PracticeSuite Release Note

Product Release Version: 22.0.0
EHR Version: EHR-18.0.0

        Product Release Date: July 2023

© 2023 PracticeSuite

Disclaimer: All rights are reserved. No part of this work may be reproduced in any form or by any means through graphic, electronic, or mechanical, including photocopy, recording, or information storage and retrieval systems – without written permission of the publisher.

The products that are referred to in this document may be either trademarks and/or registered trademarks of the respective owners. The publisher and the author make no claim to these trademarks.

While every precaution has been taken in the preparation of this document, the publisher and the author assume no responsibility for errors or omissions, or for damages resulting from the use of the information contained in this document or from the use of programs and source code that may accompany it. In no event shall the publisher and the author be liable for any loss of profit or any other commercial damage caused or alleged to have been caused directly or indirectly by this document.

Printed July 2023 at PracticeSuite, Inc.3206 Cove Bend Dr. Suite A Tampa FL 33613

Part – 1 Product Enhancements

1.1 EHR Charting

1.1.1 Major Overhaul in UI Design-Inline Editor

Continuing our efforts to improve ease of use for our providers, we have further upgraded our EHR charting screen to a WYSIWYG (What You See What You Get) typestyle interface. The upgraded inline editor gives users instant visibility to all Level-1 and Level-2s without any additional clicks.

For users either reviewing a chart or modifying it, the entries under the header are always visible hence referencing them becomes easier, enhancing the charting experience and making charting quicker and effortless. Additionally, a “Hide/Show All” option has been made available on the screen that can be used to either condense the chart to merely display those headers that have info saved under them or the expanded view with all the elements displayed.

The major  highlights of the upgrade are given below:

1. Users can now view the data entered in Level-2 under the respective headers by simply scrolling up/down in the charting area. Headers having data will be displayed in green colored text and with a green tick beside it. Please refer to Image 1.1.

Image 1.1

2. To insert into an L2, click on the header and that opens a pop-up with the level-2s. Enter info into the required level-2 and save to return to the main screen displaying the entered information under the selected header; see GIF 1

3. To modify the information that is entered, the user can click on the L2 to make the area editable and then type to edit. Clicking on the “X” next to the entry removes the saved info. Please see GIF 1.


4. Extended the copy feature to the component level.  A new copy option is made available beside the L1 header to copy elements from an existing canned sheet into the L1.

5. All the facesheet items are grouped by date. Additionally, the pop-up window will have the option to copy the facesheet.

6. “Hide/Show All” option is made available at both the top level (for the entire note) and within each SOAP item. Clicking on “Hide” displays only the headers that have data, hiding the others.

7. The button at the top of the editor displays the clinical note as a popup. Users without having to leave the edit mode, can now access the visit note.

8.   The upgraded charting screen has been made mobile-friendly and has improved navigation significantly reducing side-scrolling.

9.  A new autosave feature has also been added to the narration editor.

1.1.2 Upgraded the Level-2 Add/Edit Screen

The Level-2 Add/Edit screen has been upgraded to accommodate the new charting functionalities and workflows (see Image 1.1.2).

Image 1.1.2

1.1.3 PDF Output of Facesheet

A new option provides users with the ability to now have the ability to eliminate duplicates in the PDF output of the facesheet. 

1.1.4 Referring Provider Option for Faxing Lab/Radiology Orders

For faxing lab/radiology orders or clinical notes to external referring providers, the user had to previously choose the radio “External” for listing the outside Practice providers.  The radio option has been removed and users can directly type into the search field to find a saved provider.


1.1.5 FaceSheet-  Blood Pressure Reading

The order of the blood pressure reading in the vitals section of the Facesheet has been reversed to read the systolic value first, followed by diastolic.

1.2 Immunization 

1.2.1 Immunization Screen-Updates for New Immunization Records

A. If the administrative note reads “New Immunization Record”, it has been made mandatory to select a VFC program.

B. Additionally for new immunization records,  the expiry date of the vaccine has to be a future date.

1.2.2 Immunization Report-New Filter to Show ‘Active’ Records

In order to display only the active records, a new filter named “Active Records Only” has been added to the immunization report.

1.3 RCM Workflow Configuration/ Task Management

With the current release,  a user-driven tasking feature has been introduced for the revenue cycle management system. Though currently limited to the Collection Manager, this feature will soon be expanded to all important billing modules bringing seamless automation for tasking and allocation of work. The configuration allows the creation of similar functional user groups (known as “Teams”) and the setting up of predefined workflow rules that would essentially drive the provisioning/allocation of a user’s daily tasks /user worklists.

The benefits of this new feature are the following:

* Clearly defined work allocation with time expiration based on the configured rules.

* Work automation-  Reduces labor, effort, and time and improves accuracy by automating the provisioning of the daily work.


RCM workflow configuration can be accessed by going into the Advanced Setup screen-> Billing Options (see Image 1.3a). Click on the “Configure” option to open the workflow configuration screen.

Image 1.3a

Rule(s) Set Up

Clicking the “Configure” option on the Billing Options page opens up the rules listing screen (as shown in Image 1.3b).  Rules that are added will be listed here and can be modified if necessary. The workflow rules can be modified by clicking on the icon .

Image 1.3b

To add a new workflow rule, click on option at the top-right-hand corner, to open the rule(s) setup screen (as shown in Image 1.3c).

Image 1.3c

Before adding a rule, first, add a team (user group). A team can be an individual user or multi-user group and it is required that at least one team is added to configure a rule.  To bring up the listing screen, click on “Teams” at the top right-hand corner as in Image 1.3b. To add a new Team, click on the option  .

Team Setup Screen

Image 1.3d

Note: Esc. Days, L1 supervisor, and L2 supervisor fields are currently non-functional. The intended functionality for these fields will be made available in a future release. 

Note: For RCM-enabled accounts, the ‘Assigned To’ filter in the Collections Manager will henceforth default to the logged-in user. If the user is not part of any team, ‘Assigned To’ will default to  ‘ALL’.

Audit Logging for Workflow Setup

Audit logging (front-end audit trail) is enabled for the Setup, Teams, and Team Users screens. Admins/users that have been given access to the audit viewer screen can track the user activities from here.

1.4 eFax -Configure Multiple Fax Numbers 

Practices have been given the ability to add multiple fax numbers to their system. If a Practice has subscribed to additional fax numbers through the service provider, the additional fax numbers can be configured in the Fax setup screen under “Practice Options” (please see Image1.4a).   Customers can contact our implementations team for assistance to have the secondary fax numbers added to the system.

Additionally, the primary or secondary fax numbers can be restricted to users with a specific role and/or a specific Legal Entity.

Image 1.4a


‘Sender’ Fax Number in the Compose Fax Screen

When sending a fax, users can select the appropriate fax # (primary or secondary number) to use in the “From” dropdown (as seen in Image 1.4b). 

Image 1.4b

1.5 ERA- Sort Option in ERA Listing Screen

On the ERA listing screen users can sort the list in either ascending or descending order (please see Image 1.5).  The following fields can be used for sorting:

    • Creation Date (Default)

    • Payer

    • Check Date

    • Check Amount

    • Check Number

Image 1.5

1.6 XSuperbill – Change in Warning Message Context

A modification has been made to the duplicate charge validation where it would flag the warning only if the procedure code, Provider, and LE in both encounters are the same.

1.7 ICD-Repository Update

The ICD code repository has been updated to the latest version.

1.8 UB04- Bill Types Added to Repository

“Type of Bill” for UB04 can now be looked up from the system’s repository. Users can double-click on the field to look up the list. 

1.9 Patient Demographics

1.9.1 Document Manager- Doc Type Listing

Only the doc types associated with files are henceforth shown on the left pane in the Document Management screen.  The same change has been made on the EHR screen too.

1.9.2 Insurance Screen- Increased the Length for Group# Field

The field size of Group # in the patient’s insurance screen has been extended to 50 characters.

1.9.3 Alerts Screen

The drop-down ‘Type” in the ‘Alerts/Recall’ screen will always default to “Alert”.

1.10 Home Screen- Claims Dashboard Widget

The numbers in the Claims Dashboard on the home screen will match the numbers on the Claim Workbench (“Submit Claims”).


Part – 2 Reports

2.1 ‘G2. Denial Report’ Update

The direct extraction to excel for the summary and detailed outputs have been added for the G2 report. Users can now directly download the excel report without having to wait for the full report to load on the screen.

Image 2.1 

2.2 ‘C3. Patient Statement Summary Report’ Update

 A new check box filter named “Include Void Statements” has been added for the C3 report. When running the report, users can check the box to include statements that have been voided for the selected date range.

Image 2.2

2.3 ‘C2. Generate Patient Statement(s)’- Added a new search filter

A provider drop-down filter has been added to the C2 report.

Image 2.3

2.4 ‘E9. Interface Log Report’- New Column Added

A dos filter has been made available for CCDA outbounds. The CCDA report data will also include the date of service. Please note that the dos filter will be grayed out for the other transaction types.

Image 2.4

2.5 ‘J25. ERA Detail Report’ Update

Two new columns – “Accession#” and “ERA Check Date” have been added to the excel output of the J25 report.

2.6 ‘G1. Claims Detail Report’ Update

All outputs for the G1 report will now display the user who batched the claim. This info can be seen in the column named “Claim Generated By”.

Image 2.6

2.7 ‘I18. Credit Card Transaction Report’- Added Comments

Payment Entry comments will now appear on all I18 report outputs.

Image 2.7

2.8 ‘A1. Appointment Schedule Report’ Update

The detailed excel output of the A1 Report now includes the state along with the patient’s address.

Image 2.8

2.9 ‘B5. Authorization Tracking Report’- Filter Change

The filter to run the report by visits remaining (count) which previously was a single input field (for days) has been modified to allow users to enter a range.

Image 2.9

2.10 ‘I6. Posting Details Report’ –Denial Code Field added

Denial code will appear in all outputs of the I6 report except PDF.


Part – 3 Resolved Items

3.1 C2. Generate Patient Statement Screen- Statement Count Discrepancy

When users tried to void the statements repeatedly or for recurring failed eStatement generation, the patient statement count occasionally dropped to negative. This has been addressed and the count will always remain “0” or a positive number.

3.2 EHR –Saving Charts with Lab Results

Charts with a large set of lab results could not be saved as “Complete”. This issue has been addressed.

3.3 Time Out Issue for H13 Report

The timeout issue in H13 has been resolved.

3.4 Time Zone Issue

When a few time zones were saved as the default time zone in the system, it failed to capture the user’s activity date and time. The affected time zones were – Pacific/Pago, America/Phoenix, or AKST. This issue has been corrected.

3.5 Patient Alert Display in ERA Screen

The bell icon beside the patient name in the ERA posting screen failed to display the patient alerts. This is now resolved and the alerts are displayed on mouse-over on the bell icon.

3.6 Updating Tasks in the ‘To-Do’ List 

The assignee’s home screen continued to show tasks from the To-Do list even after they were marked as complete. This is now corrected.

3.7 G1. Claims Detail Report

3.7.1 Claim Display

The issue with accepted claims being displayed as rejected in G1 Report has been addressed.

3.7.2 Provider Filter 

Non-functional provider filter in the G1 report has been corrected.

3.8 On-account Balance on Charge Master 

When accessing Charge Master from the patient’s ledger, the on-account balance displayed either “0” or incorrect info. This issue has been corrected.

3.9 Encounter Procedure Screen

In the encounter procedure setup screen, the drop-down did not show the group codes for a few users in the drop-down. This has been addressed.

3.10 ‘J22. Procedure Productivity By LOB Report’ 

Charges were not reflected accurately in the report. This is now resolved.