Release Notes

Ability to filter Aging reports by Service Code. See "Service Filter" checkbox in bottom right corner of filter form when running any of the aging reports.

Initial release of "Behavioral Health Assessment", accessible via Paperwork menu.

Addition of Patient Reports -> Patient Listing with Income Filter.

Group Appointment form will order patient names alphabetically.

Addition of various insurance and transmission type settings for ANSI 5010 compliance.

Completion of PHI will be recorded in the compliance module if automatic compliance option is enabled.

Update to screen-saver and auto-logoff features to enable them to run more smoothly when both settings are enabled.

Updates to Staff Info report.

Addition of Building grouping to General Staff Info report.

New option to check for expiring insurance authorizations on any access of a patient. If the chosen patient has any authorizations that are expiring, you will be notified and asked if you want to view the authorization history. This setting can be enabled on the Admin tab of the Options form (See "Check for Expiring Insurance Authorizations"). Two additional settings determine what is considered to be nearing expiration. The first field allows you to enter the number of days to scan ahead (e.g. include any authorization that expires in 7 days or less). The second field allows you to enter the number of remaining units (e.g. include any authorization that has 2 or fewer hours remaining, or 2 or fewer sessions remaining).

Addition of temperature and respiratory rate to vital tracking.

New option to insert page break between appointment information and progress note content when exporting/printing Progress Notes. See Options Form -> Formats Tab -> Progress Notes Section, "Insert Page Break" setting.

Update to Staff Assignment reports to display patient group and assigned date range.

Scheduler will now allow you to select the service and program when multiple patients are linked to an appointment.

Addition of Patient Group to Claim Detail by Clinician/Insurance reports.

New options for Schedule Cell Display (see Options form, Admin tab, Scheduler section). This will determine what information is displayed in the event cell beneath the description. Default settings will be set to just show location, as it was prior to update #537.

BillingTracker: Ability to explicitly set GS02 - Application Sender Code, rather than default to same as Interchange Sender Code. See File -> Setup -> Electronic Claim Transmission Setup

ePrescribing Customers: Import From Medication History feature will only show active medications when importing into Progress Notes.

Schedule cell will show linked staff names (in addition to location which was previous displayed).

BillingTracker: New feature available from Manage Accounts: Reports -> Historical Statement. This will allow you to enter a date range and create a statement which includes all claims over that date range, including those that have a $0 patient balance. This is intended to be a report as opposed to a statement, and therefore will not update the transaction status of queued claims to pending.

Addition of "My Open Claims" report in Personal Reports menu (for customers linked to BillingTracker).

Addition of "My Collected Payments" report in Personal Reports menu (for customers linked to BillingTracker).

BillingTracker: Addition of File -> Setup -> Modifier Rules. This will allow you to have modifiers automatically associated with a claim during the transition process, based on the service and insurer. Bulk operations (all services/all insurers) are available at the end of each dropdown list.

Addition of BSA (Body Surface Area) to Vital Sign form. The calculation uses the Mosteller formula.

Addition of new feature to indicate which programs and locations should be disallowed for a given insurer when saving an appointment record. The new form is accessible by administrative users via Help -> About ClinicTracker, Admin Config -> Appointment Save Restrictions.

Addition of new option on the security tab of the Options form to allow the entry of a password expiration period that is enforced on user log in. Valid values are between 1 and 365 (days). Users will be warned when their password is due to expire within 5 days, and will be blocked from logging in until their password is updated if it has already expired.

eForms Users: When printing a Release of Information form, the expiration date will be included.

Discharge report updated to group by discharge reason and discharge clinician from the Discharge Summary.

BillingTracker: Addition of CPT to Service description on Patient Statements

BillingTracker: New field in Insurer setup for Default Diagnosis. This allows you to enter a default diagnosis code to pass in the event that a claim is submitted to this payor without one specifically entered. The diagnosis will not show up within the claim details, but will automatically be included when creating an electronic claim file.

BillingTracker: When creating a manual claim, after selecting a service from the dropdown list and moving to the next field, if a default price has been entered in the ClinicTracker Service Input form, it will be automatically populated with a quantity of 1.

BillingTracker: Patient statements will also show Other Payor Balance (if settings are configured to display payment information for all payors).

BillingTracker: Addition of button to the right of the Bill Type Frequency dropdown on the claim detail form that allows you to enter the Original Reference Number for Medicaid re-submissions. The button will have an underline to indicate the presence of an ICN, or will show without the underline if no value is entered.

Chemical Dependence agencies will now see a blue button next to the Diagnosis section on Patient Contacts that will allow you to load the latest appointment diagnosis information into the current record you are working with.

When viewing the Schedule Event Listing, right-clicking on the grid will display an option to export the contents of the grid to a tab-delimited file.

When viewing the Schedule Event Listing, right-clicking on the grid will display an option to check the selected event for conflicts.

BillingTracker: New option for displaying Responsible Party information at top of Patient Statements (See File -> Setup -> Configure Statements).

BillingTracker: New option for displaying Diagnosis information on Patient Statements (See File -> Setup -> Configure Statements).

BillingTracker: New option to suppress box 32a (Service Facility NPI) and 33a (Billing Provider NPI) on the CMS 1500 form (See File -> Setup -> Insurer Plans).

BillingTracker: New options to adjust the SV201 and SV202 fields (Institutional Service Line) for Institutional claims (See File -> Setup -> Electronic Claim Transmission Setup).

Appointment Reminder Card feature from schedule event detail form will allow for creating a printable card (existing functionality) or composing an email (new functionality).

Mail-Merge updated to support filtering of only clients with a kept appointment within a selected date range. Also added the ability to choose from the following output categories: Client Address, Client DOB, Responsible Party Address, Pediatrician/Primary Care Physician, Outside Mental Health Provider, and Pharmacy. Mail-merge feature is available to those with appropriate priveleges at Help -> About ClinicTracker, Import/Export -> Create Mail-Merge.

New setting added to Options form, Preferences tab, labeled "Default Duration of Consents". This option will allow you to configure the default duration for consents collected on the Info Releases tab of the Demographics form. When entering a Date Permission Granted, the Date Permission Expires will default to this many months beyond that date. The current default value of 12 months has been unchanged.

Placing your mouse over a patient's name in the Patient Contacts form (above the treatment history list) will display the main patient's main Patient Group.

When tabbing into the Authorization Code field within Patient Contacts, if an active authorization exists for the given Date, Service, Clinician, and Payor, you will be asked if you would like it to be added automatically.

BillingTracker: Payment forms have a new column "Clin" which displays clinician initials. Placing your mouse over that label will show the clinician's full name.

BillingTracker: Payment History forms have a new column to display the clinician name associated with a claim payment.

Scheduler shading will show correctly when office hours or staff work hours are set to be available during the weekend.

BillingTracker: Addition of two new fields in UB-04 Configuration. 1) Box 51, Suppress Output and 2) Box 69, Pass Encounter Diagnosis.

New preferences in Staff Info, Personal tab for if you would like to hear a beeping sound when you receive new messages or have a patient check-in for an appointment, in addition to the current popup notification.

BillingTracker: Manage Accounts, Payments tab will now display both the "Master Comments" as well as the "Application Comments". Previously it only displayed the Master (check-level) comments.

BillingTracker: Addition of "Program" column to Transition Appointment form.

BillingTracker: Addition of "Location" column to Manage Accounts, Claim tab.

Additional fields added to Intake Waiting List report.

A beep sound will be played whenever a patient check-in popup or new message popup is displayed.

BillingTracker: Addition of new report Payments -> Payment Master by Entering User

BillingTracker: Payments by Transaction report will include the clinician name.

Added Pulse fields to the vitals form and reports.

Added the ability to transition appointments into BillingTracker based on Place of Service.

Added "Initial Contact Name" field to Intake tab of Demographic form.

Update to staff assignment notifications when using new messaging system.

BillingTracker: When disbursing a payment, on mouseover of the claim number in the claim grid, the location and clinician will be displayed.

Block (rather than just warn) when saving a new client with a Client ID that is already in use.

Addition of two maintenance menus: Discharge Treatment Services and Discharge Educational Services, which will appear on closing tab of MH Discharge Summary.

Addition of new maintenance menu: Staff Unassigned Reason.

Updates to Staff Assignment form to display optional Program and Staff Unassigned Reason dropdowns.

Addition of checkbox for "Not Billable for Any Services" to Reduced Fee Section of Demographic form (Financial Tab). Any patient with this option enabled will not show up for billing in Transition Appointments or Batch-Create Claims within BillingTracker.

Addition of Patient Reports -> Non-Billable Patient Listing to display patients with the new non-billable setting enabled.

Update of Wyoming State forms to Fiscal Year 2012 specifications.

New option on Security tab of Options form for "Only Show Patients In Accessible Locations". If this option is selected, patients who have a primary place of service that you do not have permissions on will not be displayed in the list.

New Feature: Reassign Staff Assignments (available to administrative user's via About Form -> Database Maintenance -> Reassign Staff Assignments). If you are using the Staff Assignments feature and want to transfer one person's assignment to another, this form will allow you to do so. Select the original staff member in the first dropdown list, and a list will display all active assignments (those assignments without an unassigned date). Select the staff member you would like to transfer the assignments to, then click the Transfer button.

Fields added to demographic form: Two additional reasons for referral, Citizenship Status (and associated maintenance form), Country of Birth (and associated maintenance form), and additional Race field (for biracial clients).

Ability to customize the summary statement on the last tab of the mental health treatment plan. See Options Form, Compliance (MH) tab.

Addition of Head of Household Gender to Family Composition maintenance menu.

Addition of "Developmental" tab to social history section of mental health summaries.

Addition of service filter to Admin Reports -> Clinic Productivity -> Patients Not Recently Seen reports. This will show patients whose last appointment for a certain type of service occurred more than a given number of days ago.

BillingTracker: Aging reports will include ability to filter by location.

Admin Reports -> Clinic Productivity -> Clinician Productivity report: Split appointment time into individual and group categories.

Addition of age to Face Sheet report.

BillingTracker: Addition of "Local Use" field on claim detail form. This will appear in box 19 of the CMS-1500 form or box 80 of the UB-04 form.

Admin Reports -> Clinic Productivity -> Clinician Productivity report updated to split out appointment hours between individual and group.

Updates to Group Appointment Form. Demonstration of new features is available by clicking here.

Group Appointment Update #1: Clicking a green arrow to create an individual appointment will actually save the record, rather than just display the Patient Contacts form.

Group Appointment Update #2: A new arrow above the list of patients will allow you to create an individual appointment in bulk, for all patients with a valid appointment status who do not already have an individual appointment record created.

Group Appointment Update #3: Ability to collect staff signatures directly on this form. If signatures are present, they will be carried forward to any auto-generated progress notes. Be advised that if all required signatures are entered prior to creating the individual appointment, this will lock the individual appointment record as soon as it is saved.

Group Appointment Update #4: Ability to vertically resize the form to accommodate for large groups.

For customers moving from regular medication tracking to ePrescribing, historical medication and allergy information will be displayed within the Patient Summary Info tab of the Patient Dashboard for reference.

Ability to update data collection date on Vital Tracking form (rather than assuming the current date).

Ability to horizontally resize Patient Contacts form.

Ethnicity will be displayed on the Patient Demographics reports.

BillingTracker: Ability to configure fee schedule by credential. Updated display of Fee Schedule form.

Page breaks after top-level grouping added to Insurance Authorization report.

Intake report will now include Client ID and Follow-up Clinician.