Options When Deleting a Patient Portal Form Request. Emily, an Office Manager from a Mental Health clinic in WI, wanted the ability to remove a Patient Portal form request without deleting the associated form itself. We now provide the option to delete the request on its own (leaving the form and its data intact) or to delete both the request and the form. Thank you, Emily, for sharing this suggestion with us!

Patient Portal

New Feature

Telehealth on Staff Portal. Telehealth features accessible in ClinicTracker are now available in the Staff Portal Scheduler. You can associate an event with a Telehealth account, copy join links, and join sessions directly from the portal.

Telehealth

New Feature

More Graphing Options. A partner organization in PA needed to graph more than three variables at a time, add a custom title and X-axis label, and easily spot if student behaviors were increasing or decreasing. As a result of these requests, our graphing module, now has unlimited variables, custom labels, and a trend line (as well as a new visual look).

ClinicTracker Reporting

New Feature

Two-Factor Authentication on Patient Portal Set Up. Continue to protect the security of your organization using Two-Factor Authentication, which you can now configure on behalf of a patient when creating their portal account. Your client will still have the option to adjust their preferences on their own directly through the portal.

As a reminder, Two-Factor Authentication is available in ClinicTracker. We highly encourage our clinic partners to implement this enhanced level of security and protection.

Patient Portal

New Feature

Keep Working During Bulk Insurance Verification. For our partner clinics focused on optimizing collections, insurance eligibility verification is an impactful tool to implement. Lisa, from a large agency serving children in 14 counties in Illinois and Iowa, mentioned that they run their Bulk Insurance Verification at night so it doesn't prevent them from using ClinicTracker while the requests are processing. We've moved the Bulk Insurance Verification to a background process so Lisa and her team can work in ClinicTracker while the verification runs during the day. To try this out, head over to: Utilities > Insurance Eligibility Verification Review and click the Verification Actions button in the top right corner.

Insurance Eligibility Verification

New Feature

Auto-Save for Custom Forms. You now have access to a highly-requested feature in the Patient and Staff Portals. Forms will now automatically save every few minutes, to ensure that data will not be lost, even if you lose your internet connection or close your browser.

Staff Portal

New Feature

New CMS-1500 Adjustment. To meet new regulations, a new setting will allow you to set Box 19 of the CMS-1500 form to use the value from Box 33B. You will find this available at: BillingTracker > Settings > Insurer Plan Setup > Claim Details tab > CMS-1500 Options group: Set 19 to same value as 33B. Note that this rule will be processed after all other rules. Our revenue cycle experts are here to support you, so feel free to reach out.

BillingTracker

New Feature

Check Status in Real-Time. ClinicTracker and our integrated partners work to provide access to the tools you rely on, 24 hours a day, 7 days a week. We're excited to let you know we've launched a ClinicTracker Status Site to share with you in real time the status of our systems and integrations. You'll have access to historical incidents and their resolution and can set up email notifications for service alerts for tools like the ClinicTracker Hosting Service, clearinghouse partners, and ePrescribing. Simply head over to status.ClinicTracker.com and press the Subscribe button in the upper right corner.

Misc

Misc

General Updates. This latest version includes a variety of general updates and performance improvements throughout the system. These updates are designed to enhance the user experience by improving usability and adding new efficiencies. We greatly appreciate the valuable input and feedback that we have received from our user community, which we have incorporated into this release.
Note: This update has only been released to Hosting Service customers.

Misc

Minor Update

View Clinician On Transition. Now, when you transition your ClinicTracker Appointments to Claims in BillingTracker, the Transition Log will include the Clinician.

BillingTracker

Minor Update

Check Status in Real-Time. ClinicTracker and our integrated partners work to provide access to the tools you rely on, 24 hours a day, 7 days a week. We're excited to let you know we've launched a ClinicTracker Status Site to share with you in real-time the status of our systems and integrations. You'll have access to historical incidents and their resolution, and can set up email notifications for service alerts for tools like the ClinicTracker Hosting Service, clearinghouse partners, and ePrescribing. Simply head over to status.ClinicTracker.com and press the Subscribe button in the upper right corner.

Misc

Misc

Event Types by Client Type. If you ever wanted to make certain Scheduler Event Types only pertain to intakes (as opposed to patients), you now can. This is especially helpful when allowing newly-registered individuals (in Intake status) to schedule through the Patient Portal. Head over to Utilities > Maintenance > Scheduler Event Type Input and use the new "Eligible for Patient Type" dropdown.

Scheduler

New Feature

Import Initial Patient Balances in Bulk. If you need to associate a starting balance with a patient, you can now do this in bulk by loading information directly from a spreadsheet. Head over to: BillingTracker > Settings > Set Initial Patient Balance.

BillingTracker

New Feature

Navigation Links to Specific Graphs. You can now configure your navigation links in Custom Form designs to refer to a specific Favorite view. This way, rather than every navigation link simply opening the Custom Form Graphing feature, you can have individual links automatically display specific graphs.

Form Builder

New Feature

Advanced Search for Phone Numbers. The Advanced Patient Search feature will now let you search for a specific phone number (Main, Cell, or Other). Kim, from our partner clinic in MD, identified this as a way to support their front end team for ease of scheduling and client support. Thanks, Kim, for your continued collaboration!

Misc

Minor Update

Prompting for Unsaved Changes in Patient/Staff Portal. To avoid mistakenly navigating away from a form being completed, you will now receive a warning if you attempt to leave a form with unsaved changes.

Patient Portal

Minor Update

Default Date Range in Patient Dashboard. Evan, from our partner clinic in Massachusetts, suggested the ability to adjust the default date range displayed when accessing the Patient Dashboard. Now you can head over to the Options form and search for: 'Patient Dashboard: Default Start Date' and 'Patient Dashboard: Default End Date' to adjust the default displayed date range.

ClinicTracker

Minor Update

Campaign Builder Updates. Campaign Builder has been updated to work more similarly to Appointment Reminders. The "Main Phone" from Demographics will be used for voice calls, while the "Cell Phone" will be used for SMS communication. Thanks to Brooke, from our longstanding partner in Cortland, NY, for this great suggestion.

Messaging

Minor Update

Advanced Audit Log Access Button. Forms that support Advanced Audit Logging will now have a new icon in the top toolbar that will allow you to quickly access the audit logs. This should help save you time and avoid having to input the keyboard combination (Shift + Control + Q) to access the audit log.

ClinicTracker

Minor Update