This list contains the changes made in Release 2009, 2008 and 2007.

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:
   If upgrading from a release prior to 2007, please review Release 2007 Upgrade Notes for details about the changes in the User Interface.
   Administrator Guide: SOSADMIN.PDF
   Technical Manual: SOSTECH.PDF
    User Guides: OMWIN.PDF, CMWIN.PDF, SCHED.PDF

• CHANGE: The 2009 Release of Office Manager, the Admin module, the Electronic Claims module, and the Maryland MAPSS module all use newer programming libraries than older versions. Although most everything looks and works as it did before, SOS believes that this change will provide greater stability and compatibility with current versions of Windows. At this time, we do not anticipate changing Case Manager or Appointment Scheduler to the new libraries, though, of course, these modules are included in the much larger rewrite for the new .NET generation of SOS products.
• CHANGE: Application configuration INI files are now written in the current SOS program folder instead of Windows system folders. Previously some INI files were created and updated in the Windows folder, causing performance and security issues on certain types of systems.
• FIX: A missing database index could potentially result in workstation lockups, particularly when two users shut down SOS at exactly the same time. The scenario would be most likely in conjunction with a network or hardware issue that caused momentary user disconnections.
• FIX: Improved efficiency of a database view that was causing slow display of  patient lists on some systems.
• FIX: Some users' systems always displayed a "Database needs to be rebuilt" message, even though the database had been rebuilt.

• CHANGE: The generic lookup list that displays Sort Codes, Programs, Medication Frequency, and several others now has the "Show hidden" option and the update form for the items themselves contains the "Hide in list" option. You can therefore now hide items in these lists that you no longer use.
• NEW: Added support for the new First Contact module on the SOS Login window.
• FIX and NEW: Scanner support has been significantly enhanced with an embedded TWAIN interface, support for duplex scanners and documents feeders, and automatic save of scanned documents in PDF format. See http://www.sosoft.com/fod/doc601-attachments.pdf for documentation.
• CHANGE: Scanner settings are now are now sticky, by user.
• NEW: Optional First Contact Module for recording intake information is now supported by the SOS Login window. (Contact SOS for information about trying out or purchasing a license for this exciting new software.)

• CHANGE: The User Activity report now prints all users if no user is specified.

• FIX: Corrected a problem that could result in clearing of a patient's User-Defined fields. The same issue resulted in Error 33 messages when attempting to change the patient information from within Case Manager.
• NEW: Added printout of third phone number in the FaceSheet report. 
• NEW: Added variation of the Simple Ledger report that prints the adjustment code in the Description field for adjustment transactions.
• CHANGE: When adding a new referral source, the Type is now defaulted to "Individual". It had been left blank, which caused issues in other features if a specific selection was not made before saving.
  
• CHANGE: When creating a claim batch the program will now check for missing or invalid provider and supplier NPI's instead of missing tax/PIN/GRP numbers.
• CHANGE: The "Comments" column of the ledger list window now displays the content of the comment and remarks fields of the transaction instead of just "Yes" or "No" as in the past.
• FIX: You can now select a supplier with a separate first name for the "Instead of provider's default supplier, use..." field in the Carrier-Specific Provider ID form.
• FIX: When posting a payment across multiple accounts, the patient selection list will automatically be filtered to display only patients with the payor whose payment is being posted.
• NEW: Added a Remarks lookup to the Patient Notes/Alarms form to make it more efficient to do standard notes that used to require typing the same thing over and over.
• NEW: When entering credits, if there are any unapplied payments, the total appears in green below the Outstanding Charges list in the lower left corner of the form.
• NEW: You can now add "attachments" to patients in OM, using the new Attachments (paperclip) icon at the top of the Patient List. You can attach any disk file, leaving the original on disk, or deleting it after it has been imported into the SOS database. If you are using a standard TWAIN scanner, you can also scan a document directly into the attachments list for a patient using the Scan icon on the Attachments list.
• NEW:  A new icon on the Policy form allows you to scan and attach an image of the patient's insurance card.
• CHANGE: At the bottom of the Provider form, Scheduler tab, there is a button that permits Sec Admin level users to set which users are permitted to view the provider's appointments in the Appointment Scheduler module. Users who have been set to "hidden" in the Admin module no longer appear in this list.
• FIX: Corrected an issue with totals on the Aging Report by Provider with Break on Payors.
• FIX: Improved format of Outstanding Insurance Charges by Patient for Date Range report.
• FIX: When you refund (Reverse Unapplied Credits) a check, the check is now ignored when posting daysheets.
• FIX: Fee amount should never automatically recalculate once the charge has been posted. Changing the number of units in a ledger charge will no longer change the fee.
• CHANGE: On Provider form, Additional tab, the "Electronic Claims Provider Number" was changed to "Emdeon  Provider Site ID" to more accurately reflect the correct entry for that field. The correct qualifier for that value is always "G5", so the Qualifier field was removed.
• CHANGE: When adding a city to the City/State/Zip lookup list, all three fields are now required and display red prompts.
• NEW: In the Credit entry form, if there are no active policies for an insurance payor, the payor's name appears in maroon instead of black. In addition, all expired policies and no outstanding balance appear at the bottom of the list. If the option "Do not show in transaction payor list" is set for a non-insurance payor, that payor won't appear in the drop list at all.
• FIX: In some cases, the billed dates for charge splits were not being updated after running Open-Item statements.
• CHANGE: If Professional Claim Setup is selected on the Charge entry form, but the CSU contains no diagnosis information, or no diagnoses are selected in the Pro version, OM will display a warning when you save the charge entry.
• CHANGE: If you use Copy Previous to enter a new charge and you uncheck the option to automatically create charge splits, previously you were not alerted if there were available pre-payments. Now an alert will appear whether the option is checked or not.
• FIX: Sometimes duplicate payor names appeared in the Transfer Guide.
• NEW: Added option (Setup > System Options, Transactions tab) to prevent automatic default in the Sort Code fields on the Charge and Credit forms.
• FIX: When entering a third phone number for a private or insurance payor, the cursor will now automatically advance to the number field after you enter three digits in the area code. The third phone entry will therefore work the same way as phone one and phone two.
• NEW: A warning is now displayed if you attempt to delete a patient for whom there are appointments in the Appointment Scheduler. Continuing to delete the patient will also delete all appointments, past and future, from the scheduler.
• FIX: Corrected display of the Ledger by Charge window when maximized.
• FIX: Show Balances window (icon on Patient list and Patient form) did not display correctly if the "Show All" option were checked and unchecked, or if you used Ctrl-PgUp and Ctrl_PgDn.
• NEW: OM now displays a warning if you start to add a new patient record if there is already a patient in the system with the same name and date of birth.
• NEW: You now can create an alarm note and assign it to another user. Use this feature to create basic workflow control. 
• FIX: Previously if you created a service entry in the Daysheet by importing from Case Manager progress notes, you could not delete the imported services. You can now do so; the progress note link will be cleared if the imported service is deleted.
• FIX: You now can create Claim Adjustment Reason (CAR) entries on Transfer and Denial credit entries.
• CHANGE: The provider social security number has been removed from the Superbill printout.
• CHANGE: The feature that allowed you to move columns in the Patient List has temporarily been removed. We hope to be able to bring it back in a future patch.
• CHANGE: Apostrophe's are no longer permitted in names on the Bill-To tab of the Patient form.
• FIX: The period statement did not always include all selected patients when the statement run included several patients with the same name.
• CHANGE: The "Name for Claim Filing" field (used for electronic claims) is no longer required. If nothing is entered, the provider's name is used.
• NEW: A new system option (Setup > System Options, Transactions tab) allows you to default the date on a new check entry to either the current system date or the credit date entered on the Credit form.
• FIX: Open-Item and Alternate statement runs were not updating the billed date for certain kinds of charge splits.
• CHANGE: The Claim Adjustment Reasons (CAR) icon is now disabled for pre-pay credit splits.
• CHANGE: OM will no longer attempt to recalculate splits and copay amounts when changing daysheet charge entries if you have already applied any credits, including transfers, to the charge.
• CHANGE: The Aging by Primary Provider and Aging by Rendering Provider reports now indicate those accounts that are in Collection.
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• FIX: (Pro) When printing UB04 claims, charges that could have been output on the same form were being printed on separate forms.
• NEW: (Pro) Added an option ("Include only services of the same revenue code in each claim") on the UB04 batch options to allow or prevent multiple revenue codes on the same claim. 
• CHANGE: (Pro) If a service has a revenue code but the current patient has no Institutional Claim Setup, the CSU setting will default to Professional instead of None.
• FIX: (Pro) If there is an over-ride entered for the Supplier or Provider NPI in the Carrier-Specific tab, it will be used on institutional claims as well as professional claims.
• NEW: (Pro) Added a menu item to Clear Ins Billed Dates for UB (insitutional) claims.
• NEW: (Pro) Added Claims Summary report for UB (institutional) claims.
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• NEW: (Optional Electronic Claims Module) You can now get into the Electronic Claims module by clicking the "Output Current Batch" icon, even if you don't have a current batch. Once in the module, of course, you won't be able to format a batch because there isn't one. You will, however, be able to work with previous claims, review reports, set options, and so on. Be sure to highlight one of your Electronic Claims options in the Generate Insurance menu in order to enable the "Output Current Batch" icon.
• FIX: (Optional Electronic Payment Posting module) Added error trapping to detect when payor is returning an incorrect transaction number value. Some payors use this field in a non-standard fashion, which could potentially cause posting of payments to the wrong patient.
• FIX: (Optional Electronic Payment Posting module) Another change to enhance patient matching accuracy: previous versions of patient names are also checked to find matches. For example, a claim might be submitted under a woman's birth name, but she marries and changes her name before the payment file is received. The system will be able to match the patient's name from the account history even though the name is now different. This feature can be used to deliberately store variations of a patient's name if a payor's version of the name is different from that you use in your system.
• FIX: (Optional Electronic Payment Posting module) Improved name matching so that punctuation differences between name in OM and name in EOB will no longer cause "patient not found" errors.
• NEW: (Optional Import Encounters module) Added a field on the Service form in which you can specify that duplicate services (same patient, date, provider, and service code) should be allowed for this service code.
• FIX: (Optional Import Encounters module) Was not creating payment entries if type of payment was other than cash. In addition, it was not importing comment and remark data or the credit SortCode value.
• FIX: (Optional modules for Contacts, Programs, Hospitalizations, and Employment) Changed hotkey assignments. All had the same assigned hotkey.
• FIX: (Optional MAPSS module) Opening the Patient List in the MAPSS module was very slow on some systems. It is now much, much faster.

• FIX: Ledger reports printed from the ledger windows did not select the current patient.
• FIX: Claim exporters for Statlink and Interlink formats updated for 2009.
• FIX: Fee amount on new Daysheet Charges were not defaulting to correct amounts in all cases.
• FIX: ENTER key on Patient List "Find" field now works as it did in previous releases.
• FIX: Adding a new carrier failed if you did not select on option for the Box 30 field.
• FIX/CHANGE: The assignment of the next available ID for new patients was not working reliably. This feature is now changed so that if you have selected automatic ID's, the ID field will display AUTONUMBER when you enter a new patient. The actual ID number is assigned at the time you save the patient. 
• FIX: The "Find" field for patient number on the Patient List did not position correctly when the length of the window was extended.
• FIX: (Optional ERA Module) ANSI 835 Electronic Remittance files that included carriage returns (in spite of ANSI formatting specification to the contrary) were not being processed successfully.

• FIX: (Optional ERA Module) ANSI 835 files will now be processed even if they contain two or more sets of ERA's. User Interface for this module was simplified and enhanced, as well.
• FIX: When doing a transfer, the charge split balance for the item being transfered was displaying as increasing rather than decreasing.

• FIX: Added index to correct poor performance related to frequent check for patient note-alarms.

• CHANGE: Notes were being checked for alarms twice every second, which could, in some cases, be a performance issue. Changed so that notes are checked only once each minute and optimized performance by adding an index to the database.
• FIX: The "Copy MC Auth" button was not working. Instead of copying the selected authorization, the system was doing a normal Add New Auth operation.
• FIX: Added automatic fix for bad link value leading to errors displayed about table UDDATAPT.
• FIX: Outstanding Charges by Patient report was not displaying items resulting from transfers.
• FIX: UB (institutional) claims were sometimes splitting items onto separate claims that belonged on same claim form.
• FIX: UB (institutional) claims were chopping off last digit of zip code in block 9d.
• FIX: Ledger by Charge report was no longer printing Aging data on the last page as it had in 2008 release.
• FIX: (Optional Module) Programs list window was coming up empty and you were unable to add any new programs.
• FIX: (Optional Module) Some Electronic Remittance (ERA) files could not be processed because of a payor formatting quirk.
• FIX: Flag that marked the submission of electronic claim files was not being added or updated reliably.
• CHANGE: Clarified that the Billing Setup, Print Options are only relevant for Period Statements.
• CHANGE: The carrier selection list for Carrier Exceptions no longer displayes carriers that have been marked "Hide in List".
• FIX: (Optional Module) Electronic Remittance (ERA) filenames were not being generated with sequential numbers. (Regression of a bug that had been fixed in 2008 release).
• CHANGE: Clarification of wording of message displayed when acknowledgement report is received.
• FIX: Bad password attempts were not being logged.
• CHANGE: Initial 2009 release calculated true next sequential numeric ID to be used when auto-assigning patient ID's. Some users had developed systems that required the ability to manually set the next ID to be used. SOS now, again, allows manual control of next ID.
• FIX: Improved statement generation performance.
• CHANGE: Modified the Recalc Balances utility so that if an error is encountered on on a charge it will continue instead of terminating at that point.
• NEW: Added an option to calculate splits using the Patient screen setting for the co-pay after determining insurance adjustment from Carrier Exception.
• NEW: Electronic Claims Setups report added to the standard reports.
• NEW: Database Connectivity report added to the standard reports.

• CHANGE: (Optional ERA Module) Added an on-the-fly balance calculation to be sure that it is correct for the posting process.
• CHANGE: (Optional ERA Module) If other users or processes block access to a patient or ledger item, the posting process will skip the blocked item and continue. Previously the posting would stop and there was a possibilty of a deadlock situation that would cause a domino series of lock-ups.
• CHANGE: (Optional ERA Module) Added a new data index that significantly improves performance of ERA posting in large databases.
• CHANGE: (Optional ERA Module) Now saving segment 2110 LQ value as the item's Remark Code.
• CHANGE: (Optional ERA Module) Added a column in the ERA list to show the Check Reference Number.
• FIX: (Optional ERA Module) In some cases the system was creating zero credit splits instead of the appropriate non-zero amount.
• FIX: Aging by Provider report - Last Billed date was truncated.
• CHANGE: Month End Summary by Sort Code - Now you can generate the report for all data sets by leaving the data set selection blank.
• CHANGE: All standard paper insurance forms now print in bold font
• FIX: (Pro version) UB paper claims. Made zip field 9d longer to handle 9 digit zip codes.
• FIX: The Copy feature for MC authorizations was not working.
• FIX: (Pro version) Customers who create both UB and CMS claims found that clearing the billed date for a CMS claim could also clear some UB items and vice versa.
• FIX: System was prompting user to post checks that had been returned or manually marked to be ignored.
• FIX: On Charge and Credit entry forms, the hotkeys ALT-G and ALT-X were doing a save-and-exit instead of save-and-add-new-[charge/credit].
• FIX: Payment Guide was not working if you used the ALT-N hotkey instead of clicking the NEXT button.
• FIX: Width of the block 19 field in the printed CMS 1500 forms was too short and truncated the data entered for that field.
• FIX: The Alternate Statement - By-Charge Statement for Period (patients w/ no activity) was including patients with just transfers during the specified period.
• NEW: Added options in the Bills/Claims > Reprint Claims utility to designate a reprinted claim as a corrected or replaced claim when resubmitting a claim electronically.
• CHANGE: Unbilled Items reports now filter and report only patients in the current Active Patients List.
• NEW: Added menu item to check for Electronic Claims Module updates. Help > Online Resources > Check for ECM Update.
• FIX: SQL error appeared if you canceled out of the Charge form while importing Progress notes.
• FIX: Canceling the import of an appointment or progress note resets the import tracking number so that the item can be imported again.
• CHANGE: The autonumber option for Patient ID's has a new range setting in Setup > System Options. Those using different number ranges for different data sets can set this option appropriately in each data set for reliable ID numbering.
• FIX: Patients by Provider report was sometimes not showing phone numbers unless an extension was entered.
• FIX: Transfers to insurance or a secondary insurance were included in claim batches even if the transfer credit was still in the current daysheet. It should not have been included until the transfer had been posted to the ledger.

• CHANGE: Replaced tax ID with NPI on the Mini-bill report.
• CHANGE: When adding a new insurance carrier, the option to use diagnosis pointers is now the default.
• NEW: Added a rendering provider version of the Patient Phone List. Report file name is PTSBYPRB.RPT. Must be added to the menu manually. Instructions for doing so can be found here: http://www.sosoft.com/fod/doc474-adding_new_report.pdf

• NEW: Added a red warning that displays if you enter an appointment date that has already passed.
• NEW: Added "Hide in List" option for Appointment Types. If that option is checked for an Appointment Type, it won't appear in the selection list when making new appointments.
• FIX: When using the "Copy to Other Providers" feature, the new appointments with set the Provider to Bill field in accordance with the target provider settings from Lookup > Providers, Scheduler tab in OM or CM.
• NEW: Option at bottom of Appointment form, if checked, prints a small, card-sized report with appointment information. Select appropriate printer, which, ideally, should be something like a label printer.
• FIX: Corrected order of fields when tabbing through the Appointment form.
• FIX: Entry of telephone numbers on the Optional tab of the Appointment form now work the same way as phone number entries in other screens of SOS. Cursor will automatically advance from the area code to the number field.
• NEW: Added a "Find Date" field on the Appointment Blocks tab of the Provider Template window.
• FIX: "Resource conflict" messages did not appear if the other resource commitment was to a "non-patient".
• CHANGE: In the event that you force an appointment even though there are no openings in the provider's template, the warning will display only on the creation of the appointment, not on subsequent changes to that appointment.

• FIX: Revised encounter form (prints next appointment at bottom) now included in distributed files.

• CHANGE: The standard Encounters Form report now prints the providers name along with the next appointment information at the bottom of the page.

• FIX: Appointments for a period report was not selecting appointments according to selected criteria, did not include non-patient appts, and included canceled appointments. All of these issues have been fixed.
• CHANGE: Copy to Future Days feature will not ask again when there is no template available (yes to all).
• FIX: Imported appointments were not retaining the Sort Code value selected on the Appointment form.
• CHANGE: Slimmed the margins and line spacing in the Appointment Label report.
• FIX: The Copy to Another Provider feature was displaying all providers in the selection list, even if current user did not have rights to one or more of the providers.
• CHANGE: Added a System Option in the Scheduler to allow user to designate a different report to be used for printing Reminder Card Labels.

• FIX: Appointments For Period Report was groupting reports by week instead of by day and spacing between appointments was adjusted.

• CHANGE: The spelling checker used for the past several years could cause a situation that required manual termination of Case Manager and the potential loss of the text in the record being checked. The previous speller component has been replaced with a new one that is extremely unlikely to cause this kind of issue.
• FIX: Corrected a problem that could result in Error 33 messages when attempting to change the patient information from within Case Manager.
• NEW: Added FIND DATE fields on Progress Note and Prescription lists, allowing rapid positioning in long lists by entering a search date.
• FIX: Alt-S was not executing the Save & Sign function.
• FIX: (CM Pro) Provider on new progress notes was defaulting to the Primary Provider from the Patient screen rather than the Primary Provider for the current episode of care.
• NEW: Added a link to Remote Support to the Help > Online Resources menu in CM, making it easier to establish a remote support session with an SOS technician.
• FIX: The little question mark button in the upper right corner of the Progress Note form did not display the record number and dates when clicked. The information only appeared if you moved the mouse pointer over the button but did not click. Now it appears either way.
• FIX: The setup form for the Treatment Plan Reviews report was not working properly. Fixed the printer setup button, the calendar selector for the date fields now work; "Include previous reviews" is now sticky, and the previous reviews date range fields are disabled if the option is set to "No".
• FIX: Invalid links to User-Defined fields resulted in Error 33 messages when attempting to save patient form data. Invalid links are now cleared and no longer trigger error messages.
• NEW: Added field for "National Drug Code" to the Medication form.

• FIX: Correct files for new spellchecker now included with distribution.

• FIX: Side effect of new spellchecker was that progress notes would only save the first 2048 characters in the text section. Corrected to permit the full 14,400 characters to be saved.
• NEW: Added a new Progress Note Report variation that prints User-Defined fields, if in use, and progress toward objectives. The report file name is TXNOTESA.RPT.
• FIX: Corrected an issue that prevented CM from loading when run in a Terminal Services or Remote Apps session hosted by a Windows 2008 server. This issue was related to an incompatibility with the 6.1 version of Windows Remote Desktop Client, especially if .NET Framework 3.5, Service Pack 1 was installed on the user's computer.

• CHANGE: If you start CM but have not yet setup the System Options, a message now appears to remind you. Some reports do not run correctly if the values in System Options have not been set.
• FIX: The Patients by Referral Source report in CM now displays the correct report setup window.
• FIX: The Sort Code selection in the Progress Note was not linked to the correct lookup list.
• CHANGE: Lookup lists, such as Rx Frequency, now allow you to hide selection options that are no longer in use.

• FIX: Treatment Plan report was printing diagnosis from the earliest episode of care, rather than the current one.

• FIX: The database rebuild utility was failing if the database was located on a different drive than the program. This utility also was not recording when it was last run.
• FIX: The "Copy a user's Patient List to another user" in the Administration module was not working.
• CHANGE: The date of the currently installed software build now displays in the status bar at the bottom of OM, CM, and Scheduler. In the past, the less-informative original release date appeared there, regardless of the build currently running.

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• NEW: There is a new selection on the Tools menu called "Memory Dump". If you encounter a Function Sequence Error, use this procedure to create a report for SOS tech support. Be sure to save the report using a name and location you will remember. After restarting OM, create another report so that we can determine the differences between the two, if any.
• FIX: (Pro version) Setting the checkbox to make a CSU (claim setup) the default should now actually do that.
• CHANGE: Account Period Summary by Provider report. Accounts with no activity during the period and no balance are no longer printed. Each provider now starts on a new page. There is also a new option for both of the Account Period Summary reports to include both active and inactive accounts.
• CHANGE: (Pro version) The option to print account ID rather than the internal patient number now works on UB claims. Previously it had worked on the professional (CMS) claims, but not the institutional (UB) claims.
• NEW: Added a "find" field for the Claim Adjustment Reasons lookup. Also extended the length of the code to handle Reason codes up to 10 characters.
• CHANGE: The claim batch warnings are now displayed as a Crystal Report. Previously the errors would be written to a local text file, which could potentially be a problem for users sharing a terminal server.
• CHANGE: The Refund Guide has been renamed "Reverse Unapplied Credit"; the Enter Negative Credit Guide has been renamed "Reverse Applied Credit". The new names for these guides better represent what they actually do.
• NEW: The Daysheet printout now has a better and more complete breakdown of deposits, including a credit card total.
• FIX: Under some circumstances, the VOID button would not be displayed on Ledger Charge forms.
• NEW: Previously once a patient account has been linked to a multi-account payor (such as a responsible parent), there was no way to keep activity on that account from appearing on future statements for that payor. It is now possible to suppress specific accounts on multi-account, all payor period statements. From the Active Patient List, highlight an account, then click the Billing button. Double-click the entry for the non-patient payor (for example, the patient's mother or father). There is a new option, "Include this account on statements for <this payor's name>". To prevent the current patient from appearing on the statement, just uncheck that option. Here is an example of the type of situation addressed by this option: Father is paying bills for child 1, 2, and 3. Mother of child 1 remarries and assumes all medical bills. Father is no longer responsible for child 1 and should therefore no longer receive any billing for child 1's treatment.
• FIX: When importing charges from the scheduler, non-insurance services will now default the CSU selection to "None", as occurs when manually entering such a service. At times the Place of Service default did not work. Fixed that as well.
• FIX: Zip codes with "-0000" at the end are detected and changed to just the first five digits when formatting claims.
• FIX: The Facesheet report now shows the selected telephone descriptions rather than assuming that phone 1 is "Home" and phone 2 is "Work".
• NEW: Option modules to record employment history and institutionalizations (hospitalization or incarcerations) are now available within OM.
• CHANGE: The release date displayed in the status bar at the bottom of the main screen now shows the date of the installed build rather than the original release date.
• FIX: When you use the Reverse Unapplied Credit Guide (previously called the Refund Guide), the new negative credit entry will now inherit the credit type of the entry you are reversing. 
• NEW: New variation of the Aging by Provider report: "Aging Report by Provider, excluding Payors in Collections". The variation does not print payors for whom you have entered a Collections Date, indicating that they have been turned over to a collections service.
• FIX: Generating statements using the new "By Charge Statement for Period" will now set the charge split billed dates.
• FIX: Generating statements using the "Open-Item Statement By Patient with Aging" will now set the charge split billed dates.
• FIX: If a user reactivated a patient, then immediately went into the CSU setup to make a change, it produced the "changed by another user" error. 
• CHANGE: "Aging Report by Primary Provider Including Pts w/ No Balance"  now starts each provider on a new page.
• CHANGE: (Pro Version). Removed entry fields for blocks 54 and 55 from the UB Claim Setup. Added new option for block 55 (Estimated Amount Due) to use one of these alternatives: Balance on Payor's splits, Total Fee, Zero, or Blank.
• NEW: Added a user option to request confirmation before deleting items on the daysheet.
• FIX: Electronic Payment Posting module - Was creating invalid credit splits when processing negative charge splits and sometimes created a credit of the correct amount, but with split amounts of zero.
• NEW:  Electronic Payment Posting module - Added option to set the paid date of zero charge splits as they are processed.
• CHANGE: The "Provider with Carrier-Specific ID's" report now contains much more claim-filing related information.
• FIX: Corrected label size and spacing on the "Mailing Labels for Referrals" report.
• FIX: If you entered data on the UD fields tab of the patient form during the initial add of the patient record, you could get a spurious "Changed by Another User" error.
• NEW: When you pay or adjust the entire balance of a non-zero split, the paid date will also be applied to any zero dollar splits for the same payor on the same charge item.

• FIX: Aging by Provider report: Under certain circumstances the subtotals or grand totals could be inaccurate, even though the detail lines were fine. Also, some all-zeroes patient detail lines that should have been suppressed were printing on the report.
• NEW: "Aging by Provider Excluding Accounts in Collections" added to the Reports > Accounting Reports menu.
• FIX: Zero dollar charge splits will now automatically be set to PAID if there are transfers to the same payor and all transfer balances are paid. Scenario: New charge is entered, with a zero dollar insurance split and with the entire fee split to the patient. Later, an insurance payment is received, so part of the patient split is transferred back to the insurance payor and paid in full. At this point the paid date on the transfer split is set, but the zero split was left without a paid date and therefore continued to appear on the Oustanding Insurance report. This new change will detect this situation and set the paid date for the zero split when all non zero splits for the same payor have been marked as paid.
• CHANGE: (Pro Version) The "Include previously billed" option on the batch setup for institutional (UB) claims will now always default to unchecked to prevent accidental re-billing.
• FIX: (Pro Version) Prior attempts to correct the selection of the proper claim setup for charge entries did not fix the problem. It should now be working correctly, selecting the CSU entry marked as the "default" when entering new charges.
• FIX: Zero splits added during the entry of a Denial credit were being automatically deleted as "invalid" if opened and resaved.
• FIX: Drag-and-drop apply was not working when entering a Denial credit.
• NEW: When using the Reverse Applied Credit Guide (previously called the Negative Credit Guide), you can now choose to set the "Ignore when closing daysheet" option on the original payment check.
• CHANGE: You can now change the service date of REFUND service entries created by the Refund Guide.
  
  
• NEW: IMPORTANT - It is potentially very risky to store complete credit card numbers within OM. To avoid potential problems and liability, we have added a utility (Admin > Database Tools >  DBA Utilities, Tools menu) to reset existing credit card number fields so that all but the last four characters are replaced by asterisks. After running this utility, users will no longer be able to save complete credit card numbers. During the save process, all but the last four characters of the credit card number will be replaced with asterisks.
  
  
• NEW: Added a new system option (Setup > System Options, Billing tab) that allows you to set a minimum balance for generation of Period statements. In other words, you can now prevent the production of period statements where the amount owed is, for example, less than one dollar. At present, this option has no effect on the statement formats in the Alternate Statements menu.
• NEW: There is now a PRINT button on the Checks tab of the payor's Show Payments window. Use the new button to quickly launch the existing Checks by Payor report for the currently open payor.
• NEW: (Pro Version) Added a new option to the Batch Setup window for generating institutional (UB) claims. This option permits you to specify the total you want to print in block 55. There is also a new system option (Setup > System Options, UB Claims tab) to set the default value for the new option the first time a user generates UB claims.
• CHANGE: You cannot VOID a charge if there are credits linked to it. In the past, a message appeared if you tried. Now the VOID button will be disabled on any charge with linked credits. In addition, the VOID button is disabled on charges accessed from the Patient Info button on an open charge or credit entry form. You must open the patient ledger from the Active Patient List or the Patient Form if you want to VOID a ledger entry.
• NEW: Added a utility in DBA Utilities (Admin module > Database Tools menu) to remove Carrier-Specific ID's that are no longer needed.
• NEW: Insurance Claim formats menu (Bills/Claims > Create HCFA/CMS 1500 Claims) to create CMS-1500 claims with the Supplier NPI rather than the Provider NPI in block 24J.
• NEW: There is now a new menu choice in the Alternate Statements menu (Bills/Claims > Create Alternate Statements > By-Charge Statement for Period (patients w/ no activity). Use this new option to generate statements for accounts with no activity in the current period.

• CHANGE: Open Item Alternate Statement - Removed redundant service date subheading.
• NEW: Added the ability to override the NPI or Supplier in Provider Carrier-Specific ID's. If you specify an NPI in the Provider Carrier-Specific window, it will be used as the rendering provider NPI when generating claims for the specified insurance carrier. Likewise, if you want a different supplier (also known as "Pay-to Provider") to be used when creating these claims, specify it in the provider's Carrier-Specific settings.
• FIX: Corrected a problem that prevented to correct Policy User-Defined prompts from appearing. Policy UD prompts should be specific to the designated payor, but were not.
• FIX: (Pro Version). Reprint UB claims was not working for the new UB-04 claims. There were also several cosmetic issues that have been fixed as well as some problems that appeared only if you selected the option to "Sort by Carrier" when reprinting claims.
• NEW: Added a utility in the Admin Module to selectively remove legacy insurance ID's.
• FIX:  The Reverse Unapplied Credit Guide was not refreshing Unapplied Credit Splits List when selecting a different patient and payor without exiting the guide.
• FIX: Eliminated the task lock error that appeared when linking a prepay to two or more charge splits on the same charge entry.
• FIX: Some OM Standard Version users were experiencing a "duplicate record" error when selecting "Professional" CSU type when modifying an existing charge entry.
• FIX: The use of More Splits was resulting in invalid deposit totals on the the daysheet. Those entries are now filtered out of the totals.
• NEW: Added a new Carrier list report that does not print any entry that have been set as hidden.
• FIX: The Aging Date in Aging by Provider prints correctly now.
• FIX:  Corrected an issue with the Apply Unapplied Payment Guide that appeared when there was a partial unapplied payment created along with an adjustment.
• FIX:  Charges for a Period by Provider report did not preview correctly on screen even though it printed correctly.

• FIX: Corrected an issue with the Reverse Unapplied Credit Guide that was causing "task lock" errors.
• FIX: Some users with certain printers were having printout issues with the Charges for a Period by Provider report. The same issue caused printout anomalies on the Open Item Statement as well.
• CHANGE: The claim batch error monitor now looks for missing or invalid NPI's instead of missing or invalid PIN and Group numbers.
• FIX: Accessing the Carrier-Specific ID form for a Provider was sometimes causing the Supplier selection on the provider's General tab to be blanked or to change.
• FIX: OM would not permit you to select a supplier on the Provider's Carrier-Specific form unless the selected supplier had nothing in its "First Name" field. This is the field on that form with the prompt "Instead of provider's default supplier, use..." In addition, this field is no longer set as "required".
• CHANGE: If you have licensed the optional "Import Encounters" module, you can now import a duplicate service (same date, provider, servicenum, and patient) if you check a new option to permit duplicates for appropriate service codes (Lookups > Services). Note that this new checkbox only appears on the Service form if you have licensed this module.
• FIX: Modified an internal error routine so that unnecessary "task lock" errors will no longer appear.
• FIX: Payment Posting (ERA) Module now matches punctuated names (eg: Mary Smith-Jones) more accurately.
• FIX: The Tools > Recalculate > Balances utility was running slowly and sometimes generated an error.
• CHANGE: You can now clear the paid-date on zero-dollar charge splits to re-queue them for billing by clearing the Last Billed date.
• CHANGE: Extra spaces were removed between detail lines in the Open Item Statement.
• CHANGE: Text that you add in a Charge or Credit comment or remarks field is now displayed in the Ledger (by transaction date) list window. In the past, OM just showed "Yes" or "No" to indicate that comments were present.
• FIX: The Ledger list window opened too high on the screen if you had set the option to always display splits and were using a screen resolution of 1024x768 or lower. Window placement options have now been changed so that the window will remember where it was last and reopen in that same location.
• NEW: A color block to the left of charge splits on the Charge Entry form tells you at a glance whether the split has been paid (green), billed but not paid (yellow), or not billed (red). "Billed" status is triggered by the presence or absence of a Last Billed date; "Paid" status is triggered by the presence or absence of a Paid Date value. In addition, you can now clear the Last Billed date to requeue a charge split for billing by clicking a new button beneath the splits list. You no longer have to open the split and manually delete the date!
• FIX:  The By Charge Statement for Period in the Alternate Statements menu was printing "Transferred to Patient" for all transfers from an insurance payor. As a result, transfers from one insurance payor to another would show "Transferred to Patient". Credit details now include the names of payors instead of just "Patient" or "Insurance".
• FIX:  Charges were included in claim batches even if you had set the CSU selection on the charge to "None".

• FIX: (Pro Version) Fixed an issue that caused multiple claims to be created even though the claim charges were for the same provider, claim setup, authorization, payor, and revenue code.
• FIX: "Hide in list" users no longer appear in the tag list used to set providers' scheduler visibility to specified users (Provider Form button).
• FIX: User-defined field entries were not saved if added along with new patient data. You had to save the new patient, then go back and enter the UD field data.
• FIX: (Pro Version) Charge-level diagnoses were not defaulting under some circumstances.
• NEW: (Pro Version) Added option for UB batches to include no more than one revenue code on each claim. 
• FIX: If you have a charge with a units value having two decimal places (eg: 1.75), it will now print both decimal positions on your claims.
• FIX: Corrected an issue that sometimes caused a "Function or procedure nested too deeply" error when saving a charge or credit entry.
• FIX: The "Aging Report Sorted by Balance Amount" generated large and inaccurate values for the last patient printed if the report was particularly long.
• FIX: The "Collections by Payor" reports ran so slowly that they appeared to hang when you tried to advance the pages. 
• NEW: Electronic posting of payments now checks previous versions of patient names as well as the current one to validate the account. If you know that a payor uses a different spelling of the patient name, you can now work around it by changing the spelling to match the payor's, saving the patient record, then immediately changing it back to the spelling you prefer.
• FIX: In the unlikely event that the "Tally by..." option in a Service is not set, it will be treated as if it were set to zero (false) and authorization counts will be maintained correctly. Several users have reported this problem (authorization usage not being counted), which previously required intervention by SOS tech support to correct.
• FIX: Changing the units value on a charge in the ledger was causing split amounts to be changed. Changes of units in the ledger should not result in any other changes once a charge has been posted. All modifications of posted transactions should be manual.

• NEW: "Carrier List excluding Hidden Carriers" report now includes alternate addresses, if any.
• CHANGE: On Provider Form the field label "Electronic Claims Provider Number" has been changed to "Emdeon Provider Site Number" to better reflect what should be entered in that field. The Qualifier entry field following that field has been removed, but if a site number is entered, text appears indicating that the qualifier has been set to "G5".
• FIX: Changes to the number of units on Charge entry forms in the Ledger were not saved.
• FIX: Open-Item Statement by Patient with Aging -- Billed dates were not set in situation where original fee was split entirely to insurance and subsequently transferred to patient.
• NEW: Pro version -- If "Professional" CSU (claim type) is selected, but no diagnoses are displayed/entered/selected, a warning will appear.
• FIX: "Aging Report by Primary Provider Including Pts w/ No Balance" -- Added the ability to select by provider and fixed aging date value printed on report.
• FIX: Buttons on the Patient List for optional Contacts, Employment and Hospitalizations modules were configured to use the same hotkey. Now the Employment module is Alt-J and Hospitalizations is Alt-F. Contacts remains Alt-T.
• FIX: Pro Version -- If you leave a gap in the four diagnosis codes (eg: entering Dx1 and Dx3, but leaving Dx2 blank) when entering a charge, OM will automatically move diagnoses up to fill in empty spots when saving the charge, making them consecutive. Non-consecutive diagnoses can cause claim rejections by some payors.
• CHANGE: Pro Version -- When adding a charge manually or importing a charge, OM previously would select the Institutional claim setup type if the service code is configured with a UB Revenue Code. Now, the Institutional CSU type will be selected only if a UB claim setup also exists for the current patient. If there is no UB claim setup, then OM will set the CSU type to Professional instead.
• FIX: When creating a new charge using the Copy Previous feature and unchecking the "Create charge splits based on current patient, insurance, and managed care settings" option, OM was not alerting you to the presence of prepayments that could be applied to the new charge.
• FIX: Eliminated a "Record changed by another user" error that could appear in some cases when saving the Patient form after making a change on the Claim Setup or UD fields.
• FIX: Under some circumstances (Credit Type of "Transfer" or "Denied"), you could not save a new Claim Adjustment Reason.

-----------------------------------------------
-----------SCHEDULER --------------------
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3/10/08

• FIX:  "The Canceled Appointments Report" now shows the correct description for user-defined cancellation statuses.
• FIX: The "Replicate Appointment" window can no longer be moved outside the active window frame.
• CHANGE: The Appt Status field on the "Appointments for a Period" report is now a bit wider.

• FIX: The entries in the Sites lookup list did not appear unless you checked the "Show hidden" option.
• FIX: The sortcode lookup in the Scheduler was not accessing the same code list as in the charge and credit entry forms in OM. Now that the correct sortcode list is being used, the sortcode selected in an appointment comes over if the appointment is imported to the daysheet in OM.
• NEW: Great new feature! There is now a new item on the pop-up menu in the Scheduler that permits you to copy the selected appointment to another date. It is similar to the Reschedule feature, except that the original appointment remains intact. This provides a quick way to enter the next appointment for a patient.
• FIX: The resource option "Allow scheduling by more than one provider" was not being saved.

• FIX: Adding a new block appointment period resulted in an Error 30. Fixed.

• FIX: The Search Appointments (Query) feature was not hiding providers the current user has not been configured to see. Now when you create an appointment query you will be able to select only those providers to which you have been given access.
• FIX: When adding a schedule block, an error (Error 30, Entry Not Found) was displayed.

10/14/08

• NEW: When adding an appointment block for one provider, you can check an option at the bottom of the window to apply the block to all providers. This new feature is handy for office holidays and similar events.
• NEW: Added a legend at the bottom of the Day and Week appointment views to remind users of the meaning of prefix symbols ">" and "*".
• FIX: In some situations it was not possible to successfully enter or save an Appointment Sortcode.

02/16/09

• No new changes.

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-----------CASE MANAGER ---------------
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• NEW: When copying a treatment plan or applying a treatment plan template, you now have an option to specify the date you would like the new items to receive.
• FIX: Tagging treatment plan details in progress notes can again be done by double-clicking. This feature had been temporarily disabled by the introduction in 2007 that allows you open lookup windows in CM by double-clicking.
• FIX: Progress notes entered out of sequence did not sort chronologically in the Progress Notes report.
• FIX: Resolved an issue that under certain conditions caused a formfeed while there was still available space on the current page for more text.
• FIX: Under certain conditions prescriptions would print twice.
• FIX: Added a fail-safe to prevent additional care episodes from being added to a patient in the standard version and marked as the current episode.
• CHANGE: Added a sticky user option to include/exclude user-defined fields when copying a progress note to other members of a group.
• FIX: The default progress note date was being updated any time you opened a progress note, including when reviewing old notes. Now works as it should, updating the default only when you add a new progress note.
• FIX: Resizing the Dosage column of the patient's prescription list would cause the display of data in that field of the list to be lost. You can no longer resize that column.
• FIX: A user was somehow able to save an invalid signature row to the database, which caused subsequent attempts to sign new entries to be blocked by a message that the entry had already been signed. A new rule in the database prevents such rows from ever being saved, eliminating the problem.

• FIX: Some users were reporting missing records because CM was incorrectly creating a new care episode for the patient and linking new entries to it rather than the original care episode. The entries associated with the original care episode were then inaccessible until corrected by SOS support staff.
• CHANGE: When adding a new CM record set for an existing account in OM, CM would default the intake date in the CM care episode to the current date. Changed to default the intake date of the first care episode to match that in OM, if present.
• NEW: Added new tool in DBA Utilities (Admin > Database Utilities) to repair the care episodes issue noted in the previous item.
• CHANGE: When copying a treatment plan from a template or another patient, you can now specify a date for the copied treatment plan entries. Previously they would all be given the current date.
• FIX: The highlight bar for the patient list now will return to the same row after making a change to a patient record.
• CHANGE: The prescription option for "Generic OK/Dispense as written" is now a sticky setting by user. When you create a new prescription, the option will default to whatever you last used.

• No new changes.

• No new changes.

• FIX: The Search function on the Attachments page was not filtering based on patient as it should have.
• FIX: The toolbar help text now displays the window and control name for Supervisor users.
• FIX: "Hide in list" users no longer appear in the tag list used to set providers' scheduler visibility to specified users (Provider Form button).
• NEW: Added a filter for the prescriptions list so you can hide all but the currently active prescriptions. The new option is located on the filter (funnel icon) window of the patient Prescriptions list.
• NEW: Added "Renew/Replace Prescription" to the Prescription List toolbar (pills with circular arrow icon) and context (right-click) menu. Choosing to renew a prescription copies the selected prescription, resets the dates, and opens it for additional adjustments. When you Save & Sign the renewal, the old version is stamped with a discontinue date and your selected renew/replace reason, making the renewal process much more efficient. If you select "Replace" rather than "Renew", the same process occurs, except that the old prescription values are not inserted as defaults in the replacement prescription. Make sure you add appropriate reasons to Lookups > Drop Lists, section "Reasons", category "for Renewing items".

• FIX: Some databases experienced a very long delay when opening the Patient List. The list is now working correctly, coming up within a few seconds even on databases that experienced very long delays before.
• FIX: Clicking the record info button (small question mark button in upper right corner of window) on the Progress Note form would not show the record information (though just hovering the mouse over the button displayed the correct data).
• FIX: The same bug (immediately above) prevented the Tools > Sign Previous Entries utility from working. It now works as it should.
• FIX: Clinical Status Summary report -- Corrected bad page break if there is a long Summary Note, added a filter to print only the current, signed version of progress notes and summary note, and, if Pro Version, only those associated with the currently selected care episode.
• FIX: Progress Notes report -- There was still a situation with long progress note entries that could cause a premature page break. Also added filtering to print only notes associated with the currently active care episode (in Pro Version). Also now filtering out unsigned prescriptions and fixed the conditional printing of Summary notes.
• NEW: If adding a new patient from within Case Manager, the system will display a warning and there is already a patient (active or inactive) with the same name and date of birth. (The same feature will appear in the 2009 release of Office Manager, but for now it is only present in CM.)

This list contains the changes made in Release 2007.

============================================================
2007.02: Changes, Additions, and Fixes Since Release 2007.01
============================================================

• NEW: Added the ability to easily encrypt the database using an option in the Rebuild Database utility. (Not included in the initial release, pending further testing. Available on request.)
• CHANGE: The Rebuild Database utility can no longer be started from the command line. You must launch it from the Admin Module > DBA Utilities. This change will prevent unauthorized users from generating an unencrypted copy of the database for potentially illegitimate purposes.

• The Database Rebuild Utility available in Admin > Database Tools now includes options to rebuild your database with either simple or (soon) strong encryption. Encryption of your database prevents others from being able to scavenge text information directly out of your database files using a file editor or viewer. Encryption is especially important for those who transport laptops holding SOS databases or who take unencrypted backups off-site. A new web site document explains your encryption options in detail. See: http://www.sosoft.com/fod/doc111-databaseencryption.pdf

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-----------OFFICE MANAGER ------------
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• NEW: OM will now display a warning if you enter a duplicate charge. "Duplicate" is defined as a charge entry for the same patient, date, provider, and service. You can continue with the entry if you like; it is just a warning.
• NEW: Electronic filing of secondary claims often requires that information about the primary payor's handling of the claim be included with the submission. OM now provides the ability to manually enter the claim adjustment reasons (the reasons the primary payor denied or did not pay the entire claim) from information on your primary payor's EOB. Claim Adjustment Reason codes and amounts are now added automatically for OM users who are currently enjoying the automatic posting of payment information in the ANSI 835 electronic remittance advice. When you do your secondary (electronic ANSI 837 format) claims, the claim adjustment reasons are included and serve the same purpose as enclosing the primary's EOB does when filing paper secondaries.For details about using this new feature, please see: http://www.sosoft.com/fod/544-claimadjustmentreasons.pdf.
• NEW: Added report "Account Period Summary by Primary Provider". This is the same as Account Period Summary, but the output is grouped and subtotaled by primary provider.
• NEW: The Supplier form (Lookups > Suppliers) now contains a "Supplier bills insurance as a Group" checkbox indicating that the Supplier should be treated as a Group rather than an individual when generating electronic claims. In the past the "group filer" property was inferred from other settings, which could be ambiguous.
• NEW: A new system option allows you to see zero dollar charge splits in the Outstanding window on the Credit entry form. (Setup > System Options, Transactions tab. "Show zero charge splits in Credit Form" checkbox option in lower left of window.) Selecting this option would permit you to apply a denial credit to a zero charge split that caused a claim to be generated.
• NEW: Users designated as Security Administrators can now set a new provider's visibility in the scheduler without having to go the Admin Module. Here is how it works (only for Sec Admin Users): Lookups > Providers, double-click the provider in question to open the form. Select the Scheduler tab. Click the button at the bottom left of the form. A list of users will appear. Tag (by clicking) those who should be permitted to view this provider's schedule. When done, save with the checkmark icon.
• NEW: When the "Show Splits" option on the ledger list window is enabled, the Credit Splits window in the lower right now shows a "remark" giving additional detail for the credit, such as check number or adjustment type.
• NEW: Users may now select an option on the Claim Batch options window to include the policy position on the top line of the insurance address printed in the top margin of the form. If the option is selected, the policy position is printed  to the right of the carrier name within a pair of French brackets, eg:  {1}. This is a "sticky" user option. (Note that this feature is only for printed, not electronic, claims.)
• NEW: You can now select a Supervising Provider at the bottom of the Additional Tab of the Provider Form for those providers who require supervisors to be included when filing electronically.
• NEW: The Provider form now has separate fields for the last name, first name, and initial for the provider name to be included when filing electronic claims. This addition allows for an electronic claim filing name that differs from the provider name at the top of the Provider form. Paper claims continue to use the "Text for Block 31" as previously.
• NEW: (Pro version) The Claim Setup form now has a checkbox at the top to "Set as default for new charge entries". When you enter a new Claim Setup, check this box to make this new one the default. After the initial entry, you can set this option on any Claim Setup in the patient's list. Whichever one was previously the default will be replaced by the one with this option set. The current default CSU appears in red in the list.
• FIX: When entering transactions, if the previous patient had a default sort code, but the current patient did not, the previous patient's sort code would remain in the Sort Code field. 
• FIX: Automatic MC Authorization assignment had not been implemented when doing a transfer using the Transaction Guide. It is also now implemented when doing a payment with transfer of a partial balance in the Credit Entry form.
• FIX: When copying a previous charge (Copy Previous feature) with the option to copy the splits, the split dates were being set to the current date rather than the service date.
• FIX: The report "Month End Summary Grouped by Sort Code" (file name MESBYSC0.RPT) has been restored to the Reports > Accounting Reports menu.
• FIX: The remarks field in the Refund Guide now permits a comment of up to 128 characters.
• FIX: The "Aging by Primary Provider" report now prints only patients who were in the Active List on the aging date.
• CHANGE: The "Include previously billed items" checkbox on the insurance batch setup window is no longer "sticky". When you open this form, it will now be cleared to prevent accidental inclusion of charges that have already been billed.
• CHANGE: The prompt "Service Buckets" on the MC Authorization form has been changed to "Service Categories". (The term "Service Buckets" will continue to be used only for those customers running the MAPSS module as well.)
• FIX: In very rare situations, it was possible for another patient's Claim Setup to be selected for a charge in the Pro version, resulting in an error on save. 
• FIX: Transactions were marked as VOID even if you canceled instead of saving a VOID action.
• FIX: Corrected a problem that presented when using Copy Previous and checking the option to copy the original splits. If the copied item included transfer splits, the copied transfer splits would not be valid and therefore would be deleted when the new copied charge was saved. Transfer splits are no longer copied by Copy Previous.
• FIX: The CMS claims completion guide states that the diagnosis pointers in block 24E should not be separated by spaces, as was previously done. Now OM will print "1234" instead of "1 2 3 4".
• FIX: (Pro version) The message warning you not to change a Claim Setup diagnosis that was already referenced by one or more charge entries was not working correctly.
• FIX: The Enter Negative Credit Guide will no longer display refund credits.
• CHANGE: The supervising provider field in Carrier-Specific Provider ID's is now a lookup field.

• NEW: Added Medicare paper claim formats that blank block 24J if not billing as a group.
  
• FIX: Some forms were displaying the wrong information when you click on the "info" button (the small question mark button in the top right corner of the form).
• FIX: Provider selection in Aging by Provider report was not working, and correct aging date did not always print in report header. Also improved the appearance of the report.
• FIX: Corrected various issues with the UB-04 (new institutional claim form) and added block 66 (dx type) to the UB Claim Setup form for OM Pro users. In addition: 
  - The form will now print 22 lines instead of overflowing after 20.
  - Now permits revenue codes up to a value of 3109.
  - Appropriate revenue codes will now result in units being interpreted as days. Daily rate is derived by dividing the total fee by the number of units/days.
  - A situation was found in which the totals for detail line 23 were not getting created.
  - Claims were not being created when a charge was transfered from payor one to payor two, then back to payor one.
  - Block 76 (provider name) will use the "Name for Ins Claim Filing" fields on the Provider Form if they have been entered, rather than the provider first and last name entries.
• CHANGE: Made several code changes in our continuing efforts to eliminate the Function Sequence Errors experienced by some users.
• NEW: New "Alternate Statement" format added. This statement is a hybrid with some features of both the open-item and the period statements.
• FIX: Using the Transaction Guide to enter a transfer would result in a "Record Insert Error".
• CHANGE: Added the "Patient #" column to all patient lookup/selection lists.
• FIX: Simple Ledger report was omitting negative entries as well as zero entries if the option to suppress zero entries was set. The absence of negatives threw off the totals and balances on the report in accounts where such transactions were present.
• FIX: Sometimes the loading of electronic remittance files (ERA / ANSI 835) would skip some items.
• FIX: If you print a superbill for a charge entry with a decimal value for units, the units value will now print on the superbill exactly as it appears on the charge entry. The superbill had previously only printed whole numbers.
• CHANGE: Per CMS, if a nine digit zipcode is provided for a facility to be printed in block 32 of the paper claim, all nine digits will now print, in the form 12345-1234.
• NEW: Added sticky user option on the Ledger By Charge view to open the view in collapsed mode.
• FIX: In certain situations, you could select a value from the drop list for "relationship to insured" on the policy form, but a different value would show up on the screen. 
• FIX: Corrected a problem with the data links in the Claim Adjustment Reasons list box.
• NEW: Although SOS strongly recommends that those with more than one database continue to use SOS's internal "Patient #" value as the account identifier on insurance claims, there is now a new system option that allows you to revert to the use of the Account ID as the identifier on claims. The main issue here is the posting of credits based on the information contained on your EOB's. The identifier sent on claims is frequently the one that appears on the EOB. The new option can be found in Setup > System Options in OM.
• FIX: Voided charge splits will no longer appear in the Outstanding list of the Credit Entry Form, even if you enable the option to show $0 splits.

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-----------SCHEDULER --------------------
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• No changes since the last 2007.01 patch.

• NEW: Added Pt Number column to the patient list.
• FIX: An error message appeared when you attempted to add an appointment block from the Day View window.

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-----------CASE MANAGER ---------------
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• NEW: Added several enhancements to the pending prescriptions list (File > Rx Pending). Signed prescriptions are now shown in bold font. There is now a column displaying the provider. You can now filter the list so that it shows only the pending prescriptions for a specified provider (signed, unsigned, or both).
• NEW: Although Therapy Notes do not have the formal signature and revision feature (as opposed to Progress Notes), they now have an audit trail. You cannot easily view previous versions of the Therapy Notes, but they are automatically saved in the database and can be queried or printed if the need should ever arise.
• NEW: All prescription printouts now include the patient's date of birth.
• NEW: There is now a "record information" (the tiny question mark button in the upper right corner of the form) for Progress Notes, Treatment Plan Details, and Prescriptions. Clicking or placing the mouse pointer over that button shows when and by whom the record was originally created, and most recently changed, along with the internal record number.
• NEW: Primary insurance coverage is now displayed on the Prescription entry form (if that information is available in OM).
• CHANGE: Allergy information is now displayed more prominently on the Prescription entry form.
• FIX: Duplicate Progress Note Feature was changing original rather than copying original when you selected the option to not copy the text of the previous note.
• FIX: When saving presciptions user would sometimes get an error "index UOPIUSERIDDESCRIP would not be unique".
• FIX: In Standard version the highlight would sometimes move to a different patient in the list after closing a patient record. It should now remain on the patient with which you were just working.
• FIX: It had been possible to save blank entries to the lists in Lookups > Drop Lists. Entries with blank description fields are no longer permitted. (You can save with a blank code, if needed, but you must provide a description such as "Blank".)

• FIX: Title bar for template form was incorrect when doing Lookups > Templates, Add.
• NEW: You can now specify prescription numbers on printed prescriptions through an option on the prescription report setup.
• NEW: Added support for printing "Electronically signed by..." on prescriptions.
• CHANGE: The Pending Rx list now has filter settings that are independent of those used in the patient prescription list. Changing the filters in one of those lists no longer has any effect on the filter used by the other list.
• FIX: In serveral parts of the record, attempts to revise/delete and re-sign an entry originally added and signed by another user resulted in an inappropriate error message about the item already being signed. It was necessary to save without signature and sign as a separate step.
• FIX: The progress notes list was displaying previous versions of revised entries if the "Show Deleted" option was checked in the filter conditions.
• FIX: Major performance improvement for the Pending Rx list.
• CHANGE: If the only change to a prescription is to its status (Pending/Called/Written), the system will not create a revision and therefore there will be no need to re-sign.
• NEW: Most lookup fields in CM can now be triggered by double-clicking as well as by the traditional F2 and right-click. This new feature makes the product much easier to use on tablet computers where the right-click operation does not always work so well.

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

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.

• 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: 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.

• 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.)