What's New for Beta Users

Multi-Location

The Location Details card has been enhanced to improve validation when adding or updating Locations. Tooltip messages now display when a location name is already in use by an active Location, and the name must be changed before saving or reactivating.

Additional improvements include moving the Location name and Select colour subheadings into tooltips and updating the colour picker font to match the Omni textbox standard.

44184

Appointment Book

The Edit Appointment modal has been enhanced to allow multiple Locations to be selected for a provider. When editing an appointment, all locations associated with the provider are now available for selection, making it easier to view and update appointments across locations.

52445

Advanced search

An Advanced search option has been introduced to the Recipient, To, and From fields when creating new documents, new documents from templates, new imaging requests, and new investigation requests.

Selecting Advanced search opens an Advanced Search modal. This modal includes Individual and Organisation tabs, multi-select filters for Name, Suburb, Discipline, Organisation, or Category, and an option to include or exclude healthcare providers.

Search results display key details such as organisation category, location, and default contact method, making it easier to identify the correct record. If no results are found, a message is displayed indicating that no contacts were returned.

The modal also displays contact methods based on preference. Mobile numbers and emails are shown in order of priority, with tooltips provided when multiple options exist.

44321

User Roles and Security Permissions

A new business role named Coach/Trainer has been added in User Roles and Security Permissions.

Providers assigned this role can be added to the Appointment book and do not require Provider Type or ACC Claim details to be set up. The practice must create all related charges for these providers.

The Coach/Trainer role includes the following security permissions:

• User Management: None
• Practice Information: Contributor
• Practice Workflows: None
• Appointments: Admin
• Accounts: Contributor
• Claiming: View Only Access
• Clinical: Contributor
• Report: View Only Access

See Configure Business Roles and Security Permissions for more information.

53523

Conditions

The Clinical Condition list now orders conditions by the last consultation date, displaying the most recent at the top when the clinical screen is opened. If a consultation date is unavailable, the list will use the claim's Created date.

49344

Resolved an issue where Appointment Locations could not be modified after enabling Multi-location. Users can now update the Location of future Appointments by re-selecting the highlighted time and clicking Save to apply the change.

52485

Resolved an issue where changing the location Colour for a Multi-location practice in Settings > Practice Locations > Location Details did not immediately update with the selected colour. The updated colour now displays without requiring a page refresh.

53876

Resolved an issue where Statement run Filters did not update results when switching between All, Patients & Account Holders, and Organisations. Users can now successfully filter statements by All, Patients & Account Holders or Organisations.

53048

Resolved an issue where users were unable to add a new Location in Practice and Locations; clicking Add Another now correctly displays the New Location modal.

53583

Resolved an issue where discharged claim statuses from clinical records did not update on the Claims List; the Claims List now correctly reflects the discharged status.

52203

Resolved an issue where new Medical History items were not immediately displayed after being added. Entries now appear as soon as they are saved.

54034

Resolved an issue where the 2-Step authentication process was using the same verification code when users logged out and then logged back within a short period of time. A new code is now generated each time 2-step authentication is used.

29560

Resolved an issue where the NPRS clinical tool did not to accept a value of 0. Records can now be saved with 0 as a valid option on the scale.

53783

Clinical Reminders

Clinical Reminders have been enhanced to provide practices with greater flexibility and practice-wide visibility of reminders.

• New configuration options in Settings allow reminders to be hidden by default and excluded for patients who already have appointments booked within a defined number of weeks.
• Reminders can continue to be created and managed directly in the patient's clinical record, ensuring they remain part of day-to-day workflows.
• A new menu option, To Do > Clinical Reminders, provides a central practice-wide view where providers and administration staff can monitor reminders and send them to patients via SMS.
• A new menu option, To Do > Follow-up Reminders, provides visibility of reminders that have been sent, along with replies to SMS reminders and other contact attempts.

See Clinical Reminders, Tasks and Notifications for more information.

48687

Recent patients

The Admin > Recent Patients screen has been enhanced for users who have security permissions for Practice Information set to Administrator access for Multi-location tenants.

• The Location filter is now available as a single-select dropdown
• The Location menu truncates long names that exceed the allocated space
• Inactive locations are not included in the filter, and records associated with inactive locations are not visible.

49336

Waiting List

The Waiting List has been enhanced to include Location filter options. A small blue Any badge is displayed in the Provider or Location column when a record has Any provider or ‘Any location selected.

The Any filter now supports both Provider and Location options, making it easier to view and manage records across multiple locations. By default, all results are shown, and the filter text updates based on the selections made.

50012

Online forms with a required mobile number option on the customer side were not showing the mobile number field. This has been fixed.

52619

Resolved an issue where the Discharge Letter Templates did not merge the Claim Number and displayed an error; claim numbers now merge correctly when generating Discharge Letters.

52192

Resolved an issue with Payment Receipt PDFs, which had inconsistent titles, file names, and formatting; the modal header and file name now display the payment number, contact information is aligned to the right, and the spacing between sections has been decreased.

52107

Contact methods

The enhancement to Duplicate Mobile Number checks has been extended to New Patient, Non-patient, and Organisation contact records. When entering a mobile number, if the same number already exists on another record, a blue information banner is displayed showing the matching contact type and associated names. Multiple records with the same number are listed separately and comma-separated.

50730

Accounts

Receipts have been updated to include provider details. Each invoice now displays a Services provided by line with the provider’s name, followed by an itemised table of services grouped per provider.

Where a receipt includes invoices from multiple providers, each provider’s details and associated services are listed separately.

48323

Navigation menu

The Navigation menu has been enhanced for larger screen resolutions. When the screen width exceeds 1480px, submenu items now extend to the right of the top navigation bar. This behaviour is now consistently applied to all menu items, including the Admin dropdown.

For resolutions less than 1480px, the navigation menu continues to expand downward with no change to existing behaviour.

50010

Resolved an issue where the Appointment Book did not default to the current time when the page was zoomed in; it now opens with the current time centred on the screen, regardless of the zoom level.

43166

Resolved an issue where an error occurred when previewing Letter Templates. Templates can now be previewed without error.

51063

Resolved an issue where the Provider Details were missing from the Invoiced Items list when creating a Payment for multiple invoices; the Invoiced Items list now correctly shows the relevant Provider Details for each invoice.

52198

Resolved an issue where an invalid NHI value on an ACC45 form did not set the personal details card to an incomplete state or disable the Lodge button. The card now reflects the invalid state and the Lodge button is disabled.

52345

Clinical Record

A new Add diagnosis link is now available in the Condition Setup modal when recording a condition from Clinical Record > Conditions > + New Condition.

1. To record a new Diagnosis, go to Conditions in the Patient/Client tree and select + New Condition. The Condition Setup modal will appear.



2. Click Add diagnosis. The Add to Medical History will appear.



3. Enter a Diagnosis/Procedure and complete any additional fields as required.
4. Click Save.

Once the Diagnosis is saved, the diagnosis information will flow through to the following areas in Bp Omni:

• Included in the Conditions section of the Patient/Client tree.
• Included in the Medical History section of the Patient/Client tree.
  • If Clinically Significant and Confidential flags were selected in the Add Medical History modal, this will also be included.
• ACC45 primary diagnosis card if a new claim is created.
• Displayed in the Appointment sidebar under Current Conditions.
• Encounter reason for visit, if selected in the Add to Medical History screen.

51887

ACC

A visual indicator has been introduced to show what sections of the ACC45/32 form have been completed.

As each section is completed, a green tick icon appears to the right of the corresponding item in the left-hand menu.

No icons will be displayed for incomplete sections, and once the form is submitted, all green tick icons are removed.

41917

Address Book

The Contact list in Address Book > Non-Patient/Non-Client has been updated to improve visibility.

The Categories column has been removed and replaced with Disciplines. The Disciplines column will show the discipline for each individual (where recorded) and will include an icon for healthcare providers. If multiple disciplines are recorded, the list is truncated with a tooltip showing the full list of disciplines.

The Categories filter has been replaced with a new Disciplines filter that supports multiselect and search functionality. A quick filter button, Healthcare, has also been added to show only Health Providers.

Fees and schedules

In Settings > Config > Fees & schedules, the Edit text has been replaced with a Pencil icon.

42218

Resolved an issue where Condition mismatches between Appointments and Consults were not clearly communicated to users. A warning now appears if the appointment condition is different from the consult condition, allowing users to review and update the consult condition as needed.

50176

Resolved an issue that occurred when validating Vendor IDs (HPI Org ID). Bp Omni now enforces correct formatting, requiring Vendor IDs to begin with 'G0' and preventing invalid characters such as hyphens, 'o', and 'i'. A warning is also shown when a user modifies a saved Vendor ID, ensuring that the Vendor ID is consistent with ACC requirements.

49779

Resolved an issue on the General Accounts screen where the Clear Filters button did not refresh the transaction list correctly. The list now refreshes correctly after clearing filters, ensuring that all available transactions are displayed.

48794

Bulk Statement Runs

The ability to perform a bulk statement run has been enabled for all Beta users. Bulk statement runs can be used to generate multiple account statements for Organisations, patients & account holders all at once.

See Create an Account Statement for more information.

51294

Forms

Multiple minor UI improvements have been made to the Condition setup modal to make it more consistent.

45963

Appointments

The Appointment information dialog has been updated in include the claim details associated with that appointment.

48588

Resolved an issue that was occurring when attempting to Arrive a patient for a location other than the default location.

50009

In a scenario where:

1. A new appointment is created without linking a condition.

2. The consult is started.

3. A pre-existing private condition is added but not linked to the appointment.

4. A diagnosis is added and saved.

5. The condition is saved.

The diagnosis was not being saved correctly when the condition was unlinked. A tooltip directing the user to link the condition before saving a diagnosis has been added.

50826

Multiple improvements have been made to the Add / Edit condition modal. An error was occurring where the New condition modal was resetting after adding a diagnosis, causing changes the user had made to be lost. This has since been resolved. Minor UI improvements have also been made to the modal.

50880

When a free text reminder is saved, it appears in both the clinical notifications list and the admin clinical reminder/follow up reminder list.

When the patient is sent an SMS reminder of this type, the reminder should correctly be sent with the free text information entered, not 'other'.

50304

When trying to select a letter template from Correspondence during a consultation, the letter would need to be selected twice or the user would be taken back to the selection screen. This has since been resolved and the template selection modal will only appear once as intended.

50019

Patient forms emails have been updated to include the Practice name and default location phone number.

50459

When uploading a document to Correspondence, the user was unable to select Outgoing as an option. This has since been resolved.

51002

Multiple location clinics

Multi Location has been enabled for all Bp Omni Beta users.

Multiple locations can be set up from the Location list in Settings > Practice & Locations. Locations can be assigned a colour, a nickname an activate or inactive status and whether or not this is the default location.

Working hours for each provider must be created for the relevant location for appointments to appear for that provider at that location.

Supporting documentation:

• How is the appointment book different for users with multiple locations?
• How do I set up a secondary location? See the Enter location details in the Set up your practice article.
• How do I set up working hours for new users?
• Multiple location Quick Reference Guide

36469

Contact methods

Get Contact methods from an organisation by selecting 'Get from organisation' in the patient's demographics. If the patient already has a single primary employer, this organisation will be pre selected and you'll be able to confirm the details that are pulled from that organisation.

If a patient does not have a linked organisation or you'd like to take details from another organisation, select an organisation from the dropdown.

You also have the ability to set this organisation as the patient's Employer, choose the Employment type, whether or not this is the patient's Primary employer, and whether or not the patient currently works at this organisation.

47787

General

A UI enhancement has been made to the highlighting of items when selecting multiple items from a picker. The highlighted area now extends fully across the item.

49903

Reminders

Clinical and Appointmentreminders have been toggled off for all non-patients.

50567

When editing the first event of a recurring appointment, users would sometimes encounter a 'Count must be greater than 0' error message. This has since been resolved and the intended workflow has been restored.

47623

Multiple minor formatting improvements have been made to a patient's Demographics > Accounts screen when adding an account holder when the patient has existing relationships.

48806

Mobile phone character number validation was incorrect for NZ users, this has since been resolved.

50563

The New non-patient or New non-client shortcuts would incorrectly launch a 'new patient' or 'new client' modal. This has since been fixed and the correct modals will be launched when selected.

50742

Contact Methods

Practices will now be made aware of any contacts that hold the same mobile number when entering contact details. This allows duplicate numbers to be handled appropriately and avoid privacy issues, while still keeping legitimate duplicate contact methods for dependants, for example.

Selecting a patient with a duplicate number will take you to the patient's demographics record.

47688

ACC Claims

The handling logic for claims returned with HELD or Not applicable responses from ACC have been improved, ensuring more accurate claim state transitions and reducing unnecessary load on the ACC API.

HELD claims:

Claims returned with a HELD response from ACC are now treated as standard cases, they no longer require special handling and will follow the normal 'back off and retry' logic of the other claim statuses.

Not applicable claims:

Claims returned with a Not applicable status follow a more nuanced strategy. For attempts 1 & 2, the claim remains in Pending. For attempts 3, 4 & 5 the claim transitions to Query error.

48089

Communication

When accessing the patient demographics record. Communication > Clinical preferences were not being populated correctly with the clinical reminder preferences selected for the patient. This has since been fixed and now populates preferences as intended.

50334

Demographics

Multiple minor enhancements have been made to the Bill to dialog when there are existing relationships. These enhancements include alignment fixes, line spacing work and more user interface improvements.

Non-patients

Non-patients incorrectly had the Communication > Appointments tab available to be configured in their demographics. This has since been removed as intended.

49838

Updated the incorrect spelling of Femoral nerve stretch in Clinical > History & examinations > Body > Spine examination

49180

When opening the new appointment modal, the cursor will now default to focus the patient picker. This lets users double click the appointment book to create a new appointment and start typing immediately to search for a patient.

50022

In some cases, navigating away from the notes page before the system had auto saved would cause clinical notes from one consult to move to another open consult. This has since been fixed and no longer occurs.

50524

When creating an Imaging request from Investigations, multiple data points were missing from both the generated document and the printout. This has since been resolved and now populates all appropriate data where available.

48204

User Interface

The disabled state of expanding buttons has been standardised across the system, making it more noticeable when a button is disabled and improving consistency.

49108

Fixed an issue that was preventing users from being able to add a non-standard ACC fee to an appointment type in Settings > Config > Appointment types.

49357

Multiple minor improvements have been made to the Specified Treatment ID card in ACC Contracts:

• The Specified Treatment Providers option will only be enabled for a Provider type that has an STP contract enabled.

• If the No Contract option is selected, the Contract ID will not be shown.

• If a Contract ID is removed, the ACC Contracts option for the relevant Provider type will be updated accordingly.

49729

For users with permissions Claiming: Administrator, the option to Discharge a claim from the actions menu in ACC Claims will be disabled if there is no finalised consult for that claim.

49969

Updates have been made that allow ACC to pick up the Provider type from invoices based on the ACC items selected in the invoice.

49905

Billing PDFs

Upcoming appointment details for a patient/client will now appear on generated billing PDFs such as Invoices. If there is no upcoming appointment for the patient/client, this field will not be displayed.

39386

Navigation

The Administration menu has been reworked to allow for a less cluttered navigation experience. Templates has been renamed to 'Document Templates' and Template management has been renamed 'Email Templates' for NZ users or 'SMS & email templates' for AU users.

46871

Finance

Calculations in the Total, Allocated and Unallocated columns have been improved to always pull from appropriate properties instead of performing a calculation which was inconsistently leading to improper results.

Too many record update encounters were occurring when creating, sending and accepting ACC32 claims. This error has since been resolved and the appropriate number of record encounters now occur during these processes.

48448

When attempting to start an encounter for a patient that already has an open encounter, users will now be directed to complete the notes of the open encounter first. This prevents users from being met with an error which would require manually locating the past appointment with the open encounter and completing the notes.

50127

Some non-patients were having categories linked to them despite not being set as a Health Provider. This has since been resolved.

48088

When discharging a condition with a large number of consults, the screen would flicker when zoomed in. This has since been resolved.

48663

When searching for a patient using the same search criteria, the picker would incorrectly exclude the currently selected patient from the dropdown results. This has since been fixed and should ensure the same results are now returned, even if one of the patients was previously selected.

48856

Claims

Non-providers with Administrator level permissions in Claiming will now be able to discharge a claim from the claims list. The claim must have had at least one consultation to be able to perform this action.

IMPORTANT   Discharging a patient from the Claims screen who has not yet had a consult will cause an error.

49450

Claims

When adding a primary or additional diagnosis to a claim form, the user will only be able to save the draft after selecting a side for the diagnosis.

49019

Financial Documents

A new checkbox has been added to Practice & Locations -> Documents that will allow users to include their company logo in the header of all financial documents. This checkbox will only appear to users who have a company logo set for their practice.

48585

Claim status

The Claim status will now display in the Appointment screen selection panel on applicable conditions, giving users an overview of the claim's progression. When hovered over, an informative tooltip will appear with the link to go to the claim.

48379

Clinical

Clinical tabs in the Patient/Client tree that have multiple actions (such as Investigations, Correspondence, Management & Plan) now have the Add icon in the top right for clarity and consistency.

48145

ACC

Practice & Locations > ACC Setup

The Specified Treatment ID (Regulation Contract) logic has been improved and now includes an additional dropdown field to the right of the ID to support linking an associated business role.

User Settings > ACC Contracts:

If the ID has been recorded, the applicable Contract ID will appear in the user's ACC Contracts.

47432

Communications

Communication preferences drop downs for users have been given more descriptive names for clarity.

48904

When sending an ACC Invoice payload, the HPI Org ID should now correctly be sent as the Vendor ID.

49778

When searching for a patient using the same search criteria, the picker would incorrectly exclude the currently selected patient from the dropdown results. This has since been fixed and should ensure the same results are now returned, even if one of the patients was previously selected.

48856

When discharging a condition with a large number of consults, the screen would flicker when zoomed in. This has since been resolved.

48663

Unlinking a condition from an open or committed consult is now possible after the consult has been saved and ended, as long as the consult is not finalised.

49677

Changing the condition on the appointment of an open consult will no longer start a second set of notes. Do note that the change in condition will not flow through to the consult if the consult has already been started. This will still need to be manually change from the consult, which is now possible because of the work done in item 49677, outlined above.

49529

ACC Claims

An additional filter has been added to the ACC Claims list that allows the user to include or exclude Private claims. This filter is selected by default when the claims screen loads to include private claims.

48586

Contact Methods

While viewing demographics, if there are no Organisations linked to an Individual, the "Personal" Contact Method tab will not be displayed.

48551

Organisations

Irregular spacing in Organisation Contacts and minor label inconsistencies in this area have been enhanced for consistency.

48814

Contact Methods

Users can now display the Contact methods from a patient's employer in their demographics.

Selecting 'Get from organisation' will pull the contact method information from the linked employer and can be removed with 'Remove employer contacts'.

Organisations

If Contact methods exist for an Organisation, they will be displayed in tabs per organisation. Non-organisation contact details will be displayed in a personal tab and organisation contact method tabs will be ordered alphabetically (A-Z).

48116

User Settings

Where the word 'patient' or 'client' appears in the system, these should now correctly honour the selected user settings of either Client or Patient.

46816

An error was occurring on the Examinations > D/M/R screen, preventing the Myotome controllers from adjusting correctly. This has since been fixed.

45556

In certain conditions, when a patient's information was being pulled into an ACC claim, the patient's address would be removed from their demographic information. This error has since been resolved.

47716

After unlinking the condition linked to an encounter, adding a new condition and a new diagnosis (to a condition without a Primary diagnosis), the Primary diagnosis button was unchecked by default. This has since been fixed and will be selected by default under these conditions as intended.

48259

Individuals

The contact methods for linked employers will now show on an Individual's demographics record.

47408

Organisations

If contact methods from an organisation exist, they will be displayed in tabs per organisation. Non-organisation contact details will be displayed in a personal tab. Organisation contact method tabs will be ordered alphabetically (A-Z).

48116

Payments

Minor enhancements have been made to the Payment methods UI.

39132

An error was occurring causing no records to show in the 'Add patient from waiting list' dialog. This has since been resolved.

48207

After previewing a file in the Incoming tab, selecting the Uploads tab would incorrectly display the preview & details of the last action performed. This has since been fixed.

45753

An issue was occurring on the General accounts and Personal accounts screen where filters would still be applied even after being visually cleared. This has since been resolved.

47517

Some sites were experiencing duplicate ACC claim numbers that could not be edited, this has since been resolved.

48201

Referred in claims sometimes would not show their status from ACC until retried manually. This issue has since been resolved.

45629

The DASS 21 Clinical tool was not showing scores correctly for Depression, Anxiety and Stress. This error has since been resolved and is working as intended.

47957

During a library update, multiple buttons in the UI had become misaligned across the system. This has been fixed and is no longer the case.

46685

Occurrences on the 14th of the month when adding Reserves were appearing on the incorrect date. This has since been resolved.

47452

Clinical

The new workflow for Management plan in the clinical record has been enabled for all users.

See Patient tree for more information.

45423

Observations

Observations have been enabled in the Clinical record for Beta users. Observations provide a view of measurable clinical data allowing for quick comparison and progression analysis. See Patient tree for more information.

45645

Patient Matching

The Patient Matching feature has been enabled for all Beta users. This feature helps to match online bookings with new or existing patients in the Bp Omni patient record. Learn more from the Online booking article.

44741

ACC Claims

Error messaging for duplicate claims has been improved, providing the user with more relevant information. When querying ACC with a duplicate claim number and ACC returns a payload with the actual claim number, the system will now:

• Display a more informative message

• Provides an 'Update claim & re-query ACC' link

• Moves the claim to the relevant status, either Status Error or Query Error.

• Allows editing of the claim number and re-querying with the new number.

45243

Clinical

The improved clinical record user interface has been enabled for all users.

46413

Conditions

Informative tooltips will now display when the delete button is disabled on a condition, providing more context to users on why a condition can't be deleted.

46518

Non-patients

More informative contact card information will be displayed for Non-patients and Health Providers that includes gender information and discipline.

46720

Patient Merge

When merging a patient, if the duplicate patient has an open consultation, the user will be displayed an option to view and complete the incomplete notes for the patient, discarding the patient merge process.

45117

Recent Patients

'My recent patients' has been enhanced and renamed to 'Recent patients'. Incomplete consults will no longer be removed after seven days, instead these events will be removed when their status changes and they are no longer incomplete.

For users with Practice Information: Administrator level permissions, the following enhancements have been made to the Recent patients list:

• A User select column and multi select filter that defaults to the logged in user.

This feature helps provide visibility over practice wide record keeping.

40924

Settings

When updating user permissions, the user will shown an informative modal explaining that the changes may take up to 5 minutes to take effect.

45985

An issue that was preventing Template previews from appearing correctly has since been resolved.

45737

Multiple enhancements have been made to the 'Remove from waiting list' and 'Cancel appointment for <patient/client>' modals for clarity.

47790

The option to 'reschedule in a week' was consistently populating incorrect dates on appointments marked as 'Did not attend'. This error has since been resolved

47243

Duplicate and Deleted templates were not being removed or added to the Comms templates screen until the screen was refreshed, this has since been resolved and no longer requires a refresh for the screen to update.

45733

General

The *required fields for Practice Location addresses has been updated so that Address 1, City (AU)/Suburb (NZ) and Postcode are now all mandatory.

45160

Payments

The tendered amount on the Payment screen was showing an incorrect amount. This has been reworked and will now show the correct Tendered amount.

47434

An error has been resolved for the Start schedule date selector where entering an incorrect date format and tabbing out of the field would clear the input.

43615

When editing a user’s schedule, the values in the On dropdown field where the schedule is set to Reoccur on were showing incorrect values. This error has been resolved.

47047

When rebooking an appointment, the appointment length was copied from a previously booked appointment instead of the length of the appointment type being rebooked. This issue has been resolved.

47108

An error has been resolved where the History & examinations forms could be edited when the record was opened in view-only mode.

47196

Fixed an error that occurred when no date had been entered for a Goal set to Achieved in the Management and Plan form.

47495

An error has been resolved stating no accounts or transactions could be found after searching for a transaction or patient name that does not exist from the General accounts screen and clearing the filter.

40968

Service is not available error would occur when searching for a transaction in the General accounts screen. This error has been fixed.

47327

ACC Claims

Where a contract ID has been set for a discipline, that ID will be sent in the payload to ACC when making a claim.

38129

Users with a large number of open patient pills would encounter errors when selecting to show '+ More' patient pills. This error has since been resolved.

47195

Appointments

'Cancelled' and 'Did not attend' appointments can now be rescheduled from the Incomplete appointments list.

See Reschedule an appointment for more information.

45002

Clinical Notifications

Clinical Notifications phase 1 has been enabled for Beta users. Clinical notifications is a term that includes both clinical tasks and reminders. These notifications can be created and actioned from the Clinical record > Patient summary page.

See Clinical Reminders, Tasks and Notifications for more information.

42650

Clinical

Improvements have been made to the Record update workflow. Users with Clinical - Administrator level permissions will now have a 'Record update' shortcut icon to the left of the 'Edit demographics' icon when using the patient search. Upon selecting the icon, a record update encounter will begin.

Users with Clinical - View only level permissions will have the existing 'View clinical record' shortcut available.

45116

ACC32

ACC32 claims can now lodge successfully even if the claim is missing an injury date. The user will still be presented with a recommendation that the field is usually required for an ACC32 to get approved.

46084

ACC32

The ACC32 breadcrumbs have been enhanced, adding a breadcrumb trail specific to ACC32 and deselecting the "Summary" tab by default. The header for the Overview card has also been renamed to "Acc32 Overview"

39694

Claims

Enhancements have been made to the workflow of deleting non-referred claims with linked appointments. When cancelling a claim with one or more appointments, the following modal will now be displayed:

If there are invoiced consults or a consult in progress that has not been finalised linked to the claim, you will be prompted to change the claim to a private condition and keep the appointment links or cancel the process.

46402

General

An informative badge has been added to the Appointment information modal for patients who are inactive or deceased. If the patient is active, no badges will appear.

46391

Invoices

The ability to edit 'No charge for this appointment' has been enabled in the appointment modal if the invoice for this appointment has not yet been finalised.

41092

Non-patients/Individuals

To provide more clarity between Non-patients/Individuals, the Health provider toggle switch has been added to the demographics of non-patients. When this switch is toggled 'yes', the option to select disciplines appears.

If this toggle is switched to 'yes', Reminders, Confirmations, SMS communications and the checkbox in the mobile phone contact method will no longer appear in the individual's Communications section.

44275

Schedule

A 'Phone number' column has been added to the Appointments Schedule view. The data that appears in this column is included in the printed copy of this screen with the selected filters applied.

46110

In General and Personal accounts, certain transactions were missing the informative tooltips that appear over their respective icons. This has since been fixed.

45928

An error that was preventing the 'Grand total' data row from appearing in certain reports has been fixed.

43342

Multiple minor spacing inconsistencies in the demographics window have been fixed.

43745

Changing a Provider's CPN was not correctly updating, resulting in claims in a 'Query error' status to have the same error appear again. This has since been fixed.

45944

ACC Claims: An issue was occurring causing the Condition setup to not follow the same rules as the Patient demographics or Clinical, leading to inconsistent behaviour and errors. This has since been resolved.

46741

New appointments were not appearing correctly in 'My Recent Patients'. This has since been fixed.

46134

Users would sometimes be met with a 'Failed to get the account PIN' or an 'Invalid credential' error when entering their PIN or adding multi factor authentication to their Omni account. This has since been resolved.

46220

Fixed an error that was occurring during a consult after adding a condition, selecting a claim and saving the condition, resulting in the ACC45 pill not displaying until the consult was refreshed.

46276

The pricing on some ACC items was being inconsistently pulled, resulting in outdated prices. This has since been fixed.

46862

Mobile numbers that included spaces were being saved to demographics incorrectly, resulting in the user encountering an error when trying to Save. This has been resolved.

46999

ACC Claims

Upon Saving or Lodging an ACC45 claim, if there is no address in the patient demographics, the newly entered address will be copied back to the patient's demographics.

If the address populated into the claim is manually changed, a checkbox will display to the user confirming whether they want to override the existing address in the patient demographics. This checkbox is checked by default.

45643

ACC Contract ID Validation

Enhancements have been made to the ACC Contract Validation to ensure the following logic is valid:

• 1-8 alphanumeric characters

• allow a forward-slash '/'

45525

Appointment Book

When an appointment is cancelled from either the left-click panel or the "Cancel appointment" button inside the edit appointment dialog, the user will be presented with the option to reschedule in the cancellation dialog.

If 'Yes' is selected when the appointment cancellation is saved, a new appointment dialog will open and the patient, appointment type and provider will be populated and ready to reschedule.

If the reschedule appointment dialog is cancelled, no reschedule information is saved and the previous appointment will remain cancelled.

45604

Appointment Information list

When using the Appointment Information list to create a copy of an appointment or reschedule an appointment, the list will now be refreshed and include the new appointment.

46075

Calendar

Multiple UI enhancements have been made to the Calendar navigation layout, improving legibility at smaller or zoomed screen sizes.

45203

Clinical

In the 'View record' mode, the discharge date is now shown and the action menu allows the user to view discharge details. The option to reverse the discharge is disabled in view only mode. When viewing the discharge form, all fields are read only.

46052

Drawing Tool

Multiple default quick colours in the Drawing Tool have been enhanced to be more easily distinguishable from one another.

45517

Patient Notices

Available credit for the patient will now be shown as a patient notice, similar to how the Account - Owing is displayed.

40187

An issue that was causing the Recent searches history to be misaligned has been resolved.

46189

After deleting Reactions and recording 'Nil known reactions', the user would receive an error. This error has since been resolved.

46234

Resolved an error that was occurring when attempting to make an item in a patient's Medical History inactive.

46345

Attempting to add a diagnosis or procedure to a patient's Medical History was encountering an error but has since been resolved.

46350

Autocomplete will no longer appear when entering the PIN after the screen has been locked.

46365

The appointment information modal has had minor UI fixes as some containers were misaligned.

46385

Minor UI fixes have been made in the Drawing Tool as the quick colours were misaligned.

46453

Editing an email in the Communications form for a non-patient was not saving correctly. This has since been resolved.

46485

Multiple issues were occurring when using the body chart, resulting in unexpected behaviour and 504 errors. These have since been fixed and images will mark up correctly and work as intended.

46548

After finalising a consult and selecting 'Add items to this appointment', the open modal was not closing as intended. This has since been fixed and prevents the encounter from staying open.

46563

ACC Claims

The 'Get status' button for claims has been renamed 'Update' but still executes the 'Get status' functionality for a claim.

45239

Appointments

When viewing the appointment history for a patient, extra contextual actions have been added to the Edit button based on the type of appointment selected.

1. When an appointment with a status of DNA/Cancelled is selected, the option to 'Reschedule' will display.

2. When an appointment with any other status is selected, 'Create a copy' and 'Cancel appointment' will display.

44998

Email Validation

When attempting to send an email copy of an invoice, if an issue is detected with the invoice (doesn't have items attached, for example) the user will be directed to make these amendments. If the invoice is valid, the Send email button will function normally.

43440

User Interface

The Edit Meeting dialog has had some UI improvements to stay consistent with the updated Edit Appointment dialog.

45860

User Interface

Multiple minor UI enhancements have been made to the top bar in the Clinical record.

43903

Online Booking: When editing an appointment's online display settings, the order of appearance in the appointment list would sometimes be changed. This has since been resolved.

44580

An error was occurring after editing an appointment with a deleted claim, that would sometimes prevent a user from being able to create a new appointment. This has since been resolved.

45401

The My recent patients screen should now correctly contain data for just the last 7 days.

45580

An error that was causing multiple fields in ACC45 forms in the Clinical record to be spontaneously reverted to their original values has since been resolved.

46028

My recent patients was showing discarded consults as an incomplete event, this was misleading data for users to see and has since been removed.

45256

The Refund method dialog was not displaying correctly when refunding a credit. This error has been resolved.

45521

After refunding an unallocated payment, the Payment screen was not showing the refunded transaction under 'Allocated to'. This has since been fixed and the refunded transaction now displays correctly.

45522

ACC Claims

Users with Admin level permissions in Claiming can now discharge conditions on behalf of providers. From the ACC Claims list, selecting the Actions button will present the option to Discharge the claim. If the discharge is successful, the claim status will change and a record update will be added with the name of the administrator who discharged the claim.

Note: At this time the claim will have the Discharger set to Lost to follow-up and the Outcome as Unresolved. These options can't be changed at this time.

NOTE   The discharged claim will have the Discharger set to Lost to follow-up and the Outcome as Unresolved. These options can't be changed at this time.

44959

ACC Claims

ACC Claim error statuses have been renamed to Query error and Lodge error where applicable for more informative error messaging.

45238

ACC Claims

The 'Get status' button for claims has been renamed 'Update' but still executes the 'Get status' functionality for a claim.

45239

Appointments

The footer in the Edit appointment dialog has been reworked for consistency and ease of use.

45000

Appointments

When viewing the appointment history for a patient, extra contextual actions have been added to the Edit button based on the type of appointment selected.

1. When an appointment with a status of DNA/Cancelled is selected, the option to 'Reschedule' will display.

2. When an appointment with any other status is selected, 'Create a copy' and 'Cancel appointment' will display.

44998

Appointments

The ability to 'Jump forward' by a number of weeks or months has been added to the date picker, saving users time when rebooking.

Specify the amount of weeks/months and select the calendar with the magnifying glass icon to jump ahead to that date.

44831

Appointment Book

The 'Rebook in a week' option from the appointment modal has been reworked to 'Copy this in a week' with options to copy in a fortnight, 3 weeks, 4 weeks or 6 weeks.

For 'Did not attend' appointments, the option to 'Rebook' has been renamed 'Reschedule'.

44700

SMS Messages

The date format in SMS messages has changed from dd/mm/yyyy to day/date/month, each presented by three characters. For example, 05/07/2024 will now read as Wed 5th Jun.

42160

Fixed an issue that was causing the Claim to occasionally show a 'Ready' status even while the provider declaration was incomplete.

44597

Resolved an issue that was preventing the PDFs in the Incoming and Inbox screens from displaying correctly.

44932

Resolved an issue that was occurring causing some ACC32 error messages to appear incorrectly on claims without ACC32s.

45240

An issue that was inconsistently including the patient address details in the payload sent to ACC has since been resolved. This error would sometimes result in the address being removed from the patient demographics, this has since been fixed and is no longer the case.

45472

Resolved an issue that was causing the summary of a completed clinical tool to occasionally be overridden by editing the tool.

45738

Fixed an error that was allowing Cancelled payments to show an Available dollar amount, this amount is now correctly showing as zero.

45523

Autofills

We are aware of an issue that is currently affecting the Autofills functionality and are working on resolving this issue as soon as possible.

Current work around: Create autofills from the Manage Autofills menu item.

45660

ACC32 Claims

On Hold Claims have been enabled for Omni Beta users.

To help you comply with ACC rules and prevent invoices being declined, Bp Omni will flag a patient condition as “On Hold” when the patient treatment expiry date is met. Bp Omni calculates this as 12 months from the service date on the initial consult appointment invoice.

See ACC Claim Management for more information.

45660

ACC Error Messaging

A message will now be displayed when the status response to an ACC45 comes back as a non-final state. For example, if the claim comes back as 'Held' then a warning message will display notifying users when the status check will be performed again.

44073

Appointment Book

The 'Rebook in a week' option from the appointment modal has been reworked to 'Copy this in a week' with options to copy in a fortnight, 3 weeks, 4 weeks or 6 weeks.

For 'Did not attend' appointments, the option to 'Rebook' has been renamed 'Reschedule'.

44700

Clinical

The 'Pregnancy' and 'Breastfeeding' badge logic has been reworked and these badges will no longer be present in the Clinical header for a patient if both are recorded as 'No'.

The example images below show:

1. Pregnancy and breastfeeding status not recorded (?).

2. Pregnancy and breastfeeding status recorded as yes.

3. Pregnancy and breastfeeding status recorded as no.

43306

My Recent Patients

Filters have been added to the 'My recent patients' list for ease of use.

Incomplete notes: Only show consults with incomplete notes.

Event: Filter by Consult, Appointment, Invoice or Record update.

45061

Resolved an issue that was occurring where ACC invoices with attached comments in the 'Awaiting authorisation' state were not able to be cancelled.

45404

The Lodge button for some claims with an 'Error' status was disabled from the Summary or Claims list. This has since been resolved.

45267

An issue was occurring that caused the 'Users who have changed this' Reset functionality in Settings to behave incorrectly has since been resolved.

44725

When an invoice is in the error state, the description and item fields were being misaligned by the error message. This has since been resolved.

45471

An error that was keeping ACC claims stuck in a loop has since been resolved. Claims missing 'accident date' and 'diagnosis side' should now correctly have their data restored from ACC and not incur an error log loop.

41673

Minor wording inconsistencies have been fixed on Discharge forms.

45354

An error that was incorrectly duplicating an appointment instead of updating the initially created appointment has been resolved.

44243

An issue has been resolved that was keeping the 'Save' button enabled even after saving the created or edited autofill.

42860

Appointment book/Calendar

The 'Jump' button has been added in the appointment book. This button opens a menu which jumps the calendar and selected day an amount of weeks ahead.

44766

ACC

Resubmission of ACC Invoices

A new 'resubmit' button for ACC invoices has been added for invoices in the following states:

• Authorising with a comment attached and no payment attached.
• Part-paid with a comment attached and no payment attached.

IMPORTANT   Ensure you have made any necessary changes to the old invoice before clicking Resubmit.

Selecting the Resubmit button will initiate the following process:

1. A dialog box will appear warning you that resubmitting will cancel the original invoice and create a new invoice number.
2. The original ACC invoice is cancelled, if cancellation fails a message will be displayed.
3. A new invoice is created. If creation fails due to invalid fields, a message will be displayed.
4. The invoice will be submitted to ACC. If submission fails, the invoice will go into an error state.
5. Each step will display the corresponding invoice number.
6. If the invoice submission or creation fails, 'Submit manually' will be displayed.
7. Once all steps are successful, the 'Confirm & continue' button will be disabled.

41491

ACC Claims

The messaging surrounding ACC Claims with a 'Status error' that are automatically retried has been updated for clarity.

43491

ACC Claims

The messaging surrounding ACC claims with a 'Status error' that do not retry has been updated for clarity.

44090

Conditions

For Referred in claims, users can now update the Insurer and Status when creating a condition from an appointment or the clinical record.

44610

Conditions

Additional states to update the Insurer and Status in the 'Edit Condition' modal have been added

44611

General

The October 2024 drug update has been applied.

45193

Transactions

Required Reasons have been added to the adjustment and cancellation of transactions for validation.

36337

Fixed an issue that was preventing the appointment status from updating when an invoice was created and edited before the consult was finalised.

44757

An error that was preventing updated practice details from being pulled through to invoices and payment receipts generated after the location details were updated has since been resolved.

44864

Resolved an error that was preventing a discharge from being editable up until the encounter was finalised.

44606

Resolved an issue that was throwing a validation error when one user deleted a condition while another user had the linked encounter open.

44658

Resolved an issue that was keeping some ACC claims stuck at 'Pending' or showing a 'Status error'.

44892

Some past consults were unable to be emailed after making a change in the editor. This has since been resolved.

44906

Resolved an issue that was occurring while exporting a condition, sometimes throwing an error.

45046

Generating a PDF would sometimes result in a 'Requested data was not found.' error for claim exports and from the letter writer, this has since been resolved.

44888

Resolved an invalid error that was occurring for some new ACC45 claims that were submitted to ACC. These claims will now correctly go to 'Pending' and begin the retry process.

44992

Claims can have their claim number changed when they return with a 'Status error'.

45139

An error was occurring that caused invoices to time out while being paid, this has since been resolved.

44910

Certain claims in Error status were inconsistently allowing lodging from the summary page but were allowing lodging from the ACC45 form. Claims in error now allow lodgement when all mandatory values are filled as intended.

45267

An issue was occurring where appointments that were more than 12 hours old remained editable by moving the appointment to the current day, this has since been resolved.

44466

Autofills

The Autofills feature has been enabled for Beta users. Learn more about how to use the feature in the Managing Templates article.

42416

Autofills

Autofills can now be quickly added and edited from the Word processor. Once an autofill has been added or edited using the quick edit, it becomes available in the word processor autofills list and can be inserted into the current document with the correct template.

42730

ACC

The 20 minute wait time for status checks on claims has been removed.

44074

ACC

If an ACC claim returns with a Status error, the error message will now be displayed to the user for visibility. This claim will automatically then be put into the queue to retry.

43660

Draft Items

Enhanced the user experience by adding persistence to the filter bar in draft items. Selected filters such as 'Bill to' will persist even after navigating away from the page and returning.

44444

Draft Items

The Draft items search has had some minor improvements made.

The patient filter is now left aligned, the name of the search is now "Patient / Client search" (depending on your settings) and the wording for the "Billed to" filter has been changed to "Bill to".

Financial

The search components across Billing and Claiming have been improved to match the functionality of the searches in the General Accounts screen. These improvements allow you to make more granular searches by either transaction or patient/client.

44177

User interface

Lists that allow single and multi selections have been improved system wide, for a consistent user experience. Multi-select lists will now always display as square checkboxes:

Single select lists will always display as standard radio buttons:

41161

Fixed an error that was causing the Nature of reaction selection of 'Unknown' to appear incorrectly in the Reactions modal

44148

An error that was disrupting the order of Online forms after making updates has since been resolved.

44799

An issue that was causing timeslots to duplicate in BHB have been resolved.

42954

A validation that prevented users from recording the Reaction agent 'other' multiple times for the same patient has been removed. This can now be used multiple times for the same patient as intended.

43483

Fixed an error that would sometimes cause the appointment modal to disappear when left clicked from the appointment book.

44420

Resolved an issue that was incorrectly showing 16 consults for an Acupuncturist instead of the intended 12.

44076

In some circumstances, editing a completed RAND 36 clinical tool outcome from the patient tree would duplicate summary items. This has since been resolved.

44154

An error would appear when saving a Discharge, preventing the user from updating the clinical data. This has since been resolved.

44456

ACC

Default HPI CPN: Provider specific CPNs can now be added from Users > Professional credentials > HPI CPN. Whenever the system needs to check the status of a claim or verify information with ACC, it will automatically use the CPN of the designated user.

43364

Address Book

When selecting close, cancel or save after completing a record update, starting a consult or viewing a record the user will now be taken back to the Address book.

43364

Resolved an issue that was leaving the Save button enabled even after saving the form in certain cases.

42983

An error that was preventing users from using the drag and drop functionality to move appointments when they only had one location has been resolved.

44259

When adding a new reaction, the reaction agent is now correctly not editable until the reaction is saved. When editing an existing reaction, the reaction agent is now correctly not editable.

43614

Resolved a 'Types is invalid' error that was occurring on old encounters with a new RAND 36 completed form summary.

44145

Forms will now be correctly set to the default country (AU/NZ) of the Omni Tenant they are created on.

43752

Resolved an error that was occurring while entering an email when creating a new user even if the email was not already in use.

43915

Some minor inconsistencies in various Forms have been fixed.

43933

Redundant Form templates have been removed.

44126

Patient demographics have been enhanced to replace missing words and reorder misplaced information.

44127

Multiple minor errors in Form notifications have been resolved.

44133

The functionality that was preventing forms from being sent for Past appointments has been removed for consistency.

43588

An error that was preventing the 'jump to' navigation from working while editing an Organisation has been resolved.

43124

A styling inconsistency has been resolved that was causing the Finance > ACC Claims > Bill to information to appear too narrow.

42984

While creating a new user, a message will now display instead of an error when the email is in use by another user.

43595

An error that was causing invoices created from an appointment to be linked to an incorrect location has been resolved.

43632

Online Forms

Online Clinical Forms have been enabled.

Online forms are forms that are sent to patients electronically from Bp Omni via a link in an email, SMS or by QR code. The patient then clicks the link to open the form and fill it out.

Once the patient completes the form, the information that the patient has entered is sent back to Bp Omni.

Using online forms means that patients do not need to fill in a paper-based form with their details when attending the clinic. Online forms save time for receptionists, who are no longer required to manually input information from paper-based forms, as this is data entry is now done automatically by the system.

See Understanding Online Forms for more information.

43585

Notifications

A notification will now appear when a non-clinical form has been responded to.

42978

Clinical

When 'Other' is selected as the Reaction agent, the supplementary text entered will be displayed in the structured notes instead of 'Other' for clarity.

43316

General

The August 2024 Terminology Update has been applied. This update applies missing Read Codes.

42121

An issue that was erasing recurring appointments while adding reserves from the provider profile has since been resolved.

43720

After certain system changes and updates, multiple lists (security permissions, follow-up tasks) across the software were experiencing UI inconsistencies. This error has since been resolved.

43552

An issue that was preventing certain invoices from being cancelled even if they had not been submitted to ACC has since been resolved.

43605

An issue that was causing certain Form field groups to appear out of order has since been resolved.

43747

Sometimes when selecting work related accident answers to the ACC 45 form, other related fields were not behaving correctly. This has since been resolved.

43493

Resolved an error that in some circumstances would not display any booking timeslots available for today's date due to an issue with working hours. This has since been resolved.

43527

Fixed an issue that was occurring if no Provider type was selected while completing an ACC32 form. This issue would result in the 'How many treatments does your client need?' input box not appearing.

42772