2015 Enhancement Release Notes
December 18, 2015
•Payments Transaction Report - the credit card type is now shown on the Payments Transaction Report
•Reminders - a configuration setting has been added to set you to continue sending reminders even after the patient has confirmed
•Electronic Signature - when adding your electronic signature to a document (attachment editing) the informational line font size is now larger
•Buttons - the color scheme on buttons has been changed to blue/gray
•Patient/Contact Searches - improved the patient and contact search processes regarding first and last names
December 4, 2015
•Refer & Share - this new feature lets you invite other practices to use the Updox Secure Messaging application for free
•Folders - when you move between folders the application now remembers which page you were last on in each folder
•Patient Portal Opt Out - a new button in the Address Book lets you opt a patient out of receiving secure messages and healthcare records in the Patient Portal
•Fax Coversheet - you can now add multiple fax coversheets and then select the one you want to use when sending a fax
November 24, 2015
•Practice Settings - the "Keep items..." settings will enable you to automatically move items from the Sent folder to the Archive folder to the Trash folder
•Fax Coversheet - new tools have been added to format your fax coversheet
•Patient Portal Settings - a new setting lets you select which users a patient may send secure messages to
•Patient Portal Settings - a new setting lets you control if patients can send messages to multiple recipients
•Patient Portal Settings - a new button lets you see a Preview of the Patient Portal based on your configuration settings
•Reminders Dashboard - a new button lets you print the reminders
•System Folder - a new folder has been added for the non-vital system notification messages (these message will no longer show in the Inbox folder)
•Analytics - a new button lets you download a spreadsheet of patient information from the Tools > Analytics function
•Address Book - Patient Appointments - a new click in the Address Book > Patient Portal > Appointments tab lets you quickly view/change a patient appointment
November 6, 2015
•Compose - the attachment frame in the Compose window has been updated to handle non-standard object shapes
•Faxing - great news for those one time faxes - you can now send a fax to a new number without creating a contact by using the "Quick send to" feature
•Spam - there's a new feature in the Spam folder that lets you delete all the Spam messages with one click
•Tags - in the Inbox Workspace you can now display the tag name by hovering your cursor over the tag
•Tags - you can now close the tag picker bar without selecting a tag
•Fax Coversheet - the time zone has been added to the current date on the fax coversheet
•Appointment Calendar Blackout Dates - you can now block out dates on your calendar to prevent appointments from being scheduled on those dates (e.g. vacation)
•Patient Payments Transaction Report - you can now select a date range for the transaction report in addition to a single date
•Inviting Patients to the Portal - in the Address Book, on the Patient Portal tab there's a new Re-Invite button that lets you resend the email inviting the patient to the portal
•Attachment Editor - you can now use your computer's Copy & Paste functionality when adding a rectangle to the document you're editing
October 30, 2015
•Compose - we changed a few of the labels to better fit the communication method you select (e.g. "Message" instead of "Notes")
•Compose - when adding additional recipients the communication methods are now listed as buttons instead of a list of check boxes
•Compose - new colors for the Send and Discard buttons
•Compose - the “Include History” checkbox will now only appear when there is History to include
•Compose - the “Set EHR user ID” warning message has been removed for all communication methods except for “Send to EHR”
•Fax Coversheet - the current date is automatically added to the Fax Coversheet
•Fax Contact - a new icon in an incoming fax lets you quickly add the contact to your Address Book
•Print Schedule - a new function to print appointment schedules
•Payment Notifications - an Inbox notification is now sent if a payment fails
•Search - a search can also be initiated by clicking the magnifying glass icon
•Workspace - increased the size of the date in the Workspace
October 23, 2015
•Compose - the Compose window now shows the names of all recipients when sending a fax to more than one
•Print - when printing documents from the Inbox the extra pages have been removed
•Categories - you can now specify a default category when importing items into the EHR
•Users - changes to users now take affect immediately (the user no longer needs to log out then back in)
•Attachment Editor - a Print button has been added to the Editor tool bar so you can print without exiting
•Attachment Editor - when signing a document the signature image is now smaller to enable better placement on the document
October 16, 2015
•Refresh - a Refresh button has been added to the tool bar so you can now refresh the screen directly within the application instead of using your browser's refresh functionality
•Home Page - to streamline the look of items in the workspace the columns have been rearranged: 1) Item Type, 2) Date/Time, 3) Subject, and 4) Sender
•Drag and Drop - when you drag and drop files into the Inbox the screen now automatically refreshes
•Drag and Drop - the progress bar now automatically closes when the upload is complete
•Compose - the entire Compose window now displays without having to scroll when you're using a small monitor with low resolution
•Compose - the attachment area now shows more pages per row to reduce the need to scroll
•Faxing - to reduce the number of keystrokes to send a fax the application now remembers your last settings (e.g. send coversheet, send as practice, etc.)
•Direct Messaging - incoming Direct messages now display the healthcare category (covered entity, business associate, or patient) of the sender to further identify the source of the message
October 9, 2015
•Reminders - when a patient has multiple appointments in a short time period (e.g. same day) they may not want to receive a reminder for each appointment; a new setting in Reminder Rules lets you send a single reminder for those multiple appointments in the selected time frame (1 hr, 2 hrs, 4 hrs, or same day)
•Reminders - you can now control patient appointment reminders on a calendar-by-calendar basis with the new setting in Scheduling > Calendars
•Reminders - you can now control patient appointment reminders by appointment type with the new setting in Scheduling > Appt. Types
•Patient Portal - patients can now add attachments to the messages they send to the practice
September 25, 2015
•Reminders - changes to reminder rules are now automatically applied to existing reminders instead of asking if you want to (saves a click!)
•Attachment Editor - the editor tool bar now follows as you scroll down the page
•Compose Quick Edit - when adding a contact on the Compose screen you can now also optionally enter the email/Direct address and fax number.
September 22, 2015
•Attachment Editor - the attachment editor has been updated with a new look and new tools
•Direct Message Compose - a banner message displays to let you know the level to which the recipient's identity has been verified by a registered authority (e.g. credit bureau)
•User Management - the list of users is now organized by active then inactive users
•Folders - messages in the Sent folder now display the name of the recipient
September 4, 2015
•Keyboard Shortcuts - added ability to use keyboard shortcuts in the Web App
•Send to EHR - added ability to select 'None' in the Notify doctor field
August 27, 2015
•Address Book - added ability to delete a contact
•Address Book - the Address Book search now waits for you to begin typing instead of listing all patients, users, and contacts
•Search - the Inbox, Sent, and Archive folders are now pre-selected in the Search
•Patient Portal - added ability to insert a hyperlink in the About Us field of the Patient Portal admin settings
•Send to EHR - added ability to search for a category or doctor if there are more than 10 in the list
•Multi-Select - added ability to select a range of items by holding down the <Shift> key and clicking the check boxes
August 14, 2015
•Greenway Intergy - added a custom Send to EHR for Greenway Intergy
•Reminders - the Reminders and Scheduling time zone settings are kept in sync when changes are made in either place
August 7, 2015
•Reminders - added ability to use your practice number as the caller ID for telephone and text reminders
•Reminders - if you've purchased Reminders you can now Scheduling settings (in Admin) for additional Reminder configuration options (control patient notifications, change a provider's name used in reminders)
July 28, 2015
•The Blocklist - new feature that lets you enter fax numbers to block; incoming faxes from those numbers will automatically route directly to the Spam folder
July 17, 2015
•DirectTrust Activation - user agreements revised
July 8, 2015
•Reminders - new setting that lets you remove the appointment cancel feature in reminders
•Reminders - telephone reminder message now plays twice within the call
•Inbox - when logging into the Inbox (or refreshing) items now automatically expanded or collapsed based on how you last left them (it remembers!)
June 19, 2015
•Reminders - new setting to let you define the start and end times for the blackout period
June 12, 2015
•Tags - increased the number of available tags to 20
•Spam - new feature to send an email or fax to the Spam folder
•MU Measures Reporting - new feature to report the raw numerators for the Patient Portal related Meaningful Use measures. Note: providers using an EHR integrated with Updox will still use the MU Reporting within their EHR.
April 24, 2015
•Analytics - new screen design
•Patient Broadcast - new screen design
•Patient Payments - now available when using Family Access in the patient portal
•Performance - improved speed to log in and present screens
•Practice Settings - new setting to define the practice timezone
•Reminders - new setting to block reminders on weekends
•Scheduling - appointment conflict messages now have more information
•Usage Information - new screen design
April 3, 2015
•Reminders - new add-on feature available to send appointment reminders
•File Upload - new feature to upload patient and appointment information files for reminders