CareStack 5.30 welcomes you to an impressive array of exciting new features, renovated workflows, and tiny changes with big impacts that stretch across the software. Whether you spend your time scheduling, chasing insurance payments, or researching fees, there is always a new feature for you. Also, click here to checkout the recorded v5.30 release webinar which takes a deeper dive into the topics.
We have implemented for you feature requests that will render a significant impact on your workflow efficiency be it while managing time clock entries or lab cases. To name a few the additional benefits offered to you would include the ability to effortlessly create recurring blocks, manage patients requests for online appointment booking via streamlined messages for its users, optimize your daily scheduling besides tapping into our all new Procedures Completed KPI.
Front Desk
1) Time Clock Entries
a) CareStack has made life easier for Time Clock Entries: Ability to Edit the Clock In location,
delete a Clock In, and View Clock In details by Day, Week, or Custom Dates. You will have a
location summary to show the amount of working hours completed.
i) Time Clock: Eases the amount of time that goes into making changes for provider
Clock In error or miss.
ii) Tracking of hours and locations.
2) Recurring Blocks
CareStack has updated the Recurring Blocks for you to enhance your schedule blocking
experience and workflow. Would you like to know more: https://vimeo.com/796130771
a) It allows you to create a single block or a recurring block. When you are creating a recurring
block you have the ability to repeat this daily, weekly, or every month and select specific days
of the week for the schedule.
b) We like to create recurring blocks but then realize we may not need it for a specific date and
time; no worries, you can unblock, add, and edit at your convenience.
c) We have created a Schedule Log to track slots that could not be booked as part of the recurring
block to reflect and allow you to make actionable changes where needed. Each row of the log
represents one set of recurring blocks. Click Download to see the blocks that were unable to
be placed because of conflicts. Hierarchy will always be appointments and the first block created.
d) Recurring blocks are permission based for add/edit and delete.
Would you like to know more: https://vimeo.com/796668055
3) Scheduler Settings
a) There is an i icon helper text to understand what eligibility check period does. You will find it
inside the Practice settings > Scheduler > Scheduler Settings > Eligibility.
i) Set the requirement for when a patient’s eligibility for a plan should be checked. Appointment
blocks are colored red when a check is needed and green when the check has been performed
within the required time.
b) When selecting Eligibility Check Period as Custom Period, you will see the subsequent field text
Reworded from: ‘Last Eligibility Date Older than’ to ‘Require Eligibility Check After’ in which
can select your custom date.
c) The new customization for Checking Insurance Eligibility within Scheduler Settings will
allow you to select the Eligibility Check Period for a Custom Period, Monthly, Calendar Year,
or Fiscal Year.
d) When you are selecting a Custom Period you will be prompted to select the amount of days
for the Require Eligibility Check After field: There will be an i icon to hover over in the Eligibility
Check Period which will offer detailed information regarding the reflection of its setting on the
schedule.
4) No Show/Cancellation Module
a) Newly added feature inside the No Show/Cancellation module offers the ability to add a code
with an editable fee and complete the Cancel/No Show all in one swift action. When a patient
calls and I need to Cancel/No Show the appointment, I can select a code from a dropdown menu
in the cancellation module to add a No Show/Cancellation fee where I can adjust the fee manually.
When I have completed, cancel/save the appointment details, it will complete the code and push
the charges to the patient’s ledger.
Would you like to know more? https://vimeo.com/800765918
To set the code for cancellation go to Practice
Settings > Scheduler > General Settings > No Show/Cancellation Codes.
i) I am able to reschedule a No Show/ Canceled Appointment from the Patient > Appointments
page.
ii) I am able to set a No Show Fee in Practice Settings.
iii) I am able to see the number of previous Cancellations and No Shows of a patient.
iv) I am able to change the Provider and Fee for Cancellation Codes from the cancellation
grid.
v) I am able to delete the Cancellation Code from the cancellation grid.
Would you like to know more? https://vimeo.com/800764901
5) Schedule Updates
a) We are bringing in the function to print your schedule in the Order of the Operatory replicating
the view in the Scheduler of columns to help with visual continuity.
b) We have enhanced the creation of a block in an operatory to default to the operatory provider.
This will save you time selecting the provider.
c) Update for Future Appointments check out: If a patient is scheduled for a future date, Carestack
will not allow you to check out the patient until the appointment date.
Clinical
1) Lab Cases
a) Exciting updates for the Lab Cases: As a user creating a lab case, it can be selected for a
future date. For example, if you complete a case on Monday but the lab comes on Thursday,
you can select the Sent Date as Thursday. The update for the Lab Case Location filter has
changed and will not be pre-populated in the slideout when navigating from the Patient
Overview.
i) Ability to Choose Sent Date As a Future Date In Lab Cases.
ii) Lab Cases ‘Location filter shall not be pre-populated in the lab case slideout when
navigated from Patient Overview’.
Patient Engagement/Patient Services
1) Medical Alerts
a) Ability to add Medical alerts manually from the Med Alerts tab. This feature prevents the need
to create a new Med Hx form to make changes to the Allergies and Conditions.
Would you like to know more? https://vimeo.com/801672222
2) Global Search
a) When searching for a patient using the Global Search, the ‘Include Inactive Patient’ checkbox will
remain unchecked by default.
b) Users can now search patients by their email address.
c) Users can view a patient’s SSN (last 4 digits) in search results.
d) Minor UI Changes to the Global Search dropdown.
Would you like to know more? https://vimeo.com/796129786
3) Patient Connect
a) The dropdown for provider, referral provider, appointment and witness signatures inside Patient
Connect (office mode) would have a 'Search' tab. These dropdowns would also list the items in
alphabetical order.
4) Online Appointments
a) A more clear text in the follow-up steps for patients to complete appointment requests and
direct booking (applies to both new and existing patients).
b) The confirmation email for the appointment booked online will reflect a summary list of all
the appointments booked.
c) Obtain customizable color for top banner upon request via support (for online booking).
5) Auto Inactivate Patients
a) CareStack now allows you to automatically inactivate a patient based on when their last treatment
Date of Service was or based on when their last appointment was. Patients can be excluded based
on the patient’s flag.
6) Patient Portal Text Authentication
CareStack has added the feature to authenticate your patient portal via Mobile Phone.
Select the option for the Mobile Number and it will send a text message with the authentication code.
7) Patient Portal and Mobile Medical History Changes
- The UI of the Medical History Form in the Patient Portal has been improved for both the web and mobile versions :
- Dropdown arrow for Language options
- Save button has moved to the upper right hand corner(This will save as a draft if you are not completed.)
- Condition, Allergies, Dental Questionnaire and Medical Questionnaire are labeled 1-4 and will have a green check mark once that section is complete
- Mark all as no has moved to the Upper right side
- Next will move you to the next page
- Patient Portal version:
- Mobile View:
Revenue Cycle Management
1) Ledger
a) Insurance Payment Split
i) A single insurance payment receipt will be entered on the ledger as one receipt, rather than
separate receipts for a multiple treating provider claim.
ii) If a provider or location is changed/updated on a completed procedure code, system
transactions will state a reversal of that code, followed by a new code completion, that would
result in 3 entries. This change is to facilitate a better audit trail when changes on location or
provider occur.
2) Insurance Warnings
a) Avoid a situation where there is an outstanding insurance balance and no open or future claim to
be billed/batched, with the addition of guided workflows and prompts. When an insurance receipt
is deleted, reversed, or an additional ‘insurance adjustment ON’ is made against a code, with a
closed claim or no future pending claim, there is a prompt to reopen the claim to avoid this potential
mismatch.
3) Claim Warnings
a) If you try to create a claim from the appointment or chart modal with a completed procedure code
that is already in another claim, or has a billing order of N, you will now get a pop up that states
clearly which procedure code cannot be included in the claim creation and why. If you click proceed,
it will create the claim with the codes that can be included.
4) Patient Payments
a) Payment Plan updates
i) The number of payments have to be greater than what has already been processed.
If editing an existing payment plan, and the number of payments is less than what has
already been processed, there will be an orange error alert, and a new payment plan
agreement will NOT be generated.
ii) When a payment plan has been terminated or completed, the COF flag will be removed from the
patient labels/flags for that particular patient, automatically. The COF flag only applies to an auto
debit payment plan.
iii) When entering an income reduction payment against a patient balance, the verbiage has been
enhanced for more clarity on the impacts of that payment type.
5) Payment Service Transactions
a) There is an addition of location dropdown within the grid as its own column, rather than a location
dropdown at the top and within the grid, while searching Bluepay or CS Pay transactions per
merchant account. This ensures that you can select multiple locations at a time, rather than being
restricted to just one at a time.
6) Statements
a) In the statement generation criteria, we updated the information icon for ‘generate for accounts
with’ to include descriptions for each option concerning Patient/Insurance Balance.
Reporting and Analytics
1) KPI’s
a) New KPI: Procedures Completed
i) We will be adding a new KPI called Procedures Completed that tracks the total number of
procedures completed based on the transaction date. To view the Procedures Completed KPI,
navigate to your System Menu > Operational Reports > Scorecards/Analytics Dashboard.
ii) The Procedures Completed KPI is available both within the Scorecards as well as the Analytics
Dashboards. Within the Scorecards, users have the option to view the number of codes
completed by CDT Category, CDT Code, Location, Provider, Provider Type, Service Type
and Specialty. Whereas on the Analytics Dashboard, users have the unique ability to view the
Procedures Completed Trend by period or previous year.
2) End of Day Report
a) UI enhancements have been added to improve the overall usability of the End of Day report.
i) The Opening AR and Closing AR within the Performance Summary have been renamed
Opening Balance & Closing Balance for improved readability and understanding.
ii) Displays an i icon to emphasize the core idea of MTD, YTD values to the user.
iii) Introduced Total section for receipts.
iv) Ability to view Adjustments.
Would you like to know more? https://vimeo.com/801677585?share=copy