New or Enhanced Features
- New Online Scheduling and Request system.
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.
- 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.
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