Release Notes

In multi-line textboxes, a new line is inserted automatically after you add a Common Phrase (press F2 on any textbox to display the Common Phrases form). This refinement makes it easier to add multiple statements simultaneously.

We have added the ability to add Tags to your Common Phrases. Tags are simple descriptive words that make it easier to categorize and search for phrases. For example, if you have certain phrases that apply primarily to Progress Notes and others that apply primarily to Treatment Plans, you could setup 'Progress Notes' and 'Treatment Plan' as tags by entering them in the Tags textbox before pressing the Add To List button. The Search String box will now search both the Phrases and the Tags. We have also extended this search box from a textbox to a dropdown box which will enable you to scroll through the list of tags you have configured.

We added a new Global Common Phrases feature that you can configure through the Maintenance Menu (search for 'Common Phrases'). This list can be populated by administrative staff and will then be available for any user to search when accessing the Common Phrases form. Two new checkboxes will allow you to search your personal list, the global list, or both.

You will find a new "Shortcuts" menu on the top menu bar of the Staff Dashboard. It gives you quick access to your Widgets both from this menu as well as with keyboard hotkeys (e.g. Press Control and the F2 key to open the Message Board).

Note: Some customers are receiving multiple updates simultaneously. Please make sure to read the release notes from update #633 as well as the items from the current update.

Placing your mouse over a colored cell on the scheduler displays the details of the availability/unavailability information (including location, event types, and unavailability reason).

The User Support Portal link in the top right corner of the Staff Dashboard leads to our new online support resources, including FAQs, training videos, newsletters, and the support ticketing system.

You can now export any paperwork directly to PDF format. See the "Save as PDF" option in any of the Print menus. Note: This feature requires Microsoft Word version 2007 or higher. (Originally released in update #632)

The Change of Diagnosis form previously only allowed you to load the "Previous Diagnosis" from the "Updated Diagnoses" of the latest Change of Diagnosis record. A new option lets you load the "Previous Diagnosis" from the most recent diagnoses recorded anywhere within the Patient's record. When you click the blue load button, you can choose between the two options. (Originally released in update #632)

Treatments plans will now function like Progress notes when it comes to handling supervisory counter-signatures. For clinicians not indicated as always requiring a counter-signature, a message asks if a supervisor's signature is required. If No is selected, the system marks the supervisor signature as None Needed, thereby allowing the record to be locked.

Custom Reports now have all the user-interface features of the pre-stored reports. These include the PDF Quick Export function and the capacity to display the printer dialogue rather than automatically using the default printer.

When editing locked Patient Contact records, you will be notified if you try to navigate away from the record before saving your audited changes. (Originally released in update #632)

There's a new setting in the BillingTracker options form for "Default Next Payor for Insurance Payments." This setting affects the default selection as the Next Payor when recording a partial payment from an insurer. You have three options: 1) Write-Off (the prior method, which will persist unless adjusted), 2) Patient, 3) Next in Sequence. This latter option defaults according to following order: Primary -> Secondary -> Tertiary -> Patient. (Originally released in update #632)

When reviewing eligibility requests, right-click on an entry in the top list to make a comment regarding the request (for example, if follow-up was performed). (Originally released in update #632)

You can now export any paperwork directly to PDF format. See the "Save as PDF" option in any of the Print menus. Note: This feature requires Microsoft Word version 2007 or higher.

The Change of Diagnosis form previously only allowed you to load the "Previous Diagnosis" from the "Updated Diagnoses" of the latest Change of Diagnosis record. A new option lets you load the "Previous Diagnosis" from the most recent diagnoses recorded anywhere within the Patient's record. When you click the blue load button, you can choose between the two options.

When editing locked Patient Contact records, you will be notified if you try to navigate away from the record before saving your audited changes.

There's a new setting in the BillingTracker options form for "Default Next Payor for Insurance Payments." This setting affects the default selection as the Next Payor when recording a partial payment from an insurer. You have three options: 1) Write-Off (the prior method, which will persist unless adjusted), 2) Patient, 3) Next in Sequence. This latter option defaults according to following order: Primary -> Secondary -> Tertiary -> Patient.

When reviewing eligibility requests, right-click on an entry in the top list to make a comment regarding the request (for example, if follow-up was performed).

You can now right-click on patient names in the My Patients Widget to add or remove them from your Quick-List.

Users of Insurance Eligibility Verification will find that we changed Status search filters from option buttons to check boxes. This modification allows you to search on multiple Statuses (for example, non-covered and error) simultaneously.

By going to: About -> Admin Config -> eForms -> Form Group Setup, you can create groups of eForms for patients to complete. After you configure the eForm group, the system will administer those forms to patients sequentially. As a reminder, you instruct ClinicTracker to present forms by going to: Paperwork -> Utilities -> eForms.

Patient Summary: Added "New" button to toolbar to clear the current record.

You can now set the Supervisor field on the Patient Contacts and Group Appointments form to be a required field. This setting can be configured on the Preferences tab of the Options form.

If you have enabled the Free-Form version of the MH Summary Documents (Consultation Summary, Admission Summary, etc.), you will find a new option that allows you to default to this view (as opposed to the full version). Go to: Options -> Formats tab -> Summaries section.

Because the system used "Quick-List" and "Favorites" interchangeably, we decided to make the terminology consistent. "Quick-List" is now the only label to describe this feature.

For subscribers to the Insurance Eligibility Verification service, you can now have the system automatically check eligibility for all the patients scheduled for some future date. For more information click here.

If you update diagnoses using the Change of Diagnosis form, ClinicTracker will compare the revised assignments to the Active Problem List (from the Patient Summary). You will be prompted if your updated list does not include previously assigned active diagnoses. If it finds any, you can choose to set them as Inactive in the Problem List.

Custom Labeling has a new option: The "Notes" sections of the Tx Planning tab within Progress Notes.

Goal Progress and Objective Progress from Tx Planning tab within Progress Notes will now show on output.

Double clicking on the Tx Planning tab of any Progress Note will copy the Treatment Planning information to the computer's clipboard. You can then paste it in any textbox of any program using the key combination of Control + V, or right-clicking within the textbox and choosing the Paste option.

The Appointment History reports now allows the option of grouping appointments according to the assigned clinician (in addition to the Patient). Prior to generating the report, the system asks you if you want this second level grouping.

Some insurance plans allow a certain number of visits prior to requiring a pre-authorization. To help you track this allowance, we've added a way to record an Authorization Code on an appointment without transitioning that code through to BillingTracker where they would appear on claim files. Click on the new "N/A" checkbox above the Authorization Code field on the Insurance Authorization form to record such an authorization.

Addition of Medical forms to Navigation menu (Meaningful Use customers only).

Custom Labeling has a new option: The MH and CD Treatment Plan's "Date Achieved" for Goals and Objectives.

Expanded dropdown width of diagnosis controls on Change of Diagnosis form within the Paperwork menu.

You can now right-click on a patient's name in the My Patients and My Appointments Widgets to see or add Patient Notes/Alerts.

The Insurance Eligibility Verification Review form now has filters for date range and status (success/failure/all).

A new form is available at Utilities -> Insurance Eligibility Verification Review that lets you review requests and responses for all patients. An existing form accessible from the Insurance tab of the Demographics form allows you to generate requests and view the history for a single patient.

Prior to this update, the Remit To address on statements only showed a single address as recorded in the BillingTracker Options form. Now you can enter the Remit To addresses for for each billing location recorded in the system. Configure these options through a third tab at ClinicTracker -> Utilities -> Maintenance -> Building/Billing Location Input. If you want to keep the Remit To address as you have it currently, then no action is required. Note: If claims from multiple billing locations appear on a single statement, the Remit To information from the last claim will be displayed.

Custom Labeling has a new option: The CD Treatment Plan's "Problem Statement."

You can now hide the name of the staff member who entered the payment on a payment receipt. To do so, uncheck the option at: BillingTracker -> File -> Setup -> Options -> Payment Receipts: Display Staff Entering Payment.

You will now see an asterisk in the display of the Billing Notes tab of Managed Accounts whenever there are any notes recorded for the currently selected patient.

The My Appointments widget now has the same alerts for patient notes, compliance, and insurance authorizations as the other widgets.

Added option to associate previously-created individual contact records that have the same patient and date of service. This is useful when an individual appointment was originally created manually without being linked to group appointment. Right-click the green arrow button, choose Associate With Patient Contact, and select the appointment record. To remove the link to an individual appointment, right click the red arrow button and choose Remove Linked Patient Contact.

Added a dropdown beneath the list of Groups so you can filter according to a Scheduling Group Collection. Note that this dropdown becomes disabled once you select a Group.

Completed Paperwork: You can now display progress notes alongside other types of paperwork by clicking the checkbox labeled, "Include Progress Notes." Double-clicking a Progress Note entry will load the corresponding appointment record within Patient Contacts.

A link to the Patent Portal now appears on Patient Statements (for Patient Portal Customers only).

New feature on Scheduler Event Detail form: When selecting a payor in the lower right hand corner of the form, place your mouse over the Payor label to see the Next Requalification Date (recorded on the Insurance tab of the Demographic form). The payor label will be displayed in red if the date is less than one week away.

Added date range filters to Review tab.

Enhanced Billing Notes tab now allows you to configure multiple records, each of which can be time-stamped and locked. See: Manage Accounts -> Billing Notes tab.

Creation of different categories to assign for Billing Notes. See: BillingTracker -> File -> Setup -> Billing Note Type Setup.

Addition of Emergency Contact Information to the Intake Face Sheet report.

Support for AMT*EAF (remaining patient liability) in BillingTracker's Insurer Plans setup form. This information is sometimes required in place of the CAS segment for secondary claims.

Update Completed Paperwork display to show all Admission Notes and Discharge Summaries, not just the first.

Education Resources provided to patients through the Patient Portal will now be tracked for link clicks. If a patient actually clicks on a link, it will be displayed both through the Patient Portal as well as within ClinicTracker's Patient Education Resources module.

Fix to Batch Paperwork Printing routine.

Add phone number to mouseover text of insurer name on Demographic form.

Meaningful Use Dashboard (MU Customers Only): Addition of Meaningful Use Objectives Handbook to Certification tab of MU Dashboard.

Addition of two new options to Insurance Setup form: "Even When $0" which relate to "Include CAS (Claim Level)" and "Include CAS (Line Level)." This will include the primary payor information within the electronic claim, even if nothing was paid by the primary.

Added "Program" to the Scheduler Event Preview window.

BillingTracker: New option for Insurer Plans, UB-04 Options: Append Modifier to CPT. Check this option if you want to output the modifier codes on the service line of the UB-04 form (box 44).

Include Service Code Add-Ons on Progress Note output.

When unlocking a Treatment Plan, you will be asked if you would like to retain externally collected signatures (Patient or Other) collected using signature tablets. If you choose to not remove the external signatures in order to avoid having collect them again, this will be noted in the audit log.

New Report: Staff Reports -> Direct/Indirect Time by Patient.

Patient Portal: Ability to display payment history from My Account page.

Automatic Modifier Rules will now apply to service add-ons, not just the primary service.

Update to Patient Appointment History report to include Service Add-On Codes.

CD Treatment Plan: Load Latest Diagnosis will now pull from anywhere in the system rather than just the latest CD Assessment.

Updates to scheduler display, including loading progress bar.

Options Form: Compliance Tab - Updated with setting for "Prevent Creating Appointments When Overdue Treatment Plan". This will prevent saving of any additional appointment records if there are any overdue Comprehensive Treatment Plans or Treatment Plan Reviews.

Options Form: Compliance Tab - Updated with new setting for scheduling the Comprehensive Treatment Plan based on the Nth kept appointment (where N is the user-defined number of appointments). Enable this setting to automatically update the Compliance record to reflect the Comprehensive Treatment Plan due date upon creation of the Nth kept appointment.

Options Form: Preferences Tab, Patient Contacts section - Updated with new setting for "Don't Allow Duplicate Services. This will prevent saving an appointment where the service code and add-on codes match.

BillingTracker: Insurance Setup form, Plan Requirements section includes a new setting "Disallow Service Add-Ons". This will prevent saving an appointment for this insurer where any service add-ons are recorded.