Release Notes

General fixes and improvements.

We added stability improvements to the Scheduler.

If you are experiencing any slowness/performance problems with the Scheduler, toggle the setting at: Scheduler -> Calendar -> Show Colors/Styles or press F6 on your keyboard. Disabling color/styles will make it so the Scheduler will not color code sections related to availability and work hours nor display the Event Preview window or status bar updates. However, removing color-coding will improve performance. You only have to make this change one time because the system will retain the setting.

Based on user feedback, we decided to remove the new feature that displayed the popup menu if you single-left clicked on a scheduled event.

We added three new fields to the Group Appointment form that let you record the names of additional staff who might have participated. These fields are also accessible in Report Builder via the report source: qGroupAppointment.

We adjusted the ERA import form to ensure the system would only import checked items.

We updated the integration with Topaz signature tablets to properly display graphics on the LCD screen.

We added a setting to BillingTracker's Options form in the "Display on Payment Receipts" section that will let you hide Credit Balance information.

We updated the Batch Claim Creation feature so you can select only those patients with a certain duration of clinical contact over a date range (whether that contact involves an appointment, a collateral contact, or a combination of those two activities).

When you print documentation, the system will ask if you want to use the default printer settings or select different ones. If you choose the default option, the system will automatically print the document. Responding with 'No' brings up the printer dialogue menu. Users who connect with Remote Desktop will find that choosing the default option speeds up printing considerably.

The Advanced Find Form will work properly when you access it via RemoteApp.

We made adjustments so the cursor will always default to the right position on the popup menu when clicking an event on the Scheduler.

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

We added a setting in the Admin tab of the Options form labeled, "Check-In Prompts for Copay Collection." If you select this option, the system will ask if you want to display the copay collection form whenever you check in a patient (anywhere throughout the system).

Single left clicking an event on the Scheduler will display the context menu, thereby providing access to all the available options.

You will see that the value fields within the Report Select Expert now display as a dropdown menu that includes sample data. This feature helps make sure you are selecting the correct format for your filter criteria.

We added stability improvements to the Scheduler.

We added two new fields to the form: BillingTracker -> File -> Setup -> Transmission Type Setup. They collect the default FTP paths for 837 uploads and 835 downloads. When you connect to FTP, the remote site will automatically display the default path, depending on how you accessed the FTP form. If you reached that form from Review Submissions, it will bring you to the default 837 path. If you reached that form from the new Load 835 Files "Download 835 Files" button, it will point you to the default 835 path.

We enhanced the Report Select Expert with options for:

• Not Equal To
• Greater Than or Equal To
• Less Than or Equal To
• Starts With
• Does Not Start With
• Is One Of

Payment dates you adjust through the new ERA importing screen will display correctly in the payment history.

When working within the ERA module, you will now be able to navigate around the rest of the system, without being forced to first close the ERA form.

You will find that the Scheduler runs even faster.

We enhanced the FTP utility so that you can "Download" or "Download and Delete" multiple files at once.

You can now import multiple files simultaneously from the new ERA importing screen.

We made the Diagnostic Evaluation available in the CD Paperwork menu.

The Release of Information form will now properly display signatures.

Dates for existing records will now always show properly when you access a Custom Form.

Demographic records missing a date of birth (DOB) will load without issue.

Payment dates you adjust through the new ERA importing screen will display correctly in the payment history.

We upgraded a 3rd party component used for the Scheduler so that we could eliminate some sporadic problems with stability.

We added a new configuration form at: BillingTracker -> File -> Setup -> Billing Location Type Override Rule. This utility will allow you to define a series of factors that will change the value of CLM05-1 from the default value set in the Building Input form. When creating electronic claims, the system will search for a matching override rule to apply. The claim processing log will indicate if the system did actually apply an override.

You can now enter decimals for Contracted Clinical Hours.

Printing a large number of statements or paper claims should now work properly without generating an error.

You will see that the Report Builder loads much faster whenever you access it.

On the manual payment entry screens we changed the default adjustment group/reason from OA-2 to CO-45, as it was determined to be the most common adjustment type.

We significantly increased the speed at which the Scheduler loads.

We made significant enhancements to the manual patient and insurance payment screens. Both these forms should load much faster than they did previously. In addition, the on-hold feature described here which was previously only available using a right-click menu, now has its own column to make the status easier to view and adjust.

The system will now properly set the status (i.e., queued or pending) after you adjust the balance assignment, based on the setting "Default Status for Transactions After Balance Assignment" configured in the BillingTracker Options form.

Various general improvements based on user feedback.

You can now create a new insurance record through ClinicTracker without any problems arising.

If you mouseover any entry in a checkbox list of Treatment Plan goals or objectives, you will now see all the text for that item as you hover over it. This feature is useful when the entry is too wide for the available space in the list.

Various general improvements based on user feedback.

The feature at File -> Copy from Other User now functions properly in all scenarios.

We corrected an issue with spell-checking of Free-Form progress notes.

We added a column to the new ERA importing screen that will let you view the patient's insurance information.