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.
We encourage all users to attend the ongoing Community Training Series. To view upcoming sessions and register, click here.
Update #1049
Released: 11/07/2025
Version: 8.03.078
Details
Module
Type
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
Update #1048
Released: 10/10/2025
Version: 8.03.077
Details
Module
Type
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
Update #1046
Released: 09/12/2025
Version: 8.03.076
Details
Module
Type
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