Release Notes

We're excited to release the first stage of ClinicTracker's new look and feel. You will find that we've substantially upgraded our logo, icons, and other graphical elements to give our software a more modern, accessible appearance. These esthetic changes are part of a larger effort to upgrade your experience with our software. Over the next several releases you'll see how we're re-designing major elements of the program to make them more intuitive and user-friendly. As always, our users suggested many of the changes we're implementing, so please keep those ideas headed our way.

You'll see on the Main Screen elements of our new "Enhanced Mouseover" system. It is part of our effort to maximize the extent to which the program can guide you through its many features. With this release, you'll notice revised mouseover text and a format that's easier to read. Over time, you'll see that some of the mouseovers have an information icon. Clicking on it will bring you to a fuller description of the feature (of the sort you can find in our help documentation), along with whatever links might direct you to related topics. The last step is especially powerful in that we'll have links that can take you right to other parts of the program (for example, a relevant maintenance form).

We've added four new audit logs for the Patient and Staff portals. They show who has accessed each portal and the nature of their activities. Administrative users can access these reports by following this path: Help -> About -> Maintenance -> View Audit Logs.

We have created a new "Text Template" feature that will allow you to preload canned statements for any text area in the system. For example, if you had a "presenting problems" field, you could pre-store phrases (specific to that field) for "Patient presented with mild anxiety symptoms on 3/5/21." and then add that phrase by simply checking a box that says "Mild Anxiety."

Access this feature by pressing Shift+Escape on your keyboard when you have focus in a text control. This will display the available text templates. Administrative users can use this same location to configure the available phrases.

Many of our users tired of having to enter their (often lengthy) ClinicTracker passwords every time they had to sign paperwork. In response, we made it so that you could enter a Signature PIN instead of the full password, everywhere except for the initial login or inactivity security screens. For this new feature to become active, an administration first has to enable it in the Options form (Enable Signature PIN), where they can also set the length requirements for the PIN. Users can then configure their personal PIN number on the Additional Options tab of their Staff Info record.

You can now design tabs within Form Builder that only display under certain conditions (i.e., "conditionally visible" tabs). If you set all the controls within a tab to be invisible, the system will not display that tab at all. This feature is available in both ClinicTracker and the portals.

For those of you who use the Batch Create Claim utility for PRP-style blended billing scenarios: If you select multiple Service Locations within the Matching Patients Display option, you can now require that, to be included in the batch, a patient has had an appointment in all of those locations at some point during the selected date range. Just check the box labeled, "Require Appointment in Each Selected Location" at the top left of the form.

Also, you can now calculate service charges using the normal fee schedule calculation rules, rather than manually entering in a service cost. You’ll see a checkbox labeled “Use Fee Schedule” on the right side of the form, under where you enter the Service Rate and Units.

Our messaging system lets you configure an autoreply (such as, "I'm on vacation until Tuesday. Please contact my supervisor"). We've now made it that you can configure an autoreply for incoming secure messages that your patients send you through the Patient Portal.

In the Batch Create Claims component of BillingTracker (Claim Creation -> Batch Create Claims), we've added a way to filter Patient Search results by the age of the patient. You'll find that function at the top right of the form.

Also notice that, depending on your other search criteria, you can select by the current age, age as of the start of the current month, age as of the end of the current month, and age as of a custom date you set.

You can enter service unit quantities up to 999 (previously only 99) when recording appointments within Patient Contacts.

You will see we added an icon to the far-right side of each rule within Compliance Builder. Clicking on it opens a text box, where you can enter a description and instructions for applying that rule.

You will find a new ClinicTracker Quick Reference guide that's available in ClinicTracker's Help menu. It shows various system conventions for both PC and Mac users (you can indicate your preferred platform in the top right corner). You'll also see that you can toggle whether or not the guide displays at startup via the checkbox at the bottom right.

Telehealth Connector users will now see telehealth join links in their internet calendar (integrated with Outlook or another calendar system) and/or when they download an ICS file directly.

Some of our customers requested a method for collecting an insurer credit card payment and then storing it as a credit balance. Click on Payment in BillingTracker's left navigation bar, select the Insurance Payment form, and click on the new "Collect Payment" item in the top menu.

When ClinicTracker sends an insurance eligibility request, a payor might return an "In Network Plan" indicator and/or "Authorization Required" indicator. The grid at ClinicTracker -> Utilities -> Insurance Eligibility Review will now display information a payor might have sent for either of those fields.

We've added two new fields to the Referral section of the Demographics Form: Referral Source Email and Referral Agency. We also made it so you can change the label itself by going to Admin Config -> Custom Labels -> Fields(2) tab. You'll see those two fields at the bottom of that listing.

You can now control which sections within the Clinical Info tab show in your Patient Portal. Please contact us if you would like to hide one or more of those sections.

When you select a Referral Source in the Demographics form, the system will populate the ensuing fields (email, phone, agency, and referred by) with the relevant information it finds at: BillingTracker -> File -> Setup -> Referral source.

We have enabled custom labels for the Treatment Plan Goal and Objective sections.

In response to your feedback, we've developed a new method for connecting the best Telehealth services to ClinicTracker. Rather than using a dedicated teleconferencing solution like TrueConf, we now offer a "bring your own platform" approach. That means that you can join up your agency (or personal) Zoom account with ClinicTracker's new Telehealth Connector module. You can use the teleconferencing program of your choice, while enjoying the benefits of the ClinicTracker connection, including the ability to:

• Schedule a Telehealth appointment like any other event
• Enable clients to join sessions via the Patient Portal
• Send Telehealth links out via Appointment Reminders

For more details, click here. Contact us through the Support Portal or reach out to your Account Specialist to add this feature to your account. Please note, the teleconferencing program of your choice must be HIPAA compliant and meet some other technical criteria.

We're happy to announce the availability of a feature so many of you have requested – the Patient Contacts form accessible via the Staff Portal. The web version of the form behaves exactly as what you've become used to through ClinicTracker, and even includes the integration of Custom (but not Stock) Progress Notes. Contact us through support if you’d like to try out this initial beta release. Note: This beta release will not include integration with Compliance Builder (so any rules based on creation/update of an appointment or progress note will not be triggered), launching into ePrescribing, or External Contacts. These features are all scheduled to be included in the near future.

We've both simplified and enhanced the payment collection process on the Transition Appointments screen, similar to what we did recently for Batch Claim Creation. You'll have the option to: not to collect a payment, always collect a payment, auto-apply credit balances (with the option to prompt if there's a zero credit balance), and auto-charge a patient's credit card on file. You'll find these options when you press either the Transition Selected or Transition All buttons.

You now have the ability to upload insurance card scans via the Patient Portal Registration form. Please contact us if you would like us to activate this feature.

We've made it much easier for you to navigate from a referral source on ClinicTracker's Referral Source Input form to that same referral source on BillingTracker's billing details form. All you need to do is right-click on an entry in the lower list of referral sources, or click the Access Billing Configuration menu item.

Previously, any time you saved an appointment on the same day as another appointment, you would get a prompt to verify that you were not entering a duplicate appointment. You can now disable this setting by using the "Prompt For Duplicate Appointments on the Same Day" setting, which is located in the Options form.

Your clients now have the ability to compose secure messages through the Patient Portal which are directed to the "Billing Team." You can determine who on your staff should receive those messages by going to their Staff info record, and checking off the Billing Team setting in the Patient Portal Messaging section of the Basic Info tab. You can add as many staff members to this distribution list as you wish.

When you manage the list of descriptions for Collateral Descriptions in the Maintenance Menu, you'll see that you can associate them with one or more Collateral Services (it was previously based on the Program).

You can require an authorization for any kept appointment by enabling the "Require Auth Code for Appointment" setting on the Plan Requirements tab of BillingTracker's Insurer Plan Setup form.

We've added an "Always" option that tells the system to automatically begin creating an account on the Patient Portal without first displaying a prompt. Search the Options form for: Display Prompt for Patient Portal Account Creation.

You can now apply various actions to multiple selected items on the Staff Compliance screen by highlighting multiple entries and right-clicking.

We created a feature that prompts a user returning from the ePrescribing portal to complete a form you designate (e.g., a Medication Informed Consent). Contact ClinicTracker support to activate this feature.

The form at: BillingTracker -> Settings -> Overrides -> Program Based NPI now includes a filter for Location. That means you can use a combination of Program and Location to determine the NPI for outgoing claims.

The Batch Create Claims module now functions much like the Transition Appointments process. It offers the following features:

• Copay calculation and Collection
• Auto-Apply Copay
• Auto-Charge Default Card

The form at: BillingTracker -> Setup -> Fee Schedules -> Configure Fee schedules now includes the option to consider the Clinician (one, all, or multiple) in fee schedule rules.

You can now limit the types of events patients will see listed when they search for an appointment in the Patient Portal. See: Maintenance -> Schedule Event Type Input.

Billing Modifier Rules now allow you to restrict the rule application based on the patient's age (either at time of service or when the rule is applied).

We are in the midst of project to enhance your experience with ClinicTracker. That effort includes rearranging menu items, updating graphics, improving mouseovers (both the wording and the format), re-wording labels so they're clearer, and generally searching for opportunities to make the system more accessible with fewer clicks. An example you'll see in this release is that we've rearranged items in the Staff Dashboard’s Utilities Menu so that the most frequently used features are listed at the top. The listing also allows access to all Form Builder features:



As always, we welcome your input on how to improve the system and make a better experience for members of the ClinicTracker community.

We added a new 'Scoring' tab to the PHQ-9 Admin that displays the calculated score and a legend that characterizes that result:

You can now navigate to a patient’s Demographic record by right clicking on relevant entries in the BillingTracker Staff Dashboard.

Users who need help seeing screens can now take advantage of our new magnifier tools. You'll find two modes: 1) Full-Screen mode (Control + M) magnifies the entire screen; and 2) Lens Mode (Control + L) magnifies the area around your mouse pointer. Access these tools by heading to the Help Menu within either the ClinicTracker or BillingTracker Staff Dashboards and looking for the new Magnifier menu. To exit from these magnifier tools on a Windows machine, hold the Windows Key while pressing Escape. Mac users should hold the Command key when pressing Escape. You'll see a gear icon that lets you change some of the configurations (such as the increments of change to the magnification from 100% to 50%). If you notice that the mouse does not move smoothly for you, this can generally be addressed by unchecking the "Smooth edges by images and text" option.

You can tell ClinicTracker to send patients an email on the day of their telehealth appointment. That email will contain the link the patient will need to join the event. To enable this feature, go to the Options Form and search for: "Enable sending email with telehealth link on the day of the scheduled event." You will see a secondary setting to determine what time on the appointment day the system should generate these emails.

ClinicTracker supports Two-Factor Authentication (2FA), whereby the system will send the user a one-time code via email before they can log in. You can enable this option by going to the Options Form and searching for "Two Factor Authentication." If you choose the "Per-User Option" for 2FA, each staff member can elect to enable this feature on the Additional Options tab of their Staff Info record. As of this update, 2FA is now available on the Staff Portal as well.

You can now set standard durations for the different types of appointments patients can select when they schedule via the Patient Portal. For example, you can tell the system that intake appointments should always be 60 minutes. It will also prevent patients from entering a different duration. To add a standard duration for each Event Type, go to: Utilities -> Maintenance -> Scheduler Event Type input. Select the Event Type and you'll see a new area for "Required Duration" which you can enter in the number of minutes you prefer.

ClinicTracker has always given you the option of entering descriptions for Collateral records. Users have asked us to provide a way to pre-store a listing of those descriptions. You will find that feature in the "Collateral Description" Maintenance Menu. It will let you choose from pre-configured descriptions. We even made it that you can put those descriptions in groupings associated with specific Programs.

You can now pre-store the default amounts you want to charge for individual and group copays. You enter these default copay amounts by going to ClinicTracker's Maintenance menu, searching for Insurance Input, and selecting the Insurer you want to configure. Right below the box for Notes you'll find fields where you can enter the copay amounts. Next time you select that insurer on the Demographics form, you’ll see these default amounts populating those fields.

The Patient Compliance screen will now group items by the Compliance Ruleset Description. This will help you to more easily display all compliance items generated by a particular Ruleset.

When you are using the Batch Claim Creation feature, you'll find that the patient's Primary Place of Service is one of the options for a Billing Location, along with the other specific locations you can select.

You can configure your Appointment Reminder SMS script with a new placeholder for "TelehealthLink." When you generate a reminder for a telehealth event, it will include a hyperlink to join the conference.

If you want to save a record even though you cannot complete the required Cell Phone field, click the new "N/A" checkbox and you'll be able to proceed.

ClinicTracker will send everyone scheduled for a telehealth event an email containing a link to join the session. If you are scheduling the event for yourself and you don’t want to receive one of those notification emails, search the Options form for: Send Email Notification for Telehealth to Triggering Staff.

We made it so you can require staff to complete the Goal Notes and Summary fields before they can save a Goal on the Treatment Plan. Go to the Options form and search for: Require Goal Notes and Summary on Treatment Plan Goals.

Staff connecting to the Hosting Service for the first time will benefit from our new Hosting Service Connection wizard. Early reviewers have been very positive about how well it has guided them through the process. You can see it here.

Your Custom Form output will now include data from the new Goals/Objectives tab we recently added to Custom Forms.

We updated the Credit Card Processing form to let you store a card as the "Default" card on file. You will find a new option on the Transition Appointments form for "Auto-Charge Default Card on File." If you transition a claim for a patient who has a default card on file, the expected copay will automatically be charged to that card. Only if the payment fails will you see a prompt so you can manually collect the payment using a different card.

BillingTracker's Insurer Setup form now lets you enter a Contract Type Code (CN101 ) and Contract Code (CN104) on the EClaim Options tab.

ClinicTracker now supports Two-Factor Authentication (2FA) whereby the system will send you a one-time code before you can log in. You can enable this option by going to the Options Form and searching for "Two Factor Authentication." If you choose the "Per-User Option" for 2FA, each staff member can elect to enable this feature on the Additional Options tab of their Staff Info record.

When you're designing a custom form, you can press the F4 key in the label or description field to bring up the text entry form, as is standard across the system. In this special circumstance, you will also see a list of fields (such as patient name or address) that you can insert as placeholders that will be updated when viewing the form.

You can now customize the Progress Note menu as you can for the Paperwork menu. An administrator can configure the agency default layout at: About -> Admin Configuration -> Customize Progress Note Menu (Agency Default). Individual users can create their personal menu configuration at: Utilities -> Customize Progress Note Menu (Personal View).

You could previously select a staff member and indicate which payors they were credentialed for (see here). You can now input this same type of information when configuring a payor with Provider-Level Credentialing enabled in BillingTracker's Insurer Plan setup form on the Plan Requirements tab. This new option makes it easier to configure all credentialed staff for a new payor, without having to access each staff member's record individually.

You can now create an auto-reply message for internal ClinicTracker messages. Click the new auto-reply label in the top right corner of the Messaging System to enable auto-reply and configure your message. Anyone sending you a message while your auto-reply is enabled will receive a response with your away message.

Form Builder can now check that email addresses you put in a text box are in the proper format.

You can now choose "Not Applicable" for the Email Address field on the Demographic form. This option gives you a way to configure this field as required even when an email address may be unavailable.

We have released a new version of the telehealth module that, among other things, improves stability and performance across a range of browsers and devices.

When in ClinicTracker's Insurance Setup form, you will see a new item in the top menu that will let you navigate to the billing details for that insurer. When in the BillingTracker Insurance Setup form, you will now see a button that lets you navigate to the Electronic Claims Transmission Types Setup form.

On the Service Input form, you can now enter a CLIA value for both the claim loop (2300) and the service loop (2400). Previously this was only available on the claim level.

When you user the automatic spell-checker for custom forms, ClinicTracker will speed up the process by only considering fields you have updated since you last saved the form. If you want to check the entire form, run the spell checker manually from the toolbar icon.

The Scheduler's Event Preview window will now show the status (e.g., "Showed Up") of the linked individual appointment.

When creating Batch Claims, you can now include discharged patients in your search.

We have implemented overall system performance improvements, especially for customers who use the ClinicTracker Hosting Service.

In response to popular demand, you will see an option to include a Goals/Objectives tab when you create a Patient Custom Form. That means you can create customized treatment plans that integrate into the Treatment Planning tab of Progress Notes (both stock and custom versions). This feature is being released as a sneak preview, because we are still working on the complete version (including the PDF export function).

We've redesigned the form for BillingTracker settings to match the ClinicTracker Options form. As such, we organized the various options into logical groups and provided a search capability. You'll find these at: BillingTracker -> File -> Setup -> Options.

You will find that we alphabetized all the menu items on both the ClinicTracker and BillingTracker main screens to make locating items easier. We also reorganized the BillingTracker Setup menu into logical categories (for example, we put all override rules in a single sub-menu).

The calendar in the top right corner of the Scheduler has a "Today" button that brings you to the current date. We’ve enhanced it with a dropdown menu that navigates to a certain number of months in the future.

You can now reorder Calendar Favorites at: Scheduler -> Calendar -> Load Favorite View -> Manage.

You can now adjust the service and price information even when there are applied payments. You won't have to first delete any associated payments.

You can configure the system to send a notification whenever a patient cancels an appointment (via a voice reminder, text, or from the Patient Portal). The message will display in the Scheduler Notification section of the Message Board for any staff associated with that appointment. To configure this setting, go to: Notify Linked Staff of Cancellation in the Options Form.

The My Schedule Widget has always displayed your scheduled events over a date range. You can now ask it to list appointments according to one of your Calendar Favorite Views. You can also run a Scheduler Face Sheet for any events the widget displays.

We made it easier to access common phrases by creating what we've called "Quick-Access Tags." These are nicknames you can assign to an often-used phrase. Let's say you wanted to assign a Quick-Access Tag to a phrase you already stored. Press F2 to identify that phrase and type a tag into the Quick-Access field at the top right of the form. From that point on, press Shift+F2 after typing the tag to insert the full phrase.

We've developed a new feature that will automatically create a linked appointment from a scheduled event. You can enable this feature using the "Automatically create linked appointments from scheduled events" setting in the Options form. Then enter a value for "Automatically create linked appointments from scheduled events this many days ahead" to determine how far ahead the system will search for events to create. An administrative user can also run this feature manually from the Scheduler’s file menu.

When configuring Dynamic Compliance rules based on a triggering form of Collateral, you can add a Ruleset filter for the Collateral Type. In other words, you can now create a rule that is only triggered when a collateral of Type A is recorded, but not Type B.

If a payor requires you to attach a same day modifier code to claims involving specific services, you can now create rules for that process:

1. Go to the Settings link at the top right of the BillingTracker main screen and click on Modifiers, then Same Day Modifier Rules.
2. Name the rule (for example "Blue Cross Individual Therapy")
3. Select your payor(s)
4. Select service(s)
5. Tell the system what modifier code to apply to claims where the criteria you indicated are met
6. Save

From now on, when you transition claims, the system will apply the rule to any claim after the first one that happens on the same day.

We added a button to the Service Input form within Claim Details so you can recalculate the price based on the service currently selected.

Performance Measurement Reports now include new metrics for Billing Notes due within X days and Billing Notes Overdue.

You can now add pre-stored text to the follow-up notes section of a Billing Note. You enter this text when you configure a Billing Note Type (BillingTracker -> File -> Setup -> Billing Note Type). The next time you want to automatically insert the pre-stored text in the follow-up of a note, click the "Add Pre-stored Text" button.

ClinicTracker can now automatically disable a Patient Portal account as soon as a client is marked as discharged. You can also have the system prompt you immediately upon discharge so you can decide if you want to disable the account. To turn on this option, go to the Options forms and search for: Disable Patient Portal Account on Discharge.

Form Builder will now display an indicator at the top right corner when your form design begins to exceed the recommended number of controls on a tab or within the entire form.

A new setting in the Options form allows you to disable the insurance mapping feature for ERA so you can manually select the payor each time. Search the Options form for: Disable Insurer Mapping.

You can now automatically generate billing notes and follow up tasks based on activities related to claims. For example, you can set up rules for applying adjustments, identifying claims where the payments received are lower than the allowed amount, and more. To configure your rules, go to: BillingTracker -> File -> Setup -> Billing Note Automations.

When you configure scheduling groups (by going to Utilities -> Scheduler Group Configuration), you can now mark a patient as billable or non-billable. If you select non-billable, the "Do-Not Bill" checkbox on a linked individual appointment will be checked automatically.

Patients will receive a single notification email from the Patient Portal when they have an entire package of forms to complete. Prior to this enhancement, they had received an email for each individual form within the package.

It used to be that the system would always associate the primary payor when you added billing notes in bulk from Claim Management or Review Submissions. Now the system will automatically associate the note with the payor listed on the selected transactions.

If you want the Appointment Reminder system to automatically put all new patients on the do-not-call list, click the new option you'll find on the Appointment Reminder Configuration screen.

The Claim Management screen will now display out of balance claims in red text. Claims are considered out of balance when the assigned payor is not the primary insurer and the claim charge is not equal to the applied payments plus adjustments (both non-balance affecting and balance affecting).

Prior to this update, you had to select a specific payor when you entered the write-off screen. You can now toggle between payors directly within the Write-Off screen. That's good news because you can process multiple write-offs across payors without having to exit the screen and reload.

On the non-balance affecting adjustment screen, you can right-click an entry in the list to create a write-off based on a previously entered non-balance affecting adjustment. This function will help you convert non-balance affecting adjustments to write-offs.

Currently the "Local Use" field within Claim Details populates into paper claims (box 19 on CMS-1500 and box 80 for UB-04). However, it is not supported in electronic claims (professional or institutional). We added a new field on the Claim Detail screen for "Note Type" under the "Local Use" field. If values are present in both these fields, add an NTE segment in loop 2300 (claim level) of 837P and 837I files.

For Hosting Service customers: Users who have entered a valid email address in their Staff info record (and have also checked the option for Message Board with Email Alert) will now be notified both on their message board and via an email that they have a new ClinicTracker message.

Patients will receive a single notification email from the Patient Portal when they have an entire package of forms to complete. Prior to this enhancement, they had received an email for each individual form within the package.

This update contains general stability and performance enhancements.

We added a new "refresh" icon on the toolbar for Custom Forms that will repopulate a list or recalculate a formula based on changes you might have made to the reference data/formula. The icon, which will only be enabled when you are focused in a control that can be refreshed, looks like this:

We added three new columns to the listing at the bottom of the Service Input form: the price of the service, whether it was time based, and where the service was provided.

The Clinical Case Review form now has an option to "Load from Latest" or "Load from Prior."

The Batch Paperwork Printing form now includes two screening tools for substance abuse: the CRAFFT and CAGE-AID.

We added a new BillingTracker report at: Reports -> Claims -> Stale Balance Assignments. You'll refer to this report if you want to see claims that you have not pursued in a specified amount of time.

When you configure entries in BillingTracker's Fee Schedule form, you can now use the "Multiple Entries" option in the dropdown list to select whichever item or items you wish. Before you could just pick one or all of them.

The Staff Portal now includes the same Completed Paperwork feature that has long been a part of ClinicTracker.

We extended the existing Location Type Override feature (which impacted the claim-level type in CLM1-05) with a new option for Location Type Override on the Service level (which impacts the service-level in SV105). You'll find both options in BillingTracker's setup menu.

The system will prompt you to compose Signature Request messages when you request signatures on forms within the Staff Portal.

You can now assign names to rules you create within BillingTracker override forms (such as for Billing Clinician Overrides).

We've made it so you can fully resize individual panels within the Patient Payment History and Insurer Payment History forms.

When you design a Custom Form, you will see a new setting that determines if staff have access to the form through the Staff Portal.

Previously, if you designed a Custom Form with multiple controls that shared the same field label, you would not be able to reference them within the Formula Builder. You'll see that they now show, suffixed by a field ID that uniquely identifies the control. You can match up these field IDs on the Fields tab of the Property Panel.

ClinicTracker's Unified Messaging System now supports Blind Carbon Copy (Bcc) for regular messages.

We added a button to the toolbar of Staff Info that lets you create a new staff record by copying from an existing one. The button makes it easier to access the same feature you previously found at: File -> Copy From Other User.

BillingTracker will display a new prompt just prior to running a Payment Application by Clinician report that asks if you want to add a page break after each main grouping.

This update includes general stability and performance enhancements.

This update includes general stability and performance enhancements.

We're excited to announce that you can now have clients check in via a kiosk (like at the airport). It will give you a way to significantly speed up the sign in process, while also allowing for social distancing between the patient and your receptionists. This feature is available to all agencies who are licensed for the Staff Portal. You will find it displayed as a new item in the navigation menu.

We dramatically improved how quickly ClinicTracker saves Custom Forms on the Patient and Staff Portals.

We enhanced the Credit Balance form to allow application of different types of payments/adjustments. We converted the Apply Balance button to a split dropdown button. You can either click the button for a general payment application, or select individual options in the dropdown for Apply as Interest, Apply as Tax, Apply as Credit Card Convenience Fee write-off.

We've updated the Billing Modifier Rules, Clinician Override Rules and the Location Override Rules configuration forms so you can select multiple items in the Service, Insurer, Program, Place of Service, Clinician, and Credential fields. You'll save an enormous amount of time because you can apply a single rule to multiple payors, rather than having to create one rule for each payor.

If your Patient Portal allows online payments, patients can now make pre-payments that can be applied to future invoices.

We made the "Add Addendum for Locked Record" functionality available for Patient Contacts (Appointments and Collaterals).

We improved how BillingTracker handles interest and tax payments in ERA files by: 1) making sure that the system will not leave a credit balance when you fully apply a file; and 2) allowing you to delete part or all of an 835 payment that includes interest and tax payment entries.

The Batch Paperwork Printing form now includes a feature to search for patients by name.

We added "Modality" to the list of terms you can custom-label.

When you're working within Report Builder, you can now toggle an option to the right of the Report Source dropdown that tells the system to only display Data Sources that are common and/or used in active reports.

The "Is One Of" search with the reporting Select Expert will now handle commas within searched values. You can also select from a list of options, rather than having to type in multiple entries.

The Group Appointment form now incorporates service code add-ons (including units). You can also search for "Service Code With Add-On Packages" (which you can now configure for Group Appointments within the Maintenance Menu). These new fields will all transition to the linked individual appointment records.

We've made changes that have improved the overall stability of the Telehealth platform across different devices and platforms.

The Balance Assignment form now includes the claim's service name and CPT code.

Based on feedback from our Pop-Up webinar on billing for telehealth, we created a new setting for the My Account page of the Patient Portal. It limits display of account information to only the patient's assigned balance - not aging history or open payor balances. Please contact us if you want to enable this feature.

The Financial Info Tab in the Demographics form contains a new field for "Insurance Type Code (Used for Secondary Claims)." If you have entered this code prior to transitioning a claim, it will populate the (already existing) field in the Additional Claim Details for SBR05. If the payor you're submitting to is not primary and has the insurance plan setting enabled for "Include SBR05" (also an existing feature), BillingTracker will include this value in the electronic claim file.

We made changes to Form Builder that will significantly reduce loading times for complex Custom Forms that rely heavily on reference data.