Build Custom Forms Without Leaving the Staff Portal. No longer in beta testing, Form Builder is now available to you in the Staff Portal via the Utilities menu.

Form Builder

New Module

Limit Record Access By Program In the Staff Portal, you can now limit staff to records from their own programs. To enable this feature, head over to: ClinicTracker Options > Security > Security > Enable Staff Program Security. You will then see the following new changes:

• A "Program" button at Staff Info > Additional options > Patient Access Permissions. This will let you determine which Programs your staff have access to within specified date ranges.
• A "Program" dropdown on Custom Forms that will have options for "Not Program-Specific" and any Programs associated with both the Staff (via Program Permissions) and the Patient (via Program Assignments). Existing records will default to not being Program-Specific.

When a Staff member attempts to access a record in the Staff Portal, ClinicTracker will ensure they have permission to the program on the record date.
Thank you to the many organizations that have collaborated on this much-anticipated security feature.

Staff Portal

New Feature

Check Eligibility in Bulk for Primary Insurance. This update will benefit organizations looking to check insurance eligibility in bulk for a specific Payor. You'll be able to run a bulk check in the Insurance Eligibility Verification review form based on the Scheduled Event date range and the Primary Insurance.

Insurance Eligibility Verification

New Feature

Empower Patients to Update Demographics Information Directly. Thanks to this great suggestion from one of our Chicago clinics, patients can now view and edit their own demographic information through their Patient Portal. If you would like to adjust the Demographic fields displayed on the Patient Portal or allow Patients to directly edit certain fields (they will be read-only by default), please contact us to assist you with this configuration.

Patient Portal

New Feature

Eliminate Fields from Load Latest/Load Prior. If you have specific fields that you'd prefer to remain blank when using the Load Latest/Load Prior feature, then look no further than the new property in Form Builder for "Prevent Loading Latest".

Form Builder

New Feature

Enter, View, and Graph Vitals on the Staff Portal. Access Vitals from the Staff Portal via the Medical menu.

Staff Portal

New Feature

Edit Claim Details in Bulk. You will now be able to edit the details of multiple claims at one time using a new right-click menu from the Billing Account Claims tab and Claim Management. The details you can update in bulk are:

• Billing Clinician
• Billing Location
• Diagnosis
• Program
• Patient Relationship to Insured (and all associated fields)
• Referral Source

BillingTracker

New Feature

Avoid Submitting Claims with Invalid Diagnosis Codes. You will now receive a prompt when transitioning an Appointment containing a diagnosis code that is no longer active. This is a helpful notification requested by one of our PA partner organizations.

BillingTracker

Minor Update

New Insurer Plans Option: Only Allow "Self". Users will have the option to only allow "Self" as a selectable option for a Patient's Relationship to the Insured. You will find this new setting on the Insurance Input form's Requirements tab.

Misc

Minor Update