to 010
250 in a cylinder field will auto correct to -2.50.
***Did You Know***
Did you know that….you can find over 90 Crystal training videos on YouTube for everything from template editing, to PQRS, patient portal, Meaningful Use, and scanner setup? Check out our videos at crystalpm.proboards.com/thread/524/www-youtube-com-thecrystalpm
Did you know that….you can post questions and comments on our Crystal Forum that is read and responded to daily by other Crystal users and Crystal support staff? You can also find “how-to” walkthroughs and post feature requests here.
The Crystal Forum is found at crystalpm.proboards.com/.
COMING SOON (expected release dates: Beta by April, full release May)
- Frames Page Defaults: You now have the ability to add multiple billing codes to an item. You’re welcome, Colleen
- Wait List for Scheduling
- Additional Gateway EDI integration (Integrated Claim Submittal and Eligibility Verification)
- Internal Messaging between clients
Full List of Updates:
4.2.12b: REPORTS: PATIENT RECEIVABLE REPORT FIX FOR TRANSFERS
4.2.12b: RECORDS: FIXED ISSUE WITH ROUTING SLIP CREATION DUE TO DOCTOR ASSIGNMENT
4.2.12: BILLING: ABILITY TO ADD MULTIPLE STAFF TO AN INVOICE
4.2.12: PATIENTS: QUICK VIEW NO LONGER DISPLAYS CANCELED APPOINTMENTS
4.2.12: BILLING: BILL IDS MAX LENGTH INCREASED TO 20
4.2.11: BILLING: ENTER ADVANCES TO NEXT LINE
4.2.11: REPORTS: FIXED MEANINGFUL USE AND LAB RESULTS - DISPLAY MORE INFORMATION ON HOW METRICS ARE GENERATED
4.2.11: FILES: ABILITY TO SAVE AND UPLOAD
4.2.11: E-CLAIMS: INSURANCE NAME CHANGED TO ABBREVIATION TO ACCOMIDATE INS PLANS
4.2.11: CL ORDER: FIXED PHONE IF PREF CONTACT IS EMAIL
4.2.10: SUPPORT: ABILITY TO SEND A REQUEST DIRECTLY TO CPM SUPPORT
4.2.9: RECORDS: FIX COPY TO CLIPBOARD WITH CUSTOM GRIDS
4.2.9: BILLING: PQRS UPDATED
4.2.9: REPORTS: ADDED INSURANCE GROUP VOLUME DOCUMENTATION REPORT
4.2.9: SUPPORT FILES: ABILITY TO DOWNLOAD SUPPORT FILES
4.2.9: ARRA: ADDED TRANSFER ELECTRONIC CHECKBOX
4.2.9: FRAME ORDER: ADDITIONAL VISI-OFFICE OPTIONS
4.2.9: BILLING: SORTING OF BILLID COLUMN ON INITIALIZATION
4.2.9: REPORTS: FIXED PRINTING OF CQM REPORT
4.2.8: REPORTS: ADDED INSURANCE TO SALES REPORT
4.2.8: REPORTS: ADDED INSURANCE TO SALES PAYMENT REPORT
4.2.7: REPORTS: FIX FOR FRAME REPORT WHEN UPC IS NON NUMERIC
4.2.7: REPORTS: ADDED EMAIL OPTION TO SCHEDULE REPORT
4.2.7: TASKS: OPTION TO MAKE TASKS PRIVATE (ONLY EMPLOYEE CAN SEE TASKS ASSIGNED TO THEM)
4.2.7: RECORDS: FIX GRID DATE SORTING WHEN ADDING ITEMS
4.2.7: EMPLOYEE: OPTION TO VIEW ALL PRIVATE TASKS
4.2.6: RECORDS: FIXED LINKING TO DROP DOWN BOXES
4.2.6: EPRESCRIBE: FIX FOR BLANK MEDICATION STRENGTH IMPORTING BACK INTO CRYSTAL
4.2.6: BILLING: ADDED BILLING CODE LETTER PRINTING
4.2.5: RECORDS: ADDED BILLING CODE OPTION TO CLINICAL DECISION SUPPORT CRITERIA
4.2.5: RECORDS: CLINICAL DECISION SUPPORT ADDED MINIMUM DIAGNOSIS CODE OPTION WHEN SETTING DIAG CODES
4.2.5: RECORDS: RX HISTORY ADDED MORE DETAILED INFO FOR ORDERS
4.2.5: RECORDS: ADDED SUMMARY TAB CHECKBOX
4.2.5: REPORTS: FIX FOR INVENTORY REPORT FOR INVALID UPC CODES
4.2.5: BILLING: FIX FOR ANSI WITH CONCERN TO 0.00 INSTEAD OF 0
4.2.4: NEW PATIENT: FIX FOR DEFAULT CITY AND STATE
4.2.4: CL CATALOGS: ALLOWS FOR REMOVAL OF BILLING CODES
4.2.3: DEFAULTS: FRAME PAGE, TURN OFF WHOLESALE PRICE
4.2.3: RECORDS: FIXED CLINICAL DECISION SUPPORT FOR RX
4.2.3: CLINICAL QUALITY MEASURES REPORT: ADDED ADDITIONAL INFORMATION ON HOW NUMBERS ARE CALCULATED
4.2.3: RECORDS: SWITCH FIELDS BUTTON COMMANDS FIX FOR MULTI-LINE
4.2.3: BILLING: FIX FOR ANSI AND NPI OVERWRITTING
4.2.2: GENERAL: LOGGING FOR BAD PASSWORDS
4.2.2: FRAME PAGE: FIX LINKING
4.2.1: PATIENT: FIXES TO PHONE NUMBER STORING PROPERLY
4.2.0: RECORD FIELDS ALLOW FOR TYPE SEPCIFICATION SPH, CYL, AXIS, ADD (ALLOWING QUICK TYPING)
4.2.0: ADMIN DEFAULTS: DOUBLE CLICK TO EDIT ITEMS
4.2.0: SCHDULE REPORT: FIX FOR TIME CLOCK PATIENTS IN DROP DOWN LIST
4.2.0: TIMECLOCK: ADDED BUTTON TO MAINPAGE, CHANGED SYNTAX
4.2.0: RECORDS: BUTTON COMMAND TO EMAIL PORTAL INFORMATION
4.2.0: WEBSITE: ABILITY TO ADD INSURANCE PLAN INFO TO WEBSITE
4.2.0: TAB INTEGRATION: ADDED MORE CONCISE ERROR MESSAGES
4.2.0: INTEGRATIONS: UPTEMPO FOR ONLINE SCHEDULING
4.2.0: RECORDS: ADDED PRINT BUTTON TO DRUG RX TAB
4.2.0: INVENTORY: FIXED TOTALS ON HIDE QUANTITY ZERO
4.2.0: RECORDS: CHECKBOX NOW HAS UNCHECK OPTIONS FOR OTHER FIELDS (CAN ACT MORE LIKE RADIO BUTTONS)
4.2.0: INSURANCE: ADDED BOX 17 TO ADMIN INSURANCE WITH BUTTON TO RELOAD DEFAULT
4.2.0: PRINTING: IMPROVED ERROR MESSAGE ON LABEL PRINTING
4.2.0: BILLING: SAVING QUOTES NO LONGER GENERATE CMS FORMS
4.2.0: INVENTORY: ADDED LOGGING TO IMPORT/EXPORT OF FRAME LIST
4.2.0: FRAMEPAGE: ADDED WHOLESALE COST
4.2.0: REPORTS: FIXED ISSUE WITH BILLING CODE REPORT AND QUANTITY
4.2.0: RECORDS: FIXED SHIFT F8 AND NUMERIC FIELDS
4.2.0: RECORDS: ABILITY TO EXPORT GRIDS AS TABLE TO WORD DOCUMENTS AND LETTERS
4.2.0: BACKUP SCRIPT NOW CONTAINS A GRAPHICAL INTERFACE AND ABILITY TO CREATE SCHEDULED TASKS
4.2.0: LETTERS: ALLOW FOR MORE COMPLEX RICH TEXT BOX OPTIONS (COLUMNS)
4.2.0: GENERAL: ADDITIONAL FIELDS WHEN CREATING A NEW PATIENT
4.2.0: REPORTS: MASS INSURANCE CHECK ADDED NEW OPTIONS FOR REMIT NOTES
4.2.0: RECORDS PICTURES: ADDED CIRCLE OPTION
4.2.0: BILLING: X CHARGE ADDED FOR CREDIT CARD PROCESSING
4.2.0: IMPORT/EXPORT PATIENTS: FIX EXPORTING NUMEROUS PATIENTS AND SKIPPING SEVERAL