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ISSUE / ADDITION

SOLUTION

DATE COMPLETED

After downloading the latest version of DELPHI, you can remove un-needed codes by going to the Setup Menu -> Diagnostic Codes and selecting "Import new Codes" in the lower right corner of the screen.  This not only removes the older codes, but streamlines the lookup of codes by description. 

As far as looking up codes by description, any time you are on a diagnostic lookup in the client information screen or the session history screen, you can simply press the <F3> key and type something as simple as "sex" and the diagnostic list will only contain codes containing the word "sex" in it.

This feature only affects customers that have been around for 5+ years, but It doesn't hurt anyone to run the routine.

After downloading the latest version of DELPHI, you can import these codes by going to the Setup Menu -> Diagnostic Codes and selecting "Import new Codes" in the lower right corner of the screen.

This is a CRITICAL update, and all existing customer are required to update to the latest version.

ICD10 Checklist is available by clicking here, however, these instructions will automatically display upon starting DELPHI.

For the time being, please call us for help in setting up this feature.  Each appointment reminder costs 10 cents.

Special Thanks to Kim from Tallahassee, Florida.

However, if you choose to import the newer ICD-10 codes, you will simply be adding them to your existing list of ICD-9 diagnostic codes - which in no way forces you to use the new codes.  We are providing this capability to simply satisfy your curiosity and/or provide you with a reference between the old and new codes for the next year to help you with the transition on 10/1/2015.

Thanks to Brandy from Florida.

Thanks to Bob from Oregon.

Certain insurance carriers are requiring the "qualifier" next to BOX 15 of the new CMS (02/12) to be filled out. 

This topic is similar to the item below about BOX 14, but there are some subtle differences that are important to understand and that cannot be quickly explained here.  Feel free to give us a call so we can explain how to make this work.

Thanks to Elaine from Massachusetts for gently prodding us to get it done.

Thanks again to Suzanne from Washington, and Lisa from Oregon.

Certain insurance carriers are requiring the "qualifier" next to BOX 14 of the new CMS (02/12) to be filled out. 

This can be completed by going to the Setup Menu -> under Insurance Carriers and editing the individual insurance carrier in include the Box 14 Qualifier to contain a value such as "431".

The Box 14 - Qualifier is now shown in the Client Information Screen under Insurance Coverage.  If you want Box 14 - Qualifier to contain a value, you must enter it here.

Thanks to our Northeastern Customers (this is starting to happen in the Midwest also, so everyone should begin expect this new behavior)

Thanks to Lisa from Washington

There is a new feature in the Help Menu called "Search Multiple Practices" which allows you to search ALL of your practices for a Client Name.  This is very useful in locating a client when you don't know who their provider is, and when that client is located within another practice.

Thanks to Suzanne from Washington

Now, the event message is blank when you schedule an appointment, BUT, will populate with the information specific to the client you 'Assign' and/or 'Record a Session' from the appointment.

Thanks to many of you who pointed out the error in our original logic.

Thanks to Donna from Illinois

Thanks to Kim from Connecticut

Thanks to Kim from Connecticut and Mardelle from Washington. 

This form is called the "NEW CMS" form within DELPHI and is to replace the existing "CMS" form.

We'll keep you posted of any other developments.

Can't remember who "forced" us to do this, but if you let us know, we'll give you credit here.

Thanks to Zoe from Michigan.

Thanks to Lisa from Oregon.

Thanks to Melinda from California.

DELPHI will soon allow you to have a single statement created for multiple recipients.  For example, if you have a client named Johnny Doe Jr., you might want to print a statement to be sent to the mother at one address, the father at a different address, and another mailed to an attorney. 

Thanks to Peter from Oregon, and Korinne from Utah.

If you scheduler is taking too long to load, it is because you are sitting on top of tens or hundreds of thousands of appointments from years ago.  

DELPHI now has a scheduler cleanup utility that will get rid of unnecessary appointments.  In Jackie's case, (below) we were able to get the scheduler to load in 10 seconds rather than over 1 minute.

Thanks to Jackie from Michigan.

We finally provided you with the ability to insert your popup choices at the cursor position within the note.

Thanks to Kevin from Massachusetts.

Although the DELPHI scheduler is very nice, some customers prefer to use an online scheduler such as Google Calendar.

DELPHI allows you to launch your web scheduler instead of our scheduler.

This feature is located in the Setup Menu under Printer/Technical

Thanks to Steve from North Carolina.

Thanks to the several hundred customers that "gently" pointed this out. 

This feature has been requested by many people for quite some time.

Sincere and special thanks to Lisa from Oregon who has been waited too long for this obvious improvement.

We expanded that to 4 feet.  This is somewhat technical in nature, but is very useful for exporting DELPHI data for use with other software.

Thanks to V J from Portland, and Ken from Eugene.

This is a huge (but subtle) improvement to DELPHI.  When recording sessions, you have the ability to also post a client payment for that session.  However, this can result in an overpayment of that session if you are not paying attention to what you are doing.

Take the following example:  Let's say you record a session for $100 and you have instructed DELPHI that the client responsibility for that session is $20.  At the same time, you decide to post a $30 payment against that session.   

Now, DELPHI will accept the $30 client payment, however, we will post only $20 against the session.  The remaining $10 will be posted against an advance.

This is cool because it prevents you from overpaying sessions.

Thanks to Charles from Tennessee.

This feature is available from within the scheduler.  Select the Options Menu and Select "Label Meanings."

Special thanks to Sean from Texas. 

Now, you can select a date range, and DELPHI will show BOTH unpaid sessions AND paid sessions that fall within the date range specified.

This is a subtle change, but was in very high demand by about 5% of our customers.

Thanks to Roger from Wyoming.

Basically, we have made it impossible for users to "accidentally" mess up their claims.  These changes are not "sexy" or obvious to anyone, however they will make both your life and our lives much easier.  TRUST US...

All customers should download this version.  This modification eliminates well over 500+ support calls per year.

We introduced a new feature into the scheduler that provides a "PRIVACY" mode.  The idea here is that there may be times that both you (the provider or office manage) and the client may wish to review available appointments together.

Obviously, you would like to provide that information without displaying other private client information.  You can now do this from within the scheduler by clicking on the menu option labeled "PRIVACY."  If privacy is turned on, then all existing appointments appear in black.

Special thanks to Peter Powers from Oregon who dislikes Therapist Helper, but desires to have this particular feature within DELPHI. 

When reviewing past claims, you have always had the ability to resubmit them in their original format.

This version of DELPHI allows you select either a paper or electronic resubmission of the original format. 

Unfortunately, we made a mistake related to the insurance billing and have finally corrected it. 

PLEASE UPDATE YOUR VERSION OF DELPHI32 NOW!!!

Special thanks to Achieve Therapy Services from North Carolina. We sincerely appreciate you patience related to our mistake.

The advance entry in the payment screen is now always located at the bottom of all sessions.  This forces you to look at the ADVANCE entry each time you open the PAYMENT screen without having to locate it yourself.

Special thanks to Byron (billing company) from Washington. 

To spell check, right-click on any note within DELPHI32 and selecting Spell Checking.

This provides you with a world class spell checking system which allows you to also define your own custom dictionaries for words not found in the English (American) language.

Special Thanks to Amelia from North Carolina, and Edna from Virginia.  Both of you admit that you can't spell, and this feature helps everyone in the country.

We discovered a way to increase the performance of DELPHI up to 8 fold.  ALL USERS NEED THIS...  Download the latest version.

Special thanks to Psych Affiliates from Florida and Meredith from North Carolina.

To summarize, backups, restores, and preferences related to both have been enhanced.

NEW SETTINGS FOR BACKUP and RESTORE PREFERENCES

• You can now specify the default backup location.  Please pick the drive that you want to backup to - as opposed to the location on that drive that you might have selected in the past.
•  
• b
• c

CHANGES TO BACKUP INCLUDE:

• 256bit (AES) ENCRYPTION - If you backup to an external drive with 'encryption' enabled, nobody can read the data in the event that you lose the backup device.  Only your (licensed) version of DELPHI can read the data.  TOTAL SECURITY
• DELPHI automatically maintains the last 10 backups of your data on your backup device.

CHANGES TO RESTORE INCLUDE:

• Faster Searching of your computer for any DELPHI backups.  (This can occur up to 100 times faster than it did in the past.)
• Automatic ranking of the most recent backups.  Backups are listed in the order that they were most recently made.
• You have the ability to search backup locations in the order your prefer.  DELPHI32 will let you define the drive order that you prefer.

Breaking Change.

This feature is extremely useful to our billing companies as they tend to enter payments every week or so.  DELPHI will remember the last date of the payment, which greatly increases the speed in which past payment information can be entered.

This feature is accessed from the Setup Menu under Accounting.  It is called "Recording Payments - Retrieve previous payment info." 

This will "shave" an hour or two off of your week.

Special thanks to Byron from Washington. This is a huge improvement to all billing companies that use DELPHI across the U.S.

The default behavior of this feature is to automatically provide the name of the USER, DATE, and TIME stamp of the person that scheduled the appointment.

Additionally, you may populate the Appointment Message with anything else that you desire.  For example, the name, gender, age, diagnosis, telephone numbers, email, etc. can be added to the appointment.  You can add add anything you want to the appointment.

This feature is available by opening the Scheduler, clicking on "Options" and selecting "Scheduler Message".  Simply follow the instructions available on that page.

Special thanks to Mary Anne from Pennsylvania.

Now you can custom design the meanings of the color coded labels to meet your own definitions.  This is done from within the scheduler under the menu called Options->Label Meanings.

Thanks to Jacquelyn from Michigan.

Now, you can't make it happen no matter how fast you are.

Now you can simply enter the date as 09022010 and it will work as expected.  You can also enter 92210 and it will work too.

Thanks to Brandy from Oregon.

Some customers want to see all past and future appointments, while others only want to see the next few appointments. 

Thanks Randy from Georgia.

DELPHI no longer pays attention to the Windows settings, and simply prints the dates in the correct format regardless of the Windows settings.

If you electronically bill, you must have this update.

Thanks Holly from Oregon

See Setup->Session Notes->Define Terms

This was bad form and we apologize.  We let a customer edit this information and never ran a spell check on it. 

We received several hundred calls over the last few months pointing out that we "squished" the preview of most reports.  Lesson learned.

Special thanks to Rose from Alaska who complained the loudest.  

Added a copy Client Address Button to retrieve the currently defined client address information from main Client Information Screen.

Thanks Lynn and Tom from the East Coast.

Recurring appointments are now correctly displayed.

On the Main Screen, next to the scheduler button, you can lookup appointments for the selected client.  We fixed several issues related to the recurring appointments button.

Thanks to the Nexus Group from MI, and Tara from Quebec.  This was one of the hardest projects we worked on in the last few years.  Finally, it's over!.    

Each Session now has both a Session Note and a separate Psychotherapy Note. 

Special thanks to Judy from California.

You can now scan your signature into a file on your computer and then import that signature file into DELPHI.  This signature will attach itself to printed session notes.

Everyone owes a thank you to Ramesh from Texas.

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. 

The Super Report allows you to lookup a list of clients based on any criteria.  Once you create your ideal client list, you can select "Export Contacts to Outlook/ Google" from Advanced Options located in the lower right corner of the screen.

Thanks to all of you scheduler addicts.  You know who you are...

Thanks Elisha from New York.

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.

Thanks to several dozen of you.  This pretty much seals the deal of the ability to create any report you can ask for.

Very cool and a major time-saver.

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

Our Idea....

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

Thanks Elisha from New York.

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

Thanks Sally from California.

•  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 DELPHI, 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