Available on Staff Portal: Workflow Builder. The new Workflow Builder is now available in beta on the Staff Portal and can be accessed from the Utilities menu. This is a fully-functional version of Workflow Builder that will allow you to explore its features and provide feedback.

Staff Portal

New Feature

Available on Staff Portal: Set Quick Links. Locate this feature in the Utilities menu.

Staff Portal

New Feature

Available on Staff Portal: Advanced Audit Log Viewer. Locate this feature in the Utilities menu.

Staff Portal

New Feature

Available on Staff Portal: Push to Open Claims. Locate this feature in the Manage Insurer form.

Staff Portal

New Feature

Grid Views Accessible in Clinical Scribe. Clinical Scribe has been enhanced to populate Grid Views in custom forms, providing more comprehensive AI form completion.

Clinical Scribe

New Feature

Clinical Scribe for Other Form Types. Clinical Scribe can now interact with Staff and Stand-Alone forms (in addition to Patient and Progress Note forms).

Clinical Scribe

New Feature

CMS-1500 Service and Billing Provider Updates. Organizations can now set separate locations for the Service Facility Location and Billing Provider on CMS-1500 paper claims, instead of using the same value for both. This option is available under BillingTracker > File > Setup > Insurer Plans > Claim Details in the CMS-1500 Options section.

BillingTracker

Minor Update

Rendering Provider Name Flexibility in Electronic Claims. To help align claims with payer requirements, you can now choose to send either the Main Building Name or the Appointment Location Name as the Rendering Provider when using a Building NPI in electronic claims. If no Main Building is set, the Appointment Location will be used automatically.

BillingTracker

Minor Update

Redesigned: Patient Registration Review Utility. The Patient Registration Review utility has been redesigned for improved usability. Reviewing, approving, and rejecting patient registrations submitted through the Patient Portal is now more intuitive and efficient.

Staff Portal

Redesign

Export Custom Reports From Staff Portal (Beta). We’re excited to share that the Staff Portal now has a new Reports icon in the left sidebar! You can easily export your custom reports in PDF, Excel, and CSV formats. This beta release is a big step toward bringing you full-fledged reporting capabilities in the Staff Portal, with stock report viewing and report designing features on the way soon!

Staff Portal

New Feature

Payor Control Number Display. The Payor Control Number from ERA payments now appears in the Payments tab of the Billing Account, as well as in the Patient and Insurer Payment History forms. The Billing Account screen also includes a right-click option to copy the Reference Number or Payor Control Number to your clipboard, for added convenience.

ERA (835)

New Feature

Available in Staff Portal: Lab Orders and Results. You can find these features available in the Medical menu.

Staff Portal

New Feature

Available in Staff Portal: Info Release. You can find this in the Forms menu.

Staff Portal

New Feature

Support for Provider Control Number in Service Facility Loop. You can now include the Provider Commercial Number (PCN) in the Service Provider Loop (2310C) of electronic claims, in addition to the Billing Provider Loop. Enter the PCN in the Building/Billing Location Input form on the Business and Service tabs, and configure it in BillingTracker’s Electronic Claim Transmission Type Setup screen, with separate sections for Billing and Service Locations. The Insurer Plan setup form also includes new EClaims tab settings ("Suppress Provider Commercial Number - Billing Info" and "Suppress Provider Commercial Number - Service Info") to override the default configuration, giving you more control.

BillingTracker

New Feature

Auto-Generate AI Prompts. Form Builder now offers a feature on the Form Details screen to auto-generate basic AI Prompts for qualified fields in Patient Forms and Progress Note forms, enabling integration with Clinical Scribe and setting default placeholders. For best results, consider consulting our team of AI Prompt Engineers to enhance your Clinical Scribe experience.

Clinical Scribe

New Feature

Advanced Audit Logs in Staff Portal. You now have access to the Advanced Audit Log Viewer from the Staff Portal. Go to: Staff Portal > Utilities > Audit Logs > Advanced Audit Log Viewer.

Staff Portal

New Feature

ERA Enhancements for Auto-Adjustments. The ERA screen includes a dropdown menu to select how Auto-Adjustments are handled (balance-affecting or non-balance-affecting). A new setting in BillingTracker (Options > ERA > Reset Auto-Adjustments to Process as Balance Affecting) allows users to choose whether their selection persists when switching to a different ERA file.

ERA (835)

Enhancement

Recalculating Reference Data in Bulk. The Recalculate feature for refreshing calculations in custom form designs now includes a time-saving "All" option, letting you update every field in your form design at once.

Form Builder

Enhancement

Editing Locked Records in Staff Portal. You can now edit Locked Records for Patient Contacts and Custom Forms within the Staff Portal, offering greater flexibility in managing your records.

Staff Portal

Enhancement

Bypass Min/Max Time for Non-Billable Appointments. When saving Appointments or Progress Notes with the Do Not Bill setting enabled, you’ll receive a warning about minimum/maximum time limits but can proceed with saving, offering a more flexible workflow.

BillingTracker

Enhancement

Treatment Planning Accessibility. Clinical Scribe now supports interaction with "Tx Planning" controls, streamlining your treatment planning process.

Clinical Scribe

Enhancement

Bulk Claim Type Overrides. The Claim Type Override feature now supports multiple queued transactions simultaneously via a right-click menu in Claim Management.

BillingTracker

Enhancement

Group Appointment Process Improved. The process for bulk-creating individual linked appointments from the Group Appointments screen has become more efficient, now that users can address validation prompts in bulk.

Staff Portal

Enhancement

Completed Paperwork Redesign. The Completed Paperwork section has a refreshed design, with improved search and navigation features for a more intuitive experience.

Staff Portal

Redesign

Electronic Claim Transmission Type Redesign. This form has a new look. You can find it at: BillingTracker > Settings > Electronic Claim Transmission Type.

BillingTracker

Redesign

Export Custom Reports to PDF from Staff Portal (BETA). ClinicTracker’s web-based Staff Portal now includes a Reports icon in the left sidebar for exporting custom reports in PDF format. This beta release is the first step, with stock report viewing and Excel export capabilities coming soon. We welcome your feedback during this beta phase.

Staff Portal

New Feature

This version contains other general updates for stability and performance.

ClinicTracker

Minor Update

Internet Outage Alerts in Clinical Scribe. Clinical Scribe now provides visual and audible alerts if your internet connection drops during a session, prompting you to switch to manual note-taking if needed.

Clinical Scribe

New Feature

Date Mismatch Filtering in ERA Form. Thanks to a great suggestion from another educational agency in Pennsylvania, the ERA form now includes a Date Mismatch column. While these entries will continue to be highlighted in purple, the new column makes it easier to sort and filter items where the remint date dates does not match the associated claim date.

ERA (835)

New Feature

Available in Staff Portal: Patient Task Dashboard. You can find this in the Patient menu.

Staff Portal

New Feature

Available in Staff Portal: Staff Task Dashboard. You can find this in the Staff menu.

Staff Portal

New Feature

Available in Staff Portal: Campaign Builder. You can find this in the Utilities menu.

Staff Portal

New Feature

Available in Staff Portal: Patient Summary. You can find this in the Medical menu (Allergies, Problems, Medications, and Prescriptions).

Staff Portal

New Feature

Available in Staff Portal: Distribution List Setup. You can find this in the Utilities menu (Global Distribution List Setup and Personal Distribution List Setup).

Staff Portal

New Feature

Available in Staff Portal: Reassign Patient Insurers. You can find this in the Utilities menu.

Staff Portal

New Feature

Patient Creation Permissions. New Staff Info permissions let you control which users can create new patients or readmit existing ones, enhancing system security. Many thanks to our partner clinic in Illinois for identifying this enhancement.

Demographic Form

New Feature

SMS Notification for Patient Portal Messages. Thanks to a suggestion from our partner clinic in St. Louis, the Patient Portal User Management forms have a new option: Receive SMS Alert of New Message. Check this option for the patient to receive an SMS (in addition to the standard email) anytime a new message has been posted to their Patient Portal.

Patient Portal

New Feature

Enhanced Same-Day Modifier Customization. A new "Service to Apply" field has been added to the Same Day Modifier Rules. This field will allow you to select one or more services that you want the Same Day Modifier applied to. This will help in cases where you want to apply one modifier to certain services, but a different modifier to other services.

BillingTracker

Minor Update

Available in Staff Portal: Message Templates. You can find this in the Utilities menu within the Maintenance section.

Staff Portal

Misc

Available in Staff Portal: Credit Card Convenience Fee. You can find this in the Utilities menu within the Maintenance section.

Staff Portal

Misc

Authorization Code Display in Claims Management. Thanks to feedback from one of our educational agencies in Pennsylvania, we've added a column to display the current payor’s Authorization Code for Paper Claims, Electronic Claims, and Insurer Statements for easier reference.

Misc

Misc

Smart Routing for Refill Requests. Medication refill requests will be sent to the Medication Refill Request Team, the assigned provider, or the general recipient, in that order, based on availability.

Patient Portal

Misc

Related Documents on Staff Portal. Related Documents has been redesigned on Staff Portal, and now also includes the ability to upload multiple documents at once.

Staff Portal

Redesign