Build Custom Forms Without Leaving the Staff Portal. No longer in beta testing, Form Builder is now available to you in the Staff Portal via the Utilities menu.

Form Builder

New Module

Limit Record Access By Program In the Staff Portal, you can now limit staff to records from their own programs. To enable this feature, head over to: ClinicTracker Options > Security > Security > Enable Staff Program Security. You will then see the following new changes:

• A "Program" button at Staff Info > Additional options > Patient Access Permissions. This will let you determine which Programs your staff have access to within specified date ranges.
• A "Program" dropdown on Custom Forms that will have options for "Not Program-Specific" and any Programs associated with both the Staff (via Program Permissions) and the Patient (via Program Assignments). Existing records will default to not being Program-Specific.

When a Staff member attempts to access a record in the Staff Portal, ClinicTracker will ensure they have permission to the program on the record date.
Thank you to the many organizations that have collaborated on this much-anticipated security feature.

Staff Portal

New Feature

Check Eligibility in Bulk for Primary Insurance. This update will benefit organizations looking to check insurance eligibility in bulk for a specific Payor. You'll be able to run a bulk check in the Insurance Eligibility Verification review form based on the Scheduled Event date range and the Primary Insurance.

Insurance Eligibility Verification

New Feature

Empower Patients to Update Demographics Information Directly. Thanks to this great suggestion from one of our Chicago clinics, patients can now view and edit their own demographic information through their Patient Portal. If you would like to adjust the Demographic fields displayed on the Patient Portal or allow Patients to directly edit certain fields (they will be read-only by default), please contact us to assist you with this configuration.

Patient Portal

New Feature

Eliminate Fields from Load Latest/Load Prior. If you have specific fields that you'd prefer to remain blank when using the Load Latest/Load Prior feature, then look no further than the new property in Form Builder for "Prevent Loading Latest".

Form Builder

New Feature

Enter, View, and Graph Vitals on the Staff Portal. Access Vitals from the Staff Portal via the Medical menu.

Staff Portal

New Feature

Edit Claim Details in Bulk. You will now be able to edit the details of multiple claims at one time using a new right-click menu from the Billing Account Claims tab and Claim Management. The details you can update in bulk are:

• Billing Clinician
• Billing Location
• Diagnosis
• Program
• Patient Relationship to Insured (and all associated fields)
• Referral Source

BillingTracker

New Feature

Avoid Submitting Claims with Invalid Diagnosis Codes. You will now receive a prompt when transitioning an Appointment containing a diagnosis code that is no longer active. This is a helpful notification requested by one of our PA partner organizations.

BillingTracker

Minor Update

New Insurer Plans Option: Only Allow "Self". Users will have the option to only allow "Self" as a selectable option for a Patient's Relationship to the Insured. You will find this new setting on the Insurance Input form's Requirements tab.

Misc

Minor Update

Set Default Status for Group Appointments: Users will now be able to set a default status other than "N/A" for Group Appointments. To update the default, head over to: Options > Preferences > Group Appointments Form Settings and adjust the setting for "Group Appointments: Default Appointment Status".

Group Appointments

New Feature

Clinical Scribe and Repeating Lists. Clinical Scribe can now be used to populate repeating list controls. Configure your AI prompts for the individual fields within the repeating list.

Clinical Scribe

New Feature

Available in Staff Portal: Mismatched Authorization Report. You can locate this in the Reports > Admin menu.

Staff Portal

New Feature

Requeue Transactions from Billing Account: You will now be able requeue all active (Queued or Pending) transactions for one more more claims, using a right-click menu on the Claims tab of Billing Account.

BillingTracker

New Feature

User-Specific Access to Custom Form Graphing: You can now assign permission to access the Custom Form Graphing utility without needing to grant full Administrative Access.

Staff Info

Minor Update

Appointment Reminder Eligibility Report: This existing report (designed to indicate which scheduled events are eligible to receive an appointment reminder) will now be accessible from the Scheduler's File menu.

Scheduler

Minor Update

Insurer Overrides to Include Primary Service: Insurer overrides (previously Insurer Override by Credential) will allow you to include the appointment's primary service as an input to your rules.

BillingTracker

Minor Update

Available in Staff Portal: HIE Consent Form. You can access this feature from Demographics.

Staff Portal

New Feature

Available in Staff Portal: Fee Schedules. You can locate this in the Utilities Menu.

Staff Portal

New Feature

Available in Staff Portal: Scheduler Event Type Input. You can locate this in the Maintenance Menu.

Staff Portal

New Feature

Available in Staff Portal: Program Input. You can locate this in the Maintenance Menu.

Staff Portal

New Feature

Available in Staff Portal: Configure Holidays. You can locate this in the Maintenance Menu.

Staff Portal

New Feature

Leverage Holidays Scheduler. Kim in Maryland made a great suggestion: to incorporate holidays into the Scheduler. Now, any holidays you've configured (BillingTracker > settings > Fee Schedules > Configure Holidays.) will be displayed on the scheduler and considered when searching for open timeslots and conflict checks.

Scheduler

New Feature

Prevent Assigning a Patient Balance on Transition. Based on input from our partner clinics, we've added the ability to override copay settings and assign balances to certain primary payers rather than to the patient. This new option is located at: BillingTracker > Insurer Plan Setup > Prevent Assigning a Patient Balance on Transition.

BillingTracker

Enhancement

Program Selection for Group Appointment Contact Records. Holden, from a partner clinic in NYC, pointed out that their group clients may come from multiple programs. Clinics can now opt to prioritize patients' active Program Assignments over the program selected on the Group Appointment. To access the new setting, go to: ClinicTracker Options > Preferences > Patient Contacts Form Settings > Program Selection For Individual Appointments Created From Group Appointments.

ClinicTracker

Enhancement

Update to Treatment Phase Menu. The Treatment Phase menu will now include the Date Entered to help you distinguish between phases.

Staff Portal

Enhancement