PracticeQ Changelog

Welcome to the PracticeQ Changelog! This is where you can see a running list of all the changes implemented in practiceQ recently.

Feel free to reach out to us with any questions about what you see here.

Product Updates for March / April 2024

1. Invoice Clients When Manually Cancelling From the Calendar

Those with the proper permissions will be able to invoice the cancelling client directly from the cancellation screen. Options include: Do Nothing, Create Invoice, Waive Fee and Auto-Charge. Check out the article here.

2. Viewing Measure Scores Over Time - Measurement-Based Care V1

View matrices scores over time so you can measure the client's progress during care. View more information about how to get set-up here.

3. Close Out Pay Periods and Manage Adjustments

Freeze the previous income periods by closing them biweekly, monthly or semi-monthly. Read more here.

3. Update Upcoming Appts When Service Price is Changed

When updating the price for a service, you can now update all upcoming appointments with the new service price. This will not affect existing draft invoices. Read more here.

Product Updates for February 2024

1. Single Report for Missing Session Notes and Unlocked Notes

We added a new filter so you can see both Missing Session Notes and Unlocked Notes in the same report.

2. Allergies Question Type

Record the client's allergies directly from the note! We make it easy to view the allergies from the intake and input them into the chart so they can be used when prescribing. 

3. Search All Notes or Intakes by Keyword

Looking for something but can only remember a snippet? Search all notes and intakes by Keyword from their respective lists.

4. Additional Body Map Images

We added a couple new free-drawing body map images that can be used in Visit Notes.

Product Updates for January 2024

1. ePrescribe Dashboard Queue

There is now a dashboard widget practitioners can add to their dashboard that will display the queued up medications for the practitioner. 

2. Updated the Color of Cancelled Appts

For services without a defined color, the cancelled appointment shows as grey with crossed out text.

3. Can Set 100% Coinsurance

From the coinsurance fields, you can now set this to 100%. This will pull the full allowed amount.

4. Ability to Alphabetize the Product List

You can now choose the sort order of the products and product packages. This order is also reflected when adding the products to the invoice.

The order on the main Products list defines what order the products will be displayed in on the invoice:

Product Updates for December 2023

1. Session Tracker Updates

We made some updates to the Session tracker including:

  1. Ability to add up to 8 trackers
  2. Ability for the tracker to track specific services, not just sessions
  3. Ability to add a note that is viewable from the tracker
  4. Ability to set the color
  5. Added a task triggering options for whichever comes first, session total or end date.

2. Product Packages

You can now create a package of products that you can add to your invoices that will add multiple products with a single SKU. Create care packages that you can reuse over and over!

3. Payer Settings Updates

From the payer settings, (Lists > Claims > Payers tab), you can now do the following:

  • Define the out-of-network practitioners for the payer
    • If an insurance client books with an out-of-network provider, they will be charged the normal fee for the service and bypass the copay and coinsurance process. This will prevent you from having separate services to cover this scenario.

  • Define the allowed amounts by provider
    • Do your providers have separate allowed amounts by your payers? You can now define those in the allowed amount section of the payer settings. When an insurance client books with an in-network provider, the coinsruance will be calculated by pulling the percentage from the allowed amount defined by the provider.

4. Add Mental Health Note Templates to the Standard Forms Area

  1. Mental Health - Treatment Plan
  2. Mental Health - Discharge Summary
  3. Mental Health - Progress Note
  4. Mental Health - Initial Assessment
  5. SOAP Notes (Existing)

Product Updates for November 2023

1. Inventory Management

Track the products added to your invoices and get notified when stock counts get low or a lot is about to expire! Learn more at the link and go to "Lists > Invoices > Invoice Settings > Products > Edit Product" to manage your inventory for that product.

2. Ability to Calculate Coinsurance from Allowed Amounts

There is now a place to enter allowed amounts by payer in the payer settings. If these are defined, we can calculate the coinsurance and apply the correct charge on the invoice that the client is responsible for. You can also define a copay and coinsurance by code from the client profile.

You can also define different copay and coinsurance amount by code on the client profile. See more about that here.

2. Setting to Group Appointments from the Same Practitioner on One Invoice

When you create an invoice with multiple appointments that are booked with different practitioners - this allocate the income correctly to the owner of the appointments.

3. Added Ability to Unshare a Credit Card from 2 Clients

You can now unlink a client from a shared credit card. Go to the client the card is shared to and use the "Unlink from Payment Provider" option on the "Cards" tab.

4. Added "Paid" Column to the Outstanding Insurance Report to Show Copay/Coinsurance Totals

The already paid amounts were split out from the main totals to provide more accurate outstanding total.

5. Sorting by Role on the Team Page

You can now sort by role and assistant name from the Team Page. This is helpful for those with alot of assistants.

6. Claims API

We have added a Claims API to our API library so you can now connect and GET the claims for your clients. See the API documentation here.

Product Updates for October 2023

1. pQ Pay - Added Settlement Date to Better Reconcile What's Been Deposited

For pQ Pay users, the settlement date is now visible in the following places:

  • Invoice Payment Details
  • Payments CSV Report
  • Income Report UI

2. pQ Pay - Added Ability to Verify a Credit Card by Running a Pre-authorization When the Card is Entered

Under “Booking Settings > Payments”, there is a new setting to enable a pre-auth to be run on a card as it is entered into the system. This checks the card number and date and puts a 1 cent hold on the credit card to validate it is a correct card. The hold is then voided and no funds are deducted. The customer may see these transactions on the payment dashboard but the client should not see them on their statements. This reduces the ability to enter a non-valid card.

3. pQ Pay - Added a Permission to Give Roles Access to the pQ Pay Payment Dashboard

You can now grant other roles access to the pQ Pay Payment Dhashboard. Head to "More > Team > Roles". You can find the permission now under "Special Permissions".

3. pQ Pay - Filter for Hiding New Clients and Dismissing Non-Card Holders from the 'Potential Card Issues' Dashboard Widget

You can now filter out new clients that haven't had a chance to add a card yet as well as a way to dismiss individual clients off the list. You can dismiss for 30 days or dismiss permanently.

3. Fullscript - Button Changes to "Open Draft" When a Draft has Been Started

We changed the button so it's clearer when a draft recommendation has been started for the client.

4. Collapse / Expand Control for Sections on the Live Note

When you use the "Section" question type on the note template, you will now see an arrow control to collapse or expand anything  in that section on the note. You can click the whole line to expand / contract, not just the arrow button.

There is a collapse/expand all button under the (X):

5. Change the View on the Client's Prescription Tab

Seeing duplicates on your Prescription list? You can change the View by using this button!

5. Dedicated Place to Enter Allowed Amounts so We Can Calculate the  Coinsurance

We now have a place to record a client's coinsurance in the insurance section of the client profile. For this to work. You must enter the your allowed amounts from the insurance company under the payer settings.

If a coinsurance is entered, the copay will not be used to determine the client responsibility for an invoice. The coinsurance percentage of the allowed amount will be used.

6. Set the Team Calendar to Load Upon Login

Under "More > Settings > Settings", you can now choose the Team Calendar - Week View to load up as the first page you see when you log in. This should save a few clicks for those utilizing the Team Calendar.

Product Updates for September 2023

1. Income Reconciliation - Breakout of Income by Payment Processor, Manually Entered Payments

From Reports >Income, the display is now separated out into payments received through your credit card processor and any manually entered payments.

By clicking into the total of the manually entered payments, you can see the payment method recorded for the payment. 

UPDATE 9/22/23: Insurance Income split out by payer.

The Insurance Income section has been split out into by payer.

UPDATE 9/26/23: Income report line item for coupons and discounts.

We have added a line item that will show the total of all the coupons and discounts that were used during the time period.

2. Updated Placeholder Text on Booking Widget and Portal

We have updated the field labels and placeholder text on the booking widget as well as the fields for signing up for the portal to make it more clear what information is needed. We also want to reduce the likelihood that a client would try to sign in with different names as well as making it easier for third-parties to understand whose info the form is asking for. 

Booking Widget

  • "Enter your information" was changed to "Client Information"
  • "Client's Name" was changed to "Name"
  • "Client's Full Name" was changed to "First and Last Name"
  • "Your email address" was changed to "Email Address"

Booking Widget Login

  • "Your Full Name" was changed to "First and Last Name"

3. Bulk Upload Coupon Codes

You can now paste a list of codes directly into the Coupon field. This will save time when create coupons with the same details.

4. Google Meet Setting for "Do not add clients to the Google event attendee list" Defaulted to Off

The setting for "Do not add clients to the Google event attendee list" is defaulted to on to avoid names showing on the attendee list unintentionally.

5. "Potential Card Issues" Dashboard Widget

For pQ Pay Customers Only. Our integration with our own processor allows us to pull this information directly while other processors do not have the ability to pull the info easily.

This new dashboard widget will show you upcoming appointments where there is no card on file or the card on file will expire before the appointment date. Note that this does include appointments where the client has not completed their form.

6. Custom CPT Pricing by Practitioner Carry Forward to Superbills

If a practitioner has a custom CPT price on the service, it will carry forward to the superbill.

7. Updating Existing Appts When Custom Fee Schedule is Changed

When editing the custom fee schedule for individual clients on the client profile, you can apply the changes to already booked future appointments by clicking the checkbox before clicking the save button.

Product Updates for June / July 2023

1. Ability to Filter by Multiple Services

From Lists > Appointments, you can now multi-select the services to filter the list down to. This filtered view should also apply to the CSV download.

2. Display Overlaps When Scheduling Recurring Appts

By turning on the following setting under “Bookings > Booking Settings > Settings > Recurring Appts”, you will be notified when booking recurring appointments that an already existing appt is in the spot you are looking to book. You can then choose another time or bypass the warning and book anyway. 

Note: Clicking the date field will bring up the calendar.

3. ePrescribe Updates

  • Write a script from a note:
    • ePrescribers can create a script now from the “More” menu from inside a note.
  • “Medications” question type
    • Users can now add a “Medications” question type which will allow the following:
      • On questionnaires - the question type will list the medications for the client so they can confirm which meds they are taking
        • Visit Note: Providers can see the clients medication list from the question type so they can confirm the client is still taking and prevents manual entry.
  • 8.“Pharmacy" question type
    • Similar to the medications question type, the office can add the pharmacy question type to intakes and visit notes so the client or provider can confirm the client’s preferred pharmacy. Prevents manual entry.

Medication Question Type - Client View (Unlocked):

Pharmacy Question Type - Client View (Unlocked):

4. Subfolders in Client Files

Users can now add subfolders to client files to keep things better organized.

Note: Duplicate files names are not allowed.

5. Names are Clickable on More Lists

The name of the client is clickable now on the following lists. This link will take you to the patient. profile.

  • Intake List
  • Appts List
  • Invoices List
  • Claims List

6. Good Faith Estimates

You can now create Good Faith estimates from the client's timeline from within practiceQ. Click here for more information on how to issue a GFE to your clients. 

7. Ability to View Forms and Notes from Within a Note

From the Client's Timeline, simple hold [SHIFT] or [CMD / CNTRL] and click the note or form to view in as a slideout. This can be helpful when you need to refer to other information while writing notes or viewing another tab on the profile.

7. Google Analytics 4 Support

Just enter your GA4 Measurement ID to complete your GA4 transition. Click here to view more about how to get set up.

8. Note Status Column and Note Status Filter Added to Bulk Claim Creation and Lists > Appointments

You can now view the note status from the Appointments list and filter by note status when bulk creating claims. This will help you only create claims for locked notes!

See note status when viewing the appointments list:

Filter by note status when bulk creating claims:

9. More Options When Staff Cancels an Appt from the Calendar

Add more details about the cancellation when cancelling from the calendar. After you click the orange "Cancel" button, you will see the following options to provide additional details. These details will display in the CSV and on the client timeline. You can also choose not to enter these details and just click the "Confirm Cancellation" button. Ream more here!

10. Allow Custom Price Schedules per Client

Clients can now have custom price schedules. These can be managed from the client's timeline. Click here to learn how to set clients up on a custom schedule. 

Product Updates for May 2023

1. RTF Formatting Options for Visit Notes

We added the option to add an RTF toolbar onto Open Answer Question Types that have answers with multiple lines.
To enable this, you will need to check the “Include Rich Text Formatting” for the question on the note template and the toolbar will show on the live note. The formatting will pass through to the PDF.

2. Third Party Contacts

You can add non-client contacts to a client from the client profile. This is helpful when the client has other people that need appointment reminders, a separate portal channel and to handle billing for the client. The most common scenario where this functionality would be useful is the child/parent scenario.
CleanShot 2023-05-26 at 13

Product Updates for February/April 2023

1. ‘Last Session’ and ‘Next Session’ columns can be added to the Client list

You can now see the date/time of the clients previous session and next scheduled session if you add the columns to the Appts List. If no session exists. It displays “None”. Note: The ways these were pulled in does not allow them to be sorted or downloaded to the CSV.

2. Provide a Way to Auto-Charge Invoices Updated by the ERA

For claims, when the ERA comes back and updates an invoice with a patient balance, instead of auto-charging the client due to possible errors from the payer, we have added a new filter for this scenario on Lists > Claims > Appointments > Payments Filter. Users would be able to filter, select all and do a Bulk Action to auto-charge those clients.

3. Total Income Financial Reporting Widget for the Dashboard

This shows total income by practitioner on the dashboard.

4. Ability to Filter by ‘Tag’, ‘Note Status’ and ‘Billing Type’ on Claims > Appts

Further filtering can prevent billing errors. Now you can see all appts with unlocked notes so they know what to follow up with so they can submit claims.

5. Ability to Filter by ‘Tag’ and ‘Note Status’ on Claims > Create Claims

Now you can see all claims with locked notes so you know the claims is ready to be submitted.

6. Payer Overrides - Allow the same code with different modifiers

This allows for different modifiers to be applied to the same code as long as there is a different Place of Service. Helpful when you are using the same code but a different modifier depending on if it’s telehealth or in-office.

7. ‘Last Modified’ column added to the Lists > Appts CSV

This will give the date the appt was last updated.

Product Updates for January 2023

  1. Add DoS to Claim Line Item When Selecting Claims to Add to Payment
  2. Display Reason Codes for Denied Claims
  3. Added Resend Intake to API
  4. Display the EOB for the Electronic Claims
  5. Allow a Scheduled Email for "Time After Booking"
  6. Add Role Permission to Limit the Deleting of Packages
  7. Display DOB + Age on Appt Note
  8. Missing Notes Dashboard Widget
  9. Add a New Filter for Claim Warnings
  10. Add Filter for Invoices updated by ERA so Can Autocharge Balances
  11. Mulit-Location Support - Location Based Access to Note Templates

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