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ISSUE / ADDITION

SOLUTION

DATE COMPLETED

Synchronize your DELPHI patients with "OUTLOOK Contacts" and "GOOGLE Contacts".

DELPHI will create a "CSV" (comma separated value) file which will allow you to sync with almost any handheld device (Blackberry, I-Pod, etc...). 

This allows you to lookup client contact information while away from the office. 

This feature is located in the Super Report.

The Session Reports are now fully customizable.  Those of you familiar with the Super Report can now accomplish the same feats with Session specific information.

This feature is extremely powerful.

Very cool and a major time-saver.

This is located at the top of the client list as a colored bar drop-down menu.

It is located in the lower right corner of the scheduler.

You can set your preference related to cascaded checking of individual or groups of items.

•  Text (*.txt)
•  Comma Separated (*.csv)
• HTML (*.htm)
• Excel (*.xls)
• Word (*.rtf)
• Graphic (WMF) - Windows Metafile

DELPHI will automatically create a folder called "Ally" on your C: drive and automatically name the claims file to the date that you are creating the claim.  For example, if you create a claim on June 17th, 2009, DELPHI will automatically name the file "20090617.txt.  In addition, ff you choose to save your claims to a folder other than "C:\ally", then DELPHI will remember your preferred location.

This greatly speeds up the process of generating electronic claims and normalizes the naming of claims.

We have made a major breakthrough with all note taking capabilities within DELPHI (including session/progress notes, assessments/treatment plans, general notes, managed care notes. and sticky notes.)

This means total integration of EMR (Electronic Medical Records) into every aspect of the practice management capabilities of DELPHI. 

This feature allows you to define ANY category of your choice and ANY number of choices related to that category.  For example, you might define a category called "DISCUSSION/ISSUES" that contains items such as Friends, Marriage, Children, Parenting, Legal, and Medical. 

You simply right-click while in any note within DELPHI and a menu of your categories will be displayed.  When you select a category, DELPHI will display a selection box containing all choices related to that category.  You may then select any number of items related to that category and insert that information directly into the note.

In the above example, you might select the category of "DISCUSSION/ISSUES", and pick Children, Parenting, and Legal.  DELPHI will then insert the following sentence directly into your notes... "DISCUSSION/ISSUES: Children, Parenting, Legal."

This feature will immediately make sense to you by simply right-clicking on any note with DELPHI and selecting some of our predefined categories.  Remember that you can define ANY category of your choice for any purpose along with any list of options related to your category.

VERY SPECIAL thanks to Michael Connor from Oregon.

For example, you can instruct DELPHI to require a field such as Facility, or you can instruct DELPHI to no longer require a field such as Referral Source.

This feature dovetails nicely with the other new feature (DEFAULT CLIENT) described below.

Go to the Setup Menu under "Add New Client" to see how this works.

This greatly increases the speed in adding a new client to DELPHI, and dovetails nicely with the other new feature (REQUIRED FIELDS) described above. 

Go to the Setup Menu under "Add New Client" to see how this works.

This is very useful in situations where you are seeing multiple family members.

Thank you Rita and Paul from Michigan

Thank you Rita from Massachusetts and Michelle from North Carolina.

In addition, the buttons within DELPHI that send electronic claims are now set to automatically connect you to the login screen at the Office Ally web site.

Linking to external documents is done by simply right-clicking within any note (i.e. Sticky Notes, Progress Notes, Managed Care Notes, Session Histories, Assessments, etc.) and selecting "LINK TO AN EXTERNAL DOCUMENT."

External Links can be accessed by simply clicking on them.

THIS FEATURE IS EXTREMELY POWERFUL AND FURTHER OPENS DELPHI TO THE OUTSIDE WORLD. 

Thank you to all of our customers that helped us "beat up" this feature until it worked beautifully. 

Thank you Steve from Chicago.

Thank you David from New Jersey.

Thank you Frank from Idaho.

Thank you Medicare for making life miserable for honest software developers, mental health care providers, and innocent patients.  Everyone reading this knows exactly what this means...

Thank you Allison and Mike, who finally explained the exact circumstances under which this  happened.

Thank you Devon, who "gently" prodded us to add this feature.

Thank you Fred for getting us to add this feature back into , who "gently" prodded us to add this feature.

Now you can create a library of customized notes and use them in any of the notes (Progress Notes, Assessments, General Notes) throughout DELPHI.

First, create and maintain your own personalized notes in the Setup Menu under Personalized Notes.

Then, retrieve your custom notes by simply right-clicking in any note in DELPHI.  The right-click will present you with a list of notes to pick from, and then append that information to your document.

This really is an incredibly powerful feature and can be used for prescriptions, assessments, evaluations, intakes, or any other document that you can dream up.

Includes 3 text fields, 3 currency fields, 3 numeric fields, 3 date fields, and 3 true/false fields to represent anything you please.

The Provider of Service setup screen now allows you to enter a National Provider ID number for each provider within a practice.

This form is the replacement to the HCFA-1500 claim form which has been in use for over 15 years. 

Your choices are:

• CMS-PAPER
• CMS-ELECTRONIC
• HCFA-PAPER
• HCFA-ELECTRONIC

Once a claim form type is selected, this screen automatically adjusts itself to reflect the appropriate boxes on either claim form.  This allows you to customize each claim form on a carrier by carrier basis.  Most importantly, you get to pick the National Provider ID to be included on the new CMS claim forms.

Any time you would like to check for a new version of DELPHI, you should click on the Help Menu at the top of the main screen, and select "Check for Updates".  This will allow DELPHI to update itself while the program is still running.

In the past, you had to exit DELPHI and visit our web site to obtain the latest version.

Thank you Howard from Portland, and many others

Thank you Dr. Clark from Philadelphia.

- Sync with MS Outlook (and your handheld)

- Recurring appointments

- Day, Week, Month, Year, Timeline, or any other view

Additionally, you can now sync DELPHI with MS Outlook, which means you can then sync with your favorite hand-held device (Palm, Blackberry, Trio, etc.)

The new scheduler is one of the most useful additions in the past few years.  VERY NICE !

Thank you Fred from Tampa, and many others who have been "gently requesting..." a full-fledged scheduling package in DELPHI.

For each payment, write-off, adjustment, etc., you can now see the session date that was affected.  This is actually a bit cooler than it sounds.  Just do a detailed activity report to see the new information.

Thank you Brian from California.

Thank you Mardelle and Stuart from Washington.

This feature is very useful.

Thank you Mary Ann from Pennsylvania and David from Arizona.

Thank you Janice from Oregon (the only person in the country to point this out.)

Thank you Mary Ann from Pennsylvania, and Cecelia from Virginia.

1.  Adjust the overall size of the screen to allow the viewing of more sessions.

2. Adjust the relative height of upper and lower screens.

3. Adjust the size of the lower screen to view progress notes in a larger screen.

Thank you Diane from New Jersey.

Thank you Sara (keyboard junkie) from Alaska.

NOTE:  Make sure you set the administrator's Access Level in the Providers of Service screen to 3 before downloading this version.

Thank you Tina from Florida, and Shauna from California.

This takes a little getting used to since older versions of the software required you to use your mouse to start a search. 

Another little trick is that you can "clear" a search by simply pressing the 'up' or 'down' arrow key on your keyboard and then resume searching for a new client.

DELPHI32 will now alert you to anything new to the software while you are actually using that part of the program. 

For example: if you are making a backup, the New Feature screen will appear telling you how backups are faster and take less space.

The help system is well written, contains a table of contents, keyword search, and hyperlinks to other related help topics. 

It also contains a beautiful reproduction/image of the "HCFA-1500" that allows you to click anywhere on the claim form with your mouse to receive instant help.

DELPHI now lets you "view" completed HCFA-1500s on the screen rather than having to print them on preprinted claim forms. 

A new option has been added to DELPHI32 that allows you to remove the automatically generated transaction type descriptions that are attached to the descriptions typed in by you.

For example:  If you recorded a session in the past for INDIV PSYCH, Delphi32 would automatically print CHARGE INSUR - INDIV PSYCH.  You may now instruct the software to eliminate the CHARGE INSUR portion.  This means that you have total control over the description.  Warning:  If you enable this feature, you had better make sure you type meaningful descriptions for charges, payment, adjustments, etc...

Go to the Setup Menu under Accounting and look for the item labeled "Reduce descriptive info on Statements and Activity Reports"

Go to the Setup Menu under Company to select your preference.

Progress Notes (or Session Notes) can now be 'designed' by you to automatically include ANY relevant information.

You may now choose from three different body styles.  In addition, you may  customize the statements to meet your specific needs.

This new feature is available from the Setup Menu under Statements.

This feature allows you to create ANY report you desire. 

VERY POWERFUL.

Restore now searches your entire computer for available backups (useful for removable drives such as zip disks).

Fixed

Sep 3, 2002

Aug 26, 2002