TFM Release Notes

2/8/2005 - 1.5.2

• Added the patient middle initial to distinguish them in the Day Schedule Table
• Miscellaneous EOP screen display fixes
• Miscellaneous Scheduler fixes
• Added EDI posting log for later use in 997 and 277 processing
• Added a status/message line to the toolbar.

1/22/2005 - 1.5.1b

• Fixed an EDI error which included Rendering and Supervising Provider loops when none were selected. This effected ALL EDI claims which do not have Rendering or Supervising Provider selected.

1/13/2005 - 1.5.1a

• Added a 'Last Seen Date' field to an encounter.
• Fixed an error selecting coverage in EDI for patients with two coverages with the same payer.

1/5/2005 - 1.5.1

• Added a preference to set the background color for all TFM windows. The background color is set in the scheduler preferences (even if the scheduler is not licensed).
• Fixed some startup errors on Mac OS X.

12/22/2004 - 1.4.12b

• Fixed processing of the N2 segment for Payers.
• Added rendering provider and supervising provider fields to an encounter.
• Added a supervising provider field to an encounter.

12/10/2004 - 1.4.12a

• Fixed the rendering provider segment for EDI.

12/07/2004 - 1.4.12

• Added Time Blocks in the TFM Scheduler. Time Blocks may be used to allocate various lengths of time for any purpose. These blocks are assigned and manipulated from the Appointment screen exactly like appointments and include a user assignable color preference setting. Typical uses of Time Blocks are to reserve certain times of the day for special purposes such as new patients, etc. Additionally, the staff could utilize them to indicate that a provider is unavailable for certain periods of time.
• Added a Save & Copy button in the TFM Scheduler appointment screen that allows saving the current appointment or block of time that is being edited and creating a duplicate one. This is a useful shortcut for:
  1. Allocating additional blocks of time with the same purpose. The staff could create a Time Block with a purpose such as "New Patients" or "Physicals" and then easily populate the TFM Scheduler with multiple copies.
  2. Saving an appointment with a missed or cancelled status and then creating a new/identical appointment to reschedule it. Keeping missed/cancelled appointment is useful for logging patient history.
• Multiple improvements for the Day Schedule PDF output form.
• Added a TFM Scheduler preference setting to determine if an appointment status should be automatically changed and saved when an encounter is saved. Choices are to
  1. Ask every time
  2. Just Remind
  3. Do Nothing
• Added a rendering provider selection to each procedure. The default action is to automatically select the billing provider from the encounter.

11/07/2004 - 1.4.11

• Update to the "Procedure & ICD9 Statistics" report. The searching for ICD9's now is enabled. Note: only one kind of search can occur at a time, either a search for Procedures or a search for ICD9s.
• The cut, copy, and paste menu options are now enabled in the patient, coverage, and provider edit screens.
• A new tool, the 'Person Merge' utility is being released. Every patient and guarantor in TreFre Medical has person demographic data entered and saved in the database. When the patient and guarantor are in reality, the same person, this information should be entered only one time and shared. The'Related New' buttons in TFM provide this capability. Sometimes, the 'Related New' buttons are not used when the patient or guarantor is defined and there becomes two distinct copies of the demographic data. Changing an address in one does not change the other. The new 'Person Merge' tool (accessed in the TreFre Medical File menu) will attempt to find these situations and provides a mechanism to repair/link them. More details will be displayed every time the tool is invoked.
• Added miscellaneous performance improvements.
• Added the ability to read 835 remittance advice files. Users are not able to post the data into TFM yet.

10/17/2004 - 1.4.10b

• Fix for EDI. Changed the transaction set control number to start with "0001" and increment for each transaction instead of using the EDIClaim ID.

10/11/2004 - 1.4.10a

• In PatientPaymentListGUI, fixed how the total is calculated. Actually TFM is now calculating the Total Credits, the Total Debits then taking the difference to get the Balance and reporting all three numbers on the screen.
• Fixed the out of memory problem in the ProcICD9StatListGUI.

10/3/2004 - 1.4.10

• EDI - Added loop desciptions for 997 messages.
• EDI - Fixed CLIA qualifier in 2400 loop to use 'F4' qualifier instead of 'X4'.
• EDI - Improved the handling of 997 transactions.
• EDI - Changed group control number to be numeric.
• When a provider is deleted, to keep the TFM database consistent, all appointments, patients, and encounters must be assigned to another provider. If the other provider does not have the scheduler hours enabled, they are automatically copied from the provider to be deleted.
• If there is only 1 provider defined in TFM, don't allow the provider to be deleted.
• Added support for having the same procedure entered multiple times in an EOP when quantity fields are not supported.
• Put the Coverage Ident number in both the Coverage Detail and Coverage Edit window titles.
• Enabled delete capability for patients. Before deleting, an informational message is output detailing all appointments, assigned covera ges, account transactions, encounters, and claims that are defined for the patient. All of these related records will also be deleted if t he patient is deleted. The user is given the option to cancel the delete after reviewing the message.
• Enabled delete capability for coverages. Before deleting, an informational message is output detailing all of the assigned coverages th at specify this coverage/guarantor. All of these related records will also be deleted when the coverage is deleted. The user is given the option to cancel the delete after reviewing the message.
• Fixed the "Active" indicator for Coverages in the Patient Detail Report
• Fixed the TOTAL calculation for the Report on the Patient Payments
• Added a new column to the Report on the Patient Payments titled "Type"

9/10/2004 - 1.4.9

• Initialize image directory setting in preferences if not set.
• Remove the 'write access' check of image directory
• Fixed spelling of Name as "Naem" in HCFA Adjust
• Provided a popup selection menu in HCFA 1500 when there are multiple coverages defined for a patient with the same guarantor and payer. This allows the user to select the correct one.
• If a provider signature file is not located, automatically put the provider name in the HCFA 1500, cell 31.
• Added a unique identifier to the found coverage table so users always know which one they are selecting. This identifier is displayed w hen the user is editing a claim and selecting the billed payer.
• Street criteria was added for listing patients.
• All scheduling screens now automatically select the default provider that is set in preferences.
• Added procedure statistics report.

8/25/2004 - 1.4.8b

• Fixed scheduler to only display providers with schedules defined.
• Fixed pop-up searching to be case insensitive and sorted whenever possible.

8/18/2004 - 1.4.8a

• Fixed configuration list GUI's search boxes.

8/2/2004 - 1.4.8

• Modified background color for popup lists to be consistent.
• Fixed problem when a bad date was entered, an error dialog window repeatedly was displayed and the user could not continue.
• If reloading demo data from the "License Manager->File menu, a demo scheduler license was not being reinstalled correctly.
• EOP Enter Procedure Payment dialog corrected a problem. If a patient had two encounters on the same date and the billing system filed th e EOPs on the same date the "Encounter Date" popup widget had a problem differiciating the two dates. Solution: An "*" has been added to one of the dates in the popup.
• EOP Enter Procedure Payment dialog corrected a problem that a list dialog appears with only one enounter. Solution: Simply fill the EOP entry dialog and skip the List dialog.
• EncounterGUI dialog - previously TFM prompted the user before deleting a claim associated with an encounter. If the user didn't look at the payments that had been entered and still deleted the claim, this generated an error. Payments that had no associated claim. Solution: Do n't allow deletion of claims with payments.
• ReportsGUI - added a button to call the Provider Financial Report Dialog.
• ProviderStatsListGUI - a new dialog that reports the financial information for a provider.

6/28/2004 - 1.4.7

• Fixed EDI 837 transaction to correctly print the extended charge at the claim level and print the procedure unit charge at the service l ine level.
• Set background color on tabbed panes.
• Error List - Enable double-click for related object and disable button when there is no related object.
• Refresh related object before creating related object GUI.

6/3/2004 - 1.4.6a

• Added Java/Extensions directory to snapshot report.
• Made report designer menu option conditional on existance of JasperPal.

6/3/2004 - 1.4.6

• Fixes issues with snapshot on Mac OS X.

5/10/2004 - 1.4.5

• Implemented fixes for font usage and spacing of characters in all notes fields.
• Added some selectable checkboxes to the HCFA 1500 screen to allow the user to NOT use any of the 6 procedures in the table when creatin g the PDF output file. This allows creation of a HCFA 1500 file for a subset of the procedures in the encounter. The Total Charges and Bal ance fields are updated accordingly when a procedure code is de-selected.
• Fixed a problem in the HCFA 1500 screen where the ICD9s were incorrectly displayed when the "More Procedures" button was used.

4/4/2004 - 1.4.4

• On the HCFA 1500, field 9a, a popup is available that displays choices between other Insurance group or policy number. Some customers n eed one or the other so the choice is provided.
• Removed deleting of a coverage/guarantor in CoverageDetail screen and the Coverage table list. In a future release this capability will be available in a maintenance screen.
• Removed deleting of patients in the PatientDetail screen and Patient table list. In a future release this capability will be available in a maintenance screen.
• When editing patients, the medical release field popup list is now default to "A - On File (Provider)".
• Support to enforce Maintenance licenses for TFM updates has been added. This is the last version that customers without valid mainten ance licenses can install. After this release, if a customer attempts to install and run a new version of TreFre Medical and they don't hav e a maintenance license, the application will not run.
• Corrected problem reporting the "Total Paid" in the Encounter Summary GUI.
• Added a troubleshooting snapshot to create a diagnosic file to send to TreFre support.
• Fixed the Patient date of birth to correctly store birth dates with times. Changed the Patient's DOB to a Timestamp instead of just a da te.
• Improved the way TFM handles entering dates to make the background of the date text box pink when the format is illegal.
• Fixed a bug that didn't cancel changes in a Person based wizard card.

3/7/2004 - 1.4.3a

• Added quantity to procedure as a charge multiplier.
• Added support for Procedure-Quantity multiplier to the EOP dialogs
• Enhanced the speed of data searching while entering EOPs
• Made all existing Quantity values float
• Added a "Restore from Backup" option in the "File" menu to restore database backups.

3/1/2004 - 1.4.3

• Added quantity to procedure as a charge multiplier.
• The Patient Account Summary is now sorted by date.
• Reports that have Procedure tables have been changed to support the quantity and total value for procedure values.
• Several of the Reports tables have been enhanced.
• Fixed a problem with the modification values in the "Statement" report.
• The Provider Increment and Duration appointment fields have been removed from preferences and are now set in the Provider Editor (for sc heduler)
• The DOB is now a required field for patient, provider, and guarantor.
• The FeaturesToRun property has been removed from preferences.
• A "From Previous" Button has been added to the Encounter Summary screen. This button allows all procedures from any previous encounter to be applied to the current encounter. It will typically be used when patients repeatedly come in for the same reason and the same proced ure codes, modifiers, and ICD9s codes are applied each time. Using this button, all this information can be automatically recalled from a p revious encounter rather than entering it again.
• Default ICD9s can be applied for procedure codes. In the Configuration menu for procedure codes, up to 5 ICD9 codes can be listed a def aults. Each time a procedure code is used in an encounter, the default ICD9s (if any) are automatically selected in the procedure editor.
• Patients can be located via social security number.
• The Procedure Editor has a new field for quantity. This field allows specifying a number of units for the procedure. The base cost of a procedure code is multiplied by this quantity throughout TFM in financial and HCFA reports. In the HCFA form, the DA/units field is extrac ted from the procedure quantity field. The quantity and the procedure code cost are multiplied to calculate the total cost for the procedure .

2/11/2004 - 1.4.2a

• Fixed a bug in the automatic database startup logic used at launch or after a backup.
• Added prompt to EDIPostGUI to confirm posting of claims after creating file.
• Fixed EDI to include CLIA ID on 837 Claim Service lines (Procedures) in 2400 loop.

2/8/2004 - 1.4.2

• Implemented a DB Backup used when TFM is running on the DB Server on Mac OS X.
• Fixed logo to use preferences selection com.trefre.form.logo
• Fixes to routing sheet, logic problem and filename problem - spaces preventing the automated prompt from working
• Encounter Reports each print "Grand Total of Procedure Charges $xxx.yy" on the last page of the reports.
• The appointment TAB is enabled in the PatientDetail screen if the scheduler is enabled.
• When creating PDF documents, the option is provided (both PC and MAC) to automatically open the file in the Acrobat PDF reader.
• When creating a HCFA that has more than 6 procedure codes assigned to it, a "More Procedures" button is available to open another HCFA f orm (with all information from the first form automatically entered). Every time this button is selected, up to 6 more procedure codes are listed. There is no limit to the number of procedure codes allowed.
• The values in the HCFA table for row 24, cells G through K can now be edited with a single mouse click instead of a double click.
• The RESERVED fields 10a, 19, and row 24, cell K on the HCFA form can now be entered in the HCFA screen and they will be included in the output PDF file.

1/18/2004 - 1.4.1a

• Added filters to Encounter List interface.

1/11/2004 - 1.4.1

• Fixed Fax Phone # in encounter statement
• Fixed Location Code in encounter statement
• Fixed Modifier 1, 2 & 3 in encounter statement
• Fixed the printing of Patient Payments in encounter statement
• Added the menu to the Encounter dialog to run all encounter reports
• Added prompt to allow the user to open the report once created

1/4/2004 - 1.4

• Added an encounter statement report the encounter list Reports menu.

12/21/2003 - 1.3.10

• Fixed selection of current coverage in EDI Claims.
• Fixed referring provider primary ID to use EIN or SSN first.

12/17/2003 - 1.3.9a

• Added an index to EDICLAIM_TF on claim_id.
• Added the payer assigned claim number to a resubmitted claim.

12/14/2003 - 1.3.9

• Made Provider Code Qualifier a pop-up.
• Included provider codes as REF segments for referring providers.
• Removed several DEBUG statements.

11/30/2003 - 1.3.8

• Added ability for EDI->Load to read, parse and display 997 Functional Acknowledgement transactions.
• Fixed bug which prevented first item in some Encounter reports from printing.
• ProcedureModifier selection is fixed when editing a procedure.
• Added ability for EDI-Load to read, parse and display 277 Status Notification transactions. It will also translate the codes into their readable description.
• Added Status Code and Status Category tables to database and launch DB verification. These tables will be created and loaded if they don 't exist and/or are empty.
• Updated Error List to use a split pane which allows the user to resize top and bottom list and message areas as needed without having to resize the entire window.
• Fixed null exception pointer in Import clean-up

11/23/2003 - 1.3.7

• Added Procedure Modifier configuration interface.

11/17/2003 - 1.3.6

• Added several new reports.
• Fixed a problem during the edit of a claim when when a expired Primary coverage existed. The expired primary coverage was incorrectly displayed in the PRIMARY PAYER text box instead of the current Primary coverage.
• When creating a HCFA 1500 form, the Total Paid and Balance fields are both editable. When the Total Paid is entered, the balance is re calculated automatically. The balance can be modified after the calculation is completed if the user wished to enter a different value.

11/2/2003 - 1.3.5

• Added Release Notes item in Help menu to display release notes.
• For encounters, allow provider and referring provider to be the same. Previous versions did not allow this.
• Removed the warning message that a provider signature file was not found when creating a HCFA PDF file.
• Fixed a problem on HCFA form where the relationship was incorrectly indicated.
• Moved payer address field in HCFA PDF form so that it will line up with a windowed envelop.
• When creating labels for coverages/guarantors, don't create duplicate labels when the same guarantor has multiple coverages.
• Allow user to enter the delete key when the maximum characters have already been entered for text and date fields.
• Fix for service place configs. When adding procedure codes to an encounter, display both the service place code AND description in the list. Previous versions only displayed the description. When adding a procedure code to a procedure, select the service place that was alr eady selected in the encounter details screen.
• Added a button with the currently selected business logo displayed on it in the directory preferences. Users can now select their busi ness logo and see it displayed immediately.
• Automatically add the Provider/Payer Code to the provider PIN field of the HCFA PDF file.

10/29/2003 - 1.3.4

• Fixed addition of control number to be consistant with ObjectTF name.
• Fixed some installer issues.

10/12/2003 - 1.3.3

• Added control number to EDIClaim table to use for processing functional acknowledgments correctly.
• Removed "Set" button for selecting Patient and put a prompt in the "Finish" area to ask the user if there are more patients. This speeds processing by not searching the database multiple times.
• Modified screen that locates patients and coverages to be case insensitive when finding specific entries.
• Added a maximum length label for all text, date, and notes fields. Also added a key listener that watches each key stroke to verify the user does not exceed this maximum.
• Modified many button and field sizes or positions for better PC display.
• Fixed output file name problem when creating the PC version of the HCFA PDF file .
• Set a default value for Claim assignment code.
• Added checks for new provider and new encounter to verify provider preferences are set correctly.
• Automatically set the patient relationship in when patient editor is created.
• Default signature source assigned for new patients.
• Modified patient payments and billing/aging tables to be not selectable.

9/29/2003 - 1.3.2

• Fixed EDI testing/production flag in ISA segment to reflect preference setting.

9/25/2003 - 1.3.1

• Removed log messages that displayed as errors during "Export Whole DB" process.
• Resized buttons for Windows PC's.
• Create default HCFA form values if hcfaprint.dat doesn't exist.
• Fixed PDF generation issue on Windows PC's that would not let TFM open a PDF report.
• Made LicenseManager button opaque.

9/12/2003 - 1.3

• Update to marketing release 1.3

9/10/2003 - 1.2.10

• Made a few minor adjustments to the EDI X12 professional claim.
• Fixed NullException that occurred on Windows XP after a fresh installation.
• Included the manual in the application build.

9/6/2003 - 1.2.9

• Fixed license management to always load the Default Base database when a valid base license is entered. This works the same as when a De mo license is entered. Plus the customer won't have a database at all after a first install of HSQLDB or if they have their own database.

9/3/2003 - 1.2.8

• Need to provide instructions on how to use the CPT and ICD-9 validation for the EDI interface.