Release Notes

Addition of option on Patient Listing report for "Only Include Missing Admission Date"

Update to Nutritional Assessment signing routine

Addition of 'Update Billable Status' to Locked Record menu in Patient Contacts. This option is only available if you are linked to BillingTracker. This will change the "Don't Bill" flag for the appointment from its current value. You are able to make this change to a locked record without going through the full locked record editing procedure. However, you are not allowed to mark an appointment as non-billable if it has already been transitioned to BillingTracker.

Group appointment form will warn if trying to record two appointments for the same group on the same date.

Group Appointment Form: Option to auto-generate individual progress notes if the client's status is not "Showed-Up". Previous behavior was to always create a note.

Group Appointment Form: Option to select which progress note template to auto-generate when saving an individual appointment record from the group note. Previous behavior was to always use the free-form template.

eForms Module: Ability to default certain values (e.g. Patient Name, DOB)

BT: Affiliation setup form now includes an entry at the end of each dropdown list that will let you assign affiliation PINs in bulk

BT: Option to set priority of NM109 record in Insurer Plan Setup

BT: Option to configure Provider Secondary ID requirement through Insurer Plan Setup

BT: Option to configure Provider Secondary ID codes through Affiliation Setup

Update to Phase Change procedure for Chemical Dependence documentation

BT: The 'Primary Payor' dropdown will no longer be displayed in the Edit Claim form. Instead, whichever payor is listed as primary in the insurance tabs on the Edit Claim form will be used. Appointment transition procedure has been updated to set correct order based on Primary Payor selected in ClinicTracker Appointment record.

BT: Initial release of support for the UB-04 form.

Treatment Plan Review cycle date can now be set to any number of days (not just 90/365)

BT: Addition of Aging report which includes Patients and Insurers (not just one or the other).

Patient Reports -> Encounters By reports, added option to show/hide graph on first page.

BT: Addition of "Manage Client Claims" menu item on Manage Accounts form. This will display the Claim Management form, but limit the results to the currently selected client.

BT: Extended length of default database name for Sage MIP import

BT: Allow for adjusting size of most forms.

CT: Addition of new stock line option on last tab of Specialty Progress Note

BT: Add option to hide REF*0B segment in transmission type setup

BT: Efficiency enhancements for eclaim creation

CT: Update for Windows 7 / Server 2008: Bring Word application to foreground after exporting documentation and improved printer handling.

CT: Update to Chemical Dependence Late Compliance Materials report

BT: Updates for Ingenix TPA non-standard eclaim requirements

BT: Update to accommodate modification of the 'Date of Onset' field in 837P claim submissions. This will default to the claim date (as it did previously), but can be changed through the Edit Claim form.

BT: Insurance Payment form will default next payor to 'Writeoff' instead of defaulting to current payor.

CT: Update to promote easier transfer from one paperwork item to the next when a mini admission note or free-form note/summary has been completed

BT: Ability to default initial balances to patient responsibility (as opposed to unassigned).

Addition of Reminders tab to Message Board. This feature allows you to post messages for yourself and include such things as web, file, patient, or form links. A new icon at the top of the Message form will allow you into the Manage Reminders form which allows you to create, edit, and delete your reminders. Reminders that are due will be indicated by a blue border around the Message button on the Main Screen.

BT: Ability to 'Add Similar' in Manage Accounts.

Addition of eating disorder fields to summary documents. This is an optional addition (off by default) that can be set using the Options form.

BT: Progress Note status will be displayed in Transition Appointment grid

BT: Added ability to block or warn when transitioning an appointment without a locked progress note (see Setup -> Options). The default option is to not warn or block.

Initial release of Nutritional Assessment

Fix to Chemical Dependence Treatment Plan unlocking

BT: Update to Aging reports

Resizing of Group Appointment form

Chemical Dependence Treatment Plan: Addition of 'Plan Participants' field as well as disclaimer above patient signature area on printout.

BT: Ability to manually override the claim format of a particular transaction (e.g. you want to send a particular claim via paper, although the receiving insurer is setup to receive electronically by default). This can be accomplished by right-clicking on a queued claim in the Transactions tab of Manage Accounts.

Mental Health Treatment Plan: Addition of optional disclaimer statement (on closing tab) relating to patient signatures.

Beta release of Nutritional Assessment module (located in Paperwork menu).

Addition of "Dx" (discharged) tab to patient find form.

Addition of "Hx" (history) tab to patient find form, which will show your 15 most recently accessed clients.

Addition of smoking status fields to demographic tab of Intake/Patient Info form.

Addition of Group Attendance Sheet available from Group Appointment module.

Addition of report Patient Reports -> Appointments by Location and Program.

Update to Diagnosis report when specific patient group is selected.

Addition of supervisor-only tab to Specialty Progress Note template.

BT: Manage Accounts, Claims tab will split "paid" column into "Payments" and "Adjustments" for clarity.

Ability to set treatment plan renewal date on a per-insurer basis. When in Maintenance -> Insurer Setup, there is a new option to require treatment plan updates every 90 days or annually. The compliance logic will look at the rule for a client's primary insurer when automatically calculating the next due date. All existing insurers have been defaulted to 90 days, so this change will have no effect on the compliance process unless you specifically change an insurer to only requiring yearly updates.

BT: Addition of Payments by Transaction report, accessible via the Payments report menu and the Patient Payment History form. This will show payment information by transaction (master payment record) as opposed to by claim.

Related Documents will store modification date and display in list for sorting/searching.

BT: All insurance information will be transitioned over to claim record so full historical record is maintained and changes to the underlying insurance record to not affect open claims.

Addition of "Successfully Discharged" checkbox under discharge date on Intake form. Check this box to indicate a client was discharged after successfully completing treatment. On the Chemical Dependence version of the program, this will determine if a Discharge Plan is required.

Release of Late Compliance Materials report for Chemical Dependence version.

Chemical Dependence Version Only: When completing an Initial Treatment Plan, you will be prompted for the date to use as the completion date in the Compliance record.

BT: Update to saving insurer plan requirements.

Fix to phase update for Chemical Dependence Discharge Summaries

BT: Addition of Summary/Detail option to Payment Master Reports

Move clinic setup options (instances displayed on login screen) to per-user setting instead of per-computer setting