New Features and Improvements
Medicare / DVA Archiving Claims
The ability to Archive your Claims from the Reconciliation screen has been introduced allowing you to archive any claims that have been made in error or any that will not be paid by Medicare / DVA
Online Payments
Payments made online will now be reflected within Gensolve. For example charges in Gensolve will show as being paid after the online transaction has been successfully completed.
If your online payment solution is via Stripe, the transaction fee will show against the appointment as an expense.
The online payment link can now also be sent to debtors via an invoice or statement email. Adding the Online Payment Link tag to your Invoice Recovery and Debtor Statement email templates will allow the debtor to pay any or all items currently outstanding. This is in addition to the existing online payment functionality where a client can be sent the online payment link via the Client Appointment email template.
Please see our support centre pages for more information on how to set up Online Payments
Restrict Service Charges by Provider Type
When configuring service charges there is now an additional option to restrict by Provider Type from the Visibility and Ledgers tab.
This is useful when you have multiple provider types and your service charges are specific to one or several Provider Types in your clinic. Configuring the Service Charge by provider type, in these cases, will also save time when adding new providers to your system in the future because adding providers to service charges individually will no longer be necessary.
Telehealth Updates
Gensolve Telehealth is now compatible with Safari.
Additional information has been added to the screens your client sees to assist with the installation process.
Please see our support centre pages for general information on how to set up and use Telehealth
Claim Numbers on Email Templates
A new tag called CLAIM NO has been added to the Invoice Recovery Email Template type. This is useful when sending invoices to Insurers who require the Claim Number(s) to be visible in the email subject or main email body.
NDIS Number
The system field Client NDIS Number was added, so now it can be used in Custom/Smart forms on the GPM application. You can configure it via Administration >> Custom Forms >> Edit/Create a Custom Form >> Right-mouse Click in the Main Panel >> Select Add a New Field option >> Click on System Fields >> Select the field Client NDIS Number. You can also view DebtorId and Debtor’s name in the NDIS Report.
Service/Payee Provider
You can now select Providers from another Site in the Service Provider & Payee Provider Options when creating a Claim to Medicare Online.
Address Search 'Suburb' field
When selecting an address from the search options, the suburb or town will now be displayed in the 'Suburb' field. The city can be entered manually if required. This has been updated to reflect the Australian postal service definition of an address that requires the suburb/town but has no real notion of the city.
Emailing Completed Appointments
Now, if email is enabled, you will be able to set an email to be sent after an appointment has been completed. To do so, go to Administration >> Vendors >> Edit your Vendor >> Client & Appt Settings >> On the “Send Email when an appointment is completed” section, select from the options displayed according to your needs.
Mailchimp Updates
You can now import more than 500 email addresses at a time.
Under Reports>Template merge you can now easily show rows with duplicate email addresses and exclude duplicate email address rows. This makes it easier when exporting to Mailchimp that does not allow duplicate email addresses.
Where a client may be validly sharing an email address (for example a child or partner), it is suggested you create a Client Group "Shared Email" and add this to the child/partner. Then when exporting choose to exclude anyone in that group so only the main person remains and will be exported to Mailchimp
Fixed Assets
Within 'Fixed Assets' you can now record Invoice Numbers, Serial Number, and Tag Numbers. In addition, you can create your own Asset Categories and apply these to Assets. You can filter assets by all of these new fields.
You now have the option to export the Fixed Asset Schedule to Excel and customize the output which can include all of these new fields.
You can now specify a Fixed asset as "Instant Write Off" for low-value assets that will be posted to an Expense Ledger but can still show on your Fixed Asset schedule until they are disposed of.
Smart Forms Uploads
Now, you can choose whether to upload completed client Smart Forms or not through Administration >> Custom Forms >> Edit the form in question >> Tick/Untick the "Upload Web Screenshot". These uploads will be stored as HTML data instead of a PDF upload. Upload's performance has been optimized to improve the user experience.
Other Fixes and Features
- Fixed the issue where n some situations the email statement pdf file was not attached when emailing a statement batch.
- The # icon will be displayed on the Appointment when less than X appointments remain for Private conditions where an allowance has been set
- Fixed error that was being displayed when selecting a Client Group with 0 clients on it.
- Resizing or maximizing the Patient Goals form will now extend the text fields allowing more entered data to be visible.
- Smart forms will now automatically make System Fields mandatory where they are normally expected to have a value such (for example the Clients name).
- Recurring appointments now copy initial appointments quantity and duration if these were modified.
- Fixed the issue when adding a new Email Signature for a user would sometimes display as a broken link (X) when viewing the signature on a different computer.
- Now, when right-clicking on an appointment on GPM Scheduler and selecting the “Send Email” option, all client email templates will be available to be used.
- Fixed the issue where an uploaded PDF of a smart form filled-in online was not able to be edited to change the file name or add more details.
- When deleting an SMS template you will receive a warning message if it is being used on an Auto SMS schedule.
- Auto schedule reminders can now be made inactive. This is useful if you want to temporarily stop sending SMS reminders, but allow the same auto-schedule rules to be activated at a later date, for example.
- The window for medicare auto reconciliation has been increased to 7 days.
- Now you can choose to include Undischarged conditions when generating the Discharge Summary Report.
- When sending a custom form via email to a client the chosen form entry type will now be saved correctly.