EndoVision 19.0

Transferring Multiple Lines From the Ledger to Insurance

You can now select multiple lines on the Ledger tab (for a single date of service) and transfer them all simultaneously to the patient or to the insurance.

New Installer

EndoVision 19.0 includes a new software installer/updater.

New eTrans Application Programming Interface (API)

EndoVision 19.0 includes a new eTrans API for medical and dental claims that third-party developers can use.

EndoVision 19.1 Features - Available Now

Insurance

• Improved Bulk Insurance Payment Processing - A new Bulk Insurance Payments options was added to the Utilities menu. When you click this option, a new Bulk Insurance Payments window provides an easier way for you to process bulk insurance payments from payors.
• You Can Add Pre-authorizations to All Selected Lines of a Treatment Plan - You can now add pre-authorization information to all lines of a patient’s treatment plan on the Patient Information Center’s Treatment Plans tab (instead of having to update this information one line at a time.)
• New Pre-authorization Box in Resubmit Procedure Dialog Box - A new Pre-authorization box was added to the bottom of the Resubmit Procedure dialog box to simplify the process of adding pre-authorizations. When you type a number in this box and resubmit the claim, the new number is used as the per-authorization number on the claim and appears in the corresponding Pre-authorization box.
• A Warning Appears When Adding Duplicate Insurance Profile - When you add a new insurance profile on the General tab of the Edit Insurance Profile dialog box, after typing the Carrier and Employer information, EndoVision now checks to see if that data combination already exists in the database. If it does, a warning message and warning icon appear, and the OK button is disabled. If that carrier and employer do not exist in the database, the OK button is enabled, and you are allowed to proceed with creating a new insurance profile. This quick data check can prevent wasted time when entering new insurance profiles.
• Advanced Insurance Deductibles are More Visible and Easier to Use - Previously, you could only define and view advanced insurance deductibles (as defined on the Benefits and Limits tab of the Edit Insurance Profile dialog box) by clicking an Advanced button, making it difficult to access and see all the defined coverage exceptions. The new Benefits and Limits tab includes an Advanced checkbox which, when selected, displays all deductibles by category and all deductibles by code on the same Benefits and Limits tab for easy viewing.
• Create a New Insurance Profile From an Existing Profile - You can now create a new insurance profile using an existing insurance profile as a starting point, so you don’t have to retype duplicate information, such as employer, group number, and so forth.
• Insurance Profile Exceptions are More Visible and Easier to Use - Previously, you could only define and view insurance coverage exceptions for specific codes (as defined on the Estimates Percents tab of the Edit Insurance Profile dialog box) by clicking an Exception button next to each category, making it difficult to access and see all the defined coverage exceptions. The new Estimates - Percents tab displays all exceptions in a scrollable list.
• Changes to the Combine Insurance Plans Dialog Box Make it Easier to Combine Plans - When combining insurance plans, you can now filter which results appear in the list and select from the results list which plans get combined. A new confirmation window also makes it easier to review and confirm changes before making them.

Miscellaneous

• Appointments Now Show Adjusted Treatment Plan Estimates - The Amount box in the Edit Appointment dialog box, which shows the total amount owed for the visit, now reflects any adjustments applied in the treatment plan (instead of showing the unadjusted entire treatment plan total).
• Verifying Users at Login - When you type a user name in the EndoVision log in dialog box, EndoVision now quickly verifies that the user account exists and displays a confirmation icon before you click OK to proceed with the login.
• Receipts Print All Transactions that were Posted That Day - Patient receipts that you print from EndoVision now include all the patient transactions that were posted on that day. • New Contact Tracing Utility - A new utility allows you to facilitate patient contact tracing for Covid-19 (and other communicable diseases).
• New Payment Tracer Utility Replaces the Former Check Tracer Utility - The Check Tracer Utility has been renamed to Payment Tracer Utility (on the Utilities menu and in the title bar). The new utility includes similar functionality as the former utility and also allows you to search for payments by specifying a payment amount range.
• EHR Review Allows Access to Narratives Without EHR Being Enabled - The EHR button in the EHR Case Review window (used to open EHR narratives for that patient) is now enabled and visible as long as EHR narratives are enabled in the system/demo mode. (Previously, this button did not appear and could not be clicked to view narratives if EHR was not enabled, even if narratives were enabled.

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EndoVision 18.0

Patient Information Center Update

In version 18 we gave the Patient Information Center a brand new look and feel. The more modern experience simplifies the navigation in this area of the software and reduces clicks.

New Preferences Option Added to Turn Header Colors On

You now have the ability to set whether you would like to have certain headers in color or not. This customized option makes it easier to locate certain sections by giving you the ability to decide which option you prefer.

Patients Can Now View the Treatment Plan Case before Signing

Patients can now view the Treatment Plan case before signing in the signature window. This feature was added to improve the patient experience and facilitate your case acceptance.

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EndoVision 17.0

Streamlined Data Entry

• EHR Case Templates—Create ready-to-use templates that allow you to quickly and easily enter data. By specifying default values in the templates, the data is automatically entered into the EHR.

View it Your Way

• Hide and Rename Tabs—Customize the EHR to show only the tabs your office uses, and rename those tabs to match the nomenclature used in your practice.
• Move EHR Narrative Edit Pane—A new preference allows you to specify whether you want the EHR Narrative Edit Pane to appear on the left or right side of the Edit window.
• Consolidated History—We’ve combined PMHx, PSHx and PFHx into a single tab called History. Now you can add surveys or histories in four categories in this tab: Family History, Medical History, Social History and Surgical History. We’ve also placed Add, Delete, Edit, Form and Update buttons at the bottom to make it more efficient to change information in this tab.

Count Pre-Registration Patients

• Improved Referrer Reports—Several referrer reports, such as Financials-Simple Report, will automatically include pre-registration patients in the total patient count. In addition, we’ve added a new option to the Referred Patients dialog box: By selecting Include Pre-Reg Patients, pre-registration patients will be added to the list of referred patients but will be designated separately with blue text.

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EndoVision 16.0

UserVoice Top Two Requests

Your input counts, so make sure to log on to UserVoice with your suggestions or simply vote on enhancement requests posted by others.

Anesthesia in Insurance Profile

• An updated category for anesthesia in the Insurance Profile received over 100 votes on UserVoice. This change moves the category out of the Miscellaneous and Emergency section for easier access when setting up insurance profiles.

Customize Phone Fields

• Because tracking referrers and co-therapists differs by office, we received over 75 votes to make these phone fields customizable. By setting the header values for the phone fields, you can better track and communicate with those other doctors helping you provide care.

Fewer Clicks

With a robust software like EndoVision, adding features often adds clicks. We are taking steps, starting in version 16, to reduce the number of clicks required to access key features.

• The appointment book is now viewable on another screen – no more clicking back and forth, now you can leave the appointment book open and on a second screen all day.
• Progress notes icon on the appointment book – since the appointment book can stay open on a second screen, you can check if the progress note is locked with a quick glance.
• New EOB posting hover window – now hover on a non-green payment flag to view the reason for the notification, instead of opening the payment notifications.
• EHR Image Format button added to Narrative window – open the image format window with a single click.

Improved Workflow

After working with oral surgeons for over a decade, we have learned that no two practices are run exactly the same. However, making certain items accessible in specific areas in the EndoVision software can help all of our customers run their practices smoothly and improve the patient experience.

• DOB and gender added to pre-registration – add these items when pre-registering the patient instead of having to wait until they are registered, where they are often forgotten.
• Show overpayment on the ledger – a great feature for any office that has patients with a long list of procedures on their ledger; when this preference is selected, the specific line item that received the overpayment will be highlighted.
• Date range for submitting claims and an ‘All’ button to display all claims – this was a popular topic among the enhancement requests and helps improve the claim submission workflow.
• Redesigned Internal Messaging to add Instant Messages in addition to Mail Messages.

More Safeguards

There are a number of features in EndoVision that help you make fewer mistakes when entering data and provide more documentation when pursuing collections.

• Password verification – when creating or changing a password for employees’ user accounts, the verification field helps ensure that the intended password was entered.
• Multiple signature lines on the Treatment Plans – this enhancement allows four signatures on a treatment plan. Treatment plans with a patient, guarantor, doctor and office staff (witness) signature should help you to collect on delinquent patients.
• Save your work – the system will now auto-save in a number of areas within the software or provide new prompts to save.

For a full list of enhancements check the Resource Center

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EndoVision 15.2

Enhancements for the Administrative Team

• Expanded EHR pain grid
• Enhancements to treatment planning
• New reports
• Support for 837 insurance files

EndoVision 15.1

Enhancements for Clinical Tools

• Consolidated notes
• Progress notes by location
• New partner integrations
• Preference for showing diagnosis codes

EndoVision 15.0

Improved TruForms Integration

• Enhanced TruForms integration allows insurance information, allergies, medications and some medical history to be added directly into the EHR. In addition, the form is saved as a PDF in the documents for the preregistered patient. Using TruForms allows patients the flexibility of filling out the insurance and medical forms at home, and saves office staff time typically spent checking the patient in for treatment. The patient data is available immediately for the clinic staff to review in the EHR, without manual data entry. In addition, the form is saved as a PDF in the document center, eliminating the need to print paper forms in your office.

Windows 10 Support

• Take advantage of the Windows 10 operating system on your computers running EndoVision 15.

New Mortara Integration

• New Mortara Surveyor S12 and S19 vital signs monitor integration captures the vital signs data including CO2 and saves it in the patient’s EHR. The enhanced integration available with Mortara vital sign monitors allows data to be represented in data or graph formats. You can also save the waveform as a PDF.

ADA Claim Form Update

• This new preference allows you to bundle the anesthesia codes on the ADA insurance claim forms. It improves the speed and approval of claims with insurance companies that require anesthesia codes to be bundled.

Appointment Hover Window

• Quickly view appointment details simply by hovering the mouse over the patient name in the scheduler. This saves clicks and opening windows to see the detailed appointment information on the schedule.

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EndoVision 19 System Requirements

• Upgrading to SAP Sybase SQL Anywhere 17 is required if you are currently running a version prior to SAP Sybase SQL Anywhere 16.
• Upgrading to SAP Sybase SQL Anywhere 17 is highly recommended if you are running SAP Sybase SQL Anywhere 16.
• All other system requirements are in the PDF available for download.