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1. We redesigned the Appointment Details window and now there is little to no scrolling and pop-up windows have been eliminated. Appointment Notes are at the top of the page. Appointment details are all aligned for easy access.  Add new patients in-line. Find Available appointment times in-line. Add Benefit Requests form the Appointment.
2. When creating a new appointment you can now use the Resource Calendar (at the bottom of the window) as an interactive tool to click on the time and set the time field in details.
3. You can now view both primary and secondary insurances from the Appointment details for a patient.
4. When scheduling a new appointment we added the ability to quickly select the immediate next available appointment based on the fields populated in the appointment window.
5. When scheduling an appointment you can now look up a patient using a smart search. Simply type the last or first name and the system will filter for results.
6. A new insurance for a patient can be added in an appointment with additional details. Now you can add a primary and secondary insurance, linked contacts, Plan Name and address information. This eliminates having to go to two different places in the program to enter patient details.

1. "Claim History" is now viewable on the Claim as an expandable field at the top of the form.
2. We changed the color of an information message in the insurance claim for box 33 from red to blue to make it less confusing.
3. We expanded column widths on the Claims Tracking Search dropdown lists (Status, Provider and Insurance) for easier viewing.
4. NEW! You can now perform multiple actions from an Open Claim such as Submit, Print or Send To.

5.    NEW! You can now view all invoices for Today and all Open invoices from the Home tab > Dashboard. Where can I Find a List of Open Invoices?

1. In all the "Lens Type" dropdowns in Uprise, the text "Flat-top Bifocal" has been changed to just be "Bifocal"
2. Uprise Inventory now has a "Receive" status in addition to "Adjustment"
3. The Patient Discount logic on an invoice has been adjusted to reflect discounts accurately. When a % Original or % Current Discount is applied for a patient, the dollar amount discounted is based on the Patient Responsibility only and not the Total Patient (which does not include the Copay when calculated.)
4. You can now change the Revenue Stream and Status for multiple lens products at a time so you can more quickly manage your SP Lens catalog. We've added a "Change Revenue Stream" and "Change Status" buttons to the Spectacle Lens Catalog.
5. We've added the ability to set the cost for Spectacle Lenses in the catalog to accurately report on profit margins.

6.    The "Import Rx" button and the "Convert Rx to Plus-Minus-Cylinder" buttons have been updated to display as text rather than symbols to make them more user friendly.

7.    NOW, pay multiple invoices at once from the Ledger using the "Pay Balance" button. Note, this functionality is available to invoices with a "Posted" status.

1. NEW! Any patients marked as "Test Patient" will be excluded from Uprise Reports.
2. NEW! The Patient Statement and Detail Reports are now alphabetized by patient last name.
3. Now, when an ERA/EOB has a negative payment, the day sheet report will factor in the negative payments.
4. You now have the ability to identify which patients are "Test Patients" in your Uprise Portal. Marking a Patient as a test patient will also exclude those patients from reports.

5.    Reports that are flattened vs. transactional are now identified by an asterisk (*) in the report list.

6.    The Received Inventory Report has been renamed to "Inventory Report."

1. After a claim is recreated and the original claim is deleted, the link to that original claim will no longer exist in the recreated claim column.
2. When adding a New Patient Insurance, the list of insurances is now alphabetized and inactive insurances do not display in the list.
3. You can no longer edit Box 32a and 33a so the boxes will be auto-populated as intended.
4. A bug was fixed that caused the list of modifiers on the Invoice to repeat the list multiple times in the dropdown.
5. There is a requirement in Uprise to have an Insurance plan named "None" for all payers.  This requirement has been locked down so a user cannot rename. Of course, new insurance plans can be added and updated at any time.  How to Add an Insurance Payer, Fee Schedule and CMS Defaults
6. The Qualifier Order for Boxes 14, 15 and 17 have been reorder to display the most frequently used qualifiers at the top.
7. The Submit Electronically option now displays (as intended) for all claims to payers that support EDI from Uprise.

1. If you immediately pay an invoice and it posts and pays in the same step, the next action displays the pop-up setup a new recall.
2. We fixed the "Convert to Patient" button to work as expected when converting a Contact to a Patient.
3. Now, only active Return Reasons display in the dropdown list on a Rx Order Return/Exchange.
4. When printing an Rx Order, the column width has been increased for Sphere so that the +/- sign will appear in-line with a 4 digit [xx.xx] value.
5. Import Rx validation now handles leap year (2/29) appropriately.
6. Now, only "Active" Appointment Types display in the Appointment Type list along the left margin of the Scheduler in Calendar mode.
7. We blocked the ability to free text in the delivery method when creating a new recall. Now users must choose from the dropdown of available options. This fixed a bug that caused an exception error.
8. We fixed a bug that prevented a Patient Credit Payment to be applied when the Patient Credit originated from a Balance Transfer.
9. When formula pricing is used for a frame, the fee will now always round to the nearest penny at a minimum in all cases.
10. We fixed an issue that (sometimes) occurred from the  Optical/Checkout tab that caused an error when paying an open invoice directly from the invoice window after the payment window closed and the invoice was refreshing.
11. The Recall tab on the Patient record will now refresh automatically.
12. The Ledger now auto-refreshes after an Rx Order is cancelled through the "Return/Exchange" button.
13. Validation on Rx Expiration dates when posting an Rx Order (of any type) now uses local time instead of UTC time.
14. The date that is auto-set when creating a new invoice now uses local time for the location instead of UTC time.
15. Contact Search for linked accounts within patient demographics and patient "Insured Party Contact" now returns both Contacts and Patients. Previously the search only returned individuals with Patient status.
16. We fixed a bug that caused the clock icon on 'Date/Time' in the appointment window moves upwards when rolled over.
17. We fixed the issue that prevented fully loading a Patient record when selected from the Recall tab.
18. We resolved the issue that combined the "Patient Responsibility" column and the "Co-Pay" instead of displaying them in separate columns.
19. We now accept user suffixes up to 10 characters (e.g. O.D., M.P.H)
20. We resolved an issue that prevented Resources to be set to inactive.
21. Clicking on a patient name from a recall search launches the patient's record and page loads properly without error.
22. On the Rx Order, if a user chooses to type the prescription expiration date the system does not auto-populate and uses the manual input date instead.
23. If a Custom Professional Service is created an "External ID" is now created so the EHR can pass the service code to Practice Management and the Invoice.
24. When entering a Communication Method for a patient, if contact information (e.g. phone, text, email) is entered, selection of the Method type becomes a required field.

1. Linked patient balances are now included in the email generated from the Patient Statement report.
2. We fixed a bug that stopped insurance check payments to not show in the Total Receipts Report and the Deposit Ticket Report If there was a negative payment line in the Claim.
3. To avoid confusion and an unexpected error message, you can no longer select the "Create Statement" button for a Patient Statement Report unless at least one patient is selected.