Release Notes

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Update #844
Released: 05/22/2017
Version: 8.01.065
Details
Module
Type

We fixed an issue with scanning into Related Documents. Please also see release notes from update #842.
Related Documents
Fix

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Update #842
Released: 05/19/2017
Version: 8.01.063
Details
Module
Type

We added an "Omit" checkbox to the form at: BillingTracker -> File -> Setup -> Revenue Code Setup. It lets the system know not to expect a Revenue Code. However, you still can set other properties, such as Displaying a CPT code on the claim.
BillingTracker
Minor Update

When you configure a field with numeric validation, you can now use a new dropdown to select the number of decimals you want to store and display.
Form Builder
New Feature

We implemented various stability and performance enhancements.
Misc
Misc

ClinicTracker has had a feature that lets you send a Custom Form to a patient via the Patient Portal. The provider could then add to that form upon its return. This feature was helpful for sending out admission packets and Patient Rights and Responsibilities forms for completion. We have expanded the power of this collaboration tool. Now the Provider can partially complete a Custom Form, save it as a record, and then send that record to the patient to finish. This capability means you can partially complete forms like Safety Plans and send them out to the patient to add a signature or additional information. You have two options for sending a saved record to the Patient Portal for completion: 1) display the previously-created paperwork record on-screen, then choose Actions -> Request Patient Complete Form; or 2) go to the Patient Portal Form Request screen (Patients -> Patient Dashboard -> Patient Portal -> Configure Account -> Patient Portal Form Request). When you select the Form Name, you will see a new dropdown for Version. In it is an option for creating a "-New Form-" (the prior method) as well as a listing of previously saved record dates (the new feature).
Patient Portal
New Feature

The Related Documents entry will show properly in the Navigation menu in all scenarios.
ClinicTracker
Fix

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Update #841
Released: 05/15/2017
Version: 8.01.062
Details
Module
Type

We corrected a problem when loading the Balance Assignment form.
BillingTracker
Fix

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Update #840
Released: 05/12/2017
Version: 8.01.061
Details
Module
Type

We resolved an error message regarding a "Disposed Form" that had popped up intermittently.
ClinicTracker
Fix

We implemented various stability and performance enhancements.
Misc
Misc

The Message Board will now consistently poll for new messages.
Messaging
Fix

When patients view upcoming appointments or schedule future ones through the Patient Portal, the times listed will be according to their own time zone. This feature benefits agencies (like those offering telepsychiatry) that schedule patients nationwide.
Patient Portal
New Feature

When staff use the Staff Portal to schedule events, the system will display all times in the provider's particular time zone, not the agency's.
Patient Portal
New Feature

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Update #839
Released: 05/06/2017
Version: 8.01.060
Details
Module
Type

We implemented various stability and performance enhancements.
Misc
Misc

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Update #838
Released: 05/01/2017
Version: 8.01.058
Details
Module
Type

We corrected a display issue with text fields within Custom Forms.
Form Builder
Fix

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Update #837
Released: 05/01/2017
Version: 8.01.058
Details
Module
Type

We added the Payer Claim Control Number (CLP-07) to the ERA grid.
ERA (835)
Minor Update

When the claim date from the ERA file does not match the selected claim date, the system will color that line in purple.
ERA (835)
Minor Update

You will see a new button on the Billing Note form labeled "Message". Press it to compose an internal message that includes both the note content as well as a link back to the associated claim within the patient's Billing Account.
BillingTracker
New Feature

The "Don't Print" property on Custom Forms excludes a particular field from being printed out. You can temporarily override this feature (and print all fields) by holding down the Control key on your keyboard when you are selecting print options.
Form Builder
New Feature

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