FX MedSupport Friday October 13th, Friday Connection - Cerbo Update Log Summer, 2023 Updates 10-13-23

In this video, I discuss the latest updates and features in FX MedSupport. I provide insights on the application, including the ability to give multiple discounts in bulk, the new charge types, and the improved appointment creation process. I also touch on the topic of syncing appointment notes to external calendars and the option to assign documents and tasks to resources. Additionally, I highlight the enhancements in patient vitals, the inclusion of rich text files, and improvements in IV and injection notes. Overall, this update aims to streamline workflows and improve the user experience.

00:00 Introduction

00:55 Attendance and Application Overview

03:09 Application Tabs and Discounts

05:17 Charge Types and Bulk Discounts

09:22 Multiple Discounts and Charge Types

14:48 Base Model and Charges

18:50 API Connections and Third-Party Applications

22:03 Admin Charge List and Categories

24:23 Creating Work and Update Feedback

28:14 Appointment Creation and API Connections

31:12 Virtual Appointments and Multi-Location

33:45 Feature Request and Sending Documents

34:41 Exclude from iCalSync and Calendar Notes

36:18 Assigning Documents and Tasks

39:41 Patient Vitals and Printer Fax

0:00:01 This is FX MedSupport Friday October 13th, Friday Connection. Let's go ahead and let some people in. I was just testing some new software.

0:00:17 Hello, hello, hello. So I'd probably do the cheesy marketing thing and, Use this as the logo. I wonder if the AI is good enough to say use this as the logo.

0:00:44 Don't need that right now. So there's supposed to be five people here today. Like usual, a bunch won't show. And it is early.

0:01:03 Some of the items I'm going to put in there. I'm going to want to go over today are the servo updates because they, they sent out a newsletter a little while ago, but they now have their new summer update for 2020.

0:01:21 23. And it's pretty big. And so probably spend some time going over this because it's really it's really large. And then go over some of the updates at FX Medsport and obviously if there's any questions, we can start with questions because we're here for you first rather than me just talk.

0:02:03 Give me one second. Something I'll just kind of show real quick which is fun. So for anybody, oh wait, I just closed the exact window I wanted to share.

0:02:20 For those of you that don't know inside of our servo system, and then I'll close out our development window after I show this, but we currently have a portal phone system and we currently map to cell phones, and so it's always cell phone, cell phone, cell, I can't even say the word right now, wow, phone

0:02:50 , yeah, cell phone, cell phone dependent, well we now add a VOIP interface that allows your user to not have to use their cell phone and you then would log in either through a URL in the system so that you have the application always on its own tab or you might launch it inside of our new app, our new

0:03:19 , like, desktop app that you can download. It's not really an application, it's just a wrapper but the exciting new thing is instead of having to use the portal phone system for your phone, somebody now can call in and you might, you might be right here working, but you can see that we're getting that

0:03:45 phone call. And so now you can use the application whether inside of a, the app or if you actually logged in with our URL, you can use the phone system.

0:03:59 So just, that was something we were testing right before this started. That should theoretically, if all goes well, go live on Monday.

0:04:08 So yeah, that's just what we were testing right before this started. I'm gonna go ahead and close out of all of our testing websites just so that, Moving forward, we're in everything going live.

0:04:25 If there are no questions about anything, I'm probably gonna start just this with the, the Serbo updates. Because they are really large and I think a more, I think a better word is they're very impactful for the practices.

0:04:46 These changes are definitely going to help the, the Serbo community. So one thing to definitely pay attention to is Serbo is quite large now both as a main application as well as the number of, of clients that they serve.

0:05:09 So you may or may not see these changes until your rollout happens. I don't know the exact number but I think they have like four clusters and I could be definitely wrong on that.

0:05:24 There could be more, there could be less, but I'm pretty sure it's about four. And so you'll see these changes as they're rolling out and making sure that the builds are stable.

0:05:38 So rather than going through every single one and reading them to you because I Just don't think that's what we need to do.

0:05:53 We could talk about some of them in that that the topics and then we could talk about the important high level ones and we can go into how those will most likely impact your practice with the new changes and then if there's any particular one that somebody wants to talk about we can always do that.

0:06:18 A lot of their recent changes around the payment system are just really impactful. So auto discounting rules. I think that's a really like nice to have for those that use discounting discounts a lot depending on tiers how they implement it.

0:06:38 I don't know yet. But. Depending on the tiers, I have a feeling it's probably going to be, you know, maybe tag influenced.

0:06:53 Those that are using discounts based on patient conditions, I think it's a really useful tool because you used to have to always go and do the drop down and add the discount that you wanted.

0:07:07 Most likely it's still going to have the condition item or charge must be discountable. Inside Serbo there is a top level category that first says, is this charge allowed to be discounted?

0:07:22 I have a feeling that language or that knowledge will still be there, but allowing it to have an auto discounting rule based off of other conditions.

0:07:35 Is going to be very powerful for those that use it. This is actually that's actually really, really. Really helpful. Bulk applying discounts to estimated charges.

0:07:52 I don't know if I have it in my build right now. And rather than me talk, we should probably talk about the item and then go look at it.

0:08:02 This is really impactful. So what they're saying and do I have it? Okay, so in my build, a an unused member service is gonna be an estimate.

0:08:24 And so, let's go ahead and add another one. So, what? They're saying is now we can apply a discount to all of the estimated charges or unused member services by going to apply discount and so let's go ahead and take.

0:08:53 10% off for friends and family. You can, that's really, so that's actually a really useful tool. You can then say maybe I don't want to apply it to one of them and you can remove it.

0:09:07 And then you apply a discount. Can you, what happens if you go ahead and now I want to apply another 10% can I?

0:09:14 So this is already getting a 10%. Can I give everybody a new 15% off? Oh wow that's actually, okay I really really like this.

0:09:25 So you have the ability to give multiple discounts in bulk you also can not give them. That's a really good tool.

0:09:36 Good job Serbo on that tool. Let's actually jump in and look at this auto discounting by tiers. I have imagined that's going to be managed discounts.

0:09:49 And let's jump in our friends and family. It's active. Ah, here we go. So our auto apply discounts. So these are rules for when the discount should be automatically applied based on patient tags.

0:10:04 Yeah, I knew they'd be patient tags because why else oh and charge type So I guess if you have a certain charge type, maybe this is called friends and family.

0:10:13 Just this discount. Wait, what? Is it a charge type? See you next week. So it's charge type? It's not, Yeah.

0:10:49 I don't understand that and charge type. So I guess it'd be appointments and then blue. Oh, okay, I get it.

0:11:06 I get it now. So as long as the charge inside, as long as the charge ends that you're adding has the category of that you're, And they have that tag.

0:11:24 Let's go get, Oh, we're gonna, I didn't pick a good tag because when this tag gets added we start triggering automations, but now we're saying when the patient has this tag and it's, It's that charge type.

0:11:36 It should get that discount. Did it do it? It's a really weird note. Remember, so I have a feeling it applied to discount.

0:11:54 That's really cool. Alright, back to it. Alright. Okay, so this is really, really cool. They're really, this is really large waiting for this for a long time.

0:12:12 So what they're basically saying is, traditionally inside Servo and instead of saying this, I should talk about out, I should say the topic out loud, the payment allocation over in Servo, it's been overhauled.

0:12:27 This is probably one of the largest changes they could have made. So I'm excited to see what this looks like in the code in the backend because what they're saying is, historically, if you have multiple charges so let's go and add a payment.

0:12:45 Do I have any? Perfect. So historically, when you would come here and say that you're going to make the payment, so let's just say 2000.

0:12:55 Dollars. And we wanted to do this. Okay. Serbo would see this and allocate it and you'd have information in Serbo, but programically you wouldn't see the end.

0:13:11 Individual charges inside the Serbo execution. You would only see the grand total. So let's go ahead and do other. Let's add this payment.

0:13:27 When we launch our Serbo community tool, we should be able to see a lot more of that charge information. I'm excited because if we can actually see what we think we'll be able to, this is when we would.

0:13:43 Launch our QuickBooks online integration. So patient, charged, created that we just did. Let's go look at this and is this for us right now?

0:13:57 So we added money. So hopefully we can see. Different items in the charges or there's always a chance with the new server update that we have to update our tool to be able to receive their new information.

0:14:15 I'm not seeing individual line items yet. I'm seeing the total that we charged and maybe I don't have this update yet.

0:14:36 Okay, so let's go look. Base model. But I don't see the new information there. Let me just tell you, you've seen this.

0:15:14 So,maybe I am not understanding this. We have fundamentally changed how the payments are applied towards charges in a way that makes financial decisions.

0:15:20 Financial reporting more powerful, flexible, robust, previously the payments that were applied towards charges inside the encounter note,is it maybe because I didn't do it inside of an encounter note?

0:15:44 Maybe I'm wrong on this as well, but okay. We did this inside of an encounter note. Let's, Let's move these to charges.

0:16:08 Okay, discounts are still there. Add these charges of the patient account. Add payment. Why is there, it's giving me the, still not seeing the line.

0:16:39 Maybe when we do it this way, let's just test. Let's test. And I could be wrong on what this is supposed to be and I'll continue to look, I thought it was different.

0:17:06 Charge, charge, group charge, I was charged, charge, charge, payment other. I really hope others not connected to anything right now.

0:17:33 I don't see any of the information so, again there's always a chance that I don't have this part of the update.

0:17:41 There's also a chance that our system is not built yet. To handle this part of the update as well so definitely just want to be super transparent as we are playing and looking at the Serbo tools.

0:17:56 Since we build on top of Serbo, if they make changes sometimes we have to make changes to our system. I don't know anything about this new payment processor because they don't share a lot on their website with regards to their fees with that said, I do like that they are very API favorable so that it

0:18:28 looks as if the APIs that they have with your account, you're able to do that. The ones that for Serbo that uses for Stripe and Serbo uses for Bluefin, we're trying to understand those APIs.

0:18:43 How can we possibly play with them so that our app can play with them? Can touch them, or at least touch your account, maybe spin up different APIs for your account?

0:18:58 It's actually a really good idea because if you own your account you can have different API connections. We could then connect.

0:19:07 It's actually a really good idea. I don't know why we didn't think about this before. I'm gonna have to go ask you a scene.

0:19:15 Alright, so anyways, with this company I really like them because they are very technologically thinking forward and really wants to make your life easier.

0:19:25 What's really funny is something that just wasn't ever, ever coming. Like there were multiple threads in the Facebook group about wanting Stripe to be have a higher upgrade for subscriptions and payment plans and it just was like getting overheard it wasn't going to happen and then all of a sudden this

0:19:48 starts to get announced and then this happens so it just shows that and I don't know who's in charge whether whether the third party builds these I have no idea who like for our applications we build our applications because we want to be here these companies have a demand or because servo wants them

0:20:12 here. I don't know who pays for the development into each one of the, their third party applications but I think it's always better to have more competition and it's just really interesting that as soon as a new option comes, stripes like all of a sudden like, hey we can now, we'll now do what you've

0:20:35 been asking. Bulk dispensary supplements from inventory. In all honesty I'll have to go and check. But, if the APIs have been updated so that both, that this works properly then it's really useful.

0:20:54 Historically, the supplement APIs, especially associated to products from inventory, have not been robust or working as they were supposed to.

0:21:10 The fact that they're putting this here means most likely they've redone or reworked it so that it is very robust and reliable, makes me excited so that I can go tell my team to go look at a project for one of our clients that has an issue with having multiple in-person locations and they need to move

0:21:34 product supplement inventory in bulk from multiple locations multiple times a week and so if we could have a tool that could do this bulk API it would make their life.

0:21:47 A lot easier, so I'm very excited to go in and on deep dive and look at this. Better charge list searching the clinic charge list under admin manage charge list is now searchable by charge type.

0:22:03 Let's just go. Take a look just so we can see this. So we'll go admin manage charge list. So. If I open up a charge and I look for, so is it like lab kits that's now like the, is that like what they're saying?

0:22:29 Yep. Okay. So they're saying that you're, I think what would be more helpful. I think this is really good, but it's not going to be really intuitive for a user to jump in right away.

0:22:42 And again, I say this super humbly knowing that clients jump into our system and constantly tell us how we need to improve our app.

0:22:50 So there's no, like, judgment here, but this should actually, for categories or types, it should be a drop down. Just make it, like, because I don't know, other than knowing that I have lab kits, what are my other charges without, like, drop, without searching?

0:23:06 And then, how do I ask? I actually know if I'm doing a top level search, that I've searched for all of my categories.

0:23:14 It would be really easier, and they already do this, like, if we went admin manage alt plans, they already do this right here.

0:23:23 So, I think, bringing, this type of logic into, and I know no one's gonna ever listen to this or see this other than the person in this group right now, so I'm laughing kind of inside but I think overall that update, would be a more user-friendly update to the Servo system here for their users so patient

0:23:50 portal, this, some of the updates here, I, I don't understand In all honesty, I don't understand the, the being able to push questionnaires back and forth to your patients, to me that seems like a lot more work to staff, I believe you should build questionnaires that are simple enough to where your patients

0:24:12 can, answer them and they can then hit send and save and it goes to your staff. As soon as you start creating documents that go back and forth, well you now realize you're creating work to go back and forth.

0:24:26 So personally I don't like this. Not from a technologically, like a tech standpoint, I think a tech standpoint it's probably very useful for a very, very small use case.

0:24:46 Like yeah, I think for a very small use case. So if we just went to go here to go look like what is it?

0:24:58 I'm just trying to see is there like a pushback? We have a lot. I need to clear out our patient portal.

0:25:26 That's definitely something I need to do. Let's do this. Alright, without jumping through it and start searching. I don't know.

0:25:43 I view this as just making more work for your staff. Maybe for a very, very, small use case where, I don't know.

0:25:57 Like, you know, so he- okay. Here is where I think is where this- This is a great use case. Your emergency.

0:26:09 So I think in every practice had like a, current patient information form. And this was a form that was, you know, made public to the patient annually.

0:26:24 And this patient updated this form, because remember now we're talking about the same form. Like right, why would you ever give you, like why, if your patient's in the portal and they're going to submit a questionnaire, like, what, in what, what workflow does it make sense that you as a medical practice

0:26:43 are sending it back? And so I'm trying to think it shouldn't be like, you know, social family questionnaire. It shouldn't be any of the questionnaires that they're using to on, board for their medical case, like, cause that should be a file and submit.

0:27:00 If not, we should spend time looking at the questionnaires and why you want them to go back and forth. But where I think a really good use case could be like, Like the annual update or patient information that ever, that you automatically make visible every year, they update that form.

0:27:20 It's just that it's a continual of the same form. All it does is probably create a new document. But I can't think of the use case where you would want a questionnaire to go back to a patient as a draft.

0:27:35 All you're doing is creating more work for your patients. This is something that's great making your age. Your portal better for 88 guidelines we're actually even really starting to do that for our application inside the application for the employees.

0:28:00 Oh, that's actually really good. I have to make sure that we're looking into this so, cause that's good for our automator is being able to see the locations.

0:28:11 So, and again, rather than me say, you know, look at it in my head. What they're saying is now when you create an appointment inside of Serbo and you may be part of a multi-location practice, that location is going to come into the metadata that we get so that you can, You can see where it is.

0:28:35 Now, what I'd be interested to see is we're not a multi-location. I don't think, We have multiple accounts, but I don't think we're a multiple location.

0:28:48 But for it, is your, where is appointment created? Schedule created. Is your base location considered a location? And does it need to be a in office for that appointment to trigger and does your office need to be actually registered?

0:29:16 Let's try. Admin manage, schedule types, 45 minute massage, we're going to, I guess it's going to be in charges, not in the appointment type, so now I'm confused.

0:29:52 So if we do this, so is it based off of the appointment type or the encounter to show location. We'll show the appointment scheduled location.

0:30:17 I'm assuming you can only see this maybe if you have the multi location. Because right now I can't, like our system, like how do you say this is an in office appointment?

0:30:31 It's not going to be off of the schedule created, right? It's going to be off of, that didn't help to not assign a patient either.

0:30:40 I absolutely love that there's somebody here hanging out with me as I go over the Serbo updates just so that I know what's new with Serbo to be able to help the community.

0:30:55 Like this is actually what I do. I knew when there was a new update as I play to make sure I know.

0:31:00 And so thank you for hanging out with me. What I don't understand though is how does the system know that it's an, in office appointment, like if it's a virtual appointment, does it, like, are you, how are you telling the patient?

0:31:22 I don't understand this. Schedule created. So maybe it only works if you have multiple locations. So I'm going to ask Serbo to go ahead and give us a multiple, a new location.

0:31:40 Cause I want to see this. And I'm assuming now in the admin manage schedule types inside schedule. There's probably some type of location, like a location setting maybe because.

0:32:00 It looks like it's just oh, do you see this data appointment location? I can see it on ours. Do you have more than one location?

0:32:10 Mm hmm. Yep. Ah, okay. So how do you, how do you? When you're looking at your scheduled types, is there an, is there a way to identify that a scheduled type is part of a location?

0:32:25 Or is it by the provider schedule part of the location? Well, in the event log, I'm able, er, in the Servo community, I'm able to see the, like metadata, and here, it's, it's, It just strictly says the location, and our locations, we could schedule any provider at either location.

0:32:57 So when you go to schedule an appointment, is there, is there a new, do you have something here? That allows you to pick location?

0:33:09 Yes, yup. Where, is it right here maybe? Yup, it's right up at the top. So we have type, and then status, and then location is right there.

0:33:19 And then if you come here, do you have the ability to go to, Different locations in your servo? Yup. Okay, so yeah.

0:33:25 Okay, so I'm gonna ask servo if I can get this feature just so I can play with it more. So especially, so I can basically be able to play with practices like yours.

0:33:37 Okay, awesome. So I think that really helps. I know that really helps for one practice that wanted to be able to do this exact thing.

0:33:47 I'm trying to think of who it was. This is really big now. Yeah. That's wonderful. There was a practice that asked me this exact question of how can they send out their appointment reminders but tell the patient this is the exact location it's in.

0:34:05 So that's really wonderful that they did that. Like, to me, that's the small change that makes your patient's life so much easier.

0:34:16 Calendar thinking. I'll have to look at this appointment. Take notes, exclude from iCalSync, I don't understand this. Users that subscribe to Serbo Calendar for an external calendar.

0:35:00 Wait, like does not? Are they saying they now are not doing this? Appointment notes exclude from iCalSync users that subscribe to Serbo calendar from an external calendar iPhone Google may notice that by default the information that is synced does not include internal appointment notes, which may include

0:35:22 of course, it shouldn't and there shouldn't be a way to do it that's silly if you can actually do it if you use the iCalSync.

0:35:30 And want appointment notes to be included in this like why would you want your appointment notes to sync to your calendar like that inherent like i know phi is crazy and hip is crazy but Thank you.

0:35:46 That's crazy. Like, that's your patient notes. I don't want that in the google world. Wow. Assigning documents to tasks to a resource, that's awesome.

0:36:00 That is really really big. I want to take a picture of that and share this with Mariah. Like, that's really huge.

0:36:18 That's really huge. So, the ability to now assign documents and tasks to resources is really helpful. So a lot of practices, they create users, resources, whether they want them to be scheduled.

0:36:36 Or maybe they create a user called RxTasks and every Rx that comes in the system, it gets assigned to the RxTask resource so that multiple admins can log in.

0:36:51 And jump in and look at those resources. But now being able to assign tasks to them, that's really helpful. It would be easier if a task could be multi-assigned.

0:37:15 That would overall be the easiest thing that Servo should do for their, their task system. I don't know why it's the easiest thing to do. Only single user base, makes no sense.

0:37:31 But this is a good, you know, as opposed to needing to assign a task to five users, you can now assign it to one resource and all five users can go look at that task.

0:37:44 So that in itself is a good idea, but it falls short on what is needed and what's needed is really multi.

0:37:55 Multi-assigned task. That's really what's needed. Again, no judgment. Patient specific lab result export when viewing patients structured lab results, you can now export the specific Oh, wow.

0:38:13 But that's probably only, so this is probably only for integrated lab results. I would imagine not for any other data.

0:38:25 You So this is, I just noticed this we haven't got there yet, but we've got saved, unreviewed, and saved file closed.

0:38:37 They moved the buttons from right here to up here and we now have a See you next week. An initial actions button, create a task linked to this document, print this document, fax this document, open this document in a new tab, save, and reopen it in a soap note.

0:39:00 So that's the push to soap and view patient in a new tab or delete document. Okay, so these action items used to be right here and then the save, unreviewed, and so the Yellow and red or yellow and green, whatever.

0:39:18 I forget what color those buttons used to be down here are now up here Okay, so that's a little little user interface change Patient vitals is now printable.

0:39:34 Is this printable from the patient side or from the admin side? So when you open up your patient vitals, you now have a printer fax.

0:39:45 What's it look like? How does it just standard document? Oh, so you can see that we are testing the APIs with our applications and we had it on overkill.

0:40:03 That's a lot of data points. So that's why we turned off our API as we were updating our system. That's way too many times we were telling the system, hey, this is my heartbeat.

0:40:21 And basically every metric we were bringing in way too often. But the printable vitals, I really like that. Print form obviously save, send us facts.

0:40:34 I really like that. That's a, That's a good feature. I should probably figure out how to delete some of my vitals from this system because our vitals are not opening probably because, because of the number there are.

0:40:56 It's probably just, yeah, I mean, there's way too many. So we'll probably have to go delete some vitals in the Serbo system for my user.

0:41:06 Practice documents, handouts, upgrade. Additionally, when sharing documents, handout, I wonder if the API's got updated with this. This would be really wonderful if they got updated.

0:41:30 And that's really helpful, is traditionally you could assign a practice document to a patient and then go and give it to them again and you'd end up giving it to them three or four times.

0:41:41 Now it's saying it's not going to let you, which is really helpful. It'll actually just show you where it already is.

0:41:48 That's a really helpful upgrade. So let's go see about some documents for this user. Let's give them some handouts. So let's select from existing.

0:42:05 Now this is really nice. So if I close and attach, if I come in here and open up an new encounter, is that going to show that it's attached still?

0:42:19 It didn't do that. But what if we, which one did we apply? So we applied the 10-11 of 23, and so if we attempt to do this, okay I'm really confused.

0:42:41 Didn't it just say, did it actually give it to me twice, so let's look. Did it actually give it to me twice?

0:42:51 It didn't give it to me twice. I don't see the warning, maybe because I didn't hit save. So I don't actually see the warning.

0:43:02 Warning that it, Thank you. And again, there's always a chance that I don't have the update for this part or I could be triggering it in a different way than what they were intending But, I don't see it adding multiple times, but what I do, but I don't see the warning that they're saying, and I'm not

0:43:50 , honestly, I've been- probably aren't gonna ask them about this. And, you know what, like, for all I know it could be because it's like just the encounter's the same and they have, you know, it might be a little teeny bug right now.

0:44:03 Let's try again. So it says as soon as you attach it, it'll be attached to their document and then if you unattach it, it'll be removed.

0:44:19 I mean, so it's not adding it multiple times. But it's not telling us it's there and if I remove it now, so let's, let's remove this.

0:44:32 Let's unlink it and we refresh. How many? How many? How many times do we have to remove it to make it go away?

0:44:45 So let's unlink it and let's unlink it. But let's not save that last unlink yet. Alright, so theoretically, this unlink should make it go away.

0:45:09 Theoretically? No, I'm confused. So if we added a different doc- I mean, if we had a different document, does that go there?

0:45:27 Or is it- or is this the folder? And I'm not even looking in the right folder, am I really just that silly?

0:45:37 I bet- oh my gosh, I bet you would put it right here, cause I'm silly. So let's try this. Attach.

0:45:49 Come here. There. Perfect, okay. So now let's go add it again in a different encounter. If it didn't get me, notice.

0:46:12 And it doesn't appear- Yay. To have added it twice, and now let's unlink it and check. Still there, and now we'll unlink it again.

0:46:51 I am just assuming maybe I don't have this part of the build. Like let's do vital test 726 and we're that I don't understand.

0:47:24 The only other thing I can think of is I'm totally dyslexic. I'm not paying attention that maybe that was already there and this was already there prior to today and I just don't even have this entire section on my build yet but I'm not seeing any of the functions working differently than they did in

0:47:47 the past. Ooh, wait, this is really- really cool. So what they're saying about the rich text files is historically in Serbo and you're staring at your patient chart, like there's- where is it?

0:48:25 Good example. I don't think they have any. Like you're gonna be able to do this with tech- with rich doc- text document I think is what they're saying.

0:48:38 Maybe that means they're getting closer to letting us do that. Here within the encounter section. Alright, so charting, prescribing, and plan.

0:48:52 This section. So chart parts, omit any supplements or medication that- Have been deleted. Hey, that's really cool. I don't understand why I would add them if they were already deleted, but that's really cool.

0:49:11 A new option to include the- sign date on the printable encounter summary. Oh, that's awesome. Just more information, more metadata.

0:49:21 I really hope that chart parts eventually gets connected to their API system. If so, then we can definitely complete the auto chart.

0:49:29 Prep project. If not, what I think we're going to do is admin manage chart parts export to CSV, and then we would load some type of association table.

0:49:45 And then if you ever updated chart parts, you'd have to then update our system, but I think that's how we're going to actually start building it right now.

0:49:55 It'd be so much better if we saw this via API though. IV and injection notes improvement. Okay, this would be really wonderful.

0:50:07 What are they doing here? For clinics that document an injection. Sorry, I'm reading it to myself. So if we were to go and look at a patient let's go out.

0:50:33 We've got an IV infusion of a Myers cocktail. Super boost Myers. Here's the cocktail. Add it. So historically that would go in the IV section and it should come into orders just like this.

0:50:48 Okay, so what's new? Let's title the encounter. This is summer 2023 IV section update. Just so that we have it.

0:51:06 Okay, what are they saying they updated? So they added the dates. Okay, so is that meaning that if the page, comes in and they want the service?

0:51:30 Okay, so it's okay. This still functions normal. Date order is still the same. So this is all traditionally still the same.

0:51:37 It's still mainly, As a sub-encounter, I wish it was a way that it allowed you to not do that because it just gets lost.

0:51:59 See, so here's something and I know it's such a technicality, so I'm gonna have to probably make the system Thanks, there you go.

0:52:29 See, at glances any IVs or injections have been added to the encounter in the past. Oh, it's in the past.

0:52:37 Where do you see that in the past? How do I see what was ordered in the past? Is there a, Thank you.

0:52:58 Thank you. Okay, so if we were to close it, where does it show it was ordered in the past? The good thing is Serbo will do their Zoom meeting as well.

0:53:23 Add patients, this is huge. Add patients preferred pharmacy and course of rerouting e-prescription. Hopefully it's not, Patient dependent, but it's medication dependent.

0:53:37 I don't have the ERX option obviously because this build is my test build. And they don't give me that for my test build.

0:53:51 Our developer build can see it, we just can't send them. So it'd be really good when doing an ARX. Where is X selector?

0:54:17 Substitution, And maybe because we don't have a preferred pharmacy. So let's add some, Oh we don't have any preferred pharmacies.

0:54:41 Okay so I'll have to go make some. I'll make some and go back and test that. That's crazy I don't have that.

0:54:48 Increase visibility medication on dosages. Prescriber must have a role of primary provider. That sucks. So prescribers may not prescribe under their own entry and that.

0:55:15 So, okay. That's a billing thing. So what they're saying is, insight servo admin manage you. Users so how, right here, so role, a primary provider is.

0:55:40 But I guess if you're using your own NPI number it's okay, cause if you're, if you're leveraging somebody else's then you really are supporting an alternative.

0:55:49 I guess this is, this is good. I take back my initial energy. I guess if you are using your own NPI number and your own.

0:55:56 DEA number, I guess you're a primary provider. That makes sense. Like, but if, what happens if you have your own DEA number and your own NPI number?

0:56:12 But you're pushing the prescription on behalf of a different provider. Are you a supporting provider then? Or a primary? I wonder.

0:56:24 That's overall just, that's a go. That's probably just to probably get a 4 out of 5. Or malady down. It'd be so wonderful if one day FX Meds support could get talked about in their third party integrations.

0:56:41 It's just, it's just cute. Awesome. That full script's got some stuff going on. Awesome. That Active Campaign's gonna be able to do some other stuff.

0:56:53 Like really, I think it's great. I just think they're tools that you shouldn't use. The new immunization registry reporting integration these are just things that FX Medsport's probably never gonna touch.

0:57:11 If your practice is using bi-directional or single direction lab integrations, there's a lot of updates. Rupa Health integration and beta testing, to me, this is really sad.

0:57:26 We should create an internal Serbo version of Rupa Health. That way a company didn't get rich. At least Serbo could get rich, or the community would get rich, rather than this company.

0:57:39 All this company does is takes the profit that should be going to the medical practice for the services being rendered, and they claim it.

0:57:47 If any medical practice would ever see how they make money off of the process, and how you can do what they do so that you can capture, you know, the 17% or whatever percentage overall let me know because I'd love to do that class.

0:58:05 Again just Rupahel shouldn't be in existence and to just so that there's not like a little clip without backing that up with some energy, let's think about this.

0:58:21 From just a business standpoint and a patient treatment standpoint, a patient comes to your practice to want to get help.

0:58:30 The medical provider had to have some type of schooling and some type of knowledge education. To be able to treat the patient and recommend lab tests.

0:58:42 That medical practice recommends lab tests. The patient says, yes, I'm going to do it. They go to Rupa and give Rupa the money.

0:58:52 Rupa makes the money. It sends the requisitions to the associated lab companies. The associated lab companies send the lab kit to the patient.

0:59:02 The patient does the lab, sends the data back to the lab company, sends the lab company then sends the results.

0:59:10 All to the medical practice where the medical practice now interprets the lab data for the patient in the future. So on average of like 17% mark-up, Rupa Health does it.

0:59:26 Just facilitates the ordering of labs. It's really crazy. But everybody that does the work being the medical practice gets left out.

0:59:37 So it's just yeah. All right. Financial reporting. I don't understand this. And I'm just going to assume that I don't have this connected to us yet.

0:59:50 Or maybe it doesn't work off of checking other it only works off of checking credit card off to take a look but.

0:59:58 We looked earlier and I didn't see any data difference. Fixed for prescription medication, ambiguity in the inventory sales report looks like just some changes.

1:00:10 Anytime you can ex you can export charges that's really good. Because if you're going to do a bulk change, it's better for you to go grab the data, make the bulk change and then know that you don't ever press another button in your system.

1:00:25 And you say, Hey, Serbo, can you update this real quick? They'll update it and then boom, all the changes are made in your practice.

1:00:30 Practice at once rather than having to make changes by changes. It's really, really good. Estimated charge report now shows an expiration date.

1:00:42 That's actually really good. I didn't see it in here. It doesn't mean I don't have it. So if we added a, let's add a, let's add two unused member service.

1:01:00 Oh yeah. So now you can say, well, this. This offer expires. I like that. That's really good. So that you can actually just not, not so that you can say patience.

1:01:15 Like pay this. I really like this. Not the, not the expiration. Date as a way to say patience. You know, you have until this date or else.

1:01:26 What I really like is that after a certain date, it'll just kick it off. And that then doesn't mess with your books on like your receivables and whatnot because it truly was just an estimated charge.

1:01:40 Never happened. It's gone. More importantly, it's something that your staff doesn't have to go and remove because the patient's not gonna do it.

1:01:48 You can always then charge an admin fee. The patient want to come back and do it. I really like that.

1:01:54 That's a really good update. Being able to have an expire date for estimated charges. A new sync flag on in the encounter report for clients that are integrated with OPS and insurance billing.

1:02:11 I don't know a lot about the OPS and insurance billing integration. I should probably learn, but I don't. So some non-financial reportings says non-financial reportings and they talk about the credit card report.

1:02:36 So I don't understand that. So you can now filter patients by specific preferred facilities, that's actually really cool. Oh that's like admin, so if you have admin people that are really just in servo to add scheduling, why would you have that though?

1:03:12 Like, like, you should be using the portal having your patient schedule and that person should be doing something higher level.

1:03:21 Patient tags and tag notes now shown on the calendar report. I don't see counter report tags on mine yet, so.

1:04:01 So, that looks to be something probably still coming from my build but it, I guess that when you're doing your calendar report, you can now have some filtering by tags.

1:04:19 API, so this is really awesome. Whenever there's new APIs or web hooks, I'm always very, very excited, so. Oh, this is really big, oh my gosh, this is really big because of how we use our app.

1:04:44 When we retrieve your picture, we have to do multiples. Filtering because it wasn't just easy to say, hey, this is your picture, but it is now.

1:04:55 That gets me excited. There's always a chance that that means Serbo is finally about to release their patient portal application.

1:05:05 There's certain little, there's certain actions that when they start doing it makes me thinking other things and I would love it if they could release their patient app because it would have to, they'd have to release a lot of other APIs that would be really helpful.

1:05:23 View and set patients preferred facilities and specialties via API, that's kind of cool. Set the medication frequently, supplement dosage frequently.

1:05:32 So can we now edit? We can now edit medication. We can now edit Rx via API. That's crazy. Where's our API document?

1:05:51 So can we really edit Rx? API now? Patient Rx endpoint? Is there RxEdit? Get all prescriptions for a patient, get a single prescription, post a medication via the refill patient portal queue, cause we're not, so we're still in the queue, I don't see.

1:06:28 Okay, yeah, wrong, but I don't see that. Set the medication frequency and supplement dosage. So maybe a different API that's not, Patient RX.

1:06:45 It's not drug endpoints. Could be patient. I don't think it's patient endpoints, but, Like, there's our new image that's probably in there.

1:07:07 Questionnaire endpoints. I'm interested about that. So I don't see how that's possible unless it's hidden somewhere in one of these.

1:07:25 Definitely not. No. There's no way, no. Wouldn't be in here either. But it just doesn't make sense to me. It only makes sense to, Yeah, I don't understand how that would be possible or just maybe it's not released yet.

1:07:57 Maybe yeah, obviously, maybe it's just not printed or released yet. Well, that's kind of cool. So now when you're fetching encounters, if they've had any amendments, you can be able to see them.

1:08:20 That's kind of cool. General performance update. Well, what do you know? That is the entire Serbo update of 2023. I, I'm kind of shocked that nobody else showed up today.

1:08:38 I didn't see there was a chat. Okay. Yeah. Unless there's any questions, I'm probably just gonna end it there. It was really fun to go over all of the SERBA updates for 2023.

1:08:55 Some of them I really, really love. Some of them I don't understand probably just because I don't have yet in our system and others I think need to get a little bit more improved further for the patient usage.

1:09:07 Or the client usage, but overall really good update log. Go ahead and end. Thank you. You are so, so welcome.

1:09:16 You have just an amazing rest of your day. Thanks for joining me. This was fun. You too. All right. Bye-bye now.