Release Note – October 8, 2015

Simplified Clinical Summary: New Option

It is now possible to hide unwanted sections when exporting the Clinical Summary. All you need to do is select the new "Simplified Summary" option.

When this option is selected, sections that are not selected will simply not appear in the document, instead of displaying the "Section not included in document" text. Moreover, when you choose to export Medications, only Current Prescriptions will be included in the document.

FOR PRACTICES THAT CLAIM FOR MEANINGFUL USE: note that MU requires for sections you choose not to export to be indicated as such in the report, and for you to export the full medication list. Selecting the "Simplified Summary" option makes the document non-MU-compliant.

Simplified Clinical Summary

Superbill Fixes and Enhancements

  • We have fixed issues some practices were experiencing with filters in the Superbill List
  • Backward compatibility with ICD9 when sending to CMD
    • Superbills with a date of service before Oct 1st, 2015 will be sent with ICD9 codes
    • Other superbills will be sent with ICD10 codes

Find Jack Jackson when booking an appointment

When booking an appointment, it should now be easier to find patients whose first name is also included in their last name. Just type their full name in the Patient field, and patients who match the exact name will be displayed at the top of the list.

Performance Enhancements

Larger practices will notice performance improvement in certain areas such as the Patient Library.

Plus: bug fixes!


If after using our tools you need additional help, please contact our Customer Support Team. You can reach us by email or by calling 1-866-779-1536.