Version 11.5.0 (March 24, 2014)

Office Therapy

• Enhancements/Changes
  1. Added the ability to print existing charges to the old HCFA 1500 08/05 or 02/12 format.  Current and new charges can still be printed on the 08/05 forms.  Check with your payer to see if they accept the new 02/12 forms.
  2. New ICD9/10 conversion tool to help convert ICD 9 codes to ICD 10. See Client… Diagnosis... Add or Modify
  3. Added ability to store 12 ICD-10 diagnosis codes per client on Client…Diagnosis
  4. New nudge/alignment tool that allows positioning and saving of each field on the HCFA 1500 02/12 form.
  5. New Claims Code (10d) added to charge screen for the 02/12 form.
  6. New Other Claim ID (11b) added to charge screen for the 02/12 form.
  7. New qualifiers for box 14, 15, and 17 on Client…HCFA/837 Details added to client screen for the 02/12 form.
  8. New free form qualifier added for box 19 on Client…HCFA/837 Details added to client screen for the 02/12 form.
  9. Claims Manager now sorts by insurance company for 02/12 paper claims.

Version 11.1.0 (August 26, 2013)

Office Therapy

• Enhancements/Changes
  1. Added preference to Hide 4010 Claim Filing menu option and task pane link (for customers using 5010). See Preferences...Options...Administrative tab.
     Also, on Company Info, if Hide 4010 is True, hide Use Company Information for the 837 Pay To Address checkbox and label stating "(This setting only applies to 4010 claims)"; On Company Info, if you check "Allow 4010" and Hide 4010 preference is True, it will change preference to False. On Provider Setup, if Hide 4010 is True, hide fields pertaining to 4010 on HCFA Details tab.
  2. Hide E-File tab on Insurance Setup. Moved Activate Electronic Filing, Filing Format, and National Payor ID to first tab of the Insurance setup and removed e-File tab since other indicators now obsolete. Can be re-activated if necessary by DTI Support.
  3. Hide E-File tab on Provider Setup. Moved Activate Electronic Filing for Provider and Taxonomy Code to first tab of the Provider setup and removed e-File tab since other indicators now obsolete. Can be re-activated if necessary by DTI Support.
  4. Hide E-File tab on Client Setup. Information now obsolete. Can be re-activated if necessary by DTI Support.
  5. Added a field under Company setup for Company Taxonomy for payers who need the company taxonomy and provider taxonomy in seperate loops of the claim. Also requires checking value under the Insurance Company setup to use both codes. Required in some states where Medicaid requires company taxonomy in loop 2000a)
  6. Preference added to suppress Check for Updates (see Preferences..Options)
  7. Added fields in Referrals for Taxonomy, IDs and ID Types. OT now uses Referrals list, where referral is a Physician, to select Referring M.D. under HCFA Details. It will auto-populate Taxonomy and IDs where entered.
  8. Walkout Statement which included option to print date of next appointment now also shows time.
  9. User Fields on Client Setup, Client Transactions Setup screens is now on one column. If number of fields is higher than screen height you can scroll vertically to view them. In previous versions, if more than 10 fields, they were arranged in 2 columns limiting view of the data entry.
  10. General clean up and UI changes
      
      
• Fixes
  1. Not saving logo/image for Company
  2. When doing Aging Report, report showed All clients even though option selected to show Active Clients Only.
  3. When charging an appointment for a client with no diagnosis, Office Therapy sometimes inserted the diagnosis of the last entered client. (even though the diagnosis was not associated with the client with no diagnosis, was not saved nor was sent with a claim.)
  4. Error when clicking button to access scanning interface.
  5. Claim not showing Middle Initial of Client in Client loop when subscriber of Insurance not the client.
  6. Claims being generated for Clients with no diagnosis even though rpompt states they will not be generated.
  7. Insurance address prints to HCFA 1500 even though checkbox to not print Insurance address on HCFA1500 is selected.
  8. Dash removed from zip code when zip +4 on HCFA-1500 causing rejections from some insurance payers
  9. You can enter more than 50 characters for field name for user fields, but it results in an error.
  10. Claims Manager - When processing ERAs, if the ERA and Charge do not reconcile and you need to modify the charge information, the information grid automatically refreshes after saving the updated charge information and returning to the information grid. Also, when modifying the charge, the Amount field is fixed to allow only numeric data and the charge distribution grid has been modified to diaplay 2 decimal current when in edit mode (When clicking in grid to edit an amount, the amount displayed as $20.0000 instead of $20.00)
  11. Dates of Service were being printed on CMS-1500 in order of entry rather than sorted by Date of Service.
  12. Not auto-filling charge distribution information for a non-standard charge when Charging an appointment from the calendar

Version 11.0.9 (March 7, 2013)

Office Therapy

• Fixes
  1. Shortcut icon for Office Therapy not showing properly.

Version 11.0.8 (March 5, 2013)

Claims Manager

• Fixes
  1. When printing the 5010 HCFA Form, the birth dates in boxes 3, 9b and 11a will be in the MM/DD/YYYY format.

Version 11.0.7 (March 5, 2013)

Claims Manager

• Fixes
  1. When printing the 5010 HCFA Form, some of the dates were using the MM/DD/YYYY format. I have corrected the form to show all dates in the MM/DD/YY format.
  2. The claims manager error checker used to stop a claim from being added to the electronic claim if there were issues with the date of birth, zip code, illness onset date or claim file indicator. This has been changed. The claims will still be included in the electronic claims but the provider will receive a message that the claims may be rejected because of missing/incomplete information. When receiving any error checker messages, we recommend correcting the issues and re-processing the claims before submitting them.

Version 11.0.6 (February 21, 2013)

Claims Manager

• Fixes
  1. When filing an electronic claim with a subscriber other than the client, the electronic file may have been missing information. This has been fixed.

Version 11.0.5 (February 18, 2013)

Claims Manager

• Fixes
  1. When using a Party as the subscriber for a client that has a DIFFERENT address entered in the party setup, the complete address/city/state/ZIP does not print on the HCFA paper claims. This has been fixed.
  2. Box 20 is not being checked "No" on the HCFA forms. This has been fixed.
  3. "Full Time Student" is not being checked on the HCFA forms despite having entered it in the client setup. This has been fixed.
  4. If the "scrubber" utility designated an issue with a claim it would still be included in the electronic claims with data missing. This has been fixed.
  5. The ERA payments were using the overridden provider name (if applicable) as the provider for the payment. The rendering provider will now be the associated provider name on the ERA payment.

Version 11.0.4 (February 7, 2013)

Claims Manager

• Fixes
  1. If the provider address was long, it may have been getting cut off in box 33 of the paper claims. The box has been made larger to allow an increased number of address characters to print on the HCFA 1500 form.
  2. The 24H value was not printing on the paper claims. This has been fixed.

Version 11.0.3 (January 24,2013)

OfficeTherapy

• Fixes
  1. When providers, using a 64 bit operating system, tried to scan client documents in Office Therapy the program would immediately close. This has been fixed.

Claims Manager

• Fixes
  1. On the paper claims, if a provider selected to use custom billing address information, the phone number in box 33 was not being populated properly. This has been fixed.
  2. On the electronic claims, the hospice indicator wouldn't print if there was more than one procedure code modifier used. This has been fixed.

Version 11.0.2 (January 4, 2013)

OfficeTherapy

• Fixes
  1. An object not set error could be seen if the company information was saved without the company name being filled in. This has been fixed. The company name is still required.

Claims Manager

• Fixes
  1. Secondary paper claims wouldn't allow the group secondary ID to be listed in box 33b of the HCFA 1500 form. This has been fixed. To show a group secondary ID, go to the insurance company's information-E-File tab and put information in the secondary id and secondary id type boxes.
  2. The date of birth was mandatory during the data validation checks. This has been changed to recommended. The program will warn the provider of a missing date of birth, however, it will still process the claim.
  3. The secondary insurance claims wouldn't automatically show in the grid unless the "include charges that were already marked as filed" box was checked. This has been corrected.
• Enhancements
  1. A button has been added to the claim processing results page. If any errors were encountered when producing the electronic claims, the "Show Error Report" button will list the errors and the clients affected.
  2. If a claim is unable to be processed because of a missing date of birth, the log will now indicate whose date of birth is missing as well as the client name.

CPT Manager

• Enhancements
  1. The Add CPT code function would only add the charge types for new procedure codes. The charge types can now be added at any time.
  2. The CPT Manager help files have been added to the application.

Version 11.0.1 (December 11, 2012)

OfficeTherapy

• Enhancements
  1. Three daily reports were added to Report Essentials. Two daily payment reports were added. One report is run by the transaction date and the other is run by the entry date. The third report is a daily charges summary report. All three reports can be found in Report Essentials under the "Daily Entry Reports" folder.

Claims Manager

• Fixes
  1. Claims Manager required an illness onset date as a part of a data validation check. Since this segment is situational, the program has been changed to only evaluate the date if it is filled in. The onset date is no longer required. However, if it is available, it will be compared to the date of service for a validity check as the onset date must be on or before the date of service.
• Enhancements
  1. On the "Process ERA Payments" screen a drop-down box for payment method was added. The drop-down list automatically searches for 'EFT'. If it's not found, it will default to the first item in the list. Once the "Process Payments" button is selected, this payment method will populate the drop-down list on the payment screen in Office Therapy.

CPT Manager

• Enhancements
  1. The "Adjust Appointment Charges" utility has been added. This utility is used to update appointment charge types. On 1/1/2013 new CPT codes will need to be used. Any recurring appointments may still have the retired CPT codes. Use this utility to update the appointment CPT codes.

Version 11.0.0 (December 3, 2012)

OfficeTherapy

• Fixes
  1. If you switched the calendar view to "week" and then went to another part of the program, the "day" view would be showing again when you returned to the calendar. Once you select the "week" view the calendar will remember for that session.
  2. After making a payment, Office Therapy would ask to file the secondary insurance claim (if applicable). If 'Yes' is selected the program would take the provider to the 4010 claims filing process. This has been removed from the program. To file secondary claims, open the Claims Manager and search for open secondary insurance claims.
• Enhancements
  1. A link has been added to the CPT Manager application. This application will be used to update CPT codes and standard charges.
  2. A validation check has been added to the charges screen to validate CPT code filing. When you press "OK" to add a charge for the client, the program will check to see if the CPT Code is valid for that date of service. If it is not, it will not allow the provider to add the charge.
  3. The effective date and expiration date fields have been added to the procedure code screen. This information is used in the CPT validation check of the charges screen.
  4. A 5010 Insurance filing history report has been added to Report Essentials.
  5. A deceased flag has been added to the client screen.
  6. The Charge Type has been added to the Client Information table on the calendar.
  7. The help files have been updated.
• Information
  1. The e-prescribing functionality has been removed from the program.
  2. By default, 4010 claims processing has been disabled. To enable, go to File-Administration-Maintain Company Information and select the "Allow 4010 processing" item.

Claims Manager

• Fixes
  1. The Claims Manager claims log report wouldn't show any paper claims records if there were no electronic claims. This has been fixed.
  2. Office Therapy allows the group name of the insurance company to be 60 characters. Claims Manager only allows 50. If a group name is more than 50 characters it will be truncated in the electronic filing.
  3. When searching for the unfiled secondary insurance claims, the Claims Manager would show all secondary claims. This has been fixed.
• Enhancements
  1. Added 5010 electronic remittance advice (ERA) processing. In order to use this functionality, the electronic claim (837 file) must be generated from the ClaimsManager in 5010 format.
  2. Added additional electronic claims validation checking. When processing electronic claims, the program will now check for the required fields: Diagnosis, Provider NPI, Rendering Provider Name, Rendering Provider Tax ID, Rendering Provider Address, a 9-digit Provider Billing Zip Code, Client Date of Birth, a Claim Filing Indicator and the Benefit Assignment Certification Indicator. Claims Manager will also check to make sure the illness onset date is on or before the client's date of service.
  3. A button has been added on the main menu for the help files. The files can also be accessed by pressing the 'F1' key.

Version 10.0.40 (October 26, 2012)

ClaimsManager

• Fixes
  1. An error would appear when trying to file 4010 claims. This has been corrected.

Version 10.0.39 (October 25, 2012)

ClaimsManager

• Fixes
  1. The subscriber middle initial and suffix (if available) were not being sent in the electronic claims files. This has been corrected.
     

Version 10.0.38 (August 2, 2012)

Claims Manager

• Fixes
  1. An object reference not set to an instance of an object error was produced when filing some claims. This has been corrected.

Office Therapy

• Fixes
  1. The "My Fields" textboxes would overlap the command buttons if there were more than 10 fields defined. This has been corrected.

Version 10.0.37 (July 31, 2012)

Claims Manager

• Enhancements
  1. The hospice employee indicator loop has been added to the electronic claim files. In order for this loop to be included in the file, the insurance company name must be 'Medicare' and the procedure code modifier must be a 'GV' or 'GW'.
  2. If a provider would like their credentials to show in box 31 of the 1500 paper claims, they can go into the Office Therapy Insurance Specific Provider Settings and use a custom billing name. This billing name will appear in box 31. To add the credentials, simply add the credentials after the last name in the custom name field.

Office Therapy

• Fixes
  1. When a GEDI Password was filled out in Office Therapy, it would overwrite the FTP password. This has been corrected. You may need to re-save the FTP password.
  2. If a user control name was long, the name would be truncated on the screen. That field has been widened.

• Enhancements
  1. When accepting credit card payments there is an option to process the payment manually. If this is selected, a message box will appear to remind the provider that the credit card information will not be sent to the payment processing company and that the payment cannot be processed at a later time without re-entering the credit card information.

Version 10.0.36 (July 6, 2012)

ClaimsManager

• Fixes
  1. The company NPI would show in box 24J of the paper claim if the rendering provider was set up to file using the company (group) NPI. This has been fixed.

Version 10.0.35 (July 2, 2012)

Claims Manager

• Fixes
  1. If the rendering provider was overridden on a charge, and the claim was being submitted on paper, the NPI would show for the rendering provider instead of the billing provider (in box 24J). This has been fixed.

Office Therapy

• Fixes
  1. When selecting the "Upload to Clearinghouse" button after processing a claim, the default folder of "/Claims" was used as the FTP folder at the Clearinghouse. Not all Clearinghouses use that folder for incoming FTP files. A textbox was added in Office Therapy under File-Administration-Maintain Electronic Filing Information named "FTP Remote Path" to set this value. The name of the FTP folder can be put here for the "Upload to Clearinghouse" button to use. The default value is "/Claims".

• Enhancements
  1. On the insurance tab of the "Patient Setup" screen, you are able to activate and deactivate patient insurance companies. Functionality was added so that when an insurance company is deactivated for the client, the "File Claims" checkbox is unchecked. Conversely, if an insurance company is activated, the "File Claims" checkbox is checked.

Version 10.0.34 (June 25, 2012)

Office Therapy

• Fixes
  1. The desktop icon was changed to a default icon in version 10.0.33. This has been fixed. It may take a reboot of the computer to be able to see the reinstated icon.

Version 10.0.33 (June 19, 2012)

Claims Manager

• Fixes
  1. When filing secondary paper claims the amount paid box (box 29) was being rounded up to the nearest dollar. This has been fixed.

Version 10.0.32 (June 15, 2012)

Office Therapy

• Fixes
  1. An "invalid property array index" error could occur when trying to schedule a group appointment if the number of individuals in a group was less than the total number of groups. This has been fixed.

Version 10.0.31 (June 8, 2012)

Claims Manager

• Fixes
  1. When filing a claim for a client without an ICD 9 diagnosis code an error ("Object reference not set to an instance of an object.") would be triggered. ClaimsManager will now continue processing the claims that do have a diagnosis and then produce a list of clients that did not process because of the missing ICD 9 diagnosis.
     

Office Therapy

• Fixes
  1. When the Client ID column was added to the Client list an error would occur ("A column has been specified more than once in the order by list.") when trying to sort by the Client ID column. This has been fixed.
     

Version 10.0.30 (June 4, 2012)

Claims Manager

• Fixes
  1. When filing a claim an error would occur if no Axis I DSM-IV Diagnosis was specified for the client. This has been fixed.
     
     

Version 10.0.29 (June 1, 2012)

Office Therapy

• Fixes
  1. The cursor would sometimes freeze when entering the Group Name or Group Number on the insurance tab. This has been fixed.
  2. When entering the standard charges for a client it was possible to get a "Either BOF or EOF is True" error. This has been fixed.
• Enhancements
  1. The document template "Filename" and "Save Files" folder were very narrow, making a long file path difficult to read. The text boxes were widened.

Claims Manager

• Fixes
  1. After a file is uploaded, the file is moved to an archive folder. Archive was misspelled. This has been fixed.
  2. In some cases when claims were being submitted for a patient with multiple diagnoses, multiple providers and multiple dates of service the provider may have received a rejection because of a diagnosis pointer error. This has been fixed.
• Enhancements
  1. A textbox has been added for the FTP port number. This will allow providers to upload to FTP sites not using the default FTP port number.
     

Version 10.0.28 (May 21, 2012)

• Fixes
  1. Unpaid and overdue charges were not being shown in the claims manager when the "Show only unpaid and overdue charges" checkbox was checked. This has been fixed.

Version 10.0.27 (May 17, 2012)

Claims Manager

• Fixes
  1. Prior authorization numbers were not included in the service line level. This has been fixed.
  2. In the electronic claims file, when multiple claims with different prior authorization numbers were being filed, only one authorization number was printing in the file. This has been fixed.
  3. The icon for the "Review Acknowledgements" menu item has been changed.
• Enhancements
  1. An additional claim identifier was added to the electronic claim files. This information was added to help providers track down specific claims in the acknowledgement file.
     

Version 10.0.26 (April 24, 2012)

Office Therapy

• Fixes
  1. Claim History tab on the Charge screen now indicated the dates the claim was produced and filed.
  2. When printing a re-produced bill including super bill info, the Dx code is showing in the top right corner, but not in the bolded text in the center of the page. This is because the diagnosis codes shown on the top are DSM. And the ones in the lower section are ICD. It was confusing since both of these were labeled as "Diagnoses". This is fixed where now each one is labeled accordingly.
  3. If Referring Provider is entered as Firstname<space>LastName, the Referring provider loop was not included in a 4010 claim.

Claims Manager

• Fixes
  1. In the Claims Manager, if you check the "select all" check box and then deselect anything the Claims Manager will still process all of the claims listed.
  2. Custom First and Last Name entered in the Billing Name section of Provider Payer Settings is incorrectly produced on an electronic claim.
  3. Claims Manager errored out with "System.NullReference" errors when orphan distributions existed in the database.ex. The distribution exists but the policy to which it was applied had been deleted. Usually you will notice this on older charges.
  4. A customer reported experiencing issues with Diagnosis Codes which had no printed on Paper Claims generated using Claims Manager. This problem only affected Diagnosis code that were 3 digits (without a second part).
• Enhancements
  1. Three new fields on the Claims Log Report - Claim File Path, Claim Reference Number, and Ack Reference Number, will now help you easily track back to the exact claim file associated with the charges filed.

Version 10.0.25 (April 2, 2012)

Claims Manager

• Fixes
  1. For some users who were producing 4010 claims using OT 10, the Claims Manager would list the charges that were produced using 4010 and marked as filed.
• Enhancements
  1. Ability to select individual charges for producing claims from the list of charges that appear in the Claims Manager. You can do this by checking or unchecking the checkbox next to the charge.
  2. Added an easier way to reproduce a batch of charges without having to pull up each individual charge and mark it for resubmit. When selecting the criteria for listing the charges, on the Advanced tab, check the box that says "Include charges that were already marked as filed". The list will now include filed as well as unfiled charges based on the other criteria thats selected.

Version 10.0.24 (March 22, 2012)

Claims Manager

• Fixes
  1. Extra diagnosis codes were wrongly added in box 21 of certain paper claims.This usually occured when the claim batch included patients with more than one diagnosis codes. This is fixed. Note that this issue was in the CMS form data layout module and only affects the paper claims. In order to regenerate any older paper claims you do not have to reproduce a batch instead go to Claims History screen, pick the date the batch was produced, and right click to "View/Print Claim". The new CMS forms produced will have the correct data laid out to be printed.
  2. Allow free-typing date into the date field on the Claims History screen.

Version 10.0.23 (March 21, 2012)

Claims Manager

• Fixes
  1. If Facility City, State, and Zip information was entered in the "Address 2" field instead of the "City,State-Zip" field the electronic and paper claims produced would not have the facility City,State, and Zip information. This caused Facility Loop related rejections. This is now fixed to where Facility City,State, and Zip information will be correctly extracted irrespective of which field its entered in.

Version 10.0.22 (March 19, 2012)

Office Therapy

• Fixes
  1. The setting "Use Company Information for 837 Pay-To Address" the Company Information was visible in OT9 but not in OT10. This is fixed. Note: this setting only applies to 4010.
  2. Under "Provide Specific Insurance Settings" the Pay-To Phone box had always appeared as disabled. This is removed since there is no relevant field for this on an electronic claim.

Claims Manager

• Fixes
  1. Custom Pay-To address information entered under "Provider Specific Insurance Settings" was not being produced on the electronic claims.

Version 10.0.21 (March 13, 2012)

Office Therapy

• Fixes
  1. "Patient Signature Source Code" which was unavailable for editing is now available in the grid on the Client Setup > EFile tab.
     Note: that this code has had a major change between 4010 and 5010. In 4010, this code could possibly have one of several values- B,C,M,P or S. In 5010, this code can only have one value, P, to indicate when signature was executed on the patient’s behalf. So to capture this, in addition to the being able to enter the value on the grid, we also have a checkbox on the Client Insurance>HCFA Details form called "Provider Signed On Patients Behalf". Checking this box will set the "Patient Signature Status Code" to a value P.
  2. Grid related to EFile on the Client Setup and Insurance Setup now clearly indicate the fields that affect only 4010 claims. Ex. under Insurance Company Setup>EFile the value assigned to "837-Set 2010AA to Individual" affects only 4010 claims.
  3. Charges marked as filed using the File Insurance(4010) module would still appear listed under the 5010 Claims Manager.

Version 10.0.20 (March 8, 2012)

Office Therapy

• Fixes
  1. The issue with the * in the ledger to indicate if a charge is filed is now fixed. Please note that with this update all your past (since upgrading to version 10) charges that were filed will be automatically marked in the ledger accordingly. You do not need to refile your claims.
  2. In an Office Therapy integrated with QuicDoc, when a new provider is added in OT, a user is created in QD. This breaks in a user based licensing environment. Additionally, even if this newly created QD user was to be marked as inactive after the initial creation, the next time changes are made to providers profile in Office Therapy, the corresponding QD user profile gets reactivated thus breaking licensing again. This is fixed where now when a provider is added to Office Therapy, if there are no user licenses available in corresponding QuicDoc, the QD user profile created will be marked as inactive.
  3. On the Provider>HCFA Details screen the box "33a.Organization NPI" was marked as disabled. This is now enabled. However note that this applies only to 4010.
• Enhancements
  1. When new providers were setup in Office Therapy, no default settings were added under the HCFA Details>Insurance Specific Provider Settings. If left as is, this would sometimes produce "System.NullReference" errors when trying to file claims for that provider due to lack of billing and payto infomation for that provider. So now when a new provider is added, a default entry is created under the HCFA Details>Insurance Specific Provider Settings for "All Insurances" where the Billing and PayTo information defaults to provider info.

Claims Manager

• Fixes
  1. Paper claim(HCFA 1500) form alignment was off.
• Enhancements
  1. Added a section at the bottom of the Claims Manager that says "Do you want to apply any special criteria before producing your claims?". In this section you will find two new options.
     • First, is the ability to exclude carriage returns from your electronic claim file. This was included to accomodate the requirement of certain insurance company.
     • Second, is the ability to set the Claim Frequency Code Type (Original, Corrected, Void or Replacement) and Original Claim Reference Number when refiling claims.

Version 10.0.19 (February 24, 2012)

Claims Manager

• Fixes
  1. When filing paper claims, the service facility location (box 32) would cut off the street name when using the company address.

Version 10.0.18 (February 22, 2012)

Claims Manager

• Enhancements
  1. A check box was added to the Claims Manager that will allow electronic files to be created without carriage returns.

Version 10.0.17 (February 21, 2012)

Claims Manager

• Fixes
  1. Claims were being rejected when facility information for a location different than the provider's billing address was supplied without an NPI.

Version 10.0.16 (February 17, 2012)

Claims Manager

• Fixes
  1. An error could occur when processing claims if the provider had information stored in the "Provider Secondary ID- Electronic Claim" fields.

Version 10.0.15 (February 14, 2012)

Claims Manager

• Fixes
  1. When viewing the claim history, the service date (under service line details) was showing the month as "00".

Version 10.0.14 (February 9, 2012)

Claims Manager

• Fixes
  1. A NullReferenceException error may have occurred when a provider designated specific insurance companies within the "insurance specific provider settings". This error did not occur if the provider used the "All" setting.

Version 10.0.13 (February 3, 2012)

Office Therapy

• Fixes
  1. The application was unable to run on a virtual machine.

Claims Manager

• Fixes
  1. In the claims manager an error occurred (specified cast is not valid) when the insurance company HCFA field override was set to blank on a date field (9a or 11a).
  2. Error producing paper claims for clients with charges that had more than two diagnosis code pointers. The error description is "An error occured updating entries...String or Binary Data would be truncated". This error was due to an insufficient field size in the database.
  3. Error producing paper claims for clients with managed care contracts. The error description is: System.NullReferenceException object reference not set to an instance of an object at....GetAssociatedCharges.

Version 10.0.12 (February 2, 2012)

Claims Manager

• Fixes
  1. After downloading 10.0.11 version 5010 claims being produced with blank service facility info.

Version 10.0.11 (February 1, 2012)

Office Therapy

• Enhancements
  1. The status bar at the bottom now indicates the name of the database that the user is connected to.
  2. OfficeTherapy program can now accept the server and database name as parameterd. This means multi-database users can now switch between databases easily using desktop shortcuts with server and database information being passed as parameters.

Claims Manager

• Fixes
  1. Reports indicated that Service Facility Loop was not included on claims.
  2. For charge types erroneously setup to be filed for insurance inspite of having no corresponding procedure code the program would error out.This is fixed to where if there is no procedure code the charge still appears on the claim.

Version 10.0.10

Office Therapy

• Fixes
  1. Auto update feature is available in Office Therapy again.
  2. Customers reported issues using the prescription system.
• Enhancements
  1. Under Provider>HCFA Details screen the textboxes that were diabled(greyed out) have now been enabled again to provide the ability to the end user to make edits to the data if needed.
  2. Added labels on Company Info and Insurance>HCFA Details screen to indicate 4010 specific fields.

Claims Manager

• Fixes
  1. Customers were experiencing issues adjusting margins when printing Paper Claims.

Version 10.0.9

Office Therapy

• Fixes
  1. Claims Rejections for Loop 2300-CLM08 containing an invalid value of 1 or 0. This was caused due to a bug in the Benefit Assignemnt Code Indicator.
  2. The auto update failed for Customers using Windows XP Home Edition with a error saying "Windows cannot find taskill.exe". Additionally ,Windows XP Home Edition users will have to ensure ClaimsManager program is closed before they run the update.
  3. Error updating database from OT9 to OT10.Eror description "Runtime error. DF__ClinetIns_CPolA_2BC9F7C is not a constarint. Could not drop constraint."

Claims Manager

• Fixes
  1. Error producing paper claims for clients with employment status of "Full Time Student" or "Part Time Student". The error description is "An error occured updating entries...String or Binary Data would be truncated". This error was due to an insufficient field size in the database.

Version 10.0.8

Claims Manager

• Fixes
  1. When printing paper claims the Preview screen does not allow printer selection.
• Enhancements
  1. Added an option on the Advanced tab of Claims Search to "Show only charges that have a insurance distribution i.e. Exclude charges with zero distributions to insurance"
  2. Enhanced Print Preview screen to only show relevant options
  3. Updated "FTP Credentials Missing" message to indicate that in case of lack of FTP credentials users can continue to submit claims just as they did 4010

Version 10.0.7

Office Therapy (10.0.7)

• Enhancements
  1. The tool bar buttons have been changed to clearly indicate the formats.'Claim Manager(5010)' is to be used for filing claims in 5010 format vs 'File Insurance(4010)' is to be used for filing claims in 4010 format

• Fixes
  1. Fixed errors in the prescription entry system.

Claims Manager (1.0.7.0)

• Fixes
  1. Null object error produced when if no was diagnosis exists for a client.

Version 10.0.6

Office Therapy (10.0.6)

• Enhancements
  1. Auto update feature is now a part of Office Therapy.
  2. The transition report screen is moved to after the login screen.

Claims Manager (1.0.6.0)

• Fixes
  1. Claim errors out with "Nullable Object must have value" error if "Patients Current Condition Related To" is set  under Patient > Insurance Policy> HCFA/837 Details screen but Current Illness Date has no value
  2. Diagnosis pointers pointing to non-existent diagnosis due to orphan records created when people delete diagnosis
  3. Billing Service TaxIDType indicator (EI vs SSN) were being wrongly swapped
• Enhancements
  1. Auto update feature is discontinues in ClaimsManager and is instead moved to Office Therapy. The autoupdate will update both the programs

Version 10.0.1

Office Therapy

• Fixes
  1. Tiered earning report not displayed for providers
  2. Runtime Error-Invalid Property value on Company Info

Claims Manager 10.0.5

• Fixes
  1. Added ability to generate a Claim Log Report at the end of Claims Processing.This report will provide a log of all the claims that have been produced
  2. Added ability to list only Active clients for selection on the Claims Search screen under the Clients tab
  3. Program would error if a Client had Secondary ID info setup for the Referring Provider

Claims Manager 1.0.0.4

• Fixes
  1. Program would error if Diagnosis Code was missing on a client
  2. Program would error if ISA-GS information was not custom entered
  3. Program would error if Client had contracts
  4. Program would error if user clicks upload to clearinghouse without having FTP info setup.This will now issue a warning

Claims Manager 1.0.0.3

• Fixes
  1. Fixed issues in Paper Claim generation - missing diagnosis code,missing SIGNATURE ON FILE, missing Service Line From Date etc
  2. Fixed Paper Claim printing to not warn about print area outside margin
  3. Updated the message box  in application startup at beginning of program to display ErrorDetails
  4. Fixed splash screen to not show in taskbar
  5. Fixed spalsh screen to show applications version number

Claims Manager 1.0.0.2

• Fixes
  1. Added padding to ST02 for compliancy with BCBSM subsystem2 testing

Version 9.0.4

• Fixes
  1. When entering payments if a payment type was not selected it would default to cash. This has been changed to where the user is now required to select a payment type
  2. The client's referring source information needs a first and last name in order for the entire 2310A loop to appear in claim. Company names need to be split up, which caused them to appear backwards in the claim. To fix this a drop down is not added under Client>Insurance>Additional HCFA Details which has option to select Person or Non Person Entity
  3. HCFA 1500 Electronic print image is not generated for secondaries unless USE GATEWAY EDI box is checked
  4. Client Address Book report now prints extensions for Home and Work Phones
  5. Added a message to indicate that an encounter slip cannot be printed once an appointment is charged
  6. Added ability to remove a pending charge from the list of Pending Credit Card Charges
  7. Managed Care Contracts not saving when new patient or new insurance policy is added

Enhancements

• Enhancements
  1. Added menu items under Help for NPI Registry Lookup and Taxonomy Code LookupThere?s no need for additional software or equipment
  2. Added the ability to scan and attach documents to a client record.From under Client Setup>Docs you can now scan documents and insurance cards and attach them to a client record
  3. In addition to the present ability to show or hide client names, you can now choose to see only the initials of the first or last name. These preferences can be set under Calendar Properties
  4. Added the ability to mark appointments as Cancelled,Missed,Arrived and Seen. These can be set in the Appointment Status field of the Client Information Panel
  5. Patients can now be marked as Active or Inactive from the right-click menu on the Clients List
  6. Cosmetic changes to the message box after claim generation
  7. NPI number can now be printed on Patient Bills. You need to set this preference by checking the "Print On Bills" checkbox  associated with the NPI box on the Provider>HCFA Details tab
  8. Added ability to print next appointment on a client walkout statement.Unlike 803 where this was implemented for all walkouts, with 904 this will be a choice in the Bill Producing Wizard
  9. SSN information on the Client and Party setup can now be masked(hidden) by enabling or disabiling the user access right "Show SSN"
  10. Users can now enter ICD9 diagnosis under Client>Diagnosis. Also users can pick these as diagnosis pointers when entering a charge
  11. Added ability to setup new clients from the right-click menu of the Calendar
  12. If the "Date Of Current Illness" falls after any of the dates of services in a claim(837) file, a warning is issued during the claim generation process
  13. Created a "Client Waitlist". This is a place to store patient names who are waiting on an appointment cancellation. A client can be added to the waitlist by checking the "Wait List ?" check box on the Client Setup screen
  14. You can not connect to GatewatEDI portal right from within the program. Your GatewayEDI UserID and Password can be entered and stored in the program under File>Electronic Filing Setup
  15. Added user rights to control access to Provider Information and Provider Earnings Report
      

Version 9.0.3

• Enhancements - Courtesy Calls Integration:
  1. Automated Appointment Reminders eliminates the need for you or your staff to make calls, frees up your phone lines, and reduces your operating costs. With Courtesy Calls the information for scheduling reminder calls is extracted from your existing Office Therapy software. There?s no need for additional software or equipment
     
• Added
  1. Any add,update and delete related to Calendat Events will create entries in Audit Log
• Fixes
  1. Password finder does not work
  2. Using "Find" on certain fields in Client,Insurance,Provider and Referrals list would crash the program
  3. Recurring Appointment and Billed appointment icons reversed in Week view
  4. Error occurs when running Reconciliation
  5. If the paths set for claim files was invalid an error would occur during claim processing with an incomplete error message.This has been fixed to where a more helpful error message is displayed
  6. The defaults set under Insurance > HCFA Details > Additional HCFA Fields for different insurance types had no effect on the the HCFA generated
  7. Under Insurance > HCFA Details > Additional HCFA Fields the option to leave box 19 blank did not work
  8. Under Insurance > HCFA Details > Additional HCFA Fields the option to leave Authorization Number box(box 23) blank on HCFA form was broken
     

Version 9.0.2

• Added
  1. Daily Payments By Provider - This report lists every payment entered on a date or within a date range.It categorizes the payments into client payments, insurance payments and party payments. The report will group the payments by the rendering provider.
  2. Daily Payments By User - This report lists every payment entered on a date or within a date range.It categorizes the payments into client payments, insurance payments and party payments. The report will group the payments by the user who entered the payment.
• Fixes
  1. Mail merge would error out when user-defined fields were setup for clients
  2. Selective procedures added to the procedure list of a Managed Care Contract are not saved
  3. When adding a new chareg to a client that has standard charge setup, when the amounts are changed, checking the box to update the clients standard charge returns an error and the standard charge is not updated
  4. Provider Earnings Detail report does not sort alphabetically
  5. Report Essentials errors with a SQLCLI error when connecting to SQL database
  6. Running reports ex overdue payments report returns 'Now is not recognized built-in function name' error

Version 9.0.1

• Added
  1. Ability to send NPI only claims.Some clearinghouses require an "NPI Only" claim.This means that in addition to supressing the 2310B REF they also require the REF segments of 201AA,2010AB and 2330E to be surpressed. Checks have been added under Insurance> Efile tab to exclude each of these segments. Adding a "Y" here exclude the segment from that particular loop
  2. Ability to list local or all SQL Servers by using the check box under "Open Another Database"
• Enhancements
  1. Creating an appointment for a client that has both a primary and secondary provider setup, will create appointments for both providers
• Fixes
  1. When creating an appointment for a client adding a second provider to the appointment would affect the next appointment being setup
  2. Clicking on a event in a calendar would bring up unrelated information
  3. Unable to add a new client with an apostrophe in their name

Version 9.0.0

Version 8.0.4 (06/08/2011)

• Fixed
  1. Only one ICD9 diagnosis enabled on Charge Diagnosis Pointers.
  2. Ledger entries can now be set to be un-editable using an administrator level user-defined preference under Preferences>Customize
• Enhancements
  1. Added ability to print next appointment on a client walkout statement. Unlike earlier version where this was implemented for all walkouts, with 804 this will be a choice in the Bill Producing Wizard.
  2. Added menu items under Help for NPI Registry Lookup and Taxonomy Code Lookup
  

Version 8.0.2 (February 18,2009)

• Added
  1. Under Insurance Company > HCFA Details > Additional HCFA Fields, 30 is now available for overrides. Users who need a way to leave the box 30 (Balance Due) field blank on the printed form can do so now ex. Some times providers (who are out of network or not accepting assignment) generate CMS form for patients to submit and are providing a fee reduction or adjustment, could need the Box 30 to reflect the allowed fee or be left blank
  2. Under Insurance Company > HCFA Details > Additional HCFA Fields, 28 is now available under the "Copy Data From Box #" drop down. Users who need to copy the "Total Charge Amount" (box 28) information to the "Balance Due" (box 30) field, can do so now
  3. A new report called Card Transactions By Date. This report lists the card transactions sorted by date for a given date range
• Enhancements
  1. The new and improved Client Activity Reports are now in Report Essentials, accessed from Reports > Report Essentials. The older Client Activity Reports are still available under Reports > Legacy Reports
     

Version 8.0.1 (January 21,2009)

• The new and improved Insurance Management Reports are now in Report Essentials, accessed from Reports > Report Essentials. The older Insurance Management Reports are still available under Reports > Legacy Reports.
• Advanced Features like searching a report, adding watermark and exporting reports to multiple file formats is available on all reports in Report Essentials.
• Report Essentials now supports concurrent report generation. This means you do not have to wait for one report to finish before you generate another.
• Two bonus new reports
  • Insurance Charge Detail (a report that provides a calculation summary for each insurance charge)
  • Insurance Payments (a report that helps track insurance details while providing list of charges to which they were applied)

Note: Report Essentials 2.0 requires Microsoft .NET Framework 2.0 or higher installed on the workstation. Click here to obtain the .NET Framework from Microsoft.

Version 7.50.82 (December 18,2008)

• Enhancements
  1. Events can be shown or hidden in the calendar using a checkbox under Calendar Properties
• Added
  1. Client phone number extension field can now accommodate 9 digits
• Fixes
  1. Bill does not print even if client set to always
  2. Access rights related to View and Add/Edit notes did not work correctly

Version 7.50.81 (November 19,2008)

• Fixes
  1. Adding a payment from the charge screen
  2. The "Re-produce Bill For client" process in the bill producing wizard
  3. Bill Producing Wizard would sometimes incorrectly produce bills for person with no activity with only "print bill for clients with activity" selected on the Bill Producing Wizard
  4. A blank line would print for AddressLine2 of Box 33 of CM 1500 if there was no data for AddressLine2. This has been fixed to where AddressLine2 for box 33 will be printed only when data for AddressLine2 exists
  5. Amount Paid was not showing on HCFA print images
• Added
  1. Some insurance companies like Medicare are requiring that the provider taxonomy code be sent only in the 2000A and be excluded from the 2310B. A check "Exclude PRV segment from 2310B" is added under Insurance> Efile tab. Adding a "Y" here will remove the PRV segment containing taxonomy code from only the loop 2310B
• Enhancements
  1. Ability to add "my fields" to printed client face sheet
  2. Ability to add cell phone under client party setup
  3. In the calendar, a snapshot of the Clients Information is now available in a more user friendly grid
  4. The error displayed in claim generation when a * or ~ exists will now include the client name, thus making it easy to pull up that client's record for correction

Version 7.50.80 (October 21,2008)

• Fixes
  1. The second page of bills with logo was misformatted
• Added
  1. Under Insurance Company > HCFA Details > Additional HCFA Fields, 24J is now available for overrides. Users who need a way to leave the 24J NPI number blank on printed CMS form can do so here ex. Medicaid requires the box 24J be left blank if the provider is a solo practitioner
  2. Under Insurance Company > HCFA Details > Additional HCFA Fields, 26 is now available under the "Copy Data From Box #" drop down. Users who need to send "Patient Account Number" (box 26) information in the "Reserved for Local Use" field of CMS 1500 can do so now
  3. Warning message, when adding a new client ,to inform the user if a client with the same name already exists in the system
  4. Ability to inactivate clients based on charge activity and date range. This feature is located at File > Administration > Client Status Utility
  5. Ability for user to customize a default Email Message for Appointment Reminders. This feature is located at File > Administration > Maintain Company Information > Email Message

Version 7.50.79 (August 27, 2008)

• Fixes
  1. Title entered in the billing wizard would incorrectly wrap to the next line
  2. Bill Producing Wizard would sometimes incorrectly produce bills for person with zero balance or activity
  3. Under Insurance Company > HCFA Details > Additional HCFA Fields ,when overriding text in box 11a by either using "Copy data from HCFA Box #" option or "Use Following Text" option, the Male/Female check box of 11 a field on the HCFA form would be incorrectly populated with this overridden text. This has been fixed to be left blank under given conditions
  4. The template output directory was populated with an incorrect directory location
  5. The backup process internally in Office Therapy (under File > Backup database) was different from the one in OT utility program
• Added
  1. Ability to include company logo on statements. The preferred logo can be setup under File > Administration > Maintain Company Information
• Enhancements
  1. Updated the party billing option (under Client > Parties > Party Details > Print Bill) to say "When account or party has balance" instead of "When client or party has balance

Version 7.50.78 (August 7, 2008)

• Fixes
  1. Primary insurance payment information (DTP segment) was not populating on a claim filed to the secondary insurances
  2. Authorizations did not show up on "Go To Charge" screen. This has been fixed. Additionally authorizations will also appear on the power charge screen
• Added
  1. Client's Other Phone Number 1 and  Client's Other Phone Number 2 can now be included in the Phone Book Report
  2. Ability to view the full 7 day week in the calendar. A check box under Calendar Properties will turn this feature on
  3. Adjustments can now be made right from the payment screen. (This feature is temporarily unavailable, waiting until further development)
  4. Some payers like Oklahoma Medicaid require the contract Information (CN1) segment in the 2300 Loop of 837. A field has been added in OT to accommodate this. This field is located in client setup under Insurance >Additional Details>Contract Information
  5. Blue Cross Provider Number (1A) under Provider Setup> HCFA Details
• Enhancements
  1. The error displayed in claim generation when a * or ~ exists in patient information will now include the client name, thus making it easy to pull up that client's record for correction

Version 7.50.77 (June 16, 2008)

• Fixes
  1. In some instances Alt-L does not open the ledger after the client name is typed
  2. Error when mail merging with Office Therapy fields
• Added
  1. Some insurance companies are only accepting NPI information in loop 2310B for Rendering Provider. Hence Tax ID information needs to be explicitly excluded from the REF segment of loop 2310B. A check "Exclude REF segment from 2310B" is added under Insurance> Efile tab. Adding a "Y" here will remove the REF segment containing tax id information from only the loop 2310B
  2. Overdue payments reports will now include overdue secondary insurance payments in addition to the overdue primary insurance payments
  3. When redistributing a portion of charge to a new party that was added to the client record after the charge was created, a message is displayed informing the user that they need to first save the charge with the new party on it and then redistribute it
• Enhancements
  1. Multiple providers can now be setup as default in the calendar. This option is available under Calendar Properties

Version 7.50.75 (May 20, 2008)

• Fixes
  1. A 837 claim produced pulls the correct facility name and address from client setup (client setup>Insurance>HCFA/837 details, leave box 33 unchecked) ,but the city state and zip are pulled from Provider setup (Provider setup>HCFA Details>box 33)
  2. Report Essentials will not launch is there is database password
  3. Error in file path when attempting to create new document from client setup> Docs tab
  4. Overdue Payments report was showing entries where there was no distribution to the insurance company. With  the new option to exclude charges with zero distribution to insurance company from the claims these entries will not show up on the Overdue Payment Reports
• Added
  1. The size of facility address fields under client setup are now increased to 30 characters
  2. When insurance filing you can exclude charges with zero distribution to insurance companies. This applies to both electronic (837) and paper (HCFA 1500) claims
  3. Field in OT to populate the paperwork on file (PWK) segment in the 2300 Loop of 837 as needed by certain payers. This field is located in client setup under Insurance >Additional Details>Paperwork Available on Request
• Enhancements
  1. The calendar has a new improved look

Version 7.50.74 (Oct 1, 2007)

• Fixes
  1. On Vista machines, an error would appear saying it was unable to move certain files, even after the files had been moved successfully
  2. Error when filing overdue insurance

Version 7.50.73 (September 17, 2007)

• Fixes
  1. Credit Card Setting for Amex and Discover appears to not being saved correctly
  2. When entering ACH a blank message box pops up
  3. Card Transaction Report was displaying all payments including CASH. It was also displaying some payments with dates as 1899
  4. Report Essentials does not save connection string. You had to go to File>Connection to setup every time
  5. Merchant is misspelled in the credit card processing set up window
  6. OT query getting 430 errors. A corrupted version was being deployed in the full install
  7. Edit refund is not working properly with Day sheet report. Fixed- If the directory path for saving 837 files is set to a server location that does not exist then the application crashes
  8. Punctuations are being parsed out when entered in the HCFA address fields. The claims are getting rejected due to a missing hyphen in the customers address
• Added
  1. For the Group ID on the Insurance Company setup on the HCFA Details tab the ID type that can be set for it did not allow a BLANK selection to be made. Blank ID Types are added in the HCFA Details section of the Insurance Company and Providers
  2. In the contract watch you could only put in 1000 authorizations. This has now been increased to 10,000
• Modified
  1. Policy number for inactive insurance companies were not printing on HCFA or CMS. Also when filing Inactive secondary Insurance incorrect information was showing on Electronic File Claim Log for 837 formats. This was modified to where Inactive Insurances are not listed on the File Insurance screen. In order to file claims for an inactive insurance, the policy needs to be activated for that purpose

Version 7.50.71 (June 25, 2007)

• Fixes
  1. DSM coded printed on encounter slip instead of ICD-9 codes
  2. Power charging the type is not changing in the ledger received payment screen
  3. Error when clicking on Go To Charge and Trying to Enter a Payment
  4. Adding more than 4 DSM codes causes error
  5. Entering a payment from the power charge screen for a prior date set the payment date as current date instead of the prior date
  6. Taxonomy code (ZZ) qualifier for group ID does not save
  7. Payment disappears when trying to modify previous payment
  8. Error when compacting database
• Added
  1. Ability to choose a Current Method directly from the Receive Payment\ EOB window without opening the previous Payment Method window
  2. Details of payment can be viewed by clicking on Payment Details button. Click on this to open the Payment window or choose a Credit Card\ACH from the Pick list and the Payment Methods window will automatically show up
  3. Additional option to search by Last Modified Date is now available on the Daysheet report
• Changed
  1. Box 19 for CMS/HCFA is associated with each insurance policy. And is now located on Client Setup>Insurance Tab instead of HCFA/837 Details screen

Version 7.50.68 (May 9, 2007)

• Fixes
  1. Inability to add payment properly before saving charge
  2. The daysheet was not resetting totals between refreshes
  3. The CMS 33b field not rendering properly for group providers
  4. The version number displayed as "7.05" rather than "7.50"
• Added
  1. Personal Health Information removal utility
  2. Provider Taxonomy (ZZ) To provider ID Types
  3. Payment Method column to the ledger
• Changed
  1. Payment Reference Number is available to all payment methods
  2. Default to "Cash" payment method for receiving payments

Version 7.50.67 (April 30, 2007)

• Fixes
  1. Intermittent error when deactivating an insurance company
  2. The QuicDoc referral source being removed when an Office Therapy Client Record was modified
  3. Facility City, State and Zip code not being interpreted correctly when filing 837 claims
  4. CMS1500 not showing group ID in 33b if one exists
• Added
  1. Vista OS Support
  2. Credit Card Processing
  3. Robust Payment Methods support.  Including CC Information
  4. Adding a Charge from the Appointment Screen
  5. Adding a Payment from the Appointment Screen
• Enhancements
  1. Power Charging.  All payment types supported. Payments for all charge types
  2. Diagnosis pick lists for commonly used diagnoses
  3. Support for both DSM and ICD codes
  4. Improved Help Files with many more details and screenshots
• Updated
  1. ICD 9 Code List

Version 7.00.66 (January 9, 2007)

• Fixes
  1. Intermittent error when filing overdue insurance claims
  2. Incorrect default date in the day sheet report
• Added
  1. Organizational NPI

Version 7.00.65 (December 22, 2006)

• Fixes
  1. Intermittant error when filing overdue insurance claims

Version 7.00.64 (November 6, 2006)

• Fixes
  1. Modifying dates with the keyboard that was broken with release of 7.0.63
  2. Report filter problem in Report Essentials
  3. CMS 1500 Form showing Rendering Provider Address Line 2 after City, State and Zip
  4. A problem during creation of new directories that caused the program to end abruptly
• Added
  1. Ability to file insurance to inactive insurance companies
  2. Report Essentials support for queries with grouping and having clauses

Version 7.00.63 (October 9, 2006)

• Fixes
  1. Accept assignment on super bill will display correctly
• Added
  1. Provider NPI
  2. Report Essentials, ad hoc reporting tool
  3. FaceSheet Report
• Enhancements
  1. New Form Alignment tool
• Updated
  1. Added CMS1500 format insurance filing forms capability
     

Version 6.10.62 (August 31, 2006)

• Fixes
  1. Error when modifying a user defined field definition with auto-fill turned on
  2. Not showing Amount Paid on HCFA Print Images
  3. Not showing default provider in the charge screen sometimes
  4. Extra Diagnosis pointer on HCFA
• Enhancements
  1. In the provider Payroll detail report you can now select to show charges that have payments made in the date range

Version 6.1.61

• Fixes
  1. Unable to add or modify user defined fields in appointments

Version 6.10.60

• Fixes
  1. Sending a confirmation email for an appointment
  2. Error when creating Mail Merge Documents in the client docs tab for Word 97 and Word 2000
  3. Unable to delete all recurring events for one provider
  4. Save Statements to PDF option and removed Save statements to RTF Option that erroneously appeared
  5. Display of Diagnoses not displaying trailing zero's in the client detail screen
• Added
  1. An insurance policy group name

Version 6.10.59 (June 1, 2006)

• Fixes
  1. The refresh button on the audit report screen
  2. The hospitalization From and To dates may be used for 837 Admission and Discharge Dates unless the efile tab admission and discharge are used
  3. Unable to select a user when logging into Office Therapy
• Enhancements
  1. 837 Filing warning for Claim Filing Indicator and Insurance Company ID's for Gateway EDI

Version 6.10.58 (April 24, 2006)

• Fixes
  1. Insurance Company ID missing in 837 when used as a secondary payer
• Enhancements
  1. View835 Is now a separate window that can stay on top and be searched

Version 6.10.57 (April 6, 2006)

• Fixes
  1. Charge screen gave warning saying the a charge for that day already existed if just an appointment was scheduled.  The screen will now say that an appointment had been scheduled
  2. Showing previously selected insurance company for a client on calendar
  3. Print Image Filing errors if print image file is missing.  Fixed, will now recreate the missing file
• Added
  1. Multiple Diagnosis Pointers on HCFA 1500
  2. Existing appointment message on charge screen
  3. Ability to change all insurance companies at once to a different electronic filing method
  4. Gateway EDI enhancements for HCFA Print Images
• Enhancements
  1. Provider Payroll detail report will not show separate client payments for each charge and the to and from dates will apply to payments rather than charges
  2. PRV segment processing in Ansi 837 Files

Version 6.10.56 (January 18, 2006)

• Fixes
  1. Ability to bypass Appointment modification rights and save Appt changes
• Added
  1. Secondary Provider Group ID's 
  2. Ability to produce Day sheet using either transaction dates or data entry dates

Version 6.10.55 (December 15, 2005)

• Fixes
  1. Truncating attachment file names in tasks
  2. Will now show clients without insurance in the filtered client list when no insurance companies selected
• Added
  1. Comments column to the Contract Watch List
  2. Inactive clients to the referred clients list in the referral source detail screen
  3. Separate Release Of Information Code for 837's
• Enhancements
  1. Electronic Filing Test mode will now produce HCFA Print Images if desired

Version 6.10.54 (October 25, 2005)

• Fixes
  1. Adding an appointment from the appointment list causing an error
  2. Removed the ability to accidentally delete a client when viewing a transaction
• Added
  1. View and Print client's future appointments from the calendar
  2. A warning message for missed diagnosis in the 837 submission report
  3. Ability to set the PayTo/BillTo Provider as an Individual rather than company
• Changed
  1. Entire Client Note will print in Mail Merge
• Improved
  1. The Insurance Policy out of date range warning will only display for charges now
  2. Calendar/Client Information Client Amount Due now includes fee reductions

Version 6.10.53 (July 19, 2005)

• Changed
  1. The Assignment of Benefits flag has been moved to the insurance policy level
• Added
  1. The Check Register number to the available ledger field list
• Improved
  1. The allocation of managed contract authorizations where contract dates overla

Version 6.10.52 (June 22, 2005)

• Fixes
  1. Remaining Authorizations showing none left when only specific CPT's allowed
  2. RunTime Error 91 when viewing appointment details in appointment list
  3. User.exe and GDI.dll errors during startup for Windows 98 and Windows ME users
     

Version 6.10.50 (June 9, 2005)

• Fixes
  1. 'Invalid Use of Null' Error when selecting client appointments

Version 6.10.49 (June 6, 2005)

• Fixes
  1. Client Copay on Client Information Panel showing entire client fee including Insurance fee rather than client CoPay Amount
• Added
  1. Ability to see both client and party portion in the Client Information panel on the calendar

Version 6.10.48 (May 31, 2005)

• Added
  1. Electronic Prescription Writing
  2. A client information panel on the calendar
  3. The ability to hide client names on the calendar
  4. The ability to view a client ledger directly from the calendar
  5. Ability to Power Charge for a specific Day's appointments
  6. The ability to delete recurring appointments from a specific date forward
  7. Insurance Policy information to the encounter form
  8. Authorization information to the encounter form
  9. The next appointment date to the encounter form
  10. Other phone numbers to the mail merge available field list
  11. User defined client fields to the mail merge available field list
  12. Client diagnoses to the client list screen
  13. A warning for a client without a diagnosis while electronic filing
  14. The ability to select active and inactive clients in client-based reports
  15. Client Payment Method Summary Report\
  16. Supervisory Provider Secondary ID's

Version 6.00.46 (Feb 24, 2005)

• Added
  1. Ability to See Client Details from Calendar
• Changed
  1. Automatic Rounding for Charge Distributions and standard charges
  2. Client Activity Detail report to show a total unpaid amount at both provider level and the report level

Version 6.00.45 (Jan 6, 2005)

• Fixes
  1. Day View not showing Work Schedule properly
  2. Object (Database) Not Open Problem in Recalculate Client Balances and other functions
  3. Day Sheet Totals not printing properly
• Added
  1. Ability to double click on a .mbc file and start OT
  2. Referring Physician Date Last Seen for 837
  3. Supervising Provider Secondary ID and Type for 837

Version 6.00.44 (Dec 15, 2004)

• Fixes
  1. Too Many Fields error in reports
  2. Too Many Tables error
  3. Managed Care Detail Report Header printing all patient names in header
• Added
  1. 'Go To Today' button to Calendar
• Changed
  1. Totals on Bills will now stay together on the same page

Version 6.00.43 (Nov 9, 2004)

• Fixes
  1. Charge Provider Override not staying set
  2. Access rights for deleting /Adding/Editing appointments and events has been fixed
• Added
  1. Audit Log Filtering
  2. 837 Claim Resubmission values for Ins Co. Rejection
  3. Ability to tell the 837 process that the rendering provider is the same as the payto provider
  4. Ability to set an Insurance company to use the provider address information rather than the company address information
  5. The ability to Include or Exclude Uncharged Scheduled Appointments in the Walkout Statement and the Reproduce Bills report

Version 6.00.42 (October 5, 2004)

• Fixes
  1. Reconcile Activity will now work for a single provider or client. Rather than reconciling for everyone even though only one person was selected
  2. QuicDoc Import Utility corrected

Version 6.00.40 (September 20, 2004)

• Added
  1. Secondary Insurance Company ID and Type for 837
  2. Ability to independently adjust each line of a HCFA
  3. Custom 24K value at the charge level
  4. Company Phone Number to Encounter Sheet
• Enhancements
  1. Ability to type free text in appointment area of Calendar
  2. 837 Date of Current Illness is now an optional value

Version 6.00.38 (Aug 27, 2004)

• Added
  1. An error code for 837 log for no charge amount

Version 6.00.37 (Aug 20, 2004)

• Added
  1. The ability to customize the allocation of the balance due on a charge after an insurance payment

Version 6.00.36 (Aug 11, 2004)

• Enhancements
  1. The Database Engine Version was updated to improve functionality in the Client List

Version 6.00.35 (Aug 9, 2004)

• Added
  1. Insurance Policy Information field is now available as a column in the Client List
  2. User Access Level for Document Templates
  3. The ability to exclude payment types, such as credit card payments that are deposited electronically, from the Bank Deposit Sheet of the Day Sheet Report
• Enhancements
  1. 837 Electronic Claims Format  2010BA DMG ? Subscriber Information - section will always appear
  2. The Client Phone Book Report now includes Party Name and Phone Numbers, as well as Client Name and Phone Numbers
  3. The Provider Payroll Report now handles partial payments, as well as payments in full

Version 6.00.34 (June 16, 2004)

• Enhancements
  1. 837 Electronic Format - 2310B Rendering Provider name is now compared to Pay To Provider Name

Version 6.00.33 (June 10, 2004)

• Enhancements
  1. User Access Level maintenance can no longer be performed by anyone other than a Master Access level user
  2. Improved the functionality of Recurring Events in the Calendar

Version 6.00.32 (May 21, 2004)

• Fixes
  1. The Insurance Type in Box 1 of the HCFA Print Image Electronic Claims now populates in the correct location
• Added
  1. Value for EA048 in NSF for Referring Physician Last Seen Date (Client Setup : Insurance tab : HCFA Details : Box 17 Date of Referral)

Version 6.00.31 (May 10, 2004)

• Added
  1. A unique value for ISA13 was added for 837 Electronic Claims Files to allow for sending claims to Availity Clearinghouse

Version 6.00.30 (May 6, 2004)

• Fixes
  1. Ability to search for Client by Client ID (CltnId) in the Client List
• Added
  1. Additional 837 ISA and GS Fields were added ? Button found in File > Administration > Maintain Electronic Filing Information
• Enhancements
  1. Client Bills can now be printed even if their Insurance Policy has been deleted in the Client Setup

Version 6.00.29 (April 8, 2004)

• Fixes
  1. Viewing available appointment times in the calendar
  2. Printing Exact address location on bills
• Added
  1. A new Show Separate Payments option on Billing reports, that summarizes charges and payments and totals at the end of each Bill
  2. In the Client Activity Summary by Client Report, made the client rows bold so that they are easier to read
• Changed
  1. The GoTo Payment Button on the Charge screen will now show the type of payment or adjustment that was applied

Version 6.00.28 (Mar 24, 2004)

• Added
  1. Ability to Delete a single occurrence of a Recurring Event for one Provider
  2. Field for ISA05
  3. Customizable Client Bill Title

Version 6.00.27 (Mar 12, 2004)

• Added
  1. Additional 837 fields (File > Administration > Maintain Electronic Filing) for ISA06 and ISA07; Interchange Sender ID and Qualifier

Version 6.00.26 (Mar 9, 2004)

• Fixes
  1. Export from OT to QD problem when the QD version is earlier than 3.86.54
• Added
  1. Client List Column of Last Visit Date
  2. Additional 837 fields (File > Administration > Maintain Electronic Filing) for ISA06 and ISA07; Interchange Sender ID and Qualifier
  3. Encounter Form now includes Party Balance and CoPay Information
• Changed
  1. Provider Payroll Detail Report now show all charges ? Fully Paid, Partially Paid, and Unpaid

Version 6.00.25 (Feb 16, 2004)

• Added
  1. Referring Provider Secondary ID and Type (Client Setup : Insurance tab : HCFA Details button)

Version 6.00.24 (Feb 11, 2004)

• Fixes
  1. Ability to add My Fields in the Appointment window : My Fields tab
  2. Ability to print Walkout Statement when Contract Watch shows on Startup

Version 6.00.23 (Jan 29, 2004)

• Enhancements
  1. Generating Print Images will not append information to the same file - files will be renamed (current001.bch, etc.)

Version 6.00.22 (Jan 13, 2004)

• Fixes
  1. Months Without Pay now calculates correctly
  2. Invalid Argument Error when compressing a database from File > Administration
• Added
  1. Recalculating Client Balances now also Recalculates Months Without Pay

Version 6.00.21 (Dec 18, 2003)

• Added
  1. Ability to specify how HCFA Box 29 Amount Paid is calculated (Insurance Setup : HCFA Details tab)

Version 6.00.20 (Dec 18, 2003)

• Fixes
  1. Incorrect Authorizations remaining on charge screen
  2. Invalid Argument Error when compressing a database in OTUtility
• Added
  1. Open Database if not found
  2. Registration from within Office Therapy
  3. Check so that the last person with master access cannot be deleted
  4. Ability to import custom fields for Clients and Insurance Companies
• Enhancements
  1. Changed the way confirmation emailing works so that it will work with whatever default email client is set

Version 6.00.19 (Dec 10, 2003)

• Fixes
  1. Incorrect Provider PIN being used when filing HCFA
• Enhancements
  1. Importing from Delimited Text file now shows correct labels when importing Insurance and Referral information

Version 6.00.18 (Dec 2, 2003)

• Fixes
  1. Intermittent behavior with incorrect Date appearing (1/1/2000) when adding a new appointment
  2. Incorrect Provider showing when adding a new appointment from the Day View, while viewing multiple Providers
     

Version 6.00.17 (Nov 14, 2003)

• Fixes
  1. Intermittent behavior with Authorization number not showing on HCFA
  2. Day Sheet now correctly shows correct Provider Totals information

Version 6.00.16 (Nov 4, 2003)

• Fixes
  1. Ability to Compact and Repair password-protected databases
  2. Recurring Events now show in Week View
     

Version 6.00.14 (Oct 23, 2003)

• Fixes
  1. Encounter Form now prints Co-Pay amount for Clients with negative balances
• Enhancements
  1. Ability to enter multiple Secondary Provider IDs (Provider Setup : HCFA Details tab)
  2. Provider ID Type Codes listed with Descriptions (Provider Setup : HCFA Details tab)

Version 6.00.12 (Oct 16, 2003)

• Enhancements
  1. Calendar now refreshes automatically when adding a new appointment
• Fixes
  1. Sporadic Type Mismatch or Lost Focus when charging a non Standard Charge
  2. Recurring Appointments show the correct number and dates when Power Charging
     

Version 6.00.11 (Oct 2, 2003)

• Fixes
  1. Not able to delete charged recurring appointments from ledger view
     

Version 6.00.10 (Oct 2, 2003)

• Enhancements
  1. Added Validation for the Begin and End dates in the Provider Earnings Summary
  2. No longer able to delete any reconciled activity from the Ledger
  3. Ability to print Appointment times on Day View Calendar Printout
• Fixes
  1. Ability to delete Charges that were associated with Recurring Appointments
  2. Line spacing issues with client statements
  3. Go To Calendar from Appointment list will now go to the appointment day selected
  4. Printing Payment Types on the Client Activity Detail Report
  5. Rendering Provider Signature Override in Client Setup| Insurance tab| Signature
  6. Moving or Resizing Appointment in Week View

Version 6.00.9 (Sep 26, 2003)

• Fixes
  1. Missing Recurring Events if no End Date is specified

Version 6.00.7 (Sep 22, 2003)

• Fixes
  1. NSF/837 Password to allow for 10 characters
• Enhancements
  1. Help > About screen displays updated Office Therapy Version number

Version 6.00.6 (Sep 16, 2003)

• Fixes
  1. Automation Error when Filing Insurance
  2. Ability to apply Deductible Information in Payment/EOB Screen
  3. General behavior when setting QuicDoc database information in Preferences > Customize

Version 6.0 ( September 8, 2003)

Office Therapy 6 has introduced a number of significant new features and functionality.

Calendar- There have been significant enhancements made to the scheduling functions in Office Therapy. The NEW calendar screens offer both a day and week view, and allow for greater graphical interface. Appointments can be moved and changed using the mouse, or ?dragged? from one time to another or one provider to another.

• day and weeks views
• create recurring appointments as well as events
• print encounter slips/forms
• select appointment intervals of  5, 10, 15, 30, or 60 minutes
• print day view for selected providers or week view for single provider
• appointment icons to indicate recurring, charged, or reminder status, and presence of a note
• ability to power charge non-standard charges tbrough the calendar
• set provider?s work schedule (start and end times) for each day

Security- There have been a number of security enhancements made to Office Therapy. These were designed with HIPAA regulations in mind.

• add database password protection to your Office Therapy database
• set User Access Levels to restrict access to certain areas/functions of the program by user
• track who has viewed, added, modified, or deleted data using Office Therapy?s Audit Log

Electronic Claims- Office Therapy can now transmit HIPAA-required ANSI 837 claims, and can view and manage 835 Response Files. The introduction of ANSI 837claim generation is the most significant enhancement to Office Therapy. While many other software products have used a modified NSF format to comply with HIPAA, DocuTrac, Inc. has incorporated 837 capability.  Further, by using the 837 format, Office Therapy can now handle COB or processing claims to Secondary Insurances using electronic filing (prior to this secondary claims had to be sent on HCFA 1500s).

• In addition to sending 837 claims, Office Therapy can also manage and read 835 response files.

Maintain Multiple Standard Charges- Whereas, in previous versions of Office Therapy you could only maintain one standard charge at a time, Office Therapy 6 can manage multiple standard charges. The way this is accomplished is by referring to the history of charges. Thus, if you have previously charged for a non-standard charge and setup billing distributions for that charge, Office Therapy will recall the distributions if you bill it again, even though it is not the standard charge.

Managed Care Contracts - Office Therapy 6 allows for multiple Contracts for the same time period, for different providers and services.  So, for example, you can now setup two contracts; one for 10 sessions with one provider for 90806, and one for 10 sessions with another provider for 90847.

Other Enhancements Include

• Import patient data from delimited text files
• Includes up-to-date ICD-9-CM codes for psychiatric disorder
• Drop-down selection for Referring M.D.?s (HCFA Details screen)
• Find future appointments for a client from the client list (right-click client and select Appointments)
• SuperBill ? Office Therapy 6 can now print SuperBill information
• Provider?s work schedule can be defined for each day (e.g. Mon 9-5, Tue 10-4, etc.)
• Preference has been added to check payment as Paid in Full when entered
• Client Activity Detail Report now distinguished Client and Insurance Payments
• The position of the address can be more finely set  for windowed envelopes on HCFA?s and Bills
• Filter Appointment List by Client
• Header information is no longer printed on every page of a multi-page bill; header information only appears on the first page to reduce wasted paper

Version 5.2  (May 6, 2003)

• Enhancements
  1. Added ability to set Password for database(s) to prevent unauthorized access of database using Access or other applications
  2. Audit Logging - Added audit logging to track activity in Office Therapy database. Tracks action, user, computer, and time/date stamps the entry
  3. Access Levels - Added ability to set access levels for each user. Each user can now be granted rights to specific areas and functions, or access can be restricted
• Changed
  1. Name settings (e.g. Client vs. Patient), QuicDoc Data Exchange settings, and Backup on Exit option in Preferences, can only be modified by users with Master Access
  2. Only users with Master Access can create Public Lists; otherwise, lists created users without Master Access are Private
  3. HCFA form now displays Amount Paid (Box 29) for Primary Insurance. Prior to this version, Paid amount was displayed only for Secondary Insurance claims on the HCFA-1500
• Fixes
  1. Function on Appointment List menu (right-mouse menu) to Go to Calendar

Version 5.06 (February 20, 2003)

• Added
  1. Under setup for Electronic Filing, checkbox for Test Mode. If checked, all NSF claims are run by clearinghouse in test mode and not for actual production
  2. Provider Number, NSF CA0-28 positions 213 to 227, needed for Tri-Care. Use Box 25, Fed Tax Id, in Provider HCFA details
  3. For insurance companies who do not want a Date of Current Illness (Box 14). If omitted, NSF indicator indicates no date has been entered
  4. Insurance Policy ID column to Insurance Filing History List. Policy ID may be requested on report when insurance company wants proof of filing
  5. Under HCFA Details for Patient Insurance setup, added date field for date patient signed authorization to release information. This date is used for Box 12 on the HCFA and for NSF electronic filing in EAO-14. Office Therapy had been using the date of filing for this field
• Fixes
  1. Appointment List View - filter by date
  2. Error when adding or updating a patient if Auto-Export to QuicDoc set to ON and patient's provider had not been added to QuicDoc previously
  3. Medicare Provider# not populating consistently in BAO-09 field for NSF file. New logic gets Medicare# from Provider Setup, E-File. If this is empty, it uses the Group# (Box 33) from Insurance Company setup, HCFA. Otherwise, it uses the Provider's PIN for Medicare, under Provider setup, PIN Numbers
  4. Rendering Provider NPI not populating consistently in FAO-23 field for NSF file. New logic uses entry from Provider E-File setup or PIN # for given insurance company

Version 5.05 (November 5, 2002)

• Enhancements
  1. Office Therapy and QuicDoc can now automatically exchange data. New or updated patients, providers, insurance companies, and referral sources are automatically "sent" to QuicDoc. See option to automatically export to QuicDoc under Preferences...Customize
  2. NSF field for Rendering Provider NPI logic enhanced to use HCFA overrides (Additional Fields) in Insurance Company setup (HCFA Details tab) for Box 24K, if no Rendering Provider NPI entered in Provider E-File area
  3. Reference # in Bill Printing for Check #
• Fixes
  1. When printing bills, if Provider License contained more than two lines, only the first two would print
  2. Runtime error 6, Overflow error when processing bills or insurance with very large numbers of transactions

Version 5.04 (October 1, 2002)

• Enhancements
  1. New and Improved Help System. The new help system is a compiled HTML Help file
• Fixes
  1. Day Sheet was incorrectly displaying payments from Insurance as from Responsible Parties and visa versa

Version 5.03 (August 12, 2002)

• Enhancements
  1. Default Provider for Import of QuicDoc patients added. So if no matching provider (not paired) client gets associated with default provider. Also added ability to filter list of QuicDoc patients to import, by QuicDoc provider
  2. Ability to add words to custom dictionary for spell checking in Notes
• Fixes
  1. Bill Client. Error when billing a client and selecting Build List by Provider. NEW - Added Import Wizard to import patients from text delimited files. Allows for creating map files to map text file fields to Office Therapy database fields. See File...Administration...Import Delimited Text
  2. Deposit Sheet on Day Sheet Report showed credit card payments as Check
  3. Walkout Statement not printing for client with responsible party where balance is zero
  4. Long Insurance company and referral source names printing beyond label width when printing labels
  5. NSF file data was being printed using lower case
  6. Backup in OTUtility.exe was not overwriting backup file on disk when the name was the same
  7. Amount Paid (HCFA Box 29) was running over into Box 30 on HCFA-1500 printouts
  8. Syntax Error when generating a Bill Listed by Provider
  9. Recurring events for a yearly event failed when in a month with 5 weeks
  10. Provider PIN not going to correct position for NSF file
  11. Error when selecting Creating a New Database and then selecting Cance

Version 5.0 (June 7, 2002)

• Enhancements
  1. NEW Day Sheet Report ? The Day Sheet Report lists all transactions for the date range specified, sorted by date, client, or provider. The following columns are listed in the report: client name, transaction date, provider, payer, transaction type or code, adjustment (for charges only), and amount of transaction.  Totals are provider for charges, client payments, insurance payments, refunds, and adjustments. A total balance is also calculated. If there is more than one provider, totals and a balance are calculated for each. In addition to the Day Sheet, a Bank Deposit Sheet is printed. The deposit sheet shows all payments with date, client name, payer, payment method and reference (or check) number, and amount. Totals are provided for cash, checks, and the grand total
  2. Improved Licensing method providing greater easy of use, activation using e-mail, and improved reliability
  3. Print preview functionality on reports has been enhanced to allow more options in zooming, output formats, and improved performance. Now allows output as RTF or PDF format for reports
  4. Added spell checking to Patient Notes
  5. New Utility, separate application, to do Backup, Restore, Database repairs and compression, and for File Version Checking
  6. Preferences consolidated on one screen and fixed broken link to Help from this screen
  7. When setting up a new user, Master Access defaults to True
  8. Microsoft?s Jetcomp Utility for repair and compression of databases now ships with OT
  9. OT?s trial period has been changed from 30 days to 20 uses
  10. After creating a new database, application automatically goes to User setup first, since this is first action needed
  11. Option to prompt to Backup when exiting added to preferences
  12. Added syncbronization with QuicDoc. Ability to import basic information on Patients, Providers, Referral Sources, and Insurance Companies
• Fixes
  1. All files on removable media (e.g. diskettes or zip disks) were deleted before a backup was copied to disk
  2. Submitter Type field for electronic claims was not being transmitted. (See Maintain Electronic Filing Information under File..Administration)
  3. Default date for billing and receiving payments changed when appointment added to calendar for an earlier or later date.
  4. Client Activity Summary not reflecting Fee Reductions
  5. When using HCFA 1500 format for electronic billing, provider signature was printing twice
  6. Bills were printing for client even though setting for client was Never Print Bill. This occurred for reproducing a bill and walk-out statements
  7. Where a contract covered a specific procedure, and another procedure was used, the warning appeared that only n visits were remaining. Though not counting the non-covered procedure, it was giving a false warning for the contract
  8. When a non-covered procedure printed to the HCFA, it was printing the authorization number of the current contract
  9. Non-covered charges were printing on same HCFA as charges which were authorized
  10. When disabling ?Group by Providers? option in report Client Parties with Insurance, insurance information didn't print
  11. If client had secondary provider and appointment was made, appointments were being scheduled for both providers for same time
  12. When filing secondary insurance, Amount Paid by primary insurance was not being filled for HCFA line 29
  13. HCFA Details, under Insurance Company setup, were being formatted as currency, even if the needed format was for a regular number (e.g. SSN)
  14. Error ?too many fields? when going to Appointment List. This was caused by more than 4 user-defined fields being added to Patient, Provider, Insurance Company, or Referral Source setup
  15. HCFA Details, under Insurance setup was formatting numbers as Currency, and stripping out leading zeros (e.g. if SSN needed and started with a zero)
  16. Client Phone Book printed duplicate client names when client had more than one responsible party