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MEDITRAXTM SOFTWARE UPDATE HISTORY
VERSION 4

The following list describes the enhancements and modifications implemented in each interim software release through July 2008, in reverse chronological order. Updates representing customized programming for specific users are not included in this list.


4.56t (4 August 2008)
Utilization by Visit Type: Restored the display of statistics by Encounter Type to the Report.

4.56q (9 June 2008)
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).

4.56n (19 May 2008)
Data Checking: Implemented additional data-checking to prevent duplication of encounter record numbers when access to the server may be interrupted during data entry.

4.56j (28 February 2008)
Utilization by Visit Type Report: Revised Utilization by Visit Type Report format, temporarily eliminating tallies by Encounter Type.

4.56g (13 December 2007)
Service Trending Report: Revised the algorithm for analyzing service data to speed report preparation.

4.56f (20 November 2007)
Audiometry: Revised the process for documenting Revised Baseline Exams.

4.56e (16 October 2007)
Service Tracking: Added the ability to track volume/revenue for a single service for the previous fiscal year.

4.56d (10 August 2007)
Audiometric History: Revised labeling of Baseline and Revised Baseline testing on printed history.

4.56a (5 June 2007)
Influenza Immunization: Added Flu Vaccination/Declination Status Report and Compliance Report.

4.55y (13 March 2007)
UB-04 Invoices: Implemented the ability to select either the UB-92 or UB-04 format when reprinting invoices.

4.55x (20 February 2007)
National Provider Identifier (NPI) Numbers: Added the printout of NPI numbers to the UB-92 form.

4.55w (18 February 2007)
National Provider Identifier (NPI) Numbers: Added the ability to document an NPI number for each individual clinician, as well as a Type 2 NPI number for the licensee facility. Added the printout of both numbers to boxes 32 and 33 of the HCFA-1500 form.

4.55v (2 February 2007)
UB-04 (CMS 1450) Invoice Format: Implemented the ability to print invoices using the CMS-1450 instead of the UB-92 format.
Search by SSN: Modified the algorithm for searching the Employee picklist by SSN. Since non-workers-comp invoices identify employees only with the last 4 digits of the SSN, the default numeric search has been changed to enable finding an employee by the last 4 digits.
Reprinting Invoices: Enabled the user to reprint any invoice using a different format (e.g., HCFA-1500, UB-92, or MediTrax Standard Format).
Work Status Documentation: Removed the "Job Placement & Work Restrictions" from the standard menu sequence following documentation of an employer-requested or private-pay evaluation.

4.55u (28 December 2006)
Audiometric Testing Record: Modified the on-screen and printed display of test records to indicate (when appropriate) that a test indicates an STS has taken place, and also that the same test has been designated as the revised baseline test.

4.55t (2 December 2006)
SSN "Masking": Changed the display format of "masked" employee SSNs to show only the last 4 digits of the number. SSNs on invoices and reports are now printed in the format xxx-xx-1234.

4.55s (26 November 2006)
Work Status Report: Removed the diagnosis and ICD-9 code from printed Work Status Reports in workers-compensation cases, to permit wider distribution of the Report while maintaining HIPAA compliance. The date of injury and claim number are still printed, enabling the Employer to track the condition responsible for the work restrictions.

4.55r (9 November 2006)
Tax ID Number: Modified the display of the business Tax ID number on invoices and account statements (the format was changed from 999-99-9999 to 99-9999999-99).

4.55q (15 October 2006)
Influenza Vaccination: Added the Flu Immunization Summary and the Vaccination Compliance Report to the Management Reports / Medical Surveillance Reports menu. The Compliance Report lists all individuals in the selected demographic category who have not either been vaccinated or signed a vaccine declination in the past 11 months (or other user-defined time period).

4.55p (22 September 2006)
Invoices: Enabled the user to select whether Employee SSNs should be displayed on invoices for employer-requested services. Many third-party drug-testing intermediaries routinely delay reimbursement unless the worker's entire SSN is provided on the invoice, despite the controversial and arguably abusive nature of this practice.

4.55k (17 June 2006)
Printable Documents: Eliminated the pop-up notification that documents may be created as Printable Documents.

4.55j (4 April 2006)
Productivity Report: Modified the algorithm for data analysis, to improve the speed of preparing the report.

4.55h (27 February 2006)
Surveillance Compliance Reports: Eliminated the display of clinical data (test results, etc.) from Compliance Reports to enable wider distribution of HIPAA-compliant reports. Surveillance Summaries still contain the display of clinical data, and are intended for distribution only within clinical settings.

4.55g (17 January 2006)
Journal Transaction Numbers: Modified the algorithm for assigning sequential journal transaction numbers, completing the revisions begun with 4.55e, to reduce the possibility of assigning duplicate numbers in the event two workstations are simultaneously documenting encounters and the one of the workstations temporarily loses its connection to the file server.

4.55e (14 October 2005)
Empty Text Fields: Eliminated the "There is no text documented. Is this correct?" confirmation prompt when a text field is left empty.
Encounter Numbers: Modified the algorithm for assigning sequential encounter numbers to reduce the possibility of assigning duplicate numbers in the event two workstations are simultaneously documenting encounters and the one of the workstations temporarily loses its connection to the file server.

4.55d (10 September 2005)
Work Status "hot key": Added a prompt for the F5 "hot key" to the Employee picklist, enabling pop-up display of the employee's current work status, last encounter, and current work restrictions.

4.55c (23 July 2005)
Journal Balance Sheet: Modified the formula for summarizing transactions posted during any period, when service charges were posted in advance of the actual service date (e.g., charges were posted May 31 for a service date of June 1). Previously, in such cases the transactions were not reported on the Journal Balance Sheet until the month in which services were rendered.

4.55b (3 June 2005)
Duty Status Checklist: Added the ability to print a Duty Status Checklist to speed rapid checkout following patient evaluations. The Checklist is intended for use by the examining clinician, and may be printed at the time of patient registration.

4.55a (20 May 2005)
HIPAA Compliance and Social Security Numbers: To help improve confidentiality of personally identifiable information, display of Social Security numbers was removed from all employer invoices except those in which use of the number is mandated by law or regulation (e.g., workers compensation invoices). The last four digits of the SSN are displayed on non-workers-compensation invoices, to facilitate employer identification of the individual to whom services were provided.
Multiple-Site Invoicing: Added the address of the location at which services were provided to HCFA-1500 invoices. Previously, the address of the primary clinic location was reported.

4.54y (1 April 2005)
Non-Compliance Reporting: Added a summary line to the TB Surveillance Non-Compliance Report displaying the number of non-compliant individuals as well as the number of employees in the surveillance population.

4.54x (5 February 2005)
Printable Files: Added a "help screen" with instructions for using the "Printable File" option when selecting the destination of a printed document. This option enables the user to send any MediTrax printed document (report, summary, invoice, OSHA Log, etc.) to a file which may be transferred to any other computer workstation using removable media (such as a Memory Stick, a USB Flash Drive, or a floppy diskette). The file may also be sent to a remote computer as an e-mail attachment. The file may be printed from any computer which is connected to an HP LaserJet-compatible printer; step-by-step instructions are displayed on the "help screen". This option has been available in MediTrax since version 3.0, but its menu designation as "Disk File" was not well understood by many MediTrax users. The option now appears as "Printable File" on the Printer Selection screen whenever a printed document is requested.
Multi-Site Installations: Enabled the inclusion of cumulative data from all sites in a wider variety of reports and summaries.
OSHA 300 Log: Enlarged the font size of employee name, job title, and diagnosis/location entries.

4.54w (22 January 2005)
Date Selection: Added a pop-up message alerting the user if an invalid date is entered (e.g., entering a future date when documenting a past encounter, or when requesting a historical report). The data-entry field for the requested date is automatically adjusted to the nearest date within the valid range.
Dishonored Payments: Adjusted the method of calculating financial-reports totals when dishonored checks or credit-card payments are subsequently deleted from payment records (this affects reports such as Journal Posting Summaries, Transaction Summaries, and Daily Receipts Deposit Logs).

4.54u (27 December 2004)
Injury/Illness Case Numbers: Expanded MediTrax case number assignment to six digits, eliminating previous alphanumeric Case ID (e.g., G394) Case-specific data are not affected, but the change eliminates the possibility that punctuation marks (rather than an alpha character) would be assigned as the first character in facilities with over 104,000 cases in MediTrax data tables. Case numbers beginning with alpha characters are automatically converted to the new format: Case A101 is now Case 100101, Case C432 is now Case 102432, etc.
Injury/Illness Cases: Added the ability to correct data entry errors which resulted in assignment of an occupational injury case to the wrong worker.
Color Vision: Updated reporting of Ishihara screening and non-compliance reporting.
National Drug Codes: Updated MediTrax data tables to reflect official current FDA listings.
Workers Compensation Carriers: Expanded the ability to track a succession of insurance carriers for an individual employer. It is now possible to track a chronologic list of up to 20 carriers per employer.
Employer Demographics: Added ability to designate a subset of Employer Clients as "Key" Employers, enabling lists and reports to be restricted to those Key Employers (reducing printed output when many employers are infrequent or low-volume clients). An employer may be designated as a Key Employer by pressing the <F5> key from the Employer Picklist.

4.54s (3 November 2004)
Invoices: Added ability to display (and print) invoices, limiting the display to invoices with past-due balances.

4.54r (14 October 2004)
Logon: Added the ability to bypass the daily update of employee work restrictions when starting MediTrax (such as when front-office staff want rapid MediTrax access each morning, but medical and nursing staff are able to wait for the update to run before logging on. Using the command line MEDITRAX  NOREST bypasses this daily update. The command line can most easily be changed by right-clicking the MediTrax desktop icon, selecting "Properties", and changing the Program Command line from MEDITRAX to
MEDITRAX  NOREST
The update will not be bypassed with subsequent logons by other users.
Logon: Added the ability to bypass the "Please select a printer" screen when printed reports and other documents are generated. Using the command line MEDITRAX  AUTOPRINT bypasses this screen and automatically initiates printing to the default printer port (usually LPT1). The command line can most easily be changed by right-clicking the MediTrax desktop icon, selecting "Properties", and changing the Program Command line from MEDITRAX to MEDITRAX  AUTOPRINT
Use of this command by one user does not affect other workstations.
Word Processing: Added the ability to purge old word-processing documents and clinical notes which are no longer of use. Records created prior to a user-defined date are copied to a purge file and deleted from active data tables.

4.54q (30 September 2004)
Word Processing: Added MediTrax Word Processing Templates, enabling users to create "boilerplate" text which may be inserted into clinical reports and then edited. Templates may be keyed in, or may be created by modifying an existing template. A user-defined name may be assigned to each template. Creation of templates can be accessed from the "Word Processing" menu.

4.54p (18 September 2004)
Respiratory Protection: Added ability to generate Respiratory Protection non-compliance reports.

4.54n (7 September 2004)
Respiratory Protection: Updated routines to document respirator fit testing and OSHA Respiratory Protection Program Compliance, including documentation of compliance dates.
Color Vision: Added ability to document Ishihara color vision screening.
Menu Screens: Added ability to display item-specific help notes on menu screens.

4.54m (9 August 2004)
Support: Added routines to assist MediTrax Technical Support staff.

4.54j (11 July 2004)
Medical Surveillance: Realigned menus to gather all Medical Surveillance options on a single menu.

4.54h (16 June 2004)
Multi-Site Installations: Modified the information printed in Box 32 of HCFA-1500 to indicate the specific location at which services were provided.

4.54g (14 June 2004)
Employee Demographics: For individuals employed at multiple branches of the same employer, added a display line at the bottom of the employee picklist to indicate the branch (or employer location) with which the record is associated.
Standard Threshhold Shift: Updated the algorithm to analyze audiometric test results for STS, by incorporating the requirement that average absolute loss at 2000-3000-4000 must exceed 25 dB and that the average increase in age-adjusted loss at those frequencies since the date of baseline testing must exceed 10 dB.
Multi-Site Installations: Added the ability to correct the location at which services were provided via a new option on the "Correct Data Errors" menu.
Multi-Site Installations: Added the ability to switch from multi-site Administrative Mode to Facility Mode via the Master Menu. The mode is now displayed at the top of each MediTrax screen.

4.54e (12 May 2004)
Facility Service Dates: Simplified menu specifying days on which services are provided: options shown in the "Program Setup/Configuration" module are now "Monday through Friday", "Monday through Saturday", and "Every day of the week".

4.54d (5 May 2004)
Patient Allergies: Added a field to document specific allergies to food or medication. Added printout of allergies to Demographic Face Sheets, Clinical Worksheets, and Service Protocol checklists.

4.54c (20 March 2004)
Reprinting Invoices: Added the date on which the statement was originally printed to HCFA 1500 forms.
Clinician Tax ID Number: Added a data field to document the Tax ID number (or SSN) for each clinician. Added individual clinician's Tax ID number as well as the facility's Group Tax ID number to HCFA 1500 forms and state-specific Physician's First Report of Injury forms.

4.54b (19 February 2004)
Changing a Worker's Employer: Added details of employment dates to confirmation messages displayed before changing records. Added pop-up confirmation message when all records have been changed.
Employer-Specific Service Protocols: Added employer contact information to master protocol printouts.
Documenting Encounter: Added ability to change the type of encounter when documenting a previously-entered encounter.

4.54a (14 December 2003)
Clinician Demographics: Added the ability to combine clinician records (e.g., from "Physician's Assistant" to "Marlene Gerber PA").
Posting Credits: Added a pop-up message confirming to the user that the credit has been posted to the invoice or account.
Posting Credit Balances: Added a pop-up message confirming to the user that the credit balance has been posted to the account.
Documenting Encounter: Added the ability to add a new encounter via the <Ins> hot-key if the patient was not previously registered for the visit.

4.53z (25 November 2003)
MediTrax-Format Invoices: Adjusted the relative placement of the account-aging box and overdue-payment reminder message.

4.53y (8 November 2003)
Encounter Protocol Checklists: Added printout of employer telephone number to checklists when "Work Telephone" is not tracked for individual employees.

4.53w (24 October 2003)
Enter/Update Evaluation Results: This Master Menu option has been renamed "Document Worker/Patient Encounter".
Master Data Table Updates: Combined menu options to update Authorized Users & Security, Providers & Fee Schedules, Encounter Types & Protocols, and Business Account Managers to a single menu option on the Supervisor Utilities Menu.
Scheduling and Reviewing Appointments: This menu option, which previously appeared as a submenu of the Case Management/Work Status/Appts Menu, has been moved to the the Master Menu. The Work Status and Appointments display, as well as the Patient Encounter History, appear as options on this menu.
Scheduling Appointments and Registering Patients: Users may now indicate whether appointments are scheduled with individual clinicians (such as "ROSE FREEMAN MD" or "RANDALL TRUMAN FNP") or with a staff person (such as "STAFF PHYSICIAN" or "MEDICAL ASSISTANT"). Some facilities with multiple clinicians register patients without knowing which clinician will actually be available for the next evaluation; MediTrax enables registration by staff function, with the ability to document later the name of the clinician who actually provided the service. This option is definable in the "Program Setup/Configuration" option on the Supervisor Utilities Menu.
Appointment Scheduling: Added the option to specify, for each clinician or staff person, a daily schedule template. Individual blocks of time may be designated, with an optional comment for each block, to create a preferred template for each individual's daily schedule. When scheduling appointments with an individual, MediTrax displays the template and indicates which appointment blocks are available. Creation and updating of the daily schedule template is accessed from the "Edit Master Data Tables" option on the Supervisor Utilities Menu. After creating a schedule template for any clinician, the template may be copied for other clinicians.
Appointment Scheduling: When the user is prompted to enter the date of a future appointment, pressing the <F2> "hot key" displays a "pop-up" calendar with facility holidays and individual vacation/leave days highlighted. Pressing the <F6> "hot key" displays the clinician's schedule for that day, indicating which appointment blocks are available. The user is able to override the default schedule and to "double book" appointment blocks, as well as to specify appointment times which are not shown in the schedule template and/or to modify the default block of time allocated to any appointment. The user may move forward or backward one day at a time to search for appointment blocks. If the user simply selects the date and does not specify an appointment block, MediTrax prompts the user to enter the time of the appointment, again with the option to press a "hot key" to display the clinician's schedule on that day. "Tickler-only" appointments which do not have a specific time assigned (such as when a worker is instructed to come back on a specific date to have a TB skin test read) are displayed at the bottom of the schedule with the notation "ANY TIME".
Facility Holidays: Added the ability to specify an unlimited number of days on which the facility is closed, preventing scheduling appointments on those days. A message is displayed whenever a clinical report (such as a Clinic Patient Log) is requested for a date on which the facility was not open. Accessed from the "Edit Master Data Tables" option on the Supervisor Utilities Menu.
Clinician Vacation/Leave: Added the ability to specify an unlimited number of days on which each clinician is on leave or vacation, preventing scheduling appointments with that clinician on those days. Accessed from the "Edit Master Data Tables" option on the Supervisor Utilities Menu.
Appointment Scheduling: Changed the pop-up calendar display to indicate holidays and weekends, and prevent scheduling appointments on those days. When scheduling an appointment with an individual clinician or staff person, any days documented as vacation/leave days for that individual are also highlighted and MediTrax does not permit scheduling appointments on those days.
Appointment Scheduling: At the time a future appointment is scheduled, MediTrax searches its data tables to determine whether the worker has missed any previous appointments. If so, a message is displayed enabling the user to review and cancel any missed appointments.
Invoices With Overdue Balances: Added the option to display a list of invoices with outstanding balances which are older than a user-specified time period (such as 60 or 90 days) but less than one year old. Accessed from the "Generate Invoices" option on the Post/Review Accounts Menu.
Invoices With Overdue Balances: Added a message to reprinted invoices with balances outstanding for longer than 30 days. Example: "THIS BALANCE IS 60 DAYS PAST DUE. IF YOU HAVE RECENTLY SENT PAYMENT, PLEASE DISREGARD THIS REMINDER."
Enter/Update Evaluation Results: When documenting an encounter with an associated service protocol, MediTrax previously displayed the entire fee schedule, indicating pre-selected protocol services with a diamond. The user was required to press <F2> or <F4> to display only the selected services. The documentation of services now begins with the display of pre-selected items, enabling the user to add or delete individual items until documentation is correct.
Fee Schedules: Changed the default record highlighted on the Fee Schedule picklist, when specifying the schedules to be used for an employer. Previously, the picklist simply highlighted the first schedule in the alphabetic listing; now, the schedule previously specified for that employer is highlighted.
Service Providers (Service Vendors): Modified display of providers when editing the list of Service Providers, to indicate whether services for each provider are billed (direct revenue) or not (indirect revenue). Accessed from the "Edit Master Data Tables" option on the Supervisor Utilities Menu.
Default Addresses: Added option to specify, when adding a new demographic record for a worker or a client company, whether the address of the user facility should be used as default values. The city, state and ZIP code of the facility may be used, or just the city and state, or just the state. The user may also specify that the fields should be left blank initially so the appropriate values may be keyed in at the time of creating each new record. This option is definable in the "Program Setup/Configuration" option on the Supervisor Utilities Menu.

4.53v (20 September 2003)
Random Selection: Added the option to display the details of any specified draw. MediTrax displays the sequential number assigned to the draw, the date of the draw, the demographic group from which the draw was made, the number of individuals eligible for selection, and the number of individuals selected. Selecting a specific draw causes MediTrax to display the name of each individual picked in that draw. Accessed from the "Review Appointments/Events" menu.
Random Selection: Added the option to validate the randomness of the selection process by creating a dummy data file and selecting records at random using the same algorithm as "live" draws. MediTrax displays statistics for the "dummy" draw. Accessed from the "Validate Random Selection" option on the Supervisor Utilities menu.
Random Selection: Added option to display the random selection process step by step, stopping after each name selected at random and displaying that name. The user must press any key to continue with the process and select the next individual.

4.53u (26 August 2003)
Reprinting Invoices: Added the option to reprint a range of invoices (which is useful after you discover the printer ran out of toner halfway through the just-completed monthly billing process).
Menu Flow: Implemented numerous enhancements in menuing (many not visible to users) to promote faster and more efficient menu displays.

4.53t (18 August 2003)
Employer Demographics: Added display of branch name at bottom of Employer Picklist for employers with multiple branches.

4.53s (4 August 2003)
File Handling: Implemented more frequent file closures to further reduce the likelihood of data corruption following system crash.

4.53r (18 July 2003)
Invoice Format: Added ability to indicate default format for Private-Payment services during Universal Parameters updates. Added ability to specify HCFA-1500 format for Private-Payment services when reprinting an invoice.
Random Selection Method: Changed order in which pools are displayed, moving "Always-Eligible Method" (the most commonly used method) to top of menu.

4.53q (1 July 2003)
Transaction Details: Modified algorithm for tracking and reporting deleted charges following cash payment.

4.53p (12 June 2003)
Incident Reporting: Changed wording from "Date Incident Was Reported To Employer" to "Date Supervisor or Employer First Knew Of The Incident".

4.53n (17 May 2003)
Printer Setup: Eliminated necessity to confirm the existence of a LaserJet-compatible printer.

4.53m (20 April 2003)
Network File Handling: Additional enhancements (without visible change to the user) reducing the number and frequency of data messages sent over the network, reducing network "traffic".

4.53k (2 April 2003)
Account Management: Modified handling of deleted transactions to ensure deleted writeoffs did not create an erroneous account balance.
Worker Demographics: Eliminated "carryover" documentation of home and work phone numbers from one worker to the next when Universal Parameters were set for no documentation of these numbers. Eliminated printout of home and work phone numbers at the top of clinical worksheets and demographic data sheets when Universal Parameters were set for no documentation of these numbers.

4.53j (16 March 2003)
Work Restrictions Documentation: Modified algorithm which checks to prevent overlapping periods of work restriction.

4.53h (1 March 2003)
Worker Demographics: MediTrax now requires the user to verify the accuracy of demographic data before the <F7>option to document a Job Change becomes available.
Employer Demographic Data: Eliminated inquiry about availability of modified work assignments.
Network File Handling: Extensive enhancements (without visible change to the user) reducing the number and frequency of data messages sent over the network.

4.53g (17 February 2003)
Demographics: Added data table for Drug Testing Laboratories.
Deleting Overdue Appointments: Added ability to delete reminders for previous or overdue appointments at the time of registration.
Display Future Encounter (Appointment) Schedule: Added ability to display scheduled appointments for one or more specified clinicians.
Drug Testing Panels: Added ability to define multiple Drugs-Of-Abuse panels.
Scheduling Appointments: Added ability to specify time of next visit, and to specify an individual clinician. Added ability to display existing clinician visits ("scrolling" from one day to the next, if desired) to avoid scheduling conflicts.
Worker Encounter History: Added time of visit and name of clinician to on-screen display. Added ability to press <F5> "hot-key" to display details of a selected encounter.
Clinician Demographics: Reduced "Status" field options to <S>taff and <O>ther.
Worker Demographics: Added ability to document home address and phone number for self-employed workers and those with no documented employer, regardless of Universal Parameters setting regarding documentation of address and home phone number.
Multi-Site Installations: Added the ability for administrative users logged in at the central administrative or "headquarters" location to specify a "Virtual Location" in order to work with data from a specific clinical site. MediTrax displays the name of the "Virtual Location" on each screen.
Duplicate Encounter Numbers: Modified algorithm for assigning unique encounter numbers to avoid the possibility of duplication.

4.53f (28 January 2003)
Demographic Data: Implemented the ability to press a <F4> "hot-key" when reviewing demographic data, enabling approval of displayed data fields without having to "cursor down" through each field.
Demographic Data: Eliminated "maiden name" data field for clinicians.
Demographic Data: Added a data table for Designated Employer Representatives, with appropriate demographic data entry/update screens.
Demographic Data: Added a data table for Medical Review Officers, with appropriate demographic data entry/update screens.
Demographic Data: Added a data table for Clinical Reference Laboratories, with appropriate demographic data entry/update screens.
Word Processing: Changed several hot-key prompts to more intuitive lettering (e.g., Output was changed to Print). This is a preliminary step in the plan to implement "uneditable" clinical narratives as well as enable users to create a library of clinical document templates. In line with this change, the "Work Comp Clinical Notes" document category was temporarily made inactive, as was the Alt-L "hot-key" function to switch between document libraries. A picklist was added to enable selection and importing of ASCII text files.

4.53e (22 January 2003)
Service Volume/Revenue Report: Added a report of utilization and revenue from any user-specified service, during any user-specified time frame. [Editor's note: Thanks to dedicated programmers, this report was added within 36 hours of an urgent request by a MediTrax user -- at no charge to the user's facility.]
Service Protocols: Added a user warning when a fee schedule upon which a service protocol was based was deleted.

4.53d (21 January 2003)
Encounter Tracking: Added the ability to track individual patient visits/encounters by assigning a sequential Encounter Number (printed on Clinical Worksheets and Protocol Checklists). This required repositioning of the employer name on these worksheets.
Encounter Tracking: When documenting the results of a patient visit, or documenting services at that visit, it is no longer necessary to identify the visit category, worker name, date of visit, and clinician: entering the Encounter Number enables MediTrax to retrieve all data necessary to identify the visit. If the Encounter Number is unknown, the user may display a list of all registered encounters for a specified date, or may display a list of all "open-ticket" encounters for which no services have been documented.
Case Management Tracking: Enabled tracking of non-occupational injury and illness in the same detail as previously available for occupational injury and illness, including the ability to bill for case management services. When displaying the Transaction Detail for a selected incident-related service charge, account credit, or overpayment, MediTrax now indicates whether the case is occupational or non-occupational.
Case Management: Enabled initial documentation of a single case and/or rapid access to the interactive Case Status Display screen for a single case (without selecting case-roster filters), by selecting Add/Update a Single Case from the second-level Case Management menu.
Incident Account Review: Enabled review of the financial account for any incident, including the ability to post transactions and print invoices or summaries, by pressing the <F5> "hot-key" from the interactive Case Status Display screen.
Financial Reports: Enabled display and printout of 8-figure totals ($10,000,000) instead of previous 7-figure maximums.
Account Adjustments: After deleting a previously documented refund of an overpayment, or after deleting a charge for which payment has already been posted, the user is now prompted to apply the resulting overpayment or to create a credit balance in the account.
Word Processing: Added <F8> "hot-key" capability to automatically insert a date/time notation in any document.
Employer Demographics: Eliminated the question asking whether the employer has its own employee health service.
New York State C-2 and C-4 Forms: Made several format changes to enable printing of additional information.

4.53c (8 January 2003)
OSHA 300 Log: Enabled printout of the revised OSHA Log for incidents occurring in the year 2002. Information entered during incident documentation is available for both OSHA-301 and OSHA-300 reporting.
OSHA Recordability: Enabled <F3> "hot-key" switching of OSHA recordability status from the interactive Case Status Display screen, for client employers whose OSHA Log information is tracked. The <F3> "hot-key" also enables the user to flag a case as having "Privacy Concerns"; to update basic case data (injury vs illness, OSHA illness category, documentation of "object or substance which directly harmed the worker", and other data required for OSHA-301 and OSHA-300 (columns E and F); or to display a help screen displaying OSHA recordability criteria.
OSHA Incident Tracking: Enabled users to specify which employers require OSHA recordability to be tracked, eliminating OSHA-related questions for employers not requiring such documentation.
Injury vs Illness Cases: Enabled automatic updating of the case Category from the interactive Case Status Display screen by automatically updating the Injury/Illness designation to correspond with the user-defined case category.
Occupational vs non-occupational Injury/Illness cases: Enabled changing documentation of a case by editing the Claim information from the interactive Case Status Display screen and pressing the <F3> hot-key.
OSHA Log Documentation: Added ability to document the "object or substance which directly harmed the worker" during initial visit documentation.

4.53b (22 December 2002)
Deleting Payments Posted in Error: Added option to trace and view all payments (including overpayments) made from a single check, and to confirm each deletion.
Word Processing: Changed wording of prompts from "Output" to "Print" and from "Prior" to "Previous".
Worker and Physician Demographics: When entering or updating demographic data fields, user was required to press <Tab> or <Enter> to move down the screen one field at a time, even after all desired changes had been made. Added capability to skip to the end of demographic fields by pressing <F4>.
Physician Demographics: Reduced the number of options for the Status field to two: "Staff" and "Other", eliminating the separate categories of "Affiliate" and "Consultant".
Demographic Data Entry/Update: Eliminated reminder at bottom of screen regarding preferred format for street addresses.

4.53a (16 December 2002)
Case Management: Added option to enter a new case (or update a previously-entered case) by entering the case number or the worker's name or ID number from the Case Management Functions menu.
Case Management: Streamlined the process to add a new case, by eliminating screens which required entry of basic workers compensation case information. Screen flow now goes directly from selection of the worker (or case) to the interactive Case Status Display screen, without prompting the user to enter the injury/illness category, diagnosis, or date of injury (or onset of symptoms).
Case Management: Added a requirement to document the date of injury (or onset of symptoms) prior to reviewing the financial account for a new case. If the user attempts to exit the interactive Case Status Display screen without documenting the initial date of injury, a pop-up message warns that Incident records without a date of injury will be automatically deleted from MediTrax data tables, and prompts the user to enter an injury/illness date.
Case Management: Added prompts requiring the user to indicate whether a new case is occupational or non-occupational, and whether the case involves an injury or illness.
Case Management: Added a default event listing "[No events have been documented]" for newly-documented cases in which no clinical appointments or work restrictions have been documented.
Case Management: Eliminated display of the employer's workers compensation insurance carrier from the interactive Case Status Display screen in non-occupational injury/illness cases.
Service Protocols: Changed the printed name of the service provider (vendor) from the "short name" to the full name of the vendor. This change was made on both the printed administrative protocols as well as individual Service Protocol Checklists generated at the time of patient registration.
Register Worker for Evaluation: All clinical visits are now assigned a unique, sequential Encounter Number. This number is printed at the top right of each Clinical Worksheet and Service Protocol Checklist, and is displayed in the Patient Encounter History (accessible from the Case Management/Work Status/Appts menu).
Enter/Update Evaluation Results: Simplified identification of the visit being documented. After indicating the category of service, MediTrax enables the user to enter the Encounter Number assigned to the worker's visit. If the user enters an Encounter Number, MediTrax automatically searches all data tables to identify the worker, employer, date of service, type of visit, and clinician. "Hot keys" enable the user to display a list of all previous encounters for the specified category of service within any specified date range, or to display a list of all "open ticket" encounters for which no services have yet been documented (see the following item). If the Encounter Number is not available, the user still has the option to identify the worker, date of service, type of visit, and clinician by selecting them from a sequence of menu screens as before.
"Open Ticket" Encounters: To assist facilities in identifying service visits for which clinical worksheets may have been misplaced (resulting in potential lost revenue), the Enter/Update Evaluation Results menu now features a "hot key" which enables the user to display a list of all "open ticket" encounters for which no services have yet been documented. Many facilities include a "No Charge for Services" item on appropriate fee schedules, and post a "No Charge" service to ensure the encounter does not appear on the "open ticket" list forever.
Case Terminology: Changed references to "Workers Compensation Cases" to "Occupational Injury/Illness Cases".
OSHA Illness Categories: Eliminated the line of illness-category checkboxes, and the "Not OSHA Recordable (first aid only)" checkbox from clinical worksheets, except when the worker's employer is a company for which the facility is tracking OSHA log information.

4.52z (2 December 2002)
Case Management OSHA Log information: Eliminated "hot key" to OSHA recordability status for employees of companies for which OSHA Log information is not tracked, and for non-occupational injury/illness cases.
Clinical Specialties: Added "CM Case Management" to list of specialties.
Case Management: Modified Case Status display to show date of case closure.
Case Management: Added ability to display category identifier on the interactive Case Status Display screen for Non-Occupational injury/illness cases.
Posting Payments: Restored option to skip charge-by-charge review whenever the amount of a payment equals the balance due. When the payment amount is greater or less than the balance due, charge-by-charge review is required.
Case Documentation: Eliminated screens documenting information required by workers comp carriers in non-occupational injury/illness cases.
Employer and Insurer Demographics: When entering or updating demographic data fields, user was required to press <Tab> or <Enter> to move down the screen one field at a time, even after all desired changes had been made. Added capability to skip to the end of demographic fields by pressing <F4>.
Physician, Employer, and Insurer Demographics: Area Codes for office phone and fax numbers, and for employer Workers Comp Contact phone and fax numbers, now default to the same Area Code as the user facility.
Employer and Insurer Demographics: Added option to document telephone extensions for contact individuals.
Worker Demographics: Area Codes for home and emergency phone numbers now default to the same Area Code as the user facility.
Training Copy: Deleted menu options to create a backup copy of data tables, or to copy all files to a backup "Training Copy" of MediTrax, when the user is currently working in the Training Copy.

4.52w (28 August 2002)
Workers Compensation Carriers: Updated routine to realign all occupational injury and illness cases with the correct insurance carrier for the employer.
Check Tracing: Added a hotkey to select a particular check from a list of similarly-numbered checks, enabling immediate display of all payments made from a specific check. Added ability to edit the number or payor name on a previously-entered check.

4.52v (8 August 2002)
Injury and Illness Summary: Added option to prepare a report which includes all incidents regardless of employer.

4.52u (1 July 2002)
Medical Surveillance Group Rosters: Updated cross-references between data tables to require selection and identification of workers by employer, eliminating workers from rosters when employment is terminated. This has the added advantage of ensuring random-selection lists always reflect currently-employed workers.

4.52t (5 June 2002)
Worker picklists and roster: Changed format of displayed name to LASTNAME, FIRSTNAME.

4.52s (22 May 2002)
Random Selection: Added a display line indicating the number of workers who would be considered eligible for selection from an "always-eligible" pool, but for whom an appointment of the specified type on the specified date (or within the specified date range) already exists.

4.52r (7 May 2002)
Mailing Labels: When printing labels for employers, added a user option to specify whether labels should be printed for each company's Administrative Contact or Workers Comp Contact.

4.52q (30 April 2002)
Surveillance Group Rosters: Added graphics to the screen display, indicating workers with multiple employers.
Employer Demographics: Added fields for name, telephone number and extension, and fax number of an employer's workers compensation contact person. Workers comp invoices for self-insured employers are automatically sent to the attention of this individual. Workers comp contact information is now printed on employer rosters.
Clinical Worksheet: Added blanks to document time employee left the facility, as well as date and time of next appointment.
Random Selection: Added numeric progress display while searching data tables for eligible workers. Following random selection of workers, MediTrax now displays the roster of individuals selected and enables printout of the roster.
Mailing labels: Eliminated the screen asking the user if "dummy" labels should be printed.

4.52p (26 March 2002)
Mailing labels: Enabled previously requested labels to print in alphabetic or ZIP code order. Eliminated duplications in previously requested labels.
Surveillance Groups: Enabled user to display a current roster of workers in a selected surveillance group, and to modify the roster from the picklist of all workers.

4.52o (8 March 2002)
Financial Transactions Log: Added option to prepare and print a log of all transactions documented for a specified date of service, regardless of the date of posting.
Case Management: Added option on the interactive review screen to delete a secondary diagnosis and associated ICD-9 coding.
Case Management: Modified algorithm for searching data tables when user selected mutually exclusive case parameters (such as selecting "Male" and "Female", or "Receiving Medical Care" and "Discharged From Care".
Case Management: Added menu option to display a roster of cases not yet assigned to a case manager, enabling rapid identification of unassigned cases and documentation of assignment.

4.52n (25 February 2002)
Case Management: Changed the prompt for modifying the OSHA recordability of a case to <F3> hotkey.
Case Management: Added display of Body Part to interactive display screen, with option to change this value.
Case Management: Removed display of Attorney from interactive display screen.

4.52m (11 February 2002)
Fee Schedule Display: Modified line-item display to include NDC codes.

4.52j-k-l (31 January 2002)
Case Tracking and Telephone Case Reporting: Additional client-specific modifications and enhancements for a New York hospital consortium.

4.52i (14 January 2002)
Employer Roster: Added chronologic printout of Workers Comp Insurance Carriers.

Most recent "bug" report:
7 November 2006
Last 2 digits of 11-digit Tax ID number did not display on HCFA-1500 forms
Corrected 9 November 2006


Copyright © 2007 Occupational Health Systems, Inc. All Rights Reserved
CALENDAR
OF EVENTS
 
  • MediTrax 5.0
    User Group
    Meetings
    Various Locations
    2007 - 2008
     
  • AOHP
    National Conference
    Denver CO
    September 17-20 2008
  • NAOHP
    RYAN Associates
    National
    Conference
    Chicago IL
    October 13-15 2007
  •