Release Notes

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.
Note: This feature will be rolled out in stages over the coming weeks. Contact us if you'd like to participate in the early release program.

Improved Favorite Views. Your Favorite Views are now available directly from data tables, making it quicker to access the filtered lists you use most. You can also create, edit, manage, and set default Favorite Views for yourself or the whole team (administrators only), without leaving the lookup screen.

Graph Builder is now available in Staff Portal. The feature previously known as Custom Form Graphing has been renamed Graph Builder and is now available in Staff Portal with the same capabilities. You will find Graph Builder within the Reporting menu.

Require Diagnosis to Lock Appointments The current "Require Diagnosis for Saving" option prevents users from saving an appointment without a diagnosis. A new "Require Diagnosis to Lock a Record" option is also now available, allowing users to save an appointment without a diagnosis while requiring a diagnosis before the record can be locked. Both settings are available under ClinicTracker Options > Preferences > Patient Contacts Form Settings.

Prevent Duplicate CPT Codes on an Appointment The existing "Don't Allow Duplicate Services" option prevents users from saving an appointment which includes the same service entry multiple times (within the Primary Service or Add-on Services). A new "Don't Allow Duplicate CPT Codes" option is now available that offers a similar restriction but based on a matching CPT Code (even if they are not identical entries as defined in the Service Input maintenance menu).

Improvements to Data Tables. Data tables throughout Staff Portal now support resizable columns (drag the column edge) and sortable columns (click the column header), making it easier to view and organize information. You can also hold the shift key and click additional column headers to sort by multiple columns. You will also notice that the header row will stay in view, even as you scroll down the list.

Stock Forms Available in the Staff Portal Several "Stock Forms" have been added to the ClinicTracker Staff Portal. The following forms are now available through the Paperwork menu:

• Urine Screen/Breathalyzer
• Behavioral Health Assessment
• Placement Criteria Checklist
• Chemical Dependence Discharge Plan
• Chemical Dependence Screening Tools (AIMS, CAGE-AID, CRAFFT, CRAUD, DALI, and SATS)

Available in Staff Portal: Add Addendum. You can now create an Addendum from the Locked Record menu on Custom Forms, allowing you to document updates while preserving the original locked record.

New Document Viewers for Related Documents. New options to View C-CDA/CDA/CCR have been added to the More Actions menu within Related Documents, allowing you to quickly view imported clinical documents using standardized healthcare formats.

Now Available in Staff Portal: Google Maps Integration. This integration is available within the Staff Portal Schedule.

Default Credit Card Terminals. Users now have the ability to set and unset a default Basys terminal when making credit card payments in Staff Portal. This is helpful when there are multiple credit card terminals in use across your agency.

Current Time Indicator. The Staff Portal Schedule will now have a line on the left side of the calendar to indicate the current time.

View Contact Information on Scheduled Events. A new "Display Contact Info" option has been added to the right-click menu for events on the Staff Portal Scheduler, making it easier to quickly view a scheduled contact's information.

Available in Staff Portal: Contracted Clinical Hours Tracking The Contracted Clinical Hours Tracking form is now available in the ClinicTracker Staff Portal and can be accessed through the Staff menu.