Release Notes

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Update #799
Released: 01/17/2017
Version: 8.01.020
Details
Module
Type

You will see that the Report Builder loads much faster whenever you access it.
Report Builder
Minor Update

You can now enter decimals for Contracted Clinical Hours.
Staff Info
Fix

On the manual payment entry screens we changed the default adjustment group/reason from OA-2 to CO-45, as it was determined to be the most common adjustment type.
BillingTracker
Minor Update

We upgraded a 3rd party component used for the Scheduler so that we could eliminate some sporadic problems with stability.
Scheduler
New Feature

We significantly increased the speed at which the Scheduler loads.
Scheduler
Minor Update

We added a new configuration form at: BillingTracker -> File -> Setup -> Billing Location Type Override Rule. This utility will allow you to define a series of factors that will change the value of CLM05-1 from the default value set in the Building Input form. When creating electronic claims, the system will search for a matching override rule to apply. The claim processing log will indicate if the system did actually apply an override.
BillingTracker
New Feature

Printing a large number of statements or paper claims should now work properly without generating an error.
BillingTracker Reporting
Fix

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Update #798
Released: 01/13/2017
Version: 8.01.019
Details
Module
Type

We made significant enhancements to the manual patient and insurance payment screens. Both these forms should load much faster than they did previously. In addition, the on-hold feature described here which was previously only available using a right-click menu, now has its own column to make the status easier to view and adjust.
BillingTracker
New Feature

The system will now properly set the status (i.e., queued or pending) after you adjust the balance assignment, based on the setting "Default Status for Transactions After Balance Assignment" configured in the BillingTracker Options form.
BillingTracker
Fix

Various general improvements based on user feedback.
ClinicTracker
Misc

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Update #796
Released: 01/11/2017
Version: 8.01.017
Details
Module
Type

If you mouseover any entry in a checkbox list of Treatment Plan goals or objectives, you will now see all the text for that item as you hover over it. This feature is useful when the entry is too wide for the available space in the list.
ClinicTracker
Minor Update

You can now create a new insurance record through ClinicTracker without any problems arising.
ClinicTracker
Fix

Various general improvements based on user feedback.
ClinicTracker
Misc

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Update #794
Released: 01/10/2017
Version: 8.01.015
Details
Module
Type

The feature at File -> Copy from Other User now functions properly in all scenarios.
Staff Info
Fix

We added a column to the new ERA importing screen that will let you view the patient's insurance information.
ERA (835)
Minor Update

We corrected an issue with spell-checking of Free-Form progress notes.
ClinicTracker
Fix

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Update #792
Released: 01/08/2017
Version: 8.01.012
Details
Module
Type

Credit card payments post correctly now in all instances.
Credit Card Integration
Fix

We designed a new and more efficient interface you can use to load an 835 file into the ERA module. It shows you which entries on the ERA matched up correctly and which did not. Items that imported successfully will display in green with a checkmark in the first column. Mismatched items will show in white and have the reason listed in the second column. If the 835 file includes entries that are lacking a valid Line Item Control Number (which can be due to a payor error or a claim that was originally sent via a paper form), you will now see an "Include" checkbox that will allow them to be processed. Also, if the reason is a mismatched patient ID, you can click in the "Patient (CT)" column and use the record selector to manually match to a patient.
ERA (835)
New Feature

Regarding the ERA interface we mention in item #2, you will see an "Include" checkbox if your file contains an adjustment such as an interest payment. Checking this option will import the claim adjustment payment so you can apply it against the claim, like any other payment.
ERA (835)
New Feature

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Update #791
Released: 01/06/2017
Version: 8.01.011
Details
Module
Type

We corrected an issue with how data loaded into the Patient Dashboard.
ClinicTracker
Fix

We fixed how the date picker displays empty values when it includes a checkbox option.
Misc
Fix

Dates now format correctly on the Scheduler check-in screen.
Misc
Fix

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Update #790
Released: 01/05/2017
Version: 8.01.010
Details
Module
Type

We corrected an issue with page margins on paper claims not adjusting properly.
BillingTracker
Fix

We adjusted the width of the "Applied Amount" label at the bottom of the Payment History screen to accommodate larger amounts.
BillingTracker
Fix

The Recent Patient list now updates properly after you select a new patient.
ClinicTracker
Fix

We shortened the payment comment stored with adjustments imported from an 835 file. It will now use the format: Contractual Adjustment (CO-45).
BillingTracker
Minor Update

We improved the speed of previewing and printing messages in the Unified Messaging System. We also added options for Print Preview and a printer selection dialogue.
Messaging
Fix

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Update #789
Released: 12/20/2016
Version: 8.01.009
Details
Module
Type

IMPORTANT NOTE:
Any item marked with ** 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

** We added settings in the Preferences tab of the Options form to require "Date of Intake Appointment" and "Date of Contact for Appointment" on the Demographic form.
Demographic Form
Minor Update

** We added a Credential dropdown to the configuration form at: BillingTracker -> File -> Setup -> Transmission Type Override Rules. This means you can now adjust the Transmission Type based on the credential of the staff member.
BillingTracker
Minor Update

** We added a Credential dropdown to the configuration form at: BillingTracker -> File -> Setup -> Claim Format Override Rules. You can now adjust the Claim Format (paper, electronic, etc.) based on the credential of the staff member.
BillingTracker
Minor Update

** We added a setting to the Insurer Plan setup form in the UB-04 configuration section that will display the Billing Clinician's NPI in box 57.
BillingTracker
Minor Update

** We adjusted the credit card payment form so you can view and, if you want, edit the confirmation email the system will send.
Credit Card Integration
Minor Update

** When you view a linked individual appointment from the Group Appointment form, the system will display the Quick-View Pane just as if you had selected the patient from the Patient Find form.
ClinicTracker
Minor Update

** We added the ability to adjust the patient associated with a Master Payment so you can correct a payment recorded under the wrong patient. You can access this feature from the Payment History form by selecting a Master Payment record in the top list, choosing the Edit Payment Master option, then clicking the icon in the bottom right corner of the screen. Note that you cannot transfer a Master Payment record if there are any associated Payment Applications.
BillingTracker
New Feature

** The system will now prevent you from saving an appointment without a supervisor if the "Bill Under Supervisor" feature is enabled for the selected clinician.
ClinicTracker
Minor Update

** When you enable the Bill Under Supervisor flag on a Staff Info record, the system will ask if you would like to adjust any claims already transitioned for that staff member. If you choose "Yes" BillingTracker will identify any claims with the current staff member as the Billing Clinician and switch them to the Rendering Clinician. The Billing Clinician will be updated with the Supervisor on the associated Appointment record.
Staff Info
Minor Update

** The form at: BillingTracker -> File -> Settings -> Modifier Rules will now allow you to create rules with no modifiers entered. This enables you to create a generic rule that applies modifiers, and then a more specific one that overrides that rule without modifiers.
BillingTracker
Minor Update

** We added a Clear button above the Distribution column in the Patient and Insurance Payment forms which will remove any values entered in the distribution fields.
BillingTracker
Minor Update

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