The 10.31 Release has arrived. Take a moment to explore the new and improved features and their benefits.
10.31 Release Highlights
- Introducing the new NHS Treatment Plans section, which lists all treatment plans with NHS codes that require claim submission.
- Collect Deposit Fees for multiple online appointment bookings in one go with this update.
- Referral Sources are now visible system-wide, making access easier for users.
- The new Referrals section centralises Referral Permissions in Practice Settings.
- Get daily collection insights with the new Day by Day Summary View in the Cashing Up report.
Read on to explore the 10.31 release updates!
1. Introducing the NHS Treatment Plans in NHS Centre
a. A new NHS Treatment Plans section has been added to the NHS Centre to list treatment plans with NHS codes requiring claim submission.
- Users can filter treatment plans requiring NHS claim submission by expiring UDAs including those expiring this week, this month, after a month, or already expired and act on it.
- Users can also search and filter by Treatment Plan, Status, Location, Clinician, Patient Name, Last Service Date, and Expiry date.
- You can also Submit Claim directly and Download the data as a CSV file.
2. Refined UDA Calculation with a Tooltip
a. When calculating ‘UDAs Remaining for the Year,’ Claims with Failed, Invalid, On Hold, or Cancelled statuses will now be excluded, as they have not been used and hence still counts toward the balance. This is the updated formula.
- A tooltip now shows the formula on hover.
1. Auto-Finalise Draft Care Notes on Clinical Lockout
a. You can now automatically finalise draft Care Notes during Clinical Lockout. This ensures all draft notes that do not require clinician acceptance are finalised, reducing manual effort and keeping your clinical documentation complete.
- Users can enable this setting in Practice Settings → Care Notes.
- This is only applicable to accounts with Clinical Lockout enabled.
2. Improved Clinician Filtering for Prescriptions
- In the Prescriptions slide-out, the Clinician drop-down now shows only the clinicians linked to the location where they are checked in, ideal for multi-location DSOs. The list also dynamically refreshes when you switch locations, saving you time and ensuring accuracy.
1. Clinician Dropdown for Forms or Letters Requiring Clinician Signature
a. When adding Forms or Letters that require a clinician’s signature, you will now need to select a clinician first. This update makes it easier to ensure that forms with a pending clinician signature are filtered and identified in the Pending Signature Forms list.
- The Clinician dropdown for Forms and Letters displays only clinicians who have access to the form’s assigned location across PMS, Office Mode, Kiosk, and the Patient Portal.
| Note: This feature is available upon request. Contact support.uk@carestack.com to have it enabled. |
2. Enhancements to Online Appointments List
a. The Appointment Message section now includes a Patient Category column showing if the sender is a new or existing patient, removing manual checks.
b. The Preferred Time is now clickable, letting users navigate directly to the corresponding time slot in the Diary.
3. Now Collect Deposit Fees for Multiple Online Appointments
a. With this update, we support Deposit Fee collection for Multiple Online Appointment Bookings. Previously, deposit fees could only be collected for a single appointment.
b. To collect deposit fees for multiple appointments:
- Ensure Multiple Appointment Booking is enabled in Online Appointment Settings.
- The Deposit Fee must be enabled at the location and added for the Appointment Reasons.
1. New Actions for Managing Bulk Messaging Templates
- Users now have full lifecycle control over Bulk Messaging templates, including the ability to create, edit, duplicate, and delete templates with real-time feedback and enhanced reliability. These improvements extend across key touchpoints such as the Reschedule Queue List, Short Call List, and Opportunity Miner, delivering a smoother, more efficient experience for users leveraging bulk messaging features in their daily workflows.
2. Enhanced Referral Source Visibility Across the System
a. Users can now easily access Referral Source information on Patient Top Cards across Patient Overview, Chart, Ledger, Appointment Slide-out, etc.
- Click Referral Source to view details.
1. Permissions for Referrals
a. A new Referrals section in Practice Settings consolidates all referral-related Permissions, including Refer Out, Referral Hub, Referral Clinicians, and Referral Tracker.
- Create Referral now has its own dedicated permission.
- Grouped referral-related settings under a new ‘Referrals’ sub-section in Practice Settings.
Note: Existing workflows remain functional, with permissions migrated and enabled by default; admins can further customise as needed. |
1. New Day by Day Summary View in the Cashing Up Report
- We have added the Day by Day Summary View to the Cashing report, giving practices a daily overview of collections by Payment Category or Payment Type.
2. New Patient Logic Now Visible in Insights Settings
a. You can now view the New Patient Code logic directly from the Insights → Settings screen, similar to how the Aging and Metric Setup sections are displayed.
b. This setting determines which procedure codes qualify a patient as ‘New’ within your practice and impacts several reports, metrics, and lists across CareStack.
c. Depending on your practice configuration, the setup will display one of the following:
- Specific Code — e.g., New Patient Code: D0120
- Specific Set of Codes — e.g., New Patient Code: D0120, D0140, D0150
- Any Code — e.g., New Patient Code: Any Code
d. Once a patient completes their New Patient Code for the first time, they automatically lose their ‘N’ flag.
| Note: This configuration is defined during implementation and cannot be edited from within the application. If you wish to modify your New Patient setup, please contact support.uk@carestack.com. |
3. Enhanced Info Tooltips for Metrics
- The info (i) icon in Scorecards/Analytics Dashboard/Trend Analysis Metrics now provides detailed metric definitions.
4. Updated Logic for Metrics
- For metrics such as Patient Visit, Avg Daily Gross Prod (DOS), Avg Daily Net Prod (DOS) to be based on patient visit configuration can now be set in Insights → Settings.
- Cancellation Rate and No Show has been redefined to be based on number of appointments cancelled and no show appointments rather than duration of appointments.
Check out the latest updates in the 10.31 and share your feedback. We can't wait to hear what you think!