View Demographics Detail on Staff Portal. We are excited to release the first version of Patient Demographics to the Staff Portal! This is a Beta version that allows read-only access, but there are many more enhancements to come to Demographics and the Staff Portal in general in the near future.

Staff Portal

New Module

Send an Insurance Claim even when Patient is Responsible for 100% Coinsurance. This change is applicable to you if you are tracking deductibles in the Insurance tab of the Demographics and you have Patients who are 100% responsible for Individual or Group Coinsurance. You can now specify, per payor, whether or not to send a claim to insurance. Go to BillingTracker > Settings > Insurance > Assign Full Balance to a Patient when 100% Coinsurance. If this setting is checked, no claim will be sent to insurance and a patient statement will be generated. If this setting is not checked, claims will be created and sent to the insurance company for the full amount and no patient statement will be created. In this case, the insurance company will process the claim (applying it to the patient's deductible), assign the balance back to the patient, and you can then send out the patient statement.

BillingTracker

New Feature

Automatically Send Your Clinic's City, State, and Zip on claims when the Client is homeless or the address is unknown. To replace the client's missing address, go to Admin Config > Options > Preferences > Demographics form Settings > Handling of Homeless or Unknown Address. You can insert the missing address, the address of the clinic (from the Options form), or the Billing Location.

BillingTracker

New Feature

Present on Admission Indicator for Diagnoses. When assigning a diagnosis to a patient, the Additional Coding Information section now includes a dropdown for "Present on Admission" with the following options:

• Y = present at the time of inpatient admission
• N = not present at the time of inpatient admission
• U = documentation is insufficient to determine if the condition is present on admission
• W = provider is unable to clinically determine whether the condition was present on admission or not
• Blank

The Add/Edit Diagnosis form accessible from BillingTracker > Billing Account > Claim Details will include the same new "Present on Admission" dropdown, which will be populated during the transition process. This value will be placed in box 67 of the UB-04 and loop 2300 segment HI01-9 on 837I.

BillingTracker

New Feature

Custom Form Graphing Updates. You can now select between the Y-axis auto-scaling or displaying a specific minimum/maximum value. You can also add vertical phase lines to your graph using a new button, or by right-clicking a record in the results list.

ClinicTracker Reporting

New Feature

Hide the Check-In Now Button on the Patient Portal. On the Patient Portal, clients can see their upcoming appointments and a button to check in. If you’d like to prevent clients from checking in from their Patient Portal, you can now hide the Check-In Button. Go to: Admin Config > Options > Patient Portal > Online Scheduling > Prevent Portal Users from Checking in via Patient Portal.

Patient Portal

Minor Update

Updated: ANSI 837 Reference. Go To BillingTracker > Help > ANSI Reference to see a description of each loop, segment, and field present on an 837 claim file. Our Billing Experts have updated this guide to provide more complete guidance.

BillingTracker

Enhancement

New Report Source: Appointments with Daily Appointment Count. Victoria needed to be able to identify patients that had a certain number of appointments per day. There is a new report source in Report Builder: Appointments with Daily Appointment Count. This report source is the same as the Appointments report source, but with the addition of NumAppointmentsOnDay which indicates how many appointments occurred for a patient on the same day.

Report Builder

Enhancement

Export and Print from Advanced Audit Log Viewer. Have you ever wanted to share or follow up on research you've done in the Record-Specific Audit Log Viewer? You'll see a print preview button to export and print a PDF. Thank you, Tina, we hope this makes your audit prep just a little simpler!

Misc

Enhancement

See Claim History from Patient Dashboard. The Financial tab of the Patient Dashboard will now include a grid of the client's Claim History. Authorizations have been relocated to the Session Info tab. To check this out, go to: ClinicTracker > Patient > Patient Dashboard.

ClinicTracker

Enhancement

Manage Your Signature Request Messages with Labels. You can now create and label subfolders in the Signature Request folder of your Messaging Board, the same way you can with other folders. Use these subfolders to organize and keep track of your messages. Right-click on the folder, and you will have the option to create a label. For more information about Unified Messaging, please check out this Guide Page.

Messaging

Enhancement

Navigate to a Client's Refill Request from the ePrescribing Message. Amy, from a partner clinic in Ohio, mentioned that ePrescribing notifications direct her staff to the general ePrescribing portal when it would be more efficient to link to the specific client requesting the refill. We listened and worked with our ePrescribing partners to include a client-specific link. Thank you, Amy, for this feedback!

ePrescribing

Enhancement

Navigate to the Advanced Audit Logs from Group Appointments and Insurer Plan Setup. You now have access to this useful auditing tool in these new locations.

Misc

Enhancement

Patient Portal and Superbill Show Payments and Adjustments Separately. On the Superbill and Patient Portal Account Statement, your patients will see two columns, one for Payments and one for Adjustments. Previously, these were combined into a single column.

Patient Portal

Enhancement

Redesigned: Billing Notes. Our Development Team continues to improve the layout and look of BillingTracker. To use the redesigned Billing Note go to: Billing Account > > Notes tab and click on Create Note.

BillingTracker

Redesign

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