'PPM' - Private Practice Manager Version Notes from 3.0 to 3.14e The system has been continually enhanced to include the following features:

General

• Departments added to 'PPM'
• Ability to backup Archived documents
• Option for New Patient to default to with or without cover
• International currency support
• Patient categories and reports added

Patient Data Screen

• Next of Kin details
• Combined Patient Data / Other Data / Billing Information (recommended for experienced users only)
• Drop down list of recall time periods for easy selection

Patient Care

• Further improvements to the Diary Screen with new Diary functions and Hospital Clinic List
• Temporary description changes allowed for procedures and diagnoses
• Improved patient search facility, can search by surname and initial
• Check for deceased when sending letters and invoices
• Detailed Overall Account Report added to Patient Financial History Screen
• Complications and Outcomes
• Change Billing Informations directly from Procedure and Consultation Screens
• Change Procedure Table directly from Procedure Screen

Word/Document Processing

• Additional merge fields for Letters and Medical Reports
• Ability to automatically CC letter to up to 5 other addresses
• Automatic Shortfall Letter and Labels
• Automatic generation of Appointment Letter based on date set up in the Diary Screen
• Ability to import Microsoft Word documents and store them in patient letter and report files
• Ability to combine a patient’s letters or reports into one Word file
• Ability to produce envelopes for financial documents
• Option to Append Recent Documents to single file

Reports

• Additional Patient Care, Financial & Analysis Reports
• Some Payment Received reports now include bank payment slip information
• Referral Analysis
• Report parameters changed so that individual patient reports can be produced.
• Ability to produce Graphs
• Ability to report by Department
• Bank Reconcilliation
• Allows to report 6 months into the future
• Recall report can exclude patients who already have an appointment booked

Financials

• Sort Bank payment slip by receipt no.
• Right-Click or F12 in amount to allocate box for speedier allocation of payments
• Calculator added to amount fields
• Change Financial Movement Report, sort by number and no patient grouping
• Ability to charge for Accommodation
• Audit Trail for modified invoices and payments
• Choice of reminder type
• Reminders split part paid and unpaid
• Ability to log fact that an outstanding invoice has been passed to a Debt Collection Agency
• Six additional multiple procedure discount tables with the ability to customise the label text and discount structure
• Separate Department Headers for Invoices, Receipts, Reminders and Statements
• Ability to enter zero value payments
• Ability to change billing address on existing invoices
• Ability to change department on existing invoices
• Ability to produce envelopes and address labels for financial documents
• Enter Payments and Overpayments screens re-designed
• Ability to modify Insurance details on existing invoice
• VAT option added to Medical Report Invoices and Arbitrary Invoices
• Invoice Factoring added
• Ability to reprint a range of Invoices
• Temporary suspension if Procedure Discounts
• Escape Key closed simple calculator
• Default option for Consultants Bank Account

Medico Legal

• Ability to view individual tabs on invoiced Medical Reports

Data Entry

• Recall Reason added to the Patient Data Screen and to the Recall Report
• Update Recall Date button also updates the Recall Reason
• GP Combo-box on Other Patient Data screen shows first line of Address

Consultation and Procedure Screens

• 'Get Last GP and First Symptoms dates' button added
• Interventions Notes now print on an invoice
• Procedure and Intervention notes boxes now expands to facilitate entry of long descriptions

Letters

• Insurance Company added to Shortfall Letter merge fields
• Shortfall Letter keeps track of previously sent letters
• Reminder Letters can be sent instead of Reminders
• Automatic un-archiving of letters when appropriate
• Storage of letters split in blocks of 5000 to speed up access
• Reminder Letters option added to Reminders

Data Management

• Ability to copy patients between datasets added
• Ability to copy Agents, GPs, etc. details to blank records added
• Ability to export patient demographics to CSV file added
• Dump data button added to report toolbar for export of report data
• Bluespier Interface added
• New Backup & Restore options
• Ability to Print Label / Envelope for GP’s / Specialist’s / Insurance Companies / Solicitor’s / Agents / Anaesthetist’s
• Dump data option for GP’s / Specialist’s / Insurance Companies / Solicitor’s / Agents / Anaesthetist’s

Diary and Lists

• New diary with improved performance and features
• Blocked times can have a description
• Ability to export appointments to Microsoft Outlook added
• Appointment Letters tracks when a letter has already been sent so that only letters not already sent can be printed
• Ability to export patient demographics to CSV file added
• A Recall Reason added as an Appointment Description can automatically be updated to the patient record as the Recall Reason
• Folio Number displayed on Hospital Clinic Lists
• When creating a new appointment system checks future appointments
• DNA option added
• On-Line booking facility available
• Ability to display multiple diaries at same time
• Detailed Theatre List added
• Patient code displayed alongside Patient Name on all lists
• Early Appointment required flag added
• Ability to book appointments from all views
• Weekly Resource and Location views added
• Ability to print on screen view of diary
• Ability to block multi slots and block alternate weeks

EDI

• EDI conforms to JEDI specifications
• EDI required field now lighter shade of grey for improved legibility

Templates

• Recall Date and Recall Reason added as merge fields to user defined Letters and Reports
• Unlimited number of User Defined Templates

Credit Control

• Additional days credit added enabling individual payment terms
• Ability to exclude statements to accounts that only have current outstandings added to the statement printing facility
• Ability to send Reminders to Patient Address rather than Invoice Address
• Page break option added to Solicitor Aged Analysis report
• Hand Over letter added
• Reminders on hold report added

Reports

• Solicitor and Agent Age Analysis added to Analysis Reports
• Small Outstandings Report added to Credit Control Reports
• Procedure Analysis changed to display Specialists for Hospitals
• Consultations & Operations Analysis Report added to Analysis Reports
• Reminders Due Report can display Account Name or Patient Name
• Separate reminder age periods for medical reports.
• Medical report age periods available in Aged Debtors Report
• Invoice Status Report added to Financial History Screen

Existing 'PPM' users download the latest upgrade here.