Release Notes

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Update #830
Released: 03/24/2017
Version: 8.01.051
Details
Module
Type

We implemented various improvements to the system.
Misc
Misc

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Update #829
Released: 03/22/2017
Version: 8.01.050
Details
Module
Type

We implemented various improvements to the system.
Misc
Misc

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Update #828
Released: 03/21/2017
Version: 8.01.049
Details
Module
Type

We corrected an issue affecting the Find Form at various locations throughout the program.
Misc
Fix

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Update #827
Released: 03/21/2017
Version: 8.01.048
Details
Module
Type

We implemented various improvements to the system.
Misc
Misc

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Update #826
Released: 03/19/2017
Version: 8.01.047
Details
Module
Type

You can now store a client's credit card information. At the bottom right corner of the credit card processing form you'll see options to save and delete card information, as well as load data from a previously-stored card.
Misc
New Feature

We implemented various improvements to the system.
Misc
Misc

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Update #825
Released: 03/16/2017
Version: 8.01.046
Details
Module
Type

We implemented various improvements to the system.
Misc
Misc

We adjusted how the system handles certain Fee Schedule rules when you transition appointments.
BillingTracker
Fix

We added PDF as a format for saving scanned files.
Related Documents
New Feature

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Update #824
Released: 03/15/2017
Version: 8.01.045
Details
Module
Type

We added a find button next to the Family ID # field on the Intake tab of the Demographic form. Clicking this button will allow you to load the Family ID # from an existing patient.
Demographic Form
Minor Update

The message compose window will now properly close after a message is sent.
Messaging
Fix

We implemented various other improvements to the system.
Misc
Misc

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Update #823
Released: 03/12/2017
Version: 8.01.044
Details
Module
Type

We adjusted the rounding rules on the Fee Schedule and Reduced Fee Schedule forms.
Misc
Misc

External signatures on Information Releases will now print properly.
ClinicTracker
Fix

Some users reported that messages were appearing twice in the My Messages widget. We fixed the problem.
Messaging
Fix

We added a new setting to the Eligibility Verification Configuration form labeled, "Only Check Primary Payor For Event." If you select this option (which is the default setting), the only payor the system will select is the one listed on the scheduled event. If the scheduled event does not list a specific payor, the system will select only the patient’s primary payor. However, if you choose to disable this new option, the system will check all payors listed on the patient's demographic record.
Insurance Eligibility Verification
New Feature

We corrected an issue that prevented users from selecting the "Don't print if empty" setting when configuring a Custom Form Field.
Form Builder
Fix

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Update #822
Released: 03/05/2017
Version: 8.01.043
Details
Module
Type

We added a feature to the Authorization form in BillingTracker that makes it easier to update existing appointments or claims to reflect changes you make in the authorization code or revision numbers. If you make changes to those codes or numbers, the system will ask you if you want to update any appointments or claims. You will find this feature useful, for example, if you enter a placeholder value such as "Pending" as an authorization code while waiting for the insurer to approve the authorization. When you get the authorization, you can have the system automatically update any appointments you've recorded or claims which have been transitioned.
Insurance Authorizations
New Feature

When you delete a Group Appointment, the system will display a secondary prompt if there are linked individual appointments. You will be notified that the individual appointments will be retained, but will have their association back to the group record removed.
Group Appointments
Minor Update

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Update #821
Released: 03/03/2017
Version: 8.01.042
Details
Module
Type

We added support for scanning to .gif and .png file formats.
Related Documents
Minor Update

The staff name now displays correctly on the Personal Property form available at: Demographics -> Actions -> Personal Property.
ClinicTracker
Fix

We updated the Adjustment/Remark Codes to the latest version (published 3/1/17).
BillingTracker
Minor Update

We enhanced the Batched Claim Creation Module (BillingTracker -> Claim Creation -> Batched Claim Creation) so you can save and load favorite views. You will see a new dropdown menu as well as add/remove buttons at the bottom right corner of the form. Once you set values in the various controls, press the Add button and enter a name to save the configuration. You can then select that item from the dropdown at a later time to load all those values back to the form. Use the delete button to remove a saved entry.
BillingTracker
New Feature

We corrected an issue with Goal/Objective Progress fields on Standard and Free-Form Progress Notes.
ClinicTracker
Fix

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Update #820
Released: 03/01/2017
Version: 8.01.041
Details
Module
Type

When you scan a form into Related Documents, you'll see we replaced the file name input box with a new form that makes it easier to enter the file name and select the file type.
ClinicTracker
Minor Update

We corrected a rounding issue on the Foster Placement Activity form.
ClinicTracker
Fix

We corrected a rounding issue with Allowed Amount.
BillingTracker
Fix

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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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