Release Notes

ePrescribing customers can now benefit not only from the 'Patient Advisor' educational materials offered at the point of prescribing, but also from medication-specific coupons that can be offered to patients to offset the cost of the medication. This functionality is available to all ePrescribers at no additional charge.

Selected message will be retained when message board is refreshed to poll for incoming messages.

Last update timestamp information will be displayed in the status bar of Patient Contacts.

New setting on User Responsibilities tab of Staff Info to prevent users from deleting events off the scheduler.

Ability to search for events within a specific time range (as opposed to just a specific date range) using the View Event Listing feature of the scheduler. This will allow you to easily search for all appointments scheduled between 3pm and 4pm.

Addition of goal and objective indicators to Tx Planning tab of all Progress Note templates. These ratings are also reflected in the Treatment Plan Progress reports.

Patient Portal (Connect Version Only): Addition of scheduled events and financial account information.

Testing Wizard: Ability to configure an optional free-text question that is displayed to the user after completing the test.

Addition of Staff Certification Tracking via Additional Options tab of Staff Info. This will allow you to track required credentials along with their due dates. The "Staff Certifications" button will display in red if any certifications are expired or set for reminder. Associated report added to Staff Reports -> General Staff Information -> Staff Certifications.

BillingTracker: 837 viewer utility will display segment and field numbers when clicking an entry. This is to help with troubleshooting rejection messages that mention a line number, but no additional identifying information.

Scheduler: Members of the scheduling team have a new option to view the event list for ALL resources (instead of the previous option of just for the resources currently displayed on the schedule). This option will be displayed in a popup when clicking the View Event Listing icon on the toolbar, or from the File menu.

Updated program graphics and icons.

Added ability to import insurance card images from a file (in addition to being able to scan them directly).

Add NPI column to Supervisors and Clinicians report.

Add Additional ID # to Patient Listing report.

Added third option for populating box 31 of the CMS-1500 form. In addition to previous options of "Staff name with credentials" or "Staff name with license number", an option is now available for "Billing location name". This setting has been moved from the global BillingTracker Options form to the Insurer Plan setup form to allow for configuring this value on a per-insurance basis.

ClinicTracker has been certified for the government's Meaningful Use Program. Contact us for information on how to upgrade your version of ClinicTracker to qualify for stimulus funding.

Addition of extra summary information to Patient Reports -> Patient Contacts by Family

BillingTracker: Option to suppress Rendering Provider in electronic claims.

Addition of Diagnostic Evaluation to Custom Naming module

Addition of "Additional Treatment Planning Notes" in Tx Planning tab of all Progress Notes to Custom Naming module

BillingTracker: Updates to Courtesy Claim feature.

Addition of Follow-up Clinician to At-Risk report.

Miscellaneous changes.

Added ability to sign/lock Incident Report form.

New setting to enforce password history on the Security tab of the Options form.

Addition of Program to Manage Accounts, Claims grid.

New feature for distribution lists on the message composition form. The "To" button will display a dropdown arrow which will contain an entry for "Distribution Lists". The top entry in this list will let you manage lists of staff, and the remaining entries will show the lists you can choose from to quickly compose a message to the group members.

New setting on Personal tab of Staff Info for Paperwork Notification Method. In addition to the previous options of Message Board or Email, a new option has been added for "Message Board with Email Alert". If this setting is enabled, when a signature request is sent through the message board, the sender will be asked if they would like to send you an email alert notifying you to check your ClinicTracker message board.

Correction to issue with vital form.

Addition of field for "Preferred Method of Contact" to demographic form.

Addition of Scheduling Groups to Patient Dashboard.

When adding or removing a patient from a scheduling group (from the 'Scheduling Group Setup' or 'Scheduling Group For Patient Setup' forms), you will be asked if you would like to add/remove the patients from future-scheduled events for that group.

School name and grade will be loaded from demographic record to Consultation Summary for patients marked as child.

Ability to rename "Changes in clinical picture and recovery plan" on last tab of MH Treatment Plan using Custom Labels module.

New maintenance entry for Scheduling Group Collection.

Addition of Scheduling Group Collection field on Scheduling Group setup form. This will allow you to associate multiple Scheduling Groups with a single Collection.

Addition of "Scheduling Groups" button on first tab of demographic form. This will allow you to view all of the scheduling groups a patient is enrolled in, and easily move them in and out of groups. Dropdowns for the Scheduling Group Collection will allow you to quickly select all scheduling groups in a collection.

Addition of "Rule Out" for MH Diagnosis on CD Assessment and CD Treatment Plan.

Fields added to Developmental tab of Social History on MH assessments.

Addition of Presenting Problems field to second tab of MH Treatment Plan.

Ability to rename "goal" on treatment plan through custom labels form.

New field on Staff Info to indicate if someone is not licensed.

BT: New field in CMS 1500 options section of insurance setup form for "Show Supervisor Info for Unlicensed Staff". Select this option to show the supervisor name in box 31 in addition to the clinician, if a supervisor is entered and the clinician is unlicensed (new "N/L" checkbox checked next to the License Number field on their Staff Info record).

New setting on Formats tab of Options form for "Free Form Progress Note Prompting Text". Enter a caption to display above the large text area on Free Form Progress Notes or lave blank for no prompt.

Addition of HbA1c to vital tracking form.

Addition of "Discussed Weight Management" field to vital tracking form.

Addition of "Offered Cessation Advice" to smoking section on demographic form.

New option to require "Marital Status" and "Family Composition" on the "Parent/Guardian" tab of the "Demographics" Form when the client is a child.

Treatment Phase menu will now include patient group description for each phase.

Ability to capture three additional signatures on eForms. This can be done by right-clicking an entry in the completed eForms list and choosing the option for "Collect Additional Signature".

Ability to change terminology "Comprehensive" for treatment plans (e.g. relabel to "Initial") using custom labels feature.

New setting in Personal tab of Staff Info form for "Message Board Default Font Size". This will allow you to adjust the default font size when composing new messages.

Redesign of maintenance menu to show all items in a searchable list rather than popup menu.

BillingTracker: Option for "Send Attending Info" on transmission type setup form will place provider information in Attending Physician loop 2420C as opposed to the Rendering Provider loop 2310A.

Ability to rename "objectives" on treatment plan through custom labels form.

New setting on Formats tab of Options form for "Default Progress Note to Tx Planning Tab". Checking this option will cause the Tx Planning tab to be selected by default when creating or viewing progress notes.

New setting on Preferences tab of Options form for "Require Race".

New setting on Preferences tab of Options form for "Require Insurance Policy Number". This setting will be enforced upon save for any non-self-pay insurers.

New field on DSM tab of MH Treatment Plan to track the GAF score from the prior Tx Plan. This value will be populated automatically when using the "Load Latest Data" feature.

Ability to record copays as a fixed amount (original functionality) or as a percentage of the service price. This is entered on the insurance tab of the demographic form and will be enforced upon transition to BillingTracker.

Major efficiency improvements to electronic claim creation.

New settings on the Preferences tab of the Options form: Do Not Show Impairment Tab and Do Not Show Acuity Tab. These options suppress the visibility of the tabs in paperwork items including the Consultation Summary and the MH Treatment Plan.

Adjustments to advanced search form for quicker selection of patient using the enter key.

BillingTracker: Addition of new option on Transmission Type Setup form to "Send Attending Info" for institutional claims.

Addition of client ID to "Not Recently Seen" reports.

Better handling of inactive clinician/supervisor in group appointment form.

New optional required field on the demographics record. By checking "Require Contact Notes" option in patient info region of the preferences tab of the options form will make the Contact Notes text section required for saving or changing a patient's demographic record.

Ability to sort discharge report by client name or discharge date (previously just discharge date).

BillingTracker: Miscellaneous improvements.