The following list describes the enhancements and modifications implemented in each build of MediTrax 5.0 since its initial release, with the most recent changes listed first.

We're proud of our reputation for providing a stable, dependable software product used nationwide to track millions of worker/patient encounters and financial transactions for over two decades. At the same time, we're constantly working on additional enhancements to Version 5 and we anticipate frequent updates during 2010.

While we make every effort to thoroughly test each update in as many operating environments as possible, we realize that programming errors or "bugs" may occasionally escape the watchful eyes of our alpha- and beta-testers. When this is reported, our first priority is to resolve the error. Each release includes corrections for any "bugs" and error messages reported to date.

The update history for MediTrax Version 4 may be viewed here.

Build 5.04m (10 August 2010)
	Service Quantity: Modified the range of numeric values which may be selected when documenting multiple-quantity services (increasing the option from a maximum of 20 to a maximum of 50).
	Random Selection Compliance: Added a new display detailing compliance with the random selection process for any specified random draw. This report is available from the Drug Testing / Random Selection / Compliance Report - Single Draw menu sequence.
Build 5.04k (9 August 2010)
	Employee Telephone Numbers: Added Employee telephone contact numbers to a variety of rosters (Random Selection Notification reports, Missed Appointment logs, etc.)
Build 5.04j (3 August 2010)
	Schedule Customization: Added the ability to specify the duration of a Clinician's temporary absence (such as for lunch or a meeting), or the duration of a temporary office closure. This enables lengthy absences or closures to be configured in a single step, rather than having to repeat the process for each time block involved.
Build 5.04h (1 August 2010)
	Financial Account Review: Modified the display of Workers Compensation accounts with multiple payors. When an account has multiple payors (such as might happen when charges are reposted from the Insurance Carrier to the Employer, or to the Employee), MediTrax displays a pop-up message asking which account you wish to review. When the account is displayed, the transactions billed to the selected payor are shown in black; others are shown in a magenta font. Clicking on any individual charge or credit displays specific details about the nature of the transaction as well as the payor to whose account it belongs. The outstanding balance shown on the screen reflects the balance due from the selected payor, and not the entire outstanding amount which has been billed for that injury.
	Financial Account Review: Added a symbolic indicator § to the picklist display of Incidents with multiple payors.
Build 5.04g (27 July 2010)
	Credit Balances (Account Overpayments): Enabled deletion of Account Overpayments which were posted in error, or for which the payment was reversed (e.g., the check was dishonored). This menu option is available only to individuals with unlimited data access (System Supervisor access).
Build 5.04f (25 July 2010)
	Workers Compensation Insurance Carriers: Implemented a minor change to allow documentation and billing for services provided for occupational injuries which occurred prior to January 1 1990.
	Workers Compensation Claim Numbers: Added the Claim Number to the information displayed on the daily Clinic Log as well as on the Transaction Log and Transaction Detail Report.
Build 5.04e (20 July 2010)
	Multiple Payors for One Encounter: Added a pop-up information box at the conclusion of documenting services for any Encounter, indicating the payor (Employer, Insurer, TPA, or Employee) to which each service will be invoiced.
	Multiple Payors for One Encounter: Added the ability to indicate, when the payor(s) for services provided during an Encounter are displayed, to change the payor for one or all of the services provided.
Build 5.04d (15 July 2010)
	Urine Drug Testing: Added the ability to automatically link a default Courier Service with the Testing Laboratory for each specimen which is sent to a laboratory for analysis.
Build 5.04c (12 July 2010)
	Washington State Electronic Billing: Implemented an adjustment in the L&I ASC 837 file format to enable accurate billing for multiple Encounters by the same patient on the same day.
Build 5.04b (9 July 2010)
	Account Payments: Added the ability to delete the record of a payment which was posted in error, or for which reimbursement was denied (e.g., a dishonored check).
Build 5.04a (3 July 2010)
	Bundled Services: Added the ability to "bundle" multiple services with a single service charge for the entire group of services. Any service may have one or more other "bundled" services automatically posted to the documentation of any Encounter.
Build 5.03z (26 June 2010)
	Transaction Summary: Made minor modifications to the alignment of columns on the printed report.
Build 5.03y (22 June 2010)
	Deleting Payments: Added the ability to delete a previously-posted account payment or adjustment. The user may document the reason for the deletion ("Posted in Error" or "Check Dishonored").
Build 5.03x (21 June 2010)
	Employer Sub-Accounts: Implemented the second phase of a modification to create multiple billing accounts for each Employer, and to permit individual services within the same Encounter, or in different Encounters, to be billed to different payor locations.
	This second phase displays a list of services which were selected during Encounter Documentation, together with the name of the payor (Employer or Insurer) to whom the service will be billed. Non-billable services will be listed separately.
Build 5.03w (20 June 2010)
	Appointment Scheduling: Restored the ability to schedule appointments during the hours or days a Clinician is shown as "not available".
Build 5.03v (14 June 2010)
	Testing Laboratories: Added the ability to delete a record from the picklist of DHHS-certified laboratories.
	Electronic Billing: Added several automatic data-checking procedures to ensure that all required claim information has been documented before creating an electronic invoice for a claim.
Build 5.03u (9 June 2010)
	Account Review: Restored the ability to display only outstanding charges when reviewing a selected account.
Build 5.03t (5 June 2010)
	Authorized User Privileges: Modified the display of privileges and User Groups to accommodate lengthy lists of groups.
Build 5.03s (31 May 2010)
	Cancelled Appointments: Added a menu option to display and/or print a list of Cancelled Appointments. This list may displayed by selecting the Clinical / Missed/Cancelled Appointments menu sequence.
	Financial Accounts Reconciliation: Modified the Account Reconciliation routine to speed the process.
Build 5.03r (28 May 2010)
	Transcriptionist's Encounter Checklist: Added the ability to create a checklist of all patient Encounters for a specified date or range of dates, providing a transcriptionist with essential details of each Encounter. This checklist may prepared by selecting the Reports / Clinical Reports menu sequence.
Build 5.03q (22 May 2010)
	SSN Lookup: Restored the ability to search for Employee/Patient records using the full 9-digit SSN. This option is available to each user, and may be selected from the Utilities / User Password & Preferences menu sequence.
	Alerts and Comments: Added the ability to display the entire text of lengthy alert messages from the Employer and Employee/Patient demographic data entry screens (as opposed to viewing those messages within a smaller scrollable text entry box).
	Laboratory Couriers: Added the ability to specify the courier service used to send specimens to each testing laboratory. This may be documented via the Demographics / Testing Laboratories menu sequence.
Build 5.03p (18 May 2010)
	Consulting Encounters: Added the ability to designate an appointment or Encounter as "Consult Only (No Patient Care)", in order to speed documentation of services such as case reviews, MRO services, or IME reports. This designation may be checked either at the time of scheduling or documentation.
	Employer Sub-Accounts: Implemented the first phase of a modification to create multiple billing accounts for each Employer, and to permit individual services within the same Encounter, or in different Encounters, to be billed to different payor locations. Until now, all invoices for Employer-requested services (and Workers Compensation services for self-insured Employers) were sent to the Employer's address of record, unless an alternate billing address was specified in the Billing Preferences tab of the Employer Demographics screen.
	This first phase enables users to create sub-accounts for each Employer, and to designate one sub-account as the "default" or "Primary" address to which invoices for Employer-requested services (and Workers Compensation services for self-insured Employers) will be sent.
	Acute Care Services: Modified the wording of the "Acute Care" service category, adding the descriptor "Non-Occupational"
Build 5.03n (14 May 2010)
	Appointment Notes: Implemented the ability to create a free-text note for each appointment/encounter. The note may be created, viewed, edited and deleted by double-clicking on the appointment block in the office schedule display. Notes are printed on Clinician's Worksheets and Clinical Service Protocol Checklists.
	VIS Updates: Updated the Vaccine Information Sheets (VIS) library to include the latest revisions from CDC. After deleting the contents of the VIS subfolder in your MediTrax 5 folder, the new library may be downloaded from www.meditrax.com/mt5/VisMay2010.exe and extracted into your MediTrax 5 folder (the new VIS files will automatically extract into the VIS subfolder).
	Invoices: Added the option to "unbill" a multiple previous invoice which printed incorrectly. All charges are flagged as unbilled. This function is available from the Financial / Invoices / Correct Documentation/Printing Errors menu sequence.
Build 5.03m (9 May 2010)
	Washington State Workers Compensation: Modified the display of the Washington State L&I Activity Prescription Form for ease of use when clicking the on-screen form options.
Build 5.03k (5 May 2010)
	DOT Exams:Added fields for Driver's License information to the Employee Demographics screen, so that the fields can be pre-populated when printing DOT Driver Medical Examination forms.
Build 5.03j (27 April 2010)
	Canadian Postal Codes: Added the ability to use Canadian Postal Codes (CPCs) for Employees, Health Care Provicers, and MROs.
Build 5.03h (26 April 2010)
	Clinician Availability: Modified the process for documenting dates and hours during which a Clinician is not in the office, or is unavailable for appointments. It became apparent that the language "Part Time or Locum Tenens" was causing some confusion, so that has been revised. A "Locum Tenens" Clinician (who would not have a regular weekly schedule) will only appear on the schedule on the days he/she is scheduled to work; however, a "part-time" Clinician (who would generally work one or more days each week on a "regular" schedule) will be displayed each day on the schedule, but will appear on a magenta background on the days when he/she is not scheduled to work.
	Canadian Postal Codes: Implemented the ability to use CPCs (in the ANA NAN format) for Employers and Insurers.
	Employee Picklist: Modified the initial display of the picklist so that the last-utilized record is highlighted (similar to the Employers and Insurer/Payor picklists).
Build 5.03g (19 April 2010)
	"Employer-Requested" Services to Self-Employed Individuals: Modified the indexing process to eliminate inaccurate account updates, and erroneous messages that no services had been documented in the account, when services to self-employed workers were documented in the Employer-Requested service category.
Build 5.03f (12 April 2010)
	"Phantom" Workers Compensation Carriers: Eliminated creation of coverage dates extending through the year 2031 when a gap existed in documented past coverage dates.
Build 5.03e (1 April 2010)
	Resetting a User Password: Added a menu option to reset a user's password without the previous requirement to deactivate the user and then restore his/her authorization. From the Utilities / Database Administration / Reset a User Password menu sequence, a new temporary password can be assigned to a user, which he/she will be prompted to change the first time he/she logs in.
Build 5.03d (31 March 2010)
	CPT Modifiers: Revised the process for assignment of CPT modifier -25. When a procedure and an E&M service are provided during the same encounter, the -25 modifier must be appended to the E&M service rather than the procedure. When this combination of services is documented, MediTrax now prompts the user to indicate which E&M service(s) require the -25 modifier.
	CPT Modifiers: Revised the process for assignment of CPT modifier -50. When bilateral procedures are provided during the same encounter, the -50 modifier must be appended to the bilateral procedures. When this combination of services is documented, MediTrax now prompts the user to indicate which E&M service(s) require the -50 modifier.
Build 5.03c (15 March 2010)
	Adding Diagnoses and ICD-9 Codes from the Official ICD-9 Master List: Revised and simplified the process for adding a new "official" diagnosis and its associated ICD-9 code to the MediTrax Master List.
Build 5.03b (9 March 2010)
	Appointment Notes: Implemented the ability to create and edit free-text notes for individual appointments.
	Diagnosis and ICD-9 Data Table: Updated and expanded the "default" table of diagnoses provided to new MediTrax users.
	Data Table Conversion: Developed a routine to convert service fee schedules, CPT coding, commonly used diagnostic codes, and other selected data tables from a competitive occupational health software program.
	E-Billing: Implemented electronic billing to the Washington State Department of Labor and Industries, using the L&I modifications to the ASCII 837 data format.
	Appointment Schedule: Modified the color scheme for days and times when the office is closed, or when a Clinician is unavailable. Those time blocks are now displayed on a magenta background.
Build 5.03a (3 March 2010)
	OSHA Lost and Restricted Workdays: Revised the calendar display of lost and restricted workdays when selecting multiple dates; lost workdays are now displayed in red, while restricted workdays are displayed in yellow.
Build 5.02z (2 March 2010)
	Account Collections: Implemented the ability to post a credit to an account when payment is received for an amount which was previously "written off" or otherwise adjusted (for example, when a balance has been "written off" and the account submitted to a collection agency, or when a payor has denied reimbursement and the denial has been appealed, and then payment is subsequently received).
Build 5.02y (23 February 2010)
	OSHA 300/301: Modified the display of data elements required for OSHA recordability, for greater clarity and speed of documentation.
	Incident Investigation: Modified the display of data elements, for greater clarity and speed of documentation.
Build 5.02x (12 February 2010)
	Case Management: Modified the sequence of data documentation and the arrangement of data-entry tabs to speed and simplify case tracking.
Build 5.02w (10 February 2010)
	Data Table Indexing: Modified the process for creating Employee and Employer indexes in multi-site installations, to speed the display of picklists in which one or more Employers are filtered in (or out) of the records visible to users at a specific site.
Build 5.02v (8 February 2010)
	Clinician's Notes: Modified the Encounter picklist to allow display of past encounters prior to the default "cutoff" of 45 days prior to the current date.
Build 5.02u (2 February 2010)
	Authorized Users: Eliminated redundancies in configuration of permissions granted to user groups.
	Authorized Users: Eliminated the automatic "full access" option whereby all MediTrax users were able to perform all program functions. When we first released Version 5, we included a file named ALLACCESS.500 in the MediTrax folder. The presence of this file permitted all users to perform all MediTrax functions during an introductory period when they were learning how to use the software. Because many users of Version 5 had not configured their group permission files, we extended the period during which MediTrax searched for the ALLACCESS.500 file to February 2010. Deleting that file will limit program access to the permissions selected for each user.
Build 5.02t (25 January 2010)
	Schedule Configuration: Modified the process for documenting a Clinician's temporary absence, eliminating unnecessary steps.
Build 5.02s (18 January 2010)
	Training Copy: Simplified the routine for creating a "training copy" of MediTrax on any hard drive specified by the user.
	Clinician's Notes: Resolved a "bug" which prevented the "scissors" icon button from deleting text during dictation. The <Ctrl-X> and <Del> buttons worked correctly, but the icon button did not delete the selected text.
Build 5.02r (12 January 2010)
	Scheduling Appointments: Changed the default display of the reason for which an Employee is being evaluated. If the Employee has previously been evaluated for an occupational injury/illness and has not been discharged from care for that injury/illness, the default appointment category will be displayed as This is an Incident on file in the data table and the drop-down list of Incidents will show that Incident as the default selection.
	Locum Tenens Clinicians: Resolved a "bug" which caused appointment scheduling to send an error message when one of the Staff Clinicians is a locum tenens (whether or not that Clinician is on the schedule for the date of the appointment). The error did not cause any incorrect data to be stored.
Build 5.02q (11 January 2010)
	Acute-Care Services: Resolved a pesky "bug" which caused non-occupational diagnoses to be omitted from CMS-1500 invoices for acute care services. The list of non-occupational diagnoses for an Employee/Patient may be edited at the time of Encounter documentation, or at any time from the Case Management / Non-Occupational Problem List menu sequence.
Build 5.02p (9 January 2010)
	Case Management Events: Added the ability to modify the list of "trackable" Case Management events and actions. This option is available from the Case Management / Add/Edit Case Management Event Category menu sequence.
	Account Review: Modified the pop-up information displayed after clicking on any account credit/adjustment. Previously all adjustments were described as "writeoffs"; the display now specifies whether the transaction was a contractual adjustment, payor denial, or writeoff.
	Invoices: Corrected a "bug" which originated in Build 5.02j, and which under certain conditions caused the names of Employee/Patients not to be displayed on the clinical schedule and/or in Encounter registration/documentation windows, and not to be printed on invoices. The error did not result from incorrect storage of any data records, but rather from a failure to retrieve and display correct demographic information.
Build 5.02n (7 January 2010)
	Scheduling Appointments: When scheduling or rescheduling an appointment in a selected time slot, MediTrax now automatically checks the Clinician's daily schedule both prior to and following the selected time slot. If there is a possible time overlap (for example, an appointment is being scheduled 15 minutes following a 60-minute appointment already on the schedule, or if a 60-minute appointment is being scheduled 15 minutes prior to a previously-scheduled appointment), MediTrax displays an alert message describing the overlap(s). As before, the user has the option to schedule "overlapping" appointments.
	Deleting Employee/Patient Records: Resolved a "bug" which occasionally prevented deleting an Employee/Patient record which had been created in error.
Build 5.02m (5 January 2010)
	Fee Schedule Modification: Changed the point at which MediTrax stores the date of the last update to a Fee Schedule. The date is now changed (and is updated in the Fee Schedules picklist display) as soon as any individual service charge or service item is added or modified.
	Scheduling Appointments: Modified the schedule display so that after scheduling or rescheduling an appointment in a selected time slot, the updated display returns to the same time slot (rather than the first time slot of the day).
	End of Fiscal Year: Corrected a "bug" which occasionally resulted in failure to save the date on which the current fiscal year ends.
Build 5.02k (31 December 2009)
	Clinical Schedule: After adding the option to display a Clinician's weekly schedule (see the next item), various schedule display options were grouped together in a single Clinical / Appointment Schedule submenu.
	Clinician's Weekly Schedule: Added the ability to display a specified clinician's schedule for an entire week. This feature may be accessed from the Clinical / Appointment Schedule / Clinician's Weekly Schedule menu sequence.
Build 5.02j (30 December 2009)
	Schedule Customization: After implementing several enhancements to enable customization of the look of the Clinic Schedule (see the next two items), these functions were grouped under a single submenu. They may be accessed using the Utilities / Schedule Customization menu sequence.
	Clinician's Temporary Absence: Added the ability to document a Clinician's temporary lack of availability for less than a full workday, together with the reason for the absence (meetings, lunch/meal breaks, vacation/leave, "personal/other"). After selecting the time block during which the Clinician will be unavailable, the user may indicate whether the absence will occur on just one date, or whether and how often it will be repeated (daily, every week on this day, or every month on this day -- such as the second Wednesday of each month). This function may be accessed via the Utilities / Schedule Customization / Clinician's Temporary Absence menu sequence. Full-day absences may be documented as before, using the Utilities / Schedule Customization / Work/Vacation/Leave menu sequence.
	Temporary Office Closure: Added the ability to document times when the office is temporarily closed for less than a full workday (for meetings, etc.) These time slots are displayed on a grey background, with the reason for the closure shown, when viewing the clinical schedule. Full-day closures may be documented as before, using the Utilities / Schedule Customization / Facility Holidays menu sequence.
	Clinical Schedule Sequence: Added the option to specify the order in which Clinicians will be displayed on the daily schedule (previously Clinicians were always displayed in alphabetical order). This option is available from the Utilities / Schedule Customization / Clinician Display Sequence menu sequence.
	Appointment Check-In Indication: Modified the display of the daily schedule to show Employee/Patients who have arrived for their appointments on a light green background.
	Clinical Protocol Preview: Modified the pop-up information displayed when the user clicks on any specific appointment in the Clinical Schedule window. If the appointment involves a Clinical Service Protocol, a "View Protocol" button is displayed in the pop-up window, enabling the user to view the services required in that Protocol.
Build 5.02h (21 December 2009)
	Clinician's Notes: Added the option to document that an authorized MediTrax User is also a Staff Clinician. This enables the Clinician of record for any Encounter to modify a clinical note which has been initiated by another individual. A Medical Assistant or Nurse may document an Employee/Patient's vital signs, allergies, social history, and description of the circumstances of an occupational injury, for example, saving the Clinician's Note for later updating.
	A Clinician's Note may generally be edited only by its creator; however, the Clinician of record for any Encounter may assume authorship of the Note and may edit its content after another individual has initiated the Note. If the Note has been saved without locking, unlimited editing is possible; if the Note has been saved and locked, editing is limited to "striking out" text and adding new text.
	A Clinician's MediTrax User ID may be documented from the Utilities / Database Administration / Authorized Users/Security / Individual User Data Access menu sequence. Clicking the "Clinician" checkbox prompts the user to identify the Staff Clinician associated with that User ID. This enables the Clinician to edit any Clinician's Notes initiated by another individual, provided he/she is the Clinician of record for the selected Encounter.
	"One-Minute Checkout": Enabled the user to "tab down" to the Check Out button after documenting visit details required for checkout.
	Workers Compensation Insurance Carriers: Added a Save button to the picklist of carriers for a selected Employer (changes in carrier status were previously saved automatically, but two users requested the addition of this button for greater assurance that their updates had been saved).
	Authorized Users: Resolved a "bug" which occasionally prevented adding new entries to the list of Authorized Users.
Build 5.02g (14 December 2009)
	Employer Picklist: Resolved a "bug" in the user selection of the default display order (i.e., by name or mnemonic code), so that the option is always implemented. This option may be selected from the Utilities / User Password & Preferences / Change Preferences menu sequence.
	Infectious Disease Surveillance: Modified the reports for TB and Hepatitis B Surveillance Status for a "cleaner" look.
	Infectious Disease Surveillance: Resolved a "bug" which occasionally resulted in incomplete reporting when the "Begin a new page for each Department" report option was selected.
Build 5.02f (11 December 2009)
	Clinician Demographics: Added the ability to add multiple "Staff Clinicians" identified as (for example) CLINIC STAFF 2 or NEXT AVAILABLE 2, in order to expand the available columns and corresponding time slots in the facility schedule.
	Employee Picklist: Enabled a "persistent" display preference regarding the display of previously-terminated Employees. Selecting the Show Former Employees checkbox adds all previously-terminated Employees to the display, and this format continues until either the Hide Former Employees checkbox is selected, or the user logs out of MediTrax.
	Immunization / Infectious Disease Surveillance Record: Resolved a "bug" which resulted in delayed printer spooling when printing the cumulative historical record of individuals with a particular combination of the number of records in each of the four categories.
Build 5.02e (9 December 2009)
	Picklists: Created additional data table indexes to speed alphabetic and numeric searching of Employees, Employers, and Insurer/Payors.
	Data Table Updating: Resolved a "bug" introduced in 5.02c which produced an error message if one of the required indexes had not been created.
Build 5.02d (7 December 2009)
	Encounter Documentation: Resolved a pesky "bug" which caused the display of the clinical schedule to be bypassed when documenting multiple encounters without returning to the main menu screen.
Build 5.02c (1 December 2009)
	Clinician's Notes: Added the ability for a Clinician's Note to be edited or expanded by someone other than the original creator. For example, a medical assistant or nurse may document a patient's vital signs, medical history, social history, etc., in a clinical note, and the Clinician of record for that Encounter (but no one else) may subsequently edit that note to include details of his/her examination findings. If the original creator of the note has locked (rather than simply saving) the note, editing will be limited to "striking out" existing text and adding new text. When the Clinician of record edits the note, he or she becomes the creator of the note and the original writer (the medical assistant or nurse, in this example) will not be able to edit it later.
	Clinician's Notes Customizaton: Modified the default header at the request of a specific user.
	Reprinting Invoices: Resolved a "bug" which occasionally caused reprinted invoices to print in a format other than the one selected by the user, and to display incorrect payor information.
	Posting Account Payments/Adjustments: Modified the process for documenting these transactions. Previously, the account display moved back to the top after each click of the Pay Balance, Pay, Adjust by, Delete Charge, or RePost buttons. The display now remains centered on the current transaction.
Build 5.02b (9 November 2009)
	Audiometry Test Report: Modified the text of the plain-English interpretation printed on the report provided to the Employee, for greater clarity.
	ZIP Code Search: Modified the sequence of events when the user enters a ZIP code in the demographic record of an Employee, Employer, or Insurer/Payor. Previously, in order to use the automatic search by ZIP code the user was obligated to turn off the option which automatically enters the City and State when adding new records. If there was anything entered in the City or State fields, MediTrax would not update that information when the ZIP code was entered. Because the ZIP code is not always immediately available when entering employee data, many users asked to preserve the option of having the city and state entered automatically. For that reason, the data entry process was revised so that even if the City or State fields already contain information, entering the ZIP code will update the contents of those fields.
	Appointment Schedule: Added the home and work phone numbers of the Employee to the pop-up information display available via clicking on any specific appointment.
	Data Import from Version 4: Modified the import routine to ensure complete transfer of all audiometric test records, including records for Employees who no longer worked at the specified company.
Build 5.02a (2 November 2009)
	Appointment Scheduling: Modified the display update after adding an appointment to the schedule, to return the highlighted area to the just-scheduled appointment whenever possible (as opposed to the beginning of the day).
Build 5.01z (31 October 2009)
	Picklists: Resolved a "bug" introduced in 5.01x which occasionally produced an error message following repetitive display of Employee, Employer, and Insurer/Payor picklists.
Build 5.01x (26 October 2009)
	Picklists: Modified program code to further speed displays and updates of picklists.
Build 5.01w (26 October 2009)
	Invoice Customization: Added the facility telephone number at the top of MediTrax-format invoices in response to a customer request.
Build 5.01v (25 October 2009)
	Pop-Up Calendar: Modified the calendar display to ensure all past dates are selectable when displaying the clinical schedule.
	Transaction Log: Added a line to this report, showing the total amount of Deletions of Earlier Charges.
	Transaction Detail Report: Added a line to this report, showing the total amount of Deletions of Earlier Charges.
Build 5.01u (21 October 2009)
	Account Review: Modified the display and printout of account adjustments to ensure "Writeoff/Uncollectable" transactions included a full description of the adjustment type.
	Account Review: Modified the algorithm for listing active accounts to ensure all accounts with outstanding balances appeared on the appropriate picklist with the correct color coding.
Build 5.01t (18 October 2009)
	Reports: Adjusted the vertical alignment of Employee names at the top of two reports on which the name was occasionally "cut off" at the top of the report.
Build 5.01s (13 October 2009)
	Encounter Documentation: Minor adjustment to further speed consecutive documentation without reloading the Encounter picklist.
Build 5.01r (11 October 2009)
	Encounter Documentation: Eliminated repetitive searching for "open ticket" Encounters after each documentation.
	Encounter Documentation: Enabled rapid correction of the Clinician and/or the date of an Encounter without going through the Encounter Documentation process. This option is available using the Clinical / Encounter Documentation / Change Incorrectly Entered Date/Clinician menu sequence.
	Clinician's Notes: Eliminated repetitive searching for Encounters without clinical notes after each documentation.
	Work Status Report: Eliminated the "signature line" following the description of work restrictions. The name of the Clinician who wrote the restrictions is shown but without the implied requirement to physically sign the document.
	Consulting Services: Added the option to document services from the Clinical / Encounter Documentation menu sequence.
	ZIP lookup: Modified the order of data entry when entering addresses in demographic records (Employee/Patients, Employers, Insurers, etc.) When a ZIP code is entered, MediTrax automatically enters the correct city and state.
	Employees with Multiple Jobs: Revised the mechanism for detecting Employees with multiple jobs. The Employee picklist now displays a green rectangle in the leftmost column if multiple Employers have ever been documented for that Employee, whether or not he/she still works at each of those companies. When editing the Employee's demographic record, clicking the "This Employee has Multiple Employers" message displays a list of all current and past Employers for that individual.
	Employee SSN/DOB Data Entry: MediTrax now displays an alert message if an Employee record is created without documenting the SSN (or ID number) and date of birth. This does not prevent creation of the demographic record (since the information may not be known at the time an appointment is scheduled), but an alert message will be displayed each time an appointment is scheduled or the Employee is registered for an appointment.
	Staff Clinician Demographic Records (Multi-Site Configuration): Resolved a "bug" which disabled assignment of a different status (part-time, locum tenens, inactive) for each clinic location.
	Surveillance Category Rosters: Enabled selection of Employee/Patients from all Employers, or from one specific Employer.
	Surveillance Category Rosters: Enabled display and printout of all Employee/Patients who are members of a selected Category.
	Medical Surveillance Categories: Enabled display and printout of all Surveillance Categories to which an individual Employee/Patient belongs.
	Encounter Types / Clinical Service Protocols: Encounter types which are used by only one Employer are now displayed in the picklist with the name of the Employer instead of the words "SINGLE EMPLOYER".
	Service Use Trend Report: Resolved a "bug" which in rare circumstances prevented the definition of a new report format.
	"Who's-Due" Lists: Renamed the "tickler" lists of Employee/Patients due to return for reevaluation. They are now shown on menus as Appointment-Recall lists.
	Clinic Productivity Summary: Corrected a "bug" which omitted the calculation of the number of "Initial Evaluations" of occupational injuries/illnesses.
	Utilization by Visit Type: This report, detailing service volume and revenues/costs for each type of Encounter, has been restored and is currently in beta testing, with a planned release date of November 1 2009. In facilities which generate revenue, the report also shows the total payments and account adjustments to date for each type of Encounter.
	Provider Utilization Summary: Restored and renamed this report showing service volume and service revenue/costs for each Clinician, for each Revenue Center/Cost Center. The Revenue Center Utilization Summary is available from either the Financial / Reports/Summaries menu, or from the Reports / Financial Reports menu. (The Report will be listed as Cost Center Utilization Summary in facilities which do not generate external revenue). A related report, listing the total amount of service charges for each Revenue Center/Cost Center during a user-specified time period, as well as payments and adjustments to date, is in beta-testing with a planned release date of February 2010.
	Immunization and Infection Surveillance: Added Influenza A (H1N1) Monovalent Vax (H1N1 Flu Vax), Influenza A (H1N1) Serology [RPR] (H1N1 rRT-PCR), and Influenza-Like Illness (clinical) (ILI) to the documentation picklist.
	Immunization and Infection Surveillance: Enabled selection of multiple immunizations / tests / education services for one Employee/Patient from the picklist in a single operation.
	Alert Messages: Eliminated repetitive display of alert messages at the time of scheduling, registration, checkout, and Encounter documentation.
	Alert Messages: Enabled users with appropriate data-access privileges to edit or delete of an alert message at the time it is displayed.
Build 5.01k (3 August 2009)
	Workers Compensation Insurance Carriers: Modified the routine for verifying whether previously-invoiced services were billed to the wrong insurance carrier. Changing the dates of coverage for any carrier triggers a review of all previously-billed charges. If the service was not billed to the correct carrier, MediTrax notifies the user of the previous billing and asks for confirmation that the payor should be changed. This will then be reflected as an adjustment to the previous invoice (zeroing the outstanding balance for that charge) and the creation of a new charge in the correct account.
	Invoices: Modified the search algorithm to speed printing of invoices and ensure no billable service charges are overlooked.
	Invoices: Modified the description of multiple-quantity service charges (e.g., supplies) to indicate the quantity provided.
	Invoices: Added the option to "unbill" a previous invoice which printed incorrectly. All charges are flagged as unbilled. This function is available from the Financial / Invoices / Correct Documentation/Printing Errors menu sequence.
	Reprinted Invoices: Resolved a "bug" which occasionally reprinted an invoice with incorrect payor information, when the format of the invoice was changed from what was originally printed.
	Employer Invoices: added the providing Clinician's name to the listing for each Encounter.
	CMS-1500 Boxes 25 and 33b: Enabled users to specify whether the Clinician's SSN or the Facility's provider number should be shown in each box.
	Invoices: Added the ability to reconcile all invoice balances following a program interruption or server crash.
	Account reconciliation: Added the ability to reconcile all account transactions following a program interruption or file server crash.
	Transaction Detail Summary: Resolved a "bug" which in rare circumstances interrupted the printout of this report.
	Random Selection: For any random draw, enabled Employer-by-Employer printout of selectees in a Consortium, with the selectees and alternates from each Employer shown on a separate page.
	Custom Logos: Enabled printing of a custom logo in the header of reports and summaries. The dimensions of the area in which the logo is printed are approximately 1.5 to 1 (width to height). If you wish to print this logo on reports and summaries, please send a high-quality copy of your logo (100 x 64 pixels or larger) to MediTrax Support.
	Conversion from Version 4: Modified the sequence of data table conversion to better ensure correct conversion and import of all records.
Build 5.01q (28 August 2009)
	Missed Appointments: Enabled cancellation or rescheduling of an appointment from the picklist of missed appointments. This picklist display is accessed from the Clinical / Missed Appointments menu sequence.
	Work Restrictions Summary: Enabled generation of a summary of all Employees with current work restrictions from the Case Management / Medical Work Restrictions/Work Status menu sequence. The report may be generated for all Employees, or for one Employer, or for all Employees in a Surveillance Category, a specified Department, or a specified Job Title.
	Audiometric Test Report: Implemented a descriptive report of an Employee's most recent audiometric test, designed to be given to the Employee. The report is accessed from the Surveillance / Audiometry/Hearing Conservation / Employee's Test Report menu sequence.
	Invoice format for Employers: Enabled the user to specify the preferred format (CMS or MediTrax) for workers compensation invoices sent to the Employer. This preference may be selected from the Employer demographic edit screen, in the Billing Preferences tab.
	Immunization / Infection Control Surveillance: Changed the name of this menu item to Immunization / Infectious Disease Surveillance
	Sources-of-Revenue Report: This report has been renamed the Business Account Summary, with the option for the user to request a report by Employee, Employer, or Revenue Center (in facilities which do not receive external revenue, this last option is shown as "Cost Center"). This report is accessed from the Financial / Reports and Summaries / Client Accounts and the Reports / Financial Reports / Client Accounts submenus. The report by Revenue Center/Cost Center is in beta testing, with an anticipated release date of November 1 2009.
	Multi-Site Installations: Modified the main window title for multi-site installations to indicate the "virtual work location" at which the user is logged in.
	Print Alignment: Corrected a "bug" which caused certain reports bearing the Employee's name at the top to print "too high" on the page, cutting off the name of the Employee.
Build 5.01p (18 August 2009)
	MRO Review: Implemented several modifications to the MRO Review module, with beta-testing continuing.
Build 5.01m (8 August 2009)
	Delay messages: Made a minor adjustment in the display of "Retrieving information from MediTrax data tables" messages.
Build 5.01k (3 August 2009)
	Workers Compensation Insurance Carriers: Modified the routine for documenting successive workers compensation coverage for an Employer to more effectively prevent documentation of overlapping coverage dates.
Build 5.01j (27 July 2009)
	Error Messages: Modified the template for ICD-9 codes to enable the creation and editing of new record entries with E, J, and V codes.
	Demographic Data Update: Enabled users to select whether they wish to be reminded to verify an Employee/Patient's demographic data record at the time of registration and checkout. This option may be selected from the Utilities / User Password & Preferences / User Preferences menu sequence.
Build 5.01h (21 July 2009)
	Error Message: Resolved an error message reported by a MediTrax user in Build 5.01g. The error did not involve any incorrect storage of previously-entered data.
Build 5.01g (13 July 2009)
	Error Messages: Resolved two error messages reported by MediTrax users in Build 5.01d. The errors did not involve any incorrect storage of previously-entered data.
Build 5.01f (8 July 2009)
	Documentation of Services: The "running total" display of service charges selected for posting to an account was removed temporarily in 5.01d to make room for the new "Diagnosis" button when posting services for cases that have multiple diagnoses (some facilities had been getting invoices returned because the correct diagnosis reference was not printed on the CMS-1500 form). The display of these running totals has been restored in a new position, above the picklist of selected services.
	"One-Minute Checkout": One of the new features in 5.01d was the ability to add "non-occupational diagnoses" for Acute-Care Encounters. These diagnoses were also mistakenly displayed for selection in occupational injury (workers comp) cases. This has been resolved in 5.01f.
Build 5.01e (6 July 2009)
	Error Messages: Resolved two error messages reported by MediTrax users in Build 5.01d. The errors did not involve any incorrect storage of previously-entered data.
Build 5.01d (4 July 2009)
	Follow-Up of Employer-Requested Evaluations and Acute-Care Services: Implemented the ability to create a "tickler" or reminder record for follow-up appointments which have not been scheduled (e.g., to create a reminder that an Employee/Patient should return on or before one year from today's date for a follow-up DOT medical evaluation). This option was introduced in build 5.01c (see below) and is now fully functional at the time of Check-Out or Encounter Documentation, with the option to specify the type of evaluation for which the Employee/Patient should return.
	When displaying the Appointment Schedule for a single Employee/Patient, a message is displayed listing any reminders for unscheduled future appointments, again with the option to schedule a specific appointment date and time.
	Audiometry: Implemented a graphic test report for Employees, indicating the degree of hearing loss in each ear as well as comparison with previous tests. The report is accessible from the Surveillance / Audiometry / Employee's Test Report menu sequence.
	Medical Clearance Checklist and Report: Implemented a Medical Clearance Report which may be printed for the Employee and/or the Employer following an Employer-requested evaluation. The Checklist may be printed at the time of Encounter Registration, and the Report may be printed at the time of Check-Out or Encounter Documentation. The template for the Checklist and Report are accessed from the Utilities / Document Templates / Medical Clearance Forms menu sequence.
	Patient Diagnoses for Acute-Care Encounters: Implemented the ability to document a list of diagnoses for each Employee/Patient, to prioritize the diagnoses according to which one(s) are addressed and/or treated during an Acute-Care Encounter, and to reference the appropriate diagnosis for each charge on a CMS invoice for that Encounter. The list of diagnoses is accessible from the Case Management / Non-Occupational Problem List menu sequence, and may be accessed and edited at the time of Encounter documentation.
	When documenting services provided during an Encounter for an Employee/Patient with multiple diagnoses, the diagnosis for which each service was provided may be selected to ensure appropriate referencing on the CMS invoice.
	Respirator Fit Testing: Added the ability to document fit testing for "Medium/Regular" size masks.
	Missed Appointments: Added the ability to delete missed appointments from the clinical schedule.
	Documenting an Employee's Supervisor: Implemented the ability to select an Employee's Supervisor from a picklist of all Employees working for that company. This selection process will be expanded in future releases to enable preparing summary reports for each Supervisor, and to send the reports directly to each Supervisor via e-mail.
	Error Messages: Resolved error messages reported by various users. The errors did not involve any incorrect storage of previously-entered data.
Build 5.01c (21 May 2009)
	Follow-Up of Employer-Requested Evaluations and Acute-Care Services: Expanded the options for documenting the followup status of these categories of evaluation. There may be no required followup, or a return visit may be scheduled at the time of checkout, or the Employee may be placed on a "who's-due" tickler list to return on or before a date in the future (e.g., an Employee may be given a DOT clearance for 3 months, or 6 months, or 1 or 2 years; this last option enables the driver to be placed on a tickler list without the need to schedule an appointment at a specific date and time. Immunization followups may likewise be documented as necessary "on or before" a future date, without specifying the date and time at which the Employee should return.) NOTE: The "return-on-or-before" option is in an evaluation stage, and will be modified prior to final implementation.
	Encounter Documentation: Reduced the number of days for which MediTrax searches the appointment calendar for undocumented Encounters, before displaying the Encounter picklist. Beginning with version 5.0zz, the records of all undocumented Encounters for the previous 365 days were scanned, resulting in unacceptable delays in displaying the picklist in most facilities (since most MediTrax users document Encounters within 3 to 5 days at a maximum). The search period has been reduced to 45 days. Users wishing to document services occurring more than 6 weeks previously may do so by selecting the Finances / Post Service Charges menu sequence.
	Selecting a Default "Virtual Office": In multi-site installations, implemented the option to specify the "virtual office" location which should be opened at the time of logon for each User. This option is available from the Utilities / Database Administration / Authorized Users & Security / Individual User Data Access menu sequence.
Build 5.01b (12 May 2009)
	Allergies on Clinician's Worksheets: Added an "Allergies" section to the top of clinical worksheets and immunization summaries.
Build 5.01a (1 May 2009)
	Social History on Clinician's Worksheets: Added a checkbox to clinical worksheets for occupational injuries and illnesses, enabling clinicians to indicate that the Employee's social history was reviewed at the time of the first visit.
	Displaying Third-Party Invoices: Implemented minor adjustments to the routine for displaying previous invoices sent to third-party payors.
	Posting Account Credits/Adjustments: Implemented minor adjustments to the routine for displaying accounts when posting credits and account adjustments.
	Corporate Occupational Health: Enabled automatic prompting to verify Employer demographic information for corporate occupational health programs.
	CMS-1500 Box 25: Modified a change made in version 5.0ww, enabling user selection of information to be displayed in Box 25 of CMS-1500 invoices (Facility EIN or Clinician SSN). This selection may be made using the Utilities / Database Administration / Program Parameters / Financial Parameters menu sequence.
	Conversion from Version 4: Modified the routine for importing data tables from Version 4 to improve speed and accuracy.
Build 5.01a (9 April 2009)
	Employee Picklist: Revised the format of the Employee picklist to show the department name when only the workforce of a single Employer is displayed.
	DOT Driver Medical Exam Form: Adjusted the printout of the Driver's address, city and state printed on the form so that these data elements are split into two lines whenever necessary to fit in the space provided.
	DOT Driver Medical Certificate: Enabled printing a single 2" x 3.5" DOT Medical Certificate, using sheets of 5-down 2-across blank business-card sheets such as the Avery 587x Business Cards.
Build 5.0zz (9 April 2009)
	Data Table Import from Version 4: Modified the routine for importing Incident records from Version 4, to insure correct display of all Incidents when reviewing financial accounts.
	Encounter Documentation: Expanded the period during which Encounter Documentation is permitted. Previously MediTrax allowed documentation and dictation of clinical notes only for Encounters within the previous 45 days. The limit is now 365 days.
Build 5.0yy (3 April 2009)
	Drug Testing: Revised screen sequence for documentation of specimen collection. If the Employee has been selected for random testing, MediTrax asks whether the collection is due to that random selection process (enabling compliance reporting for each individual random draw). This module is currently undergoing beta testing.
	Error Messages: Resolved error messages reported by various users. The errors did not involve any incorrect storage of previously-entered data.
Build 5.0xx (23 March 2009)
	Self-Employed Individuals: Added the ability to document "Employer-Requested Services" for self-employed workers. This enables clinics with a significant acute-care outpatient clientele to track services such as drug screens and DOT examinations in the same category as if those services were provided for a specific Employer.
	Group Immunizations: Modified the process for documenting group immunizations to enable documentation of multiple events for the selected group of Employees; e.g., you may wish to document a "flu clinic" at which each Employee received the VIS for Influenza Vaccine (inactivated) and the Influenza Vaccination Screening Questionnaire and Flu Vaccine Education and the vaccine itself.
	Lengthy Invoices: Modified the process for printing and viewing invoices for Employer-Requested services to ensure that invoices do not become so lengthy that they cannot be displayed on the screen for subsequent posting of account credits and adjustments. When an account has more than 100 uninvoiced Encounters, MediTrax will now print separate invoices of approximately 7 pages each; the maximum number of Encounters shown on any one invoice is limited to 100. This will enable all invoices to be displayed properly on the screen.
Build 5.0ww (17 March 2009)
	Respirator Fit Testing/Clearance: Enabled documentation of the type, model and size of the respirator for each clearance or fit test. Expanded the list of respirator categories. Enabled selection of specific respirator models from a user-modifiable picklist. Enabled documentation of the clinician performing the fit test or issuing the respirator use clearance. Enabled the option to print an individual Employee's fit testing / respirator clearance record.
	Financial Transactions Log: Modified the display of account credits. Credit adjustments resulting from deletion of previously-invoiced charges are now totaled separately from payments received, and are displayed on a separate line with the heading DELETIONS OF INVOICED CHARGES.
	Displaying Terminated Employees: Modified the Employee picklist so that the user's preference for displaying terminated Employees is saved. MediTrax asks whether the preference should be changed for all users at logon, or just for the remainder of the session for that user: i.e., if the user checks "Display Former Employees", the picklist will include terminated Employees until the user logs off or checks the "Hide Former Employees" setting.
	CMS-1500 Tax ID: Modified the content of Box 25 to show the EIN (Tax ID) of the facility rather than the SSN of the individual clinician.
Build 5.0vv (9 March 2009)
	Encounter Registration Forms: Added the DOT Driver Examination form to the list of forms available to be printed at the time of registration or pre-registration, with the driver's demographic information and the name and address of the examining Clinician pre-printed on the form.
	Diagnoses for Acute Care Encounters: Added the ability to document one or more diagnoses at the time of documenting an Acute Care Encounter, to enable appropriate reimbursement when billing these services to an Insurance Carrier.
	Billing for Acute Care Encounters: Added a field to the Employee Demographic data record, enabling the user to indicate (if the Employee's Health Care Insurance Carrier has been specified) that invoices for Acute Care services should be sent to the Insurance Carrier rather than to the Employee. The checkbox for this parameter is located in the Medical tab of the Employee Demographic record update screen.
	CMS-1500 Invoices: Adjusted the display of the information printed in boxes 32 and 33 so that the names of facilities which exceed the available width of the boxes are split (whenever possible) into two lines.
	Document Scanning: Added a "hot button" to the Encounter picklist, indicating when a scanned document related to that Encounter has been stored and enabling the user to view the document by clicking the "hot button".
Build 5.0uu (4 March 2009)
	Clinical Service Protocols: Revised the algorithm for importing data from Version 4 to correctly align Employer-specific Encounter types and their associated Clinical Service Protocols.
	Document Scanning: Added a "hot button" to the Invoice picklist, indicating when a scanned document related to that Invoice has been stored and enabling the user to view the document by clicking the "hot button".
Build 5.0tt (2 March 2009)
	Document Scanning: Expanded the ability to cross-reference scanned documents to an individual Employee, a specific Encounter, an Occupational Injury/Illness Incident, an Invoice, or to a specific FMLA Case.
	Document Scanning: Added a "hot button" to the Employee picklist, indicating when a scanned document related to that Employee has been stored and enabling the user to view the document by clicking the "hot button".
	Clinician's Notes: Resolved a "bug" which prevented the changes made in multiple successive edits from being saved and printed.
	Clinician's Notes: Resolved a "bug" which prevented the first page of multiple-page notes from being printed.
	Error Messages: Resolved error messages reported by various users. The errors did not involve any incorrect storage of previously-entered data.
Build 5.0ss (18 February 2009)
	Encounter History: Added the ability to display all documented Encounters for a selected Employee. The display is accessed from the Clinical / Patient Encounter History menu sequence. Selecting any displayed Encounter causes MediTrax to list the services provided during the Encounter.
	Clinician's Notes: Modified the printing protocol to require saving typed or dictated text prior to printing.
	Clinician's Notes: Modified the printing protocol to preserve user-created text formatting (bolding, italics, strikeout).
Build 5.0rr (15 February 2009)
	Staff Clinician Demographics: Resolved a "bug" which caused multiple records to be created when adding Staff Clinician records in multi-site facilities.
Build 5.0qq (9 February 2009)
	Journal Balance Sheet Format: Moved deleted charges from "Credits and Adjustments" section to "Service Charges" section.
	Encounter Documentation: Resolved a "bug" which caused an error message when deleting a previously-documented service during encounter documentation. The error message did not affect the deletion of the service posting.
	Clinical Schedule: Modified the algorithm for displaying the dates on which a selected Clinician is/was scheduled to work. Dates of vacation/leave are now excluded from the dates shown as "scheduled to work".
Build 5.0pp (2 February 2009)
	Batch Invoicing: Added the option to print all new invoices in all categories of service, rather than having to generate invoices one category at a time.
	Backing Up Data Tables: Whenever multiple invoices are to be printed, MediTrax asks whether the user wishes to back up all data tables before beginning the process.
	Incomplete Employer Addresses: Before printing invoices to be sent to Employers, MediTrax scans the Employer data table to locate any Employer records with incomplete mailing addresses, and asks whether the user wishes to provide the missing information prior to printing invoices.
	Incomplete Insurer Addresses: Before printing invoices to be sent to Insurers, MediTrax scans the Insurer data table to locate any Insurer records with incomplete mailing addresses, and asks whether the user wishes to provide the missing information prior to printing invoices.
	Employer Purchase Orders: Implemented the ability to specify Purchase Orders for Employer-requested services. For each Employer, a sequence of Purchase Orders may be documented with the effective dates of each PO. When printing invoices for Employer-requested services, MediTrax searches for a PO which was in effect on the date of service and includes the PO number in the header of the invoice.
	Accounts Payable Address: MediTrax Version 5.0f had expanded the ability to document an Accounts Payable address for each Employer, enabling invoicing to an address other than the actual business location. The name of the alternate payor may now be documented in the Employer demographic record in addition to the payor's address (enabling users to send invoices for all local Williams Supermarkets to First Financial Accounts at the designated AP address, for example). As before, the name of the Employer is printed in the invoice header to identify the Employer for the alternate payor.
	Checking for Duplicate Employee Records: Expanded the algorithm used to check whether a new Employee record duplicates a previously-created record. If a SSN is entered for the new Employee, MediTrax scans the Employee data table (as it always has) for existing records with the same SSN. If a SSN is not entered for the new Employee but a birthdate has been entered, MediTrax now scans the data table for records with the same Employer, the same last name, the same gender, and the same DOB. If neither a SSN nor a DOB have been entered for the new Employee, MediTrax scans the data table for records with the same first and last names, and of the same gender, who work for the same Employer. If there are no existing Employee records for that Employer with the same first and last names, MediTrax displays a message alerting the user that a full check of existing records could not be made without either a date of birth or a SSN for comparison.
	In each case, if a possible duplication is found, MediTrax asks whether a new record should be created or the existing record should be used.
Build 5.0nn (30 January 2009)
	Third-Party Invoices: Corrected an error which in certain circumstances prevented third-party invoices from locating all billable service charges.
Build 5.0mm (26 January 2009)
	Demographic Record Filters: Facilities which provide services to their own workforce as well as to client Employers may restrict the display of Employers and their Employees. After configuring MediTrax for multi-site operation (with your Employee Health Service as one "Clinical Site" and your externally-focused program as a separate "Clinical Site"), you may configure the Employee and Employer picklists for your Employee Health program to show only records from your own institution. You may then change your "virtual work location" at any time to the "Clinical Site" for the outpatient program, which you may configure to exclude your internal records and show only records from your external Employer client base.
	Staff Clinician Demographics: Modified the process for adding Staff Clinician records in multi-site environments. The record for each Clinician is unique to the specific site at which the Clinician works, enabling a Clinician to be shown as a part-time or locum tenens staff member at one site, while maintaining a completely different schedule at another site.
	Services to Self-Employed Workers: Enabled documentation of "Employer-Requested" services to individuals who are self-employed. This option had previously been disabled, so that services to those workers which were to be billed to the individual fell into the Acute Care Services category. However, several facilities requested the change in order to distinguish employment-related services from their urgent-care activities.
	CPT Modifiers: Implemented the ability to modify CPT codes and modifiers at the time services are selected during the documentation of an Encounter. Previously, MediTrax reviewed the list of selected services to determine whether the addition of modifiers -25, -51, -PA, -NP, and -DC was recommended. Users may now add those or any other modifiers manually by selecting the individual service from the list of provided services on the right side of the screen, and clicking the CPT Code button.
Build 5.0ll (21 January 2009)
	Employee ID Numbers: Changed the default identification number displayed next to the names of Employees in summaries and reports which are sent to the Employer. The SSN (either in full, or masked as xxx-xx-1234) was previously shown in such reports. If an Employee's Badge number or Employer-assigned ID number has been documented, this number will now be used as the default identifier. If an Employer-assigned number has not been documented, the SSN (either in full, or masked) will be used as the identifier for that individual Employee.
	Journal Balance Sheet: Moved the display of charges which were deleted after they had been invoiced from the "Adjustments" category to "Deleted Charges".
	ICD-9 Supplementary Codes: Implemented the ability to utilize E and V codes for documented diagnoses.
	External causes of injury and poisoning codes (E codes) are intended to provide data for injury research and evaluation of injury prevention strategies. E codes capture how the injury or poisoning happened (cause), the intent (unintentional or accidental; or intentional, such as suicide or assault), and the place where the event occurred. Some major categories of E codes include: transport accidents poisoning and adverse effects of drugs, medicinal substances and biologicals accidental falls accidents caused by fire and flames accidents due to natural and environmental factors late effects of accidents, assaults or self injury assaults or purposely inflicted injury suicide or self inflicted injury Codes from the E930-E949 series are used to identify the causative substance for an adverse effect of drug, medicinal and biological substances, correctly prescribed and properly administered.
	V Codes are used to deal with encounters for circumstances other than a disease or injury. Codes V01.0 - V84.8 are used on occasions when circumstances other than a disease or injury (codes 001-999) are recorded as a diagnosis or problem.
	CPT-4 J Codes: Implemented the ability to utilize J codes, which are used for medications administered in the provider's office, clinic or home health agency. According to CMS criteria, each J code is priced in the billable unit to correspond to the CMS established definition for each medication, and does not include the charges that may be associated with administration.
	Error Messages: Resolved error messages reported by various users. The errors did not involve any incorrect storage of previously-entered data.
Build 5.0kk (8 January 2009)
	Modifiable Service Descriptions: Implemented the ability to modify the description of a service at the time of documenting the encounter; for example, you may wish to describe a urine specimen collection as UDS COLLECTION 829938453 in order to list the specimen number on the invoice which you send to the employer or third-party payor.
	You may create a service description in any Fee Schedule which begins with the characters [OTHER, or which ends with the characters [-], and when that service is selected MediTrax will prompt you to edit the charge description before posting it to the appropriate account.
	Group Screening: Implemented the ability to document selected services to a group of individuals without the requirement to specify a specific clinician and time of service for each individual (for example, you may wish to document that 100 Employees were screened onsite for visual acuity and fit-tested for respirator use, but without the need to document the specific results for each Employee at this time).
	From the Surveillance / Group Screening menu sequence, you select the group from which Employees are to be identified and the date of the screening. From the service picklist, you may select one or more services provided on that date.
	Encounter Details: Modified the text of Encounter details which are displayed when clicking on an entry in the on-screen schedule. If the appointment was kept and the times of arrival and discharge were documented, MediTrax now displays those times.
	Adding Employee Records "On The Fly": Implemented the ability to add new Employee records to the database for a selected Employer when documenting group immunizations or screenings for that Employer. This eliminates the necessity to enter each Employee individually from the Demographics menu.
	Food and Medication Allergies: Added the display of documented allergies to the header of Clinical Worksheets and Clinical Protocol Worksheets.
Build 5.0jj (30 December 2008)
	Service Trend Report: Implemented this report with expanded options: the user may select a single date or range of dates, and may generate a report showing statistics for: a single service, the top n services ranked by revenue or by volume (where the user may specify the number n ), or all services ranked by revenue or volume. For each service, the user may request that the top n  Employers utilizing that service (again, ranked by revenue or by volume) should be listed on the Report. The Service Trend Report may also be generated showing statistics for a single Employer, the top n  Employers ranked by revenue or by volume (where the user may specify the number n ), or all Employers ranked by revenue or volume. For each Employer, the user may request that the top n  services utilized by that Employer (again, ranked by revenue or by volume) should be listed on the Report. The format of each report may be saved for future use. When selecting a previously-configured report format, MediTrax prompts the user to indicate the date or range of dates to be included in the Report.
	Bookkeeper's Notes: Implemented the ability to create Bookkeeper's notes for an individual account, or for a specific invoice.
	FMLA Tracking: Implemented the ability to document, for each Employer, whether or not FMLA leave is documented and tracked, and if so the number of minutes in the "smallest interval of time the Employer uses in its payroll system to track absences or leaves." (The U.S. Department of Labor has interpreted the statute to require employers to track such leave in increments as short as six minutes.)
Build 5.0hh (14 December 2008)
	Authorized Users: Added the ability to create user groups (up to a maximum of 15 groups) to which individual users may be granted access. User-defined groups which do not have any members may be deleted at any time.
	Workers Compensation Invoices: Added a box displaying account aging to reprinted MediTrax-format invoices and account summaries for workers compensation cases (similar to the account-aging box shown on invoices for Employer-requested services).
	Workers Compensation Invoices: Added a THIS BALANCE IS PAST DUE reminder notice to MediTrax-format invoices and account summaries for workers compensation cases when the account has had an outstanding balance for more than 30 days (similar to the reminder shown on invoices for Employer-requested services).
	Immunization Tracking: Added an option to document free-text notes for any test or immunization (such as the site of a skin test, the name of the clinician who administered the test, who read the test, etc.).
	E-mail to Employees: Added the ability to send email to any Employee whose email address has been documented in the Employee's demographic record.
	Reprinting/Rebilling Invoices: Resolved an error which resulted in an inability to reprint all invoices in a specified billing category for a specified aging category.
	Error Messages: Resolved error messages reported by various users. The errors did not involve any incorrect storage of previously-entered data.
Build 5.0gg (1 December 2008)
	Appointment Schedule: Added a "schedule" icon in the upper right corner which enables you to view the dates on which a specific Clinician is scheduled to work, and to select one of those dates for appointment scheduling. As before, the "calendar" icon in the upper right corner enables you to move to any desired date (including dates on which your facility is closed, in which case MediTrax displays an alert message that the facility is not open on the date selected).
	Immunization Tracking: Added an option to indicate "Result Pending" when documenting an immune titer, skin test, or other test for which results are not immediately available. The actual test result may be later documented by highlighting the test in the Employee's immunization history display, and selecting Edit.
Build 5.0ff (24 November 2008)
	Case Management: Implemented numerous data-tracking enhancements to the revised Case Management module for Occupational Injury cases.
	Mailing Labels: Enabled printing of mailing labels for client Employers in Avery 5160/5260/5960/8160/8460/8810 format. Labels may be printed for all Employers, or only for "Key" Employers, and with or without the name of the Primary Contact shown on the first line of the label.
Build 5.0ee (14 November 2008)
	Clinical Notes: Implemented the option to print clinical notes together with Workers Comp invoices, in a seamless process. After selecting the Financial / Invoices / Print New Invoices / Workers Compensation menu option, MediTrax asks whether you wish to print clinical notes to accompany each invoice. Each time an invoice is generated, MediTrax searches for clinical notes which may have been created for the encounters to be billed on that invoice, and automatically prints the notes immediately following the invoice (for easy sorting prior to mailing).
	A similar question is displayed prior to printing a single Workers Comp invoice, but only if clinical notes actually exist for the encounters to be billed on that invoice.
	Error Messages: Resolved error messages reported by various users arising during documentation and invoicing of service charges. The errors did not involve any incorrect storage or retrieval of previously-entered data.
Build 5.0dd (11 November 2008)
	National Drug Codes: Updated the table of National Drug Codes (NDC). The National Drug Code is a unique 3-segment number assigned to each medication listed under Section 510 of the US Food, Drug, and Cosmetic Act (an NDC is not required for vaccines). The number -- which is intended as a universal product identifier -- identifies the labeler or vendor, the product, and the trade package size.
	The NDC consists of three parts separated by hyphens. However, there are two conflicting configurations of the NDC: according to the FDA definition, the NDC has 10 digits in one of the following configurations: 4-4-2, 5-3-2, or 5-4-1. These three configurations are referred to as Healthcare Common Procedure Coding System (HCPCS) codes. The first segment, the labeler code, is assigned by the Food and Drug Administration (FDA). A labeler is any firm that manufactures, repacks or distributes a drug product. The second segment, the product code, identifies a specific strength, dosage form, and formulation for a particular firm. The third segment, the package code, identifies package sizes. Both the product and package codes are assigned by the labeler. An asterisk may appear in either a product code or a package code as a "place holder", to indicate the format of the NDC.
	MediTrax version 4 provided a number of these codes in a master data table. The newer HIPAA format for CMS-1500 invoices, however, which many payors now require in place of the original HCPCS codes, requires 11 digits in the format 5-4-2. MediTrax now utilizes the 11-digit HIPAA 5-4-2 format, and the new data table contains conversions for 4-character NDC labeler codes to 5 characters. 3-character product codes have been converted to 4 characters, and 1-character package codes have been converted to 2 characters.
Build 5.0cc (31 October 2008)
	Invoices: Revised the algorithm for displaying the Invoice picklist to speed searching by invoice number or payor name.
	Invoices: Revised the display of the Invoice picklist to enable filtering the list by category of service as well as account status (all Invoices, unpaid Invoices, or Invoices outstanding for 30/45/60/90 days).
Build 5.0bb (26 October 2008)
	Pop-Up Help File: With the release of Windows Vista, Microsoft decided that the WinHelp format we've used for years (meditrax.hlp) no longer met its standards. When users try to open a .hlp file in Windows Vista, they get an error message saying "your application is using an outdated format for its help".
	Microsoft DID release a Vista-compatible version of WinHelp available for download, but installing it can be complicated. We've converted our Help file to a format which is compatible with all versions of Windows from Win98 through Vista, and anticipate that we'll have this process complete within the next few weeks. We've also updated Version 5 to open the new HTML-format Help file. The work-in-progress has some incomplete and unconverted pages at this point, and we're in the process of fully updating the Help file and embedding "context-sensitive" links to the new Help file in MediTrax. We encourage your comments and suggestions regarding the new content and format.
	However ... Another Microsoft Hoop to Jump Through: Microsoft recently released a "security patch" that makes it impossible to view CHM files that are stored on a network drive (as opposed to CHM files stored on your own computer). The Help file appears, but instead of the topic text you will see an error message "this page cannot be displayed".
	The "workaround" solution at this point is to copy the .CHM file to a folder named MT5HELP on the C drive of each workstation at which MediTrax will be used. Beginning with this update, MediTrax will automatically copy the latest version of the pop-up Help file to the C:\MT5HELP folder.
Build 5.0aa (22 October 2008)
	Reprinting Invoices: Enabled users to reprint an entire array of invoices by selecting Reprint All from the Financial / Invoices / Reprint Previous Invoice(s) menu sequence. Users may reprint all unpaid invoices, or invoices outstanding for 30/45/60/90 days.
	MediTrax-Format Invoices: Added a more distinctive "Summary" header following the display of service charges and credits (prior to the listed totals of charges and credits and the current account balance).
	Account Adjustments: Revised the process for posting adjustments to a service charge to ensure that all writeoffs and adjustments are correctly recorded as account credits in MediTrax data tables.
	Overpayments: Eliminated repetitive prompting regarding the treatment of unposted payment amounts. MediTrax now asks only once if the remaining credit should be posted to another account or invoice, or that a credit balance should be created in the individual account.
	Case Management: Released the revised Case Management module for user comments and suggestions.
Build 5.0z (20 October 2008)
	Insurance Carriers: Revised the algorithm for documenting the sequence of an Employer's workers compensation carriers to eliminate overlap errors.
	"Aging Boxes" on Invoices: Restored "Account Aging" boxes to MediTrax-format invoices.
	Clinical Protocol Master Copies: Eliminated the display of zero-dollar discounts from Clinical Protocol printouts (prices are only displayed on Master Copies, not on the worksheets printed at the time of patient registration).
	MediTrax-Format Invoices: Added the claim number to each page of non-CMS invoices for workers-compensation cases which are billed to the Employer, and in which a claim number has been assigned.
	MediTrax-Format Invoices: Added the invoice number to each page of non-CMS invoices.
	Federal DOL Invoices: Added the facility's DOL ID number to boxes 32b and 33b of the CMS-1500 (HCFA-1500). Official DOL policy is to require the number in box 33b, but some users have reported "kickbacks" of invoices lacking the number in box 32b.
	Case Management: Released the revised Case Management module for user comments and suggestions.
Build 5.0y (29 September 2008)
	Multiple Diagnoses: Added the option to document up to four diagnoses in occupational injury cases.
	Invoices: Corrected a "bug" which caused some encounters with multiple service charges to be invoiced on multiple CMS-1500 forms.
	Error Messages: Resolved error messages reported by various users. The errors did not involve any incorrect storage or retrieval of previously-entered data.
Build 5.0x (2 September 2008)
	Inactive Insurers: Enabled the designation of an Insurer/Payor as "Inactive", similar to the ability to designate an Employer as "Inactive".
	Audiometric Testing History: Enabled deletion of an audiometric test result which was documented in error for a selected Employee. If the test was marked as a "Baseline" or "Revised Baseline" evaluation, MediTrax displays an alert message notifying the user of that fact before the record is deleted.
	Audiometric Testing Record: Enabled editing of a previously documented test result, in order to correct data-entry errors (incorrect testing date, etc.)
	Random Selection: Enabled random selection of Employees for "dual testing", in which a specified number of Employees are selected for urine drug testing, and an additional number are selected for urine testing AND breath alcohol testing. A user-specified number of Alternates may also be selected.
	Auto-Fill of Fax Prefix: Implemented a user suggestion to automatically fill in the area code and prefix of fax numbers after the corresponding phone number is entered: for example, if the phone number 925-820-7758 is entered for a new Employer, MediTrax will automatically enter 925-820- in the Fax: field.
	Underscores in E-mail Addresses: Revised a data-entry filter which prevented entering E-mail addresses containing underscore characters.
Build 5.0w (18 August 2008)
	Services with Variable Charges: Implemented the ability to document services for which the charge is variable (e.g., charges for duplication of medical records, consulting and case-management services). The description of the service may be entered on any Fee Schedule, with the "Variable" option checked next to the "Amount" data-entry box. When the picklist of services is displayed at the time of documenting an Encounter, the amount will be shown as "(VAR)" and the user will be prompted to enter the amount to be charged for the service.
	Posting Consulting Service Charges: Restored the ability to post charges for corporate consulting services and other non-patient-related services (workplace walkthroughs, first-aid and CPR classes, safety classes, flu clinics, etc.) via the Financial menu option. In most cases, users will bill hourly consulting services using a Variable-Charge item (see the item immediately above this) from the appropriate Fee Schedule.
	Posting Service Charges: Restored the ability to post service charges directly from the Financial menu option.
	Facility Parameters: Updated the screens on which authorized users may specify various parameters to be used throughout MediTrax. The Utilities / Database Administration / Program Parameters menu option now displays three submenu options: · Facility Parameters, including contact information and hours/days of operation (in multi-site installations, the information for each site is maintained independently); · Demographic Data Parameters, including the method for assigning a unique numeric identifier for each Employee/Patient and specifying the demographic data elements to be (optionally) documented for each Employee/Patient; and · Financial Parameters, including the facility's Tax ID and other identifiers, the CMS/HCFA invoice format to be used, invoice numbering, default fee schedules to be used in each category of service, and remittance and accounting parameters.
	Menu Selection and "Random Program Access": Implemented additional steps to address this behavior, after reports from users that it still occurs occasionally (although much less frequently than before Build S).
	Installation of Updates: Revised the algorithm for realigning charges with invoices when a software update requires this process. The process now runs approximately twice as fast, and (depending on the mix of service charges in an individual facility) may run in as little as 20% of the time as previously.
	Work Restriction Summary: Corrected a "bug" which occurred when printing a summary of all current work restrictions for a single Employer.
Build 5.0v (7 August 2008)
	Windows Service Pack 3: Completed testing with Microsoft Windows SP3. No compatibility issues were identified.
	Service Charges: Implemented the ability to post account credits or adjustments to an Account immediately after posting service charges for an Encounter (most often used when there is a copayment collected at the time of service).
	Reprinting Invoices: Enabled selection of an invoice format other than the "default" format when reprinting an invoice (permitting, for example, generation of a CFS-1500 invoice for Acute-Care services previously billed to an Employee on a MediTrax-format invoice).
	Hepatitis B Surveillance Report: Resolved a "bug" which occasionally caused Employees of a selected company to be omitted from the Surveillance Report.
Build 5.0u (4 August 2008)
	"Incremental Search" Speed: Modified the algorithm for retrieving data records from the server, to minimize delays during "incremental" searches (in which the user types in the first characters of a desired record, such as the first characters of an Employee/Patient's last name, or the last 4 characters of a SSN). If a file server is "overloaded" with a high number of simultaneous users browsing data tables, this speed can be improved even further when MediTrax is installed in Client-Server mode.
	Invoicing: Updated the algorithm for displaying the identity of payors on the Invoice picklist, for greater accuracy. In the case of invoices for Acute-Care Services, the Payor's name is now stored in LASTNAME, FIRSTNAME format.
Build 5.0t (23 July 2008)
	Resolution of user-reported "bugs": Resolved a "bug" which caused occasional failure to store the selected provider of service when adding an individual charge to a Fee Schedule. Corrected a coding "typo" which occasionally caused an error when saving the information entered regarding an occupational-injury visit.
Build 5.0s (23 July 2008)
	Menu Selection and "Random Program Access": We believe we've resolved the "bug" which infrequently caused MediTrax to display a different program module than the one selected by the user from the drop-down Main Menu. Quitting MediTrax and logging back in resolves the problem when it occurs, but several users reported the behavior beginning in May 2008. This was a previously-unrecognized "bug" in the underlying database language which affected programs with a huge number of selectable items in the drop-down menu (MediTrax has over 800 selectable items). We've implemented the solution offered by software designers in our international workgroup, and we haven't seen the behavior repeated since implementing that solution.
	Appointment Registration/Pre-Registration: Clicking on a scheduled appointment for the current date or the following business day in the Stand-Alone Scheduling Window now offers the option to register or pre-register the Employee.
	Pop-Up Help File: Corrected a "bug" which displayed a message that the Help file could not be found after pressing the <F1> key from certain screens. Several users noted this behavior, which arose after our last Help file update. The Help file pops up correctly after clicking the Help / MediTrax Help menu sequence, but the <F1> key relies on searching for a specific help topic (using a "hidden" numeric code for each topic). When we revised the Help file screens, those numeric codes were automatically adjusted and the previously-referenced topics sometimes couldn't be found. We've revised the code so that the <F1> key now acts the same way as the Help / MediTrax Help selection.
	Staff Clinician Demographics: Resolved an error message that appeared when editing a Staff Clinician record in single-site facilities.
Build 5.0r (10 July 2008)
	Adding Employee Records: Restored the ability to add a new Employee record "on the fly" when scheduling an appointment, registering an Employee, or documenting an Encounter from the stand-alone scheduling window.
	Mnemonic Codes for Employers/Insurers: Added an option for each user to select whether the default listing for Employers and Insurers/Payors should enable searching by name or mnemonic code. Changing the search option requires clicking at the top of the appropriate column in the display, or selecting the desired order in the "Display by:" drop-down box.
	Accounts Receivable: Revised the Accounts Receivable Report: Previously this Report included only service charges posted as of the cutoff date of the report; charges posted later were shown as "Late Postings" (for example, an A/R Report for May 31 would show charges for services provided in May, but not posted until June, as "Late Postings".
	The revised Report includes all charges for services provided through May 31, regardless of the date of posting. In the revised Report, account credits and adjustments posted through May 31, are calculated to arrive at a "May 31 Balance Forward". Any credits for May services posted after May 31 will, as before, be shown as "Late Postings".
	The A/R Report is now subject to change if charges for services provided prior to the cutoff date are posted after the Report is prepared. This would result in two A/R Reports having the same cutoff date but showing a different "Balance Forward" amounts. In that case, the most recent Report should be substituted for the earlier Report (the date and time of report preparation are printed at the bottom of the Report).
Build 5.0q (30 June 2008)
	Posting Overpayments: If all or part of a payment remains unposted, MediTrax now asks whether you wish to post credits to another account.
	Audiometric Testing: Eliminated the requirement to "Lock" test results before proceeding to automated comparison with previous tests.
	DOT Consortia: Enabled addition of a new Consortium from the Demographic / DOT Consortium menu sequence.
Build 5.0p (9 June 2008)
	Medical Surveillance Groups: Enabled creation of Surveillance Groups, as well as editing and printing group rosters, from the Surveillance / Medical Surveillance Group / Group Rosters menu sequence.
Build 5.0o (24 May 2008)
	Diagnosis Master Table: Enabled addition of a diagnosis to the Master Table via the Encounter Documentation screen as well as via the Utilities / Master Data Tables / Diagnoses menu sequence.
Build 5.0n (8 May 2008)
	Appointment Rescheduling: Added the ability to reconfirm or change the Encounter Type, as well as the length of time reserved for the Appointment, each time an Appointment is rescheduled.
Build 5.0m (16 April 2008)
	CMS-1500 Header: Added a graphic template for the CMS-1500 form, enabling right-sided printout of the payor header.
	CMS-1500 Header: Enabled an option to print CMS-1500 payor addresses on the right side instead of the left. This option may be selected from the Utilities / Database Administration / Facility Parameters / Invoice section.
	Work Status Report: Addition of the time of arrival and discharge, as well as the date and time of next appointment, to the Work Status Report.
	Work Restrictions Template: Realignment of spacing in the work restrictions template, enabling a longer list of user-defined items
	Work Causation: Added the ability to specify "work causation" (Yes, Probably, Possibly, No) to Clinician's Worksheets.
	"Bug" Fixes: Resolved an error which occasionally caused invoices to print with incorrect payor names and addresses or invoice format. Resolved an error which occasionally caused CMS-1500 invoices to begin a new page when fewer then 6 charges appeared on the current page (these first two errors were caused by faulty logic in the implementation of third-party-billing routines). Resolved an error which occasionally caused deletion of demographic data records and scheduled appointments (caused when multiple employee records were added without SSNs, followed by addition of records with SSNs). Resolved an error which occasionally omitted some employer-specific clinical service protocols from the display when scheduling, registering, or documenting encounters.
Build 5.0k (28 March 2008)
	Editing Previously-Documented Services: Enabled deletion (removal) of previously-documented services from the Clinical / Encounter Documentation menu sequence.
Build 5.0j (10 March 2008)
	Batch Invoicing: Enabled billing for all invoices in a service category, rather than one invoice at a time.
	Individual Invoices for Employer-Requested Services: Enabled printing separate invoices for each Employee, when billing for Employer-requested services (this option must be selected in Employer Demographics).
	Importing Version 4 Clinical Protocols: Enabled import of Clinical Service Protocols from Version 4.
	Collections By Outstanding Invoice: Enabled calculation of the Collections By Outstanding Invoice report.
	Displaying the Clinical Schedule: Implemented display of clinical schedule from the Clinical / Appointment Scheduling / Review Appointment Schedule menu sequence
	Error Messages: Resolved issues reported by some users with "disappearing" demographic records and appointments, invoice picklists, demographic parameter updates, and error messages when rapidly/repeatedly clicking the "yesterday" or "tomorrow" buttons on the clinical schedule.
Build 5.0i (16 February 2008)
	Work Status Report: Implemented extensive revision of this form, based on suggestions and recommendations from current users.
	Extent of Treatment: Implemented ability to document "First Aid Only" at the time of checkout or documentation of Encounters for workers compensation services.
	Terminated Employees: Modified the picklist display of employees to remove terminated employees from the display, with the option to show all terminated employees with a single mouse click.
	Cancelled and Rescheduled Appointments: Implemented tracking of the MediTrax user who rescheduled or cancelled an appointment.
	Part-Time Staff: Enabled the addition of "part-time" or Locum Tenens clinicians to the staff roster. Dates on which an individual clinician will be available for appointments may be specified via the Utilities / Master Data Tables / Locum Tenens Dates menu sequence
	HIPAA Acknowledgment Form: Added the ability to print a user-configurable form, editable from the Utilities / Document Templates menu sequence and printable from the Clinical / Worksheets & Protocols menu sequence.
	Account Credit Adjustments: Implemented documentation of three categories of credit adjustment: Denial by Payor, Contractual Adjustment, or Writeoff/Uncollectable.
	Service Fee Schedules: Revised the printed Fee Schedule format.
	Service Fee Schedules: Added the ability to designate a specific payor for any individual service. Unless otherwise specified in the Employer's demographic record, the default payor for workers compensation invoices is the Employer's insurance carrier (for self-insured Employers, the Employer is the default payor). Likewise, the Employer is the default payor for Employer-requested services. However, some Employers require that specific services (most notably, urine drug testing services) be billed to a third-party agency.
	MediTrax now enables the third-party agency to be added to the Insurers / Payors roster, and for the designation of a specific payor to which an individual service is to be invoiced regardless of where the other services for the associated Encounter are billed.
	Copays: Added the ability to post copayments for acute-care (private-pay) services.
	Scheduling: Modified the schedule display to enable a scrollable horizontal format.
	Scheduling: Added "Next Available" Clinician to the schedule format.
	Scheduling: Added color-coding to the schedule display, to indicate the appointment/encounter category (workers-comp, employer-requested, acute-care).
	Scheduling: Added a Stand-alone scheduling module.
	Scheduling: Added the ability to activate scheduling options by double-clicking on any cell in the Stand-alone schedule display.
	Scheduling: Modified the Stand-alone scheduling sequence so that the clickable schedule display is the primary screen in the cycle.
	Scheduling: Modified the scheduling format to enable time blocks of various lengths (10-, 15- and 20-minute blocks).
	Scheduling: Revised the printed schedule to accommodate variable-length time blocks.
	Scheduling: Added the option to select which Clinicians should appear on the printed schedule.
	Scheduling: Added the ability to maintain locum-tenens Clinicians on the list of Staff Clinicians, and to select the specific days on which they will work, so they are displayed on the schedule only on the days when they will be working.
	Scheduling: Added an automatic-check function to alert the user if a time block is already committed to an earlier appointment, while still allowing the user to "double-book" into that time slot if desired.
	Scheduling: Added the ability to document time blocks during which each Clinician will be unavailable for appointments (lunch, meetings, etc.) in a weekly schedule template.
	Scheduling: Added the ability to override a Clinician's "unavailable" status and to schedule appointments during periods when a Clinician is shown as "unavailable", after notifying the user of the "unavailable" status.
	Scheduling: Added the ability to override a Clinician's "vacation/leave" status and to schedule appointments on a day when the Clinician is scheduled to be on vacation or leave, after notifying the user of the "vacation/leave" status.
	Scheduling: Added the ability to document the dates on which a Clinician will be on leave or vacation, and to modify the schedule display to show that status.
	Scheduling: Added the option to document a diagnosis at the time of scheduling an appointment for a workers-comp incident.
	Missed-Appointment Tracking: Added the ability to display and print missed appointments for any selected time period
	Missed-Appointment Tracking: Added the ability to document notification of Employer and Worker for all missed appointments
	Work Status Checklist: Added blank lines for signatures of Clinician and Employee.
	Work Status Report: Added blank lines for signatures of Employee and Supervisor, acknowledging review of work restrictions and intention to comply.
	Registering, Checking Out, and Documenting Encounters: Added the ability to display scheduled appointments for a single Employee on-screen, and to select an individual appointment or encounter from the list in order to proceed directly to registration, checkout, or documentation.
	Chiropractic Services: Added the ability to add the CPT modifier -DC for services provided by a Chiropractic Physician.
	Invoicing: Corrected a "bug" which prevented accurate filtering of uninvoiced accounts (all accounts, rather than only those with unbilled charges, were displayed).
	Invoicing: Corrected a "bug" which caused the assignment of sequential invoice numbers to increment the number by 2 instead of 1.
	CMS-1500: Added the printed invoice date to CMS-1500 (in Clinician signature block)
	Account Display: Added the Encounter number and Clinician Name to pop-up information for Encounters and Service Charges in the Account Display
	Account Display: Modified the display of each service charge line item to show the CPT code at the beginning of the line,
	Account Display: Resolved a "bug" which caused the "Invoice" button to behave improperly, displaying the list of uninvoiced accounts for selection rather than simply printing the invoice.
	Account Display: Enabled the "Statement" button for workers-compensation and acute-care accounts.
	Payment/credit posting: Added the ability to document the reason for account credit adjustments (Contractual Adjustment, Denial by Payor, Writeoff).
	Payment/credit posting: Added the ability to document partial account adjustments (rather than adjustment of the entire outstanding balance), enabling documentation of adjustments before clicking "Pay Balance".
	Payment/credit posting: Added the ability to rebill part of a service charge, with sequential rebilling to selected payors, enabling documentation of rebilled amounts before clicking "Pay Balance".
	Payment/credit posting: Added the ability to select "Pay Balance" for any service charge after entering adjustments and rebillings, applying payment to any outstanding balance after previously-entered adjustments and rebillings are calculated.
	Financial Transaction Log: Added the Encounter number to each item shown on the Financial Transaction Log.
	Employee Demographics: Added the ability to document an E-mail address for each Employee.
Build 5.0h (18 January 2008)
	Scheduling: Comprehensive revision of scheduling display format, enabling horizontal scrolling from one Clinician to another. Enabled user-defined parameter for the number of appointment columns to display for each Clinician. Implemented "Update" button enabling a user to verify whether the schedule has been modified by another user since the time it was displayed onscreen.
	Scheduling Time Blocks: The user may select the default length of time blocks (10-, 15-, or 20-minute blocks) for appointment scheduling.
	Clinician Schedule Templates: The user may document vacation/leave days for each clinician, and may create a weekly scheduling template for each clinician documenting time blocks when the clinician is unavailable (e.g., for lunch or meetings).
	Scheduling Overlap: Added an automatic internal check alerting the user if an appointment is being scheduled during a previously-committed time block (e.g., if a 60-minute appointment was previously scheduled at 9:00 am and the user attempts to schedule an appointment for the same clinician at 9:30 am.) The user may proceed to schedule the overlapping appointment.
	Scheduling During "Unavailable" Time Periods: Scheduling appointments during "unavailable" time blocks, or on days when the clinician is scheduled to be on vacation or leave, is permissible. MediTrax warns that the clinician is unavailable, but you may proceed to schedule the appointment.
	Invoice Display: Added the ability to display only invoices outstanding for 30, 45, 60 or 90 days.
	Invoice Display: Corrected a "bug" which failed to update the information displayed in the picklist of invoices (payor and outstanding balance). This picklist is used when reprinting invoices, or when viewing an invoice to post credits.
	Minimizing Display Windows: Added the ability to minimize the MediTrax display (including the Stand-alone Scheduling module) to the Windows taskbar.
Build 5.0g (2 January 2008)
	Expanded Appointment/Encounter Information: Clicking on any appointment or encounter in the clinical schedule displays the time and length of the appointment, as well as the reason for the appointment and the identity of the staff member who made the appointment.
	Chargemaster Format: CPT Codes now precede the description of each service, instead of following the description.
	Email Format: Enabled the inclusion of hyphens in email addresses.
	DOL Tax ID Numbers: Added a field to the data record of each Insurer/Payor, enabling the user to indicate whether the payor requires a DOL ID number printed in Box 33b of the CMS-1500.
Build 5.0f (11 December 2007)
	Display Format for Employee Names: Enabled each user to select whether Employees are listed in LAST, FIRST MIDDLE or FIRST MIDDLE LAST format on picklists.
	NAICS Codes: Added the ability to document the National American Industrial Classification System (NAICS) code for each Employer.
	Employer Demographics: Added the ability to document an Accounts Payable address for each Employer, enabling invoicing to an address other than the actual business location. If this address field is empty, invoices for Employer-Requested Services will be sent to the Employer's address. If an address is specified, invoices will be sent to that address (enabling users to send invoices for all local Williams Supermarkets to a single central office, for example).
	Personal Health Care Insurance: Added the ability to document group number and policy number for each of an Employee's health care insurance policies.
	Transaction Detail: Added the Encounter number and Clinician Name to the pop-up display of information for each service charge.
	Medicare Provider Numbers: Added the ability to document facility and Clinician Medicare provider numbers
	Conversion from Version 4: Corrected various "bugs" which occurred during the automated import of Version 4 data tables.
Build 5.0e (29 November 2007)
	Terminated Employees: Added an alert message preventing the user from scheduling an Employer-Requested Evaluation appointment for an individual who no longer works for that Employer. Added an alert message when attempting to schedule an appointment for an occupational injury to an individual who no longer works for the Employer, reminding the user to verify that the date of injury or onset of symptoms preceded the Employee's termination date.
	Cancelled and Rescheduled Appointments: Added the ability to display and print lists of cancelled and rescheduled appointments during any user-defined time period.
	Immunization Education: Added the ability to document Patient Education and receipt of VISs.
Build 5.0d (13 November 2007)
	Immunization Update: Enabled automatic documentation of an individual's immunization record if a service involving immunization or infection surveillance is selected from the fee schedule during documentation of an Encounter. For example, the service "Hepatitis A Vaccine" may be automatically linked to the immunization data table so that the individual's immunization record is automatically updated whenever the service is documented during an Encounter.
	Library of Forms and Worksheets: Added Audiometric Testing Questionnaire & Worksheet Crane Operator Examination Form DOT Driver Medical Examination Form Laser User Screening Worksheet Laser User Medical Examination Form OSHA Respirator Medical Evaluation Questionnaire
	Work Status Report: Added Arrival Time and Discharge Time to printed WSR.
	Drug Testing: Added display of the MRO name and fax number to the collection-documentation screen
Build 5.0c (28 October 2007)
	Sharps Incidents: Enabled documentation of the category of HCW who sustains a sharps injury, and expanded the options for the description of the sharp causing the injury. Enabled documentation of the location in which the injury occurred, to facilitate tracking of injuries which occur in locations other than the Employee's "assigned" Department.
	Incident Tracking: Added fields to track the Department in which the Employee was working, and his/her Job Title, at the time of an occupational injury/illness.
	Fee Schedules: Enabled one-click "cloning" of Service Fee Schedules, and enabled automatic updating of all fee schedules if a service description or CPT code is updated in one schedule and the identical service is found in multiple schedules.
Build 5.0b (12 October 2007)
	OSHA Recordability of STS: Revised algorithm for analyzing audiometric test results, enabling identification of OSHA-recordable threshhold shifts.
	Email address fields: Added email fields for Clinicians and individual Employees/Patients.
	Immunization/Infection Control: Added Quantiferon In-Tube Test [QFT-I] to the table of documentable events. Expanded the table of documentable events to include additional HIV testing: HIV Agglutination Test, ELISA Antibody, IFA Antibody Assay, Line Assay (LIA), RIPA Assay, Rapid Test (Blot), SL/S ELISA Antibody, Saliva Antibody, Urine Antibody, Viral DNA, Viral RNA, and p24 Antigen. Expanded the table to include HIV-2 ELISA, HIV-2 RIPA Assay, and HIV-2 Western Blot.