Release Notes

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Update #788
Released: 11/21/2016
Version: 8.01.003
Details
Module
Type

IMPORTANT NOTE:
Any item marked with a ** is only available in the new version 8.1. Please see http://help.clinictracker.com/clinictracker-new-version for more information about this important upgrade.
Misc
New Feature

** We added a setting to the Secondary Claims tab of BillingTracker's Insurer Plan setup form for: Suppress Claim Adjudication Date (DTP*573) in Loop 2330B.
BillingTracker
Minor Update

We added a way to force ClinicTracker to only use mouse input for signatures, even if your system has been configured to accept input from both a mouse and a Topaz signature tablet.
Access the file located at %UserProfile%\ClinicTrackerOptions.ini and add an entry in the [Main] section as follows:
SignatureTabletDisableCheck=1 If you enable this option, the system will always use the mouse, even if it detects an attached tablet.
eForms
Minor Update

When you create a manual claim in BillingTracker, you will now receive a prompt that allows you to assign the balance either to the patient (the prior default) or the primary payor.
BillingTracker
Minor Update

The notes entered on a Release of Information entry within the Demographics form will now display on the printed output for the detailed Release of Information record.
ClinicTracker
Minor Update

You will find that the 835 module displays results much faster than before.
ERA (835)
Misc

We fixed an issue with the new Clear Balance Assignment feature from the Mismatched Claims form. It now works correctly when processing multiple items simultaneously.
Misc
Misc

** We added a new feature to the Mismatched Claims form that lets you identify and correct the situation in which a claim has no balance assignment, but does have offsetting active transactions.
BillingTracker
Minor Update

** We updated the FTP utility to let you pick a pre-stored transmission type from a dropdown. Before you had to enter it manually or access it from the Electronic Claim Transmission setup form.
BillingTracker
Minor Update

** We added a button to the bottom right corner of each Insurance section within the Demographics form. It terminates insurance coverage by clearing the fields and storing the cleared information in the notes tab.
Demographic Form
Minor Update

** We have a new feature that makes Custom Reports more interactive. You can access it by adding a patient name field (from the Patient Demographics data source) to your report. You can right-click or double-click that field to view navigation options for that patient.
Report Builder
New Feature

We added a "Download/Delete File" button to the FTP utility that will download the file from the remote server to your local machine. It then deletes the file off the remote server in a single step.
BillingTracker
Minor Update

We adjusted the signature block on the Incident Report Form to respect custom labeling of "Clinician" and "Supervisor."
ClinicTracker
Minor Update

** We added support for Remittance Advice Remark Codes (MOA loop 2320). You can enter this information via the Additional Info button from the Claim Details screen.
BillingTracker
New Feature

** We added a field to: BillingTracker -> File -> Setup -> Insurer Plans -> EClaim Options tab for "Institutional Patient Status." Although the default for this field had been 30, you can now adjust it.
BillingTracker
Minor Update

** We added an option to the utility at: ClinicTracker -> Reports -> Admin -> Mismatched Insurance Authorizations. It limits the results to only appointments you have not yet transitioned to BillingTracker. In addition, we added a column at the end of the display grid to show the associated claim number.
Insurance Authorizations
Minor Update

When you use the Bulk Balance Transfer form, you'll see a new prompt that lets you select between the new transactions having a status of Queued (the prior default) or Pending.
BillingTracker
Minor Update

** We added a setting to the BillingTracker Options form in the Transition Prompts section. If you enable it, you will get a prompt when you transition claims if there is another appointment for the same patient, date, and primary insurer.
BillingTracker
New Feature

** We added Schedule Event Type to the list of ClinicTracker's Maintenance Reports.
ClinicTracker Reporting
Minor Update

** We added the Signature Request feature to the Actions menu and toolbar of the Physical Health Inventory Form.
ClinicTracker
Minor Update

** When the system displays a warning about insurance requalification information, it will now show the specific payor name so you know which one generated the prompt.
ClinicTracker
Minor Update

To prevent some claim rejections, the system now automatically trims leading and trailing spaces in the patient's first/last name, Client ID, and authorization code.
BillingTracker
Minor Update

** When you set bulk schedule permissions, you will now see an entry that allows you to select multiple locations, rather than one or all.
Scheduler
New Feature

When you create a new insurer, the system will now default to the 2/12 (rather than the 08/05) version of the CMS-1500 form.
BillingTracker
Minor Update

** We have merged ClinicTracker and BillingTracker into a single application such that you will only see the ClinicTracker icon on your desktop. After clicking on it, you can then choose which application you want to open first. Assuming you have access to both systems, you can also navigate freely between ClinicTracker and BillingTracker features.
Misc
New Feature

** We greatly increased the speed at which custom forms load and switch tabs.
Form Builder
Minor Update

** We added a field for Alias on the Demographic form where you can record a nickname or maiden name. You can search for the alias in the Advanced Find form.
ClinicTracker
New Feature

** We changed the color coding of entries on the Info Releases tab of the Demographic form. Entries without an expiration date (or which are set to expire upon discharge) will now display in blue, not red.
Demographic Form
Minor Update

** We added a new security setting called, "Restrict to My Records" in the User Responsibilities tab of Staff info. It limits access and batch-printing to only those records that the user either created or is listed as the clinician or supervisor.
ClinicTracker
New Feature

We fixed an issue with how the footer displayed on certain system-designed custom forms.
Form Builder
Fix

** We adjusted the guardian information section on the Parent/Guardian tab of the Demographics form to accommodate additional phone and email contact information.
Demographic Form
Minor Update

** To improve navigation around the system, you can now press the Control key prior to clicking on the navigation menu if you want to keep a current form open on screen even after you open a new form. For example, if you have the Demographic form open, you can now navigate to Patient Contacts without closing the Demographic form.
ClinicTracker
New Feature

** You can now select any printer to print reports, not just the system default.
ClinicTracker Reporting
New Feature

** The Navigation menu within ClinicTracker's Insurance Input form has a new option that lets you access billing settings for the selected insurer.
BillingTracker
Minor Update

** We added a new setting to: BillingTracker -> File -> Setup -> Configure Statements named "Display Non-Balance-Affecting Adjustments". If you enable this feature, these adjustments will display on patient and insurer statements.
BillingTracker
New Feature

** To be more descriptive, we changed "Manage Accounts" to "Billing Account." We have also integrated this form into the Navigation menu so you can navigate to and away from the Billing Account form.
Misc
New Feature

** We split the report at: BillingTracker -> Reports -> Claims -> Claim Details by Clinician into two separate versions, one for Billing Clinician and the other for Rendering Clinician.
BillingTracker Reporting
Minor Update

** We added the ability to attach files to a claim using the Billing Note function in the Billing Account form. This feature is useful when an insurer requests that you attach supplemental documentation to a paper claim.
BillingTracker
New Feature

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