4.2.12 Released today!

[Kraig]

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

[caitlin]

Hi! Feedback on the changes to the Frame Order screen - the opticians are very unhappy the "Notes" boxes shrunk... for the sake of the additional measurements that will likely be populated very rarely... compared to the notes. Could those go into a popup and we get the notes boxes back to the same size? Thank you!

[KizerOpt]

Mar 18, 2015 13:34:30 GMT -6 caitlin said:

Hi! Feedback on the changes to the Frame Order screen - the opticians are very unhappy the "Notes" boxes shrunk... for the sake of the additional measurements that will likely be populated very rarely... compared to the notes. Could those go into a popup and we get the notes boxes back to the same size? Thank you!

Agreed that the notes boxes need to be resized at least half again as big. Those are more important than the additional measurements. Would also like to see the insurance notes on the patient quick view back to three or 4 lines, or at least scrollable.

Karen

[vaderkty]

Why, thank you, Kraig :-)

[mdeyedoc]

Mar 18, 2015 14:11:27 GMT -6 KizerOpt said:

Mar 18, 2015 13:34:30 GMT -6 caitlin said:

Hi! Feedback on the changes to the Frame Order screen - the opticians are very unhappy the "Notes" boxes shrunk... for the sake of the additional measurements that will likely be populated very rarely... compared to the notes. Could those go into a popup and we get the notes boxes back to the same size? Thank you!

Agreed that the notes boxes need to be resized at least half again as big. Those are more important than the additional measurements. Would also like to see the insurance notes on the patient quick view back to three or 4 lines, or at least scrollable.

Karen

If the fields for the Rx section were resized (most of, if not all) the other fields would probably fit up there. Those boxes are way bigger than they need to be and Seg hgt and PD are already up there so it makes sense to put those other fields up there. Do ALL those measurements need their own field? Do they transfer into Vision Web or DVI fields?  If not, why can't we just manually put them in the notes section when used? The new fields that are the most useful are OC, wrap, pantoscopic tilt and vertex distance.  I don't even know what Head Eye Co, Stab Co and Prog Lens are supposed to be.

Attached is an example of laying it out in the RX section with sample maximum length data fields.

Also, with the current arrangement, the new fields run into other info when you print the order.

Marcia

Attachments:

[hec]

i followed the instructions for the backup and nothing backed up nor did it create a shortcut on my desktop. help anyone?

[mdeyedoc]

Mar 20, 2015 15:05:32 GMT -6 hec said:

i followed the instructions for the backup and nothing backed up nor did it create a shortcut on my desktop. help anyone?

It didn't work for me either when it was beta. I asked about it at the time but didn't hear back. It has to be done on the server version. Is that what you did?

Marcia

[hec]

yes i did it on the server.

[vaderkty]

There is a video that shows how to do it on crystals website. We had feature set up long before "button". You can just do it manually if you like. It's actually pretty easy.

- Backup: There is a new feature on the server version only. Additional instructions can be found at: crystalpm.com/how_to/creating%20a%20backup.pdf

[franc]

I would love to see a pop-up possible for the Rx pages. Thanks!

[mdeyedoc]

Mar 20, 2015 15:46:23 GMT -6 hec said:

yes i did it on the server.

Do you have an admin password on your computer?  When I tried it before, it asked me the password so it was doing something but I couldn't find a back-up anywhere.  I wonder if that is somehow the culprit.

Marcia

[brianz]

Frame Page Defaults.
Linking does not work properly. Cannot figure out how to add multiple bill codes to one thing? when I select only a few items to link and then save it, it shows everything selected if I reopen the add linking dialog instead of prior selection. Also, it does populate correctly on the frame order page...using 4.2.12e

[KizerOpt]

Is anyone else still seeing errors on adding secondary ins to claims? Kristen said 4.2.12e fixed it, but I'm still getting the same error.

Karen

[Gina]

Mar 26, 2015 9:15:44 GMT -6 KizerOpt said:

Is anyone else still seeing errors on adding secondary ins to claims? Kristen said 4.2.12e fixed it, but I'm still getting the same error.

Karen

How are you building the claim? When I create a secondary claim I've already transferred the balance to the secondary insurance so when I click on CMS Form it gives me all insurance options to bill for. If filing to the secondary I choose the secondary insurance then. Normally, I would go straight to Add'l ANSI info, click on ADD ANOTHER and then move the insurances so they are in the correct order.
I also tried clicking the double arrows in box 9 and then went to Add'l ANSI info to move the insurances around and all of the information populated as it should.

[KizerOpt]

This is on the primary (ie Medicare) claim. click the double arrow to load secondary ins info gets error that the patient is missing a relationship to patient, etc. Crystal has known about this since beta, thought it was fixed in most recent update. I'm not seeing fix. Have to work around by adding secondary in ANSI mode. should not be that much trouble.

Karen