Redesigned: Staff Portal Custom Forms and Demographics. All Custom Forms (as well as Demographics) now display using the updated Staff Portal layout with new controls, left-pane navigation, and improved performance. These updates make forms easier to navigate and complete, helping clinicians spend less time navigating the system and more time focusing on documentation and patient care. Watch this quick video to learn more.

Form Builder

Redesign

Redesigned: Staff Portal Patient Contacts. Patient Contacts (both Appointments and Collaterals) have been updated with a new layout that uses modern controls, left-pane navigation, and other efficiency improvements. One of the most significant updates is tighter integration between the Appointment record and the Progress Note, which are now organized within the same left-panel tab structure. This makes it easier for clinicians to move between appointment details and session notes while maintaining focus on the patient's record. Watch this quick video to learn more.

Staff Portal

Redesign

Redesigned: Staff Portal Group Appointments. Group Appointments has been redesigned in the Staff Portal for enhanced usability, navigation, and performance. These improvements aim to streamline the coordination of group-based mental health and prevention services. Watch this quick video for more information.

Group Appointments

Redesign

Redesigned: Staff Portal Quick Info Pane. The Quick Info pane is now located in a panel on the right side of the screen. This section provides quick access to important patient details by providing navigation shortcuts to other parts of the system. By keeping essential information visible while you work, clinicians can more easily reference key patient data without interrupting their workflow. Watch this quick video to learn more.

Staff Portal

Redesign

Redesigned: Staff Portal Scheduler Event Details. The Scheduler's Event Details and Recurrence forms have been redesigned in the Staff Portal, based on your feedback, for improved usability, navigation, and performance. The updated layout helps staff more quickly review event information, manage recurring events, and make updates with fewer clicks.

Scheduler

Redesign

Basys Credit Card Integration. After hearing your feedback, we have partnered with a new credit card processor named Basys. We are excited to be partnered with this customer-focused team that shares our mentality around providing the best possible support. This new integration allows your team to securely accept card payments within ClinicTracker, BillingTracker, and Patient Portal, with competitive rates and responsive support. Stay tuned for the availability of credit card terminals that accept tap, chip, Google Pay, and Apple Pay!

Credit Card Integration

New Module

Redesigned: Staff Portal Messaging System. The internal messaging system has been redesigned in Staff Portal to improve usability, navigation, and overall performance. The updated interface makes it easier for staff to review messages, communicate with colleagues, and stay informed about patient-related updates.

Staff Portal

Redesign

Staff Portal: Stock Reports Now Available. All stock reports available in ClinicTracker are now available in the Staff Portal. This update ensures that clinicians and administrators can quickly retrieve the information they need from any device.

Staff Portal

New Feature

Staff Portal: Stock Progress Notes Now Available. All stock Progress Notes available in ClinicTracker are now available in the Staff Portal. This update ensures those who want to begin using the Staff Portal can continue to document using the same Progress Note they currently use in ClinicTracker today.

Staff Portal

New Feature

Concurrent Record Viewing Notification. You will now be notified in the Staff Portal when other users are viewing or editing the same record you currently have open. This notification appears at the top of the left panel and helps teams avoid accidental overwrites or duplicate work. This enhancement helps support better coordination when multiple staff members are involved in a patient's care.

Staff Portal

New Feature

Patient Selection Retention. Staff Portal will now retain your patient selection as you navigate between forms throughout the system. This meaningful improvement reduces the need to search for patients to complete various documentation, helping clinicians move more quickly between tasks.

Staff Portal

Enhancement

Prevent Creating Appointments for Discharged Patients. You will now have the option to prevent staff from creating new appointments for patients who are discharged. See: ClinicTracker Options > Preferences > Preferences: Restrict Appointment Creation for Discharged Patients.

Demographic Form

Enhancement

Image Upload for Staff and Patients. You can now upload profile photos for both Staff and Patients in Staff Portal. Adding images helps teams quickly identify individuals within the system, improving clarity when working with patient records or coordinating with colleagues across your organization.

Staff Portal

New Feature

Clinical Scribe: Vitals Awareness. Clinical Scribe can now reference the three most recent vital records, which allows the use of AI prompts in your forms to ensure identify meaningful changes in a patient's health status. An example of a prompt would be: Summarize recent, clinically significant, changes to the client's blood pressure.

Clinical Scribe

Enhancement