June 2024 - Innate Update

1. Login > Multiple Clinic Selector

2. Scheduling > Quick Edit (New buttons; Maintain Appointment Time); All Day Holiday Button

3. Patient Profile > Billing Management Window (Card Vault updates; Recurring Payment updates; New Billing Address; New SMART Estimate/Limit)

4. Payment Dashboard> (Added Merchant Processor; Billing Address; SMART View/Report; Card Vault Management; and more)

5. Posting > Added dual adjustment fields (PR and CO, PI, OA)

6. Subluxation/Diagnosis Bundles > Double click to add; A to B copy forward
7. Code procedure Bundles and charges > Double click to add; A to D Diagnosis codes

8. Notes: HPI  > Double click to edit; fix double HPI note label bug

9. Case > SMART Estimate/Limit Feature (1x and Subscription)

10. Check-in > SMART Estimate/Limit Feature; Show current Estimate/Limit

11. Check-out > > SMART Estimate/Limit Feature; New Payment Interface; A to D diagnosis to charges

12. Payment window > NEW Interface to improve credit card rates and updated for new PCI Compliance requirements; Add more than one merchant processor; Custom label processor; PAIR certain Terminals in Control Panel (*Not all)

13. A to B Copy Forward > A new wizard that allows copy forward of PATIENT specific notes as well as CASE specific notes.

14. *VELOCE > New Review Button on Doctor screen; Sync with Vendor on appointment and patient updated; Improved Messaging and Workflow speed; Recall Button Update to prevent accidental click.

15. Calendar/Doctor Nickname

*    If you have any questions, please contact Innate Support.

PART 1: Items 1 to 8 (21 minutes)

PART 2: Item 13 (5 minutes)

PART 3 and 3a: Items 3, 4, 9-11 (15 minutes)

PART 4: Items 11 & 12

PART 5: Item 15