New Features and Improvements
Contracts
- You can now configure Contract Types to allow Pre-Invoice Verification to be set on the respective Contracts via the new 'Default to Require Pre-Invoice Verification?' tickbox. Invoicing on a Contract will be prevented when verification is required.
- It is now possible to assign an Asset Ledger when configuring a Contract Type Charge
- It is now possible to export Contract Sub-Types to Excel via Template Merge as there is a new merge field «ContractSubType»
- There is now a new Letter Template merge field for a Contract's Status Notes «ContractStatusNotes»
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When sending Contract Emails, the email addresses for the Debtor, Case Manager, and Client's GP will now appear as email suggestions.
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The Custom Contract email template now includes tags for the Provider's email address and phone number.
- When viewing the Schedule Invoice report for an insurer, if the contract charge is Per Hour and the related contract has since changed the Contract Type, an error will no longer occur.
- The Custom Contract Details Report now has the option to include the Budget dollar values
- When changing the duration of a Contract appointment directly on the appointment book, you will now be notified if the budget has been exceeded.
API
- The Revenue Items Details API endpoint now returns the Payment Type details for each cash revenue item where applicable
https://nzgpm.gensolve.com/api/#tag/Accounting/paths/~1accounting~1revenue_items/get - A new endpoint has been created to test if a Site (and optionally provider), has a currently active SMS reminder autoschedule configured
https://nzgpm.gensolve.com/api/#tag/Sites/paths/~1sites~1is_sms_active/get - A new endpoint has been created to Create Events
https://nzgpm.gensolve.com/api/#tag/Events/paths/~1events~1create_event/post - A new endpoint has been created to set an Appointment Status
https://nzgpm.gensolve.com/api/index.html#tag/Appointments/paths/~1appointments~1set_status/post - The API endpoint for Site available appointment times now has an option to return available timeslots as a single block rather than being broken into the respective duration blocks https://nzgpm.gensolve.com/api/#tag/Appointments/paths/~1appointments~1site_available_appt_times/get
Accounting
- Changes made to improve the processing speed for Xero imports for large invoices
- When creating a new Fixed Asset, a warning will now be given if another Asset exists with the same supplier invoice number.
- Xero payment exports now return a line error when trying to match a voided invoice in Xero as Xero does not allow payment or editing of voided invoices.
- You can now set a Default Invoice Email Template on a Debtor/Insurer on the Debtor's Details page>>Default invoice email template box
Claim Reviews
- The ACC Claim Review form has been updated to cater for recent ACC changes. When creating a new Claim review report, by default "Version 2 (Current)" will be selected.
- You now have the option to specify that a Claim Review is not needed for a condition (for example where a specialist has been involved). This can be done under the Condition>> Appts Used>>tickbox 'This Condition is Exempt from Physiotherapy Claim Review (for example when the Client has seen a Specialist)'
- The Claim Review warning will no longer consider Regulation appointments when calculating whether this is the 12th (or later) appointment
- Conditions that have been discharged will no longer appear on the Front Office>>Claim Reviews Due. This is in accordance with ACC's expectations that Claim Reviews are only completed for claims that are current.
- Fixed the issue where Claim Review Due warning messages were appearing after saving exams when claim reviews had already been completed.
Restricted Access
- It is now possible to retrospectively restrict user access to Letters https://docs.gensolve.com/help/gpm_nz/desktop/Knowledge_Base/Letters_and_Templates/Restrict_User_Access_to_Letters.htm
- There is now an override setting on a User to allow them to access restricted notes, letters, and uploads. (Contact the Support team to enable this feature if required for any users)
Administration
- New fields have been added to a Provider(Clinician): a tickbox to specify if they are a contractor and a free text box for an External Reference. Both fields are available as Letter Template merge fields <<ProviderIsContractor>> <<ProviderExternalRef>>, and have been added to the Clinician API endpoints
- Resolved the issue where the paid amount of a service charge was showing incorrectly when bulk updating service charges
- When importing an ACC schedule remittance, $0 value items will now be marked as paid by default
Appointment Reminders
- You can now set the Provider Phone, Provider Mobile, and Provider Email in SMS Templates for Appointment Reminder, Client Appointment, and Telehealth Appointment Reminders
- You can now configure a Contract Charge Type to not send an Appointment Reminder when used on an appointment
Other Features and Fixes
- When adding Outcome measures to a Condition, Condition Exam or Contract Exam, you can now enter the Global Rate of Change (GRoC) values in a specific section on the Outcomes form
- Resolved the issue when emailing bulk invoices, the claim number tag was not being merged correctly
- Fixed the issue where the suggested 12-week expiry date for ACC Acupuncture conditions was including cancelled appointments
- Fixed the issue when deleting Schedules stuck in the Outbox (only done if ACC has not received them) resulting in an error
- Resolved the issue where ACC32s were showing multiple times when they were linked to multiple Healthlink messages in the ACC32/18 & Misc Billing tab
- Fixed the issue where the expand text button was not working on Custom Forms text fields
- Made a change to cater for the cross over appointment counts for Insured conditions under Allied Health contracts
- Resolved the issue of not being able to delete Conditions or Contracts if related Custom Forms have been uploaded
- The setting for Healthlink Messaging is now under Vendor>>Other Settings>>Enable Secure Messaging tick-box
- Resolved the issue where Radio Button and Combo Box Custom fields caused an error when saving a Custom Online Form.
- For consistency, in the User Access role changed the name of the report previously shown as "Client Condition Appointments" to "Condition Appointments Counts" to match the reports list
- Resolved the issue where deleted Custom Fields linked to Insurer Schedules caused an error when viewing the Invoice.
- When creating a Commission between Sites for items in insurer schedules, the items site is applied rather than the Schedule's site.
- The Options Menu item "Only Show Current Site's Appointments" has been updated to "Hide Providers Not Working at this Site" to better describe the functionality.
- Resolved the issue when unable to create a Letter for a Client, where more than 1000 custom fields have been configured.
- An error that occurred when showing a Clinic Phone on Exam Type custom forms has been fixed
- You can now export the Client Appointment Service Charge Detail report to Excel, and create your own custom exports, which also include the Client First Name, Known As Name, Client Id, Provider Id, and Site Id