     MEDICAL OFFICE SYSTEM - UPGRADE LOG  05.00.00

     These changes, corrections and additions have been made to the Medical
     Office System since the May 2003 update sent.  If your support
     contract is currently in effect, these will be shipped at no charge.  We
     will be sending the corrected manual pages and new documentation
     as soon as it is ready.
     
7/14/03 - Fixed prompt for popup screen on scroll lines to correctly work.

4/4/03  - Age on Patient Screen was incorrect - Fixed

3/17/03 - Added a sort question to Change MC Allowance to allow a sort
          by Provider/CPT instead of YOUR codes.

7/24/03  - Add ALL choice to Electronic Posting question for applying a 
           changed POS to the service lines.  This will cause the ALL answer
           to act as if you pressed Y for each claim.  It will help the
           process run without the stops.

8/11/03  - Make sure TO Date on service line is always the same as
           From Date when the From Date is not displayed for data entry.

8/8/03   - Add Referring DR selection to the Procedure Payment Report.

8/8/03   - Add selection for PAID IN FULL or all Charges on Procedure Payment
           Report.

8/8/03   - Changed Procedure Payment Report on Fiancial Menu to be a 
           Summary version with one line per procedure.
8/12/03  - Add <PTPAY>100.00</PTPAY> to the Important notes and it will
           print on Statements 2,6,7 or the reprint versions as a monthly
	   payment amount.

8/12/03  - Added Location Labels in 1up and 3 up formats.
8/13/03  - Missed Appointment Report was added to allow you to print a
           list of appointments missed between two dates.  Great to check
           that all encounters were billed.

8/13/03  - Inactive Patient Report - List patient's that have not been 
           seen since a given date.  Select all or one provider and a cut-off
           date.  Balance owed is printed.



9/15/03 - Added PENDING status to Patient Invoices.  This will also
          put the invoice on HOLD.  A new report allows these PENDING
          invoices to be printed.  Use this to track invoices that
          require additional data to be filed.  Often the HOLD status
          is used for hospital patients awaiting the completion of
          their treatment.  This will help distinguish the two.

10/28/2003  Added User Name to transactions added for interest on statements.


1/9/2004    Added Screen for Erythopoietin (EOP) Certification
	    used for HCT Results, HGB Results, and Serum Creatine
	    Results.  These test results are included with this
	    service to qualify the procedure provided.

4/14/04  - Add warning when a provider is selected that has been marked
	   terminated.  A provider is terminated by entering a date of 
           termination on his data screen.

8/05/04 -  Added Fast User Login feature.  This will allow systems
	   to be designed to automatically login the user.  Use of 
	   this feature should be limited to computers that are used
	   by only one person and located in a secured room.  The 
	   login and password normally used in MOS is added to the 
	   login script on the system and all functions in the MOS
	   will use that information.  It is important that the 
	   Fast User Login be attached to the Unix/Linux log on data or the 		User ICON for a Windows system.  The HIPPA requirements
	   require that the user be controlled and for your own 
	   security that must be respected.  

9/21/04  - Fix Recap Menu Reports to properly reflect the adjustments 
  	   in the columns.  They now match the numbers generated on the
 	   summary page of the recap report.  Entered Charges, Entered
	   Payments, Entered Write-Offs with the Total A/R Change for 
	   Net Change matching the Recap Numbers.

10/06/04  - Recap / Transaction Review posting has been changed.
 	   The reports following these reports will reflect the totals 
	   as follows:  The columns Charges, Payments, Write-Offs, Transfers
	   and A/R Change will reflect the totals on the ENTERED line of 
	   the recap exactly.  The adjustments made to each type of money
	   will be listed in total in the column marked ADJUSTED.  This 
	   should reflect the total adjustments from the BACKED OUT line
	   on the recap.  The A/R change on the reports will indicate
	   the total Charges - Payments - Write-Offs + Transfers.  It will
	   not include the amount in the Adjusted column, since it is already
	   part of the money in each other column.

  	   The adjustment column on these reports was difficult to reconcile
	   with the daily charges and recap totals and pulling it out of
	   the totals make these numbers match in a more understandable and
	   reliable way.

10/20/04  - Fix Change Billing to Also Reset the Electronic Sequence
	   Number so the Invoices will select for Electronic
	   Filing with New claims after the Bill To is changed.

11/11/04 - Improved logic for invoice deletion.  Deleted Invoices are
           now archived and logged in the user log.  This should offer
           some additonal protection if an invoice is removed.  Although
           it is only possible to delete an invoice with a zero balance
           that has been properly recapped.  That insures that the 
           money has been properly balanced to zero.  But since the 
           invoice was present at the time of a recap or two, it may
           cause daily balances to vary by the amounts on the invoice.

2/14/05	-  Corrected problem with partial Daily Recap where the 
	   recap acted like it was only supposed to print new transactions.

2/2005 -   Added ordering provider selection to the Service Date Detail (56K).

2/2005 -   Added Procedures by Carrier (51L) to select procedures between
           given date for 1 or all carriers and print the total charges,
           total payments, total writeoffs and total adjustments.

3/01/05 - Adjusted the logic for Accident Time to allow any accident to
          include a time, not just auto accidents.

4/15/2005  Added check for Method Code on a payment.  If it was left
	   blank the money would not appear properly on reports, such as
           Daily Recap and Today's Payment Report.

5/2/2005 - Added an option to the Transaction review to allow selection
	   by First Service Date on the Invoice.  This will allow the 
	   recap menu to generate reports based on the data selected, including
	   Provider, Carrier, or Location Summary Reports.

5/2/2005 - Added a selection option to the Service Date Detail Report to
 	   select by Ordering Provider.  This is only available if the
	   charge line used includes the Ordering provider information.

5/2/2005 - Added an export option to the Recap Menu that will allow the
	   totals by Provider, Location, Responsible Party or Entity to
	   be written to a .csv file that can be loaded easily to other
	   software such as Excel for graphing or processing.  This is only
	   available on the SUMMARY ONLY reports listed on the right of the
	   menu.

6/10/2005  - Enhanced the Charge Allowed logic to use the standard
	   charge for the charge and the allowed for the payment when
	   the carrier has an alternate price table.  This behavior will start with all claims added after this 
           correction is installed.  Each procedure can use standard charge or
           allowed charge when creating an invoice.  If the standard charge
           is used, the allowed amount will be the assumed payment.

7/1/2005   Electronic Submission Report - Added to print claims submission
	   history for claims submitted electronically. Only claims still
           assigned to the selected carrier and not paid in full will be
	   selected.  Submission date range can be used to look at a given
           time, but the best report should include all dates.

8/3/05 -   Fixed the Activity Graph to create a better print version.

10/21/2005 Added a flag to indicate MISSED appointment when you 
	   select Check Appointments.  If the from date entered on
	   an invoice does not have the appointment date then
	   the appointment is missed.

11/15/2005 Changed Provider Selection in Scheduling to allow for 
	   only providers that have active schedules.

12/15/05 - Added option for History  Since Date for Patient History in the 
           Clinic version of the MOS.  This has an altered output to better
           print the data.  The CLINIC version is installed when the 
           Prescription Module is added to the current system.

12/15/05 - Add City to the Insurance Browse from Patient Insurance Screen to 
           allow you to better select the correct insurance company.

12/26/05 - Added a Hospital Admit Report (56N).  Select all patients with a 
           hospital admit date between given dates for one or all locations.

12/26/05 - Added UserID to the Patient Insurance History and the Test Ordering
           files to track who last entered or changed the data.

12/26/05 - Added logic to allow the Patient Insurance History to be pulled back
           to the live data easily.

12/26/05 - Added a Comment to the Test Results Data for additional notes.

12/26/05 - Added Family Friendly features to the Family Browse Display.  These
           functions will allow you to put and address change on selected 
           family members.  Another option will allow the Primary Carrier to
           be updated on each selected family member.  This is available only
           on the Family Browse under Patient Utilities.

12/26/05 - Fixed Appointment Scheduler to display the day of the week on the 
           screen for a given day.  

12/26/05 - Add selection for one user to the Activity by User Report.  This
           will allow each user to create a report showing the transactions
           entered by that user.  This report selects by Recap Date also.

12/2005 -  FASTEMC - for electronic filing clearinghouse options have been 
           increased to allow more payors.  Drug claims, chiropractic, ambulance,
           and many other specialties are now available.

1/3/2006   Added a Patient by Location Report (53I) to print patients by claim
           location for a given time period.  One or all locations can be
           selected.  The number of claims per patient (generally indicating 
           how many times they have visited your office) is also listed.  Since,
           this counts claims, if more than one visit is entered per claim, the
           count would not correctly reflect visits.

1/5/2006   Added Hospital Admit Date to Patient Data to allow a search of all
           patients currently hospitalized.  

1/5/2006   Invoice Browse was updated with a T-Toggle option that will display
	   Hospital Admit/Discharge, Total Disability Dates, Partial Disability
           Dates and Money display.  Each time T is pressed it will display
           the next option.

1/5/2006   Added a routine to collect all Hospitalization Admit Dates for 
           current patients.  This date is removed when a discharge date 
           is entered on an invoice for that hospital stay.

5/2/2006  Added a VERY Short Office Schedule Report.  Requires wide
	  paper and the length of the report is reduced.

5/2/2006  Fixed problem with the Render Provider numbers on insurance
          forms.  This was related to the use of the insurance fields
          945-951 and how they loaded when the claim was assigned to the
          secondary carrier.

-------------------
BE SURE TO ALWAYS CONVERT ALL INSURANCE FORMS WHENEVER AN UPGRADE
IS INSTALLED.  THIS INSURES THE LATEST LOGIC IS 
INCORPORATED IN ALL OF YOUR FORMS.  IF YOU ARE EXPERIENCING CHANGES IN THE 
FORM LAYOUT AFTER INSTALLING AN UPGRADE, IT IS BECAUSE THE FORMS
HAVE NOT BEEN CONVERTED FOLLOWING THE UPGRADE.

