Contact Management

• Referrers/Surgeons
  • Added HealthLink Provider Directory Search

Regular Tasks

• Clients
  • Client Insurance
    • Hospital Excess is recalculated when the Excess is applied to the IFC or Invoice
  • Client Status
    • On changing Status to Deceased, checks are removed from SMS OK and Email OK
  • Client Transactions
    • Ensured that on entering the item code DISC% with the % in QTY, the discounted amount is calculated and deducted from the total invoice. This is functional for ADD%FRE, ADD%GST, ADMIN%FRE and ADMIN%GST
• Reminders/Recalls
  • If status is failed, new right-click menu to Resend
  • New right-click menu to Go to Clinical
  • New columns
    • Previous Appointment
    • Next Appointment

Utilities

• Lookups - Communications
  • Communication Type and Communication Status includes an Active column to make not Active if no longer used