Release Notes

Scanning features updated to store scans as TIF files to support multi-page scanning. Also includes option to scan as color or black & white.

Scanning utility updated so that if only a single TWAIN driver is available, it will be selected by default. Otherwise, TWAIN selection dialogue will be displayed immediately (rather than waiting two seconds).

BillingTracker: Internal notes section of Claim Detail form can be expanded (by clicking the + icon) to allow for the ability to store an unlimited amount of detail regarding a claim.

Creation of "Program Assignments" for tracking admissions and discharges to a specific program within a single treatment phase. See new button on Intake tab of Demographic record beneath the "Additional Patient Groups" section.

Ability to customize label of "Notes" field within Demographic form using the "Configure Custom Labels" form.

Ability to configure default notes for the Release of Information form (available for eForms users only). If this text has been setup, a new button will be displayed to the right of the notes section that will allow the text to be inserted. Notes can be configured via Maintenance -> ROI: Default Notes.

BillingTracker: Addition of option to Insurer Plan Setup for "Don't Send 2030D Loop" (defaulted to false for existing records).

New tab added to Patient Dashboard to display height and weight information.

Wyoming Clients: Addition of Admin Reports -> Compliance Information -> WYPOMS Report.

BillingTracker: Addition of Claims -> Claim Detail by Clinician report.

Users will be able to update their scheduling availability information, even if they just have read-only access to their own schedule.

If enforcing security based on place of service, only rooms within those buildings which you can access will be displayed as room resources within the scheduler.

Patient Reports -> Encounters by Service. If running an "appointment" report, you can now select a second-level grouping of either patient or clinician (previously just patient).

Admin Reports -> Compliance Information -> Insurance Requalifications, added first-level grouping by Follow-up Clinician.

BillingTracker: Update to Claim Detail by Primary Insurer report to include clinician and program as well as time summary fields.

Update to new copay calculation routine on scheduler event detail form.

Claim filter included in Insurance Authorization report.

BillingTracker: Inclusion of Help -> ANSI 837 Reference utility.

Schedule report updates.

Addition of test claim indicator to transmission type setup.

Renamed "Transmission Type Setup" to "Electronic Claim Transmission Setup".

New option to "Prompt for password change on next login" when setting up accounts through Staff Info (See Additional Options tab, Password section).

Update for routine to "Change Billable Status" of locked appointments.

Additional items added to Closing tab of MH Discharge Summary for "Client participated in development of discharge plan", "Client was notified of discharge", and "Client was provided with referral sources and/or instructions on resuming treatment".

Update of MH Treatment Plan form to include section on Strengths/Weaknesses tab for "Client's needs, expectations, and responsibilities".

Update of MH Treatment Plan form to include section on Closing tab for "Treatment Plan Distribution" with options for "Client Accepted Copy of Treatment Plan", "Client Declined Copy of Treatment Plan", or "Client Not Offered Copy of Treatment Plan".

Addition of Fax number to Info Releases tab of demographic record.

Place of service on Appointment form will default to Primary POS set in client's demographic record.

Ability to maintain a clinical knowledge-base Maintenance. Information can be input at Maintenance -> Clinical Knowledgebase Setup, and Viewed from ClinicTracker main screen, Actions -> Clinical Knowledgebase.

Permission setting added to Staff Info User Responsibilities section for Patient Summary access.

On scheduler event detail form, copay will be displayed when selecting a patient, service, and payor.

Additional checking added for duplicate patient entry. If an client exists with a matching DOB and a partial name match, you will be notified that you may be entering a duplicate patient. This is in addition to existing checks for full name match, SSN match, and Client ID match.

Addition of button within Medical History section of several MH evaluation documents (e.g. Admission Note) to link to the Patient Summary module (if Patient Summary is enabled).

Links to vital reports on vital tracking form.

BillingTracker: Addition of Patient Billing Notes accessible via Manage Accounts, File -> Patient Billing Notes. This can be used for tracking communication with insurers around a patient's account.

Ability to recapture a patient signature collected using a signature tablet on the Client Rights & Responsibilities form. Like all other re-capture signature operations, this is only available to administrative users by right-clicking on the View Signature button. In addition, this option is only available until the record has been locked.

In the Patient Contacts Primary Payor dropdown, an option for "* SELF *" will be automatically added if a self-insurance is not explicitly recorded for the patient in their insurance record.

Update to Staff Reports -> Staff Assignments Report: Whichever field you don't group by will only display active records. For example, grouping by Staff and selecting a Group By Status of "Active", will display active staff (as requested) but only active patients as well. Previously this would display active staff and all patients, meaning there was no way to get a listing of only active patients for active staff.

Update to display of ClinicTracker Insurance Setup form.

Update to Staff Reports -> Clinician Historical Appointments.

Ability to sort Patient Reports -> Patient Listing by Age.

Updates to SED/SPMI form logic when client age is at specific cut-offs.

Patient Dashboard: Addition of "Refresh All" button located near top right corner that will refresh all information (including recent changes to name, DOB, patient group, etc.).

New option in Service Input maintenance menu for "Don't Require Progress Note." Any appointment recorded for this service will not be included in the Missing/Unsigned Progress Note reports.

Release of Information form: Addition of right-click option for select/de-select all on "Authorized Information" and "Purpose of Authorization" list boxes.

Ability to attach a photo on the patient dashboard.

If you need to associate a scheduled event with a Patient Contact Appointment you have already created (but not directly using the Create Patient Contact option for a scheduled event), right-click on the event and choose "Associate With Patient Contact". A fly-out menu will display all appointments recorded for the selected patient within one day of the scheduled event. You can then select the appointment you would like to associate, and the association will be created (and the icon will display). If you ever need to remove the association between a scheduled event and a Patient Contact Appointment, right-click on the event and choose Remove Patient Contact Association (the icon will be removed).

Addition of CPT and Revenue Code to list display in Service maintenance form.

New button added to the main screen and navigation system for Patient Dashboard.

New permission in Staff Info, User Responsibilities tab for allowing access to the Patient Dashboard.

Improvements to scheduler concurrency handling.

Scheduler columns will be ordered alphabetically.

Update to work-day shading for staff schedules.

ClinicTracker Mobile: Option to set default diagnosis.

Ability to resize Patient Find Form.

When readmitting a patient, the Client ID and Family ID will be automatically populated into the new treatment phase.

ClinicTracker Mobile will now show four upcoming scheduled events along with patient history.

Change to new-version checking in ClinicTracker. Update will now be required if you are more than 5 updates behind to prevent use of out-dated versions.

Scheduler efficiency improvements.

Physical Health Inventory will allow loading of medication and allergy information from client record.

Recent Medication List, Completed Paperwork List, and other forms are now re-sizable.

BETA release of Patient Dashboard, accessible via Actions -> Patient Dashboard (or pressing F12) on the main screen. The Patient Dashboard combines information from across a client's record into one screen and allows for easy navigation within the record. Please post any feedback on this feature to the support system.

If you are a clinician signing a progress note and you do not require a supervisory counter-signature (although the supervisor signature option is displayed), as soon as you sign, you will be asked if a supervisor signature is required for this note. If you choose no, the supervisor signature will be signed as "None Needed", thereby eliminating the requirement to manually select "None Needed" and click the Sign button.

Addition of DOB to authorization reports.

ClinicTracker Mobile: If only one Program is available, it will be selected by default.

Report update: Staff Reports -> Direct/Indirect Time by Family.

Report update: Maintenance Reports -> Insurance Listing to include phone and address information.

Report addition: Personal Reports -> My Staff Assignments (based on enhanced staff assignment data recorded through demographic record).

Report update: Staff Reports -> Staff Assignments.

See release notes for concurrently-released update #493.

Option to "Add me as linked staff" added to context menu when right-clicking on a schedule event.

When adding an event by typing on a patient schedule, you will be asked if you would like to be added as a linked staff member.

Warning prompt when saving schedule events without any linked staff from event detail form.

Dropdown-box search form (accessing via F2 key) upgraded to use instant search-as-you-type.

New option for "Notify Linked Staff On Schedule Event Creation", which can be set on Admin tab of Options form. If this option is enabled, anytime an event is created, all other linked staff (not including the user making the modification) will receive a notification through the message board.

New option for "Notify Linked Staff On Schedule Event Edit", which can be set on Admin tab of Options form. If this option is enabled, anytime an event is modified, all other linked staff (not including the user making the modification) will receive a notification through the message board.

New option for "Number of Days to Scan Ahead for Treatment Plans", which can be set on Admin tab of Options form. When displaying schedule data, any patient with a treatment plan due within this number of days will have an additional icon (informational "i") displayed on the event cell.

BillingTracker: Reduced Fee Schedule form will display Credential attribute in the list for clarity.

Authorization Form: Select Authorization Arrow will always pull the item currently highlighted in the authorization history list, regardless of if a current authorization record is loaded.

Can set "event type" and "show time as" using a right-click menu on schedule events (instead of having to go through the details form).

Scheduler efficiency improvements.

F2 search function for dropdown lists (originally made available in update #484 for the Patient Contacts form), is now available on all dropdown lists throughout ClinicTracker.

New button added to scheduler detail form (green plus icon to the right of the linked staff list) to quickly add yourself as a linked staff member.

Scheduler efficiency updates.

Ability to adjust scan quality (Options form, General tab).

Scheduler updates.

Scheduler updates including handling of active/inactive staff and potential overflow errors.

Ability to view multiple resource types simultaneously on the scheduler. Previously you could only view 2 or more staff at a time, or 2 or more patients at a time. Now you are able to display staff, patients, and rooms all in the same view. Color coding of column headers has been updated from assigning a unique color to each resource, to using a unique color for each resource type.