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CMP Weekly Release 0.1.5079

Care Management Platform (CMP)

Weekly Release

Build 0.1.5079  |  July 16th, 2020

This week’s Care Management Platform (CMP) updates continue to expand core application functionality and deliver on recent customer requests.

Teledentistry Appointments [BETA]

NOTE: This feature is limited to Beta customers. If you are interested in finding out more about this new functionality, please contact: jonathan.barton@csdental.com.

CMP now integrates with Microsoft TeamsTM, enabling you conduct live, teledentistry consults from your schedule. If your practice is already using Microsoft 365TM accounts as a business tool, then enrolling in Carestream Dental’s teledentistry solution provides a simple way to deliver teledentistry services. Once configured, you can begin creating online meetings as part of the appointment booking process.

When creating an appointment, click the new ‘Teledentistry’ checkbox in the Appointment Card to designate the appointment as a teledentistry encounter. After you define the appointment details and schedule the Teledentistry appointment, you will be prompted to log into or confirm your Office 365TM account. Once access is verified, an online meeting is created, and an email invitation with the relevant appointment details is sent to the patient.

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Appointments that have associated online meetings are clearly marked on the Schedule DayView with special visual indicators. When it is time for the appointment, use your audio/visual device and click on the ‘Start Online Meeting’ link in the Appointment Tile popover or Appointment Card. The meeting is launched automatically, and you are ready to consult with your patient. NOTE: If the Microsoft TeamsTM application is not installed on your device, use the browser-based version of TeamsTM to conduct the meeting. Your patient does not have to own a Microsoft 365TM user license to join the meeting. By clicking the link in the email that was sent when the appointment was booked, your patient automatically joins the meeting as a guest. You will be notified that your patient is waiting in the virtual lobby and can admit him to start the consultation.

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This integration provides CMP practices with the necessary tools for delivering care to patients requiring remote consultations. We are excited to provide this new capability and look forward to feedback on how it supports your teledentistry workflows.

Patient Model Box Number

In response to requests from our orthodontic customers, the Patient Record now includes a ‘Model Box Number’ field. This enables you to easily link patient records in CMP to physical casts and model boxes maintained in your practice. 

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Once defined, the patient’s Model Box Number is accessible from the Patient Record and Patient Homepage, or from anywhere via the Patient Snapshot. You are free to change or remove the patient’s Model Box Number, but will be prompted to confirm this decision when saving these changes.

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You can also use the Model Box Number to search for patients in CMP, making it easy to match a poorly-labeled model box to its owner. It is also a variable in the Patient List reporting, enabling you to generate lists of all patients with (or without) associated model boxes. 

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We are happy to provide these requested enhancements to our orthodontic customers. We look forward to your feedback on what works well and what can be done to improve support for orthodontic workflows.

Current [Orthodontic] Treatment Status

An ‘Orthodontic Treatment Status’ field has also been added to the Patient Record, based on feedback from our orthodontic customers. This enables your practice to better categorize and report on patients, based on their current treatment status. 

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CMP comes pre-configured with a list of common orthodontic treatment statuses, which can be used to classify each patient. You can use the administration controls to mark an unneeded ortho treatment status as inactive [Administration Tab > Practice Settings > Ortho Treatment Status]. Possible enhancements include the ability to rename treatment statuses, create new treatment statuses, and automatically assign and/or update a patient’s ortho treatment status based on system events (e.g., initial appointment booking, contract activation, contract completion).

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Once defined, the patient’s current treatment status is visible in the Patient Record and Patient Homepage or from anywhere via the Patient Snapshot. Any time the patient’s ortho treatment status is updated, the date is recorded so that team members will know how long the patient has been in the current treatment status.

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The patient’s ortho treatment status is also a merge field in the Correspondence Templates, so it can be used in patient correspondence. Additionally, ortho treatment status is a variable in the Patient List reporting, enabling you to generate lists of patients of a particular treatment status (e.g., ‘Consultation’, ‘Observation’, or ‘Pending’) to target correspondence or marketing efforts.

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We hope that this new functionality improves your ability to classify your base of orthodontic patients. We look forward to your feedback on any additional enhancements we can make in support of your patient management workflows.

Orthodontic Claim Workflow Enhancements

Several enhancements have also been implemented for the initial contract activation and claim generation workflow, making it clearer and more flexible for our orthodontic customers. Whenever a new ortho contract is activated, you are now provided with a notification that an initial insurance claim has been generated and may require additional information to submit the claims to the clearinghouse. Additional enhancements are planned to further improve this process of getting the initial contract claim submitted.

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Additionally, you can now generate the initial contract claim even after contract activation, enabling you to handle cases in which patient insurance policy information has not been verified or entered when the contract was activated. As with all posted charges that are billable procedures (e.g., linked to CDT codes) but have not yet been claimed to insurance, users can review these charges and create new claims. The insurance claim can be generated directly via the Patient Ledger or via the location’s Unbilled Procedures worklist [Location Tab > To Do > Unbilled Procedures] by selecting the associated initial contract charge and clicking ‘Create’.

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Finally, the initial transactions posted to the Patient Ledger following contract activation, such as the initial contract charge, the contract’s discount, and any contract downpayment, now display the full transaction details. This allows claims to be created (or accessed) or adjustments to be posted, where applicable.

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We hope that these enhancements better support the contract activation and associated insurance claim generation workflows for our orthodontic CMP customers. We look forward to your feedback on what works well and what else can be done to improve support for orthodontic contract workflows.

Optimizations and Fixes

The following fixes and optimizations have been added to CMP this week.

  1. Enhanced the process of closing the Financial Daysheet, allowing for the asynchronous processing of the period’s transactions and freeing up the user to complete other work and receiving notification when the process is complete and reports are ready.
  2. Addressed an issue in which part of the Pre-Authorization Claim records were sometimes missing, leading to rejection by the clearinghouse upon submission.
  3. Fixed a defect in which the image type codes were sometimes not available when using the electronic claims attachments service to attach images to the claim record prior to submission.
  4. Resolved an issue in which images were sometimes not displaying / available in CMP following acquisition. Note: Customers should re-install the imaging bridge on each acquisition computer [Patient Tab > Clinical > Images].
  5. Fixed a UI defect in which the RP address was sometimes not being displayed in the Patient Snapshot contact details for converted data records.
  6. Addressed a bug which would sometimes cause the Recare List to fail when specific conditions created backend errors.