Release Notes

BT: Patient credit balance will be displayed in manage accounts

BT: Apply Credit Balance button will only be displayed in Payment form and Copay form if a credit balance exists.

Updated handling of diagnoses between MH/CD instances in Patient Contacts and Progress Notes

BT: Highlighting of selected row in payment grid.

BT: Ability to log in directly to BillingTracker without first going through ClincTracker (see BillingTrackerLoad.exe in Program Files\ClinicTracker directory)

Update to Patient Contacts diagnosis display for Chemical Dependence version

Update of compliance report and compliance alerts for Chemical Dependence

Automatic compliance record updates when locking records for Chemical Dependence

BT: Update to Claims and Balances report to add Program grouping and summary/detail options

Update to Chemical Dependence Treatment Plan data loading

BT: Creation of claim submission tracking module

BT: Insurer-level option to merge eclaim records for matching patient, service, and date transactions.

BT: Enhanced handling of service charges to 4 decimal places

BT: Ability to write-off balance at time of payment application (using 'Next Payor' dropdown list)

BT: Update to reporting to work around Crystal licensing limitations

Update to CMS 1500 form

New module for Group Appointment recording. Groups of patients can be configured through Actions -> Group Setup on the Main Screen. Group Appointments can be recorded by clicking on the dropdown arrow of Patient Contacts on the Main Screen and choosing Group Appointments. Corresponding report is available at Staff Reports -> Group Appointment Report.

Checking for duplicate SSN, hospital number, or client name will be performed as soon as information is entered, as opposed to waiting until save.

BT: Reduced fee schedules can be set on group/non-group service basis.

BT: Ability to apply credit balances from copay collection screen.

BT: Ability to edit payment details from patient/insurer payment history form.

BT: Adjustments will be displayed as positive values in the Sage MIP export.

BT: Ability to view more than 5 statements/claims on-screen at a time.

BT: Update to CMS paper claims, box 32/33.

BT: Handle service unit charges out to 4 decimal points

BT: Selected dollar amount shown in status bar of Claim Management module

BT: Updated to box 32/33 of CMS-1500 form

Update to balance assignment information through ClinicTracker

Production release of BillingTracker Version 3.

Authorizations: Ability to set a limit on number of days as opposed to just number of sessions. This allows an authorization code to be used multiple times on one day and only count as one unit if appropriate.

Addition of Admin Reports -> Compliance Information -> Recent Discharge Summary Report

Addition of Admin Reports -> Compliance Information -> Third Appointment Info

Miscellaneous BillingTracker enhancements

Creation of Direct/Indirect Time by Family report in Staff Reports menu.

BillingTracker Enhancements.

BillingTracker enhancements

Miscellaneous BillingTracker enhancements.

Updates to CD Treatment Plan Closing tab

Updates to CD Assessment section ordering

Release of CD Compliance module

Intake Face sheet will hide secondary and tertiary insurer sections if no insurer is entered

Ability to set services as "Group Services" through the ClinicTracker maintenance menu. This will be used in BillingTracker when choosing between using the standard-copay or group-copay in an upcoming version.

Miscellaneous BillingTracker changes.