Release Notes

Redesigned: Demographics. We've fully redesigned the Demographics form on Staff Portal, aligning its features with the desktop application. Although the interface will feel familiar, each component has been redesigned to provide the best possible experience. The Actions Menu has expanded to include face sheets, scheduling, reports, readmission, and print functions. Manage Insurers, Info Release, and External Contacts each now have their own dedicated interface.

Redesigned: Scheduler. We've updated the Scheduler to make navigation faster and more intuitive.

• Faster Performance: The schedule now loads significantly faster.
• Streamlined Toolbar: Reorganized controls and a revamped Schedule Preferences dialog.
• Smarter Resource Panel: Available via the first icon on the toolbar.
• Customizable Cell Height: Right-click the time scale at any time to adjust cell duration and height.

Redesigned: Staff Dashboard. We've updated the Staff Dashboard with cleaner layouts, smarter controls, and more flexibility when setting custom views.

Even More Redesigned Forms! The following items have also been redesigned to be lighter, faster, more intuitive, and more responsive: Manage Insurers, Maintenance Input Forms, and External Contacts.

Introducing: Patient Panel and Staff Panel Navigation. You are already used to using the left-hand System Panel to navigate the Portal. Now, you can use the enhanced right-hand Patient Panel to navigate all patient-specific forms. From any patient form, you can click an icon on the Patient Panel and surf through their Appointments, Completed Paperwork, Related Documents, Staff Assignments, and more. When reviewing a staff-related form, the right-hand Panel becomes the Staff Panel and allows you to easily navigate staff records.

The new right-hand Patient Panel functionality replaces the patient retention selection you're used to seeing when navigating through forms and features in the left-hand System Panel, making it easier and more intuitive to navigate to the patient's records all from one place.

Presence Indicators: See Users Accessing the Same Record. You'll now see avatars on the top left of the screen that represent other users who are viewing or editing the same record. These notifications help prevent accidental overwrites and duplicate work, and improve coordination when multiple staff members are involved in a patient's care. This feature was formerly in beta testing and is now available to all organizations.

Staff Completed Paperwork. Similar to a patient's completed paperwork, you can now easily track staff documentation in one place. See at a glance which staff forms have been completed for a staff member, as well as which patient forms a given staff member has completed. Thank you to our partners in Pennsylvania for the suggestion!

Available in Staff Portal: Tab Order and Visibility. When building forms in the Staff Portal, you can update the order of your tabs and set conditional tab visibility. Find this feature in the Utilities menu.

Available in Staff Portal: Fee Estimation Utility. Estimate the fee and copay based on various scenarios. The Fee Estimation utility is available from the Patient menu (as well as the Patient Panel and Global Search).

Enhanced: Correct/Resubmit ERA Line Item.

The Correct/Resubmit process from the 835 screen has been enhanced to provide more control when correcting a claim, including:

• You can now optionally apply the payment when correcting a claim.
• The corrected claim will be automatically set to Queued status.

Note: This feature requires the Resubmission tab on the Insurer Plan to be enabled and configured.

Bulk Eligibility Verification.

Bulk Insurance Eligibility Verification: Clicking "Verification Actions" on the bulk version of IEV will display a new consolidated IEV window that allows users to customize their IEV checks, giving more flexibility over the patients to run verifications for.

Note: These enhancements are available only in Staff Portal.

Insurance Authorization Packages: Support for Multiple Payors. When configuring Insurance Authorization Packages, you will now have the ability to indicate one or more additional payors. You will see a new setting for "Payor Validation" with options for:

• Always create authorization (the default selection, and what matches current functionality)
• Validate for current coverage (the authorization will only be created if the payor is an active payor for the patient as of the current date)
• Validate for current or future coverage (the authorization will only be created if the payor is an active payor for the patient as of the current date or at any time in the future-dated coverage record)

Eligibility Verification Display Enhancements. The eligibility verification review form shows two new columns in the top grid for:

• Policy/Member ID Number: The client's Policy/Member ID Number that was used at the time of the IEV request
• Other or Additional Payor: This contains one of the following values:
• Yes: Covered or Non-Covered result with an Eligibility/Benefit Information value of "Other or Additional Payor" in the bottom Response grid.
• No: Covered or Non-Covered result with items in the bottom Response grid but not an Eligibility/Benefit Information value of "Other or Additional Payor".
• Unknown: Covered, Non-Covered, or Error result without any items in the bottom Response grid.

Now Supported: Credit Card Payments in Kiosk Mode. For clinics using the credit card integration, patients can now settle balances and copays directly at check-in using Kiosk Mode. When a patient chooses to pay from the kiosk, they are directed to the payment page, where the secure card entry form loads automatically.

If you don't currently accept credit card payments or use a kiosk for check-in but are interested, let us know!

New to Patient Lookup: New Filters and Cell Phone Column. Based on feedback from our partner clinics, we've added Patient Lookup filters for Patient Email, Intake By, Intake Clinician, and Follow-up Clinician (which will additionally show on the grid, if selected as a filter). You'll also see that the lookup results now display a Cell Phone column.

New Dashboard Widget for Front Desk Staff: Schedule - Clinic. You can now display a clinic-wide schedule on your dashboard. This widget may be useful to users with scheduling or leadership responsibility.

Available in Staff Portal: Legacy Stock Compliance Module. Some long-time ClinicTracker customers may still use our Legacy Compliance module instead of Workflow Builder. These teams can now access this Compliance module in the Staff Portal.

Available in Staff Portal: Failed ePrescriptions. Staff Portal now includes the same failed prescription notification as available on the desktop version. An alert will automatically pop up on the screen listing any failed prescriptions for the user that were not able to be delivered to the pharmacy.

More Stock Forms Available in Staff Portal. More Stock Forms, formerly only available on the desktop version, are now also available on the Staff Portal: Referral Progress Report, Change of Diagnosis, ASAM Level of Care, CD Assessment Information, Physical Health Inventory, and more.

Active ePrescribing Problems, Allergies and Medications now update their status automatically once their end dates pass. A new nightly automation checks ePrescribing Problems, Allergies, and Medications that are still marked Active, and updates their status once the relevant date has passed. For example, a Medication would become Inactive after its Stop Date. This process runs nightly for clinics with ePrescribing enabled.

Record navigation.

When accessing a record from a list of records, the Record Info panel in the top left corner has two new features.

• It will show "#X of Y". This will show the position of the current record within the list of records you came from.
• Previous and next arrows allow you to navigate within the list of records, without returning to the previous screen.

New Display Options for List Boxes.

Custom Forms built in the Staff Portal can now display List Boxes in two ways. When configuring a List Box, you can use a new "Display Type" property to choose how the list options appear on-screen:

• Dropdown (Default): Displays a single selection box with built-in search functionality, letting users search for and select multiple items.

• Radio Button: Displays all options directly on-screen so users can select items without opening a menu or searching. This is ideal for short lists where it is helpful to see all options.

Billing Location Override Enhancements. While previously you could only indicate which clinicians were included in a rule, a new checkbox now allows you to exclude specific clinicians, making the rule relevant for all other clinicians.