Release Notes

Update to Patient Listing report.

Fix to creating new intake records (issue introduced in updated #468)

For customers running MH/CD clinics concurrently, the Patient Listing report will prompt for selecting which of these groups you would like included in the report after clicking OK on the initial filter screen.

Updates to smoking status options.

Additional field on demographic form for recording if a patient has an advanced directive.

New Scheduler Format: Staff can set standard workday values through Scheduler Settings module within their Staff Info record. This will color-code the calendar cells when working with a staff schedule.

New Scheduler Format: Administrative users can set standard agency-wide workday values through Options Form -> Admin Tab -> Set Work Hours within the Scheduling section. This will color-code the calendar cells when working with a patient or room schedule.

New Scheduler Format: Find available appointment feature includes ability to limit results to certain days of the week.

Addition of Program name and billable time in progress note output.

Taxonomy code will be displayed above NPI# on CMS-1500 claim form, if available.

BillingTracker: Additional setting in File -> Setup -> Options form for CMS-1500 Signature Name Format. The two options are Name + Credentials (Default) or Name + License #.

New Scheduler Format: Popup notification will be displayed when your patient has checked in for an appointment.

ePrescribing updates.

Updates to ePrescribing integration

Updates to external calls to scheduler

New scheduler: Increase to number of simultaneous resources that can be displayed.

New Scheduler: Addition of printer settings dialogue which will display before printing/previewing.

New Scheduler: Can set scheduling unavailability for a day of the week (as opposed to a particular date). This can be useful for blocking out recurring time-slots for such events as lunch.

BillingTracker: Reduced fee schedule will allow you to set a minimum charge. If the fee * service units calculated upon transition is less than this minimum value, the charge will be set to the minimum value, and the units will be set to 1.

Group Appointment Form: Can leave patient-specific notes by right-clicking on a patient name. A patient name displayed in blue indicates a note exists (which can be viewed by placing your mouse over the patient name).

Addition of Staff Reports -> Staff Assignments reports based off new Staff Assignment feature on Intake tab of Demographic form.

BillingTracker (MIP Integration): Export batch # will be displayed in a new column on patient/insurer payment history forms and on mouseover of Accounting Export Values section of Edit Claim form for cross-reference.

Updates to new scheduler.

Update of Mail-Merge feature to allow output of information for client, responsible party, or both.

BillingTracker: Custom Write-off code feature (see update #461) now available to non-MIP integrated users.

Addition of Physical Health Inventory form to MH/CD Paperwork menus.

Added "Additional Comments" section to Treatment Recommendations form.

Addition of setting in Options form to require all fields in CD Asessment, or just Patient, Clinician, Date, and Evaluation type.

Addition of location to Group Appointment form.

BillingTracker: Ability to set NPI Number based on Program (See File -> Setup -> Program-Based NPI). Corresponding addition to Insurer Setup for to prioritize Program-Based NPI in NM109 Records.

BillingTracker (MIP-Integration): Addition of Custom Writeoff Codes (configurable through File -> Setup -> Accounting -> Custom Writeoff Setup), which will allow you to configure additional writeoff types that display in the Next Payor dropdowns on the payment forms. Each writeoff type can be associated with a different revenue account code.

Implementation of archival feature for new scheduler (File -> View Scheduler Archive)

Addition of "Transfer Record to Different Patient" feature to Rating Scale form.

Beta release of Physical Health Inventory, located under the Demo Forms menu in the About form.

Initial release of advanced Staff Assignment tracking (Intake tab of demographic record, under follow-up clinician). Addition of new maintenance menu item for "Staff Assignment Type" that will be referenced from this new form. Related reporting to follow in a pending update.

BillingTracker: Ability to select printer from available devices when printing from Crystal Reports.

New scheduler: Unavailability information will be considered during conflict checking.

Add PDF Quick Export button to all reports.

Update to scheduling of CD Annual Evaluations for compliance tracking.

Wyoming MIS: State Client ID will load from MIS to demographic form.

Corrections to group appointment form.

Significant efficiency improvements for new scheduler. Also includes ability to drag events between resources in room-view.

Addition of patient notes feature in BillingTracker (to match functionality in ClinicTracker). Right-clicking on a name in the patient find form will allow you to store notes, and accessing a patient with notes stored will automatically display these notes.

Scheduler permission form will display both permissions granted BY the current user and permissions granted TO the current user.

Beta release of Referral Report form available through Paperwork -> Utilities -> Referral Report.

Ability to select printer from available devices when printing from Crystal Reports.

Addition of "Assignment of Primary Clinician" section to Treatment Recommendations form.

Split setting for requiring referral source and referral reason into two separate options.

Addition of setting for due date of Physical Health Inventory compliance item. New form is pending.

Addition of Physical Health Inventory for MH Compliance (only automatically scheduled if rule is set in Options form).

Update to WY MIS data loading.

Update to permissions of private events on new scheduler.

Addition of CRAFFT under Paperwork -> CD Screening Tools menu.

eForms: Ability to collect secondary signature on MH Treatment Plans and CD Treatment plans.

eForms: Ability to collect patient and secondary signature on CD Discharge Plan.

Beta release of Treatment Recommendations form. Setup available through About Form -> Admin Config -> Configure Treatment Recommendations Form. Form available through Paperwork -> Utilities -> Treatment Recommendations.

Ability to configure number of days after discharge that a discharge summary is due (individual settings for MH and CD clinics).

BT: Ability to configure progress note transition rule on a per-patient group basis (See File -> Setup -> Options).

Beta release of Client Rights & Responsibilities form. Setup available trough About Form -> Admin Config -> Configure Client Rights Form. Form available through Paperwork -> Utilities -> Client Rights & Responsibilities. Includes compliance tracking (both MH and CD).

Ability to configure default due date for new Client Rights & Responsibilities form (Options form, Compliance tab). If a value is entered, this document will be automatically scheduled upon admission.

Addition of button on CD Treatment Plan to load DSM information from latest CD Assessment.

Addition of button on CD Treatment Plan to load problem domain information from latest CD Assessment.

MH Comprehensive Treatment Plan will load Strengths/Weaknesses from Consultation Summary when using the "Load Latest Data" button.

Addition of CAGE-AID under Paperwork -> CD Screening Tools menu.

New option in Preferences tab of Options form for "Locking Restricts Meds". If this option is enabled, once a progress note is signed and locked, no new medications will be allowed to be attached to the appointment record. The default value for this option will be to not enforce this restriction.

BT: Disabled locations will no longer be shown as an option for new claims in the Edit Claim form.

BT: Additional options on Transmission Type setup form.

Ability to grant users full, read-only, or no access to the scheduler via Staff Info, Responsibilities tab. Note, this will only apply to the new scheduler format.

Moved CD DSM Criteria Worksheet to CD Screening Tools in the Paperwork menu.

My Missing Progress Notes report in Personal Reports menu now has option for "All Encounters" or "Kept Encounters".