Version 1.09

  • Treatment Coordinator Conversion Report - Add the ability to filter referrals that fall with in a selected range of presented dollars. This will allow analysis to see how a TC handles small to large cases.
  • Treatment Coordinator Conversion Report - Added columns to show % Accepted (Same Day) for volume and % Accepted (Same Day) for dollars. These new columns show the percentage that was accepted the same day treatment was presented.
  • Referral Cycle By Case Type Report - Changed the Present To Decision column to display the Present To Accept value. This allows for better insight into the average time from presentation to acceptance.
  • Inbound Referrals - Add the ability to filter search results by Task Profile (Yes or No), Case Type and/or Treatment Coordinator.
  • Inbound Referrals - Add the ability to sort by referral status.
  • Inbound Referrals - Add an optional patient email address field.
  • Task Profiles - Add Profile Type field to specify if the Task Profile is to be used with Referrals or Practices/Providers.
  • Partner Practices - incorporated the selection and progression of pre-defined Task Profiles. These Task Profiles can be used to automate the follow-up progression for various scenarios.
  • Partner Providers - incorporated the selection and progression of pre-defined Task Profiles. These Task Profiles can be used to automate the follow-up progression for various scenarios.
  • Outbound Referral Reports - Add the following reports to analyze outbound referrals: Outbound Volume By Time, Outbound Volume By Provider and Outbound Volume By Case Type.
  • Expense Reports - Add the following reports to analyze expenses: Expenses By Time, Expenses By Provider, Expenses By Practice and Expenses By Type.
  • All Reports - Added question mark help icon(s) that describe what date(s), statuses, etc. the report results are based on.

Video 1

Treatment Coordinator Conversion Report Update

Video 2

Referral Cycle By Time Update

Video 3

Inbound Referral Index and Input Screen Update

Video 4

Task Profiles for Providers and Practices

Video 5

Outbound and Expenditure Reporting