Release Notes

We corrected a problem when loading the Balance Assignment form.

When patients view upcoming appointments or schedule future ones through the Patient Portal, the times listed will be according to their own time zone. This feature benefits agencies (like those offering telepsychiatry) that schedule patients nationwide.

When staff use the Staff Portal to schedule events, the system will display all times in the provider's particular time zone, not the agency's.

We resolved an error message regarding a "Disposed Form" that had popped up intermittently.

The Message Board will now consistently poll for new messages.

We implemented various stability and performance enhancements.

We implemented various stability and performance enhancements.

We corrected a display issue with text fields within Custom Forms.

You will see a new button on the Billing Note form labeled "Message". Press it to compose an internal message that includes both the note content as well as a link back to the associated claim within the patient's Billing Account.

The "Don't Print" property on Custom Forms excludes a particular field from being printed out. You can temporarily override this feature (and print all fields) by holding down the Control key on your keyboard when you are selecting print options.

We added the Payer Claim Control Number (CLP-07) to the ERA grid.

When the claim date from the ERA file does not match the selected claim date, the system will color that line in purple.

Form Builder has a powerful new feature that lets you display summary information for Repeating Lists and Grid Views. You can use and display them within formulas. For example, if you have a repeating list with numeric entries, you will see options for calculating a Sum, Minimum, Maximum, Average and Concatenation. This feature is available for textboxes, dropdown menus, date pickers, time pickers, and checkboxes. As you might expect, not all summary operations are available for all field types (e.g., a date field will allow for a Minimum and Maximum, but not a Sum).

We greatly improved the speed at which you can run and design Custom Reports based on the Patient Demographic views.

The maximum length for user passwords was increased from 15 to 20 characters.

The "My Appointments" widget now shows both Individual and Group appointments. A new dropdown menu lets you filter among All, Individual, and Group appointments.

Note: We incorporated all changes from update 833 into this update.

"My Scheduled Events" is now labeled "My Schedule" on the Staff Dashboard.

You will find a new refresh button in the Service section of Claim Details. It reloads services you've entered in the linked Appointment, in case they changed post-transition. The system adds them with the default service pricing.

Due to a new payor edit, professional claims now require a service description to be included in SV101-7 of the Service Loop (2400) for non-specific service codes (e.g., G9012). To enable this feature, click the "Description on EClaims" checkbox in the Service Input form.

We added a field for "Claim Revision" to BillingTracker's Additional Info section of Claim Details. Select a revision (a-j) and the system will append it to the end of the claim number on outgoing electronic claims. Use this feature when a payor requires a unique claim number for a resubmission.

We added a report named "AIMS Testing" to the Patient Reports menu.

You can now remove Protected Health Information when you synchronize your ClinicTracker schedule with external applications such as Outlook. If you contact us to enable this feature, you’ll see "ClinicTracker Event" in place of the original event description.

If you want to set a Related Document as a patient's photo, go to: Actions -> Set as Personal Image. The photo will display on the Patient Dashboard.

The ERA split payment screen now lets you split a payment such that the original payment line receives a $0 balance. This option helps when the adjustments apply to one claim and the payments apply to another.

We added a field to the Scheduler Permissions screen to collect a Scheduling Priority. When you use the Find Available Appointment feature, the system will sort the results from highest to lowest priority.

We added a field to the Scheduler Work Hours settings form named: Limit Search Results Per Timeslot. When you use the Find Available Appointment feature, the system will limit the results displayed to the specified number of openings per timeslot. Used in conjunction with the Scheduling Priority feature mentioned above, you can now ensure that certain staff are more likely to be selected for an available appointment when searching within ClinicTracker or the Patient Portal.

ClinicTracker can now record a patient's time zone (go to: Demographic form -> Outside Provider tab).

We added enhanced search features to Report Builder. In addition to the existing F2 search feature on the Report Source dropdown, you will now see a button labeled "Search by Field Name." It will open a form that lets you search for both table and field names. Once you have selected your Report Source, a new search box just above the list of fields will allow you to easily search for a specific item.

The Patient Portal prevents patients from making any further changes once they submit a form. If you want a patient to add additional information, check the new "Request Patient Resubmit Form" checkbox on the Patient Portal Form Requests screen and save.

The system can now store a staff member's time zone (go to: Staff Info -> Additional Options tab -> Scheduler Settings).

We made various enhancements to the Custom Form features within the Patient Portal.

We made changes to the Oregon State export routine to support the FY2017 specifications.

We made changes to the Washington State export routine to support the FY2017 specifications.

You can now set the font color when you configure fields in a Custom Form.

If the system displays a Conflict Warning screen when you are scheduling an appointment, you can now right-click to export a list of conflict details.

We implemented various other system improvements.

We implemented various improvements to the system.

We implemented various improvements to the system.

We corrected an issue affecting the Find Form at various locations throughout the program.

We implemented various improvements to the system.

You can now store a client's credit card information. At the bottom right corner of the credit card processing form you'll see options to save and delete card information, as well as load data from a previously-stored card.

We implemented various improvements to the system.