Version 8.0.3 (December 20, 2010)

• Client Setup - Added scanning ability. From Client setup>Documents you can now connect to a twain-compatible scanner for scanning of insurance cards, records, etc.
• Calendar - added option to show name as 1st initial of first and full last name, 1st initial of last and full first name or full name. If hiding names, the calendar show a placeholder (e.g. Client Appointment)
• Calendar - added ability to mark appointments as kept, missed, etc.
• Responsible party and Managed Care contract screens now allow cannot copy/paste operations.
• Walkout - Added ability to print next appointment with a walkout statement
• Reconciliation - When reconciling, added warning at end explaining that you will be unable to make changes to ledger items affected. Reconciled transactions cannot be modified or deleted.
• Insurance Filing - at end or process, if unsuccessful or cancelled for cms or 837, added prompt to delete the generated files.
• Client Bills - added option to print Provider NPI on bills
• Client Daignosis - now allows for ICD-9 only diagnosis
• Clients - Added Patient Wait List designation. You can now create appointments based on active or wait list clients.
• Calendar - added ability to add a client from the Calendar
• Claims - added warning during the 837 file generation process i
f the "Date of Current Illness" falls after any of the dates of service in the 837 file.
• Clients - Added ability to right-click patient and make inactive or active
• User Interface - Enhanced appearance and consistency in several areas.
• Claims - Added Gateway EDI Portal. Once logon information is set in Preferences, can now go to GateWayEDI site with automatic login. (***For testing you can use our portal ID and Password - enter in the Electronic Filing setup)
• Access Rights - Clients - ability to Hide/Mask Social Security Numbers for non-authorized users.
• Access Rights - Providers - ability to specifically restrict user access to Provider setup information and Provider Earnings Reports.
• Calendar - Group Scheduling - you can now create Groups with associated members and schedule a group. There is the ability to toggle between a view showing the Group Appointment versus all members.
• Calendar - Enhanced operation and efficiency when adding client appointment. A smaller subset of clients are loaded, and can be searched improving the speed of display and creation of an appointment.
• Install - Desktop icon is now added at setup
• Calendar - audit log now tracks adding, modifying, and deleting Events
• Credit Card Processing - Added function to remove Pending Charge from Process Credit Card Charges List (used for changes that could not be completed and are done manually)
• Insurance Filing - Able to produce a HCFA Print Image for a Secondary Claim

• Cannot add zero money payments
• Upgrading to 8.0.3 removes permissions on user account
• Copy paste does not work
• Claims - added option for Referring Provider under HCFA Details so that Referring MD Name is placed on 837 as an individual or non-person entity.
• Payments - Took out default payment method to force a selection to prevent mistakes owing to defaulting to CASH.
• Calendar - Consistency addressed in day and week view menus
• Clients - unable to enter new patient last name with an apostrophe
• Calendar - in some instances, clicking on an event displayed Client Appointment details
• Client Reports - not printing extensions for Home or Work Phones in Client Address Book report
• Application - when closing from minimized, it re-opens in small window
• Calendar - You cannot generate an Encounter slip for a charged appointment

Version 8.0.2 (February 18,2009)

• Added - 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.
• Added - 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.
• 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.
• Added - A new report called Card Transactions By Date. This report lists the card transactions sorted by date for a given date range.

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)

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

Version 7.50.81 (November 19,2008)

• Enhancement - Ability to add "my fields" to printed client face sheet.
• Enhancement - Ability to add cell phone under client party setup.
• Enhancement - In the calendar, a snapshot of the Clients Information is now available in a more user friendly grid.
• Enhancement - 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.
• Added - 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.
• Fixed - Adding a payment from the charge screen.
• Fixed - The "Re-produce Bill For client" process in the bill producing wizard.
• Fixed - 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.
• Fixed - 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.
• Fixed - Amount Paid was not showing on HCFA print images.

Version 7.50.80 (October 21,2008)

• Added - 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.
• Added - 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.
• Fixed - The second page of bills with logo was misformatted.
• Added - Warning message, when adding a new client ,to inform the user if a client with the same name already exists in the system.
• Added - Ability to inactivate clients based on charge activity and date range. This feature is located at File > Administration > Client Status Utility.
• Added - 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)

• Added - Ability to include company logo on statements. The preferred logo can be setup under File > Administration > Maintain Company Information
• Enhancement - 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".
• Fixed - Title entered in the billing wizard would incorrectly wrap to the next line.
• Fixed - Bill Producing Wizard would sometimes incorrectly produce bills for person with zero balance or activity.
• Fixed - 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.
• Fixed - The template output directory was populated with an incorrect directory location.
• Fixed - The backup process internally in Office Therapy (under File > Backup database) was different from the one in OT utility program.

Version 7.50.78 (August 7, 2008)

• Added- Client's Other Phone Number 1 and  Client's Other Phone Number 2 can now be included in the Phone Book Report.
• Added- Ability to view the full 7 day week in the calendar. A check box under Calendar Properties will turn this feature on.
• Added- Adjustments can now be made right from the payment screen. (This feature is temporarily unavailable, waiting until further development)
• Added-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.
• Added- Blue Cross Provider Number (1A) under Provider Setup> HCFA Details
• Enhancement- 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.
• Fixed- Primary insurance payment information (DTP segment) was not populating on a claim filed to the secondary insurances.
• Fixed -Authorizations did not show up on "Go To Charge" screen. This has been fixed. Additionally authorizations will also appear on the power charge screen.

Version 7.50.77 (June 16, 2008)

• Added- 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.
• Enhancement- Multiple providers can now be setup as default in the calendar. This option is available under Calendar Properties.
• Added- Overdue payments reports will now include overdue secondary insurance payments in addition to the overdue primary insurance payments.
• Added- 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.
• Fixed- In some instances Alt-L does not open the ledger after the client name is typed.
• Fixed- Error when mail merging with Office Therapy fields

Version 7.50.75 (May 20, 2008)

• Fixed- 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)
• Added- The size of facility address fields under client setup are now increased to 30 characters.
• Added- When insurance filing you can exclude charges with zero distribution to insurance companies. This applies to both electronic (837) and paper (HCFA 1500) claims.
• Fixed- Report Essentials will not launch is there is database password
• Fixed- Error in file path when attempting to create new document from client setup> Docs tab
• Fixed - 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- 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.
• Enhancement - The calendar has a new improved look.

Version 7.50.74 (Oct 1, 2007)

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

Version 7.50.73 (September 17, 2007)

• Fixed-Credit Card Setting for Amex and Discover appears to not being saved correctly.
• Fixed- When entering ACH a blank message box pops up
• Fixed- Card Transaction Report was displaying all payments including CASH. It was also displaying some payments with dates as 1899.
• Fixed-Report Essentials does not save connection string. You had to go to File>Connection to setup every time
• Added- 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
• Fixed -Merchant is misspelled in the credit card processing set up window
• Fixed- OT query getting 430 errors. A corrupted version was being deployed in the full install.
• Fixed- 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.
• Fixed- 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- In the contract watch you could only put in 1000 authorizations. This has now been increased to 10,000.
• Modified- 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)

• Added -- Ability to choose a Current Method directly from the Receive Payment\ EOB window without opening the previous Payment Method window.
• Added -- 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.
• Fixed --  DSM coded printed on encounter slip instead of ICD-9 codes.
• Fixed -- Power charging the type is not changing in the ledger received payment screen.
• Fixed -- Error when clicking on Go To Charge and Trying to Enter a Payment
• Fixed -- Adding more than 4 DSM codes causes error
• Fixed -- Entering a payment from the power charge screen for a prior date set the payment date as current date instead of the prior date.
• Changed -- 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.
• Fixed -- Taxonomy code (ZZ) qualifier for group ID does not save.
• Fixed -- Payment disappears when trying to modify previous payment.
• Fixed -- Error when compacting database.
• Added -- Additional option to search by Last Modified Date is now available on the Daysheet report.

Version 7.50.68 (May 9, 2007)

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

Version 7.50.67 (April 30, 2007)

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

Version 7.00.66 (January 9, 2007)

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

Version 7.00.65 (December 22, 2006)

• Fixed -- Intermittant error when filing overdue insurance claims.

Version 7.00.64 (November 6, 2006)

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

Version 7.00.63 (October 9, 2006)

• Updated -- Added CMS1500 format insurance filing forms capability.
• Added -- Provider NPI.
• Added -- Report Essentials, ad hoc reporting tool.
• Enhanced -- New Form Alignment tool
• Fixed -- Accept assignment on super bill will display correctly.
• Added -- FaceSheet Report

Version 6.10.62 (August 31, 2006)

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

Version 6.10.61 (July 21, 2006)

• Fixed - Unable to add or modify user defined fields in appointments

Version 6.10.60 (July 12, 2006)

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

Version 6.10.59 (June 1, 2006)

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

Version 6.10.58 (April 24, 2006)

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

Version 6.10.57 (April 6, 2006)

• Added - Multiple Diagnosis Pointers on HCFA 1500.
• Fixed - 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.
• Enhanced - 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.
• Added - Existing appointment message on charge screen.
• Added - Ability to change all insurance companies at once to a different electronic filing method.
• Added - Gateway EDI enhancements for HCFA Print Images.
• Fixed - Showing previously selected insurance company for a client on calendar.
• Fixed - Print Image Filing errors if print image file is missing.  Fixed, will now recreate the missing file.
• Enhanced - PRV segment processing in Ansi 837 Files.
  
  

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

Version 6.10.55 (December 15, 2005 Release)

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

Version 6.10.54 (October 25, 2005 Release)

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

Version 6.10.53 (July 19, 2005 Release)

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

Version 6.10.52 (June 22, 2005 Release)

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

Version 6.10.50 (June 9, 2005 Release)

• Fixed - 'Invalid Use of Null' Error when selecting client appointments.

Version 6.10.49 (June 6, 2005 Release)

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

Version 6.10.48 (May 31, 2005 Release)

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

Version 6.00.46 (Feb 24, 2005 Release)

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

Version 6.00.45 (Jan 6, 2005 Release)

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

Version 6.00.44 (Dec 15, 2004 Release)

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

Version 6.00.43 (Nov 9, 2004 Release)

• Added - Audit Log Filtering
• Added - 837 Claim Resubmission values for Ins Co. Rejection
• Fixed - Charge Provider Override not staying set.
• Added - Ability to tell the 837 process that the rendering provider is the same as the payto provider.
• Added - Ability to set an Insurance company to use the provider address information rather than the company address information
• Fixed - Access rights for deleting /Adding/Editing appointments and events has been fixed.
• Added - 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)

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

Version 6.00.40 (September 20, 2004)

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

Version 6.00.38 (Aug 27, 2004 Release)

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

Version 6.00.37 (Aug 20, 2004 Release)

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

Version 6.00.36 (Aug 11, 2004 Release)

• Enhanced – The Database Engine Version was updated to improve functionality in the Client List.

Version 6.00.35 (Aug 9, 2004 Release)

• Enhanced – 837 Electronic Claims Format  2010BA DMG – Subscriber Information - section will always appear.
• Enhanced – The Client Phone Book Report now includes Party Name and Phone Numbers, as well as Client Name and Phone Numbers.
• Added – Insurance Policy Information field is now available as a column in the Client List.
• Added – User Access Level for Document Templates.
• Enhanced – The Provider Payroll Report now handles partial payments, as well as payments in full.
• Added – 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.

Version 6.00.34 (June 16, 2004 Release)

Version 6.00.33 (June 10, 2004 Release)

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

Version 6.00.32 (May 21, 2004 Release)

• Fixed – The Insurance Type in Box 1 of the HCFA Print Image Electronic Claims now populates in the correct location.
• Added – 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 Release)

• Added – 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 Release)

• Added – Additional 837 ISA and GS Fields were added – Button found in File > Administration > Maintain Electronic Filing Information.
• Fixed – Ability to search for Client by Client ID (CltnId) in the Client List.
• Enhanced – 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 Release)

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

Version 6.00.28 (Mar 24, 2004 Release)

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

Version 6.00.27 (Mar 12, 2004 Release)

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

Version 6.00.26 (Mar 9, 2004 Release)

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

Version 6.00.25 (Feb 16, 2004 Release)

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

Version 6.00.24 (Feb 11, 2004 Release)

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

Version 6.00.23 (Jan 29, 2004 Release)

• Enhanced – 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 Release)

• Added – Recalculating Client Balances now also Recalculates Months Without Pay.
• Fixed – Months Without Pay now calculates correctly.
• Fixed – “Invalid Argument” Error when compressing a database from File > Administration.

Version 6.00.21 (Dec 18, 2003 Release)

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

Version 6.00.20 (Dec 18, 2003 Release)

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

Version 6.00.19 (Dec 10, 2003 Release)

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

Version 6.00.18 (Dec 2, 2003 Release)

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

Version 6.00.17 (Nov 14, 2003 Release)

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

Version 6.00.16 (Nov 4, 2003 Release)

• Fixed – Ability to Compact and Repair password-protected databases.
• Fixed – Recurring Events now show in Week View.

Version 6.00.14 (Oct 23, 2003 Release)

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

>Version 6.00.12 (Oct 16, 2003 Release)

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

Version 6.00.11 (Oct 2, 2003 Release)

• Fixed – Not able to delete charged recurring appointments from ledger view

Version 6.00.10 (Oct 2, 2003 Release)

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

Version 6.00.9 (Sep 26, 2003 Release)

• Fixed – Missing Recurring Events if no End Date is specified.

Version 6.00.7 (Sep 22, 2003 Release)

• Fixed – NSF/837 Password to allow for 10 characters.
• Enhanced – Help > About screen displays updated Office Therapy Version number.

Version 6.00.6 (Sep 16, 2003 Release)

• Fixed – Automation Error when Filing Insurance.
• Ability to apply Deductible Information in Payment/EOB Screen.
• Fixed – 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 through 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 Release)

• Enhanced - Added ability to set Password for database(s) to prevent unauthorized access of database using Access or other applications.
• Enhanced - Audit Logging - Added audit logging to track activity in Office Therapy database. Tracks action, user, computer, and time/date stamps the entry.
• Enhanced - 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 - 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.
• Changed - Only users with Master Access can create Public Lists; otherwise, lists created users without Master Access are Private.
• Changed - 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.
• Fixed - Function on Appointment List menu (right-mouse menu) to Go to Calendar.

Version 5.06 (February 20, 2003 Release)

• Added - 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.
• Added - Provider Number, NSF CA0-28 positions 213 to 227, needed for Tri-Care. Use Box 25, Fed Tax Id, in Provider HCFA details.
• Added - For insurance companies who do not want a Date of Current Illness (Box 14). If omitted, NSF indicator indicates no date has been entered.
• Fixed - Appointment List View - filter by date.
• Fixed - 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.
• Added - added Insurance Policy ID column to Insurance Filing History List. Policy ID may be requested on report when insurance company wants proof of filing.
• Added - 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.
• Fixed - 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.
• Fixed - 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 Release)

• Fixed - When printing bills, if Provider License contained more than two lines, only the first two would print.
• Enhanced - 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.
• Fixed - Runtime error 6, Overflow error when processing bills or insurance with very large numbers of transactions.
• Included - Reference # in Bill Printing for Check #.
• Enhanced - 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.

Version 5.04 (October 1, 2002 Release)

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

Version 5.03 (August 12, 2002 Release)

• Fixed - 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.
• Fixed - Deposit Sheet on Day Sheet Report showed credit card payments as Check.
• Fixed - Walkout Statement not printing for client with responsible party where balance is zero.
• Fixed - Long Insurance company and referral source names printing beyond label width when printing labels.
• Fixed - NSF file data was being printed using lower case.
• Fixed - Backup in OTUtility.exe was not overwriting backup file on disk when the name was the same.
• Fixed - Amount Paid (HCFA Box 29) was running over into Box 30 on HCFA-1500 printouts.
• Fixed - Syntax Error when generating a Bill Listed by Provider.
• Fixed - Recurring events for a yearly event failed when in a month with 5 weeks.
• Fixed - Provider PIN not going to correct position for NSF file.
• Enhanced - 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.
• Fixed - Error when selecting Creating a New Database and then selecting Cancel.
• Enhanced - Ability to add words to custom dictionary for spell checking in Notes. 

Version 5.0 (June 7, 2002 Release)

• Enhanced – 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.
• Enhanced – Improved Licensing method providing greater easy of use, activation using e-mail, and improved reliability.
• Enhanced – 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.
• Enhanced – Added spell checking to Patient Notes.
• Enhanced – New Utility, separate application, to do Backup, Restore, Database repairs and compression, and for File Version Checking.
• Enhanced – Preferences consolidated on one screen and fixed broken link to Help from this screen.
• Fixed – All files on removable media (e.g. diskettes or zip disks) were deleted before a backup was copied to disk.
• Enhanced – When setting up a new user, Master Access defaults to True.
• Enhanced – Microsoft’s Jetcomp Utility for repair and compression of databases now ships with OT.
• Changed – OT’s trial period has been changed from 30 days to 20 uses.
• Fixed – Submitter Type field for electronic claims was not being transmitted. (See Maintain Electronic Filing Information under File..Administration)
• Fixed – Default date for billing and receiving payments changed when appointment added to calendar for an earlier or later date.
• Fixed – Client Activity Summary not reflecting Fee Reductions.
• Fixed – When using HCFA 1500 format for electronic billing, provider signature was printing twice.
• Fixed – Bills were printing for client even though setting for client was Never Print Bill. This occurred for reproducing a bill and walk-out statements.
• Fixed – 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.
• Fixed – When a non-covered procedure printed to the HCFA, it was printing the authorization number of the current contract.
• Fixed – Non-covered charges were printing on same HCFA as charges which were authorized.
• Fixed – When disabling ‘Group by Providers’ option in report Client Parties with Insurance, insurance information didn’t print.
• Fixed – If client had secondary provider and appointment was made, appointments were being scheduled for both providers for same time.
• Fixed – When filing secondary insurance, Amount Paid by primary insurance was not being filled for HCFA line 29.
• Fixed – HCFA Details, under Insurance Company setup, were being formatted as currency, even if the needed format was for a regular number (e.g. SSN).
• Fixed – 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.
• Enhanced – After creating a new database, application automatically goes to User setup first, since this is first action needed.
• Enhanced – Option to prompt to Backup when exiting added to preferences.
• Enhanced – Added synchronization with QuicDoc. Ability to import basic information on Patients, Providers, Referral Sources, and Insurance Companies.
• Fixed – 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).
• Fixed – Client Phone Book printed duplicate client names when client had more than one responsible party.