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 #1027
Released: 11/04/2024
Version: 8.03.064
Details
Module
Type
General Updates. This latest version includes a few updates regarding Custom Form formula calculations.
Misc
Misc
Update #1025
Released: 11/01/2024
Version: 8.03.063
Details
Module
Type
Leverage Appointment Save Restrictions When Saving Scheduler Events. The Save Restrictions created at Admin Config > Appointment Save Restrictions can now be triggered when saving a Scheduled Event, not just when recording the Appointment. In other words, users will not be able to save an Event with a Service, Diagnosis, Location, or Program that has been restricted. To enable this option, go to: ClinicTracker Options > Admin > Scheduling > Respect Appointment Save Restrictions for Scheduler Events.
Scheduler
New Feature
Comply with the "No Surprises Act" using Fee Estimation Utility. Now you have the ability to estimate the fee and copay based on various scenarios. The Fee Estimation utility is available from the Actions menu of Demographics and Patient Contacts, as well as the Scheduler's Find Available Time Slot screen.
BillingTracker
New Feature
Clone Scheduling Availability. To save you time and to make it easier to enter a Staff's Scheduling Availability, we've added the ability to copy Scheduling Availability data from one staff member to another. Many thanks to leaders from our partner clinics in Michigan and Connecticut for sharing this request with our team.
Scheduler
New Feature
Appointment Save Restrictions on Group Appointments. Previously the Save Restrictions respected the creation of new Individual Appointments from the Group Appointment. Now, the Save Restrictions created at Admin Config > Appointment Save Restrictions will also trigger when synchronizing the Linked Appointments.
Scheduler
New Feature
DSM-5-TR Codes Updated. The DSM-5 Library reflects recent code updates. We encourage you to review the updates as they may impact your practice.
Misc
Minor Update
Update to Point In Time Aging Report. We've added the ability to group the Point in Time Aging Report by the Billing Location NPI. You will find the report by going to: BillingTracker > Reports > Aging > Point in Time. We appreciate the suggestion provided to us by a clinic partner from Illinois.
BillingTracker Reporting
Minor Update
Form Request Notification on Linked Profiles. Thanks to feedback from a partner intermediate unit in Pennsylvania, we've redesigned the Linked Profile tiles to notify Authorized users when there are form requests that need to be completed. If there are open form requests, the lower part of the linked patient profile tile will be yellow and a red badge will indicate the number of open form requests.
Patient Portal
Redesign
Update #1023
Released: 10/04/2024
Version: 8.03.062
Details
Module
Type
Min/Max Billable Time by Payor. In addition to being able to set a minimum and maximum billable time when configuring a service (Maintenance > Service Input), now you can also configure an override based on the payor (Maintenance > Override Service Min/Max Time by Insurance). This will be reflected when saving scheduled events and appointments in ClinicTracker and the Staff Portal.
BillingTracker
New Feature
Staff Portal Demographics Supports Custom Tabs. The Demographic form in the staff portal now fully supports embedded tabs from your custom form designs (previously these forms would be read-only).
Staff Portal
New Feature
Staff Portal Enhancements. You will find many more forms now available within the Staff Portal. Use the form search in the left navigation to see all the new options. Stay tuned, as there are more to come!
Staff Portal
New Feature
Email Receipts. You now have the ability to send your patient's payment receipt directly to their email.
BillingTracker
Minor Update
New Workflow Builder Option. Workflow Builder now has a "For the Same Record Of" option when assigning tasks. This will ensure that the action completed is relevant to the record needing to be actioned. For example, you can have an Appointment be your triggering form, and then ensure that a Progress Note be locked within 2 days for that specific appointment (as opposed to that no for any other appointment.
Workflow Builder
Minor Update
Audit Log Permission. Audit logs have previously only been available to administrative users. We have added a new permission setting on Staff info, "View Audit Logs", where you can assign the ability to staff members of your choosing.
Staff Info
Minor Update
Auto Create Linked Appointments in Pending Status. When auto-creating linked appointments, the system will refer to the setting: ClinicTracker Options > Admin > Scheduling > Default Linked Appointment Status to Pending.
Scheduler
Minor Update
Search Your Workflows. Workflow Builder now includes a search feature for locating Workflows in a long list.
Workflow Builder
Minor Update
In-Apps in Staff Portal. You will now see In-App Notifications appear on the Staff Portal, to ensure users of the Staff Portal are kept up to date with important announcements.
Staff Portal
Misc
Service Specific Fees in Billing Account. You can now navigate from the Billing Account screen to the Service Specific Fees form for each of the patient's payors.
BillingTracker
Misc