To download the latest update for the program, please enter your user name, password, and province, then press login.

Download appointment sheet icons

Put them in the wchiro folder then right click icons.zip and extract all into \wchiro (not wchiro\icons).

Download patient treatment Files

Put them in wchiro folder then right click treatments.zip and extract all into \wchiro (not wchiro\treatments).

Right-click and Save Target As... to download Holidays file - Put holidays.txt in the wchiro folder (updated 2024-01-01).

Version 3.33 Release Date 22/10/2023 ADD:Option to merge patient files (Utilities - Patients Utilities - Merge Patients) ADD:Settings option to always confirm drag and drop moving of appointments ADD:Patient Pronouns field, with display at the bottom of the patient file CHG:Check and prompt to avoid blank patient files from accidentally being added CHG:Patient Sex field changed to Gender, with several new options plus typed entry CHG:Export - Active Patients and No Future Appointments use a date instead of weeks FIX:Check to prevent products with duplicate codes from being added FIX:If patient had multiple appointments, dragging could move the wrong one (rarely) FIX:Email configuration now allows five digit port numbers FIX:Complete rewrite of Utilities - Appt. Utils - Change Appt Doctor for Date Range Version 3.32 Release Date 14/10/2022 ADD:New exports for Appointments, Billings, Payments, Products and Daily Notes ADD:Proper API integration for sending email from Microsoft accounts ADD:Statistics - Activity By Type can now provide a list for Transfers ADD:About page now has clickable buttons for our website and email address CHG:Program expiry and hardware change licensing are no longer enforced CHG:Better Notes licensing no longer enforced, now free for all program users CHG:Cleaned up the Export menu, added new items and removed useless options CHG:Export - Patient List to File, most options include some additional fields CHG:Updated BC MSP Service Location Code options added (could also be typed) FIX:Emailing installation codes could fail under specific circumstances FIX:Emailing to Gmail could be blocked if source address did not match SMTP host Version 3.31 Release Date 30/05/2022 ADD:Proper API integration for sending email from Gmail accounts ADD:Option to print today's recall list added to Reports - Missed/Recall List ADD:Can now save PDF copies of the Day and Date Range Summary reports ADD:Insurance payments breakdown by company on the Day and Date Range Summaries CHG:Export functions now allow choosing the location and filename to export CHG:Reminder List greatly improved to Reminder/No Reminder, moved to Breakdown CHG:Appointment Reminders report now has a timestamp and option to save as PDF CHG:Adding/editing a patient file no longer defaults to Date Entered (accidents) CHG:Add to Missed/Recall prompt also appears if appointment is NOT today's date CHG:Improved the formatting on the Day and Date Range Summary reports CHG:Insurance payments allow selecting any insurance company regardless of plans FIX:Reminders - Selected Patients Only could add those recipients to other lists FIX:Resolved a potential issue with our premium text messaging provider FIX:Print recalls would sometimes fail to prompt when there were recalls FIX:Potential errors when automatically importing holiday dates FIX:Patient could not be deleted while there was a popup note on their file FIX:BC MSP submission could incorrectly prompt for additional explanations Better Notes, Remote Access and IP Client/Server services try to auto-restart Version 3.30 Release Date 01/01/2021 ADD:Remote schedule access via the web (needs to be configured and set up) ADD:Can now disable reminders for specific billing codes (under Setup) ADD:Fields for online booking (not yet fully functional, for preparation) ADD:Treatment Notes tab now displays auditing information for the notes ADD:Query Patients by Email Address now available as an option ADD:Integrated sending of installation codes for program activation via email CHG:Email - Appointment Reminders, Additional Message will now be saved CHG:Appointment Reminder texts reformatted to include better information CHG:Day & Date Range Detail now have a Date in place of the Health column CHG:Email Settings - Port number entry now works like other fields CHG:Interac payment type name changed to Debit CHG:Patient Block optionally applies to Emails, Exports, Labels, Birthdays FIX:Patient Treatment Tab - Print could print the wrong patient's notes FIX:Reminders printout will now include premium text messages sent FIX:Emailed receipts or statements will update last receipt/statement FIX:Insurance printout will update the last statement date correctly FIX:Account Adjustments - Find and Goto options now work, added buttons FIX:US version Medicare Claim Form was cutting off longer diagnostic codes FIX:Email or Print Appointment Book will use current billing code colours FIX:Changing patient file number without saving caused issues adding entries FIX:Changing file details, adding Missed/Recall, then cancelling file change FIX:Updated secure email root certificates database FIX:Error message when attempting to email to an empty list of patients Version 3.29 Release Date 21/11/2018 CHG:Email batches now queued, will allow retrying failed emails if any errors ADD:Can now re-start reminders from a specified number (eg. for provider limits) CHG:Added more fields to the patient exports & simplified to one CSV name/type ADD:Fields to track patient consent agreement or form (on patient Other tab) FIX:Export - Patient Summary - Birthday - Filter to Active now works correctly ADD:Doctor Access security setting, limits VIEW ONLY access so far, more later ADD:Option to show all phone numbers on All and Active Patient List reports ADD:Reports - Statistics - Activity by Type - Services can match partial codes FIX:Can no longer create a Class number 0 (zero), as that can result in issues CHG:Patient selection now allows using Query and Select buttons on other tabs ADD:Today option on patient Insurance customizable printout/statement FIX:Attachment folders now auto-created right away to avoid permission issues FIX:Saved attachment names now have commas stripped out to avoid problems CHG:Patient health numbers display leading zeros for eastern Canadian versions CHG:Most browse lists can now display up to nine digit patient file numbers ADD:Setting to disable print Patient Appoints - List "Send By Email?" prompt CHG:Minor improvements to the Copy Patient function and interface CHG:US version extra diagnostic codes length expanded to 8 characters (was 6) Better Notes: ADD:Can now save and select from multiple server connections FIX:Saved attachment names now have commas stripped out to avoid problems Version 3.28 Release Date 20/04/2018 ADD:Can now add attachments to patient files! Must first set permissions (Users) ADD:New Premium SMS Texting to ensure delivery of text messages (subscription) CHG:Day Phone List displays cell phone if marked preferred or work phone is blank CHG:Day Phone List option to display patient notes rather than appointment notes CHG:Money Bag screen print button provides the same options as elsewhere CHG:Updates for HCAI submission in Ontario (requires updated HCAI package) CHG:Email Server Settings passwords now hidden, can display new password only CHG:Inactive Patients under Labels, Email and elsewhere now use dates, not weeks CHG:Reports - Receivables - On Specific Date filter to balances owing or credits CHG:US version includes diagnoses and procedure on receipts and statements CHG:Treatment Notes tab now displays the most recent notes at the top CHG:Removed Delete button from Select Patient list to avoid trouble FIX:Reports - Statistics - Account Activity was not filtering correctly FIX:Utilities - Statements settings display, can now re-print recent Statements FIX:Reports - Patients - Lists - Inactive Patients, Include Archived works again FIX:Resolved issues when deleting patients with insurance plans or submissions FIX:Appt book date display no longer blanks when inserting or changing a patient FIX:Adding/editing a popup note will no longer undo patient demographic changes FIX:All payment types will display, without scrolling, when changing a payment Better Notes: CHG:Can now add attachments to patient files and open/view with local caching FIX:Will now report back any errors when saving, ability to edit or try again CHG:Date on saved notes set to match the appointment date, rather than date saved Version 3.27 Release Date 27/07/2016 ADD:Can now email or save patient printouts as PDF files, matching the printouts! CHG:Improved contrast on patient information screens (appointments & files) FIX:Appt Book columns were not sizing correctly at higher DPI settings CHG:Print - Insurance now has option to show only selected billings AND payments FIX:Resolved various issues when archiving and restoring patients CHG:Archive files added for Treatment Plans, Notes, and Insurance tracking CHG:Removed the option to archive old billings and payments (problematic) CHG:Improved contrast and forms on patient information in archive area CHG:Insurance/Patient Outstanding now calculated using Pay Expected if present FIX:Error could occur when matching payments to insurance submissions FIX:Matching payment to insurance sub. would show submissions for ALL patients CHG:Can now spread one insurance payment across multiple submissions/billings CHG:Allocations for insurance payments improved and can be manually adjusted CHG:When selecting from a list of billings or payments, most recent shown first CHG:Insurance and Patient amounts now displayed on file and in money bag screen CHG:Can also allocate payment to insurance submissions via Payments tab - Insert ADD:Access to add, edit and delete patient popup notes from patient file CHG:Export - Patient Summary Information - Inactive Patients uses dates, not weeks CHG:CMS 1500 form updated for the United States version CHG:Minor HCAI changes for the Ontario version FIX:Patient Class Not Found error after printing certain patient printouts CHG:Option to filter out insurance payments on receipts (including tax receipt) CHG:Time and Appointment Sheet Colours in Settings works for individual docs CHG:No Future Appointments report will hide Number of Weeks when choosing All FIX:Setup - Settings will no longer lose all settings when OK is not clicked CHG:Option (in Setup - Settings) to include only first names in appt reminders Version 3.26 Release Date 25/08/2015 ADD:New insurance handling tab for tracking patient plans and submissions CHG:Compatibility updates for recent Windows versions when using high DPI settings FIX:Resolved issues sending emails via Hotmail/Outlook.com and some others CHG:Disabled changing patient balances from the Process screen/tab for ALL versions FIX:Proper logging if patient balance is manually changed while processing an appt CHG:Updated HCAI functionality and client package for Ontario version CHG:Extra payment types allow two more slots, and no longer uppercase only FIX:Graph labels along the bottom were getting cut off, should happen less now CHG:Visits graph now groups those with 10 or more visits for better readability FIX:Browse - New Style Mail Merge - Open button again works correctly FIX:Receipt, Previous Payment when there is more than one entered on the same day CHG:When editing existing treatment notes, it will now jump to the Note edit tab CHG:When printing treatment notes with no header, the program will add a header FIX:Printing treatment notes > Date Range will only print notes for that patient FIX:Program would sometimes incorrectly ask whether to credit customer account FIX:Improved display formatting on Date Range Breakdown and Summary reports CHG:Receipt and Account As Receipt show negative payments explicitly as refunds CHG:Patient Popup Notes will now display when opening patient via Browse Patients Better Notes: ADD:Internal Doctor Notes section for making private notes on patients ADD:Button to view Last Note when editing various other areas and screens CHG:Added a Use SSL option in connection settings in case the setting is lost Version 3.25 Release Date 30/01/2015 CHG:Visual overhaul and operating system compatibility modernization FIX:Help buttons and F1 key for screen-specific help now work once again CHG:Can print a treatment plan statement for a specific date range of treatments CHG:Ability to browse all treatment plans and delete a plan, reallocates payments etc. FIX:Printing multiple envelopes will now work properly, no longer offsets them FIX:Print on Letterhead option prints properly for patient receipts and statements FIX:Waiting list works properly on individual practitioner screens, not just Clinic FIX:Program will warn when the patient note field is too large to be saved CHG:Reports - Payments option to filter by payment type, also maximized preview CHG:Patient receipts and statements now show notes added on discounts/writeoffs FIX:Clinic Expenses will now display and function properly (Categories, Items) FIX:Right-click to Charge used appt booked class rather than current patient class FIX:GST/HST number could be cut off at the top of various patient printouts FIX:Attempting to assign a duplicate Alternate Schedule will not shift appointments FIX:Commas in outgoing emails or sender/recipient information could cause issues CHG:Reports - Account Billings will now tally the number of billings in total CHG:New practitioner types added for HCAI in Ontario FIX:Improved checking when paying by Gift Certificate from the Process screen CHG:Option to automatically clear recalls when booking with same practitioner CHG:Discount and WriteOff screens will now properly handle larger amounts FIX:Family Members list will display properly when first accessed from Appt Book ADD:Option on Patient Account and Account As Receipt to print statement for Today CHG:Treatment Notes will now track Created and Modified Date, Time and User CHG:Check whether payments should go to Treatment Plan when doctor does not match CHG:Prompts for how to bill missed visits and additional services included in plans CHG:New licensing regime for improved licensing of practitioners and notes users CHG:Additional Users security options to deal with patient treatment notes access ADD:Query Patients list by Insurance Company (code) CHG:Practitioner registration number field expanded from 15 to 16 characters CHG:Users with View Only set can now navigate to different days of the schedule FIX:Advanced appointment booking options could default to unexpected start dates CHG:Manually inserting on the Missed/Recall list will default to adding a Recall Version 3.24 Release Date 06/02/2014 ADD:Can now charge/uncharge appointments directly from the appt book via right-click ADD:Optional Wait List, can arrive to wait list, charge afterward (Setup - Settings) ADD:Comprehensive new Treatment Plan and Block Billing features, including templates ADD:Print - Patient Account option for Treatment Plan, provides full history of plan CHG:Patient Account printout will default to Treatment Plan when a plan is assigned ADD:Email/Text reminders to Selected Patients Only (next appt on or after chosen date) CHG:Mouse-over appointment on appt book will show appt code and patient balance FIX:Account History report - using Date Range and Doctor filters together now works CHG:Receivables - Using Billings & Payments, can now limit to chosen date onward CHG:Receipts and Statements can now use a Clinic header, removes doc-specific info CHG:Clinic Only option added for Product Sales Report, Day Detail and Date Range Detail CHG:Process Screen - Other Billings - Product allows selecting doctor, including Clinic FIX:Receipts apart from Process screen will only auto-select doctor for single payments FIX:Receipts using Other Doctor or Previous Payment options could show incorrect header CHG:Can now push Enter to select a patient from the Browse Patients list CHG:If the billing is not found when uncharging an appointment, option to reset anyway CHG:Quick Print and Process screen printouts including options now match exactly CHG:Process screen Print - Receipt single payment printouts show that payment doctor CHG:U.S. CMS1500 Insurance Claim form printout - option to hide Signature on File text FIX:Patient Account could print Family Account or Running Balance after un-selecting CHG:Account History report has improved formatting, total number of billings/payments ADD:Option to automatically always Save As Note when removing recalls FIX:Make Appointment - Preview One/Three from toolbar would not book correct time CHG:Insert from the appointment book will no longer change doctor on selecting patient ADD:Date Range filter on graphs - Ages, Classes, Marital, Doctor, Complaint, Sexes ADD:Account as Receipt printout now shows the payment types FIX:Browse - Missed/Recall - Insert will not by default insert under doctor zero ADD:Option to update appointment classes/colours when doing Change Class Permanent ADD:ID Number field for Insurance information, on Health/Insurance tab CHG:Patient Future Appointment or Recall report moved to Missed/Recall List section CHG:Users with Report - NO will have no access to overall clinic financial reports Version 3.23 Release Date 13/08/2013 ADD:SMS (Cell) text reminders and SMS text messaging, free to send via providers CHG:Can now choose which reminder type(s) a patient wants - phone, email, SMS text ADD:Setup - SMS Gateways plus Reports - Patients - Breakdown - SMS / No SMS List CHG:Email - Appointment Reminders and Reports - Day Phone List filter reminder types ADD:New graphs - Number of Payments, and Payment Dollars FIX:Program crash on startup with certain removable drives when run over a network ADD:Setup - Settings - Select Colors for No Schedule/Off/Meeting/Closed text ADD:Patient Preferred Contact method (reference only), at top-right of Personal tab CHG:Removed Dial buttons on patient files, as complicated to set up and unused CHG:Can now archive patients directly from Inactive and other tabs on patient list CHG:Reports - Patients - Statistics - Referrals option to show missing referrals CHG:IP Client program connection settings displays host name and port separately FIX:When deleting an appointment and adding a recall, it will use the appt doctor CHG:Re-allowed Insert/Change/Delete patients from Setup - Gift Certificates FIX:Make Appointment - Preview One and Preview Three no longer book wrong appt type FIX:View-Only user access limitations for various relatively new functions Version 3.22 Release Date 26/04/2013 CHG:Removed toolbar button for Music Player, added Browse Patients and Quick Print CHG:Returned to GST/PST in place of HST for BC (but rates must be set manually) FIX:Auto-coloured columns will show background colour for Part Off and Meeting times FIX:Program should no longer crash on startup when certain removable drives are used ADD:Settings option to use time colours (incl. custom) for Clinic sheet background ADD:Option to CC the clinic email address when sending appt sheets, Settings default CHG:Removed buggy Check and Repair Schedules option, Insert/Delete on Visual screens CHG:Removed extra unlabeled amount from Receivables - On Specific Date report ADD:Option to include billing notes on Statistics - Activity By Type report CHG:Added Cell Phone and Work Phone to Patient list - Query options CHG:Added a check for commas in the email Sender Name to prevent issues FIX:Make Appointment - Preview One changing month at end of year goes to correct year Version 3.21 Release Date 22/01/2013 FIX:Insert/Change/Manual Book appt screen has improved handling for appt times FIX:Email - Patient Appointments could sometimes send to the wrong address ADD:Reports - Receivables - Using Billings and Payments option for As of Date ADD:Option to disable playback of the birthday song (will still show popup) CHG:Patient Information screen now shows age at bottom left like Process screen CHG:Vital Statistics reports modified to handle larger amounts CHG:Vital Statistics include any code starting with NP as a new patient visit ADD:Make Billing/Payment screen - lock to prevent automatic doctor selection ADD:Email - Patient Statements output includes practitioner registration number Version 3.20 Release Date 01/11/2012 ADD:Email settings now support TLS and SSL server security for Gmail etc. FIX:Email functions will now work more reliably, particularly for bulk emailing ADD:Notes can be added to billings, prompts for Products, Discounts and Writeoffs CHG:Latest HCAI changes for Ontario (**requires downloading our latest HCAI package) ADD:Option, defaultable in Settings, to filter zero billings on Day and Date Range Detail CHG:Invoice, Last Bill ignores billings with zero amount, displays last non-zero bill CHG:Account as Receipt will now also include the practitioner Receipt message ADD:Option added to Make Billing/Payment - Refund screen to Credit Patient Account ADD:For Windows 8, installer will now add a program icon to the Start screen CHG:Receipts, Account Statements and Invoices now include patient birth date FIX:Right click - Change on appt book, then Add Note will again overwrite old note FIX:Appt book delete key or button, then Change, will also keep appointment notes FIX:When editing an appointment manually, changing the time will not undo note edits FIX:Clicking a Next Appointment on the Process screen will show the correct note ADD:Option to mark Xray codes as Unlisted (similar to Products and Billing Codes) CHG:Expanded Product Name field to match Billing Code Description length Version 3.19 Release Date 01/08/2012 ADD:New Export - Products option to export product and inventory information CHG:Re-instated option to print HCAI OCF21B (form not yet fully up to date) FIX:Email - Appointment Sheet will now properly format the sender name (From:) CHG:Payments Summary now includes a section for payments to the general clinic FIX:Resolved issue with times showing Reset after returning from Visual schedule editor CHG:Patient age added after their name in the bottom left on the Process screen Version 3.18 Release Date 28/06/2012 CHG:Updates to match the latest HCAI changes for Ontario CHG:Appointment book will be reselected after choosing a doctor from the dropdown list CHG:On Process screen - Make Payment, payment amount will now be first field selected FIX:Dates were being cut off on the Receivables - Credit Balances report CHG:On Make Billing/Payment screen, choosing a patient will also select their doctor Version 3.17 Release Date 10/05/2012 ADD:Browse/Select Patient columns now customizable, right click - List Formats - Format Setup CHG:When (un)assigning or changing Alternate Schedules, appointments now adjusted to match ADD:More options on Account History report for choosing which patients to report on CHG:Removed the Insert button from the Regular Schedules - Visual screen for now CHG:Further formatting adjustments on emails produced by Email - Appointment Reminders FIX:Right-click and Change an appointment no longer removes the appointment note FIX:Changing Regular Schedule will no longer shift appts on days with Alternate Schedules FIX:Last Appointment shows correctly on Select Patient screen (plus more optional columns) FIX:Adding a new practitioner will no longer trash existing practitioner schedule setup Version 3.16 Release Date 11/04/2012 CHG:Date Range Summary will now include financial data from the archive, option to omit it FIX:Overhaul of transaction processing to remove potential for patient balance update issues FIX:US version was not calculating taxes correctly when manually editing the appt charge ADD:Expanded options on the Patients - Statistics - Referrals report for Referral Categories CHG:Improved formatting on emails produced by the Email - Appointment Reminders function ADD:New Reports - Summary/Detail - Payments Summary, to break down daily payments by doctor FIX:Billing additional services from Process screen again reflects temporary class changes Version 3.15 Release Date 02/03/2012 ADD:Setup-Settings option to disable the Closed text display added in the last version FIX:Issue inadvertently introduced in the last version with multi-height appts obscuring others FIX:Some reports were not filtering correctly on the IP client-server program version CHG:When double-clicking to book an appointment, program will now verify the time slot exists Version 3.14 Release Date 26/01/2012 ADD:Appt book now shows Closed text on closed slots, No Schedule continues into expanded slots ADD:Meetings on the appointment book will now show the meeting note in the mouse-over popup CHG:Select Patient screen now allows double-clicking or pushing enter to select CHG:When inserting a new patient class, it will now default to index 1 rather than 0 CHG:Statements in the US version now show the insurance code (procedure), removed Health column FIX:Totals on Patient Account statement now align with the above columns properly CHG:Receipt - Tax Receipt option from Process screen no longer shows Next Appointment Version 3.13 Release Date 28/12/2011 FIX:Toolbar navigation icons for appt book could sometimes become disabled, should no longer occur FIX:Several more of the Setup - Settings options are now undone immediately after being unchecked FIX:Appointment book columns should now size correctly when screen DPI is increased on Windows XP CHG:Receipts in the US version now show the insurance code (procedure), removed Federal Tax column CHG:Billings and payments in listings and printouts now display up to 5 digits before the decimal FIX:When changing the doctor on a patient file, doctor name will now be updated and saved correctly CHG:Added a section for Additional Comments on the HCAI OCF21B form, expanded area on OCF21C and 23 FIX:US version Activity tab in Browse - Patient Information screen now displays correctly on open Version 3.12 Release Date 25/11/2011 CHG:Updates to match the most recent HCAI changes for Ontario (**requires downloading our latest HCAI package) CHG:HCAI OCF21C and OCF23 no longer need to choose between WAD1 and WAD2 variants FIX:HCAI intermittent File Not Open error on OCF forms resolved FIX:Resolved rounding issues with taxes in U.S. version when charging products CHG:Added a warning when the user tries to delete a billing code from the billing code selection screen FIX:Manually changing an appointment from the appt tab or browse list now much less error-prone FIX:Right-click then Move on an appt book appointment will no longer move it to the wrong time FIX:Reports - Appointment Book times corrected when using an alternate schedule and one page printing FIX:Patient Treatment notes entered manually during the initial Insert will now be saved properly Version 3.11 Release Date 24/10/2011 ADD:Option to save completed Recalls as a Note, removing reminder popups but saving the information FIX:Regular Schedule(s) - Insert - Midday should now work as expected FIX:For US version, Health tab on patient file and Health Code in Billing Codes now say Insurance FIX:Removed possibility of accidentally opening multiple appointment book windows CHG:Recalls Of The Day report now includes the date at the top of the page FIX:Settings option to Select Colors for Times shows selection screen, is reset immediately when deselected CHG:Wait screen when changing core patient info from appt book changed to match the Browse - Patient Info version Version 3.10 Release Date 23/09/2011 FIX:Resolved an issue when charging xrays which was inadvertently introduced in the last version Version 3.09 Release Date 21/09/2011 CHG:Program now uses code signing to verify publisher and integrity, improving interaction with antivirus etc. CHG:Improved update and error checking for the Make Billing or Payment screen and similar tasks, esp. for multi-user scenarios CHG:Convenient new installer for updates CHG:Inactive Patients report now uses a date range instead of choosing the number of weeks ADD:Added the option to print multiple copies of the Summary and Detail reports Version 3.08 Release Date 26/07/2011 ADD:Option on Date Range Detail report to display entries for One Billing Code Only ADD:New Report, Patients - Statistics - Account History, gives overview for patients with appointments on the chosen day ADD:Reports - Graphs - Referral Source and Referral Category now allow limiting to patients entered in a date range CHG:Days Off and Days Always Off now show the Off text and tooltip for all time slots on the Clinic sheet CHG:Inactive Patients list, Include Patients with Future Appointments as No will not show patients with appointments today CHG:Ontario WSIB menu removed for now since those functions are not yet completed CHG:Day Phone List report now allows setting the number of weeks to mark last visit for follow ups CHG:Program login screen now allows pushing enter on the username, not only the password FIX:Disabling the Settings option for Use Individual Doctor Codes takes effect immediately FIX:Resolved issues using the Make Appointment - Use Calendar option then changing the Code on the confirmation screen CHG:Export - Patient Summary Information - Email List now produces CSV spreadsheet with name and birth date as well FIX:Reports - Graphs - Patient Ages was not displaying the Age Categories options CHG:Reports - Products - Sales Report, when choosing One Product, will now display Quantity On Hand FIX:Improved formatting on Inventory by Product report ADD:Option to print only chosen pages for many of the Patients reports (Lists, Breakdown and Statistics) Version 3.07 Release Date 07/07/2011 ADD:Ability to mark billing codes inactive fully implemented (was Omit from Lists), inactive codes now a separate tab in setup, hidden elsewhere CHG:Date formats throughout the program now use the Windows settings for Short Date (found in Control Panel, Regional Settings) CHG:Various minor formatting changes and improvements to go along with the date change while re-integrating our US software FIX:Next Appointment now shows correctly (on the Personal tab) when opening patients from the Appointment Book CHG:Added a warning message to the Music Player icon due to the potential for SOCAN licensing issues CHG:Removed the Communications icon since it's no longer used at this point FIX:Possible toolbar icon size inconsistencies when using Windows settings to make everything larger CHG:Resized the Treatment Notes entry window to fit on lower resolution screens and hid the non-functional tabs CHG:Removed the sky background graphic from progess windows throughout the program for better readability CHG:Insurance report now respects Suppress Health Print setting, and renamed option to show Selected Billings Only CHG:Better refreshing of Browse Patients update screen when changes to the patient are made elsewhere ADD:Can choose how many months to show (between 2 and 8) when using the Patient Appointments - Calendar report FIX:Formatting on patient account and appointment reports for very long clinic and practitioner names FIX:Error messages when choosing Print, Appointments, Date Range and then Cancel from patient process screen CHG:Accomodates much longer InsurerID and BranchID entries for both HCAI forms and Insurance Company list FIX:HCAI OCF23 form was sending an incorrect response for the Prior and Concurrent Conditions section Version 3.06 Release Date 20/05/2011 CHG:Improved appointment book mouse-over tooltips - all appointments and time slots will now show info without clicking ADD:Option to Omit Doctor Balances on the Reports - Receivables - Patient Balance Discrepancies report ADD:Option to not include credit balances on the Reports - Receivables - Using Patient Doctor Balances report ADD:Warning when more than one doctor are set to the same column on the appointment book clinic sheet ADD:Warning when columns are assigned, but no doctor is set to column one on the appointment book clinic sheet CHG:Prompt to auto-adjust the appt book Clinic Columns when a doctor column is set beyond current number; ignores docs set beyond program max FIX:Better handling when dragging appointment to a nonexistent time slot - will now simply report the error and leave the appointment alone FIX:When deleting an appointment and charging for it, the Charge screen could display the wrong code and appt notes ADD:When deleting an appointment and charging for it, new option to enter the billing as MISSD, then shows as MISSED APPOINTMENT on reports CHG:Enabled the ability to add a custom message when emailing appointment reminders FIX:Patient Last Appointment will not be back-dated when processing an old appt, return to last processed appt when uncharging current appt CHG:When opening or refreshing a day on the appointment book, program will only warn once for each class or code (per class) not found Version 3.05 Release Date 05/05/2011 FIX:Receipts no longer show extra billings when using the Filter Products option (now matches product billings to payments without showing them) FIX:Resized Process - Make Payment, Day Summary options, Weekly and Monthly appt views, and Receipt calendar position to fit on 800x600 resolution CHG:Account as Receipt and Invoice reports now show taxes, Invoice also now includes the total ADD:Option added to New Patients report to include only new patients up to a certain date (ie. can now choose a specific date range) CHG:Re-enabled the Insert, Change and Delete buttons when selecting a patient from the Make or Change Appointment screen (Insert from appt book etc.) ADD:Invoice and Insurance reports now available from the patient Process screen Print button list FIX:Since Last option when printing should now work more reliably, particularly for Receipts FIX:Date being viewed in the appointment book does not disappear from the top of the screen after opening a patient's appointment FIX:Browse - Missed/Recall now only shows a Next Appointment when the patient has a future appointment (blank if no future appts or last is today) ADD:New option on Days Always Off, None, to allow for practitioners who work 7 days a week CHG:Day Detail and Date Range Detail reports now show the payment type in text, rather than a single letter or number Version 3.04 Release Date 15/04/2011 FIX:Copies option now works correctly for the Appointment Book report when choosing One Page Printing FIX:Removed Insert, Change and Delete buttons from the Select Patient screen (except from the Appt Book) to reduce confusion and avoid potential issues CHG:Allowed pushing Enter rather than Tab after entering the login password (can now do either) FIX:Fixed issues when updating from very old versions and crashes after upgrading files FIX:On the Days Off screen, clicking on the calendar will no longer appear to reset the doctor FIX:Erroneous message that info is missing on Book Appointment - Multiple, with patient preferred days or after un-checking only one day FIX:Issue when billing BC health plan only for Exempt patients, and visit count when changing BC health charge for billings ADD:Option for Refund from Process screen or Billing/Payment icon. Offsets an existing billing and payment pair by adding a negative billing and payment to fully record the refund including taxes etc. Version 3.03 Release Date 28/03/2011 FIX:BC Health Funds Left would not always display correctly on the Browse - Patients screen FIX:Receipt - Date Range Itemized and Tax Receipt from the Process screen were prompting with a second calendar and cutting off some text ADD:Option to print multiple copies for Receipt, Patient Accounts, Account as Receipt, Insurance, Invoice, Appointment Book, Clinic Sheet and Appts by Code ADD:Ability to show appointments on Patient Account printout from the Process screen (respects Settings flag to do this by default) ADD:New report, Appoints by Code, to list a day's appointments with a column for each billing code. Can filter by practitioner and choose specific codes. CHG:Moved Reports - Receipt into Reports - Patient Account menu, created Reports - Appointment Book menu to accomodate the now 3 applicable reports CHG:From Process screen, Print - Receipt - Previous Payment Itemized will now show the doctor info that corresponds to the chosen payment Version 3.02 Release Date 04/03/2011 CHG:HCAI Occupation lists updated to reflect March 7th HCAI changes FIX:HCAI OCF21 PAF Type is not hidden if it was selected previously, and value is saved as appropriate Version 3.01 Release Date 24/02/2011 CHG:Vastly improved update and error checking for the patient process screen, particularly for multi-user scenarios FIX:Checkbox icons for Blue Cross and certain other screens were not showing correctly FIX:Resolved an issue which could cause certain HCAI-related files to be reset FIX:Other minor background tweaks, fixes and adjustments Version 3.00 Release Date 20/01/2011 FIX:Fully resolved issues with extra icons appearing along the top of the screen CHG:New Windows Vista/7 friendly help system and help file (context sensitive links are not yet fully implemented) CHG:Added an End User License Agreement (EULA) to the program to outline legal terms of use, and updated the Help - About screen. ADD:Provided the option to adjust tax rates when charging products (for example for Indian Affairs or sell-through between practitioners) CHG:Clinic appointment book will now allow displaying only the desired practitioners (set their default/clinic column, and set others to 0) CHG:Clinic appointment book properly auto-assigns columns if no practitioners have them set (all 0) CHG:Changed the toolbar and main program icons to create a more modern look and feel FIX:Removed the screen artifact when using the drop-down calendar (note drop-down is slower, but changing months is quicker) FIX:Resolved issues when changing a billing. When editing the base charge and/or the tax, the tax and patient bill will recalculate and be applied properly. FIX:When booking appointments using Multi Calendar from the patient Process screen, it will again ask for the billing code for the new appointment(s) ADD:Added option to "Default Print Receipt to Last Payment Itemized" in Setup - Settings (this will pre-select that option, still allowing the choice) CHG:Changed font on the Browse - Account Adjustments screen to improve readability and alignment ADD:Added a check to warn the user if they need to install the HCAI package for online submission CHG:Added option to continue or stop processing when errors are encountered while sending emails to multiple patients FIX:Calendar was not changing to previous year when going back a month from January ADD:Warnings for Check and Repair Schedules as well as Archive functions CHG:Many background changes to support the upcoming TCP/IP networked version of the program CHG:Various other minor tweaks and adjustments Version 2.83 Release Date 21/09/2010 CHG:Appointment book columns now automatically resize according to the screen resolution (also works better with custom fonts) CHG:Doctor colours now show for empty slots as well (cover the whole column) CHG:Appointments now use the colours currently set for the billing code, fall back on the saved colour only if the code is missing. CHG:More helpful message when billing codes are missing/not found Version 2.82 Release Date 31/08/2010 CHG:Updates to HCAI interface and back end to reflect HCAI system's Sept. 1st changes **requires new hcai.exe downloadable separately FIX:Excess No Schedule entries when doctor columns are not set Version 2.81 Release Date 26/07/2010 ADD:Can now suppress email printing on receipts and statements (via Setup, Settings) ADD:Invoice option under Reports, Patient Accounts. This creates a statement showing the bill(s), without the overall patient balance. FIX:Error when restoring a patient with a class that no longer exists, will now prompt for a new class FIX:GST/HST and PST recalculate properly for an edited patient bill FIX:Now shows GST # or HST # on receipts and statements as applicable rather than GST/HST # (resolves a formatting issue) CHG:Updated program dialog windows with the new company phone number Version 2.80 Release Date 22/06/2010 CHG:HST for applicable provinces (tax rates must be set properly under Setup menu) ADD:Notes added to Gift Certificates ADD:Separate (estimated) doctor receivable amounts for Reports, Receivables, On Specific Date ADD:Email address added to Export, All Patient Information ADD:Email address added to Export, Patient Summary Information FIX:Export, Patient Summary Information, Email list CHG:On Appointment sheet, Doctor Drop down will change colours to accommodate different background colours FIX:Drag and Drop on individual doctor appointment sheets will not change appointment doctor FIX:Drag and drop chooses proper time slot when dragging from an earlier slot with multiple bookings Version 2.79 Release Date 15/04/2010 ADD:Cut and paste works across individual Doctor Schedules ADD:Cut and paste works across Doctors on Clinic sheet CHG:Modified Labels to allow for longer City/Province field FIX:HCAI OCF12B submitted for previously approved OCF22 submits blank plan number CHG:Cerpic Card 6 slight adjustment of fields to the left Version 2.78 Release Date 05/04/2010 FIX:Double click or right click, insert on appointment sheet to book an appointment and insert patient inserts at correct time ADD:Cerpic Card 6 as slight adjustment to cerpic card 1 FIX:Submission of HCAI OCF22 FIX:Submission of OCF21B with taxes included Version 2.77 Release Date 21/03/2010 ADD:New screen to edit the patient charge if the billing code patient charge is zero, adding any taxes, in Charge Visit and Other Billings, Services CHG:Product charge is available for editing Version 2.76 Release Date 19/03/2010 FIX:Book Appointment Family (problem introduced in version 2.55) FIX:Appointment wrapping for 2nd to last doctor on clinic sheet FIX:Automatic creation of reimburse.tps for HCAI submission of OCF21C ADD:Double click or right click, insert on appointment sheet to book an appointment now checks for duplicate appointment that day ADD:Double click or right click, insert on appointment sheet to book an appointment now prompts to remove recalls ADD:Utilities, Appointment Utilities, Delete All Future Appointments For a Patient Version 2.75 Release Date 13/03/2010 FIX:No schedule will now show for last doctor on clinic sheet CHG:Travel Card 5 will fit on 4" by 1 1/3" label ADD:Reports, Receipt, Filter Products option ADD:Charge Visit, Receipt, Filter Products option ADD:Charge Visit, Print, Appointments by List, Calendar or Date range ADD:Browse, Missed/Recall, Current Only button to filter to current entries (switch on and off) ADD:Browse, Missed/Recall, Recall Only button to filter to Recall entries only (switch on and off) ADD:Browse, Patient Information, Missed/Recall, Current Only button to filter to current entries (switch on and off) ADD:Browse, Patient Information, Missed/Recall, Recall Only button to filter to Recall entries only (switch on and off) ADD:Charge Visit, Missed/Recall Tab, Current Only button to filter to current entries (switch on and off) ADD:Charge Visit, Missed/Recall Tab, Recall Only button to filter to Recall entries only (switch on and off) CHG:Remove sky background from Report selection screens CHG:Remove background from main sheet (Use your own background if you wish. Just put a file named background.jpg (gif,bmp) in the wchiro folder) CHG:Remove sky background from Make Appointment screens ADD:Charge Visit, Make Appointment, Preview One will default to current patient, appointment code, and doctor or patient doctor ADD:Charge Visit, Make Appointment, Preview Three will default to current patient, appointment code and doctor or patient doctor FIX:Charge Visit, Make Appointment, Preview One, Preview Three, Use Calendar created extra window open icons FIX:Appointment sheet, Insert appointment created extra window open icons ADD:Charge Visit, Make Appointment, Use Calendar will default to current patient, appointment code, and doctor or patient doctor ADD:Charge Visit, Make Appointment, Multi Calendar will default to current patient, appointment code and doctor or patient doctor CHG:Appointment sheet, Insert reverted to previous make appointment method ADD:Charge Visit, Make Appointment, Preview One, Calendar day selection will change colour to green to track selected appointment days CHG:Up to 20 columns per doctor in their appointment sheet (Printing currently supports up to 9) Version 2.74 Release Date 03/03/2010 FIX:Double click on individual doctor's appointment sheet will book an appointment for that doctor (problem introduced in version 2.70) Version 2.73 Release Date 27/02/2010 FIX:Double click on appointment sheet would book an appointment for the first entry if patient select screen or code select screen was closed and not selected ADD:Setup, Settings, choice to Default Include Missed Appointment Detail in Day Summary ADD:Setup, Settings, choice to Default Include No Future Appointment Detail in Day Summary ADD:Setup, Settings, choice to Default Include Visit Detail in Day Summary ADD:Setup, Settings, choice to Default Include Missed Appointment Detail in Date Range Summary ADD:Setup, Settings, choice to Default Include No Future Appointment Detail in Date Range Summary Version 2.72 Release Date 26/02/2010 CHG:Drag and Drop across doctors works for all doctor's columns (was just first doctor column) CHG:Double clicking a blank spot in a doctor's column defaults to that doctor for making an appointment works for all doctor's columns ADD:Yes button to move appointments to an earlier date in utilities, appointment utilities NEW:Inserting an appointment only needs patient selection and code selection to book an appointment (double click or right click, insert on appointment sheet) FIX:Appointment Status drop down Debit and Credit reversed ADD:Patient Filenumber added to make payment screen ADD:Print Invoice/Receipt from Other Activity screen CHG:Reports, Detail/Summary, Day Summary include no future appointments only printed if include visit detail was also selected Version 2.71 Release Date 24/02/2010 FIX:Charge Xray via Services (Billing Codes) produced incorrect result (introduced in version 2.53) Version 2.70 Release Date 22/02/2010 NEW:Double clicking a blank spot in a doctor's column defaults to that doctor for making an appointment CHG:Utilities, Appointment Utilities, Move appointments would not allow moving appointments to an earlier date changed to warning appointments are being moved to an earlier date ADD:Reports, Summary/Detail,Patient Future Appointment or Recall report details day's patient's future appointment or recall status CHG:Setup, Schedule and Alternate Schedule reformatted for 800 by 600 resolution Version 2.69 Release Date 19/02/2010 NEW:Drag and Drop across doctors ADD:Setup, Schedule, Check and Repair Schedules, on the fly edit of invalid times ADD:Setup, Schedule, Check and Repair Schedules, check and on the fly edit of time lengths (equal to maximum appointments, short across, or zero for closed) Version 2.68 Release Date 18/02/2010 CHG:Setup, Doctor Information, Change, Default Tab, Maximum Appointments or Short Length changes use enhanced update and wait for Ok to be selected ADD:Special Rate/Discount, Discount applied to Charge Visit/Other Billings, Services with a pop up notice Version 2.67 Release Date 16/02/2010 CHG:Setup, Doctor Information, Change, HCAI Tab, Occupation list updated Version 2.66 Release Date 13/02/2010 ADD:Browse, Patients, Query, Salutation added ADD:Allow other Specialty codes for WSIB submission Version 2.65 Release Date 8/02/2010 CHG:New/Improved Icons and formatting CHG:Provider Occupation list for HCAI updated Version 2.64 Release Date 5/02/2010 CHG:New/Improved Icons and formatting CHG:Postal Code reformatted to xxx xxx from xxxxxx in Export, Patient summary information Version 2.63 Release Date 1/02/2010 FIX:Practitioner Occupation for HCAI if occupation text is greater than 20 characters CHG:New/Improved Icons and formatting Version 2.62 Release Date 28/01/2010 ADD:Export, Patient Summary Information, Birthday Emails, Active Patients selection and output to CSV file CHG:New/Improved Icons and formatting ADD:Cerpic/Travel Card 5 added FIX:B.C. file manager warning when opening diagnostic category file CHG:B.C. Doctor default column added to defaults tab Version 2.61 Release Date 23/01/2010 ADD:Export, Patient Summary Information, Birthday Emails, check box to add patient name and birth date Version 2.60 Release Date 16/01/2010 CHG:Tax receipt does not update patient last receipt date ADD:Last receipt date on other tab on charge visit screen CHG:Last receipt date updated from print account as receipt on charge visit screen Version 2.59 Release Date 11/01/2010 ADD:Email Birthday Patients ADD:Export Birthday Patients ADD:Export Birthday Patients' Email Addresses ADD:Conflicting appointment detail when deleting or changing a billing code causes a warning. ADD:Utilities, appointment utilities, Change All Billings to New Product Code For All Classes ADD:Setup, Products, Unlisted Tab ADD:Setup, Products, Change, Move to Unlisted Tab check box to clean up products list of unused product codes ADD:Setup, Schedule, Check and Repair Schedules FIX:Charge Visit screen, Print, Receipt, Other Doctor Itemized would pop up 'Payment not found' multiple times if a payment for that doctor was not found