Release Notes

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Update #819
Released: 02/26/2017
Version: 8.01.040
Details
Module
Type

We fixed a rounding issue on the Foster Placement Activity form.
Misc
Misc

Output from Treatment Plans will now display properly.
Misc
Misc

We have made sure the loading screen will always disappear after you log in.
Misc
Misc

When you collect credit card payments from a patient, the patient's email address will now automatically appear in the form.
Credit Card Integration
Fix

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Update #818
Released: 02/23/2017
Version: 8.01.039
Details
Module
Type

General improvements.
Misc
Misc

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Update #817
Released: 02/21/2017
Version: 8.01.038
Details
Module
Type

We have resolved all issues related to Scheduler stability. In the process, we reversed all previous changes that suppressed color coding for availability and work-hours.
Scheduler
Fix

The user-configured footer will properly display on the output of Custom Forms.
Form Builder
Fix

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Update #816
Released: 02/17/2017
Version: 8.01.037
Details
Module
Type

Normally the system defaults to the most recent Treatment Phase whenever you select a patient. In some cases, though, administrators want the system to select the Treatment Phase that fits the staff member's permissions in regard to Patient Group and Place of Service. We therefore added a new setting to the Security tab of the Options form named: Check For Accessible Phase on Patient Access.
ClinicTracker
New Feature

We corrected an issue with the ERA form that affected certain customers.
ERA (835)
Fix

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Update #815
Released: 02/16/2017
Version: 8.01.036
Details
Module
Type

In the prior update (#814) we described a new format for batch-creating patient statements whereby all the statements would print out in a single report rather than individual ones. We further refined that method by having the statements first print to screen. In this way you have the option of formatting the statements for double-sided printing (by inserting blank pages where necessary). You will also have access to a printer dialogue rather than the statements going automatically to the default printer.
BillingTracker
New Feature

General improvements.
Misc
Misc

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Update #814
Released: 02/15/2017
Version: 8.01.035
Details
Module
Type

The Auto-Apply buttons on the Manual Payment screens will now function properly, even when there is only a single claim displayed.
BillingTracker
Fix

We added two fields to the Appointments data source for "IsTransitioned" and "TransitionDate." They indicate if and when a claim transitioned to BillingTracker.
Report Builder
Minor Update

You will find that the system performs better when you ask it to display or print statements for multiple patients. The reason for the improvement is that the statements will now display/print in a single report rather than several individual ones.
BillingTracker
New Feature

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Update #813
Released: 02/14/2017
Version: 8.01.034
Details
Module
Type

We corrected an issue with applying Authorization Packages and Master Packages.
ClinicTracker
Fix

We added a section for Diagnosis to the feature at: About -> Admin Config -> Appointment Save Restrictions. You can now prevent a user from saving an appointment if it has a specific combination of a provider's credentials with a patient's diagnosis. It also will block saving the appointment if it has a specific combination of insurance plan with a patient's diagnosis. This option is therefore another way to make sure users can only save appointments that are billable.
ClinicTracker
New Feature

General improvements.
Misc
Misc

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Update #812
Released: 02/12/2017
Version: 8.01.033
Details
Module
Type

We added a field for "ClaimAllowedAmount" to the report sources: "BT Aging" and "BT Claim Detail By Insurer."
Report Builder
Minor Update

We added two new fields to the Patient Demographics report sources: AssignedBalance_PatientOnly and AssignedBalance_PatientAndPayors
Report Builder
Minor Update

We adjusted the Select Expert to avoid prompting you to re-enter parameters when choosing your selection criteria.
ClinicTracker Reporting
Fix

The new setting at: Scheduler -> Calendar -> Show Colors/Styles will no longer disable the Event Preview feature.
Scheduler
Minor Update

We added stability improvements to the Scheduler.
Scheduler
Fix

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Update #811
Released: 02/10/2017
Version: 8.01.032
Details
Module
Type

The instance name (the description you have configured on your login screen) will now display on the title bar of the main ClinicTracker and BillingTracker screens. It will help you distinguish between multiple versions of ClinicTracker you may be running simultaneously. Note: This change will only take effect if you have more than one instance configured on your login screen.
Misc
Minor Update

We added a fourth grouping option for "Rendering Clinician/Patient" to the report at: BillingTracker -> Claims -> Claims and Balances.
BillingTracker Reporting
Minor Update

We added a setting to the Options form -> Formats Tab -> Progress Notes section named: Prevent Diagnosis on Output. It will prevent the system from exporting diagnosis information to Progress Notes.
Options Form
New Feature

We corrected an issue with filtering Scheduler reports by date range.
Scheduler
Fix

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Update #810
Released: 02/09/2017
Version: 8.01.031
Details
Module
Type

General fixes and improvements.
Misc
Fix

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Update #809
Released: 02/08/2017
Version: 8.01.030
Details
Module
Type

We added stability improvements to the Scheduler.
Scheduler
Fix

If you are experiencing any slowness/performance problems with the Scheduler, toggle the setting at: Scheduler -> Calendar -> Show Colors/Styles or press F6 on your keyboard. Disabling color/styles will make it so the Scheduler will not color code sections related to availability and work hours nor display the Event Preview window or status bar updates. However, removing color-coding will improve performance. You only have to make this change one time because the system will retain the setting.
Scheduler
Misc

Based on user feedback, we decided to remove the new feature that displayed the popup menu if you single-left clicked on a scheduled event.
Scheduler
Misc

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Update #808
Released: 02/05/2017
Version: 8.01.029
Details
Module
Type

We added a setting to BillingTracker's Options form in the "Display on Payment Receipts" section that will let you hide Credit Balance information.
BillingTracker Reporting
Minor Update

We added three new fields to the Group Appointment form that let you record the names of additional staff who might have participated. These fields are also accessible in Report Builder via the report source: qGroupAppointment.
Group Appointments
New Feature

We adjusted the ERA import form to ensure the system would only import checked items.
ERA (835)
Fix

We updated the integration with Topaz signature tablets to properly display graphics on the LCD screen.
eForms
Fix

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Update #807
Released: 02/01/2017
Version: 8.01.028
Details
Module
Type

We updated the Batch Claim Creation feature so you can select only those patients with a certain duration of clinical contact over a date range (whether that contact involves an appointment, a collateral contact, or a combination of those two activities).
BillingTracker
New Feature

When you print documentation, the system will ask if you want to use the default printer settings or select different ones. If you choose the default option, the system will automatically print the document. Responding with 'No' brings up the printer dialogue menu. Users who connect with Remote Desktop will find that choosing the default option speeds up printing considerably.
ClinicTracker
Minor Update

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Update #806
Released: 01/30/2017
Version: 8.01.027
Details
Module
Type

We made adjustments so the cursor will always default to the right position on the popup menu when clicking an event on the Scheduler.
Scheduler
Minor Update

The Advanced Find Form will work properly when you access it via RemoteApp.
ClinicTracker
Fix

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Update #805
Released: 01/29/2017
Version: 8.01.026
Details
Module
Type

We added a setting in the Admin tab of the Options form labeled, "Check-In Prompts for Copay Collection." If you select this option, the system will ask if you want to display the copay collection form whenever you check in a patient (anywhere throughout the system).
Scheduler
Minor Update

Single left clicking an event on the Scheduler will display the context menu, thereby providing access to all the available options.
Scheduler
Minor Update

We adjusted the Select Expert to avoid prompting you to re-enter parameters when choosing your selection criteria.
BillingTracker Reporting
Fix

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