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Mount Whitney Prerelease Notes

We are excited to announce that the Mount Whitney Release has been tentatively scheduled for the week ending Friday, April 2nd!

This release will occur on or after Wednesday, March 31st.

These are the features and enhancements that may be included in the Mount Whitney Release. Please note that this list is subject to change.

The prerelease notes are essentially a summary, or abstract, of the release notes that will be published the day of deployment. If you read the prerelease notes and not the release notes, you will miss details regarding major features, as well as minor changes and defect fixes that cannot be published this far in advance of a release.

  • These items are currently undergoing testing for quality assurance. If our QA team deems an item unfit, it will not be released. This means that we might not release everything on this list.

  • To avoid surprising you, we will not release any major change that is not on this list.

  • We will still publish full notes on the day of the release. Here’s what you’ll find in those that you don’t see here:

    • A complete list of the features and updates that were actually released

    • Detailed instructions on how to use new features

    • Bug fixes and defect fixes

    • Minor tweaks to the UI that improve the user experience without substantially changing it


The MediTract CLM User Guide ( is being reorganized into a user-friendly knowledge base. Here are a few of the improvements you’ll see:

  • Topic-based pages

  • Better searching

  • Appendices containing information beyond the scope of how to do a thing

If you’ve bookmarked any pages in the online user guide, these updates will break those bookmarks. We promise to make it worth it!

Open Review

Open review will facilitate increased flexibility and fluidity in the Document Negotiation Phase.

  • A Reviewer or Approver will be able to edit the documents and save their changes, then leave the workflow without submitting their review or approval.

  • While that user is editing the workflow, it will be unavailable, i.e. locked, to other participants.

  • Once the user has navigated away from the workflow, it will unlock.

  • This will allow another Reviewer or Approver to start editing without having to wait for the other participants to submit their review or approval.

New Document Editing Features

The in-app document editor is being upgraded to include the following features:

  • Inline commenting

  • Spellcheck

Additional Fields Available in the Worklist

Custom fields will be available in the worklist table, giving workflow participants easier access to information relevant to their workflows.

  • Users will be able to add custom fields via the Additional Columns widget.

  • After adding those columns, users will be able to manage and filter those custom fields using the Manage Columns and Filter Table widgets.

In the initial release of this functionality, sorting will only be available for custom fields that have a single attribute.

Worklist & Contracts List

Improved Performance

PM2-6259 BUG FIX The worklist and contracts list will load faster.

This will be especially noticeable when switching on the Include Previously Completed Items or Include Inactive Contracts toggle.

We are sunsetting the Contract Library feature that limits initially returned search results to the first 500, as this performance improvement renders it unnecessary, even in larger tenants.

New Compliance Modules

These modules will be available for customers who subscribe to them. To learn more about how Pulse Check and Gift Alert can augment your organization’s compliance practices, contact your MediTract CLM customer executive.

Pulse Check: Phase 1

Known as VEF in MediTract Classic

Pulse Check is a powerful surveying tool that helps healthcare organizations fulfill The Joint Commission accreditation requirements and reduce exposure to potential lawsuits.

  • Contract administration staff can build customized survey forms, then send those surveys to vendors and a subset of consumers, like nurse managers, to make sure vendors are operating in safe or efficient ways in accordance with contract terms. 

  • The disclosures that these surveys elicit reduce vendor compliance risks and improve compliance with the Sunshine Act and Open Payments.

  • The surveys help determine if vendors are engaging in unsafe practices before causing harm that may result in litigation.

  • The software can be configured so that a negative response on a survey will trigger an email to people responsible for the vendor, requiring them to formulate a mitigation plan. 

Gift Alert

Known as Accumulator in MediTract Classic

Gift Alert facilitates compliance with the Anti-Kickback Statute and Stark Law and facilitates ease of reconciliation with the CMS Open Payments tool.

  • Users can easily enter non-monetary compensation on their individual provider profiles.

  • The entire system will update to reflect in real time to show the history of gifts and total amount in a calendar year.

  • Should a gift exceed a set threshold (as established by your organization or the nominal amount established annually by the CMS), designated parties will be notified immediately.

  • The ability to report on gifts will make providing proof of compliance simple in the event of an audit. 

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