February 2016 - 2nd Release

Written By Felicia Conner ()

Updated at March 16th, 2020

• Updated the claims submit method, direct service import, to count number of clients in a group from claims instead of appointments. This will only effect agencies that use this submit method.
• The flag “NumberDaysBetweenUpdatePrint” was updated to accept values larger than 255. This flag sets the number of days that action of dragging a client to show in the client appointment list waits to show the Client Update report.
• Adjusted the add process on the staff master and staff group note audit tabs to display more accurately when adding a new matrix. Previously, the window was not refreshing properly.

• The Options tab of the Guarantor Maintenance window (accessed via billing-maintenanceguarantor) has been updated to allow users to clear a selection using the Delete key on the keyboard.
• A "New Patient" dropdown field has been added to the Service Type Maintenance window. This field is a Meaningful Use Report field that has been added as a part of future development around Meaningful Use reporting. This field should not be used until further development has been completed and agencies have been notified.

• In order to display a more accurate clinical record the Client program and Client status forms were adjusted to show sub-programs for clients even if the sup-program has been expired in the Program Maintenance window.
• Corrected issue caused by multiple error messages when saving a progress note with the place of service not filled out.
• In the service type maintenance window, moved the Alerts tab to the other tab as a sub tab. This is a change from the previous format of the window to support further development.

• Adjusted weekly therapist schedule report (accessed from scheduler-reports-weekly therapist schedule), as in some instances, duplicates were shown. • Modified progress note to allow notes that were created on the date entered into the flag “UseMulitipleCodeEffDate”, so they can be signed. • Changed the progress note reviewer process so that it doesn’t give the error “The client cannot be rejected by staff” incorrectly. • Added client name, client id, print date and packet date to the footer on reports created by forms that were created by Agency form builder. • Modified claims submit processes to always use ICD-10 diagnosis over DSM-5 in claims file.

• Updated export data from the Claim Search to include ICD-10 or DSM-5 diagnosis. Access this report by clicking on Billing-Claims Search, then complete the search criteria. Click the search button and in the results window click Print claims button, then select Excel Spreadsheet (All) in dropdown. You can then pick the fields you want exported into excel.
• Adjusted process for creating CCA/CDA processes so that they generates reports correctly.
• Adjusted report In Billing-Meaningful Use-Meaningful Use Reporting when you select All staff view so that it doesn’t occasionally report false errors.

http://www.claimtrak.com/ClientPortal/portal_documents/Customer%20Communications/patch%2010.16.04-05%20External.pdf

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