This guide will help you transition from MacPractice 4.4 to MacPractice 7.3.
The biggest change in MacPractice 7.3 is that we have replaced the one/many button with the Patient Selector, indicated by the highlighted section in the screenshot below.
Clicking on the Patient Selector will bring up a search window. In this window you can search for Patients by First Name, Last Name, Phone Number, and Patient ID.
The sidebar has also been altered to change the style of the green plus and the red minus buttons. The size of these buttons has been reduced to allow room for a search field.
DR and Imaging
The camera button in the sidebar has been updated. You no longer have to right click the button to change the camera settings. Instead, there is a Gear icon to adjust settings. There is also a button present to pop out the camera display into a separate window.
The Image Editing window has also been updated to remove the floating panels. Tools can be found on the left, and filters will be on the right. These panels can now be shown or hidden by clicking the buttons on the top right of the window.
EMR and EDR
The Careslip element has been upgraded to Diagnosis and Billing. Because of this update, your Forms section must be updated to bill correctly. To update, select a template with the Careslip element, and scroll down to the Diagnosis/Coding section. This section will most likely appear blank, as it appears in the below screenshot. Simply double click inside the section to be taken to the Section Editor.
You can unlock the section by clicking the 'unlock' button in the upper right.
In the Form Sections editor, you will want to adjust the Height of the element to 680 at minimum, as the element is quite large and will need the extra space to appear properly. Once this is adjusted, you can move the Diagnosis/Coding elements to take the full size of the section.
If you have extra elements in this section, please contact MacPractice Support so they can assist to ensure there will be no data loss with any changes made.
Using the new Diagnosis and Billing section is quite simple. You can click the green plus in the upper right corner of the Encounter Diagnoses to add a new Diagnosis to the Patient's chart.
This will pull up the updated Code Finder window, which from here will have an additional tab for Care Slips.
For Procedures, it functions much the same. Click the green plus to add in a relevant procedure. Using the search bar will search all of your currently active fee schedules. Once you are complete, you can click the 'Review and Bill' button to review. Once you're satisfied, the Create Order button will create an order for your billing team to post to the ledger.
The Auto Reports Manager has been moved to the Reports Ability. The functionality remains the same.
The Bulk Insurance Payments Manager has been adjusted so you will now use the green plus and the red minus to add and delete payments respectively.
Claim Managers has been updated. There is now filter to Show Only Unmapped Claims. This refers to claims that were coded in ICD-9 and will need to be updated to ICD-10.
MacPractice will display Claim Diagnoses in red when the diagnosis has not been mapped. There is a Map Diagnoses button that will help you map the ICD-9 codes to ICD-10. This button is below the "Update Claim" button.
Statements Manager has been updated to clean up some preferences. You now have the option to Print Patient Payments, Print Transactions within a date range, and Print All Transactions. Setting a Statement Message is much easier now. You can also set either a One-Time Message, or an Account Message from the Statement Manager window.
The Account tab has been updated to accommodate the new patient portal. There is now a box that wiil display all patients on the account. There is also a new box that will display the Portal Users with access to these Patients on the account. Alerts have been moved to a separate tab.
MacPractice 7.3 has the latest ICD-10 codes currently being used in 2017, and we have also incorporated the Favorites feature to the ICD Code Finder window. When entering new diagnosis codes, you'll see 4 tabs at the top of the window; "All", "Patient", "Favorites", or "Top 50".
You can easily mark any code in this window as a favorite by scrolling to the right and double-clicking on the Star icon. To remove a Favorite, simply double click this Star again to un-favorite the code.
There is also an ICD-9 Helper tool, that will help you find an equivalent ICD-10 code by searching for an ICD-9 code and then showing suggested replacements in ICD-10. You can activate this feature by checking the "Enable ICD9 Helper" checkbox in the Code Finder window.
The Dental Tab was moved into a separate Tab within the Patients Ability.
The graphics for the Dental ability have been completely updated. The Completed, Planned, Existing, and Condition tabs have been moved to the top of the Clinical Notes table. This allows for more room when writing clinical notes for the patient.
The tooth type and highlighting options have been moved to the gear icon in the upper right of the dental chart. Timeline and Quadrant Selection are no longer present, but are planned to be re-introduced in a future build of MacPractice.
Perio Ability has been complete re-designed to better suit office flow.
The two gear icons visible by Notation Point and the upper right of the Perio Chart contain all of the preferences that govern the Perio ability. The one in the upper right govern the view of the teeth and the input order. The gear on the left will allow you to change the notation marks within this perio chart.
Click on the question mark to see how to annotate the data point.
The Perio input methods have also been updated in this build. You will notice that there are colored boxes following your current probing pocket. Simply press the corresponding keyboard letter to be taken to that box. When entering double digits you will no longer be able to enter A B or C. Simply hold down Option to enter double digits.
The Incident Menu has been re-designed to show balance information vertically instead of horizontally. Each blue folder will contain the transactions and the treatment plan. Incidents can also be archived when the balance is 0.00.
The New Charge Window has been updated to show Provider Shown on Claim, and Patient insurance information on the right.
It's now possible to attach 12 diagnosis codes per charge by enabling the option to do so in Preferences > Claims.
The Rx ability has been redesigned to reduce the number of nodes in the side bar. There is now an Active Med List and an Inactive Med List.
Medications can be dragged to the Inactive folder if the Patient is no longer taking the medication. The Rx detail screen has also been updated to optimize the input order.
The Schedule Ability has been graphically updated to match the style of macOS Sierra. To hide Resources, you now have to right click the column in question.