QuicDoc® Version 12.0.1(September 28, 2017)

• Enhancements
  
• General
  1. Legacy prescriptions for some medications such as seboxone requires addition of field for NADEAN under the user profile.
     
  2. Added back the Pharmacy view. See Setup...Preferences...Administrative to show the view

• Fixes
  1. Error in Notes Due report when checking against Office Therapy schedule where Office Therapy database has space in the name.
  2. Issue with Repeating appointments back color not showing
  3. issue with available times on schedule showing incorrectly
  4. Updated the url for mouse/touch signature
  5. Tutorial Videos not opening in the Cloud
  6. Error exporting Providers to Office Therapy

QuicDoc® Version 12.0.0(July 25, 2017)

• Enhancements
  
• General
  1. New look and easier interface for Patient View.
     
  2. WorkDay and Dashboard View - new view showing Workday (appointments, tasks, agency announcements), Agency Policies, and Dashboards. Dashboards are available on the web and can also be customized.
     
  3. Custom User Forms can now be created for the Patient view, Provider View and for your practice. In addition to being able to create user forms for notes, you can now create a user form to attach to patients, providers (e.g. to track malpractice insurance, credentials, etc.), and for your practice (e.g. to track incidents). Enter multiple records in each form and filter records.
     
  4. Customizable Patient Details pane, by user, in Patient View allows you to easily see key fields.
     
  5. Group Notes due added to Reminders for Notes Due. Now shows for leader, co-leader and supervisor.
     
  6. Increased number of custom user fields under patient setup. The number has increased to 30 user-defined fields. Also, the length of the user-defined field labels has increased.
     
  7. Ability to group and search patients by Family Name.
     
  8. You can now assign No Access, Read, Edit, Edit/Delete access to hot notes and alerts. See Set Access Levels for each user.
     
  9. Added ability to assign providers (other than primary) to a task and have it show in Reminders.
     
  10. Ability to Delete a problem from Wiley Progress Note.
      
  11. Sync Patient Account with OT. Always add on a new patient. Only update is userpreference, "Interface", "UpdateOTClientAccount" set to 'Y'
      
  12. ALL NEW Print Preview functionality for Chart. Preview rendered as a PDF Document.
      
  13. All New Chat/IM functionality allowing QD users to IM each other.
      
  14. Preferred Contact Method added to Face Sheet
      
  15. New, Multi-Page Tiff Viewer available for Scanned Images. (Older version had trouble with very large scans)
      
      
• QuicDoc Notes
  1. NEW - embedded PDF Fillable Form which can be used for notes and replaces QuicForms forms.
     
  2. New, more comprehensive Medical Decision Making form for E/M documentation.
     
  3. E/M Coding Suggestions - Based on entries in E/M documentation sections
     
  4. Referral information (Source, Type, Reason) now prints on any note type you choose. Referral information only printed on the Intake Note when the Identifying Information section was used. You can now select "Include Referral Information" for any note type, under Setup...Documentation Setup.
     
  5. Session Timer added to Note screen. New custom alarm sounds are available for then timer on main and note screens.
     
  6. Auto-Replace function in note text fields allows you to enter abbreviations that are replaced automatically with full text (e.g. "iow" when entered becomes "in other words" or "pt" becomes "patient".
     
  7. Ability to set Font name and size for note print outs.
     
  8. Added Note Review to Notes where supervisors/professors can add review notes for author of note.
     
  9. Customizable Pick list for Patient Signature messages that can be attached to signatures (e.g. "I have participated in and understand the treatment plan...")
     
  10. Narrative field with unlimited character length, added to HPI section.
      
  11. You can now indicate No Previous Treatment or Medications in Treatment History
  
  
• Group Notes
  1. Enhancement to Group Notes with ability to customize the group note format or template
     
  2. Added Location field to Group Note
     
  
  
• Scheduler
  1. New look with Calendar and new buttons to navigate to different dates
     
  2. Ability to set repeating Group Appointments
     
  3. Ability to color code appointment slots by type
     
  4. Holidays - ability to add repeating holiday that applies to all, and it shows in the top bar of day and week view
     
  5. In Day View, added cell phone, email, Contact Method Preference to appointment details when appointment selected
     

• Fixes
  1. When sending a Missed Appointment to PDF, the patient name is displaying the account number. This did not occur when printing the note.
     
  2. When using note generation options, all the subsections are populated to the checked-list box twice. If all are checked, this causes the subsections to be printed twice.
     
  3. When printing a note using Arial 10, the "Service" and "Patient" lines in the session information are not tabbed correctly and do not align correctly with the rest of the fields.
     
  4. Problem generating an Incidental Note from a Message. When selecting a patient to attach to the message, the name was not found in some cases, or was causing an error when searching for the patient.
     
  5. When sending a charge from a note to Office Therapy, the Start Time for the service is not being passed.
     
  6. Leisure/Interests not appearing in Treatment Plan print-out.
     
  7. Signature line for non-provider (e.g. Patient) not displaying on print-out when pending.
     
  8. Error 380 and program crashes when resizing Problems-Goals screen in note too small.
     
  9. Print button at top of screen when in e-Prescribing interface prints out a blank page. This button is obsolete and is now disabled. To print a prescription you need to use the Print button on the prescribing page.
     
  10. When the "Use Office Therapy for appointments in Reminders and Next Appointment" option is enabled, the Next Appointment feature does not send the appointment to the OT calendar.
      
  11. When creating an appointment in the setting the status to Patient Cancelled and creating a session note from the scheduler, it shows as Therapist Cancelled in the main note view.
      
  12. Search patient list by phone number does not work.
      
  13. Field length for Frequency in Master Medication List table too small resulting in error when text was larger than 20 characters.
      
  14. When "Sending a Charge" to Office Therapy, the diagnosis pointer was not being sent resulting in an issue power charging.
      
  15. Fixed Ctrl-F to search and searching within a grid.
      
  16. When in a Note, if using the "Charge Encounter" button to send the charge to Office Therapy, and under certain conditions, there is an error in Claims Manager when batching claims.
      
  17. When the zip code mask is set to NNNNN, the zip codes print only one digit on the face sheet.
      
  18. When using "Charge Encounter" button to send the charge to the Office therapy ledger, in some cases, there is an error in Office Therapy's Claims Manager impacting the batch of claims.
      
  19. Cell or Mobile phone from QuicDoc now saves to Office Therapy.
      
  20. When exporting records as csv, if there was a carriage return in the address field, it added it in the csv, invalidating it and making it unreadable.
      
  21. When creating Office Therapy appointments from the QuicDoc scheduler, a diagnosis pointer was not being set and the appointment status was being set incorrectly if left empty.
      
  22. When changing patients, if tabs other than patient details was selected, Alerts were not changing
      
  23. When changing note name, if you have frequently used notes in menu or task pane, it does not update the names there
      
  24. You can now use Preferences - Allow creation of new incident or episode of care without having to have an Intake and Discharge Note
      
  25. You can now do Outcomes with another incident of care with a baseline and discharge
      
  26. "Initializing DrFirst" message flashing when opening notes
      
  27. Patient Consent for medication management shows in note even when not selected
      
  28. Setup wizard when initializing QuicDoc allows you to enter a server name, whereas before you had to select it from a list.
      
  29. You cannot add a discontinued medication when doing an Intake Note.
      
  30. Group Note print-out is showing a Co-Leader signature pending when none is listed.
      
  31. Under certain conditions, the Print button in the Reminders screen was disabled, although there were items listed.
      
  32. Error when opening Outcome Measure ASI to score.
      
  33. In certain cases, Null Error generating claims for a new provider exported from QuicDoc to Office Therapy.
      
  34. On legacy Prescription/Medication list, the pharmacy phone and fax overlap making them unreadable
      
  35. If opening a signed incidental note where the provider who signed the note is inactive, the Provider is not displayed on the form.
      
  36. Group Note signatures use Signature Block (if added) for Provider's signature name.
      
  37. Spin buttons on Timer for number of minutes in Notes does not change minutes.
      
  38. Flickering on some systems cause by Auto-Replace function being turned on. You can now set this to Off by unchecking the menu item in a note and the setting will be saved by user.
      
  39. Preview text for Risk Factors showing label 'Significant Findings' even when none checked.
      

QuicDoc® Version 11.5.4(March 22, 2017)

• Enhancements
  1. Reminders for Notes Due now shows reminders for Supervisors who are required to sign off on Group Notes.

• Fixes
  1. When sending Encounters to Office Therapy from a Note and reading in a standard charge or charge used before, in some cases the Allowed Fee calculation based on Provider Fee minus Fee Reduction was still off by 1 cent or $0.01.

QuicDoc® Version 11.5.3(January 16, 2017)

• Enhancements
1. Group Notes - Supervisor signature is required for Group notes where a) the group leader has a supervisor listed under their User Setup, 2) Require supervisor to sign off is checked under Setup...Preferences...Administrative tab.

• Fixes
  1. When sending Encounters to Office Therapy from a Note and reading in a standard charge or charge used before, in some cases the Allowed Fee calculation based
     on Provider Fee minus Fee Reduction was off by 1 cent or $0.01.

QuicDoc® Version 11.5.2(January 3, 2017)

• Enhancements
1. Email from QuicDoc® and QuicDoc Scheduler in the Cloud version can now use SSL.
2. You can send an encounter or note to Office Therapy for billing (Select Note, right-click and Send to…) only if it is flagged as billable as indicated by “Allow applying to authorizations” under Documentation Setup for that note type. Note: this will not affect the decrementing of authorizations in Office Therapy if the service code is excluded from the list of services covered. Prior to this change you could send any custom note type even if set as a Treatment Plan type or not as reflecting a note that was billable.

• Fixes
  1. When sending encounters from QuicDoc to Office Therapy, Fee Reductions were showing with a minus (-) sign, and in some cases being passed as a positive value.
     
  2. When sending encounters from QuicDoc to Office Therapy, and re-opening, adjustments are displayed with a minus (-) sign or as a negative number and totals are incorrectly displayed. This is a display only issue. Values sent to Office Therapy are correct.
     
  3. When sending encounters from QuicDoc to Office Therapy, certain values were passed as empty values causing a problem generating paper claims.
     
  4. When sending encounters from QuicDoc to Office Therapy, if a payment was added and a payment method was not entered, an error occurred. When a payment is posted, the method is now required.
     
  5. When sending encounters from QuicDoc to Office Therapy, in some cases a diagnosis pointer was not being passed, causing an error producing claims.
     
  6. You can now enter a new ICD-10 Diagnosis without a corresponding ICD9 code.
     
  7. Link in Preferences to setup exchange with Therapist Helper was hidden.
     
  8. Spelling error on opening screen.
     

QuicDoc® Version 11.5.1(February 18, 2016)

• Enhancements
  1. When scanning a document to attach to a patient file, you can now select the scanner source right from the Scan screen rather than have to go to another Source List screen.
  2. The Hide Interface option when scanning is now saved rather than defaulting to True.
  3. Changes in Patient View screen adding more height to patient list.

• Fixes
  1. When using Send To Office Therapy to send an encounter note as an appointment, new diagnosis pointers were not being sent.
  2. When using Send Encounter to Office Therapy from a note, ICD-9 codes were displayed instead of ICD-10 for dates after 10/1/2015.
  3. When Previewing a Note, and using the options to select which sections to show, the list of sections was duplicated. Each note section was showing twice.
  4. On some Windows Surface Pros, when attaching a keyboard, the system errors when sending the note to Preview. You can now select and check Preview Mode - Modal from the File menu, to display the Preview differently. The error does not occur in this mode.
  5. When Printing a Missed Appointment Note from the Missed Appointment Note screen, the label for Account Number was mislabeled Patient.
  6. When typing in Patient List column to search, the focus went to the Search field after typing a couple of characters.

QuicDoc Version 11.5.0(February 5, 2016)

• Enhancements
  1. Added Master Medication List and syncing into Master Med List from e-Prescribing.
  2. Allergy list (derived from e-Prescribing) shows on Master Med List Screen. Allergies show as part of notes when Medications are printed.
  3. Master Med List is displayed and pulls into notes for documentation.
  4. Search ICD-10/DSM names/codes by category (e.g..., Mood disorders, psychotic disorders, etc.).
  5. Cell phone between Office Therapy and QuicDoc now sync.
  6. Diagnosis coding now showing ICD-10 code first. ICD-9 in parentheses is optional.
  7. ICD-10 codes/descriptions added as merge field for templates.
  8. Added field in Medication section for Patient Consent for Medication Management.
  9. Messages Box show Number of messages - refreshes every minute.
  10. Help ...Connect for Remote Support item added.
  11. Ability to insert and customize Physical Exam statements, and to modify review of Systems default items.
  12. QuicDoc now can send secondary and tertiary service lines to Office Therapy as charges.
  13. Enhanced Patient Search feature in Patient View.

• Fixes
  1. Acquiring image from web cam.
  2. New Diagnosis reports not correctly reporting ICD-10 coding.
  3. Issues converting Messages to Incidental Notes.
  4. Patient view saves sizing width of patient list. (Note: Heights of other panes are not saved)
  5. When converting a message to Incidental Note, was not moving to selected patient for whom note had been written. This could occur since a message could be converted to a patient not on the current list. Because of this and other potential errors, while you can still create an incidental note from a message, it does not move to the patient. You can, however see and edit your Incidental Note and sign off on it.
  6. Calculation of sessions for Discharge Note was including the Discharge Note as a session.
  7. Spelling fixes to default Review of Systems items.
  8. Runtime 380 error when resizing Problems-Goals-Objectives screen height too short.
  9. Errors when retrieving Notes Due in Reminders and Report when linked to Office Therapy scheduler when Office Therapy database name has space (e.g. Office Therapy instead of Office Therapy).
  10. Secondary and tertiary service lines not being sent to Office Therapy from encounter note.
  11. Issue deleting ICD-10 codes where there are multiple associated ICD-9 codes.
  12. Leisure/Hobbies section not printing with Risks/Strengths.
  13. Wiley Progress Note - Progress toward objectives was not saving correctly.

QuicDoc Version 11.0.4(August 6, 2015)

• Enhancements
  1. Demographics Report - ability to filter by provider for users with access to all providers, and filter by Date of Admission
  2. Wiley Treatment Plan - added ability to add items on the fly for definitions, goals, objectives, and interventions
  3. Wiley Treatment Plan - added column to objectives for Progress/Status
  4. Patient List enhancements - Can search in the list by clicking a column and typing for Name or Account. Can dbl-clk on the hot note icon column to bring up Hot Notes.
     Note: The Search Patient by name has been removed.
  5. Added ability to set Font Name and Size for print out of chart. See Setup ...Preferences, Admin tab.
  6. The Provider name and title is saved at the time of the note so that is the name or title changes, the earlier name/title shows as of note date.
  7. The Diagnosis History for a patient (Select patient, right-click and select History ...Diagnosis) now shows legacy diagnoses (DSM-IV-R) and new diagnoses DSM-5/ICD-9/ICD-10.
  8. Added Diagnosis Legacy reports back in (Diagnosis Reports were replaced and use the new DSM5/ICD9/ICD10 coding. Reports for DSM-IV-R had been removed)

• Fixes
  1. When opening an Incidental Note that has not been signed, and modifying it, if you Sign, the changes are not saved and the note shows with an invalid signature.
  2. Auto Update in Preferences moved to Admin tab only
  3. Fixed small font issue when refreshing after return form E-Rx
  4. Error saving Wiley Problem Definitions when too long
  5. Error saving Treatment Plan when provider name too long.
  6. Unable to see Clear button on Date Picker for Interventions for Wiley Treatment Plans due to low screen resolution and bottom being cut-off. You can use DEL or ESC key to clear.
  7. Error when entering multiple Outcome Measures for same patient. The name assigned to the next measure was the first measure used.
  8. Send To Office Therapy® menu option is now visible for Group Notes
  9. Error generating Notes Due list is Reminders
  10. Fixed issue where you could enter a user form name that conflicted with internal QuicDoc form name (e.g. Session Content)
  11. Sizing issue on labels on Discharge Note screen when font size is 11
  12. Users with No Access or Read Only Access for Documentation/Notes could create a note from the TaskPane
  13. When assigning a delegate, the delegate can now create a note and select the provider for whom the note is being done.
  14. When in e-Prescribing, when a secondary web window opens, the horizontal and vertical scroll bars were being cut off. When clicking Close on the screen, the window did not close.
  15. Unable to acquire an image of patient when adding a new patient (You could acquire an image after a patient was added and saved).
  16. On lower resolution screens, sections of the Developmental History could not be seen
  17. On lower resolution screens, sections of the new screen for Sending a Charge to Office Therapy could not be seen
  18. Issue saving User Forms using text boxes with unlimited text
  19. Checkbox to disable/enable sounds under Setup ...Preferences is missing

QuicDoc Version 11.0.3(April 13, 2015)

• Enhancements
  1. Dates Identified for Problems under Wiley Treatment Plan can now be edited.
  2. Wiley Treatment Plans - When selecting Problems from Problem Groups, program will recall last Problem Group you were on.
  3. You can now associate a User Defined Note Type with a style - Note or Treatment Plan. You can create a new Note Type for Treatment Plans and it will show under the Treatment Plans tab.
  4. Reminders enhancements for users with SA rights. Users with SA rights can now filter on their own appointments, treatment plans due, authorizations, unsigned notes and notes due, or view other provider's appointments, treatment plans due, authorizations, unsigned notes and notes due.

• Fixes
  1. Office Therapy View in Scheduler - When you added an appointment for a provider, the wrong patients are listed for the selected provider.
  2. Carry-Over for Wiley Treatment Plans not working correctly.
  3. Carry-Over from Wiley Treatment Plan to Wiley Progress Note section not working correctly.
  4. Issues with adding Group Members to a Group Note 'on the fly'.
  5. Issue persisting preference for Showing Inactive/Active Group Members on List.
  6. Treatment Goals and Symptoms/Impairments screen allowed for duplicate items causing an error. This occurred when adding two different items (e.g. goals) and then editing one, renaming it the same as the other item.
  7. Merging error when trying to merge Group Notes from one patient to another.
  8. After Editing Group Membership or other properties, the Group modified stays selected.

QuicDoc Version 11.0.2(April 10, 2015)

• Enhancements
  1. Wiley Treatment Plans 'carry over' from the last plan.
  2. Wiley Progress Note pulls in Objectives for associated problems from the last treatment plan. In the previous version, the progress note pulled in problems from the last treatment plan and you could identify the ones you addressed in the encounter, and then add interventions and objectives. Now for each problem you mark as addressed, you can pull in objectives from the treatment plan. (click on carry over button) and then enter the objectives status.

• Fixes
  1. Error opening application on some systems due to missing file - sresz30.ocx.

QuicDoc Version 11.0.1 (March 24, 2015)

• Enhancements
  1. Diagnosis reports now query on new DSM/ICD coding.

• Fixes
  1. Error opening QuicForms due to missing file.
  2. Print out not showing when Risks are marked as Not Evident.
  3. Continued issues with tiny font size on Patient list when returning from e-Prescribing.
  4. Issue when trying to add Group Member 'on the fly' to a group note. You could add a patient who was not in the group, but could not add a group member who had not been included in the group note when created or if they were added to the group and then you attempted to add them to the note 'on the fly'.

QuicDoc Version 11.0.0 (March 13, 2015)

• Enhancements
  1. Wiley Treatment Planner content added to QuicDoc for Treatment Plans and Progress notes.
  2. Signature ability added for Incidental, Missed Appointment, and Group Notes.
  3. Signature functionality enhanced to allow for touch devices (e.g. android, iPad, Windows RT). Note: The ability to use android and iPad is limited to Cloud users. Touch device for signing on Windows RT or Windows Tablet PCs is available for both Cloud and client-server users. This also allows the use of a mouse for signatures. This is available for notes and document templates.
  4. Disclosure Log for All Patients only accessible by admin or user with admin rights. Menu item added to the Patients menu to show the Disclosure log for a selected patient.
  5. Scheduler - Changed labels for To Dos to 'Tasks'.
  6. When logged on as a user with admin rights, the Notes Due in Reminders is now sorted by date and then provider.
  7. When merging patients, in the case of duplicate patients, the merge process will now merge Group Notes, Patient Alerts, and Allergy Information.
  8. When deleting a patient or note, in addition to a warning prompt, you now have to type DELETE to confirm the action.
  9. Enhanced the QuicDoc Reporter to allow advanced reporting.
  10. Added option for Gender so you can now enter Male, Female, or Other, and then specify Other.
  11. Added setting in Scheduler for # of columns to show in the All Provider view.
  12. Added ability to globally add Risk Factor category.
  13. Added ability to customize drop-down list for education, military, and employment.
  14. Carry over from last note gives option of which note to pull from and allows you to select one to be used going forward.
  15. Automated Account Numbers can be assigned to new patients. You can create an account number based on a numeric seed (e.g. starting with 1000) and use combination of number seed with date of birth (e.g. 08011945), first letter of first name, first letter of last name. So, for example using first name, last name and seed, John Doe would be assigned an account of JD1000, Jane Doe would then be JD1002, and so on. (See Setup ...Preferences)
  16. Added ability to save a company logo or graphic to appear on header of Notes. Logo can be bmp, or jpg format. (See Setup ...Preferences)
  17. Info button on Diagnoses, Labs, and Medications goes to MedLine Plus for Patient Education materials.
  18. Preference for whether to Print out ICD Name and DSM Name if different. (see Setup ...Preferences)
  19. Allow a new Intake without having to do a Discharge Note for earlier incident. (see Setup ...Preferences)
  20. Added ability to add custom toolbar icons to launch other applications.
  21. You can now send a charge to Office Therapy from your encounter note. See Setup ...Preferences under Links tab to set preference to allow QuicDoc users to post charges in Office Therapy.
  22. Added ability to add/edit/delete specifiers from Clinical data lists - DSM-5 Specifiers.
  23. Added ability to set Diagnosis Favorites from DSM\ICD screen. Add a diagnosis and click Favorite icon to add to list. When going to pick list of diagnoses you can use the Favorites list.
  24. Group Notes - ability to sign for leader, co-leader (if one specified) and supervisor (if one assigned to Leader). The settings in Preferences for Supervisor to sign must be selected.
  25. Phrases - you can drag-drop to any multi-line text field.
  26. Alerts entered for patient and categorized as Appointment or Check-In will now pop-up when adding an appointment and checking a patient in, respectively.
  27. Preference added in Setup…Preferences to update\not update when patient active status in Office Therapy is changed in QuicDoc.
  28. Scheduler - Office Therapy View - You can right-click on list of providers and check all.
  29. Scheduler - Preference to Hide Office Therapy Ledger will now hide Client Balance in Office Therapy View when a client is selected.
  30. Preference added to set Authorization thresholds (Days and Units Remaining) to trigger alert in Reminders.
  31. Preference added to turn off carry over functionality, or to only carry over by provider or program.
  32. When scheduling an appointment from the Patient View (Patients ...Schedule Appointment) the list of providers includes only Active providers and providers where access is not set to "Exclude from scheduler."
  33. When creating a note from Scheduler, the Location and Program for a patient is added to the Note properties.
  34. You can now set which tab to be the opening tab on Reminders.
  35. When exiting ePrescription and returning to patient list, the last patient selected will remain selected.
  36. Patient Photo now displays on opening screen - Patient View - when patient is selected.
  37. Default font size for RTF Editor control in user forms changed to font size of 10.
  38. Note Audit Report and Notes Due Reminders can be based on the Office Therapy Calendar. Appointments marked as seen will now show as needing a note if a note does not exist for that appointment. See Setup…Preferences, the Links tab. Set Use Office Therapy Calendar for Notes Due in Reminders to True.
  
  
• Fixes
  
  1. E-Rx - now parses the address line because carriage return in address line causing error when sending a prescription to DrFirst.
  2. When going from e-Prescriping screen to Patient View, the Patient List was changing size in unpredictable ways (at times displaying with a tiny font size and at other times with a huge font size).
  3. URL's to docutracinc.com updated.
  4. Reminder screen refreshes if user switched.
  5. Progress toward goal not printing unless a percentage toward progress was entered.
  6. When adding a new code, the user needs to type a description. If the user uses copy/paste to paste the CPT description and it includes a semi colon, any text after the semi-colon is listed in the Length column, and refuses to be deleted.
  7. Updating active status in Office Therapy when right-click on patient and selecting set inactive where preference is not to update.
  8. Not loading patient list if >32000 patients.
  9. Inactive providers were being displayed in drop-down for Interventions under Problems-Goals/Objectives-Interventions.
  10. Scheduler Fixes - The following changes were made to prevent associating the wrong patient with an appointment and a note generated from the Scheduler. a) When creating a patient appointment you can only select from the list or type a name on the list. You cannot enter a name not on the list or add any other text to the name field. b) There is now a restriction on typing in an appointment slot so that you are not able to change a name. You can still type in a slot for an event or availability.
  11. QuicDoc Notes - Goals section - When entering a new goal, if you type a carriage return, it will cause an error writing back to the display and thus the database.
  12. Custom toolbar items now stored locally instead of in the database. When stored in the database, the links were potentially incorrect across workstations.
  13. When adding RTF Editor control to user form, the length of the associated field in the database was incorrectly set to 10 instead of unlimited text.

QuicDoc Version 9.6.0 (9/16/2014)

• Fixes
  1. Users with read only rights to scheduler could not click on appointment in day view to see appointment details.
  2. Intake Note was not showing Date.
  3. Formatting of Patient and Session details not formatting properly when 'Sent to Word Processor'.
  4. New feature, Patient Alerts showed first patient on list in Name label when adding an alert (though
  it correctly associated the alert with the correct patient).
  

QuicDoc Version 9.5.9 (8/27/2014)

• Enhancements
  1. Patient and Session Information in header of a Note print-out has been formatted with improved alignment.
  2. You can now print grid showing Vital Signs and AIMS Results tracking over time.
  3. Added Report showing top 25 diagnoses used with associated ICD-10 code(s).See Reports ...Diagnosis...Modal Diagnoses.
  4. On Note print-out, you have option of printing ICD Name Only, DSM Name only, or both when the DSM-5 Name exists (e.g..... Autistic Disorder vs. Autism Spectrum Disorder). See Setup ...Preferences.
  5. You can now add Patient Alerts to display above their demographic information on the patient list (double click the patient contact info area).
  

• Fixes
  1. Some Group Note labels are truncated with higher Font Sizes
  2. Some labels are truncated on the Disclosure screen for a new disclosure.
  3. Phrase insert for SOAP Note and other "formatted" text fields are placed ate end rather than at insertion point.
  4. Some elements of Physical Exam and Vital Signs show heading label on print-out even when there is no text (e.g. Sleep, Tobacco).
  5. Progress Note heading label "Themes Discussed" label is displayed on print-out even when there is no text.
  6. User with SA access rights does not have access to e-prescribing.
  7. Under Scheduler Preferences, E-Mail Reminder text is not being saved when changed.
  8. Additional Note Preferences (Documentation ...Setup) and Additional Note Options and not being saved when changed.
  9. SA is able to create a new note. (Note: SA should not be able to create or edit a note. Only a system user should be able to create notes.)
  10. Reminders not showing Notes requiring logged on user signature when user is not author of note and not the author's supervisor.
  11. Default Note or Report Header not being printed is note associated with a location and there is no header associated with that location.
  12. When typing a patient name in search box for a new appointment, under some conditions, a patient name will be selected after one letter has been entered.
  13. User with SA rights could not see tasks in their reminders.
  

QuicDoc Version 9.5.8 (7/30/2014)

• Enhancements
  1. Most settings, previously in Configuration files in All Users folder, are now in the database. Whereas previously, settings were PC dependent, they are now globally stored and do not have to be configured for each PC. The following settings are now user-specific, rather than machine specific:
  -Display notes for current incident only versus all incidents
  -Display all tasks versus only incomplete tasks
  -Display Reminders at startup
  -Allow resizing of screens
  -Ability to change Fonts and sizes on screens
  -Appointment Alerts
  -Number of Columns in Scheduler Week View (e.g. weekdays only or full week)
  -Display of time in Scheduler as Standard Time or Military Time
  -Default time unit intervals on calendar (i.e.10, 15, 30 minutes)
  -Start-End times for calendar
  -Hide completed Tasks in Scheduler
  The following preferences are now global and not machine based:
  -Default Word Processor (i.e., QuicWord or MS Word)
  -Ability to export notes to word processor
  -Treatment Plan reminder - number of days due
  -Number of days to retain messages
  -Allow new incident of care to be created without an intake and discharge note from previous incident
  -Check for Updates and Auto Update of version
  -All other setting under Setup ...Preferences on SA tabs
2. You can now attach or acquire a photo of a patient in the patient setup. The former allows you to
attach an existing image file. The acquire option allows you to acquire a photo using a Twain/WIA compatible web cam.
3. Larger font sizes for most screens in QuicDoc and QuicDoc's Scheduler. In many cases you can resize
a screen to increase font sizes or use Ctrl+/Ctrl-. On other screens, you can set a global preference for the font type (you can choose between 3 fonts) and increase the font size from the default of 8 to 9, 10, or 11.
4. New preference under Setup ...Preferences Admin tab to allow creation of new incident of care without necessarily having an Intake or Discharge Note.
5. Users with SA rights and the SA can now access their CEUs for tracking. When logged on, go to Users...CEUs for.

• Fixes
  1. Reminders screen did not launch if closed and you switch to another user.
  2. Sender of While You Were Out Message could not see the message text.
  3. Symptoms and Goals could not be added for V Code diagnoses.
  4. Error creating an Incidental Note from a While Out message.
  5. When creating a note from the Scheduler, the user did not have the same note type listing as they did from QuicDoc.
  6. If user tried to attach a file to a folder he/she did not have permissions, an entry was added to the database, but the file was not copied to the folder. Now, if the user does not have permissions he/she is warned.
  7. Required fields for Patient Setup were not all marked. Required fields are now highlighted with yellow back color.
  

QuicDoc Version 9.5.7 (6/9/2014)

• Enhancements
  1. Added interface to Add/Modify Diagnoses for new DSM/ICD.
  2. Patient address at the time of a note is now saved with the note so that if the address changes, the old address is still associated and prints with the note.
  3. Office Therapy view in Scheduler now has a week view in addition to the Day view.
  4. Group Note print-out or preview now shows CPT or Service Code.
  5. Only the logged on user can create a note from their schedule view.
  6. Tightened up access to notes (ability to view) from Scheduler. Can open a note if you are primary provider for patient, have access to patient and are allowed access to notes.
  

• Fixes
  1. Diagnosis status of 'Provisional' not saved on new DSM/ICD Diagnosis form.
  2. Buttons and links not displaying or not in viewable area for some screens on low resolution monitors and with increased font size.
  3. Unable to add symptoms and treatment goals for some diagnoses for new DSM/ICD diagnoses. See Setup...ICD Listing ...Modify ICD Symptoms/Goals.
  4. QuicDoc will run when the database version is not in sync (newer or an earlier version). This can cause errors.
  5. In Content/Process screen for a progress note, the last 4 options under Themes (Family Issues, Relationship Issues, School and Work) do not print when selected, if no other themes have been selected.
  6. While Out message does not display when regional settings are set for non-US Date Format (i.e. dd/mm/yyyy).
  7. Under Developmental History section, 'Witness To Abuse' is listed twice. The second instance should be 'Perpetrator'.
  8. In 'Physical Exam' section, if smoking status is set to Former Smoker, it shows as Never Smoked when printed.
  9. Error when saving more than 3 Report Headers.
  10. When logged on as a user with SA rights, the Unsigned Notes reminders does not display.
  11. Problem saving report header as default under the Generate Note Options when printing a note.
  12. Under Past Family and Social History, Medications and Allergies are reversed in the printout or preview (i.e. Medications print under Allergies and vice versa.
  13. Under Family/Social section of Family Constellation, the Mother's name is listed twice. The second instance should be Father's Name.
  14. Recurring Events were not showing n the QuicDoc - Office Therapy Calendar view.
  15. If user assigned SA rights, not seeing Notes needing signature and other notes needing signature on Reminders.
  

QuicDoc Version 9.5.6 (4/1/2014)

• Enhancements
  1. Added ability to add diagnoses and add/modify associated DSM descriptions
  2. Added ability to modify symptoms and treatment goals associated with new DSM/ICD diagnoses
  3. Added ability to associate patient name, address and phone with encounter so if re-printed after a change in one of those items after the
  encounter, it will still show the name, address, etc. as it was at the time of the encounter. To change data associated with the encounter,
  see File...Patient Data in the Note.
  

• Fixes
  1. Tobacco Use - Former smoker shows as Former, Never Smoked on print-out
  2. Error 380 trying to save Report Header
  3. Reminders - unsigned notes not showing for user with SA rights. In reminders, all SA functionality will now work for user with SA rights
  4. Family History - screen label fro Father's Name shows as "Mother's Name"
  5. Symptoms and Treatment Goals associated with new DSM/ICD Diagnoses do not show.
  6. In note preview, Medications and Allergies for Past Family and Social History are reversed.
  7. Not saving Report header as default from the Preview screen.
  

QuicDoc Version 9.5.5 (3/10/2014)

• Enhancements
  1. Added Custom Toolbar Buttons allowing you to add toolbar buttons to launch other applications from QuicDoc. Global setting for SA.
  2. Added Preference to Show Only Active Meds in Note Preview. Go to any note, select File...Generate Note. Under Options at botton, right, select Print Active Meds Only or as SA, under Setup..Documentation Setup, click on Additional Note Preferences
  3. Added new DSM/ICD Screen to add new DSM/ICD9 Diagnoses and ICD-10 Diagnoses. This screen allows for up to 12 Diagnoses, searchable by DSM/ICD9 code or ICD10 Code. All DSM/ICD9/ICD10 codes are included, specifiers can be added and remembered, and diagnoses can be designated as Active, Inactive, Principal, Provisional, Rule Out, By History.
  4. Notes Interface - General facelift for all forms for more consistency
  5. Ability to build categories of phrases to be used to insert into multiline textboxes
  6. User Form Control Multiselect Lists (Group Checkboxes) now allow adding items on the fly
  6. When previewing notes, you can link Location with Header on Printout
  7. Print All Notes Function
  8. Added Week View for Office Therapy Appointments in QuicDoc Scheduler
  

• Fixes
  1. Data Exchange function to export is now only available to the SA user. This includes ability to Import/Export
  Patient, Insurance, Referrals, Providers lists from/to delimited files.
  2. URLs fixed for location of Release Notes and Updates, QD on the Web
  3. Unable to see Next, Finish buttons on Setup Wizard of QuicDoc
  4. When going from Admin Access levels to e-Prescribe and back to Admin, the options other than None are not visible
  5. Error when trying to print labels for All patients.
  6. Adjusted positioning and appearance of textboxes, labels, and links for Applying Authorizations on Session Information screen
  7. Added Group Appointments to Notes Due List (based on appointment being marked as Kept with no Note) in Reminders
  8. In OT View, when selecting Event, the Event does not show in the Details pane on the right
  9. In OT View, users can only see patient names for patients where they are the primary provider or assigned access as determined in QD
  10. Applying and Unaplying Authorizations from Note sometimes did not save - Issue 623
  11. Group Notes not showing in Notes Due when Group appt marked as kept
  12. Not saving Race Religion etc when first saving New Patient
  13. Data Exchange only accessible to SA Now
  14. Not able to sort by Patient Account on main screen

QuicDoc Version 9.5.3 (9/30/2013)

• Fixes
  1. "Write to pad" button not working with NY State prescriptions (Blank Form)
  2. Sort patient list by name or acount not working after V9.5 update
  3. Sessions remaining on Authorizations screen not persisting when applying sessions or unapplying sessions
  4. When Adding New Patient from Scheduler, the new patient does not appear on list unless you exit Scheduler and go back in

QuicDoc Version 9.5.0 – 9.5.2 (8/5/2013 – 8/7/2013) Cumulative

• Enhancements and Changes
  1. QuicDoc now interfaces with DrFirst(tm) for e-Prescribing. DrFirst offers a simple, easy to use interface for e-prescribing non-scheduled and scheduled (where available) drugs, handling refills and renewals, showing drug interaction and formulary alerts, and accessing medication information for patients.
  2. QuicDoc/Office Therapy Messenger - For Office Therapy users, now communicate between your Office Therapy users and QuicDoc providers using the newly updated messaging system.
  3. Categorize attachments and scanned images. You can now associate attachments, document templates and scanned images with a file type (e.g. medical, legal, etc.) and a description which appears in the documents listing.
  4. Updated links to NIMH Educational Sheets.
  5. Quick access to Drug Information and Lab Test Information from MedLinePlus and LabTestsOnlIne.org respectively, directly from the medication and lab test screens.
  6. Additional field for Preferred Contact Method under Patient Setup.
  7. Inclusion of AIMS results in note print-out and ability to track AIMS results over time (see Patients...History...AIMS Results).
  8. Drag and Drop prescriptions to prescription pad. Now you can drag and drop prescriptions to any quadrant of the pad.
  9. Added User Preference to Show Only Active Medications only when printing a note (contact DocuTrac Support for assistance in activating).
  10. Allows saving of alphanumeric CPT codes.
      
      

• Issues Addressed
  1. Very large scanned images not printing. In some cases, the system was not able to print scans which were very large. You can now open and print scanned images in QuicDoc using an associated image application that handles multi-page tif images. This provides a fix to the printing issue and provides enhanced functionality viewing and printing the image. While there are a number of applications available, one free application we can recommend is XNView (see http://www.xnview.com/en/index.php). Contact DocuTrac Support for help in setting this up if you are having difficulty printing large scanned images.
  2. In some cases, the auto-update feature introduced in 9.07 was causing a problem when starting QuicDoc. You can now turn the Auto Update off under Setup...Preferences.
  3. Fixed the function to Send an encounter to Office Therapy. Some users reported getting a message that there was already an appointment/charge when there was not. This occurred if there was a payment for that date.
  4. Error saving signatures where provider name too long.
  5. Error adding appointment in scheduler where the CPT was associated with a duration.
  6. Error clicking button to go to Scan form – caused by the Scanner print object causing an error on 64 bit Win7 machines.
  7. Error unapplying sessions to an authorization – count not reflected accurately.
  8. Error applying a group note to an authorization – not being applied.
  9. Font size in SOAP note defaults to 10 – this was changed back to 11.
  10. Change to scheduler in 9.50 added extra clicks to workflow – this has been reverted back to earlier version functionality.
  11. Error applying session to an authorization while in a note – not adding the CPT code and also corrected spelling error in messagebox.
  12. Patient list in Patient View not sorting on Name or Account.

QuicDoc Version 9.0.7 (2/11/2013)

• Enhancements
  1. New and enhanced screens/forms for E/M Code Documentation including History of Present Illness (HPI); Past, Family and Social History; ICD-9/DSM-IV (Axis IV and V), Medical Decision Making, Mini Mental State Exam. Modifications to Physical Exam to include sleep, appetite, weight change, tobacco use, alcohol/substance use.
  2. Added NEW Outcome Measures - Patient Health Questionnaite-9 (PHQ-9) and Generalized Anxiety Disorder (GAD-7).
  3. Added ability to customize New Note menu to list only the notes you use. Thus, when you select New Note from the Documentation menu, you can set it to show only the notes you use.
  4. Added ability on Session Note/demographic screen to indicate Type of Visit (e.g. New Patient, estrablished Patient, etc.)
  5. Added Other category when entering parent, guardian, other.
  6. Added Quick Entry ability for CPT or Service Codes, ICD-9 Diagnosis, and DSM-IV Diagnosis. Instead of selecting from list, you can now enter the code and QuicDoc will get the matching description. You can still use the pick-list, but entry is speeded up if you know the code.

• Issues Addressed
  1. Fixed signature issue where Provider's name is longer than 30 characters
  2. Search for Diagnosis from pick-list fixed. The search was case-sensitive and did not search within the string
  3. SOAP Note and current and past Content Narrative rich text editor now has right-click for clipboard functions (cut, copy, paste)

QuicDoc Version 9.0.6 (12/27/2012)

• Enhancements
  1. Added ability to select up to three Services (CPTs) to "Send to Office Therapy" to account for add-on codes
  2. Session demographic form now allows for multiple CPT codes, including add-on codes for 2013; Codes available from the list are displayed based on date of service (e.g. if a 90806 is selected for a DOS on or after 1/1/2013, there is a warning
  3. SOAP notes can now be used in plain text or rich text mode for users preferring the old style non-formatted text
  4. QuicDoc can be set for constant monitoring of database connection with an auto reconnect in situations where the connection is being dropped. ( Contact DTI Tech Support if you need this enabled)
• Issues Addressed
  1. All forms where password is entered are now consistent to allow for the same characters (letters, numbers, special characters)
  2. Previous Note Content section now has pop-up on right-click for copy/paste functions
  3. Field fixes for User-Defined forms. When opening a user form, you would receive an error due to missing fields in the database.
  4. NIMH Psychiatric Diagnoses content was not enabled for some instances. Several links that have changed on the NIMH site were corrected.
  5. ASI Measure error has been corrected.
  6. Corrected alignment and formating issues on Preview Note when patient does not have home a phone listed.

QuicDoc Version 9.0.5

• Enhancements
  1. QuicForms – list of downloadable forms can be sorted by Date Added or by form name
  2. QuicDoc Scheduler – Office Therapy view - selected therapists are saved when closed and the same list is active when re-opened
  3. Medication List and Prescription Pad Enhancements - a) Medication End Date field added b) Separated Active and Inactive/Discontinued Medications on different color coded lists to better distinguish c) SIG line enlarged and increased text length d) Ability to choose quadrant to print prescription on pad; can drag-and-drop prescription onto pad e) Ability to enter text OR numeric values for Quantity and Refills (e.g. 30 or thirty); click of a button will convert number (0-999) to text f) Removed New York State Prescription Form (obsolete)
  4. Pop-up Alarm from main screen for Appointment reminders with ability to snooze. User can pre-set pre-alert time (e.g. 10 minutes before) and the snooze time (e.g. 5 minutes, 10 minutes) <<>>>
  5. Reminders – now shows Unsigned Notes. User can set a start date for showing unsigned notes and can launch the note from Reminders to review and sign.
  6. Reminders – now shows Notes Due based on Seen, Missed, Cancelled Appointments in either the QuicDoc or Office Therapy Scheduler (user-defined – See Preferences – Links tab).
  7. Added preference to show 7 day or 5 day week in Scheduler week view (See File..Preferences in Scheduler)
  8. BMI field and calculator added to Medical note section
  9. Body Surface Area (BSA) field and calculation added to Medical and Physical exam sections of notes – using Mosteller formula
  10. Added link to MedLine Plus for free on-line medication lookup of selected medication on patient medication list
  11. Added link to LabTestsOnline.org for free on-line lookup of selected lab tests
  12. Ability to unlink QuicDoc and Office Therapy Providers
  13. Additional Phone Number options (e.g. Cell) for Emergency Contact and Parents
  14. Additional Patient Information (e.g. race, religion, military, etc.) and user-defined fields are now on the same form
  15. Patient setup fields consolidated and now clearly shows required fields outlined in red
  16. Links tab for Office Therapy settings now only accessible to System Admin.
  17. Content section of Progress Note now allows for formatted text in narrative area (i.e., font changes to type and size, bold, underline, font color, etc.)
  18. Content section of Progress Note allows for customized list of themes addressed in the session.
  19. SOAP Note now allows for formatted text like Content section
  20. Added Signature Pad functionality for QuicDoc Templates (for Consents, Releases, etc)
  21. Added Signature Pad functionality for QuicDoc Notes and Treatment Plans with ability to capture provider and non-provider signatures using Topaz Signature pads
  22. Added field under Provider setup for Signature Name display ( i.e. how you want your name to appear on notes under the signature line)
  23. Notes show Patient Name in bold font type. Patient information and session information consolidated into 2 columns where it fits to save space, and page header with Patient Name now shows on Page 1 as well as other pages.
  24. Attachments (document attachments and scans) now show on Documents tab and can be opened from here as well.
  25. Session Location now “carried over” from last note where a location was entered.
  26. Added ability to set Appointment Status (Missed, Seen, etc) in Office Therapy view of QuicDoc Scheduler.
  27. While in note, if the database times out or disconnects, there is a prompt to reconnect before changing screens to avoid loss of data entered but not saved
  28. You cannot open the same note more than once. Previously, you could open multiple instances of the same note. If you attempt to open a note that is open and minimized, it will not simply activate the open instance.
  29. Added the ability to create a default value for a user-defined fields (text or drop-down) when creating a user form. So, for example, if you have a field labeled Mood, you could use a default value of ‘Normal’ that was automatically entered when you first enter a user form.
  30. Diagnosis and Medication Reports now have a filter for Active vs. Inactive patients.
  31. Added ICD-9 form for use in a note in place of DSM-IV
  32. Lookup for DSM Diagnosis now searches within the items instead of just matching on the beginning of the description (e.g. If searching for Depress, it would not find Major Depression since Depress was not at the beginning.)
  33. New 2013 CPT Codes added
• Issues Addressed
  1. Medication section list – at times when opening the medications form the font size of the list was too small or large
  2. Prescription Pad from main screen has ability to send NPI to Prescription but does not when loaded from a note
  3. Patient name missing from Missed Appointment note print-out when launched from Scheduler
  4. Setting for Print Template options on Prescription Pad not accessible unless System Admin User ID was Admin. This option can only be set by the System Admin regardless of the user id.
  5. Patient details list does not refresh or clear if switching from Active Patient list to Inactive List where there are no inactive patients.
  6. Ability to use special characters, as well as alphanumeric characters for passwords consistent across program.
  7. Addiction Severity Index measure errors when selecting it to score
  8. Patients…Modify Active Status – the query to get patients with no activity since the specified date has been corrected and enhanced to include Group Notes
  9. Link to and integration with Lexi-Comp Drug Reference removed. DocuTrac no longer sells or supports integration with Lexi-Comp Drug Reference.
  10. Removed menu item for link to Interactive Remote Support – DocuTrac offers Remote Support for Customers current on annual maintenance initiated during a support call
  11. QuicDoc Pro no longer has a Tutorial Database. You can enter fake patients to test with and delete them from the system if trying the product.

QuicDoc Version 9.0.4

• Enhancements
  1. NEW - iCalendar export of appointments in QuicDoc Scheduler for import into popular applications such as Outlook and Google Calendar
  2. NEW - Patient Messages can now be documented as Incidental Notes
  3. Improved setup
  4. User Forms - Added feature to allow for Rich Text Formatting (bold, italics, etc) of text in User Forms
  5. QuicDoc Scheduler - User can now Toggle the Task Pane on or off providing more room for calendar
  6. QuicDoc Scheduler - Site Bar View has improved visual clues indicating the use of either the current QuicDoc or Office Therapy Calendar
  7. Help - Integrated Updated Help Files
  8. Office Therapy Import - Added the ability to un-match a Provider in QuicDoc from Office Therapy
  9. Office Therapy Import - Added additional filters to select patients by Office Therapy status
  10. Provider Info - Added Federal Tax ID# and will populate it from Office Therapy if it exists
  11. Notes - The Location field for notes now acts like the Location field in the Scheduler's appointment window
      
• Issues Addressed
  1. QuicDoc Scheduler - Busy Search Action Errors Out
  2. Provider Setup - Cannot add supervisor for user if supervisor User ID is greater than 5 characters
  3. Data Exchange menu choice under "File" disappears after a task pane change
  4. Incidental Notes - Users with Read Only access cannot scroll down to view a large Note
  5. Scanning Attachment File I/O Error Message
  6. Group Notes - Patient Active Indicator not displaying consistently
  7. Prescriptions - City, State, and Zip not printing on prescriptions
  8. "QuicForms in Trial" warning message removed when QuicForms is called from inside QuicDoc
  9. Doc templates - merge firled not pulling in principal Diagnosis code
  10. Attachment location not opening correctly
  11. QuicDoc Scheduler - Display issues on New Appointment window
  12. QuicDoc Scheduler - Scheduling conflicts
  13. Help - Patient Summary graph cannot be found in the program
  14. Cannot edit User Form after creation
  15. QuicDoc Backup Shortcut in QuicDoc9 has been removed from the installer
  16. Notes - Progress Notes Run-time error
  17. Group Notes - Print Issue
  18. Notes - Outcome Measures not scoring correctly
  19. Group Notes - Active check boxes on group members not saving
  20. Patient - Additional Client Details, Pick list deletion functionality did not work
  21. User Forms - When adding custom section into Note, the time field always defaults to AM when filled in
  22. Group Notes - When creating a new Note with only a member being selected, the new Note does not save

QuicDoc Version 9.0.3

• Issues Addressed
  1. Substance Abuse note section is now saving correctly
  2. Scanned documents will not print and save in their correct resolution
  3. Some check boxes were not staying checked when the windows were closed
  4. Resizing windows after Hot Notes are entered will not generate an error
  5. No longer receiving error messages when open patient demographics if they are linked to insurance or referrals
  6. Calendar icons should not match Office Therapy calendar icons
  7. Appointment Slip report headers are now showing and printing correctly
  8. Errors while printing template document have been resolved
  9. Audit Logging is disabled by default
  10. Check boxes in User Notes are not displaying correctly
  11. The ability to send notes to Office Therapy has been restored
  12. Now able to save the Print Status of Prescription notes

QuicDoc Versions 9.0.1/9.0.2

• Issues Addressed

1. Added checkbox to hide discontinued meds in medications section of notes
2. Fixed error when selecting group notes for individual members
3. Fixed error opening Scheduler and QuicForms under certain situations
4. Fixed error when checking patient tasks as complete or editing patient tasks
5. Added functionality for Courtesy Calls. Setup under Patient Setup, new icons and status labels in scheduler, new report in scheduler
6. Fixed error when updating provider if export to OT enabled
7. Fixed error reading License Information from splash screen and checking for id/password
8. Fixed issue with release of hourglass cursor when returning from attachment window
9. Fixed issue loading providers in prescriptions screen
10. Fixed issue when minimizing note when Interventions/Homework screen active
11. Fixed issue with Authorizations table - authorization number and CPTs allowed
12. Fixed issue with Setup Wizard not finding database name if not case-insensitive
13. Fixed error matching QuicDoc and Office Therapy Providers
14. User ID character limit increased to 20 characters from the 5 character limit in QuicDoc Standard - increased in Setup Wizard and Logon Screen
15. Fixed Setup Wizard - the "Finish" button was being enabled prior to the last displayed screen. Modified so that the button is not be enabled until the last setup screen is displayed.
16. Fixed - Active Authorizations are now displayed after Data Migration from QuicDoc Standard
17. Fixed - Error opening Office Theraoy Schedule in QuicDoc
18. Fixed - Incident of care would not increment even with both the intake and discharged notes present
19. QuicDoc Reports are now all compliant with Version 9 for SQL Server
20. Fixed error when scheduling appointment from Session Informatuion in a note
21. Fixed - drop-down list of providers was not populating when entering a prescription
22. QuicDoc Reporter updated and reports modified to work with SQL Server database
23. Fixed - error with group notes when selecting and saving a program fro the group. Field size was increased consistent with Program name field size.
24. Fixed - New provider not being exported to Office Therapy when added
25. Fixed - "Invalid use of Null" error selecing some patients

QuicDoc 7.59 Update (February 24, 2009)

• Enhanced - NEW - Lexi-Comp Drug Reference trial included!
• Enhanced - CPT allowable code size was expanded from 5 to 20 characters
• Enhanced - All references to  "M. D. Monitor:" have been changed to "Prescriber Monitor:"
• Fixed - Changed references for Date of Group Membership from “current date” to the date of the Note being edited
  
• Fixed - User Forms - Group checkbox - field size limitation was corrected to show 255
• Fixed - Tooltip in Treatment Plan Tracking was corrected
• Fixed - User defined Note Type was not showing CPT code in Note History window
• Fixed - Hot Note window was opening by default when unchecked in settings
• Fixed - Scheduler's  Availability event was defaulting the Start Time to the End Time
• Fixed - Under certain display conditions some icons would displayed incorrectly
  

QuicDoc 7.58 Update (December 15, 2008)

• Fixed – Appointment scheduling issue - under certain conditions patients would not be displayed in the patient combo box when creating an appointment.

QuicDoc 7.57 Update (December 10, 2008)

• Enhanced - NEW - Ability to add a patient to a new Group Note while being written or to an existing Group Note if not signed.
• Enhanced - NEW - Ability for provider to reference most recent homework assignment while documenting homework.
• Enhanced - Carry “Other Phone” and Email fields through to Scheduler Application.
• Enhanced - Added Co-Leader Contact Hours to the “Contact Hours” Report.
• Enhanced - Added patients date of birth to patient list and removed SSN.
• Enhanced - Improved handling of appointment conflicts in scheduler.
• Fixed - Updated OQ-45 and added OQ-45SPANISH Questionnaires.
• Fixed – Initial deployment setup screen sizing corrected.

QuicDoc 7.56 Update (September 10, 2008)

• Enhanced - Re-add the browse functionality for rooms in the new appointment window - and more.
• Enhanced - Allow the notes in the patient record to be filtered by provider [Notes - filtered by provider].
• Enhanced - NEW -Ability to set the starting location of labels on the initial label sheet that prints.
• Enhanced - Add height to History, vital signs from physical exam section.
• Enhanced - Show Full 7 day Work Week in scheduler.
• Enhanced - Increased Patient name size to 20 characters.
• Fixed - Patient search mode not toggling as expected/indicated in .ini and on form.
• Fixed - Entering a user ID in a new database allows for punctuation.
• Fixed - Custom user forms - Section not found in document - during preview.
• Fixed - Details relating to "Witness of Abuse" portion on the Abuse tab in the Developmental History section not printing.
• Fixed - Run time error from Missed appointment.
• Fixed - Print out QD calendar in color.

QuicDoc 7.55 Update (July 14, 2008)

• Enhanced - Improved speed loading patient list for large databases
• Enhanced - More efficient search function for larger patient lists (e.g. over 2000) and where there is extreme slow down when searching. Contact DTI Support if this is required for assistance in turning on this feature.
• Enhanced - Ability to set a static path for export of notes when saving a note to send to a word processor
• Enhanced - Prescription writer saves last prescription type used (e.g. New York State form)
• Enhanced - Added ability to scroll through patient list behind Import screen when importing patients from Office Therapy.
• Enhanced - Medication Plan on Medication section size increased and vertical scroll bar added to textbox
• Fixed - Location drop-down list appears on opening screen of treatment plans.
• Fixed - Tab order of fields on Setup screen is not correct
• Fixed - Office Therapy view menu item in Scheduler not working correctly.
• Fixed - Signature line does not appear on preview or print-out of treatment plans.
• Fixed - Error 52 'Bad Filename or Number' when Attachments path is a UNC (e.g. \\server\docs\) or is invalid

QuicDoc 7.54 Update (June 19, 2008)

• Fixed - NY State prescription forms now allow for advanced date in the prescription writer.
• Fixed - Added ability to show DEA number on NY State prescription forms.
• Fixed - Axis V comments field now allows for correct editing and saving.
• Fixed - Adjusted tab order on group notes attendance screen.
• Fixed – Adjusted note print preview to allow for Hospital Justification and Summary sections
• Modified - Altered file relocation window during installation process to accommodate lower resolutions.
• Modified - Altered QDBackup.exe to allow for the proper restoration of databases from older versions of QuicDoc.
• Modified - Altered group view to incorporate end date column.
• Modified - Added NPI number and validation to user setup.

QuicDoc 7.52 Update (Jan 22, 2008)

• Fixed - Intake Note formatting inconsistencies in Family/Social sub-section under Psychosocial History section
• Fixed - QuicLink program for Therapist Helper - error locating database after 7.51 upgrade
• Fixed- Duration and Route areas under Substance Use section were switched in the printout and preview of a note.
• Fixed - QuicDoc Reporter - error locating database after 7.51 upgrade
• Fixed - User Forms not saving data in group checkboxes.
• Modified - QuicDoc installation licensing fails on 64 bit Vista
• Fixed - QuicDoc installation error in network environment

QuicDoc 7.51 Upgrade for Windows Vista (Nov 13, 2007)

• Enhanced - QuicDoc has been modified to use Vista-compatible file locations for databases, documents and report files. Previously, these had been located under the folder where QuicDoc was installed.
  
  Windows XP - Databases, documents and attached files, report files are now located in
  C:\Documents & Settings\All Users\Shared Documents\DocuTrac\QuicDoc Std 
  \Data
  \Documents
  \Reports
  
  Windows Vista - Databases, documents and attached files, and report files are now located in
  C:\Users\Public\Public Documents\DocuTrac\QuicDoc Std
  \Data
  \Documents
  \Reports
  
  Important: Make note of these locations for backup/restore purposes and if you are sharing database files and documents in a network setting. If you are updating from a pervious version, existing files are moved as part of the update.  For example, if you install the v7.5.1 update on an XP box, all databases, documents, etc will be moved to the Vista-compatible locations (see above).  If you were sharing the data folder from a stand-alone machine, note that the databases are no longer accessible on the network from the new directories. You will need to remove the original share on the data directory, and share the new data directory.
• Fixed - there is now a notification if you try to attach a document to a patient record and the location or path specified is invalid or does not exist
• Fixed - error when applying a filter to the Audit Log report
• Fixed - Backup utility error (QDBackup.exe) when running against databases over a network. Restored database not being placed in correct location.
• Fixed - Restore database function in Single PC environment not placing databases in correct location
• Fixed - runtime error 404 when attempting to view Room Schedule when adding a patient appointment and associating the appointment with a room
• Fixed - Under Network Setup preference and in the application to setup a database password (SetQDDBPassword.exe), the database location field was too small to fit very long path names. Although you could set the location, you were unable to see the full path in the fields since it was truncated.

QuicDoc 7.04 Service Pack 3 (May 16, 2007)

• Fixed - When doing prescriptions using the New York state form, the indication of whether it was printed displayed 'No', even when the prescription had been sent to the printer.
• Modified - The QuicDoc System Administrator (SA) can now be set as a delegate for a user, allowing the SA user to edit or delete notes. Prior to this QuicDoc had been changed so that the SA user was unable to edit notes.
• Fixed - The search function in the Audit log report, when searching by description was returning results only when the search word was the first word of the description and not when it was contained in the description.   

QuicDoc 7.02 Service Pack 2 (Apr 19, 2007)

• Fixed – Formatting of some sections of note was misaligned in QuicWord while appearing correct in other word processors .
• Fixed - If a note was signed without switching sections, the current section changes did not save.
• Fixed - All columns on screen were not being printed in the printout of the appointment reminders .
• Enhancement - Only the provider associated with a note or his/her delegate can modify a user form section within a note that has not been signed. Delegates are able to edit or modify notes for a provider, but cannot sign notes for the provider.
• Enhancement - Data on a user-designed form in a note can be cleared out by clicking on the "Clear All" button.

QuicDoc 7.01 Service Pack 1 (Mar 15, 2007)

• Fixed - Office Therapy scheduler view showing incorrect amount for patient copay. Fixed and enhanced to display patient copay as well as, any amounts due by responsible parties
• Fixed - Search box for patient in Patient List View loses focus after typing first letter
• Fixed - Error when opening Plan section of Progress note.
• Enhanced- Ability to enter Quick pay amount when sending a session to Office Therapy for all CPT codes whether standard or non-standard
• Fixed - the Discharge Status, Discharge Recommendations and Discharge Summary would not show in the note preview mode
• Fixed - The quantity of a prescription is not listed when printing the prescription on a New York State Form
• Fixed - After signing a note and adding an addendum, the note preview displays the addendum twice.
• Fixed - The Duration and Route columns of the "specific drugs used" section are reversed in the note preview
• Modified - Updated help file with new location of Patient Summary Graph
• Fixed - the QDBackup utility does not restore the Documents to correct location.
• Enhanced- Attachment location under Setup>Preferences>Admin now works. Henceforth all attachments and scans will be saved at this location.
• Fixed - Search for Axis II diagnosis in DSM-IV Diagnosis section does not work
• Fixed - Spell check in the Content/Process section of Progress Note does not highlight misspelled words
• Enhanced - Patient Advisory Leaflets are now added to the Lexi-Comp Drug Reference List (applies only for customers who have a license for the Lexi-Comp Patient leaflets)
• Modified- 'Marital Therapy Note' appeared wrongly as a section for Documentation Setup. This has been removed.
• Enhanced - Vertical scrollbar added to all textboxes in Leisure/Interests sub-section of Risks-Strengths.
• Fixed  - QuicWord word processor not showing more than one page.
• Fixed  - Prescriptions were not merged on patient merge.
• Fixed  - The Day View of the QuicDoc Scheduler would not display the correct date for international locations using the dd/mm/yyyy format

QuicDoc 7.00 Update (Jan 8, 2007)

• Enhanced - - NEW - Now you can create your own screens or forms to be used as sections of Notes or Treatment Plans. 
• Enhanced - NEW - Scan documents, Insurance cards, previous records and attach to a patient's record  
• Enhanced - Added ability to assign Delegates to providers. Delegates are able to edit or modify notes for a provider, but cannot sign notes for the provider. Only the provider associated with a note or his/her delegate can modify a note that has not been signed.
• Enhanced - Hot Note can now "float" over main Patient view.
• Enhanced - Added ability in main program - Patient View - to hide patient names (other than selected patient).
• Enhanced - Added ability in Scheduler to hide patient names.    
• Enhanced - Document template fields can be set to 'changeable' and/or set to display gray background color when selected, and will format merged phone numbers. Double-click field when editting template to set or change these attributes.
• Enhanced - Ability to edit custom dictionary for spell checking tool. See Setup..Custom Dictionary.
• Enhanced - E-mail a reminder to patient of appointment from scheduler. When setting appointment, you can send an e-mail reminder. Under Preferences (in Scheduler), you can customize the text of the reminder.  
• Enhanced - Group note text fields now linked to standard and custom dictionary for automatic spell checking.
• Enhanced - Added field for Location of Service field in notes
• Enhanced - QuicDoc Query Tool (used primarily in association with Technical Support now has additional features including a listing of tables and associated fields to assist in generating database queries, ability to print the data results from a query, or 'Send' the data results to an MS Excel spreadsheet.
• Modified - When setting access to other providers for a patient, the list of providers now includes only active providers
• Enhanced - Added ability to hide Sidebar and Toolbar on main screen
• Enhanced - Print prescriptions to approved NY State Prescription. New fields added (e.g. Maximum Daily Dose) to comply with form requirement.
• Enhanced - Group Notes now show on printed facesheet under session history.
• Enhanced - New field to indicate "Risks and Benefits of Medication Discussed"  in Medication entry form
• Enhanced - Recall of opening window size/position when starting program.
• Enhanced - Audit logging of New, Updated, Deleted Appointments in Scheduler  
• Fixed - When double-clicking a patient to add to a group, the patient was made inactive by default.
• Fixed - Incorrect date for note when initiating a Missed Appointment note from the Scheduler week view.
• Fixed - Field size incorrect in  field Problem...As Evidenced By
• Fixed - Last member's note of Group Note doesn't print
• Fixed - Template or merged document formatting not being saved with document when attached to patient record
• Fixed - Repeating appointments skip first date in sequence when the repeating pattern is by month or year
• Fixed - When adding an appointment in the All Provider view and assigning a room, the correct provider for the appointment was not associated with the room appointment
• Fixed - Missed Appointment Note printout does not show Date or Provider
• Fixed - Ability to add or modify service when "Sending Appointment to Office Therapy"
• Fixed - When signing note in Preview mode, preview doesn't refresh

QuicDoc-Office Therapy Enhancements

• Enhanced - View Appointments created in Office Therapy in the QuicDoc Reminders (Today's Appointments) and in the Next Patient Appointment function.

QuicDoc 5.31 Update (July 28, 2006)

• Enhanced - Group Note print preview now available before sending to printer
• Enhanced - In Group Note printout, Co-Leader signature block is added if there is a co-leader
• Enhanced - Listing of group notes on main patient screen now has same columns as individual notes listing
• Fixed - When scheduling group appointment only active members are listed
• Fixed - In progress note, if Risk Factors are not addressed, section is not added to printout.

QuicDoc 5.30 Update (Jun 28, 2006)

• Enhanceded - Added field for Incidental Note for the Time of Contact.
• Enhanced - When typing a patient name for a new appointment in Scheduler, if the patient is not in QuicDoc, you are prompted to add and re-directed to a form to add the patient before scheduling the appointment.
• Fixed - Printout of password from User Setup not printing correctly.
• Fixed - When manually importing providers from Office Therapy, default password that is created for the provider is now encrypted. QuicDoc was creating the password but not encrypting it in the database.
• Fixed - Error 5 when loading latest version of Lexi-Comp Drug Reference (1/2006).
• Modified - When creating patient appointment in Scheduler, the patient's phone number is read in from patient setup information and cannot be entered as before. Thus, if an appointment is repeated and the patient's phone changes, later appointments are associated with the changed number. (Note: If you used these fields to add temporary or alternate phone numbers, now use the Note field)
• Fixed - When 'Sending a record' of a session to Office Therapy, if there is an adjustment or payment on the date of the session, QuicDoc could not insert a record. Assuming that there is not already a charge or an appointment set in Office Therapy for that date, QuicDoc will insert an appointment that can be "power charged".
• Modified - Calculation for Average Time to Intake in Demographics Report and Quality Assurance Report is now based on the average difference between Admission or Intake date and Initial contact date. Before, this calculation used the date of the Intake Note; however, if more than one Intake Note was done for a patient, the average included both Intake Notes.
• Enhanced - Track AIMS scores (see Patient...History...AIMS on main menu)

QuicDoc 5.21 Service Pack 21 (Apr 18, 2006)

• Enhanced - Added DAP (Data, Assessment, Plan) Note format. Under Setup..Documentation Setup go to Progress Note and add DAP section.
• Enhanced - Added preference to hide user's schedule to others. Under User/Provider setup, select Exclude from Schedule. User will still be able to see their own schedule, but others won't see theirs.
• Enhanced - added button to show currently selected patient's Disclosures of PHI in PHI log.
• Fixed - Patient list width resizing when Reminders window is active and QuicDoc is restored from minimized state.
• Fixed - Employment/School status not printing in Intake Note if gender of patient not indicated.
• Fixed - Error displaying patient information, under patient setup, where patient's secondary insurance company has been inactivated.

QuicDoc 5.20 Service Pack 20 (Mar 31, 2006) (**Skipped to V5.20 and SP20 to make version and service pack number consistentnt)

• Fixed - Type mismatch error when editing a prescription - clicking OK to save when no changes have been made
• Enhancement - Added ability to filter contact hours by Insurance Company - includes group hours
• Fixed - Link to sample datasheet for Lexi-Comp Drug Reference missing - sample datasheets were not included in update

QuicDoc 5.18 Service Pack 15 (Mar 1, 2006)

• Enhanced - added fields under Diagnosis section for Lowest Lifetime GAF and for additional comments
• Fixed - addressed formatting issues for Diagnosis and Content sections in note output
• Enhanced - if an appointment or event is associated with a Room, the same room can be associated it when it is made a repeating appointment or event
• Enhanced - Added Vital Signs and Physical Exam section that can be added to a note
• Enhanced - Substance Use section - added new drop-downs to indicate Nicotine Use and Drug Use (e.g. None, Not Assessed, etc.)
• Fixed - Patient Group Notes listed by Date in descending order to be consistent with other Notes listing
• Enhanced - QuicForms - Check for new forms over the internet and download them from within the program
• Fixed - Under certain conditions, the Patient list "disappears" when restoring QuicDoc from a minimized state
• Enhanced - New Pharmacy List added. Add pharmacies with address, phone, fax and contact information and select from list when entering prescriptions. 
• Enhanced - New fields added for Pharmacy Fax number and Notes when entering prescriptions.
• Enhanced - Send e-mail reminder to patient when scheduling a new appointment in scheduler
• Enhanced - Reminders now shows General Tasks from scheduler and Patient-specific tasks that have not been completed

QuicDoc 5.17 Service Pack 14 (December 23, 2005)

• Fixed - Accessing of most current appointment data when one user has modified an appointment while another user is in process of editting the same appointment
• Enhanced - Audit tracking now includes logging when a user has viewed patient diagnosis or medications from the main screen
• Fixed - Street addresses of more than one line not wrapping correctly when using the Letter function
• Fixed - Text not printing on form for pages, other than the current page, when printing in QuicForms

QuicDoc 5.16 Service Pack 13 (December 12, 2005)

• Fixed - When saving note as an Adobe PDF, the file was not created unless you selected 'Yes' to view in Adobe Reader
• Fixed - Recurring appointments not working correctly on systems using d/m/yy date format
• Fixed - Print preview and printed output sometimes differ (e.g. preview appears ok, but all words underlined on printout, or only bolded sections heading are printed) This behavior has been seen on only a few HP and Dell printers using new print drivers.

QuicDoc 5.15 Service Pack 12 (November 20, 2005)

• Fixed d - CPT or service code not saving for user-defined note
• Enhanced - Print-out of contact List in scheduler's address book now prints contact's cell or mobile phone

QuicDoc 5.14 Service Pack 11 (November 14, 2005)

• Enhanced - Formatting/appearance of Note - Session and Patient Information areas on first page
• Enhanced - Risk Factors details text length increased

QuicDoc 5.13 Service Pack 10 (November 1, 2005)

• Enhanced - Added Cell/Other Phone listing to Patient Details screen and to Facesheet
• Enhanced - Expanded Start Time options for calendar to include 10am, 11am, 12pm, 1pm
• Enhanced - Included CPT/Service Code Description in list of Sessions/Notes
• Fixed - Calendar Start-End times did not refresh after checking/unchecking Show non-prime hours
• Enhanced/New Feature - QuicForms can now handle forms using segmented text fields and fill-in bubbles

QuicDoc 5.12 Service Pack 9 (October 25, 2005)

• Enhanced - Added icons/images to note history list when a session note has been signed and when an addendum has been added
• Fixed - All Provider View appointment slip printout printing incorrect date
• Fixed - Provider signature showing twice on a printed note when provider has no supervisor and electronic signatures activated
• Fixed - Spell check now functions in addendum on a signed note
• Fixed - Signature picture (icon) on list of treatment plans not appearing for signed treatment plans
• Fixed -  When you select inactive patient list, the menu entry still refers to showing inactive patients.  Upon clicking it again the list changes to active patients and the menu entry says SHOW ACTIVE PATIENTS.

QuicDoc 5.11 Service Pack 8 (October 1, 2005)

• Fixed - Option to include page breaks when batch printing of Incidental Notes
• Fixed - Incidental Notes - print-out does not include Type of Note (e.g. Call from Patient)
• Fixed - Missed Appointment Notes - when batch printing, inserts statement that 'Electronic Signature Pending'
• Fixed - Calculation of hospital days was based on Date of Discharge minus Date of Intake Note and was calculating incorrectly. This calculation has been changed to  Date of Discharge minus Date of Admission from Patient setup
• Fixed - Error sending Prescription if a carriage return appended to patient address
• Fixed - Error when doing Group Notes if text in some of the fields exceeded 255 characters
• Enhanced - Added Grand Total hours for Contact Hour Report

QuicDoc 5.10 Service Pack 7 (September 19, 2005)

• Fixed - Pick-list of Severity-Frequency of problems in Identifying Information section of Intake Note not drawing from database correctly
• Enhanced - Added Company Name field under e-Prescription setup
• Fixed - e-Prescribe setup now forces uppercase on state field since error occurs when sending a prescription if state is not in uppercase
• Enhanced - When initiating a note from the Scheduler, the patient's default CPT is used if a CPT code has not been entered for the appointment >Enhanced - When selecting a CPT or service code in Session Info, it now adds the duration from the CPT code list
• Enhanced - Added columns on Note History and Treatment Plan listing to indicate whether the note/plan has been signed and whether there is an addendum - indicated by a pen and paper clip icon respectively.

QuicDoc 5.09 Service Pack 6 (September 9, 2005)

• Fixed - Switching from Inactive to Active Patients and visa versa. 
• Enhanced - Send Diagnosis to Prescription System added
• Fixed - Occasional error when manually importing patients from Office Therapy - "the field is too small to accept the amount of data ..."
• Fixed - Side taskbar links for Compose, Status, Administration, and Account Management not working in Electronic Prescription window
• Fixed - Problem when minimizing secondary browser window in e-Prescription System
• Enhanced - Updated QuicDoc Help File with corrections and to include updated features
• Fixed - Circle fields not being saved properly on some forms in QuicForms

QuicDoc 5.08 Service Pack 5 (August 29, 2005)

• Fixed - Send Session to Office Therapy - pm start times being changed to am (for example, if session was 9:00 PM, when sending to Office Therapy, it reported it as being 9:00 AM
• Fixed - Repeating Appointment link in All Provider View not working
• Fixed - Print Appointment Slip link in All Provider View not working
• Fixed - Setting Patient word preference to Other (e.g. Student) not saving
• Fixed - Setting Scheduler and Group Access levels for users not saving under some conditions
• Fixed - Error when sending Note to Word Processor - QuicDoc is reporting an "tmprtf.rtf is missing"
• Fixed - Discharge Note not showing Progress Toward Goals
• Fixed - When saving a note as an Adobe PDF file, the file is not created if you select not to display the pdf
• Enhanced - Patient word preference (e.g. Client, Patient) is now applied to labels on screen. Word preference had previously only been used when generating notes and reports.  
• Enhanced - Added fields for Account # and SSN when adding new patient from Scheduler
• Fixed - Error loading All Provider View (invalid use of NULL). Caused by deleteing an Activity added using Activity Scheduler and then deleteing the activity for each attendee rather that selecting Delete for All.
• Fixed - in the print out of the Previous Treatment - Previous Medications section of Intake Note, the label for Response to Medication reads 'Reason' rather than 'Response' 

QuicDoc 5.07 Service Pack 4 (July 28, 2005)

• Fixed - Deleting a Missed Appointment note did not delete the link to a note in the Appointment Scheduler
• Fixed - Incorrect Note Type assignments (i.e., Missed, Cancelled) when creating Missed Appointment Notes from Appointment Scheduler
• Fixed - Treatment Plan Tracker link when in Treatment Plan was disabled
• Fixed - Label (on session information screen) of note incorrect for user-created note types
• Fixed - Calendar on date selection screen for when discharge criteria met was not displaying
• Fixed - Risks/Strengths section not printing in preview
• Fixed - Suicide/Homicide details not saving under certain conditions
• Fixed - Date spin buttons not functioning on Disclosure of PHI Details screen
• Fixed - Sequence list not clearing after returning from Create Sequences screen when generating note
• Fixed - Error finding file (tmprtf.rtf) when sending note to word processor
• Fixed - Progress toward goals in Dicscahrge Note print-out not appearing

QuicDoc 5.05 Service Pack 3 (July 7, 2005)

• Fixed - Discharge Information and Family History sections of note not appearing on note preview or print-outs
• Fixed - Non-default Report Headers not printing on note preview or print-outs
• Fixed - Error loading Groups in Group View when all group members made inactive
• Fixed - If all group members are deleted from a group, there is an error displaying groups in Group View. Now you are unable to delete all members. You can, instead, delete the group.
• Fixed - When inserting a text file into the Content section or a progress note, carriage returns were not being inserted.

QuicDoc 5.04 Service Pack 2 (July 1, 2005)

• Fixed - Error saving interventions if duplicate intervention entered in Problems-Goals/Objectives-Interventions section
• Fixed - View Previous Progress Note function (in Content section) returning incorrect records

QuicDoc 5.03 Service Pack 1 (June 30, 2005)

• Fixed - Length of Visit and Time, Program Name, and Type of Visit not printing on Progress Notes
• Modified - Font Size of notes changed from Arial 11 to Arial 10
• Fixed - Objectives numbers incorrectly started at #65 instead of #1 when printing Problem-Goal-Objectives section
• Fixed - Label for Patient Name on Next Appointment screen not appearing correctly
• Modified - Menu item on right-click added to be able to delete document template linked to patient. Delete key can also be used when document  is selected.
• Fixed - Error 381 Invalid Property Array when scheduling an appointment in QuicDoc Scheduler. This error occurred intermittently when selecting a patient from the drop-down list.
• Fixed - Note preview not generating some sections (e.g. Diagnosis) when using  user-defined sequences.

QuicDoc Version 5 (June 22, 2005)

• Group Therapy Notes
• Enter Provider Work Schedules
• Patient Check-in feature for scheduler
• Create Session Notes from the Scheduler
• Customize selection and order of sections for notes
• Create new note types (e.g. Psychiatric Evaluation)
• Quickly view History of Diagnoses and Medications for patients
• Quick Preview for Notes with Search Feature
• View Previous Progress Notes (Content narrative) easily when doing a new Note
• Create Document Templates for merging
• Show listing of insured patient for each Insurance Company in Insurance View
• Show listing of referred patients for each Referral Source in Referral View
• More Pick Lists (e.g. Psychological Tests in Psychological Testing section)
• New Integration features with Office Therapy
   - View a client's ledger in QuicDoc
   - Send a record of a session documented in QuicDoc to Office Therapy for billing
   - View the Office Therapy Calendar in the QuicDoc Scheduler
• - New Windows XP Look-and-Feel
• - Internet-based Electronic Prescriptions (Optional Subscription-based Service)

QuicDoc 3.90.65 (April 27, 2005)

• Enhanced - Added ability to set Default folder in QuicWord settings to open when opening or saving a document in QuicWord.
• Enhanced - Added Session Number field for Progress Notes. User can 'Calculate' session number or enter it manually.
• Enhanced - Medications on screen and in generated note now are sorted by Start Date of medication (newest medication first).

QuicDoc 3.90.64 (April 13, 2005)

• Enhanced - List of Prescribers now populated based on presence of DEA Number rather than Discipline labeled as 'Psychiatrist'.
• Fixed - Word-wrapping in generated note for SOAP note and other sections
• Fixed - Identifying Information section not saving when carried over from previous note and not modified.
• Enhanced - Print options for font type, size, and style added for Scheduler printouts.
• Fixed - Internet link for Help...QuicDoc Online Support from main menu.

QuicDoc 3.90.63 (February 23, 2005)

• Fixed - Licensing verification error (Error connecting to machnm1.exe) when launching QuicDoc on Windows XP SP2 . This error occurred occasionally on some installations with Windows XP(SP2).
• Fixed - Record not being added in Audit Log when patient status was changed from Active to Inactive or from Inactive to Active.

QuicDoc 3.90.62 (December 29, 2004)

• Enhanced - Diagnosis tab listing of current patient diagnosis now includes specifiers (e.g. Principal, Provisional, Rule Out, By History).
• Enhanced - Authorization # field increased to 30 characters
• Enhanced - e-mail field added to options for import of delimited text files for Referral Sources.
• Fixed - Diagnosis codes for Personality Disorder NOS and Antisocial Personality Disorder corrected.

QuicDoc 3.90.4 Service Pack (September 16, 2004)

• Enhanced - Enhanced – Added purge feature for patient with no activity. See File...Administration...Purge Patients. Can only be accessed by System Administrator. .

QuicDoc 3.90.3 Service Pack (August 9, 2004)

• Enhanced – Better Compatibility with Lexi-Comp

QuicDoc 3.90.1 Service Pack (March 24, 2004)

• Fixed - Error linking to Office Therapy database if Office Therapy database is password protected.
• Fixed - QuicDoc exporting some patients to Office Therapy with purged indicator set to On.
• Fixed - New patient added in QuicDoc Scheduler not auto-exporting to Office Therapy.
• Fixed - Patient information not filling in after new patient added in scheduler. Previously,  if you added a new patient in the Scheduler, when it returned to the new appointment dialog, you had to select the new patient from the list. Now, after adding a new patient and returning to the new appointment dialog, the patient name, phone, etc. is filled in.
• Fixed - Provider could be deleted if not associated with a patient as a primary provider, but if provider had authored notes or had appointments scheduled.

QuicDoc Version 3.90 (March 3, 2004)

• Enhanced - Separate PSYCHOTHERAPY NOTES - you can now enter Psychotherapy Notes (as defined by HIPAA). These notes are separate from the patient record and are encrypted in the database. Additional password security can be setup.
• Fixed - Auto-export new patient from QuicDoc to Office Therapy sending new patient to purged list in Office Therapy.
• Enhanced - Diagnoses on Axis I and II can be coded as being "By History".
• Changed – Goals section of Intake note no longer shows Progress or Date Achieved.

QuicDoc Version 3.86.54 (September 9, 2003)

• Enhanced – Better compatibility with Windows XP TabletPC.

QuicDoc Version 3.86.53 (August 21, 2003)

• Enhanced - QDQuery.exe - Database Query tool for use with Technical Support calls.
• Updated DSM-IV-TR codes.
• Enhanced – Ability to work with updated system components to resolve a Run Time Error 7 on some machines.

QuicDoc Version 3.86.5 (June 18,2003)

• New Feature - Disclosure of Private Health Information Log - Allows you to log and track when you disclose or release private health information, as required by HIPAA.
• New Feature - Audit Logging - Allows you to create audit trail of  user activity in database.
• Enhanced - Set a Database Password from within QuicDoc. Now easier to password  protect your database to ensure security of confidential data.
• Enhanced - Inclusion of Diagnostic Info Sheets - designed for providing diagnostic information for patients. These are reproduced in HTML and PDF format with the permission of National Institute of Mental Health.
• Enhanced - Improved Import Text File function. Allows mapping of text files to database fields and saving/loading map files.
• Enhanced - QuicWord word processor now allows saving of default page margins for documents.

QuicDoc Version 3.86 (April 4, 2003)

• Enhanced - Data Exchange with Helper 6.1 or higher.
• Enhanced - Print Week Schedule as HTML.
• Updated  DSM-IV-TR code.
• Updated - Help File.

QuicDoc Version 3.85.5 (March 4, 2003)

• Fixed – Error finding file when opening documents, notes in Word. This occurred on some systems when QuicDoc is installed under Program Files folder and where Word was set as the default word processor.
• Enhanced - Automatic export to Office Therapy V5.05. Can set QuicDoc to automatically export new patients, referral sources, and insurance companies when added to QuicDoc.
• Fixed - Error when adding Referral Source from Patient setup.
• Fixed - Some QuicForms forms not rendering correctly. Text fields were not aligned properly.

QuicDoc Version 3.85.4(August 22, 2003)

• Fixed – Error finding file when opening documents, notes in Word. This occurred on some systems when QuicDoc is installed under Program Files folder and where Word was set as the default word processor.

QuicDoc Version 3.85.2 (July 15, 2002)

• Enhanced – Added ability to filter Office Therapy patients by provider when importing. Also added ability to set a default provider in QuicDoc to associate with imported patients from Office Therapy.

QuicDoc Version 3.85 (June 19, 2002)

• Fixed - Not able to enter duplicate medications for a patient.
• Fixed - Item not found when creating new incident of care
• Enhanced - Immunizations, Other field increased in length to allow up to 255 characters.
• Enhanced - Database update utility automatically launched for this update when QuicDoc application run for 1st time, if database hasn't been updated.
• Enhanced - Provider name and program added to Patient Facesheet printout.
• Enhanced - Added function to recalculate authorizations remaining (File..Admin..Recal)
• Fixed - Note Audit sometimes returned false positives and false negatives.
• Enhanced - added ability to modify/add/delete Events from main screen in Scheduler.
• Enhanced - QuicDoc database utility improved for repairing and compressing databases.
• Enhanced - Option to print address on labels on 1 or 2 lines.
• Enhanced - Allow for additional patient phone fields with user-defined labels (e.g. Fax, Cell).
• Fixed - Search Availability function in Scheduler.
• Enhanced – Data Import from Office Therapy V5 Practice Management System – import client, referrals, therapists, insurance company information from Office Therapy. Once imported, view transaction ledger of Office Therapy clients from QuicDoc.

QuicDoc Version 3.8 (December 14, 2001)

• Fixed - When printing problems-objectives to Quicword , not printing all wording for problem.'
• Fixed - Report not printing ssn in page header.
• Fixed - Spelling error 'gang inlovement'
• Enhanced - Added therapist name to F2 function to lookup future apts, and if more than 1 appointment,
• displays a list of them.
• QuicDoc 38 update utility modified to also update Tutorial databases
• Enhanced - Ability to print schedule sorted by Provider for a day or range of days
• Enhanced - Note field for an appointment is visible on Day view when slot is selected.
• Enhanced - Appointment conflict checking checks for appointment in same day/time range for a provider, and when a patient is scheduled, it checks to make sure another provider hasn’t scheduled the same patient in the same day/time range
• Enhanced - Batch print all or note range has option to have page breaks between notes or no breaks for a contiguous note.
• Fixed - Error in schedule when changing time of appt from am to pm (e.g. 6-7am to 6-7 pm) If entered it as 6am to 7pm.
• Enhanced - Added Provider Name on list of expiring authorizations for Sys Admin in Reminders.
• Enhanced - Added ability to mark scheduled tx plan as done and to schedule next tx plan due when doing a tx plan.
• Fixed - Order of problems and objective not constant when printing out.
• Fixed - Problem on W2000 machines reading Form File List in QuicForms.
• Enhanced - Added new field, Reason for Referral, to patient entry form.
• Ability to print schedule in 5, 10, 15, 30 minute increments
• Enhanced - Optimize/Repair database option in QuicForms.
• Enhanced - Added ability to set mask for postal codes in patient entry.

QuicDoc Version 3.77 (September 20, 2001)

• Fixed - If patient name typed directly into scheduler slot, and then appointment is edited, message displays that patient is not found. Now you cannot type into a new slot to initiate a new appointment; once added, though, you can type in the slot.
• Enhanced - Selecting a patient in scheduler pulls in default CPT.
• Fixed - QuicLink patient import from Therapist Helper where patient name contained an apostrophe.
• Modified - Preferences now allows entry of executable name only for default word processor (e.g. winword.exe). Entry of full path (e.g. C:\Program Files\Microsoft Office\winword.exe) does not work on some Windows 2000 systems.
• Fixed - Form/Measure documents deleted when opened in QuicWord from 'front-end' of QuicDoc (i.e., File...Print...Measures/Forms/Letters).
• Fixed - Import Delimited File wizard was not ignoring first record if it contained field names.
• Enhanced - All Provider View allows user to set 1-9 columns per page to print.
• Enhanced - Added fields under patient information for patient's E-Mail address and Referral Source information for E-Mail address. You can now select patient or referral and use menu item (Write...Email) to start default email program.
• Spell Check all text/sections at once in SOAP Note.

QuicDoc Version 3.75 (August 8, 2001)

• Fixed - Appointment slip not printing correct date from week view.
• Modified - Location of database password storage file for single PC installs.
• Enhanced - Added fields for Cultural and Religious issues in PsychoSocial History - see Family-Social History Section.
• Enhanced - Added option for 'never married' in PsychoSocial History - Family section for parent marital status.
• Enhanced - Added 'disabled' to pick list for Employment in Patient Setup.
• NEW - Pain Assessment and Nutritional Assessment - see Assessment menu.
• Enhanced - Added fields to record Leisure Activities and Interests - see Risks/Strengths section in notes
• Enhanced - Added ability to set page header (e.g. patient name, ID) to print, without having to re-check the setting each time.
• Enhanced - Demographics report can filter by program and active/inactive patients.
• Enhanced - System Admin. can set/change passwords on one screen, and the password last change date is recorded and saved to the database.
• Enhanced - Patient, User, Referral Source and Insurance Views have a New Look, and an added Find feature for searching names on the respective lists.
• Enhanced - Patient Task List can now be set to display all Tasks or just those tasks not completed - see Setup...Preferences.
• Enhanced - improved patient import functioning from Therapist Helper to QuicDoc.
• Fixed – Pick-list items with double quotes " " could not be modified or deleted once added to list. Caused Error 3077.
• Fixed - Notes were not being 'finalized' when QuicDoc set for Electronic signature and Provider had no supervisor.
• Enhanced - Added ability to print lists and labels of Inactive Names (e.g. Inactive Patients)
• Enhanced - added fields on Patient setup screen to enter admit and discharge dates
  

QuicDoc Version 3.72 (May 17, 2001)

• Fixed - Help button on Report Headers screen did not go to Help.
• Security Enhancement - Added optional, additional security measure of attaching a password to database. To use this feature Run SetQDBPassword.exe, located in QuicDoc folder.
• Fixed - When switching to another provider schedule, from All Provider view, it defaults to today’s date. Changed so it stays on same date when you change to different provider.
• Fixed - In QuicLink, data exchange for Therapist Helper, importing patients from TH, sometimes generated a duplicate ID and wouldn’t import to QuicDoc. Also, when exporting patient to Helper, error 13 type mismatch.
• Fixed - Not getting missed appointments in note audit report.
• Fixed - list not refreshing after reassignment of patients to different provider.
• Enhancement - When adding an authorization, checks if an insurance company has been entered for patient. If not, you can enter one.
• Security Enhancement - temporary word processor files created when generating a note, are always deleted now after loading in QuicWord. This feature only works if you are using QuicWord as the default word processor. If not, make sure all files beginning with Report are deleted from QuicDoc folder (e.g. Report1.rtf, Report2.rtf)
• Fixed - QuicDoc abruptly quits when OK pressed, when scheduling an appointment for a patient in QuicDoc front end.
• Fixed - Search for diagnosis code or name does not work properly when diagnoses are filtered (e.g. Mood Disorders).
• Enhancement - Added functionality to filter patient list by provider. Applies only when logged on as System Administrator.
• Enhancement - When using Batch print, you can now select a report header. Previously, the default header was used.
• Fixed - Users with access to all providers schedules, see all providers To Do's in the reminders screen.
• Fixed - Batch notes not adding Date/Time of Electronic Signature if signed.
• Fixed - Not able to put in more than one Previous Treatment if Hospital Name or Doctor Name is the same.
• Enhancement - QuicForms - If form is re-scaled (e.g., 90%), fonts are re-scaled proportionally.
• Fixed - Query for Baseline vs. Most Recent in Outcomes graph and Report not always working properly.
• Enhancement - Added Field under Problems-Objectives-Interventions section to add a narrative regarding Progress Toward Goal.
• Enhancement - If note is electronically signed and an Addendum is added, QuicDoc saves user id creating or changing addendum, and dates addendum was created and changed.
• Enhancement - Backup program allows backup of documents in \Documents folder.
• Now reads Regional Settings for date format - all date controls allow for input, reading into from database, and output to database using MM/dd for dd/MM format, depending on regional setting.
• Now allows for format mask for phone number formats in different countries (e.g. New Zealand, Australia), user can select from several common ones under Preferences. To add a format, user can add to a file named phoneformats.txt in the following format, one per line: "United States", "###-###-####"
• Now allows for changing SSN label name to another ID, and applying a mask (e.g. ###-####). Mask can be numeric or alphanumeric and allows up to 9 characters. See Preferences.
• Now allows changing the label or name for Account # (e.g. Patient No.) under Preferences menu.
• Settings for Electronic Records, Word Usage, Password Recall, Allow Users to Change Password are global and controlled by the System Administrator. See Preferences.
• Pick-lists for Race and Religion can now be modified. Add on the fly or go to Clinical Data Lists from Setup menu.
• User-defined fields under Additional Patient Information can now have pick-lists created by user.
• System Administrator now can go to a Password Setup Screen, listing all Users with their UID's and Passwords, and allowing SA to change User's Passwords more easily. SA can also see Date Passwords were last updated. This feature is important were Passwords must be changed on a regular basis (e.g. every month).
• Repeating appointments in Scheduler are now marked in the database with the ID of originating appointment. Thus, users can delete ALL or Selected Appointments or a repeating group, rather than having to go to each to delete them.
• All Time Controls in Scheduler allow for input and display of Military Time if this option selected in preferences. Military time is displayed on Appointment Control and in all print-outs.
• Added field under Goals-Objectives section to write more of a narrative for goal progress
• Added fields to capture who created an addendum for a locked note (when Electronic Record set to True) , when created, and when last changed.
• Added functionality to do prescriptions in the front-end of the program. See Prescriptions under Patient menu. User interface for doing prescriptions has improved and is easier to use.
• Added Psychosocial History form in QuicDoc3\Documents folder. This file, in RTF format, can be used by therapist or patient to fill out by hand. Then, data can be entered in QuicDoc. See Psychsocial History.RTF.
• Fixed - Incorrect link to QuicDoc Tech Support web site page.

QuicDoc 7.51 Upgrade for Windows Vista (Nov 13, 2007)

• Enhanced - QuicDoc has been modified to use Vista-compatible file locations for databases, documents and report files. Previously, these had been located under the folder where QuicDoc was installed.
  
  Windows XP - Databases, documents and attached files, report files are now located in
  C:\Documents & Settings\All Users\Shared Documents\DocuTrac\QuicDoc Std 
  \Data
  \Documents
  \Reports
  
  Windows Vista - Databases, documents and attached files, and report files are now located in
  C:\Users\Public\Public Documents\DocuTrac\QuicDoc Std
  \Data
  \Documents
  \Reports
  
  Important: Make note of these locations for backup/restore purposes and if you are sharing database files and documents in a network setting. If you are updating from a pervious version, existing files are moved as part of the update.  For example, if you install the v7.5.1 update on an XP box, all databases, documents, etc will be moved to the Vista-compatible locations (see above).  If you were sharing the data folder from a stand-alone machine, note that the databases are no longer accessible on the network from the new directories. You will need to remove the original share on the data directory, and share the new data directory.
  
  
• Fixed - there is now a notification if you try to attach a document to a patient record and the location or path specified is invalid or does not exist
• Fixed - error when applying a filter to the Audit Log report
• Fixed - Backup utility error (QDBackup.exe) when running against databases over a network. Restored database not being placed in correct location.
• Fixed - Restore database function in Single PC environment not placing databases in correct location
• Fixed - runtime error 404 when attempting to view Room Schedule when adding a patient appointment and associating the appointment with a room
• Fixed - Under Network Setup preference and in the application to setup a database password (SetQDDBPassword.exe), the database location field was too small to fit very long path names. Although you could set the location, you were unable to see the full path in the fields since it was truncated.
  
  

QuicDoc 7.04 Service Pack 3 (May 16, 2007)

• Fixed - When doing prescriptions using the New York state form, the indication of whether it was printed displayed 'No', even when the prescription had been sent to the printer.
• Modified - The QuicDoc System Administrator (SA) can now be set as a delegate for a user, allowing the SA user to edit or delete notes. Prior to this QuicDoc had been changed so that the SA user was unable to edit notes.
• Fixed - The search function in the Audit log report, when searching by description was returning results only when the search word was the first word of the description and not when it was contained in the description.   
  
  
  

QuicDoc 7.02 Service Pack 2 (Apr 19, 2007)

• Fixed – Formatting of some sections of note was misaligned in QuicWord while appearing correct in other word processors .
• Fixed - If a note was signed without switching sections, the current section changes did not save.
• Fixed - All columns on screen were not being printed in the printout of the appointment reminders .
• Enhancement - Only the provider associated with a note or his/her delegate can modify a user form section within a note that has not been signed. Delegates are able to edit or modify notes for a provider, but cannot sign notes for the provider.
• Enhancement - Data on a user-designed form in a note can be cleared out by clicking on the "Clear All" button.
  
  

QuicDoc 7.01 Service Pack 1 (Mar 15, 2007)

• Fixed - Office Therapy scheduler view showing incorrect amount for patient copay. Fixed and enhanced to display patient copay as well as, any amounts due by responsible parties
• Fixed - Search box for patient in Patient List View loses focus after typing first letter
• Fixed - Error when opening Plan section of Progress note.
• Enhanced- Ability to enter Quick pay amount when sending a session to Office Therapy for all CPT codes whether standard or non-standard
• Fixed - the Discharge Status, Discharge Recommendations and Discharge Summary would not show in the note preview mode
• Fixed - The quantity of a prescription is not listed when printing the prescription on a New York State Form
• Fixed - After signing a note and adding an addendum, the note preview displays the addendum twice.
• Fixed - The Duration and Route columns of the "specific drugs used" section are reversed in the note preview
• Modified - Updated help file with new location of Patient Summary Graph
• Fixed - the QDBackup utility does not restore the Documents to correct location.
• Enhanced- Attachment location under Setup>Preferences>Admin now works. Henceforth all attachments and scans will be saved at this location.
• Fixed - Search for Axis II diagnosis in DSM-IV Diagnosis section does not work
• Fixed - Spell check in the Content/Process section of Progress Note does not highlight misspelled words
• Enhanced - Patient Advisory Leaflets are now added to the Lexi-Comp Drug Reference List (applies only for customers who have a license for the Lexi-Comp Patient leaflets)
• Modified- 'Marital Therapy Note' appeared wrongly as a section for Documentation Setup. This has been removed.
• Enhanced - Vertical scrollbar added to all textboxes in Leisure/Interests sub-section of Risks-Strengths.
• Fixed  - QuicWord word processor not showing more than one page.
• Fixed  - Prescriptions were not merged on patient merge.
• Fixed  - The Day View of the QuicDoc Scheduler would not display the correct date for international locations using the dd/mm/yyyy format
• Enhanced - User created QuicForm files are now included in the backup by the QDBackup utility
  
  

QuicDoc 7.00 Update (Jan 8, 2007)

• Enhanced - NEW - Now you can create your own screens or forms to be used as sections of Notes or Treatment Plans. 
• Enhanced - NEW - Scan documents, Insurance cards, previous records and attach to a patient's record 
• Enhanced - Added ability to assign Delegates to providers. Delegates are able to edit or modify notes for a provider, but cannot sign notes for the provider. Only the provider associated with a note or his/her delegate can modify a note that has not been signed.
• Enhanced - Hot Note can now "float" over main Patient view.
• Enhanced - Added ability in main program - Patient View - to hide patient names (other than selected patient).
• Enhanced - Added ability in Scheduler to hide patient names.   
• Enhanced - Document template fields can be set to 'changeable' and/or set to display gray background color when selected, and will format merged phone numbers. Double-click field when editting template to set or change these attributes.
• Enhanced - Ability to edit custom dictionary for spell checking tool. See Setup..Custom Dictionary.
• Enhanced - E-mail a reminder to patient of appointment from scheduler. When setting appointment, you can send an e-mail reminder. Under Preferences (in Scheduler), you can customize the text of the reminder. 
• Enhanced - Group note text fields now linked to standard and custom dictionary for automatic spell checking.
• Enhanced - Added field for Location of Service field in notes
• Enhanced - QuicDoc Query Tool (used primarily in association with Technical Support now has additional features including a listing of tables and associated fields to assist in generating database queries, ability to print the data results from a query, or 'Send' the data results to an MS Excel spreadsheet.
• Modified - When setting access to other providers for a patient, the list of providers now includes only active providers
• Enhanced - Added ability to hide Sidebar and Toolbar on main screen
• Enhanced - Print prescriptions to approved NY State Prescription. New fields added (e.g. Maximum Daily Dose) to comply with form requirement.
• Enhanced - Group Notes now show on printed facesheet under session history.
• Enhanced - New field to indicate "Risks and Benefits of Medication Discussed"  in Medication entry form
• Enhanced - Recall of opening window size/position when starting program.
• Enhanced - Audit logging of New, Updated, Deleted Appointments in Scheduler 
• Fixed - When double-clicking a patient to add to a group, the patient was made inactive by default.
• Fixed - Incorrect date for note when initiating a Missed Appointment note from the Scheduler week view.
• Fixed - Field size incorrect in  field Problem...As Evidenced By
• Fixed - Last member's note of Group Note doesn't print
• Fixed - Template or merged document formatting not being saved with document when attached to patient record
• Fixed - Repeating appointments skip first date in sequence when the repeating pattern is by month or year
• Fixed - When adding an appointment in the All Provider view and assigning a room, the correct provider for the appointment was not associated with the room appointment
• Fixed - Missed Appointment Note printout does not show Date or Provider
• Fixed - Ability to add or modify service when "Sending Appointment to Office Therapy"
• Fixed - When signing note in Preview mode, preview doesn't refresh
  
  

QuicDoc-Office Therapy Enhancements

• Enhanced - View Appointments created in Office Therapy in the QuicDoc Reminders (Today's Appointments) and in the Next Patient Appointment function.
• Enhanced - Manage Office Therapy appointments and events from QuicDoc. Add/Edit/Delete Office Therapy  appointments and events using the QuicDoc Scheduler, and launch notes from the Office Therapy scheduler view. 
  
  

QuicDoc 5.31 Update (July 28, 2006)

• Enhanced - Group Note print preview now available before sending to printer
• Enhanced - In Group Note printout, Co-Leader signature block is added if there is a co-leader
• Enhanced - Listing of group notes on main patient screen now has same columns as individual notes listing
• Fixed - When scheduling group appointment only active members are listed
• Fixed - In progress note, if Risk Factors are not addressed, section is not added to printout.
• Fixed - common group note does not refresh for all group members if you go back and change it
  
  

QuicDoc 5.30 Update (Jun 28, 2006)

• Enhanced - Added field for Incidental Note for the Time of Contact.
• Enhanced - When typing a patient name for a new appointment in Scheduler, if the patient is not in QuicDoc, you are prompted to add and re-directed to a form to add the patient before scheduling the appointment.
• Fixed - Printout of password from User Setup not printing correctly.
• Fixed - When manually importing providers from Office Therapy, default password that is created for the provider is now encrypted. QuicDoc was creating the password but not encrypting it in the database.
• Fixed - Error 5 when loading latest version of Lexi-Comp Drug Reference (1/2006).
• Modified - When creating patient appointment in Scheduler, the patient's phone number is read in from patient setup information and cannot be entered as before. Thus, if an appointment is repeated and the patient's phone changes, later appointments are associated with the changed number. (Note: If you used these fields to add temporary or alternate phone numbers, now use the Note field)
• Fixed - When 'Sending a record' of a session to Office Therapy, if there is an adjustment or payment on the date of the session, QuicDoc could not insert a record. Assuming that there is not already a charge or an appointment set in Office Therapy for that date, QuicDoc will insert an appointment that can be "power charged".
• Modified - Calculation for Average Time to Intake in Demographics Report and Quality Assurance Report is now based on the average difference between Admission or Intake date and Initial contact date. Before, this calculation used the date of the Intake Note; however, if more than one Intake Note was done for a patient, the average included both Intake Notes.
• Enhanced - Track AIMS scores (see Patient...History...AIMS on main menu)
  

QuicDoc 5.21 Service Pack 21 (Apr 18, 2006)

• Enhanced - Added DAP (Data, Assessment, Plan) Note format. Under Setup..Documentation Setup go to Progress Note and add DAP section.
• Enhanced - Added preference to hide user's schedule to others. Under User/Provider setup, select Exclude from Schedule. User will still be able to see their own schedule, but others won't see theirs.
• Enhanced - added button to show currently selected patient's Disclosures of PHI in PHI log.
• Fixed - Patient list width resizing when Reminders window is active and QuicDoc is restored from minimized state.
• Fixed - Employment/School status not printing in Intake Note if gender of patient not indicated.
• Fixed - Error displaying patient information, under patient setup, where patient's secondary insurance company has been inactivated.
• Fixed - Default CPT doesn't reset in Scheduler when typing to search for patient from list.  
  
  

QuicDoc 5.20 Service Pack 20 (Mar 31, 2006) (**Skipped to V5.20 and SP20 to make version and service pack number consistent)

• Fixed - Type mismatch error when editing a prescription - clicking OK to save when no changes have been made
• Enhancement - Added ability to filter contact hours by Insurance Company - includes group hours
• Fixed - Link to sample datasheet for Lexi-Comp Drug Reference missing - sample datasheets were not included in update
• Enhancement - Added link to QuicDoc Startup Guide from main menu - Help...QuicDoc Startup Guide
  
  

QuicDoc 5.18 Service Pack 15 (Mar 1, 2006)

• Enhanced - added fields under Diagnosis section for Lowest Lifetime GAF and for additional comments
• Fixed - addressed formatting issues for Diagnosis and Content sections in note output
• Enhanced - if an appointment or event is associated with a Room, the same room can be associated it when it is made a repeating appointment or event
• Enhanced - Added Vital Signs and Physical Exam section that can be added to a note
• Enhanced - Substance Use section - added new drop-downs to indicate Nicotine Use and Drug Use (e.g. None, Not Assessed, etc.)
• Fixed - Patient Group Notes listed by Date in descending order to be consistent with other Notes listing
• Enhanced - QuicForms - Check for new forms over the internet and download them from within the program
• Fixed - Under certain conditions, the Patient list "disappears" when restoring QuicDoc from a minimized state
• Enhanced - New Pharmacy List added. Add pharmacies with address, phone, fax and contact information and select from list when entering prescriptions. 
• Enhanced - New fields added for Pharmacy Fax number and Notes when entering prescriptions.
• Enhanced - Send e-mail reminder to patient when scheduling a new appointment in scheduler
• Enhanced - Reminders now shows General Tasks from scheduler and Patient-specific tasks that have not been completed
• Fixed - Appointments listing under Reminders now shows status of cancelled appointments
  
  

QuicDoc 5.17 Service Pack 14 (December 23, 2005)

• Fixed - Accessing of most current appointment data when one user has modified an appointment while another user is in process of editting the same appointment
• Enhanced - Audit tracking now includes logging when a user has viewed patient diagnosis or medications from the main screen
• Fixed - Street addresses of more than one line not wrapping correctly when using the Letter function
• Fixed - Text not printing on form for pages, other than the current page, when printing in QuicForms
• Enhanced - Saving of pane sizes for Patients, Users, Groups, Referral Sources and Insurance Company views
  
  

QuicDoc 5.16 Service Pack 13 (December 12, 2005)

• Fixed - When saving note as an Adobe PDF, the file was not created unless you selected 'Yes' to view in Adobe Reader
• Fixed - Recurring appointments not working correctly on systems using d/m/yy date format
• Fixed - Print preview and printed output sometimes differ (e.g. preview appears ok, but all words underlined on printout, or only bolded sections heading are printed) This behavior has been seen on only a few HP and Dell printers using new print drivers.
• Fixed - Scheduler Report not showing status for appointments cancelled by therapist or provider
  
  

QuicDoc 5.15 Service Pack 12 (November 20, 2005)

• Fixed - CPT or service code not saving for user-defined note
• Enhanced - Print-out of contact List in scheduler's address book now prints contact's cell or mobile phone
• Fixed - Some elements of Psychosocial History not being rendered on printout (Social History-Religious Issues and Legal History-Probation)
  
  

QuicDoc 5.14 Service Pack 11 (November 14, 2005)

• Enhanced - Formatting/appearance of Note - Session and Patient Information areas on first page
• Enhanced - Risk Factors details text length increased
• Fixed - Calculation of Session # when back dating a new progress note
  
  

QuicDoc 5.13 Service Pack 10 (November 1, 2005)

• Enhanced - Added Cell/Other Phone listing to Patient Details screen and to Facesheet
• Enhanced - Expanded Start Time options for calendar to include 10am, 11am, 12pm, 1pm
• Enhanced - Included CPT/Service Code Description in list of Sessions/Notes
• Fixed - Calendar Start-End times did not refresh after checking/unchecking Show non-prime hours
• Enhanced/New Feature - QuicForms can now handle forms using segmented text fields and fill-in bubbles
• Fixed - Military/Legal History not printing out on note
  
  

QuicDoc 5.12 Service Pack 9 (October 25, 2005)

• Enhanced - Added icons/images to note history list when a session note has been signed and when an addendum has been added
• Fixed - All Provider View appointment slip printout printing incorrect date
• Fixed - Provider signature showing twice on a printed note when provider has no supervisor and electronic signatures activated
• Fixed - Spell check now functions in addendum on a signed note
• Fixed - Signature picture (icon) on list of treatment plans not appearing for signed treatment plans
• Fixed -  When you select inactive patient list, the menu entry still refers to showing inactive patients.  Upon clicking it again the list changes to active patients and the menu entry says SHOW ACTIVE PATIENTS.
• Fixed - Under the Previous Medications note section, the printout is labeled "Reason" instead of  "Response to Medication(s)"
  
  

QuicDoc 5.11 Service Pack 8 (October 1, 2005)

• Fixed - Option to include page breaks when batch printing of Incidental Notes
• Fixed - Incidental Notes - print-out does not include Type of Note (e.g. Call from Patient)
• Fixed - Missed Appointment Notes - when batch printing, inserts statement that 'Electronic Signature Pending'
• Fixed - Calculation of hospital days was based on Date of Discharge minus Date of Intake Note and was calculating incorrectly. This calculation has been changed to  Date of Discharge minus Date of Admission from Patient setup
• Fixed - Error sending Prescription if a carriage return appended to patient address
• Fixed - Error when doing Group Notes if text in some of the fields exceeded 255 characters
• Enhanced - Added Grand Total hours for Contact Hour Report
  
  

QuicDoc 5.10 Service Pack 7 (September 19, 2005)

• Fixed - Pick-list of Severity-Frequency of problems in Identifying Information section of Intake Note not drawing from database correctly
• Enhanced - Added Company Name field under e-Prescription setup
• Fixed - e-Prescribe setup now forces uppercase on state field since error occurs when sending a prescription if state is not in uppercase
• Enhanced - When initiating a note from the Scheduler, the patient's default CPT is used if a CPT code has not been entered for the appointment
• Enhanced - When selecting a CPT or service code in Session Info, it now adds the duration from the CPT code list
• Enhanced - Added columns on Note History and Treatment Plan listing to indicate whether the note/plan has been signed and whether there is an addendum - indicated by a pen and paper clip icon respectively.

QuicDoc 5.09 Service Pack 6 (September 9, 2005)

• Fixed - Switching from Inactive to Active Patients and visa versa. 
• Enhanced - Send Diagnosis to Prescription System added
• Fixed - Occasional error when manually importing patients from Office Therapy - "the field is too small to accept the amount of data ..."
• Fixed - Side taskbar links for Compose, Status, Administration, and Account Management not working in Electronic Prescription window
• Fixed - Problem when minimizing secondary browser window in e-Prescription System
• Enhanced - Updated QuicDoc Help File with corrections and to include updated features
• Fixed - Circle fields not being saved properly on some forms in QuicForms
  
  

QuicDoc 5.08 Service Pack 5 (August 29, 2005)

• Fixed - Send Session to Office Therapy - pm start times being changed to am (for example, if session was 9:00 PM, when sending to Office Therapy, it reported it as being 9:00 AM
• Fixed - Repeating Appointment link in All Provider View not working
• Fixed - Print Appointment Slip link in All Provider View not working
• Fixed - Setting Patient word preference to Other (e.g. Student) not saving
• Fixed - Setting Scheduler and Group Access levels for users not saving under some conditions
• Fixed - Error when sending Note to Word Processor - QuicDoc is reporting an "tmprtf.rtf is missing"
• Fixed - Discharge Note not showing Progress Toward Goals
• Fixed - When saving a note as an Adobe PDF file, the file is not created if you select not to display the pdf
• Enhanced - Patient word preference (e.g. Client, Patient) is now applied to labels on screen. Word preference had previously only been used when generating notes and reports.  
• Enhanced - Added fields for Account # and SSN when adding new patient from Scheduler
• Fixed - Error loading All Provider View (invalid use of NULL). Caused by deleteing an Activity added using Activity Scheduler and then deleteing the activity for each attendee rather that selecting Delete for All.
• Fixed - in the print out of the Previous Treatment - Previous Medications section of Intake Note, the label for Response to Medication reads 'Reason' rather than 'Response' 
  
  

QuicDoc 5.07 Service Pack 4 (July 28, 2005)

• Fixed - Deleting a Missed Appointment note did not delete the link to a note in the Appointment Scheduler
• Fixed - Incorrect Note Type assignments (i.e., Missed, Cancelled) when creating Missed Appointment Notes from Appointment Scheduler
• Fixed - Treatment Plan Tracker link when in Treatment Plan was disabled
• Fixed - Label (on session information screen) of note incorrect for user-created note types
• Fixed - Calendar on date selection screen for when discharge criteria met was not displaying
• Fixed - Risks/Strengths section not printing in preview
• Fixed - Suicide/Homicide details not saving under certain conditions
• Fixed - Date spin buttons not functioning on Disclosure of PHI Details screen
• Fixed - Sequence list not clearing after returning from Create Sequences screen when generating note
• Fixed - Error finding file (tmprtf.rtf) when sending note to word processor
• Fixed - Progress toward goals in Dicscahrge Note print-out not appearing
  
  

QuicDoc 5.05 Service Pack 3 (July 7, 2005)

• Fixed - Discharge Information and Family History sections of note not appearing on note preview or print-outs
• Fixed - Non-default Report Headers not printing on note preview or print-outs
• Fixed - Error loading Groups in Group View when all group members made inactive
• Fixed - If all group members are deleted from a group, there is an error displaying groups in Group View. Now you are unable to delete all members. You can, instead, delete the group.
• Fixed - When inserting a text file into the Content section or a progress note, carriage returns were not being inserted.
  
  

QuicDoc 5.04 Service Pack 2 (July 1, 2005)

• Fixed - Error saving interventions if duplicate intervention entered in Problems-Goals/Objectives-Interventions section
• Fixed - View Previous Progress Note function (in Content section) returning incorrect records
  
  

QuicDoc 5.03 Service Pack 1 (June 30, 2005)

• Fixed - Length of Visit and Time, Program Name, and Type of Visit not printing on Progress Notes
• Modified - Font Size of notes changed from Arial 11 to Arial 10
• Fixed - Objectives numbers incorrectly started at #65 instead of #1 when printing Problem-Goal-Objectives section
• Fixed - Label for Patient Name on Next Appointment screen not appearing correctly
• Modified - Menu item on right-click added to be able to delete document template linked to patient. Delete key can also be used when document  is selected.
• Fixed - Error 381 Invalid Property Array when scheduling an appointment in QuicDoc Scheduler. This error occurred intermittently when selecting a patient from the drop-down list.
• Fixed - Note preview not generating some sections (e.g. Diagnosis) when using  user-defined sequences.
  
  

QuicDoc Version 5 (June 22, 2005)

• Group Therapy Notes
• Enter Provider Work Schedules
• Patient Check-in feature for scheduler
• Create Session Notes from the Scheduler
• Customize selection and order of sections for notes
• Create new note types (e.g. Psychiatric Evaluation)
• Quickly view History of Diagnoses and Medications for patients
• Quick Preview for Notes with Search Feature
• View Previous Progress Notes (Content narrative) easily when doing a new Note
• Create Document Templates for merging
• Show listing of insured patient for each Insurance Company in Insurance View
• Show listing of referred patients for each Referral Source in Referral View
• More Pick Lists (e.g. Psychological Tests in Psychological Testing section)
• New Integration features with Office Therapy
   - View a client's ledger in QuicDoc
   - Send a record of a session documented in QuicDoc to Office Therapy for billing
   - View the Office Therapy Calendar in the QuicDoc Scheduler
• - New Windows XP Look-and-Feel
• - Internet-based Electronic Prescriptions (Optional Subscription-based Service)
  
  

QuicDoc 3.90.65 (April 27, 2005)

• Enhanced - Added ability to set Default folder in QuicWord settings to open when opening or saving a document in QuicWord.
• Enhanced - Added Session Number field for Progress Notes. User can 'Calculate' session number or enter it manually.
• Enhanced - Medications on screen and in generated note now are sorted by Start Date of medication (newest medication first).