●Small balance write-off: Write off small balances based on age and/or amount saving time by eliminating the need for a manual small balance write-off process

●Canned notes: Assign codes for canned line item notes allowing notes to be entered in the note field with one keystroke

●Billing cycle exclusions: Exclude statements and/or collection letters from printing based on last payment date, last statement date, or last visit date

●Authorization tracking: Warn users that referrals and authorizations will be applied for bill

●Insurance display: Instantly access patients’ insurance information on insurance tabs in the Patient screen and the Apply Payment screen

●Default directories: Create default directories for custom reports, claims, statements, etc. to reduce browsing time when searching for documents

●Required patient fields: Define required patient fields to ensure pertinent information is captured before user is allowed to save new patient information

●Holds patient throughout transaction: Hold the current patient from screen to screen

●Multiple locations and place of service: Setup multiple fee schedules based on location or place of service, which saves significant time if a practice has multiple locations or physician specific fee schedules

●Billing number warning: Reduce data entry errors by automatically popping up a warning message if a billing number is out of sequence

●Hot keys for custom fields: Use a hotkey to go directly to billing and detail custom fields

●Medigap prompt: Post Medigap payments at claim level when posting individual insurance payments

●Account information readily available: View patient and insurance balances on appointment scheduling and patient registration screens, which allows the user to proactively manage patient receivables during appointment scheduling and patient check-in

●Fee schedule allowed and expected amounts: View allowed and expected amounts to ensure proper insurance payments

●Inactivate transaction codes: Inactivate transaction codes to ensure proper coding (codes may be used for reporting purposes only)

●Billing reconciliation report: Increase cash flow by generating a report to ensure a bill was created for all patients seen in the office

●Enhanced patient aging reports: Match payments against charges and sort by balance due to easily pinpoint the largest outstanding balance

●Pervasive Version 8: Install all Pervasive files at one time making them accessible to increase product speed and performance (in benchmark testing, reports ran approximately 40% faster than previous versions). In addition, it provides tools and utilities for enhanced customer support

●Audit Trail Report: Save time by searching on keywords and phrases

●New fields for custom reports: Add additional custom fields for enhanced custom reporting

●Patient Notes: Enter multiple notes per day into the Patient screen

●Wait List: Enter patients into a wait list to make it easy to fill open time slots

●Recall List: Create multiple recall appointments, which are displayed at the bottom of the Appointment Grid, and create recall appointments directly from a recall list

●Print labels for upcoming appointments: Print labels for reminder letters, postcards, etc. to minimize missed appointments

●Copy and paste multiple appointments: Save, cut, and paste multiple appointments

●Display appointments: View all of patient’s future and/or past appointments in one Appointment Grid