Release Notes

New option on Formats tab for defaulting discharge summary to display mini note format.

Updated position of remit-to address on patient/insurer statements to fit in double-window #10 envelope.

New feature in scheduler for "Favorite View". If you have a typical set of resources that you frequently want to display, configure the scheduler how you would like to see it on screen. Then go to the Calendar menu on the top of the form and choose "Save Favorite View". The next time you want to return to this view, go to Calendar -> Load Favorite View, or press the F11 key on your keyboard.

BillingTracker: Addition of "number of payment applications" to Payment Application by Clinician Report.

Addition of Treatment History List filter on bottom of Patient Contacts form. Use this to limit the grid to only displaying a certain type of event. By unchecking an event type (e.g. Collaterals) and clicking the refresh button, you can have the Treatment History list only display Appointments.

Release of new form: AIMS (Abnormal Involuntary Movement Scale) within Paperwork menu.

Ability to horizontally resize Related Documents form.

Added an option to toggle the visibility of the psychotherapy notes tab for all progress notes (See Options form, Formats tab).

Added an option to toggle the visibility of the diagnostic evaluation template in the paperwork menu (See Options form, General tab).

Addition of Medicaid Carrier Code (MCC) to insurer plan setup. Used when submitting electronically to Medicaid as a secondary payor, and passing primary payor information.

BillingTracker now has 3 new options for patient statement generation. The ability to toggle the visibility of Staff name, Rate Information, and Hour Information can now be found in File -> Setup -> Configure Statements screen.

If a patient signature has been collected for a Patient Contact record, it will be displayed in the exported/printed output.

Updates to Missing/Unsigned Progress Notes by Staff report to display total number of events in addition to just those with missing or unsigned notes.

BillingTracker: New option on insurer plan level for "Send Primary Info" to send primary insurer name and payment amount when current insurer is secondary.

BillingTracker: Notes field will be displayed on insurer plan setup form.

When mousing over a dropdown list of insurers, the plan notes and address will be displayed in the mouse-over text.

An appointment with the "Don't Bill" checkbox selected will display as a red line in the Treatment History list.

Addition of Appointment Location to Payment Application by Clinician report.

Addition of new Eating/Sleeping tab to Social History on Mental Health summaries.

Addition of "Client Has Been Assessed and Determined Not to Pose a Safety Risk to Clinic Staff" to Soc tab on Mental Health summaries.

Addition of "Unknown" to address field in demographic record.

BillingTracker: Addition of UB-04 Box 14 and Box 15 configuration items to Insurance Setup.

Note: Upon first logging in, you may get two messagboxes indicating a DLL Registration succeeded. This behavior is to be expected and does not indicate any sort of problem.

Note: You may need local administrative rights when logging in using this version for the first time (see below).

Updating to scanning routines. Single-page scans will be stored in jpeg format, multi-page scans will be stored in TIF format.

TIF compression format has been adjusted for maximum compatibility. Note: this requires copying two files to the system directory which may require administrative rights on the computer.

Updates to Vital Sign tracking to include Blood Pressure (Sitting, Standing, Lying) as well as fields for Triglycerides, LDL, HDL, Total Cholesterol, and Fasting Glucose. Vitals can be entered at anytime through Patient Contacts -> Actions -> Vital Sign Tracking or Patient Dashboard -> Vitals Tab -> View Details, and no longer need to be directly associated with a specific appointment record.

Client ID and Family ID displayed in Patient Dashboard.

BillingTracker: Responsible party is no longer a required field (since it's not required within ClinicTracker).

Update to Staff Assignment report.

Update to Intake Waiting List report.

BillingTracker: Addition of Worker's Compensation Indicator (CMS1500 box 10a) to Insurer Plan Setup.

Ability to Set Admission Note as not being included in automated compliance rules on "Compliance (MH)" tab of Options form.

Addition of new report: Admin Reports -> Clinic Productivity -> At Risk Report.

Addition of optional Safety Planning tab to Mental Health Treatment Plan form. Setting to enable this tab is available on Options form, General tab.

New maintenance menu item for "Safety and Planning Input" related to above change.

New button on Patient Contacts to "Add Similar Diagnosis". Functions much like the "Add Similar" button, but only for Axis 1, Axis 2, and GAF fields.

Maintenance Release.

Update to Admin Reports -> Compliance Information -> Mismatched Insurance Authorizations to have new options for "Include Only Kept Appointments", ability to export results, and for efficiency improvements.

Added discharge reason dropdown to Program Assignment module.

Added checkbox for "Homeless" on Demographics tab of Demographic record.

Scheduler Event Detail Form: Increased width of Appointment Information frame, added CPT to entries in Service list, and included mouse-over text for each dropdowm menu.

Update of all five WYPOMS surveys (Wyoming-State forms) to version FY2011 v1.5.

Additional phone numbers will be displayed on staff and client listing reports from schedule.

New setting in Options form, Preferences tab, Patient Contact section for: Default "Don't Bill" from Group Appointments. If enabled, this will set the "Don't Bill" flag to true by default when creating individual appointment records from the Group Appointment form.

Scheduler Staff Appointment Listing Report: Previously this would only show your personal schedule for non-clerical staff. It will now include any staff for whom you have been granted at least view permission on their schedule.

Update to intake form to include field for "Is Disabled".

Update to intake form to include field for "Free/Reduced Lunches" on Financial tab (for Child clients).

Addition of field for "County of Financial Responsibility" to Demographic form.

Settings added to Options form, Preferences tab for enforcing that referral source, referral reason, and county be selected from pre-populated list options and not hand-entered.

BillingTracker: New setting in Insurer Plan Setup, UB-04 Options section for always sending the service units (box 46) as zero.

BillingTracker: Update to box 24c for CMS-1500 form. Removal of "Type Of Service" field which is no longer in use.

These release notes will be displayed automatically when running a new version for the first time. To disable this feature, uncheck the option on the Personal tab of your Staff Info record for "Automatically Show Release Notes".

Addition of "Family Composition" dropdown list to Parent/Guardian tab of Demographic form. Creation of associated "Family Composition Input" maintenance menu item.

New permission can be set to disallow access to updating Insurance Authorization Information (See Staff Info, User Responsibilities tab, Program Access section).

Scheduler: New right-click option from scheduled event for "Collect Copay".

After collecting copay, you will be asked if you would like to generate a receipt.

New permission can be set to allow access to copay collection buttons available on Demographic Form, Patient Dashboard, and Scheduler (See Staff Info, User Responsibilities tab, Program Access section). This permission has been granted by default only to users with access to BillingTracker.

When setting scheduler privileges in bulk (via Actions menu of Scheduler Settings form), a new form will be displayed which allows you to limit the granting of permission to only staff in a particular location.

Scheduler: Copay will be displayed in event mouseover (if one can be calculated based on patient, service, and payor).

Updates to Staff Assignment reports.

Demographic form: Relabeled existing "Ethnicity" dropdown to "Race". Added new "Ethnicity" list to indicate Hispanic/Not Hispanic to conform with updated accepted terminology.

Patient Contacts, Appointments Tab: Service dropdown will also display CPT code (to enable easier searching using F2-search feature). In addition, CPT will be displayed on the Service Listing accessible via the maintenance report menu.

New option on Preferences tab of Options form for "Don't Require Program for Group Appointments". This can be useful if you ever have group appointments that span multiple Programs, and only want to enter Program information on an individual-appointment basis.

Addition of Physical Health Inventory to custom labels module.

Service Input form: Ability to set a minimum and maximum allowed billable time for a service. This will be enforced at the point of saving a kept appointment.

New 'Group Setup' button available from Group Appointment form.

BillingTracker: Payment Application by Patient and Payment Application by Clinician reports will allow for having the date range filter for "payment date" or "claim date" (option displayed after running report).

Addition of "Collect Copay" option to right-click menu on linked patients in Schedule Event Detail form.

"Display Patient Balance" right-click menu on linked patients in Schedule Event Detail form will also display patient credit balance information.

ClinicTracker Mobile: Allow for locking of progress notes, even if supervisor signature is displayed. This will occur if choosing the option to sign via mobile device, no supervisor is entered, and clinician's permissions do not require a supervisory counter-signature.

BillingTracker: Addition of Payment Reports -> Adjustment Detail report, visible if Custom Write-Offs have been configured.

Ability to set requirement property for additional fields on Demographics form (See Options Form, Preferences Tab).

Moved insurance notes on demographics form to separate tabs for more space. Asterisks around the tab caption will indicate the existence of notes.

Treatment Plans: Additional Signature area on Closing tab will allow you to request a signature from another staff member. You can do so by clicking the "Request" button and selecting the staff name. A message will be composed to that staff member, and your request will be saved with the record. When that staff member accesses the document, they click the "Sign" button next to their name to sign off on the record.

New reports associated with above change located at Admin Reports -> Compliance Information -> Treatment Plan Signature Requests and Personal Reports -> My Treatment Plan Signature Requests.

Ability to filter the Related Documents list based on the Type of Document field.

Schedule event detail form. New right-click option on a linked patient name for "Display Contact Information" which will show phone and email information for the selected client.

Schedule event detail form will open with normal focus (not blocking access to moving around the rest of the system as it did previously), however all scheduler access will be disabled until the event detail form is closed.

BillingTracker: Ability to write off partial balances from the Balance Assignment form. See the "W/O" button in each payor section.

BillingTracker: Access to Balance Assignment form (as well as new partial write-off feature) directly from Patient and Insurer payment forms. See the "BA" button on the right side of each row in the claim grid.

eForms Users: Additional reports included at Admin Reports -> Compliance Information -> Appointment Patient Signatures. Previously there were options to display kept appointments that were missing a patient signature. New options were added to display non-kept appointments that have a patient signature.

BillingTracker Users: Addition of copay collection feature to Demographic form (Financial tab) and Client Dashboard (Insurance tab). New buttons will be visible to users with access to BillingTracker.

New setting in Staff Info, Personal tab for "Disable Scheduler Conflict Checking". If you would like to increase the performance of the scheduler when creating or editing events, you may wish to turn off conflict checking by default. Regardless of the setting you choose here, you can toggle this option via the Calendar -> Enable Conflict Checking option in the Scheduler's Calendar menu.

Addition of "Reason For Visit" Field to DAP Progress Note

New option on Formats tab, Progress Notes section of Options form for "Default to Show Mental Status Report". Selecting this option will show the MS1 and MS2 tabs on the SOAP, SNAP, and DAP Progress Notes by default.

When selecting "None Needed" for a signature and clicking the Sign button, an image will be displayed to indicate that the selected signature will not be required in order to lock the record. This will help clarify when the None Required option has been selected and prevent needing to click OK to a message box after clicking the sign button.

Update of Insurance tab layout within Demographics form to allow more vertical space for insurance notes.

Placing your mouse over the Insurance "Company" label will display a popup label with the insurer's address information.

BillingTracker: Patient Billing Notes in Manage Accounts moved from File Menu to a separate tab.

Ability to configure default text to show in the "Insurance Notes" fields within the Insurance tabs of the Demographics record. Administrative users can configure this at Help -> About ClinicTracker, Admin Config -> Configure Insurance Notes Default Text.

Wyoming Clients: Updates to Admin Reports -> Compliance Information -> WYPOMS Report to include those clients without any completed WYPOMS.

Update to viewing/editing of patient notes within BillingTracker.

Update to Staff Reports -> Staff Assignments to include the option of all appointments or only kept appointments.

Update to preview function in Manage Messages form to prevent issues on certain terminal server connections. Preview window can be updated by pressing Refresh button, rather than instantly updating as you type.

BillingTracker: Last column will now be included when right-clicking on a list and selecting "Export List Contents."