Release Notes

New scheduler format updates.

Addition of Complete Release of Information Form with signature capture (agencies licensed for eForms module). Additional button for "Complete Consent Form" will be displayed in Authorization Information section (Demographic Form, Info Releases Tab), which will open up the new form. Note: This feature is in Beta testing mode. Your feedback is welcomed at this point.

New maintenance menu items for ROI: "Type of Information" and "ROI: Purpose of Authorization" related to above change.

Updates to new scheduler format including scheduler privacy mode.

Addition of new version of Admin Reports -> Clinic Productivity -> Patients Not Recently Seen to have two versions, one sorted by last appointment date, the other grouped by last appointment clinician.

Ability to collect patient signature on both Patient Contact and Group Appointment Records (available for customers licensed for eForms module).

Addition of Kept Appointments Without Patient Signature Report, accessible via Admin Reports -> Compliance Information, Patient Contacts -> Actions, and Personal Reports menu (available for customers licensed for eForms module).

Moved Intake Risk Screener from tab within Demographic record to separate form available via Actions -> Intake Risk Screener. Note, this option is only visible to clinics who have enabled the option for "Display Intake Risk Screener" within the Options form.

Update to WY MIS record validation.

Moved certain forms under new 'CD Screening Tools' and 'Utilities' headings in paperwork menu.

BT: Addition of CPT Code to several payment reports.

Enhancements to Release of Information disclosure tracking to include description of disclosed information, purpose of disclosure, and disclosing staff member. Update to report available from Info Releases tab of Intake/Patient Information form.

BT: When setting initial patient balance, all current insurer information will be transfered over along with the initial-balance claim.

Addition of privacy mode for scheduler which will hide descriptions from displaying on calendar.

Updates to Intakes by Referral Source/Reason reports.

Option to automatically spell-check all progress notes (including group notes and collateral notes) when saving. This is a clinic-wide setting that can be set in the Options form, on the Formats tab. The default value for these feature is to be turned off.

Ability to associate a "Cancellation Fee" with an appointment status. To do so, see Maintenance -> Appointment Status Input. Any appointments with a status containing a Cancellation Fee will be transitioned to BillingTracker, with that amount billed directly to the patient.

Height/weight/blood pressure information will be displayed on all progress note formats (if entered for appointment).

Ability to create a new user based on an existing user record (will copy all permissions and settings). This feature is available to users with full permission within Staff Info. See File -> Copy From Other User.

Addition of paperwork notification to all progress note templates (assuming the option to display a supervisor signature is turned on for the particular format). Notifications can also be sent directly from the patient contact, appointment record (see the envelope icon).

Addition of "Patients Without Active Treatment Plans" report. This will show active patients who do not have a scheduled comprehensive treatment plan or treatment plan update. This report is available via Admin Reports -> Compliance Information as well as the Personal Reports menu.

New option on Service setup form to flag a service to "Bill Patient Directly." This will take the full charge for the service (calculated by the standard fee schedule rules) and apply it to the patient, rather than splitting it with the insurer.

Corrections and efficiency enhancements for new scheduler format.

BT: Payment forms will no longer reset payment date to current date after each payment application (to speed data entry of several checks from the same, earlier date.

BT: Aging reports will display client's DOB.

Updates to new scheduler format. User's manual has been updated with a full description of the new system.

BT: Reduced fee schedule now allows for configuring schedule by staff credentials. ClinicTracker Demographic form, Financial tab updated to show all matching reduced fee schedule records.

BT: New insurer plan option to always display service quantity as 1 unit.

Insurance authorization tracking now allows you to record authorizations that are specific to a particular clinician. All existing records have been defaulted to being applicable to all clinicians.

Ability to resize Insurance Authorization form.

Update to pediatrician/primary care physician report.

Updates to Incident Report Form

Efficiency improvements for new scheduler

BT: Addition of REF*D9 record for electronic claims

BT: Addition of Pay ID to Payment Master Report

Update of new scheduler demo to include all reporting capabilities and conflict checking

BT: Addition of Accounting Copay report for customers integrated with Sage MIP

Update to Patient Group and Sub-Group report to display if the group is primary or additional. This field can be filtered on using the built-in Crystal Reports selection expert.

BT: Addition of Payment Receipt available from Patient and Insurer Payment History forms.

Update to Wyoming MIS validation routine.

Addition of payment comments to patient statements.

Additional testing release of new scheduler format (available via Help -> About ClinicTracker, Demo Forms -> New Scheduler Demo). We are still welcoming your feedback on the new format and appreciate the comments we have received so far.

We have made a quick-start guide for the new scheduler available here.

Update to SPMI form.

Beta release of new scheduler format available at Help -> About ClinicTracker, Demo Forms -> New Scheduler Demo. Users are encouraged to test out the new format and submit feedback using the support system. NOTE: This will not reflect current schedule data and is not the scheduler to use for actual scheduling information. This is an initial release for collecting feedback only.

Various minor enhancements.

Ability to require Date of Last Use on DAP Note (See Options form, Formats tab).

Addition of "Free-Form" version of Psych Testing Report.

Inclusion of additional signature options on MH Treatment Plan.

Ability to turn off compliance automation for specific patient groups via Maintenance -> Patient Group Input. If any of a client's patient groups (primary or additional) require compliance tracking, then the system will generate a compliance record for them. All existing patient groups have been defaulted to enforcing compliance, so this update will not make any changes to the current compliance tracking.

Update to Patient Demographics report.

Inclusion of Ethnicity in Personal tab of Staff Info.

Addition of Staff Reports -> Staff Ethnicity Report.

GAF Score will display on progress note output (if available from appointment record).

Initial release of SED (Severely Emotionally Disturbed) Checklist and SPMI (Severe And Persistent Mental Illness) Checklist modules.