Form Builder in Staff Portal (Beta Version). We've added our Form Builder utility to the Staff Portal so you can create and edit your form designs without leaving the Portal. You'll have the full Form Builder functionality, but with a refreshed and more efficient interface. Access this utility in the Utilities menu of Staff Portal. Please let us know if you don't use Staff Portal today and want to learn more.

Note: We're excited to share an early preview of this upcoming feature with you, as we continue to refine it for its official release. This is your chance to explore this part of the system ahead of time, and share your thoughts and suggestions which may help shape the finished product. As it is still in Beta release, you may experience unexpected behavior or other limitations, which we encourage you to share with us during this period. We appreciate your understanding and look forward to hearing about your experience with this new feature!

Staff Portal

New Module

Connect Travel Reimbursement and External Contacts with Patient Contact Records in Staff Portal. Now, when you record an Appointment in the Staff Portal, you will see new buttons to access the Travel Reimbursement and External Contacts features.

Staff Portal

New Feature

Change Treatment Phase. Staff Portal will now let you update the Treatment Phase of an existing record.

Staff Portal

New Feature

Track Prescription Type and Prescription Numbers on the Patient Summary. You can now further categorize your Patient's manually-entered medications. Go to: ClinicTracker > Maintenance > Substance Type Input to add Prescription Types, such as Antidepressants. You will find the new Prescription Type and Prescription Number fields on the Medications tab of Patient Summary.

ClinicTracker

New Feature

Set Your Clinic Options From Staff Portal. If you are a system Administrator and you currently go to ClinicTracker > Admin Config > Options to update your Clinic Options, you can now access those same settings from the Staff Portal. Go to Staff Portal > Utilities > Clinic Options.

Staff Portal

New Feature

Bulk Reassign Staff Assignments and Staff Schedules from Staff Portal. When a Staff Member changes roles, you can manage the changes from the Staff Portal, including the reassignment of Staff Assignments and Schedules. Go to Staff Portal > Staff > Reassign Staff or Reassign Schedules.

Staff Portal

New Feature

View Appointment Reminder Logs in the Staff Portal Scheduler. Need to see what time a Patient's Appointment Reminder was sent? Check that information without leaving the Staff Portal. From the Event Details form, right-click on a Patient's Name and select Reminder Logs.

Staff Portal

New Feature

View Check-In Sheet from the Staff Portal Scheduler. While you are in your Staff Portal schedule, you can check clients in from the Schedule Event Details. Just right-click on the Client's name in the event detail and select Check-In. You can see the Check-In Sheet from the Scheduler now as well.

Staff Portal

New Feature

Combine Like Paper Claims. Users can now combine Paper Claims based on Date of Service, Payor, Patient, Clinician, Location, and Service. We've also expanded Courtesy Claims to apply all Paper Claims Combining Rules.

BillingTracker

New Feature

Set and Use Text Templates from the Staff Portal. System Administrators can set up Text Templates in the Staff Portal as shortcuts for Staff (these are predefined statements that are tied to a specific form on a field, as opposed to a Global Common Phrase). Simply place your cursor in a text box on any form, press Shift + Esc, and then Configure. In the Text Template Configuration box, enter a title for your template in the Display Name field and use the Text Template field to enter preset text for users to quickly add to their form. Users can access the templates you've built for each text box by putting their cursor in the text box, pressing Shift + ESC, and selecting the preset text you've stored for them.

Staff Portal

New Feature

Transfer Records to Another Patient in Staff Portal. A new "Transfer Record" button will allow you to move a record to a different patient, in case it was accidentally saved on the wrong chart.

Staff Portal

New Feature

Prevent Transitioning Appointments with 0 Billable Time. Previously, BillingTracker would default appointments with 0 billable time to 1 hour upon transition. There is now a setting to prevent appointments with 0 billable time from transitioning, which you can access at: BillingTracker > Settings > Prevent Transition of Appointments with 0 Billable Time.

BillingTracker

Minor Update

Send Medical Record Numbers in Electronic Claim Records. Because some payors may require the client Medical Record Number to be sent with a claim (Loop 2010BA, REF*EA), we've added a new setting at: Insurer Plans Detail > Eclaims Tab > Send Medical Record Number.

BillingTracker

Minor Update

Manage All Insurer Details in One Place. There is now a single form where all information about an insurer is housed. Previously, some information was located in BillingTracker's Settings menu and some was in ClinicTracker's Maintenance menu. Now both locations link to one, combined form.

ClinicTracker

Redesign

Manage Patient Portal Accounts and Forms from Staff Portal. Great news for Staff Portal users! You can set up and manage Patient Portal accounts and send Form Requests to the Patient Portal without leaving the Staff Portal.

Staff Portal

New Feature

Recalculate Reference Data and Formulas. Staff Portal users will notice a new 'Recalculate' button at the top of Custom Form designs. This button will allow you to select fields and recalculate the reference data and formulas. This is useful when the underlying information has been updated since you originally saved the form. This is the equivalent of the 'Control + Click' functionality within ClinicTracker.

Staff Portal

New Feature

Patient Portal Messaging Options. Previously, if Secure Messaging was enabled, messages could be sent from the Patient Portal to any individual clinical staff member associated with the patient, including:

Active Staff Assignment

Inactive Staff Assignment

Intake Clinician from Demographics

Follow-up Clinician from Demographics

Clinician for any Appointment

There are now 5 individual settings in the Patient Portal > Online Messaging section of the Options form, allowing you to selectively enable/disable each category.

If you opt to allow messaging to Staff Assignments, you can define the specific Staff Assignment Types eligible to receive messages. Check out the new setting by going to: ClinicTracker > Maintenance > Staff Assignment Type Input > Allow Patient Portal Messaging.

Patient Portal

New Feature

Workflow Performance Improvements. In a continuous effort to optimize system performance, we have made adjustments to the timing of workflow task assignments and notifications to anyone other than a specifically-designated staff member (for example, a staff group type or assigned staff type). These activities will now occur within several minutes after completing a triggering action.

Workflow Builder

Misc

View Completed Clinicom Assessments. Your Client's completed Clinicom Assessments are now available in Completed Paperwork by selecting the checkbox to 'Include Completed Clinicoms'. Thank you Brooke for the great idea! For more information about Clinicom Assessments, please click here.

ClinicTracker

Enhancement

Treatment Type Custom Label. We've added the ability to change the label for "Treatment Type" to anything you'd like using a Custom Label. For more information about Custom Labels, see this guide page.

Custom Label

Enhancement

Service Codes on Authorization Screen. Now, when you review the Authorization screen, you can see which Service Codes are associated with each Authorization in the list. If there is one authorized service, the CPT code will be displayed. When there are multiple authorized services, hover over 'Multiple Services' and the full list of CPT codes will be displayed.

Insurance Authorizations

Enhancement

Refinements: Transition Appointments. Double-clicking a transition list entry will automatically transition the appointment. To prevent appointments from being transitioned by accident, we’ve added a confirmation prompt. We’ve also added the ability to navigate to a patient's Billing Account by right-clicking on an entry in the list.

BillingTracker

Enhancement

Staff Portal Optimization. The Staff Portal has been improved with an updated look and feel, and better support for mobile devices.

Staff Portal

Redesign