Release Notes
Here we describe the changes we've made to ClinicTracker since the last update. Almost all of them are inspired by our user community suggesting ways to improve their use of the system. We have such frequent updates because we want to turn those suggestions into reality as quickly as possible.
If you have any questions, you can reach us through the support portal.
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Update #1038
Released: 05/02/2025
Version: 8.03.070
Details
Module
Type
Available in Staff Portal: Amendments. Store and track Amendments in the Staff Portal. Go to: Staff Portal > Medical > Amendments.
Staff Portal
New Feature
Available in Staff Portal: Vitals. Save and reference your patients' vital signs in the Staff Portal. Go to: Staff Portal > Medical > Vitals.
Staff Portal
New Feature
Automatically Clear Primary Claim Information for Secondary Claims. When processing a claim to a secondary payor (specifically, assigning a balance to a secondary payor that did not previously have a balance assigned), the system will automatically clear the Bill Type Frequency and Original Reference Number that was used on the primary claim.
BillingTracker
New Feature
Better Default Bill Type Frequency Handling. Now, the Bill Type Frequency will only be set during transition if there is a default on the insurer plan. Any default Bill Type Frequency from the UB-04 configuration will only be applied at the time of processing an institutional claim. This allows more flexibility, especially when an insurance may be used to submit both Professional and Institutional claims.
BillingTracker
New Feature
Create a Progress Note for Non-Kept Group Appointments by Default. While you can always enable the "Create a Progress Note for Non-Kept Group Appointments" feature for a specific group appointment, you can now default it on for all Group Notes by going to: ClinicTracker > Admin Config > Options > Preferences > Patient Contacts Form Settings > Default "Create Progress Note for Non-Kept Appointments" on Group Appointments.
Group Appointments
New Feature
Available in Staff Portal: License Manager. View and manage your ClinicTracker licenses in the Staff Portal. Go to: Staff Portal > Forms > License Manager.
Staff Portal
New Feature
Easily Identify Clinical Scribe Forms. The Staff Portal will now display the Clinical Scribe icon in the Forms listing and Form Builder listing to show which forms have Clinical Scribe enabled.
Clinical Scribe
Enhancement
Save Your Favorite Batched Paperwork Printing Settings. The Batched Paperwork Printing feature now includes the ability to save Global Favorite Views.
ClinicTracker
Enhancement
ERA File Listing Update. The list of ERA files now shows if a file is "Unposted", "Partially Posted", or "Posted". You can use the F2 search feature to filter the list based on the posted status.
ERA (835)
Enhancement
Update #1035
Released: 03/28/2025
Version: 8.03.069
Details
Module
Type
Add Condition Codes to Claims. The billing department of a partner clinic in New York City has a Medicaid payer whose guidelines require Condition Codes on claims. There is a new setting available at: BillingTracker > Settings > Condition Code Rules which will allow you to apply Condition Code Rules at the time of claim creation (both UB-04 and 837I claims).
BillingTracker
New Feature
New Tabs on Progress Notes. Now, Medication and Psychotherapy Notes tabs are available for Progress Notes on the Staff Portal.
Staff Portal
New Feature
Clinical Scribe Can Automatically Select Answers in Dropdown Lists. Clinical Scribe, powered by AI, can now use your session or dictation information to select the appropriate choice from a listbox or dropdown menu (in addition to completing text boxes, checkboxes, Date Pickers, and Time Pickers) on your form designs. It will also have access to more context about your Treatment Planning goals/objectives when completing documentation.
Clinical Scribe
New Feature
Medical Features in Staff Portal. Medical features have started rolling in to the Staff Portal. You will see Family Health History, Immunization History, and Patient-Specific Education Resources. The remaining medically-oriented items will be coming soon!
Staff Portal
New Feature
Calculate CMS Relative Value Units (RVU). One of our partner clinics needed to associate RVUs with services and include those values in reports. If you would benefit from this too, go to: Utilities > Maintenance> Service Input > RVU. You will find RVU available in various report sources, such as "Appointments".
ClinicTracker
Minor Update
Chart Vitals in Years. You can now chart vitals in either years or months.
ClinicTracker
Minor Update
Locate Recently Used Forms Quickly. Always using the same few forms? Now, you won't need to search for them. When you click on the Forms icon in the Staff Portal, you'll see a Recent Forms section on the top of the Form Search, which lists the last 10 forms you've opened.
Staff Portal
Minor Update
Prompt On Overlapping Authorizations. Before saving an Insurance Authorization, the system will alert you if there is an existing authorization for the same Payor, same Service(s), and overlapping dates. You will be notified and asked if you want to continue saving changes. To turn this prompt on for your clinic, go to: ClinicTracker Options > Admin > Alert Checks > Insurance Authorization Confirm Overlapping Dates.
Insurance Authorizations
Minor Update
Use Your Terminology on Patient Portal. Various locations in the Patient Portal (Account Registration, My Financial Information, Form Requests, Payment History, etc.) will now follow your custom labels.
Patient Portal
Minor Update
Use Your Terminology on Staff Portal. Various locations in the Staff Portal (Messaging and Patient Contacts) will now follow your custom labels.
Staff Portal
Minor Update
Compliance Alerts Display Task Name. We had some great feedback from one of our educational agencies. As a result, Workflow tasks will now display the friendly "Task Name" (rather than the "Action Name") in the Compliance Alert messages.
Compliance
Misc