144, 145, 146 - August 28, 2022 Update | 4th Dimension EMR Help Center

At 4D EMR, we mean it when we say that we are client-feedback driven! Version 146 is a gargantuan release that is stuffed full of client-requested features. I highly recommend reading through the full list of changes included at the bottom of this email. There are so many new features I can't mention them all here!

Some notable highlights include:

Ability to Prepare chart note drafts for future appointments
Linking multiple 360 Payment Merchant accounts
Adding a Photo Consent filter to the Patient Export report
Hide unneeded quote versions
Specify a custom quote date when creating quotes
Displaying the appointment type and subtype on appointments
Customize the appointment color opacity on appointments
Ability to edit CPT favorites on a per-patient basis when adding them to an invoice

If you have any ideas for future improvements to 4D EMR, you can submit them through Feature Upvote. Feature Upvote allows you to submit new requests, vote on changes you would like to see, and view the status of existing suggestions. Access Feature UpVote here: https://4demr-requests.featureupvote.com/.

A complete list of all new features, improvements, and bug fixes included in Release 146 can be found below. For more information regarding any of these changes, please contact 4D EMR support by emailing support@4d-emr.com or calling 844-878-2434.

Thank you all for being our partners!
Regards,
Rhyesa

Release Highlights

Preparing Chart Note Drafts for Future Appointments

By popular demand, it is now possible to prepare chart note drafts for future appointments. This feature will allow you to right-click on a future appointment and select Write Note. All chart note features, such as the Physical Exam Wizard, templates, blurbs, and drawings, are available.

Chart notes for future appointments cannot be signed until the day of the appointment.

Patient Export: Photo Consent Filter Options

The Patient Export report found in Practice > Reports > Marketing has been updated to include a Photo Consent filter. This filter can be used to generate a list of patients who have provided photo consent.

New Quote Features

Hide or Show Quote Versions

When saving a new version of a quote you can now hide the original version by clicking on the new Save and Hide Original button. Hiding a quote version will remove the version from the default version list.

Hiding accidental or unneeded versions will help keep the quote version list limited to versions that the patient may potentially move forward with.

The Quote Versions list has been updated to include a filter hidden quote versions. Quote versions can be made visible or hidden by toggling the eye icon.

The currently active quote cannot be hidden.

Set the Quote Date

When creating a new quote, the quote date can now be manually set. This date will default to the current date but can be backdated up to a year in the past or predated up to a month into the future. This allows your office to correct existing quotes or prepare for future consults.

Quote Subtotal After Supplies

A new option to display a subtotal after supplies has been added to the Quotes template. This subtotal will include procedures, supplies, and any consultation credits.

This setting can be enabled by going to Practice > Settings > Quotes > Templates, scrolling down to Itemized Sections and checking the "Show Subtotal After Supplies" box. Both the procedure subtotal and the subtotal after supplies options can be enabled at the same time. However, both subtotals are disabled if the option to only show the total price is enabled.

New Scheduler Features and Settings

Updated Appointment Status Indicator

Based on client feedback, we have updated the Chart Note status indicators displayed on appointments. The new indicators utilize thinner stripes to reduce visual clutter on the schedule.

Red stripes—Indicates that a Seen appointment (green status bar) or Checked Out appointment (white status bar) does not have a signed chart note
Grey stripes—Indicates that the appointment has a chart note waiting for co-signature

Once the chart note has been signed by the provider, the stripes will be removed.

Display Type and Subtype on Appointment

The appointment type and subtype can now be prominently displayed at the top of appointments above the patient name. This setting can be enabled by going to Practice > Settings > Schedule > Scheduler Settings and checking the box to 'Show Appointment Type.'

Appointment Color Opacity

The opacity of appointments can now be customized, allowing for scheduler templates to be seen through appointments. The opacity of appointments can be changed by going to Practice > Settings > Scheduler > Scheduler Settings and changing the dropdown for Appointment Color Opacity.

The default opacity of appointments is 70%. The image above is using the lowest opacity option of 30%.

Shortcut to Quotes Added to Right Click Menu

A new shortcut to Quotes has been added to the Patient menu when right-clicking on appointments.

Hide Overflow Space

The schedule can now be configured to hide the overflow space to the right of the appointments. Enabling this setting will remove the small space to the right of appointments, allowing the appointment to fill the entire column.

The "Hide Overflow Space" option can be enabled by going to Practice > Settings > Schedule > Schedule Settings and checking the "Hide Overflow Space" checkbox.

When the "Hide Overflow Space" option is enabled, a new right-click option to schedule a new appointment is added to the appointment menu. This will allow you to book another appointment at the same time as a scheduled appointment.

Editing CPT Favorites when Adding to Invoice

The invoice has been updated to allow editing CPT favorites on a per-patient basis when adding them to an invoice by clicking the Edit icon. The same CPT code can be added to the CPT Favorites list multiple times with different ICD-10, modifiers, or prices..

CPT favorites can be created by clicking the Add to Favorites button from the charge entry page or by going to Practice > Admin > Doctors and Staff > the blue shield icon visible when hovering over a provider.

Complete List of Version Changes

Improvements and New Features

S4M-7432 [Billing] Allow multiple 360 Payment Merchant ID accounts
S4M-7408 [Charting] Add author column on drafts page
S4M-7378 [Charting] Add option to default Draft and CoSignature pages to "All Patients" even if a patient is selected
S4M-7396 [Charting] Allow the preparation of Chart Note drafts for future appointments
S4M-5481 [Financials] Print/Email receipts from Refund page
S4M-6702 [Financials] Display receipt notes on the financial transaction log
S4M-7386 [Implants] Add implant style # to Implant List page
S4M-7504 [Money] Update text on prepaid packages to read "Purchased" instead of "Paid"
S4M-7385 [Notification] Add a 2-week post-appointment notification option
S4M-7409 [Nourish] Deleted leads in nourish can be recovered
S4M-7294 [Quotes] Allow hiding of quote versions
S4M-7444 [Quotes] Add ability to set the quote date when editing quotes
S4M-7442 [Quotes] Add Expired Option to Open Quotes Report
S4M-7498 [Quotes] Option to display subtotal of procedures, supplies, and consultation credit
S4M-7389 [Reports] Add Patient ID number to daily close report
S4M-7390 [Reports] Add Report Tag as sortable column to Earned Income Report
S4M-7434 [Reports] Add filter to Patient Appointment History report to show all, past, or future appointments
S4M-7431 [Reports] Add option for Patients Buy Products and Patients Buying Services reports to include items consumed from packages
S4M-7463 [Reports] Add photo consent filter to Patient Export report
S4M-7501 [Reports] Add Billing Line Notes to Transaction report
S4M-7362 [Schedule] Add option to display appointment type and subtype above patient name on appointments
S4M-7380 [Schedule] Add "(pvt)" to calendar name when displaying a private calendar in app and on reports
S4M-7518 [Schedule] Option to hide overflow space in schedule
S4M-7377 [Schedule] Allow appointment opacity to be customized
S4M-7467 [Schedule] Add Patient > Go to Quotes menu option for patient appointments
S4M-7503 [Schedule] Add the word "Online" to requested online scheduled appointments
S4M-7383 [Schedule] Updated Chart Note Status indicators on appointment
S4M-7391 [Talk] Make text message composing textbox larger
S4M-5858 [TEPE] Include all Forms in the Consents section

Insurance billing

S4M-7265 Allow modification of CPT favorites when adding to invoice

Bug Fixes

S4M-7311 [Charting] Surface Pro Stylus not working on drawings
S4M-7392 [Charting] Duplicate Signature Appears When Editing OpenXml Chart Note
S4M-7430 [Charting] Able to click out of some parts of Charting Wizard without saving
S4M-7555 [Fertility] In the Fertility Health Information Form some parts of the text are cut off
S4M-7384 [Implants] Implant Logs not visible
S4M-7433 [Mobile] Strange behaviour when trying to select items to use from bought package
S4M-6534 [Money] Gift Cards can be saved without a name
S4M-7457 [Notifications] "Only if Unconfirmed" preventing some notifications from sending
S4M-7233 [Patients] "Detailed Family Medical Conditions" has duplicated records after merging patients
S4M-7354 [Patients] Errors getting the recent patient list
S4M-7545 [Patients] Address AutoFill does not always work
S4M-7472 [Photos] Cannot view more than one photo at a time
S4M-6468 [Procedures] Bulk price update option to round to nearest $10 not calculating correctly
S4M-7420 [Quotes] Price quote duration calculation is not correct
S4M-7446 [Quotes] Treat Package As Pre-Payment does not handle packages purchased before setting change
S4M-6320 [Reports] Private calendar appointments are always included in Schedule reports regardless of permissions
S4M-5117 [Reports] Purchase Log - Price includes discount
S4M-6512 [Schedule] Appointment history doesn't display the change of responsible provider