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IMPORTANT NOTE:
Any item marked with ** is only available in the new version 8.1. Please see
https://help.clinictracker.com/clinictracker-new-version for more information about this important upgrade.
New Feature
Misc
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** We have a new feature that makes Custom Reports more interactive. You can access it by adding a patient name field (from the Patient Demographics data source) to your report. You can right-click or double-click that field to view navigation options for that patient.
New Feature
Report Builder
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** We added support for Remittance Advice Remark Codes (MOA loop 2320). You can enter this information via the Additional Info button from the Claim Details screen.
New Feature
BillingTracker
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** We added a setting to the BillingTracker Options form in the Transition Prompts section. If you enable it, you will get a prompt when you transition claims if there is another appointment for the same patient, date, and primary insurer.
New Feature
BillingTracker
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** When you set bulk schedule permissions, you will now see an entry that allows you to select multiple locations, rather than one or all.
New Feature
Scheduler
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** We have merged ClinicTracker and BillingTracker into a single application such that you will only see the ClinicTracker icon on your desktop. After clicking on it, you can then choose which application you want to open first. Assuming you have access to both systems, you can also navigate freely between ClinicTracker and BillingTracker features.
New Feature
Misc
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** We added a field for Alias on the Demographic form where you can record a nickname or maiden name. You can search for the alias in the Advanced Find form.
New Feature
ClinicTracker
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** We added a new security setting called, "Restrict to My Records" in the User Responsibilities tab of Staff info. It limits access and batch-printing to only those records that the user either created or is listed as the clinician or supervisor.
New Feature
ClinicTracker
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** To improve navigation around the system, you can now press the Control key prior to clicking on the navigation menu if you want to keep a current form open on screen even after you open a new form. For example, if you have the Demographic form open, you can now navigate to Patient Contacts without closing the Demographic form.
New Feature
ClinicTracker
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** You can now select any printer to print reports, not just the system default.
New Feature
ClinicTracker Reporting
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** We added a new setting to: BillingTracker -> File -> Setup -> Configure Statements named "Display Non-Balance-Affecting Adjustments". If you enable this feature, these adjustments will display on patient and insurer statements.
New Feature
BillingTracker
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** To be more descriptive, we changed "Manage Accounts" to "Billing Account." We have also integrated this form into the Navigation menu so you can navigate to and away from the Billing Account form.
New Feature
Misc
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** We added the ability to attach files to a claim using the Billing Note function in the Billing Account form. This feature is useful when an insurer requests that you attach supplemental documentation to a paper claim.
New Feature
BillingTracker
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** We added the ability to adjust the patient associated with a Master Payment so you can correct a payment recorded under the wrong patient. You can access this feature from the Payment History form by selecting a Master Payment record in the top list, choosing the Edit Payment Master option, then clicking the icon in the bottom right corner of the screen. Note that you cannot transfer a Master Payment record if there are any associated Payment Applications.
New Feature
BillingTracker
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We fixed an issue with how the footer displayed on certain system-designed custom forms.
Fix
Form Builder
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** We added a setting to the Secondary Claims tab of BillingTracker's Insurer Plan setup form for: Suppress Claim Adjudication Date (DTP*573) in Loop 2330B.
Minor Update
BillingTracker
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We added a way to force ClinicTracker to only use mouse input for signatures, even if your system has been configured to accept input from both a mouse and a Topaz signature tablet.
Access the file located at %UserProfile%\ClinicTrackerOptions.ini and add an entry in the [Main] section as follows:
SignatureTabletDisableCheck=1
If you enable this option, the system will always use the mouse, even if it detects an attached tablet.
Minor Update
eForms
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When you create a manual claim in BillingTracker, you will now receive a prompt that allows you to assign the balance either to the patient (the prior default) or the primary payor.
Minor Update
BillingTracker
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The notes entered on a Release of Information entry within the Demographics form will now display on the printed output for the detailed Release of Information record.
Minor Update
ClinicTracker
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** We added a new feature to the Mismatched Claims form that lets you identify and correct the situation in which a claim has no balance assignment, but does have offsetting active transactions.
Minor Update
BillingTracker
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** We updated the FTP utility to let you pick a pre-stored transmission type from a dropdown. Before you had to enter it manually or access it from the Electronic Claim Transmission setup form.
Minor Update
BillingTracker
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** We added a button to the bottom right corner of each Insurance section within the Demographics form. It terminates insurance coverage by clearing the fields and storing the cleared information in the notes tab.
Minor Update
Demographic Form
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We added a "Download/Delete File" button to the FTP utility that will download the file from the remote server to your local machine. It then deletes the file off the remote server in a single step.
Minor Update
BillingTracker
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We adjusted the signature block on the Incident Report Form to respect custom labeling of "Clinician" and "Supervisor."
Minor Update
ClinicTracker
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** We added a field to: BillingTracker -> File -> Setup -> Insurer Plans -> EClaim Options tab for "Institutional Patient Status." Although the default for this field had been 30, you can now adjust it.
Minor Update
BillingTracker
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** We added an option to the utility at: ClinicTracker -> Reports -> Admin -> Mismatched Insurance Authorizations. It limits the results to only appointments you have not yet transitioned to BillingTracker. In addition, we added a column at the end of the display grid to show the associated claim number.
Minor Update
Insurance Authorizations
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When you use the Bulk Balance Transfer form, you'll see a new prompt that lets you select between the new transactions having a status of Queued (the prior default) or Pending.
Minor Update
BillingTracker
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** We added Schedule Event Type to the list of ClinicTracker's Maintenance Reports.
Minor Update
ClinicTracker Reporting
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** We added the Signature Request feature to the Actions menu and toolbar of the Physical Health Inventory Form.
Minor Update
ClinicTracker
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** When the system displays a warning about insurance requalification information, it will now show the specific payor name so you know which one generated the prompt.
Minor Update
ClinicTracker
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To prevent some claim rejections, the system now automatically trims leading and trailing spaces in the patient's first/last name, Client ID, and authorization code.
Minor Update
BillingTracker
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When you create a new insurer, the system will now default to the 2/12 (rather than the 08/05) version of the CMS-1500 form.
Minor Update
BillingTracker
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** We greatly increased the speed at which custom forms load and switch tabs.
Minor Update
Form Builder
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** We changed the color coding of entries on the Info Releases tab of the Demographic form. Entries without an expiration date (or which are set to expire upon discharge) will now display in blue, not red.
Minor Update
Demographic Form
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** We adjusted the guardian information section on the Parent/Guardian tab of the Demographics form to accommodate additional phone and email contact information.
Minor Update
Demographic Form
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** The Navigation menu within ClinicTracker's Insurance Input form has a new option that lets you access billing settings for the selected insurer.
Minor Update
BillingTracker
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** We split the report at: BillingTracker -> Reports -> Claims -> Claim Details by Clinician into two separate versions, one for Billing Clinician and the other for Rendering Clinician.
Minor Update
BillingTracker Reporting
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** We added settings in the Preferences tab of the Options form to require "Date of Intake Appointment" and "Date of Contact for Appointment" on the Demographic form.
Minor Update
Demographic Form
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** We added a Credential dropdown to the configuration form at: BillingTracker -> File -> Setup -> Transmission Type Override Rules. This means you can now adjust the Transmission Type based on the credential of the staff member.
Minor Update
BillingTracker
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** We added a Credential dropdown to the configuration form at: BillingTracker -> File -> Setup -> Claim Format Override Rules. You can now adjust the Claim Format (paper, electronic, etc.) based on the credential of the staff member.
Minor Update
BillingTracker
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** We added a setting to the Insurer Plan setup form in the UB-04 configuration section that will display the Billing Clinician's NPI in box 57.
Minor Update
BillingTracker
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** We adjusted the credit card payment form so you can view and, if you want, edit the confirmation email the system will send.
Minor Update
Credit Card Integration
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** When you view a linked individual appointment from the Group Appointment form, the system will display the Quick-View Pane just as if you had selected the patient from the Patient Find form.
Minor Update
ClinicTracker
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** The system will now prevent you from saving an appointment without a supervisor if the "Bill Under Supervisor" feature is enabled for the selected clinician.
Minor Update
ClinicTracker
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** When you enable the Bill Under Supervisor flag on a Staff Info record, the system will ask if you would like to adjust any claims already transitioned for that staff member. If you choose "Yes" BillingTracker will identify any claims with the current staff member as the Billing Clinician and switch them to the Rendering Clinician. The Billing Clinician will be updated with the Supervisor on the associated Appointment record.
Minor Update
Staff Info
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** The form at: BillingTracker -> File -> Settings -> Modifier Rules will now allow you to create rules with no modifiers entered. This enables you to create a generic rule that applies modifiers, and then a more specific one that overrides that rule without modifiers.
Minor Update
BillingTracker
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** We added a Clear button above the Distribution column in the Patient and Insurance Payment forms which will remove any values entered in the distribution fields.
Minor Update
BillingTracker
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You will find that the 835 module displays results much faster than before.
Misc
ERA (835)
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We fixed an issue with the new Clear Balance Assignment feature from the Mismatched Claims form. It now works correctly when processing multiple items simultaneously.
Misc
Misc