This list contains the changes made in Release 2007.

For changes and fixes in release 2004 - 2005, see README2005.HTML
For changes and fixes in releases prior to 2004.01, see HISTORY.TXT in your SOS folder.

Other documentation that can be found in the SOS folder:
   Release Highlights: RELHILITES.HTML
   Administrator Guide: SOSADMIN.PDF
   Technical Manual: SOSTECH.PDF
    User Guides: OMWIN.PDF, CMWIN.PDF, SCHED.PDF

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2007.01: Changes, Additions, and Fixes Since Release 2005.02

• CHANGE:  New, more modern and attractive user interface.
• CHANGE:  Video resolution required to avoid scrolling on any SOS windows is not 1024 x 768, up from the previous requirement of 800 x 600.
• NEW: User can now set "wallpaper" for all application windows through Setup > User Options.
• NEW:  You can now enter up to ten characters (numbers, letters or both) in the telephone extension field for patient and payor phones, as well as other phone numbers in the system that include an extension field.
• NEW: The User-Defined field configurations for patients are now specific to each data set. Each data set has its own prompts and configurations.
• NEW: You can now change your password by clicking a button to the immediate right of the password field on the login window.
• NEW: The user who enters the original patient information is automatically granted access to that patient, even if the user is restricted in the security system to a specified list of patients. To put it another way, patients a user enters in the system are automatically added to that user's patient list. If necessary, the patient can be removed from the user's patient list from within the Administration Module.
• NEW: If Advanced Security is not enabled, when a new provider is added to the system, all users with Appointment Scheduler access will automatically see the new provider listed in the Scheduler. Those organizations using Advanced Security will still have to use the Administration Module (the Scheduler tab of each user's configuration) to enable the new provider for appropriate Appointment Scheduler users.
• NEW: SOS now maintains an audit trail of all changes to the main patient information, including changes of names and phone numbers. When you use the Search feature to find a patient, the search will look through changed patient records in the audit trail as well, so you can get a match on a phone number or name that has since been changed. (Of course, given that this is a new feature, it will not find any data from prior to the 2007 installation.)

• CHANGE:  The SOS applications will now run in "uniprocessor mode" even when run on Intel hyperthreading processor, multi-processor, or multi-core processor computers. It appears that restricting the run mode to a single processor or virtual processor may reduce or even eliminate the number of random crashes.

• NEW: Added "List" button in DBTools' Rebuild Triggers... tool that specifies any database structures that are missing.
• FIX: If you uncheck the option to preview your report before printing, it should now go directly to the printer.

• NEW: "List" button in DBTools' Rebuild Triggers... tool now reports extra structures as well as missing structures. Also eliminated an irrelevant error message.

• None

• FIX: The program could crash unpredictably with a "GPF" error if the patient ledger window was not configured to always open in the "unfolded" state, showing the splits windows at the bottom.
  
• NEW: OM 2007 has all the required entry fields for the National Provider Identifier (NPI) and includes a new set of insurance claim formats to match the CMS-1500 (08-05) claim form. OM 2007 contains new "NPI" versions of all the standard HCFA-1500 formats from the 2005 release. The old formats are included as well, in case anyone has to use old forms for particular payors. If you have been using a custom format for claim output and you need it updated, contact SOS for information about cost and scheduling of the revision.
  
• NEW: When you get a payment denial from a payor, you can now enter a zero dollar credit as documentation. "Denied" credit entries require that you select an explanation code from a list that you can create on the fly when the selection list appears. You can "apply" the zero payment to as many charges as you like, to show exactly which ones were denied. Applying the denial credit has no effect on the charge balance. The charge will remain outstanding unless you resolve it though a subsequent payment, adjustment, or transfer.
• NEW: If desired, you now can select an explanation from a user-generated list to better document the reason for balance transfers. Selection of a transfer reason is  optional when you enter your transfers.
  
• NEW: The search feature on the Patient List now includes searching the Alternate ID field as an option.
• NEW:  the Search feature on the Patient List will now search all three telephone numbers. In addition, Search will find patients by old phone numbers or names that have been changed in the system after the installation of the 2007 Release.
  
• NEW: Managed Care Authorizations can now be created for specified Service Categories, each of which can contain any number of individual service codes. See Lookups > Service Categories. Service Categories also include a feature whereby a specified insurance payor can be set to be billed as the "primary" even if it is not ordinarily the primary coverage for a given patient.
• NEW:  A new option on the policy configuration form allows you to specify a policy to be used as the "Other Coverage" on claims rather than leaving it to OM to determine which should be used.
• NEW: You can now configure services that should be billed to patients at full fee even if a patient is set up with a percentage discount for the patient portion. Add these "exception" services to the "FIXEDPCT" sliding scale you will find in Lookups > Sliding Scale Schedules.
• NEW: OM is now smarter about its selection of authorizations to link to charge splits. When there are two or more authorizations that could be linked to a charge split, the most specific authorization will be selected.
  
• NEW: Authorizations now include the "Hide in list" so that you can "de-clutter" your MC Auth lists.
• NEW: You can now create a new authorization by copying an existing one. The starting date of the new one will default to the day after the other one expires and the authorization period will be set to the same number of days.
  
• NEW: Those using both OM and CM now can enter their progress notes and then automatically create charge entries in the daysheet based on the progress note entries. Case Manager has been added to the Daysheet's import options menu.
• CHANGE: Charge and Credit entries now accept amounts up to $9,999,999.99.
• CHANGE: Ledger access from the "Pt Info" button on transaction entry windows is now limited to viewing the ledger list. You can no longer modify ledger entries starting from the Pt Info button. You can, of course, still open a patient list and have full access to the ledger from there.

• NEW: Added provider and supplier NPI to Superbill report.
• NEW: Added description drop list to phone numbers on the Payor form.
• FIX: Balance in charge entries is now also reset to handle larger amounts.
• FIX: Selecting the "Cancel" option when an insurance batch creation error appears was not terminating the batch as it should have.
• NEW: Transfer explanations now appear in period statements generated with the "All Payor Details" option.
• FIX: Voided charges filtered out of the "Copy Previous" list on the Charge Entry form.
• FIX: Claim was printing only amount paid by patient, even if carrier was set to "insurance only" or "all payors" for box 29 (Amount Paid) of claim.
• CHANGE: You can now choose to remove graphic from main screen and from window backgrounds by blanking the desired user option(s).
• NEW: Added tab to Patient List (main and select versions) so user can sort and search by Patient # (internal system-assigned number) value.
• FIX: In some cases duplicate names appeared in the selection version of the Patient List.
• FIX: Voiding an applied credit caused OM to go into an endless loop, effectively hanging the program.
• FIX: Voided unapplied credits no longer appear in the Refund Guide.
• FIX: The VOID button is no longer enabled on Voided or Voiding transactions. (An "UnVoid" feature will be included in 2007.02. In the meantime you will not be able to delete any part of a voiding transaction the system inserts in the daysheet.)
• FIX: Unbilled Items reports were only including patients assigned to a Patient Category.
• FIX: Export Claims to File formatters (HCFA 1500 and CMS 1500 formats) were truncating the last digit of box 29 and box 30 values (99.0 instead of 99.00).
• FIX: All paper claim formats: The option to output amount paid in block 29 always printed the amount paid by the patient, even if the option to print just the amount paid by other insurance, or the amount paid by all other payors, was selected. 
• FIX: VOID procedure for charges and credits was reviewed and adjusted to properly handle additional scenarios.
• FIX: If you installed the SOS applications in a path that includes any long folder name, you could not generate period statements of claim forms. Attempts to do so would produce only an alignment form.

• FIX: Provider Activity Report was displaying a database login window. You had to click OK to continue with the report.

• FIX: The Medicare CMS1500 formats for secondary claims were putting the wrong policy ID in block 1a.

• CHANGE: When a user attempts to change the fee amount in a posted charge, a message now displays to explain that changing the fee requires changing the amount in one or more of the charge's splits. The fee automatically changes to reflect the new total of the split amounts.
• NEW: Patch includes a new report IDQUALS.RPT that lists all the supplier and provider ID's and qualifiers in the system, to allow for easier identification and correction of any that are not correct. To add new report to one of the report menus, see instructions in this document: http://www.sosoft.com/fod/doc474-adding_new_report.pdf
• FIX: In rare cases all new progress notes and treatment plan entries entered for new patients will be listed in every new patient's records. The underlying condition is now detected and trapped to prevent this issue from arising. 
• FIX: An attempt to change an existing diagnosis in a Claim Setup in the Pro Version would result in an endless loop of SQL errors, requiring the program to be terminated. Now an appropriate warning is displayed only if the diagnosis being changed is already referenced by one or more charges.
• FIX: Outstanding Charges by Payor report would sometimes omit a payor heading.
• FIX: Some CMS claim formats were printing only the first two digits of four digit years: "20" instead of "2007".
• CHANGE: Replaced icon for the Unauthorized Charges report on the Claim Batch options window. The old icon was confusing.

• FIX: Change in 4/11 patch prevented modification of charge amounts. Fixed.

• FIX: It was possible for non-standard transfers to cause inaccuracies in period statements. This looks like a very rare situation, but the program now detects and converts the unexpected values when generating statements.
• FIX: Provider Activity Report by Rendering Provider was filtering out transfer splits in the summary section, but not in the detail section. As a result, if there were any corrupt transfers the totals in the two sections would not match. Now both parts of the report ignore transfers (which normally cancel each other out anyway).
• FIX: The Copy Previous feature was not generating splits correctly after the previous patch.
• FIX: Carrier-specific facility information was not being printed in block 32b.

• FIX: Incorrect warnings were appearing when making changes to a diagnosis on the Claim Setup form in the Pro version.
• CHANGE: CMS-1500 claim form block 24j will now print legacy provider ID's as long as 12 characters.
• FIX: The Facesheet report was skipping patients without assigned primary providers.
• FIX: Slight change to Open Item Statement that might result in a minor performance improvement.
• FIX: Provider Activity Report (both Rendering and Primary Provider versions) now print "Denied" in the comment section of credit entries of type "Denied". Previously the reports just printed "???" in the comment for Denial credit entries.
• NEW: Instant Claims now print the new CMS-1500 form instead of the old HCFA-1500 form.
• CHANGE: All appropriate ID qualifiers now appear in the drop lists for Carrier-Specific Facility ID's.
• FIX: In accordance with the CMS claim filing instructions, multiple diagnosis pointers will now print without spaces, that is "1234" instead of "1 2 3 4" in block 24e.
• FIX: In accordance with the CMS claim filing instructions, Medicare formats will now print only the first diagnosis pointer in block 24e.
• FIX: (Pro version) The UB92 will no longer print a second line in block 51, 63, and 64 if there is only one policy.

• FIX: Some field prompts on the following forms were not clearing and redisplaying correctly: Policy, Managed Care Authorizations (Co-Pay limits tab).
• NEW: Added link to Help > Online Resources to go directly to the Remote Support download link.
• FIX: Refund Guide will now permit partial refunds.
• CHANGE: Patient List By Provider report now includes all three account phone numbers.
• FIX: User Defined Fields were not appearing on the Policy Form.
• FIX: (Pro version) UB form was not printing block 60 and other payor and policy fields.
• FIX: Instant Claim now prints correctly on the new CMS 1500 form.
• FIX: Corrected an issue in the Provider Activity Report by Rendering Provider that could, in very rare circumstances, prevent some credit splits from appearing in the report.
• CHANGE: Hot keys on the Credit entry form have been changed. Credit Type is now ALT-T and Credit Date is now ALT-A.

• FIX: Under certain circumstances when posting a very large, multiple-account check, OM would stop prompting to continue prior to the check being fully distributed.
• FIX: Entering policy information in sites with multiple data sets could result in an SQL error message.

• FIX: Corrected a data type mismatch and a syntax error that *might* explain the mysterious "Function Sequence Errors" reported by some users.
• FIX: It is now possible to print alignment forms for certain custom paper insurance claim formats.
• FIX: A warning about Facility was appearing when creating claim batches, even if no facility was specified in the Claim Setup.

• FIX: Several minor bug fixes.

• FIX: Major improvement in display speed of appointment grid, especially large week views.
• FIX: Month view did not hide cancelled appointments, even when "Show cancelled appts" option was off.

• FIX: When you go into Setup, the program will no longer request selection of a data set if you have permission to use only one. If there are multiple data sets, the selection list will show only those for which you have permission.
• CHANGE: Encounter forms now include appointments with "Confirmed" status as well as those with "Active" status.

• FIX: Filter for the Sites and Resources lists did not show existing items in the lists unless you clicked the "Show hidden" option.

• The units value in the Appointment form was not being saved, so when appointments were imported into the daysheet, the expected units values did not appear.

• FIX: The Provider List was not filtering properly on the By Name tab.
• NEW: The Encounter Form report now includes the provider's NPI in the header.
• FIX: Corrected "notes" icon in the patient selection list called from the appointment entry form.

• None

• NEW: There have been extensive enhancements in Case Manager. Please see "Release Highlights" on the Help menu in either OM or CM for the details.

• NEW: Added Search feature (binoculars icon) to the Patient List, allowing you to search for patients by phone number, birth date, last name, or alternate ID.  (This feature was already present in OM).
• CHANGE: Adjusted the height of the Progress Note window so that it fits in the minumum specified display resolution of 1024 x 768.
• FIX: Program was hanging when you closed the Lookups > Drop Lists configuration window.
• FIX: Items remain tagged in the treatment plan Search window, even if you expand or collapse the view.
• FIX: "Edit Attachment" option on the Attachments page was always disabled.
• CHANGE: If you delete all details within a Class in the Treatment Plan, the Class heading will be hidden unless you either add another detail to that Class, or you specifically set the view filter to display deleted entries.

• FIX: The Treatment Plan report was suppressing Assets and Obstacles even if you set the option to include them in the report.

• FIX: Icons used for tagging treatment plan details in the Progress Note form were not enabling and disabling correctly.
• FIX: Significantly improved performance of prescriptions page display. Was much slower than it should have been, especially with patients who have many entries in the list.
• FIX: The detail text is now included when copying a treatment plan from a template or from another patient.
• CHANGE: The information message about the need to sign before printing is no longer a separate message window (requiring a click). This information now appears at the top of the signature form, resulting in a more efficient work-flow.
• NEW: Added Psychotherapy Notes report, allowing printing of private notes.

• FIX: Opening a progress note in databases with many large treatment plans could be very slow. Improved performance of both progress notes and treatment plans.

• FIX: Significant preformance improvements, especially the patient list, the prescriptions list, and the history list. 
• FIX: When doing a Save & Print of a progress note, the printout would include all the patient's progress notes on the matching date instead of just the one being saved. Now just the note being saved will print. You can still print all the notes for the day, if desired, but printing from the Progress Notes list or from the Reports menu.
• FIX: Prescription status is now set to "Written" when you do a Save & Print of a prescription.
• FIX: When saving a copied prescription, the Revision Reason window would appear. Technically, the copy is a brand new entry, not a revision, so that window no longer appears.
• FIX: After adding a new progress note, the last row in the list will always be highlighted when the form closes. Unless you are back-entering a note, the highlighted row will be the one you just added.

• FIX: Much faster response when opening progress notes, prescriptions, etc.
• FIX: When a new progress note is added, the highlight will position to the last progress note in the list. After copying a progress note, the copy will be highlighted when you save and return to the list.
• FIX: Use of the spell checker in the past, especially when the auto-check option was enabled, would sometimes result in the spell checker window opening behind another window, making it necessary to terminate and restart CM. This issue has finally been resolved. 
• FIX: If you clicked the By Provider tab of the Patient List, then immediately clicked back to the first tab, the patient list would not be restored. You would have to close and reopen the list to refresh the list.
• FIX: An error regarding the UserOpts table was appearing when editing prescriptions.
• NEW: The most recently selected prescription provider becomes the default when adding the next prescription (by user and data set).
• NEW: Spell check is now available for the text entry field in treatment plan details.
• FIX: The highlight will now automatically position to the last entry in the prescription browse.
• NEW: When printing a treatment plan, you can now specify from 1 to 10 additional signature lines to be printed at the bottom of the report.
• FIX: the "Continuation" header was not printing on second and greater pages.
• NEW: If you print prescriptions from the prescription list, a new option allows you to batch print all Rx's for the selected patient and date. This feature allows for more efficient printing of multiple prescriptions. Add all the prescriptions first, then print them all at once from the list window.
• FIX: Added hot-keys and descriptions to all icons at the top of the patient form.
• NEW: When adding attachments to a patient record, the folder most recently selected for attachments will be the default (by user).
• FIX: Access to a patient's existing progress notes, treatment plan, and diagnosis would be lost if you entered a discharge date. (Data is still present and access can quickly be restored by tech support if you encounter this problem.)
• FIX: Added a trap to prevent an error if user tries to access an external attachment that is located on a drive or in a folder that is not available on the current computer.

• FIX: The Treatment Plan report was not printing any entries that were dated after June 6. The user's selected end date for the date range of the report was not being passed to the report. 
• FIX: Long description lines in the Treatment Plan will now wrap to a second line if the entire description does not fit on the first line.
• CHANGE: The Sign All function on the various list windows (Progress Notes, Treatment Plan, Prescription, History) is now much faster.

• None

• FIX: The Pt Number tab of the Patient List was displaying patients in all data sets, not just the current one.
• NEW: Tools > Sign Previous Entries has been enhanced to permit the user to sign only those entries last modified by him/her. This feature also works much faster than it had in the past.