Release Notes

Miscellaneous BillingTracker changes.

BT: Ability to configure timeout before running MIP export routine.

BT: Efficiency update for Sage MIP Export routine

BT: Updated sorting option in Submit Claims form

BT: Updated design of CMS 1500 form

BT: Fixed rounding issue

BT: Update to prevent occasional problems with printing multiple claim batches

Scheduler: Update to saving of recurring events.

Scheduler: Enhanced validation to warn if entering start time after end time.

Signature timestamps will be displayed correctly when printing from batched paperwork printing.

BT: Update Patient Statements to always display main building address on footer.

BT: Update to Patient Statement Processing through Submit Claims form.

BT: Payment reports now include original service date

BT: Ability to run multiple instances at the same time

BT: Updated design for Claims Sent form

BT: Bill services form will default to sorting by client name

BT: After running a report, you will be returned to the filter screen with your filter options still selected (instead of being returned to the main screen)

BT: When editing a claim/creating a manual claim, if you select a radio button for Client, Father, or Mother, it will automatically fill the responsible party information

CT: Option to be notified whenever accessing a client with multiple treatment phases. This is designed to prevent confusion when it is not obvious that the current client has additional phases. This option is turned on by default, but individual users can turn this option off in the Preferences tab of the Staff Info record.

CT: Update to design of Chemical Dependence Assessment module

BT: Update to patient statements, including adding client name above fold-line

BT: Addition of Program (RU) to edit claim module

BT: All reports (including Payment reports) will correctly handle clients with multiple treatment phases

Fix to discharge summary signing routine.

NOTE: You may receive a message about an ocx being successfully registered when first logging in. This message can be ignored and does not indicate any sort of problem.

Updated design of main screen.

Medication scripts will always pull client address from associated treatment phase.

BT: Addition of grouping options for Daily Payment reports.

Scheduler reports will pull client information from most recent treatment phase.

Ability to modify Related Document 'File Type' items so you can setup groups like 'Labs' and 'Referral Info' instead of just 'PDF' or 'Word Document.' See Maintenance -> Related Documents File Types.

BT: Addition of total columns on review export batches form.

BT: Update to Procedure Charge reports.

BT: Group paper claims for the same date and clinician.

Update to Treatment Phase menu display in Patient Contacts.

BT: Payment report can now be grouped by Client/Date instead of just check number.

All timestamps will be taken from server instead of client computer to prevent incorrect time stamps on printed documentation when computer clock is wrong.

Update to alignment of CMS-1500 form.

Update to Staff Demographics report.

Update to required fields on CD Assessment module.

Addition of comments section to Staff Info.

Redesign of Staff Info module.

Update to Batched Paperwork Printing

BT: Insurer Plan option to disallow billing services with zero fee (default).

Update to appointment note printing from Patient Contacts, Actions menu.

Update to Treatment Plan automatic compliance completion logic.

Update to Patient Contacts by Family report.

Addition of psychiatrist signature option on Treatment Plan.

Modifications to Chemical Dependence Treatment Plan.

When saving appointment records, if authorization codes exist for a patient but none is entered, a prompt will be displayed asking if you wish to enter an authorization code.

Update to Patient Contacts by Family report.

BT: Update to Patient Aging report to include more detail.

BT: Update to Patient Statements.

Update to Patient Reports -> Encounters -> By Insurer -> By Patient to include copay on patient-level grouping.

Update to print routine for lapsing recurring event search.

BT: Update to electronic and paper claims.

BT: Update to printing of multiple patient statements through Submit Claims module.

BT: Update to CMS printout.

Improvement to Search for Lapsing Recurring Events feature. Will now report last actual event in the series as opposed to the user-entered recurrence end date.

BT: Added an HI Record for sending rate codes.

Scheduler: Ability to copy events in a recurrence and paste them as a single event.

BT: Included total hours on statements.

BT: Changed the units to hours (instead of number of fee-schedule units) on statements.

BT: Update to insurance plans to require diagnosis on a per-plan basis.

NOTE: You may receive a message about a dll being successfully registered when first logging in. This message can be ignored and does not indicate any sort of problem.

BT: Additional modifications for submitting electronic claims as "Institutional".

Removed extra newline at bottom of all paperwork output.

Created official split between Mental Health and Chemical Dependence versions of the program.

Split Patient Reports -> Encounters By Insurer into options for second level grouping to be by Patient or by Service, with subtotals for all groups.

Scheduler updates.

BT: Improvement to Transition forms to speed display when retrieving several hundred records.

Update to Patients by Insurer report to include copay information.

Scheduler Time & Distance report will now prompt for reimbursement rates for time and distance traveled and calculate reimbursement amounts if desired.

BT: Added ability to include multiple services on a single CMS 1500 form; additional CMS printout changes.

BT: Update to BillingTracker -> Sage MIP integration module.

BT: Update payments report to display payments made against initial open balance.

BT: Update to Patient Statements to show multiple address lines on separate lines.

Batched Paperwork printing for Chemical Dependence installations.

BT: Submit Claims -> Patient Statements. Combine multiple claims for a client onto a single statement.