Release Notes

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Update #835
Released: 04/22/2017
Version: 8.01.056
Details
Module
Type

We greatly improved the speed at which you can run and design Custom Reports based on the Patient Demographic views.
Report Builder
Minor Update

Form Builder has a powerful new feature that lets you display summary information for Repeating Lists and Grid Views. You can use and display them within formulas. For example, if you have a repeating list with numeric entries, you will see options for calculating a Sum, Minimum, Maximum, Average and Concatenation. This feature is available for textboxes, dropdown menus, date pickers, time pickers, and checkboxes. As you might expect, not all summary operations are available for all field types (e.g., a date field will allow for a Minimum and Maximum, but not a Sum).
Form Builder
New Feature

The maximum length for user passwords was increased from 15 to 20 characters.
Misc
Misc

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Update #834
Released: 04/17/2017
Version: 8.01.056
Details
Module
Type

Note: We incorporated all changes from update 833 into this update.
Demographic Form
Fix

"My Scheduled Events" is now labeled "My Schedule" on the Staff Dashboard.
ClinicTracker
Minor Update

The "My Appointments" widget now shows both Individual and Group appointments. A new dropdown menu lets you filter among All, Individual, and Group appointments.
ClinicTracker
New Feature

You will find a new refresh button in the Service section of Claim Details. It reloads services you've entered in the linked Appointment, in case they changed post-transition. The system adds them with the default service pricing.
BillingTracker
Minor Update

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Update #833
Released: 04/15/2017
Version: 8.01.054
Details
Module
Type

Due to a new payor edit, professional claims now require a service description to be included in SV101-7 of the Service Loop (2400) for non-specific service codes (e.g., G9012). To enable this feature, click the "Description on EClaims" checkbox in the Service Input form.
BillingTracker
New Feature

If you want to set a Related Document as a patient's photo, go to: Actions -> Set as Personal Image. The photo will display on the Patient Dashboard.
ClinicTracker
Minor Update

We added a field for "Claim Revision" to BillingTracker's Additional Info section of Claim Details. Select a revision (a-j) and the system will append it to the end of the claim number on outgoing electronic claims. Use this feature when a payor requires a unique claim number for a resubmission.
BillingTracker
New Feature

We added a report named "AIMS Testing" to the Patient Reports menu.
ClinicTracker Reporting
New Feature

The ERA split payment screen now lets you split a payment such that the original payment line receives a $0 balance. This option helps when the adjustments apply to one claim and the payments apply to another.
ERA (835)
Minor Update

You can now remove Protected Health Information when you synchronize your ClinicTracker schedule with external applications such as Outlook. If you contact us to enable this feature, you’ll see "ClinicTracker Event" in place of the original event description.
Scheduler
New Feature

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Update #832
Released: 04/08/2017
Version: 8.01.053
Details
Module
Type

We made changes to the Oregon State export routine to support the FY2017 specifications.
Misc
Misc

We made changes to the Washington State export routine to support the FY2017 specifications.
Misc
Misc

The system can now store a staff member's time zone (go to: Staff Info -> Additional Options tab -> Scheduler Settings).
Scheduler
Minor Update

We added a field to the Scheduler Permissions screen to collect a Scheduling Priority. When you use the Find Available Appointment feature, the system will sort the results from highest to lowest priority.
Scheduler
New Feature

We added a field to the Scheduler Work Hours settings form named: Limit Search Results Per Timeslot. When you use the Find Available Appointment feature, the system will limit the results displayed to the specified number of openings per timeslot. Used in conjunction with the Scheduling Priority feature mentioned above, you can now ensure that certain staff are more likely to be selected for an available appointment when searching within ClinicTracker or the Patient Portal.
Scheduler
New Feature

ClinicTracker can now record a patient's time zone (go to: Demographic form -> Outside Provider tab).
Scheduler
New Feature

We added enhanced search features to Report Builder. In addition to the existing F2 search feature on the Report Source dropdown, you will now see a button labeled "Search by Field Name." It will open a form that lets you search for both table and field names. Once you have selected your Report Source, a new search box just above the list of fields will allow you to easily search for a specific item.
Report Builder
New Feature

The Patient Portal prevents patients from making any further changes once they submit a form. If you want a patient to add additional information, check the new "Request Patient Resubmit Form" checkbox on the Patient Portal Form Requests screen and save.
Patient Portal
New Feature

We made various enhancements to the Custom Form features within the Patient Portal.
Patient Portal
Minor Update

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Update #831
Released: 03/25/2017
Version: 8.01.052
Details
Module
Type

You can now set the font color when you configure fields in a Custom Form.
Form Builder
Fix

If the system displays a Conflict Warning screen when you are scheduling an appointment, you can now right-click to export a list of conflict details.
Scheduler
Minor Update

We implemented various other system improvements.
Misc
Misc

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