Release Notes

BillingTracker update.

BillingTracker: New form for "Additional Claim Info", accessible via a button at the bottom of the Claim Detail form. This will allow you to add in details for Claim Supplemental Information (PWK).

Ability to filter Document Library by a search term.

Update to Courtesy Claim feature to allow combining of multiple claims on one form.

ePrescribing Updates.

Update to statistics export. Allows for additional age brackets and collection of grade data.

Adjustments to Admin Reports -> Compliance Reports -> Information Distribution Consent Tracking to allow filtering on active/discharged status.

Ability to set program-based NPI for CMS-1500 claims.

Renamed "Sample Documents" to "Document Library". Added ability to filter documents by file type.

BillingTracker: Service name will display in Transition Appointments grid (in addition to CPT code).

Additional link to Sample Documents Repository from Actions menu of main screen.

Update to Sample Documents Repository: To view a Sample Document, double-click an item in the list. This can be useful if the file is a reference document that you simply want to view. However, if the file is a documentation template that you would like to complete for a particular patient, select the patient using the controls at the bottom of the form, and click the "Link to Patient" button. This will make a copy of the file and place it in the patient's Related Documents repository. It will then open the newly-created file so that you can view or edit it. An additional button on the Sample Documents form will bring you to the Related Documents Repository for the selected patient, where you will be able to see the new document you created.

Display a warning if saving a patient contact that is more than one day out in the future (to prevent data-entry errors).

New option on report Staff Reports -> Staff Assignments. A checkbox for "No Appointments in Range", will allow you to filter the report to display assignments where there are no appointments (kept or any status, depending on the "Only Kept Appointments" option) within the selected date range. This option is available for the 'Staff' and 'Patient' versions of the report, but not 'Staff (Full)'.

BillingTracker: Redesign of Insurer Setup form.

BillingTracker: Addition of Default Bill Type Frequency to Insurer Setup form, on Claim Details tab.

BillingTracker: Addition of "Primary Place of Service" field to Credit Balance Report and Payment Master Report. This will display the primary place of service, as recorded on the patient's demographic record, since these payment entries are not directly associated with a particular claim's billing location.

Addition of fields to Patient Reports -> Demographic Information.

BillingTracker: Addition of "clinician" option to File -> Setup -> Modifier Rules. Also added "All" option for service, clinician, and insurer.

Addition of Primary Language field to Outside Providers/Contacts tab of demographic record.

Added admission date to clinician caseload report (Staff Reports -> Clinician Reports -> Report Type: Cases).

Expanded section for custodial guardianship and additional family information on Parent/Guardian tab of demographic form.

Show age after DOB on top section of Patient Dashboard.

Non-ePrescribing agencies: Patient DOB will be shown in title bar of original medication form.

eForms-Licensed Agencies: In addition to the patient signature, an additional signature can be associated with Appointments using the signature tablet.

New setting in Options form for "Treatment Plan: Only Show Current Phase Goals in Progress Notes". When on the Tx Planning tab of a Progress Note, clicking the Pick From Tx Plan button will normally find the goals and objectives from the most recent treatment plan, regardless of it was from a previous phase of treatment. Enable this setting to only search within the current treatment phase.

New report: Admin Reports -> Clinic Productivity -> Program Discharge Report. This will report discharge data based on Program Assignments from the demographic record.

eForms-Licensed Agencies: Addition of patient/other signature capture to MH and CD Discharge Summary templates.

Addition of policy number next to payor name in scheduler event preview window.

Updated signature notifications for Treatment Recommendations form.

Update to ePrescribing access.

Vital Signs Form: Addition of notes field.

Vital Signs Form: Option to enter/display height information in either feet/inches or inches only format.

Schedule Event Detail Form: Previously, clicking the icon to add a group to an appointment would simply add the patients within that group. A new feature will allow you to actually store the link to that group with the event. The same features that lets you create a linked patient contact, view a linked patient contact, and associate an event with an existing patient contact will now all work with the Group Appointment form.

Mail Merge Form: New filtering criteria added to select patients based on attendance of a group appointment with in a specified range. Also a new filter to exclude patients based on the packet sent date found on the intake screen.

Added options for how to round partial units for services configured to be billed based on a time interval. When configuring service rules at Maintenance -> Service Input, a new dropdown menu will let you choose from a list of options to round up, down, or nearest and quarter, half, or whole unit. All existing services have been configured with the previous behavior of "Round to the [N]earest [Q]uarter unit" which is displayed as "NQ" in the list of options.

New Report: Staff Reports -> General Staff Information -> Staff Permissions.

Miscellaneous changes.

A bug was identified whereby using the "Create Patient Contact" link from a scheduled event was not creating the link to the Patient Contact record (so no icon was being shown). This has been corrected. For any events created that experienced this issue, right-click the scheduled event and use the "Associate With Patient Contact" option to restore the link.

New Report: Patient Reports -> Appointment History -> Filter for Start Time.

New Report: Staff Reports -> Clinician Case Acuity.

BillingTracker: Addition of Location filter to all applicable billing reports.

ClinicTracker: New security feature added for administrative users. Under the "Database Maintenance" menu item of the "About" form there is now an option to "Force Password Change for All Users". This will mark all active users in your clinic to be prompted to change their password the next time they log in to the system.