Release Notes

We added PDF as a format for saving scanned files.

We adjusted how the system handles certain Fee Schedule rules when you transition appointments.

We implemented various improvements to the system.

The message compose window will now properly close after a message is sent.

We added a find button next to the Family ID # field on the Intake tab of the Demographic form. Clicking this button will allow you to load the Family ID # from an existing patient.

We implemented various other improvements to the system.

We added a new setting to the Eligibility Verification Configuration form labeled, "Only Check Primary Payor For Event." If you select this option (which is the default setting), the only payor the system will select is the one listed on the scheduled event. If the scheduled event does not list a specific payor, the system will select only the patient’s primary payor. However, if you choose to disable this new option, the system will check all payors listed on the patient's demographic record.

External signatures on Information Releases will now print properly.

Some users reported that messages were appearing twice in the My Messages widget. We fixed the problem.

We corrected an issue that prevented users from selecting the "Don't print if empty" setting when configuring a Custom Form Field.

We adjusted the rounding rules on the Fee Schedule and Reduced Fee Schedule forms.

We added a feature to the Authorization form in BillingTracker that makes it easier to update existing appointments or claims to reflect changes you make in the authorization code or revision numbers. If you make changes to those codes or numbers, the system will ask you if you want to update any appointments or claims. You will find this feature useful, for example, if you enter a placeholder value such as "Pending" as an authorization code while waiting for the insurer to approve the authorization. When you get the authorization, you can have the system automatically update any appointments you've recorded or claims which have been transitioned.

When you delete a Group Appointment, the system will display a secondary prompt if there are linked individual appointments. You will be notified that the individual appointments will be retained, but will have their association back to the group record removed.

We enhanced the Batched Claim Creation Module (BillingTracker -> Claim Creation -> Batched Claim Creation) so you can save and load favorite views. You will see a new dropdown menu as well as add/remove buttons at the bottom right corner of the form. Once you set values in the various controls, press the Add button and enter a name to save the configuration. You can then select that item from the dropdown at a later time to load all those values back to the form. Use the delete button to remove a saved entry.

The staff name now displays correctly on the Personal Property form available at: Demographics -> Actions -> Personal Property.

We corrected an issue with Goal/Objective Progress fields on Standard and Free-Form Progress Notes.

We added support for scanning to .gif and .png file formats.

We updated the Adjustment/Remark Codes to the latest version (published 3/1/17).

We corrected a rounding issue on the Foster Placement Activity form.

We corrected a rounding issue with Allowed Amount.

When you scan a form into Related Documents, you'll see we replaced the file name input box with a new form that makes it easier to enter the file name and select the file type.

When you collect credit card payments from a patient, the patient's email address will now automatically appear in the form.

We fixed a rounding issue on the Foster Placement Activity form.

Output from Treatment Plans will now display properly.

We have made sure the loading screen will always disappear after you log in.

General improvements.

We have resolved all issues related to Scheduler stability. In the process, we reversed all previous changes that suppressed color coding for availability and work-hours.

The user-configured footer will properly display on the output of Custom Forms.

Normally the system defaults to the most recent Treatment Phase whenever you select a patient. In some cases, though, administrators want the system to select the Treatment Phase that fits the staff member's permissions in regard to Patient Group and Place of Service. We therefore added a new setting to the Security tab of the Options form named: Check For Accessible Phase on Patient Access.

We corrected an issue with the ERA form that affected certain customers.

In the prior update (#814) we described a new format for batch-creating patient statements whereby all the statements would print out in a single report rather than individual ones. We further refined that method by having the statements first print to screen. In this way you have the option of formatting the statements for double-sided printing (by inserting blank pages where necessary). You will also have access to a printer dialogue rather than the statements going automatically to the default printer.

General improvements.

You will find that the system performs better when you ask it to display or print statements for multiple patients. The reason for the improvement is that the statements will now display/print in a single report rather than several individual ones.

The Auto-Apply buttons on the Manual Payment screens will now function properly, even when there is only a single claim displayed.

We added two fields to the Appointments data source for "IsTransitioned" and "TransitionDate." They indicate if and when a claim transitioned to BillingTracker.

We added a section for Diagnosis to the feature at: About -> Admin Config -> Appointment Save Restrictions. You can now prevent a user from saving an appointment if it has a specific combination of a provider's credentials with a patient's diagnosis. It also will block saving the appointment if it has a specific combination of insurance plan with a patient's diagnosis. This option is therefore another way to make sure users can only save appointments that are billable.

We corrected an issue with applying Authorization Packages and Master Packages.

General improvements.

We adjusted the Select Expert to avoid prompting you to re-enter parameters when choosing your selection criteria.

We added stability improvements to the Scheduler.

We added a field for "ClaimAllowedAmount" to the report sources: "BT Aging" and "BT Claim Detail By Insurer."

We added two new fields to the Patient Demographics report sources: AssignedBalance_PatientOnly and AssignedBalance_PatientAndPayors

The new setting at: Scheduler -> Calendar -> Show Colors/Styles will no longer disable the Event Preview feature.

We added a setting to the Options form -> Formats Tab -> Progress Notes section named: Prevent Diagnosis on Output. It will prevent the system from exporting diagnosis information to Progress Notes.

We corrected an issue with filtering Scheduler reports by date range.

The instance name (the description you have configured on your login screen) will now display on the title bar of the main ClinicTracker and BillingTracker screens. It will help you distinguish between multiple versions of ClinicTracker you may be running simultaneously. Note: This change will only take effect if you have more than one instance configured on your login screen.

We added a fourth grouping option for "Rendering Clinician/Patient" to the report at: BillingTracker -> Claims -> Claims and Balances.