January 2023 Release Notes

12.0.0.1 - January 26, 2023

Fixes

• Medication Reports: Fixed an issue where users could not export report results to XLSX and CSV, or generate a PDF file.

12.0.0.0 - January 25, 2023

Introducing the Messages Availability Feature for Portal

This new functionality brings greater flexibility to our newest portal messaging feature.

• Choose who can communicate with patients and their contacts by assigning the Available for portal messages role to your staff in their profiles. Without this new role, staff members will not be able to send Portal messages to patients/contacts, and the portal user will not see them on the Recipient’s list when composing a new message. 

  

  You can bulk assign this role under Manage Users > Staff > Assign Roles.

• Choose if you want any user with the Available for portal messages role to exchange messages with portal users, or reserve this right for Care Team members only. You can change this setting under Settings > Portal (for master instances, customization by location is also available).

  

  The Care Team Only option will be selected for the instances with My Messages functionality enabled. Care team members will need the Available for portal messages role in order to exchange messages with the portal users.

Note
To set up the Messages Availability feature, users must have the Manage Portal Settings role. The Available for Portal Messages feature and Settings > Portal tab are not visible for regular Super Admins. For more information click here.

Also in This Release

New

• Landing Page: Updated how the Review filter works on the landing page:

  • Today: Lists patients who have the current day set as the most recent Next Review Date an authorization.

  • Tomorrow: Lists patients who have the next day set as the most recent Next Review Date in one of the authorizations.

  • Past Due: Lists patients who have any past day set as the most recent Next Review Date in one of the authorizations. The filter excludes patients with due authorizations marked as Last Coverage Date. Note that the patient’s list view includes one such authorization per level of care for reference.

  • Custom Date Range: When the user clicks on Review and selects the date range, the filter lists patients whose Next Review Date falls within the selected dates.

    • When Only Select Newest Matches is disabled, the filter lists all patients with authorizations matching this date range.

    • When Only Select Newest Matches is enabled, the filter lists only patients with the most recent Next Review Date matching this date range.

  Note: The Review filter is available for users with Super Admin and UR Internal roles (as well as for UR External users). For more information on these filters, see this article.

• Reports: Enhanced the Allergy History report with a column that shows the status of the allergy - Active, Inactive, or Deleted. For more information on History Reports, click here.

Fixed

• Action Orders: Fixed an issue where action orders created with only one occurrence from Quick Orders were created without an end date. 

• Chart✓: Addressed an issue where some items in a patient’s Chart✓ form were out of sync with the actual form’s status in the chart. We have added an overnight task that will update all such items if they get out of sync again.

• Chart✓: Fixed an issue where CSV files exported from Dashboard > Chart✓ included Created By and Updated By but showed the users who modified the Chart✓ template instead of users who added or modified the form in the patient’s chart.

• Chart✓: Fixed an issue where the Status filter on the Dashboard and in patients' charts was not working correctly.

• Chart Summary: Fixed an issue in the Chart Summary table where the time in the Service Time column was displaying in the wrong time zone.

• CRM: Fixed an issue where data was not transferring as expected from the EMR to CRM.

• Flags: Fixed an intermittent issue where users could not add a comment when resolving a flag in the popup dialog because the text box was unresponsive.

• Golden Thread: Fixed an annoyance where selecting a Golden Thread problem from the auto-complete sent the user back to the top of the page.

• Portal (EMR): Updated the way re-admitted/transferred charts connect to existing portal accounts. Previously, in some cases, an EMR user could have shared forms with a portal user in a new chart, but the portal user got a signature error and was unable to sign the form because the connection between the portal user and the new chart was incomplete.

  Now, the readmitted and transferred charts will either automatically connect to the existing portal user or require the EMR user to re-invite them if the system cannot validate all checks for the auto-connect.

• Portal: Fixed an issue where portal users got duplicated email notifications whenever a document was shared with them.

• Reports: Fixed an issue where the Order Template report was taking longer than normal to run.

• Reports: Fixed an issue where the MAR report was stuck in the Running status.

• Rounds: Fixed an issue where the interval counter showed a number larger than the total intervals that had actually occurred.

• Settings: Fixed an issue where Super Admins were getting a 403 Forbidden error when editing a location under Settings > Company. The issue occurred only in locations with HTML formatting in the header or footer fields.

• Settings: Fixed an issue where users could not save a facesheet if the building the patient was assigned to was deleted. We no longer allow Super Admins to delete buildings, rooms, or beds assigned to patients under Settings > Rooms. However, they can still disable old buildings, rooms, and beds that are no longer in use. For more information click here.

• Users: Fixed an issue where new EMR users could not complete the account registration if they reset their password before clicking the activation link.

• Users: Fixed an issue where Records Admins were unable to delete group session notes in the edit view.

11.11.0.7 - January 20, 2023

Fixed

• Billing: Fixed an issue where forms stored for the KipuCRM were not inheriting the new template structure which caused 500 errors.
• Billing: Fixed an issue where some forms still were referring to an old template structure which caused a 500 error when adding to a patient’s chart.
• Billing: Fixed an issue that caused a 500 error when forms were created via recurrence on templates.

11.11.0.6 - January 19, 2023

Fixed

• Forms: Fixed issues that caused a 500 error when using Populate with Forms
  
• Forms: Fixed issues that caused a 500 error when adding an evaluation form from a new template
  
• Forms: Fixed issues that caused a 500 error when accessing certain existing evaluations added prior to 1/17/2023
• Group Sessions: Fixed an issue that caused a System Busy error when starting a group session tied to a Legacy Group Session Template
  
• Group Sessions: Fixed an issue that caused a System Busy error when starting a group session tied to a New Group Session Template

11.11 - January 12, 2023

New

• Attendance Tracker: This feature has been enhanced so that a user can select multiple patients and update their presences, absence reasons (if applicable), and comments in bulk. Additionally, checkboxes have been added to the left of the patient’s photo. You can select patients individually or click the checkbox at the top to select all. The dropdown option will change from Mark All to Mark Selected.  
  When you make a selection, a modal pops up which allows you to add an absence reason (if applicable) and a comment if desired, to all of the checked patients.  
  For more information on the Attendance Tracker, please see this article.
• Billing: Updated the Billing Report terminology from “Rendering Provider” to “Billing Provider" to make the intended usage more intuitive.
• Billing: We have implemented a unique identifier for HL7 SFTP-only clients for charges that third parties can utilize as a duplicate check. 
• Billing: Improved the aesthetic design of billable group session templates to improve intuitiveness and efficiency. For more information on group sessions, click here.
• Billing: Improved the aesthetic design of billable evaluation templates to increase intuitiveness and efficiency. For more information on billable evaluation templates, click here.
• MAT Labels: When using the Dymo Connect driver, the medication names on labels now appear in all capitals and are one point larger than the rest of the fields.

• Nurse Review Dashboard: There is a new Nurse Review dashboard tab, which appears for users with the Nurse and Super Admin roles. All new orders will appear here with the “Pending Nurse Review” status, allowing the nurse to acknowledge that they are administering a new medication order. Additionally, orders can be reviewed individually from the Doctor’s Orders tab of a patient's chart. Only Nurse Reviewed orders will be available for administration in the MAR. For more information about this new dashboard, click here.

• Orders: In Doctor's Orders, if you enter a custom medication strength when when creating an order, you must enter at least one number and one letter to account for Strength + Units per Strength in the field, such as 200 mg, otherwise you will encounter the error message indicated below.
  

• Pharmacist Review Dashboard: We have added a new dashboard for users with the Pharmacist or the Super Admin roles that allows pharmacists to review newly submitted orders and mark them as In Progress or Completed. Dashboard”.  For more information about this new dashboard, click here.

• Portal: We have added default warning text to the Messages reply screen. Portal users are now informed that messages are for non-urgent matters and are advised to call 911 if there is an emergency.
• Portal: We have updated the subject line of all email notifications we send portal users to ensure that they remain consistent and grammatically correct regardless of the facility’s name.
• Resource Center: The purple question mark in the lower right corner of the screen will now include access to browse Help Center articles without ever leaving Kipu EMR!
• Telehealth Usage Template: The Report template has been enhanced with a new option for “Meetings with Participants”. This item will show both the Meeting data and the specific participant information. Each participant, including the group leader, will have a line that shows login information used, when they joined, when they left, and their meeting minutes. If the same participant logs in and out multiple times, they will have an additional line for each period.
  The XLSX export will have two tabs - one for meetings and one for participants. The CSV export will have two separate files that will be zipped together. For more information on the Telehealth Usage Template, click here. 

Fixed

• Billing: Fixed an issue where changing the dates of an inpatient authorization resulted in invalid billable items generated by vitals or MARs no longer covered by that authorization.
• Golden Thread: Fixed an issue where Golden Thread List view reduced an error for some patients. The issue occurred for patients who had one of the evaluations with Golden Thread Problem List deleted.
• Messages: Fixed an annoyance where the user needed to delete searched text in the Recipients field manually when composing a new message. Now the search box will auto-clear after the user selects the recipient.