OMWin Manual: The printed user's manual does not contain advanced and more technical information. That material is contained in SOSTECH.PDF, an on-line manual that installs into the \SOS directory. You can access it through "My Computer" or Windows Explorer. This manual undergoes frequent revisions, which will be included with each new release.

For changes and fixes in releases prior to 2004.01, see HISTORY.TXT in your SOS folder.

This list contains the changes made between release 2002.05 and 2005.xx, in reverse order. That is the most recent version changes are followed by the versions prior to that.

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2005.02: Changes, Additions, and Fixes Since Release 2005.01

• CHANGE: The most significant difference between Release 2005.02 and prior releases is that this release contains new Crystal Reports XI runtime components, which replace the Crystal 8.5 components that have been used by SOS for the past several years. Interfacing with Crystal XI required a completely new reporting system. As a result, most users will find that reports take longer to appear on screen than previously, especially the first report you run after starting SOS. The next SOS release, 2006.01, should improve performance in this regard. The change of Crystal runtime components was required in order for all SOS modules to run on Windows Server 2003, Service Pack 1 and later.
• NEW: Additional password security option allows you to prevent a user from re-using the same password for up to 20 password changes.
• FIX: As reports were reviewed and tested with the new Crystal engine, various cosmetic and other issues were corrected.
• NEW: Added an option in DBTools to drop all indices and foreign keys before rebuilding for the rare case in which a user might want to recreate all of them. Normally only missing structures are created.
• FIX: When running certain utilities, the system checks to be sure that no other users are currently logged in. A small number of customers run more than one database (not to be confused with data set). In order for the logged-in user count to be accurate in these rare situations, it was necessary to restrict the count to just the current database.
  

• NEW:  To better support electronic claim production, there are now "ID Qualifier" fields for providers, suppliers, referral sources, and facilities. These qualifier fields are used to tell the receiving system what kind of ID you are sending. These fields may be safely ignored by users who are filing strictly on paper, but must be set on systems that are used to generate electronic claim files.
• NEW: If you have several insurance policies entered on a given account, you can now allow OM to select the "other" coverage for claims as it has in the past, force it to ignore other policies, or specify which policy should be cited on the claim as the other coverage. This new option appears on the first (Payor) tab of the policy form.
• NEW: Added button to print out a detailed list of database properties on the Help > Version Information, DB tab. May be helpful when working with SOS support techs.
• NEW: System checks and warns if you enter a Social Security number that is already registered in another account. An icon is displayed. Clicking the icon displayes the name(s) and account id(s) of the existing account(s) using that Social Security number.
• NEW: Added field on Provider form for National Provider Identifier (NPI) and support for the NPI in the claim generation procedure.
• NEW: Added field "Alternate ID" to the Patient form. You can use this field to store, for example, an ID assigned to this person by the state.
• NEW: You can now select the Active Patient List colors for display of accounts that are in collections. This option is on Setup > System Options, Patient tab.
• FIX: Entry format for the third phone number on the patient form was different than the first two phone numbers. Now they are all the same.
• CHANGE: Facilities report was updated to account for the Carrier-Specific Facility ID's that were recently added.
• NEW: Bold font version of the HCFA form (HCFA 1500 claims - bold font)  is now listed on the Bills/Claims > Create HCFA menu.
• CHANGE: The "Show All" option on the Ledger is now a "sticky" option. It will default to the setting that was last used.
• FIX: The option to start each patient ledger printout on a new page was not working reliably.
•  FIX: When recalculating aging in a database with multiple data sets, the aging data for other data sets was being reset to all zero's. The result was that only the data set that was just recalculated would have current aging data for aging reports.
• NEW: Added option on the Setup > System Options form to "Allow user to select claim setup on $0 charge entries." If this option is not set, the claim setup type will automatically be set to "None" if the amount of the fee is zero or if there is no insurance split.
• NEW: Added support for emdeon's electronic statements service.
• NEW: Added a warning/confirmation window when user attempts to delete a patient category that has been linked to one or more patients.
• FIX: Corrected situation in which a user's rights to access their default data set are removed. In this case, the default data set will now be cleared.

• CHANGE: Optimized performance of the Provider Activity by Rendering Provider report.
• FIX: If an SOS user had more than 49 data sets, the selection list for "Change Data Set" would not display all of them.
• FIX:  The claim batch generator would continue even if you selected the option to abort after display of a warning. In addition, a warning about missing or invalid supervisor tax ID was appearing even if no supervisor was specified.
• FIX: When running Provider Activity Reports, Crystal was displaying a redundant database login window.
  
• 
  
• NEW:  Added new system to permit creation of zero dollar insurance splits even if the charge amount is zero.
  
• FIX: The Facesheet report did not include the diagnosis if no transactions had yet been entered for the patient account.
• FIX: The previous balance for the Payor-Specific Details and All Payor Details types of Period Statement was frequently incorrect.
• NEW: If a user who does not have permission to view all patients attempts to generate statements, a warning message is now displayed stating that the billing run may be incomplete as a result.
• CHANGE: Removed the two line limit for descriptions in the MiniBill report format.
• CHANGE: If a discharge date has been entered for a patient, that patient will no longer appear in the Patients by Carrier report.
• FIX: First batch of Alternate Statements would print for data set 101, even if user was in a different data set.
• FIX: Changes to the billed dates on charge splits were not creating audit trail records unless something else in the split was also changed.

• FIX: Provider Activity Report by Rendering Provider. Credits Summary subreport was filtering out everything except transfers. It should have been the other way around.
• FIX: DBA Utilities tool in the Admin module. The Fix Corrupted Transfers tool was incorrectly handling a particular type of data corruption. Although the situation was very rare, running the utility could result in significant deletion of data.
• CHANGE: Patients by Carrier Report. Added a new column to display patient's date of birth.
• FIX: When calculating finance charges, system posted "Wrong number of values for insert" error.
• CHANGE: Patients by Referral Source. Added a patient count for each referral source.
  

• NEW: You can now add your own Cancel Status entries to the drop list. Open appt view, display pop-up menu, select Lookups > Cancel Status.
• FIX: Services marked with "Hide in list" option no longer appear in the pick list in the Appointment form in the Scheduler.

• FIX: Services marked "hide in list" were still appearing in the service selection list in scheduler.

• NEW: A new system option has been added that can be used to prevent progress note changes by anyone other than the person who originally entered the note.
• NEW: System checks and warns if you enter a Social Security number that is already registered in another account. An icon is displayed. Clicking the icon displayes the name(s) and account id(s) of the existing account(s) using that Social Security number.
• NEW: Progress Notes now have a User-Defined Field tab with 50 user-definable fields. Go to Setup > User-Defined Fields in CM to configure.
• NEW: Added field "Alternate ID" to the Patient form. You can use this field to store, for example, an ID assigned to this person by the state.

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2005.01: Changes, Additions, and Fixes Since Release 2004.02

• CHANGE: Sybase Adaptive Server Anywhere (SQL Anywhere) database engine included with SOS has been upgraded from the previous version 7.04 to version 9.02. The new database should perform better than the previous one, and includes improved utilities, such as a new interactive SQL query tool.
• CHANGE: Administration Module, User Form. Previously you could not change settings on a user's Scheduler tab (the tab on which you specify which providers can be seen by a user while using the Appointment Scheduler module) if that user were currently logged into any SOS program. That restriction has been removed. After making changes on that tab, use the new APPLY button to save the changes.
  
  
• CHANGE: Administration Module, User Form, Scheduler tab. Providers with the "Hide in list" option set in OMWin or CMWin  no longer appear in the list on this tab.
• NEW: DBTools Utility. On the Tools menu there is now an item to Register Performance Monitor, and another to unregister it. On Windows 2000, XP, and 2003 systems register the performance monitor extensions on your server or standalone system in order to monitor and examine a large number of metrics related to the database engine, database, and connections.

• NEW: Report of all current engine and database options (for support purposes).
• CHANGE: The database rebuild utility now automatically determines the location of the main database file and transaction log file, even if they are located on separate drives. The database will be rebuilt in the same location as the original one. The original log file will be renamed, and a new log will be created in the same location as the original.

• CHANGE: Modified the database procedure that updates the logout times in the log so that it will be accurate even if a user disconnects without properly logging out.
• FIX: The number of users already logged in was not accurate if multiple databases were running on a single instance of the database engine/server.
• NEW: (Relevant only for those running the database 24 hours/day) Added a command line utility that can be scheduled to run periodically to execute the database "cleanup" routines that normally fire when the database is shut down and restarted. This command line (DBTOOLS.EXE  /CU) should be run at a time when no users are likely to be connected.
• FIX: Corrected a problem that resulted in incorrect "maximum users" messages in certain types of rare installations.
• FIX: The "Check DBIntegrity" utility in the Admin Module's DBAUtils program had needlessly reset the update date and time of all affected table rows, even when a fix was only needed on selected rows. This issue was discovered in fixes for problems detected in steps 4, 6, 14, and 15 of the integrity check.
  

• FIX: Under certain conditions, the Login window would report that no more seats were available even when the licensed number of users were not all logged into the system.

• FIX: Corrected display of payor's telephone number on the Policy form.
• FIX: Account Balance Report, Detailed was printing total lines for suppressed patients, giving the impression of random extra total lines for the patients that were selected for printing.
• CHANGE (technical): Modified the access mode for the security tables, making them read-only. This change may improve performance for large installations in which several people are inputting data in the same forms simultaneously. These tables are read, but never modified, from within OM, so write access is unnecessary overhead.
• FIX: The user's rights to "see all patients" were not always retained when changing from one data set to another.
• FIX: HCFA paper claims. In certain circumstances the totals in blocks 28 and 29 could  include a doubled first digit. For example, the amount 1234 would print as 11234.
  
• FIX: Finance charge calculation was extremely slow in databases containing a large number of providers. Processing is now much more efficient, resulting in greatly improved performance.
• FIX: The feature that allowed the administrator to prevent users from seeing daysheet entries other than their own no longer worked in the 2004 releases. This feature now works as it should.
• CHANGE: The payroll calculation on the Provider Activity Report (both by Rendering and by Primary Provider) now prints regardless of your choice of detailed or summary formats, as it did in the older generation reports.
• FIX:  If the regular fee for a service matched the applicable carrier exception's "Max Allowable" value, and there was also an active crossover secondary policy, the system created the correct split for the primary and crossover policy, but also a split to the patient for the same amount as the crossover amount. If the charge were saved with the extra split, the fee for the charge would automatically recalculate for the sum of the splits. That amount would be too high, by the amount of the patient split. Example: Fee is $100, carrier exception for the primary insurer includes max allowable = $100, and plan pays = 80. When entering the charge, the system would create the following splits: Primary Ins: $80, Secondary Ins (crossover): $20, Patient: $20. The splits total $120, so the fee resets automatically from $100 to $120.
• FIX Provider Activity Reports (both Rendering and Primary versions) - The option to print Grand Totals only was not working.
  
• FIX: Provider Activity Report by Primary Provider was not applying the date selection if you selected the "by post date" option. Also, the summaries at the end of the report did not include the patients with no assigned Primary Provider. Finally, the percent value printed in the Payroll section was reformatted to display two decimal places. (0.09% now prints as 0.09% rather than as 0.0%.)
• FIX: Referral Sources report now prints the Carrier Specific Referral ID's.
  
  
• CHANGE: The "Show in Scheduler" checkbox has been removed from the Provider form. This function is handled by the global "Hide in List" function and the user-specific scheduler options in the Administration module.
• CHANGE: Unbilled Items reports (by Patient and by Payor). Previously the reports selected details based on the presence of a billed date. Now the reports will filter out paid items, even if they do not have a billed date. Only unpaid items lacking a billed date will be included in the report.
• FIX: Balance Report Detailed. Charge Balance and Unapplied columns were coming up blank for accounts that had no unapplied credits.
• CHANGE: Claim generation is now significantly faster, especially when claims are generated with a Sort Code selection.  (Requires indices and views to be rebuilt -- DBTools utility > Tools > Rebuild triggers, views...  then check the Rebuild indices and Rebuild views options and continue).
  
• FIX: There was a stray letter "P" under the page header in the Provider Activity Report by Rendering Provider. In both Rendering and Primary versions of the report  corrected truncation of the payroll method description text, changed the payroll multiplier printout from decimal to percent format to match the way it is entered in the configuration for each provider in OMWin, and improved the comment text for transfer credits, changing it from "<payor name>: ???" to "Transfer from: <payor name>".

• FIX: Patients by Carrier report was sometimes not printing Insurance Company headers, so it looked like patients were associated with the previous carrier. In addition, patients with inactive policies were still printing. Both problems have been fixed.
• FIX: The (ANSI 837/HIPAA) electronic claims formatter was not displaying the batch total amount correctly.
• FIX: In certain cases, specifically larger installations with multiple users entering transactions simultaneously, one user could end up blocking several others, who would not be able to continue work until the first user existed SOS completely. We believe that the problem was related to adds and updates to rows in a common control table. These operations have now been isolated so they are never left in the state that could block other users for more than a split second.
  
• FIX: Daysheet prints and print/posts are now much faster. (Requires indices and views to be rebuilt -- DBTools utility > Tools > Rebuild triggers, views...  then check the Rebuild indices and Rebuild views options and continue).
• CHANGE: Expanded the credit comment on the Rendering Provider Activity Report to include the code and date of the service to which the credit was applied.

• FIX: (MAPSS users only) The recent optimization of insurance generation prevented generation of claims for $0 encounters. That issue has been corrected without compromising the improved insurance generation performance.
• FIX: Payroll report would not run on some computers and used a total technique that will not be available in later versions of Crystal. Provider and Grand Totals were replaced with a more traditional type of total.
  
• FIX: Links to web site resources on the Help menu no longer worked with the new web site design.
  

• FIX: The warning about a daysheet containing transactions for more than one month sometimes displayed when it should not have.
  
• FIX: The recent fix for multi-user lockups included reworking some of the daysheet print/post procedure. A side effect was that only the first split of charges and credits was included on the daysheet printout and totals. (The same daysheet would subsequently print correctly from Accounting > Reprint Daysheet.) That issue has been fixed.

• FIX: Cleaned up cosmetics and sorting in Managed Care Expirations by Payor and Managed Care Expirations by Provider reports.
  
• FIX: Cleaned up some cosmetic issues in the Services List report.
• FIX: Under some circumstances the posted balances shown in the Balance Report - Summary  and Balance Report - Detailed would not be correct. The issue did not affect other A/R reports, such as the Aging reports.
• FIX: Under certain circumstances insurance batch generation would stall for a long time before continuing. The issue was most apparent on systems with very large databases. This problem has been located and corrected. In addition, additional optimization was added for batches based on selection by Sort Code. The end result is that insurance generation is now faster, in some cases dramatically so.
  
• NEW: Facesheet report now includes the third phone number and the email address.
• NEW: New version of Claim Summary - Detailed report. This one sorts the claim items by provider instead of by payor, with a page break between providers. Although included in the 6/23 patch, if you want to use the report, a Supervisor-level user must add it to the Bills/Claims > Create HCFA 1500 menu as follows:

1. Open the Bills/Claims > Create HCFA 1500 menu.
2. Press the <Insert> key or RIGHT click, then click ADD.
3. For "Report Description" enter Claim Summary - Detailed, by Provider
4. For "Command Line" enter CLAIMSUC.RPT
5. Click OK to save.

• FIX: It was not possible to do a refund for less than the entire amount of an unapplied credit.

• FIX:  When generating the Provider Activity Report by Rendering Provider, using the Sort Code selection option, the credit summary section did not include items that did not have a sort code entered directly on the credit entry form. When a sort code is not specified on the credit, each credit split should inherit the sort code of the charge entry to which it is applied. The report now reflects that rule.
• CHANGE: Added more Sybase documentation to the distribution files and improved the links to the documentation so that all relevant manuals and guides can be opened without having to open the ASA\Win32 folder to get to them.
• FIX: The "More Splits" function in the Credit form was modified so that if the operation results in payment being moved from one provider's charge to a different provider's charge, negative and positve splits will be created on the current date to properly re-assign the payment between the two providers.
• FIX: A significant issue was discovered with the "More Splits" when it was used in a specific scenario as follows: The user decides to use More Splits against a charge split that still has a partially open balance, and tells More Splits to transfer an amount that exceeds the remaining balance on the charge split. In this case, the result would be a pair of new credit splits, one positive and one negative, together equal to the amount of the credit, but with the negative credit being unapplied. On aging reports this situation would cause a postive amount to appear in the "Unapplied" column. In addition, the positive credit split would be in all cases the entire amount of the original balance on the credit split, so it would appear to be paid in full, even if it were not. (Note that because of the unapplied negative split, the account A/R remained accurate, even though the individual charge split balance was not.) This issue will only appear in organization that use More Splits against charge splits that still show a balance. If all possible transfers are done in the normal fashion first (thereby reducing the charge split balance to zero), More Splits worked as it should.
  
• FIX: Some dates in the Managed Care Authorization reports were being truncated. Adjusted the formatting so that now entire date appears.
• FIX: When changing a Claim Setup diagnosis in the Standard version of OM, a message appeared that is only relevant for Pro version users. That message only appears now if you are using the Pro version of the software.
• FIX: A certain configuration (patient copay set to zero, patient-payor set to 100%, two insurance policies, with the second set as crossover) would result in no automatic charge split creation if entering a charge for a non-insurance billable service with a default fee of zero.
• FIX: Corrected the SQL error that appeared if you clicked the TOTALS button  after displaying Payments for a private or insurance payor (Lookups >  Insurance Carriers/Plans, Payments button, then Totals button; or Lookups >  Private Payors, Payments button, then Totals button).
• CHANGE: Certain system-created credit entries are now filtered out of statements and mini-bills.
• FIX: The Refund Guide now copies the original credit's Sort Code to the charge entry and negative credit entry that it creates.
  
• FIX: The patient section totals in the Outstanding Charges by Patient report were just showing the amount of the first item in the group instead of  tallying the sum of the items.
• FIX: Charge entries created by the Refund Guide should have been locked (not changeable by user) but were not.
• CHANGE: Eliminated the Authorization Warning that appeared when running the Transaction Guide > "Payment by a previously recorded check."
• CHANGE: Finance Charge entries had been assigned a Place of Service "NON" but now will be assigned "11".
  
• FIX: The "last billed" date stored in the database for each payor is now updated whenever the date on an individual split for the payor is updated.

• CHANGE: Eliminated unnecessary recalculation of balances when changes to charge splits are such that they would not affect the balance anyway. This change should further speed up large batch operations such as statement and claim generation.
• FIX: The Unbilled Items report now filters out items with service codes that are not insurance-billable, or that have the CSU type set to NONE.
  
• FIX: The recent addition of Carrier-Specific Referral Source ID's had required you to save a new referral source before adding a Carrier-Specific ID in order to avoid an error message.
• FIX: If a charge in a ledger had a system-created charge split with an amount between $36.00 and $36.99, the OK button was disabled.

• FIX: If you tried to set up "adjusted/discounted fees" while entering a new account, they would not be saved when you saved the new patient account. You had to first enter and save the patient information, then go back in to set up the discount. You can now enter everything without losing the discount configuration.
• CHANGE: The claim batch generation option Do not include other coverage info (box 9) on claims is now "sticky" and saved between runs. That is, the option will default to whatever setting you last used.
• FIX: There were certain unconventional configurations that could result in a zero charge split to a primary Medicare and the entire fee split to a secondary crossover payor. The software will no longer create a secondary crossover split if no amount is split to the primary insurance.

• FIX: The heading of the Collections by Payor report was not displaying the user's actual selection. For example, if a user ran the report for "All Payors" the subtitle would indicate "Insurance Payors" instead.
  
• CHANGE: Made some internal changes to the organization of the OM components. This may provide for greater application stability for some users.
  
• CHANGE: The Ledger by Charge view now hides all zero dollar charges.
  
• CHANGE/FIX: The Provider Activity Report by Primary Provider was not tracing credits back to the original charges to determine Sort Code. Therefore, if no Sort Code were entered on the Credit itself, the entry would not be included in any reports filtered by Sort Code. This fix requires that the report detail each credit split, instead of just one detail line for each credit. The report is therefore longer now. (The Rendering Provider version of the report already detailed at this credit split level and was therefore unaffected by this change.)
  
• FIX:  The "Detailed Payments by Insurance Carrier" was including data for the entire database instead of just the current data set.
  
• FIX:  Corrected a problem with the More Splits feature on the credit form that could produce bad splits, such as negative unapplied's.
  
• FIX: Open Item Statement (Alternate Statement) was very slow when using a patient category selection. Several changes were made to greatly improve performance of this report when selecting small statement batches. In addition, if the statement exceeded one page, the break was not executing correctly.
  
• FIX: The deposit amount on the Daysheet could be incorrect if credit entries had more than one credit split.
  
• CHANGE: The "By Charge" view of the ledger has been changed from a tab at the top of the Ledger window to a button on the right side. This change provides a larger By Charge view, plus a major improvement in performance on some systems. IMPORTANT: After installing the patch, you must start the DBTools Utility and rebuild Views. Start > Programs > SOS Applications > DBTools, then select Tools >  Rebuild Triggers, Views, Procedures, Functions, and Indices. Check the box next to Rebuild Views and click Continue. If you are running SOS on a network, this procedure only has to be done from one computer.

• NEW: New paper Medicare format (RINSMCR4.EXE) is now available. This version changes the way block 11c is completed.
• FIX: Provider Activity Report by Primary Provider. The detail section totals did not print when Summary option was selected. Also corrected the Grand Total Payments. It had been including adjustment amounts.
• NEW: New version (RINSBOLD.EXE) of the standard HCFA paper claims generator that prints the claim in bold font. For use with printers that produce inadequate output using the normal font.
• FIX: Patients by Carrier report was not selecting by provider if that option was used.
• NEW: Added system option (Setups > System Options, Transactions) that permits user to select a claim setup type on charge entries even if the charge amount is zero.
• FIX: Balance Report - Detailed. Credit balances (balances < 0 ) were not being properly filtered in the Outstanding Balance Total.
• FIX: Balance Report - Summary. Credit balances (balances < 0 ) were not being properly filtered in the Outstanding Balance Total.
• FIX: User-specific patient lists. The user who adds a new patient account should automatically be granted access to that account. Users with restricted patient list access were reporting that they would not be able to see patients they had just added to the system.
• FIX: Collections By Payor Report. Output was not filtered correctly if user selected  the option "Patients and Other Payors".
• FIX: Detailed Payments by Insurance Carrier Report. Payments applied to transfer splits were being omitted from the report.
• NEW: Added option to display zero dollar charges in the Ledger by Charge window.
• CHANGE: If a user has not specified a default data set for OM, the software will automatically select the first (lowest data set number) to which the user has been granted access, excluding the sample data.
• NEW: The Open Item Statement format now will print the appropriate dunning message if dunning messages are turned on in the patient payor for the account.
  

• CHANGE: Added an APPLY button to the Scheduler tab of the User form in the Admin module. You can use that button to update the "visible" providers for a user, even if that user is currently logged in. Previously you had to wait until the user had logged out before you could make that change.
• CHANGE: Previously, a user would be able to see a provider in the scheduler based on an interaction of three settings. These have now been simplified.:

1. If the "Hide in List" option is set for a provider (Lookups > Providers), that provider will not appear in the scheduler for ANY user.

2. On the Scheduler tab of the Provider form (Lookups > Providers in both OM and CM) there is a field "Provider code used in Appointment Scheduler". Unless a provider code appears in that field for at least one of your providers, it will not appear in the Appointment Scheduler for ANY user.

3. Assuming that both of the above are set to permit the provider to appear in the scheduler, a particular user will be able to see the provider, only if that provider is highlighted on that user's Scheduler tab in the Admin Module > Users & Passwords section.

• NEW: When you check "Hide in List" for a provider (Lookups > Providers), the system will check to see if there are any future appointments scheduled for that provider. If there are, a warning message will appear.
• FIX: The Resource Usage and Resource Utilization reports were coming up blank.


• FIX: Queries for "open" appointment times in the scheduler sometimes showed times that were not open.
• FIX: Queries for "open" appointments were not reliably recording the desired open status when they were saved for future use.
  
• CHANGE: Appointment types can now have default durations of up to 12 hours.
• FIX:  Resource Schedule report now sorts the appointments in date and time order.

• FIX: Security settings for the Provider Templates window were being ignored.
  

• FIX: It was not possible to scroll down in the Provider Templates List window. All normal scrolling methods now work as you would expect.
  

• CHANGE: The Daily Provider Log report now prints the entire appointment memo. Previously it printed only the first 5 lines.
  
• FIX: There was no vertical scroll bar on the "Blocks" tab of the provider template list.
• FIX: Invalid color selections for appointment types, such as the same color for both foreground and background colors -- effectively making such appointments "invisible" is not trapped and automatically reset to a visible color combination. In addition, the preview of the selected colors now appears immediately upon color selection. In the past you had to close and re-open the Appointment Type form to see the change.

• FIX: Clinical Status Report was duplicating report sections. Also corrected problems with the intake date selection filtering for this report, and the option to suppress the print date.

• FIX: Corrected page break anomaly in the Intake Summary.

• FIX: In certain situations, opening a previously entered progress note to view it, then clicking OK instead of cancelling could result in loss of the note's text.
  

• CHANGE: Added a message to notify the user if the program has to restore progress note data automatically during the update of a note. See fix in previous patch.
  

============================================================

2004.02: Changes, Additions, and Fixes Since Release 2004.01

• NEW: Record Properties Button. Most forms now include a small "?" button in the upper right corner.  Moving the mouse pointer over that button or clicking that button displays the current item's primary key value (unique record number), the ID of the user who added the item originally, the date and time the item was added, the ID of the user who most recently modified the item, and the date and time the item was most recently modified.
• NEW: Reports in the Admin Module menu now include:
  Deletions Log
  User Security Settings
  User Activity Report
  Security Settings for Windows and Controls
• FIX: Administration Module - Data sets were appearing multiple times in the User form, Access tab, data set drop list.
• FIX: Corrected a problem with the File > Load Licenses utility in DBTools.
• CHANGE: License update utilities are no longer included in the Admin DBAUtils module. Use DBTools to update licensing information.
  

-----------OFFICE MANAGER ------------

• FIX: When adding a new charge, it was possible to link a charge split to a managed care authorization that had no sessions remaining.
• FIX: Once you print a minibill or instant claim, all further changes to items on those reports should be included in the transaction audit trail, but were not being recorded.
• FIX: Using an old shortcut rather than the new SOS Login shortcut to start Office Manager would result in the display of a "Select Data Source" window.
• FIX: It is no longer possible to add a new credit card type to the drop list without specifying a code for that card type.
• FIX: The description text for credits in the detail lines of the minibill were not correct.
• FIX: The body section of the Standard Statement was printing a little too high.
• FIX: The unbilled charges reports were running slowly or coming up blank.
• NEW: New index improves performance of the Open-Item (Alternate) Statement.
• NEW: New index improves performance of the insurance claim batch generator.
• NEW: Insurance filing ID's for referral  sources have been moved to a new "Carrier-Specific" tab on the Referral Sources form, much like the Carrier-Specific tab for Suppliers and Providers. You can now enter payor-specific ID's if needed. If no payor-specific referral source ID is entered on the Carrier-Specific tab, the default ID will be used.
  
• FIX: Voids, negative credits, and transfer credits no longer appear in the Move Payment Guide.
• FIX:  The locator field and highlight bar now behave as expected on the Payor lookup accessed on the Carrier-Specific ID form in Suppliers and Providers.
• FIX:  After using the Returned Check Guide to process a returned check that had been used for multiple credit entries, it was not possible to modify or delete any of the resulting daysheet entries except for the last one. The workaround was to exit the software and restart the database which would release the locks. The locks on all of the Guide-generated transactions are now released as soon as you complete the Guide.
• FIX:  The Active Patients by Primary Diagnosis report had come up blank if run for all diagnoses.
• FIX:  (Pro version) There was a potential problem with the recording of the most recent claim setup to be used as the default for the next service.
• FIX: If the user sets the CSU type of a charge entry to NONE, the system will no longer generate a claim, even if the service is insurance-billable and there is a split to a policy. Prior releases of 2004.xx would  print the claim anyway.
• FIX: The Provider Activity Reports should have included the column totals for charges, payments, and adjustments above the breakdown section when printed in Summary mode, but until now these totals had been omitted. Also added the reminder that the report won't be accurate unless the user printing it has access to all patients.
  
• FIX: Cleaned up the Credits by Posting Date report, improving cosmetics and changing total type to assure accuracy.
• FIX: Cleaned up the appearance of the header section of the Account Period Summary by Patient.
  

• NEW/FIX: The Credits Summary section of the Provider Activity Report (both Rendering and Primary Provider versions) sometimes categorized credit items incorrectly, though the totals were still correct. Both reports have now been completely re-created  as Crystal-based reports. This problem is corrected, the reports run faster, and you can now use the standard export functions and other features that are available in all the other SOS Crystal reports.
• FIX: The "Enter Adjustment" transaction guide was permitting the user to proceed without completing the required fields.
• NEW:  Pro version - If  you change a claim setup diagnosis that would result in claim rejections (mismatched line item and claim diagnoses), a warning now appears. You can choose to ignore the warning, restore the previous dx values, or return to the claim setup form. If you ignore the warning and change the dx, the program will create a text file in the SOS folder to log this action with the name "CSUnnnnn.TXT, where nnnnn is the internal number that identifies the claims setup that was changed.
• FIX: The "Undistributed Checks" list that appears during daysheet posting sometimes displayed duplicate data in the lower list box. Also cleaned up the display and changed the title bar from "Open Checks" to "Undistributed Checks".
• NEW: When you move a patient to Inactive, the system now checks to see if there are any future appointments for this patient in the scheduler and displays a warning if any are found.
• CHANGE: (Pro version) The Facesheet report will now print the diagnoses from the most recently used claim setup rather than the default.
  

-----------APPOINTMENT SCHEDULER ------------

• FIX: Could not set colors for new users.
• NEW:  Appointments for a Period report now includes an option to start each provider on a new page.
• FIX: The link on the Help menu to read the scheduler manual now launches Adobe Acrobat Reader correctly.

• NEW: Added an option on the Appointments for Period report to insert or suppress a page break between providers.

-----------CASE MANAGER ------------

• FIX: Corrected an interaction between the automatic spell checker and the Ctrl-S hotkey. The spell checker will now run only on the final save of the text in the Progress Note and other similar text entry fields.
• FIX: Eliminated redundant option to suppress the print date in the page footer in Progress Notes printout. The two options to do so conflicted with one another.
• FIX: The toolbar icon to launch the Scheduler now works.
• FIX: Progress notes are now sorted by start time as well as date (assuming that the start-time system option has been enabled, of course.)

• FIX: The new security features caused the counts to be incorrect in the Closed Patient Visits by Primary Diagnosis.... reports. Additional filtering has been added to correct those counts.

============================================================

2004.01: Changes, Additions, and Fixes Since Release 2002.05

============================================================

------------ALL PRODUCTS ------------

• CHANGE: The system will now prevent you from launching more than one instance of the same SOS application/module at the same time with the same ID. Users should switch from one running application to another using Alt-Tab or by clicking the appropriate button on the Windows task bar.
  
• NEW: Sybase components will be refreshed with newer ones (but nothing that requires a database version upgrade).
  
• NEW: Unused data sets may now be hidden in the File > Open Data Set list.
  
• CHANGES AND NEW FEATURES: In order to provide the security features included in the HIPAA Security Rules, the security system used in all SOS products have been significantly modified. In addition, all security functions and security-related maintenance utilities have been moved to a separate Administration module that may be accessed only by users who have been designated "Security Administrators". Complete documentation for these changes is included in the Administrator Guide, SOSADMIN.PDF, which can be found in the SOS folder and can be launched from the Programs > SOS Applications menu.
  

  *** Note that these advanced security features are entirely OPTIONAL! Small organizations may leave these features disabled, in which case, there are no restrictions placed on users once they have successfully logged into the system.
  

  Included in the new advanced security features:
  

  - Role based security replaces the previous hierarchical security. Each user may be assigned to one or more of 15 security groups, which you can configure for access to specified menu items, reports, windows, and window controls. Existing hierarchical security configurations are automatically converted to the new system in a way that mimics the previous setup.
  

  - Visibility of specific patients on screen and in reports may now be controlled on a per-user basis.
  

  - Password rules may now be activated that require passwords to be a minimum length (up to 40 characters), to contain a mix of letters and numbers or punctuation, and to be changed periodically.
  

  - You may now lock out user ID's after a set number of password failures.
  

  - You may enable logging of system logins, data deletion, user security changes, and user activity (who opened which windows when, for what action).
  

  - You may control which provider schedules each user is permitted to access in the SOS Appointment Scheduler module.
  

  - Only users who are members of at least one designated "Supervisor" group will be permitted to add or change entries in the Reports menus in any of the SOS products.
  

• CHANGE: In order to take advantage of the "patient list by user" security, all user-created Crystal Reports must now contain the following formula fields: pLicNum (numeric), pLicName (string), and pAccessNum (numeric). To enforce patient restrictions (see previous item) you must also add the table PTUSERS to the report, linked to PATIENTS with an INNER (EQUAL) JOIN between the PtNum fields in both tables. Add {PtUsers.UserNum} = {@pAccessNum} in your report Record Selection Formula. Finally, to enable the security feature, you must modify the menu item that runs the report and check the new option "Report includes all standard formulas..."
  

  -----------------------

  OFFICE MANAGER
  

  -----------------------
  

• NEW: Added a report in the Administration module that lists all windows and controls that have been modified from their default "no security" setting. This report makes it possible for the security administrator to review the security settings without having to click on every window and every control.
  
• FIX: The top row of the managed care authorizations list was not highlighted if the list contained more lines that fit in the window. The top line is now highlighted regardless of how many authorizations are in the list.
  
• NEW: A custom claim generation option, allowing the user to suppress creation of claims that do not include an authorization number, was contracted by a group of SOS users. This custom request could be implemented only by modifying the standard  program code.  It seemed to be a change that might well be valuable to other users, so it has been included in the software for all users. If you check the new claim batch creation option "Exclude unauthorized services in this batch", only charges for which there is an authorization containing an authorization number other than the word "PENDING" will be included in the claim batch. To generate batches just as you have in the past, simply leave the option unchecked, which is the default.
  
• FIX: If user set marital status in the Patient form to "Partner", it would display "Marital - Separated" in the Policy, HCFA (Top) tab, block 8. Now it displays "Marital - Partner".
  
• FIX: In installations with multiple data sets, if a user specified a particular provider for a claim batch, then switched to another data set, the provider from the other data set appeared as the default in the batch selection options. The provider is now cleared if it is not appropriate for the current data set.
  
• FIX: Unique insurance labels (report on Create HCFA menu) are now actually unique!
  
• NEW: You can now use more efficient "tagging" to create User-Defined Patient Lists for insurance batch creation.
  
• FIX: (Pro Version) UB 92 block 54 and 55 were not calculating correctly based on the options set for the carrier.
  
• CHANGE: When using the Reprint Claim Guide, you now have an option to set the signature date to either the original date or the current date.
  
• FIX: (Pro Version) The current default (most recently used) claim setup is no longer lost if you enter a charge with CSU set to "None".
  
• NEW: Added an option in the Insurance Batch options that allows you to suppress all "other coverage" information, even if such coverage is present.
  
• NEW: When generating finance charges (Accounting > Close Month), you can now select a specific provider code to be used on the finance charges created by the Guide.
  
• FIX: Patients by Insurance Company (report) did not always list all patients if more than one insurance company had exactly the same name.
  
• FIX: Cost had been set to zero for service entries with a fee of zero. Cost from the (service or provider fee form) is now retained in the charge entry, even when the fee for the service is $0.
  
• FIX: In order to eliminate some reported problems in situations where daysheets are posted frequently during the day with the "by user" option, the posting process has been re-engineered to eliminate the need to reset the daysheet number of other users' entries when one user's portion of the daysheet is posted. In addition, "locks" have been added to prevent users from corrupting each other's posting by posting at exactly the same time. Finally, it is no longer possible to post an item that is added between the time the daysheet is printed and the time it is actually posted. Only the items that appear on the printout are now included in the subsequent post. Any items added subsequently will appear in the open daysheet.
  
• CHANGE: Open Item Statement (Bills/Claims > Create Alternate Statements) The need for alternate, optimized versions when selecting by primary provider or patient category has been eliminated. The general version now works well for any selection combination. Alternate versions of the Open Item Statement have therefore been removed from the menu.
  
• FIX: The Facilities Form contains a POS (Place of Service) field that previously had the prompt "Default POS" which was misleading. When a POS code is specified on the Facility form, it overrides whatever is set on the Charge entry form when claims are printed. The prompt has, therefore, been changed to "Force POS code".
  
• CHANGE: The menu item GUIDES > Statements is now more specific: GUIDES > Period Statements.
  
• FIX: The Ledger window had been jumping back to the top of the application frame instead of remaining where it was placed.
  
• NEW: There is now a System Option (SETUP > System Options, Transactions tab, to accept service time and duration on the Charge Entry form.
  
• CHANGE: The option to "confirm each charge before saving" when importing appointments to the daysheet is now a "sticky" setting that will default to whatever setting you used last.
  
• FIX: An existing report, Aging by Payor with Details, had not appeared on the Reports > Accounting Reports menu even though it was present in the system.
  
• CHANGE: Credit card number, name, and expiration date are no longer required fields on the Credit Card form.
  
• NEW: Added a User-Defined Fields tab on Services that contains 50 user-definable fields.
  
• CHANGE: The interface for the User-Defined Fields tabs has been improved to make it easier to move from field to field without switching back and forth from the mouse to keyboard. You can now use the <Tab> and <Shift> <Tab> keys to go directly from the current field to the next or previous one. You can also move from field to field with <Alt><N> and <Alt><P>, (next and previous, respectively.)
  
• CHANGE: (Pro version) The system will now default the CSU field on the Charge Entry form to Institutional (UB) automatically if the selected service contains a Revenue Code value, and to Professional (HCFA) if the selected service does not contain a Revenue Code. In either case, the most recently used claim setup of the appropriate type will also be selected as the default.
  
• NEW: Added a third phone number for the patient and alternate patient addresses, as well as the next of kin.
  
• NEW: Added a DO NOT BILL option to the Carrier Exception form. Checking this box will prevent the system from generating a charge split to this payor when this service is selected. If this payor's policy is primary or two or more, the split will automatically be created for the next highest available policy instead. This feature will assist those who provide services that are not payable by certain insurers. Note that checking this option automatically disables all other fields on this Carrier Exception form.
  
• CHANGE: The system option "Minimum security level for full view of Daysheet" has been modified to reflect the new security system and moved to the Administration module. If Advanced Security is enabled, the only users who will be able to view or post the entire daysheet are now those who are "security administrators", who belong to a "supervisor" security group, or who have been granted permission to view all patients.
  
• NEW: The name of the carrier/plan now appears at the top of the window when adding an alternate address for that carrier/plan.
  
• CHANGE: The provider specialty code field now handles the new 10 character "taxonomy" codes specified by HIPAA for electronic claim transactions.
  
• NEW: Added "Supervising Provider" fields specified by HIPAA for electronic claim transactions.
  
• FIX: The claim creation warnings report was incorrectly identifying the errors as being in the claim after the one that actually had the problem. In addition, the first line of the report was being cut off.
  
• NEW: Added claim creation warning check for Insured's date of birth.
  
• FIX: Minor cosmetic improvements on the FaceSheet report.
  
• FIX: Period Statements now properly print previous balances greater than $9,999.99.
  
• CHANGE: All reports that list patient details now conform to any patient restrictions in force for the user who generates the report. If that user is not permitted to view certain patients, those patients will not appear in reports generated by the user either.
  
• NEW: If a policy specifies the use of an alternate payor address, that address is now shown on the policy form.
  
• NEW: The user who originally input the transaction is now shown in the title bar of the Charge and Credit Entry forms.
  
• NEW: Provider Payor ID's form now includes a field to specify the ID type, which is needed for HIPAA-compliant electronic claim filing.
  
• FIX: When there are multiple payors with the same name, canceling out of the payor selection window without reselecting the desired instance of the payor name could result in the payor being reset to the first one matching the name.
  
• FIX: Users can no longer delete or change a UserSort code if it is already in use, nor can the user re-assign a UserSort code from one US field to another.
  
• FIX: The Charge Entry form was defaulting service modifiers to those found in the primary carrier's carrier exception if present, rather than defaulting to the modifiers present in the Service form. (The exception modifiers will replace the service defaults when generating claims even though they do not appear on the Charge Entry form.)
  
• FIX: The list of Open Checks now excludes checks that are not fully distributed but also have been set as "returned" by the Returned Checks Guide.
  
• NEW: Added option on Services form: "Charge copay even if another service on same day for patient" to override the default system behavior of charging the copay only one time per day per patient.
  
• CHANGE: When posting the Daysheet, OMWin asks "Which transactions do you want to include, all or just yours?" The options had been "All", "Yours", or "Cancel" but now read "All", "Mine", or "Cancel", which is a bit clearer.
  
• CHANGE: When recalculating authorizations (Tools > Recalculate > Authorization Usage), the system now displays a "working" window rather than just freezing up until the recalc is complete.
  
• FIX: If you completely remove the address and phone on the main page of the patient information to oblige the patient's desire to receive no mail or phone calls, the system will now print the "Alternate Address" information on the claim form.
  
• NEW: A new option checkbox at the bottom of the Active Patient List permits you to hide patients who have discharge dates entered on the Additional tab.
  
• NEW: Added checkbox on the Active Patient List to hide patients for whom a discharge date has been entered.
  
• FIX: The Refund Guide no longer displays negative credits.
  
• NEW: There are now fields for Tax ID in the Supplier form. This information is required for some types of electronic claim submission.
  

  -----------------------------------

  APPOINTMENT SCHEDULER

  ----------------------------------
  

• BIG CHANGE: Most menu items for the Scheduler that had been on the main application menu have been moved to the pop-up menu accessed from within any Day View or Week View window. Among the menu items that have been moved are Reports, Lookups, and Setup. This change was required to support the new security features in multiple data set environments.
  
• CHANGE: The scheduler now checks for conflicts as soon as a patient is selected on the Appointment entry form, and again if any changes (such as time) are made. The idea is to warn you as soon as possible so you don't waste time entering an appointment only to find that a conflict exists. Obviously all this checking could affect performance, so it is done or suppressed based on a new option under Setup > User Options, Other.
  
  
• NEW: The "Show canceled appointments" setting is now retained by user. The setting is restored to its most recent state for each user when that user starts the Scheduler.
  
• NEW: The provider code is now displayed in the title bar of the Appointment Form.
  
• NEW: When you create an appointment block in the scheduler, the program now will first check to see if there are any ACTIVE (non-canceled) appointments during the date/time period to be blocked. If so, the system will warn you and give you an opportunity to cancel.
  
• CHANGE: Appointments now display the current phone numbers on file. You should now enter a phone number on the appointment form ONLY if you are specifying a different, temporary, phone number.
  
• NEW: Added Resource Schedule and Resource Usage reports.
  
• CHANGE: If colors for an Appt Type are reset to "default", appointments of that type will show using the colors currently set for Appointments 1n Setup > User Options, User Colors 1 tab.
  
  
• CHANGE: The Appt Type drop list on the Appointment entry form is now sorted by Appt Type Code.
  
• CHANGE: Added a more polished selection window for the Resource Schedule Report.
  
• CHANGE: The option to "confirm each charge before saving" when importing from the scheduler to the daysheet is now a sticky setting. It will "remember" and restore your last setting next time you import.
  
• CHANGE: The "tip" window that appears when you hover the mouse pointer over an appointment cell is more informative.
  
• CHANGE: Major improvement in the appearance of the Daily Provider Log report.
  
• CHANGE: Major update of the Resource Schedule Report.
  
• NEW: Security settings on the User form in the Administrator module now control which providers a user is permitted to work with in the scheduler.
  
• NEW: Appointment Status now appears in the list box used to review and tag appointments for import into the daysheet.
  
• NEW: You may now print a hard copy of the results of a SEARCH query.
  
• FIX: When rescheduling an appointment, the original day of the week was retained, even though the date was changed correctly. The result would cause the appointment to be skipped in queries that specified day of the week values, and would show the wrong day of the week when inspecting the appointment.
  
• FIX: The popup message that appears when you click a cell in the Daily or Weekly grid now shows your coded information (site, resource, etc) rather than the internal numeric IDs for that data). If there is already an appointment, the data from the appointment displays. If the cell is open, the information from the template is displayed.
  
• NEW: Added checkbox on the Active Patient List to hide patients for whom a discharge date has been entered.
  
• FIX: When you "hover" the mouse pointer over a cell in the day or week grid, the tip window now displays the site and resource codes, if assigned or defaulted.
  
• NEW: The User ID, date, and time an appointment was added now appears in the appointment form's title bar when you view a previously entered appointment.
  
  

  ---------------------

  CASE MANAGER

  --------------------
  

• FIX: During configuration of Patient window Style prompts, it was necessary to select the Progress Notes radio button, then reselect Patient in order to display all 12 prompts.
  
• NEW: There is now an option on all the main clinical reports to print or suppress the print date in the footer of the report.
  
• NEW: Window position and size settings are now retained between sessions. (These are saved as computer options rather than user or system options. That is, these settings are specific to the computer on which they are set.)
  
• NEW: You can now change the column order in CM's Active Patient List:
  

1. Display the list
2. Press F8. A small "control box" will appear.
3. Click in the column of the Patient List that you want to move.
4. Use the left and right arrow buttons in the control box to reposition the column.<>
5. <>Close the control box using the X in the upper right corner.
   

This column change is remembered between sessions on the computer on which it was set, but will not affect the display on any other computers.


• CHANGE: Added a column to the Prescriptions List showing the number of refills.
  
• FIX: When deleting a treatment plan item, the highlight now remains in the same position in the list.
  
• CHANGE: Added option to print progress notes with, or without, the text notes.
  
• NEW: Added a report that prints items in the OMWin ledger that do not have matching progress notes.
  
• CHANGE: If a patient is initially added to the system from the CMWin program, the patient responsibility for billing was defaulting to 0%. It now defaults to 100% as it does when a patient is initialized in the OMWin program.
  
• NEW: You may now hide medications that you do not want to appear in your medications list, even if they are used in previous prescriptions.
  
• FIX: When copying a treatment plan from a template, all plan entries are now dated with the current date, or if available, to match the date just used when manually entering a treatment plan item for the current patient.
  
• CHANGE: When opening an existing patient's main page, the cursor will skip over the ID and Name fields. These fields can be manually selected at any time if a change is necessary.