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, send us a ticket through the support portal, attend the Community Training Series, or contact your Client Success Representative

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Update #974
Released: 12/03/2021
Version: 8.03.013
Details
Module
Type

 

New: Form Builder Templates. We are beginning to publish standard Custom Form templates that can be enabled or customized. The first four templates are now available within Form Builder as disabled forms: Consent for Treatment, Grievance Policy, Group Contract, Rights and Responsibilities.
We value your feedback. Please reach out if you have suggestions of future templates that would benefit the ClinicTracker User Community.
Form Builder
New Feature

Printing From Staff Portal. You can now opt to show or hide the Print buttons in the Staff Portal using the new Option "Prevent Printing In Staff Portal."
Staff Portal
Minor Update

Advanced Find Form Export. You can right-click the Advanced Find Form search results to export the list contents.
ClinicTracker
Minor Update

This release includes other minor stability and performance updates.
Misc
Misc

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Update #973
Released: 11/23/2021
Version: 8.03.012
Details
Module
Type

 

Faster Signature Collection (Topaz tablets). The performance of Topaz signature tablets over a remote connection may be improved by disabling the LCD screen. We have made a more straightforward way to enable/disable the LCD for each individual user by going to: Help > Signature Tablet Configuration > LCD Display. Screenshots and instructions may be found here.
Misc
Minor Update

This release includes minor stability and performance updates.
Misc
Misc

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Update #972
Released: 11/19/2021
Version: 8.03.011
Details
Module
Type

 

Find and Bulk Sign Custom Forms. Sign several forms at once! Check out this new functionality by going to Utilities: Custom Form Bulk Search. Search for completed forms based on the form tags you've added in Form Builder. You can set tags on signature fields, search for forms that have not been signed, and sign in bulk using this new utility. For more information, click here.
Form Builder
New Feature

Bypass Transition Warnings. This new setting will allow you to transition appointments in bulk and move ahead with those that are ready for processing. The appointments that trigger warnings are left unprocessed, to be reviewed, corrected, and processed later. You can adjust this setting on the transition screen, and adjust the default within the Options form.
BillingTracker
New Feature

Workflow Builder Language Filter. You can now use the patient's primary language as a filter when configuring Workflows.
Compliance
New Feature

Use Advanced Find by Default. If you prefer searching patients with the Advanced Find Form, you can set it as your personal default by going to: Staff > Staff Info > Personal tab > Preferences section > Default to Advanced Find Form.
Misc
New Feature

Program-Specific Services. You can now associate specific services to a Program (see: Utilities > Maintenance > Program Specific Services). When recording appointments, only Services associated with the specific Program will be displayed as options.
ClinicTracker
New Feature

Unlimited Services on Appointments. We have redesigned the Patient Contacts screen to accommodate an unlimited number of services. Corresponding updates have been made to the Service Code with Add-On Packages Maintenance form.
ClinicTracker
New Feature

Require Patient Forms During Online Registration In Form Builder, you can now identify forms that must be completed before a patient may finish the online registration process through the Patient Portal.
Patient Portal
New Feature

Hiding Details from Patient Portal. Enable any of the three new Options available for hiding information in the Patient Portal.
  • Hide Details Column in Kept Encounters Section of Clinical Info tab in Patient Portal
  • Hide Statement Column and Statements buttons in Patient Portal
  • Hide Payment History button in Patient Portal
Patient Portal
New Feature

Patient Entry Mode Added. The Physical Health Inventory Form can now be completed by the patient, by turning on Patient Entry Mode.
ClinicTracker
Minor Update

Ensure Portal Forms Are Complete. When using both Staff Portal and Patient Portal, users will see the Save and Submit buttons greyed out until all required fields are answered.
Staff Portal
Minor Update

Save Events Without Closing the Form. We have altered the Schedule Event screen so that it now has a Save button as well as a Save & Close button This new addition will allow you the option to save without closing the form.
Scheduler
Minor Update

Turn Locking Prompt Off. You now have the option to display this message to users when saving a record; "If you proceed with save, this record will be permanently locked as soon as you close it. Would you like to continue?"
ClinicTracker
Minor Update

Auto-Select Workflow Task to Complete. When this new option is enabled, users will only be prompted to select a task to complete if the system cannot uniquely identify the single task that should be completed. Otherwise, the task will be automatically marked as complete and no prompt will be shown.
Compliance
Minor Update

Require Authorized Services. We've added a new setting to require at least one item in the Authorized Services list when saving Insurance Authorizations.
Insurance Authorizations
Minor Update

Faster Portal Forms. Following this release, your staff and patients will notice significant improvements in the load times of Custom Forms in the Staff and Patient Portals.
Staff Portal
Misc

Faster Signature Collection (Topaz tablets). Working with our partner, Topaz, we have found a way to reduce the delays some customers have experienced when collecting external signatures over a remote connection. The performance of the Topaz tablets is improved when disabling the LCD screen. The instructions may be found here.
Misc
Misc

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Update #971
Released: 10/16/2021
Version: 8.03.010
Details
Module
Type

 

Quick-View Pane: Reimagined. Use the all-new, fast-loading, Quick-View Pane to see Notes, Compliance Alerts, Diagnosis Assignments, and more. You can even add your own custom tab to give access to additional information. To access the new Quick-View Pane, click the Quick Info menu at the top of a form, or press the F12 key.
ClinicTracker
New Feature

Restrict Access to Individual Records. After completing a custom form for a patient, you may limit access to specific ClinicTracker user types, Staff Assignments, or to specific individuals by going to Actions > Record Access Security. The Restrict Access to Individual Records Field will be checked by default. Uncheck the box to view additional security options.
Form Builder
New Feature

Global Distribution Lists. Administrative users are now able to create Global Distribution Lists for all users. When composing a message, click the To button and choose: Select Distribution List > Manage Global Distribution List. Global Lists may be accessed by all users within ClinicTracker and the Staff Portal.
Messaging
New Feature

Printing from Staff Portal. You'll now have the ability to Print Custom Forms and Progress Notes from the Staff Portal.
Staff Portal
New Feature

Limit Insurance Authorizations to Specific Programs. Use the new Program dropdown on the Insurance Authorization Form to allow authorization on all or a specific program. The Staff Info form has also been updated with a setting named "Limit Insurance Authorization Alerts to Assigned Programs." The user will only receive expiring authorization warnings for Programs in which they have a Staff Assignment.
Insurance Authorizations
New Feature

Upload Your Logo. Administrative users can now upload their custom clinic logo to the ClinicTracker and BillingTracker main screens by hovering over the existing logo and selecting the edit icon. You can also configure a hyperlink to navigate to when clicking the logo.
Misc
New Feature

Automate Patient Portal Account Creation. Use the new SmartFlow option in Workflowbuilder to create a patient portal account automatically, based on conditions you specify.
Patient Portal
New Feature

New Automations for Appointments. New features will automatically apply the Authorization Code and Session Number on any status that transitions to BillingTracker and does not charge a cancellation fee, eliminating the need to enter into the Authorization area or wait until receiving a prompt upon save. Admins: go to Admin Config > Options and search for "Auto-Insert Authorization Code on Change of Status" and "Auto-Increment Session Number on Change of Status" to enable these new settings.
Insurance Authorizations
Minor Update

New Option: Bypass Active Authorization Code Prompt. Enabling this setting will automatically insert available active authorization codes, without prompting the user to associate it with the appointment.
Insurance Authorizations
Minor Update

Allow Form Access Despite Restrictions. If you have a form that should be visible to all Staff, even those who can only view their own records, go to: Form Builder > Form Detail Page > Advanced Settings > Exclude from Restrict to my Records. This will override the Restrict to My Records setting and make your form accessible to everyone.
Form Builder
Minor Update

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Update #968
Released: 09/10/2021
Version: 8.02.097
Details
Module
Type

 

Superbills. You can now create a Superbill within Billing Account by going to Reports > Superbill.
BillingTracker
New Feature

This release also includes minor stability and performance updates.
Misc
Misc

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