Release Notes

Changed name of new "Diagnostic Assessment" to "Diagnostic Evaluation"

Added option to BillingTracker Insurer Plan setup for sending Taxonomy Code on Billing Provider and Rendering Provider loop.

BillingTracker: Addition of Patient Group filter to Payment Application by Patient/Clinician reports.

Initial release of MH Diagnostic Assessment (available in paperwork menu).

If diagnosis information is available from a linked individual appointment record, it will be shown on the new printout available from the Group Appointment form.

Prevent leading and trailing spaces in client names to avoid difficulty in locating patients by name.

Fixed bug around progress note button saving changes to locked records.

BillingTracker: Addition of Claim Filing Indicator Code to insurance plan setup.

Creation of Admission/Discharge and Interim formats for Wyoming MIS record.

New version of Patient Reports -> Appointment History that allows for filtering patients within a selected set of 'Additional Patient Groups'.

New version of Patient Reports -> Appointment History that allows for only including patients with a total appointment count within a certain range.

Fix for issue when security screen shows over newly resizable patient contacts form.

Addition of spell-checking to CD Treatment plan add/edit sub-form.

Ability to vertically resize Patient Contacts form.

BillingTracker Payment Form: Ability to auto-apply a payment to open claims (see "AA" buttons on bottom of payment form).

Ability to spell-check in DSM Worksheet sub-forms.

Ability to view Chemical Dependence assessments (SATS, CRAUD, DALI) in the MH paperwork menu. Option can be set on Administrative tab of Options form.

Addition of Mini-Discharge Summary format (similar to Mini-Admission Note). See checkbox on bottom right corner of MH Discharge Summary.

Option to remove Impairment Question responses from output (printed version and Word output). See Options form, Preferences tab.

Diagnosis and session number will load when creating an individual appointment from a group appointment record.

Group Appointment form allows you to create appointment notes for individuals or for all group members (see new printer buttons).

Update of Wyoming State forms to FY2011 version.

Updates to CD Assessment.

Initial release of Canvas integration utility for sync with data collected from mobile devices (smart phones, netbooks, etc.). See https://www.ClinicTracker.com/mobile.htm.

(ClinicTracker change for BillingTracker customers only): Additional set of location information via Building Input Maintenance Menu to accommodate case of needing different business / service location information to pass into electronic claims.

Additional links to Related Documents and eForms from Demographic and Patient Contacts forms.

Ability to configure Chemical Dependence Initial Treatment Plan due date through Options form.

Ability to resize manage messages form.

Release of Wyoming MIS Discharge format.

Addition of "Schedule by Client" report accessible from File menu of scheduler.

Addition of Provider Commercial Number (PCN) to Building Input maintenance form.

Update of claim creation code to include taxonomy code, provider commercial number, NPI switching based on MH/CD, and NM1 priority options on insurer level.

Ability to have clients sign treatment plans before they are signed and locked by the clinical team.

BillingTracker: New balance assignment adjustment feature now allows for entry of date and comments.

BillingTracker: Update to handling of deleted payments.

Addition of n/a options to all substances in urine screening. Form relabeled to "Substance Screen / Breathalyzer.

BillingTracker: New setting in File -> Setup -> Options to create adjustment records (see notes from update #432) when setting a different next-payor in the payment forms. This will also determine the default state of the adjustment creation checkbox on the Balance Assignment form.

The "My Not Recently Seen Patients" in the Personal Reports menu has been split out into three versions. The first will display matching records where the current user is the clinician/supervisor on the patient's last kept appointment. The second option will display matching records where the current user is the Follow-up Clinician from the patient's Intake record. The third option will display records that match either of those conditions.

Initial release of all 5 WYPOMS (Wyoming-State) forms.

Usability enhancements for Chemical Dependence Assessment form.

Addition of Taxonomy Code (and lookup chart) to Staff Info record.

Ability to set separate NPI number for MH and CD on Building Input maintenance form.

Addition of SED/SPMI/None option to first tab of Intake/Demographic form.

Addition of "Primary Designation" for clinics with multiple modules (e.g. Mental Health AND Chemical Dependence) on first tab of Intake/Demographic form.

Official release of SNAP Progress Note template.

BillingTracker: Update to Balance Assignment form. New default option to create adjustment records for any balance updates that are performed. See page 27 of the BillingTracker User's Manual for more information.

Update to Chemical Dependence Initial Determination for clients with multiple Treatment Phases.

Initial test release of SNAP Progress Note template. This format can be enabled through the Options form, Formats tab.

Update to goal deletion in Mental Health Treatment Plans.

Service setup form will warn, but no longer prevent saving services with the same CPT.

Ability to for administrators to unlock Collateral Notes (previously could just edit directly).

Initial release of WYPOMS (Wyoming State Survey) and related support fields.

Update to Chemical Dependence automatic compliance date calculations.

Ability to set a Patient Group as Non-Billable (won't transition to BillingTracker).

eForms: Support for wider range of signature tablet options.

Update to Chemical Dependence Diagnosis Modifiers.

Update to signature tablet port configuration utility.

Addition of "No Compliance" option on Intake form for clinics running multiple modules.

BT: Comment field is available for master payment records throughout the program

BT: Update to address unnecessary write-off records being added for insurance payments

BT: Addition of two note fields on edit claim form. Internal notes are for agency use only. External notes will be displayed on patient statements if available.

Option through intake form to notify staff when they have been assigned as Intake Clinician or Follow-up Clinician (see new icon near dropdown boxes).

Ability to calculate round trip directions, time, and mileage when using Microsoft MapPoint integration through the scheduler.

Chemical Dependence Version: You can now set the number of days between treatment plan due dates on an insurer-level through the insurance maintenance form (default is 90 days).

BT: When payments are deleted, they will be maintained for audit purposes instead of being removed from the system. Deleted payments can be displayed in the payment history forms and will be shown in red.

Addition of Patient Reports -> Patient Demographics by Clinician report

BT: Addition of button on Account Statement form to "Requeue All Pending"

Performance enhancements for Specialty GAF/GAF Data reports