Release Notes

Showing DOB on client listing form is now an option that can be turned on or off using the Preferences tab of the Options form. It is turned off by default.

BT: Addition of Payment Application by Clinician Report, located in Payment Reports menu.

Addition of "last used date" to authorization reports. This reflects the last kept appointment for which the given authorization code was used.

Ability to save a generic group note along with a group appointment record. When the group appointment is converted into an individual appointment record, as soon as it is saved, a free-form note will be created using the group note text. It can then be modified as needed.

BT: Addition of Claim Detail by Insurer report to Claim Reports menu.

When discharging a client, treatment plans that are due after the discharge date will be removed from the compliance record.

Appointment form change for BillingTracker users: New checkbox near bottom right corner labeled DB (Don't Bill). Checking this box will prevent the appointment from transitioning through to BillingTracker (regardless of service type, appointment duration, etc.).

NOTE: Due to customer feedback, in the next update, this change related to displaying the DOB will be made into an option that will be turned off by default.

Patient Listing Form will show DOB in addition to medical record number.

Notification will be displayed when accessing a client who has the same first and last name as another client in the system.

BT: Addition of primary receiver identifier field to Transmission Type Setup form.

BT: Add claim date to patient/insurer payment history form.

Misc CT changes.

Update to allow unlimited number of reports open simultaneously.

Addition of report available at Admin Reports -> Compliance Information -> Kept Appointments with Zero Billable Time.

Add Patient Group to Staff Appointment Listing report accessed via scheduler.

BT: Added option to Claims and Balances report to group by Program or Clinician.

BT: Added option to Payments by Claim report to group by Patient or Clinician.

BT: Creation of E-Claim log file, accessible via Review Submission Batches. Log file will contain detailed information about the claim data as well as list any possible exceptions that could cause claim denials.

Update to scheduler to allow copying/pasting regardless of the number of days in between the two events.

Update to batched paperwork printing to print in date order.

BT: Update to design of Accounting Export forms to easily move between them.

BT: $0 amounts will not be included in MIP export file.

Addition of Report Admin Reports -> Intake Information -> Packets Sent/Returned.

BT: Addition of E-Claim creation log file (accessible through Review Submission Batches).

Fix to batched paperwork printing.

BT: Split Credit Balance report into summary/detailed versions.

Added case review to completed paperwork report.

Added Mismatched Authorization Code utility to Admin Reports -> Compliance Information -> Mismatched Insurance Authorizations.

Update to spell-checking dictionary.

Spell checking is now available in CD Assessment module and all sub-forms.

Staff-Based Activity data is now included in the Billable Hours Report available via Staff Reports -> Clinician Reports.

BT: When applying insurer payments, the total amount disbursed for the current patient will be displayed in the bottom left corner of the form.

BT: When applying insurer payments, you will not be able to select a new patient if an amount has been distributed to claims but not yet applied.

Addition of Completed Compliance Materials Report available from Actions menu of Compliance module for Mental Health agencies.

BT: Addition of Credit Balance reports in Payment Reports menu.

Update to "Change Phase of Current Record" feature for CD Assessment module.

Treatment Phase menu will now show client type (intake/patient) and status (active/discharged) next to each phase.

Update to loading old data from add/edit boxes in CD Assessment module.

BT: Insurer Aging Report will display list of insurers on left side of report.

CT: Update to mail-merge function accessible via About form Import/Export -> Create Mail Merge

BT: Fix to transitioning appointments with new extended insurance fields.

Update to CD Assessment saving of "# of prior treatment episodes" field.

BT: Reduced fee eligibility information is now displayed in Manage Accounts

Update to insurance policy holder information tracking in Intake/Patient Demographics Insurance record. Associated changes to BillingTracker Edit Claim module and claim processing.

Fix to batch printing of appointment notes over a time range.

Fix to incorrect display of scheduler message "Staff member is already selected."

Signature notifications for Treatment Plans will now include the type (initial or update) in the message.

Ability to restrict access to the Patient Contacts module for a client when Treatment Plans are overdue by a certain number of days (or coming due in a given number of days). This option can be set in the Security tab of the Administrative Options screen.

BT: MIP Export will pull from actual fee as opposed to allowed amount.

BT: Ability to requeue all Pending items in a claim batch through the Review Claim Submissions module.

Ability to create a mail-merge file for mailing label creation (About Form -> Import/Export -> Create Mail Merge). This feature is only accessible to those with Export permissions.

BT: Ability to manually mark export batches as processed/unprocessed.

CT: Fix to Treatment Plan saving when navigating to form after previously working with a locked record.

BT: Adjust aging reports so total displays before aging brackets.

Update to CD DSM Worksheet and CD LOCADTR when accessing from CD Assessment module.

BT: Addition of Payment Master report in Payment Reports menu.