In this edition of Owl's Progress Notes, we have added the ability to display attendance on invoices and receipts, the ability to add video session links to reminder emails, made changes to were you can add prior authorization information, added the ability to edit payors from a list view, along with other bug fixes.
Displaying Attendance on Invoices and Receipts
You can toggle displaying the next appointment, client information, and attendance information by selecting the appropriate option under Display Options.
The ability to show attendance can also be toggled on clinic wide by going to Settings, Practice Details, and under the Financial Documents Tab, you will find the option under Show Attendance.
This can also be achieved on the client level by going to Clients, Contact & Clinical, select the Account Details Tab, then select Edit, and then toggle the option under the Display Attendance on Invoices & Receipts drop down menu.
Adding Video Links to Reminder Emails
Under Client Reminders you can toggle video session links when setting up reminder emails. You can find out more about setting up reminders here.
Adding Prior Authorization Information
Here you add the Prior Authorization Number, CPT Codes, as well as Valid From and Valid Until dates.
Payor List
You can now edit insurance payors in a list view. First go to Settings, then Insurance, and select the Payors tab. From here you can select an insurance payor and make changes by selecting the Actions button in the top right. You can also add payors by selecting the Add Payors button.
Unenrolling a Payor
To unenroll a payor, select the desired payors from the list view described above and select the Actions button in the top right and selecting Submit Unenrollment Request.
In the Unenroll Payor(s) menu, select Unenroll Payor(s). Note that additional steps may be required outside of the EHR to complete unenrollment.
