The following list describes the enhancements and modifications implemented in each build of MediTrax 5.0 since its September 2007 release, in reverse chronological order.

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 the remainder of 2008.

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 5.0y (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.
	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 Kroger's 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.