New Way to Record an Authorization Code on an Appointment
Some insurance plans allow a certain number of visits prior to requiring a pre-authorization. To help you track this allowance, we've added a way to record an Authorization Code on an appointment without transitioning that code through to BillingTracker where they would appear on claim files. Click the new N/A checkbox above the Authorization Code field on the Insurance Authorization form to record such an authorization.
Set Read/Unread Status for Signature Requests
You now have the ability to set a read/unread status for Signature Requests and Scheduler Notifications (if enabled). This feature will help you manage items that still require follow-up. You can set the read status on both the main Messaging System as well as the My Messages widget.
Save Messages as Drafts
Now you can save messages as drafts for those times you want to store your text because you're not ready to send it. When composing a message, click the Save As Draft button, or go to: File -> Save As Draft. The message will be saved to a new Drafts folder in your Message Board.
Pre-store Service and Add-On Codes
We developed a new feature that makes it easier to work with Service Add-On codes. In essence, you can pre-store combinations of Service and Add-On codes so you don't have to enter them individually each time. For example, you might create a combination called "Psychotherapy 30 Interactive" that automatically enters the Psychotherapy Service code with two Add-On codes to reflect a session duration of 30 minutes along with Interactive Complexity. You can configure these pre-stored code combinations at: Maintenance -> Service With Add-On Codes. The next time you record an appointment, you will see a Find icon to the right of the Service drop-down that allows you to select the pre-stored combination.
County of Financial Responsibility
Since patients may have different fee schedules for various services based on their county, we added County of Financial Responsibility to the Fee Schedule utility in BillingTracker.
Add Tags to Common Phrases
We have added the ability to add Tags to your Common Phrases. Tags are simple descriptive words that make it easier to categorize and search for phrases. For example, if you have certain phrases that apply primarily to Progress Notes and others that apply primarily to Treatment Plans, you could setup 'Progress Notes' and 'Treatment Plan' as tags by entering them in the Tags textbox before pressing the Add To List button. The Search String box will now search both the Phrases and the Tags. We have also extended this search box from a textbox to a drop-down box which will enable you to scroll through the list of tags you have configured.
Global Common Phrases feature
We added a new Global Common Phrases feature that you can configure through the Maintenance menu (search for 'Common Phrases'). This list can be populated by administrative staff and will then be available for any user to search when accessing the Common Phrases form. Two new checkboxes will allow you to search your personal list, the global list, or both.
Create Groups of eForms
By going to: About -> Admin Config -> eForms -> Form Group Setup, you can create groups of eForms for patients to complete. After you configure the eForm group, the system will administer those forms to patients sequentially. As a reminder, you instruct ClinicTracker to present forms by going to: Paperwork -> Utilities -> eForms.
Export Paperwork Directly to PDF Format
You can now export any paperwork directly to PDF format. See the Save As PDF option in any of the Print menus. Note: This feature requires Microsoft Word version 2007 or higher.