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New Customization Tool: Campaign Builder. Now, administrative users can schedule and track campaigns to be sent via SMS, Email, or Voice. You can customize campaigns by Patient Group, Programs, Primary Place of Service, Staff Assignments, and more. Communicate office closures, introduce new services, and make clinic-wide announcements. We have enabled a trial version of this feature (which lets you send to up to five recipients) for you to explore. To learn more about adding this feature to your system, please contact us.
New Module
Messaging
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Auto-Apply Multiple Credit Balances to a Copay. To turn this setting on, go to: BillingTracker -> Settings -> Billing -> Auto-Apply Credit Balance to Copay Rule and select Any Amount. Credits will be applied automatically, (largest first, then oldest) until the credits are exhausted or the payment is satisfied.
New Feature
BillingTracker
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Restrict Form Locking. When building a Compliance Workflow, you can select forms that should not be locked until all past due tasks on the workflow have been completed.
New Feature
Compliance
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Trigger Workflows With Signature Capture. You can now build a workflow that begins when a form is signed by a Clinician, Supervisor, "Other" Staff, or All Staff.
New Feature
Compliance
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Trigger Workflows with Custom Form Date Fields. Build a compliance workflow that begins based on a date field within your Custom Form.
New Feature
Compliance
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"Always Send Quantity as 1" setting is now enforced on Processing. This allows you to apply the setting individually for each insurer on a claim.
New Feature
BillingTracker
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Auto-Assign Staff. To configure automatic Staff Assignment rules, go to: Admin Config -> Automatic Staff Assignments (or visit the Additional Options tab of Staff Info). When creating new appointments, these rules can be used to automatically create Staff Assignments.
New Feature
ClinicTracker
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Preview and Process Paper Claim Forms with the Form Image. Preview or process your paper claims over the background of CMS-1500 or UB-04 claim form. Set the background default by payor using the Insurer Plan form, or override the default and select the background manually at the time of claim creation. Note: previewing will not change the transaction status from queued to pending.
New Feature
BillingTracker
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Use Navigation Links in Staff Portal. Now, from the Staff Portal, you can use Navigation Links in a Custom Form to access other patient forms, set a reminder, and send a message to staff or patients.
New Feature
Staff Portal
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Send Text and Voice Reminders in Spanish and Vietnamese. Communicate with your clients based on the Preferred Language on their Demographics Form. If your clinic is interested in supporting languages beyond English, Spanish and Vietnamese, please let us know.
New Feature
Appointment Reminders
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Auto-Fill an Individual Appointment GAF Score. Choose to automatically populate the GAF score when a linked Individual Appointment is created from a Group Appointment. This setting can be enabled by searching the Options form for: Auto-Fill GAF from Linked Group Appointments.
New Feature
Group Appointments
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Patient Contacts on the Staff Portal. The wait is over. Access the Patient Contacts form (both Appointments and Collaterals) from the Staff Portal. Contact us to enable this feature in your Staff Portal.
New Feature
Staff Portal
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Set a Default Primary Place of Service. To set a default location go to: Utilities > Maintenance > Building / Billing Location Input. The default location will auto-fill the Primary Place of Service field on a new Demographic record or Patient Portal registration.
Minor Update
ClinicTracker
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Search by External Contact. The Advanced Find form now allows you to search based on External Contact.
Minor Update
Misc
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Simplified: Scheduling Group Setup Form. To make it easier for you to manage your wait lists, we have made a few changes to: ClinicTracker -> Patients -> Group Appointments -> Group Setup.
Minor Update
Group Appointments
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Simplified: Staff Compliance Form. You'll find a new look for the Staff Compliance screen.
Minor Update
Compliance
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New Claim Allowed Amount on Performance Measurement Reports. New Claim Allowed Amounts will now show on the Performance Measurement Reports. Configure this new metric by going to: Reports -> Performance Measurement Reports -> Configure Settings.
Minor Update
BillingTracker Reporting
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Override the Submitter Identifier. You can now send an alternate Submitter ID in NM109 of NM1*41 as required by your companion guide. If not configured, the Interchange Sender Code from the Electronic Claim Transmission Setup Form will continue to be used.
Minor Update
BillingTracker
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Form Builder Improvements. You can design forms faster now that the data source form loads almost instantly. Use the F2 search feature to see possible data sources, or type a keyword in the dropdown to see a filtered list of items.
Minor Update
Form Builder