Summer 2021 Update

New or Enhanced Features

• New Online Scheduling and Request system. 

          1. Online Scheduling Set-up

          2. Clinic Online Scheduling Queue

          3. Online Scheduling Patient Views

• New Family Care Plan feature. Click HERE to see the training article.
• Enhancement of the Care Plan feature. Ability to Edit Charges, Payments, Visit number, plan amount. Etc. after a care plan is created. Click HERE to see the training article. 
• Added Color Coding to Care Plan Feature. The care plan tab within a patient's file will now display in red if the patient is attached to a care plan. Active care plans will display in green and care plans that have expired will display in red. If a patient is sharing a care plan, the care plan info will display in black.

• New Financial responsibility/Signature area to Care plan “Print” area. To Edit: Admin>Global Settings) The information provided is default to the system and can be changed to any financial statement the clinic may want to print.

• Ability to distinguish when patients turn inactive (Admin>Global Settings)

• Ability to stop Katana from changing patients’ status on the backend (Admin>Global Settings)

• New Charge Total added to Sales Tax report

• Modifications to data refresh times with the software (internal)
• “What's New” area of software toolbar directs to Private FB page. The user must be logged into FB and a member of the page to see the content.

• Coding added to prevent a campaign from going to patients with the same cell number. Now only one patient will receive the campaign.
• Increased the number of BDM reminders to 10.

Issues Resolved

• Idle time increased when Text Queue and Campaign tabs being left open.
• Reason of visits turning grey within appointment dashboard.
• Campaign Start and Stop date issues with not displaying properly.
• Missed appointment reminders sending to patients that have opted out.
• Campaign Occupation filter not filtering for patients.
• Patient Recall report “All” Filter fixed.
• Patients receiving text messages before 8 am.
•  Invalid phone numbers would prevent campaigns from sending out to remaining patients in the queue.