Presence Indicators: See Users Accessing the Same Record. You'll now see avatars on the top left of the screen that represent other users who are viewing or editing the same record. These notifications help prevent accidental overwrites and duplicate work, and improve coordination when multiple staff members are involved in a patient's care.
Note: This feature will be rolled out in stages over the coming weeks. Contact us if you'd like to participate in the early release program.

Staff Portal

New Feature

Improved Favorite Views. Your Favorite Views are now available directly from data tables, making it quicker to access the filtered lists you use most. You can also create, edit, manage, and set default Favorite Views for yourself or the whole team (administrators only), without leaving the lookup screen.

Staff Portal

New Feature

Graph Builder is now available in Staff Portal. The feature previously known as Custom Form Graphing has been renamed Graph Builder and is now available in Staff Portal with the same capabilities. You will find Graph Builder within the Reporting menu.

Staff Portal

New Module

Require Diagnosis to Lock Appointments The current "Require Diagnosis for Saving" option prevents users from saving an appointment without a diagnosis. A new "Require Diagnosis to Lock a Record" option is also now available, allowing users to save an appointment without a diagnosis while requiring a diagnosis before the record can be locked. Both settings are available under ClinicTracker Options > Preferences > Patient Contacts Form Settings.

Staff Portal

New Feature

Prevent Duplicate CPT Codes on an Appointment The existing "Don't Allow Duplicate Services" option prevents users from saving an appointment which includes the same service entry multiple times (within the Primary Service or Add-on Services). A new "Don't Allow Duplicate CPT Codes" option is now available that offers a similar restriction but based on a matching CPT Code (even if they are not identical entries as defined in the Service Input maintenance menu).

Staff Portal

New Feature

Improvements to Data Tables. Data tables throughout Staff Portal now support resizable columns (drag the column edge) and sortable columns (click the column header), making it easier to view and organize information. You can also hold the shift key and click additional column headers to sort by multiple columns. You will also notice that the header row will stay in view, even as you scroll down the list.

Staff Portal

Enhancement

Stock Forms Available in the Staff Portal Several "Stock Forms" have been added to the ClinicTracker Staff Portal. The following forms are now available through the Paperwork menu:

• Urine Screen/Breathalyzer
• Behavioral Health Assessment
• Placement Criteria Checklist
• Chemical Dependence Discharge Plan
• Chemical Dependence Screening Tools (AIMS, CAGE-AID, CRAFFT, CRAUD, DALI, and SATS)

Staff Portal

Enhancement

Available in Staff Portal: Add Addendum. You can now create an Addendum from the Locked Record menu on Custom Forms, allowing you to document updates while preserving the original locked record.

Staff Portal

New Feature

New Document Viewers for Related Documents. New options to View C-CDA/CDA/CCR have been added to the More Actions menu within Related Documents, allowing you to quickly view imported clinical documents using standardized healthcare formats.

Staff Portal

Enhancement

Now Available in Staff Portal: Google Maps Integration. This integration is available within the Staff Portal Schedule.

Staff Portal

New Feature

Default Credit Card Terminals. Users now have the ability to set and unset a default Basys terminal when making credit card payments in Staff Portal. This is helpful when there are multiple credit card terminals in use across your agency.

Credit Card Integration

New Feature

Current Time Indicator. The Staff Portal Schedule will now have a line on the left side of the calendar to indicate the current time.

Scheduler

Enhancement

View Contact Information on Scheduled Events. A new "Display Contact Info" option has been added to the right-click menu for events on the Staff Portal Scheduler, making it easier to quickly view a scheduled contact's information.

Scheduler

Enhancement

Available in Staff Portal: Contracted Clinical Hours Tracking The Contracted Clinical Hours Tracking form is now available in the ClinicTracker Staff Portal and can be accessed through the Staff menu.

Staff Portal

Enhancement

Credit Card Payments Using a Terminal. The Basys credit card integration now supports collecting payments using a terminal device, allowing your patients to swipe, tap, or dip their cards (or smartphones) when making in-office payments. You can view the available terminal options here and can reach out to Basys Support at CustomerSupport@BasysPro.com to order new devices.

Credit Card Integration

New Feature

Leverage Your Topaz Tablet in Staff Portal. With this release, you can now collect signatures in Staff Portal using your Topaz tablets. You can also view signatures in the Staff Portal that were previously collected using a Topaz tablet.

Staff Portal

New Feature

Access Two-Factor Authentication Backup Codes in Staff Portal. You can now generate and save a set of backup codes for your own use in case you are unable to access your SMS or email due to an outage, lost device, or other service interruption. To locate your backup codes in Staff Portal, click the Profile link in the top right corner and choose 2FA Backup Codes. Be sure to save or print the codes, as you won't be able to retrieve them later (although you can always generate new ones). In the Two-Factor login screen, you will see a new "Use Backup Code" toggle that will allow you to enter and authenticate using a backup code.

Staff Portal

New Feature

CPT Overrides on Paper Claims. CPT Overrides will now be applied to CMS-1500 and UB-04 paper claims. Previously these only applied to 837 electronic claims.

BillingTracker

Enhancement

Widget: Kept Appointments Missing Progress Note. Ever wish you could see Missing Progress notes for only kept appointments? Now you can! Thanks to one of our University partners, we've added a widget named "Prog. Note: Missing (Kept Appointment Statuses)", which shows you all of your kept appointments that don't have a locked progress note attached.

Staff Portal

Enhancement

Fee Schedule Enhancement. Users can now clone existing Fee Schedule rules, making it faster and easier to create new rules from existing configurations. To access this feature, navigate to BillingTracker > Settings > Fee Schedule > Configure Fee Schedule and select the Clone option on an existing rule. This suggestion came from our billing expert, Tonya, who realized it would help one of our partners in Missouri.

BillingTracker

Enhancement