February 2023 Release Notes

Intake & Executive BI Dashboards - February 28, 2023

Intake BI Dashboard

The new Intake dashboard offers strategic insight into the effectiveness of the intake process, including benefit verification and insurance authorization. The dashboard can be leveraged to identify bottlenecks in the intake process, increase patient satisfaction, and secure timely revenue. Current and historical authorizations can be reviewed and monitored from this dashboard. Authorization information by UR coordinator and authorization run can also be reviewed and monitored from this dashboard. The Intake dashboard incorporates unused days information which is particularly useful when evaluating individuals who have discharged against medical advice. It also allows you to see how much possible revenue was left on the table. The following intake metrics are included:

• Time to Appointment (TTA)
• Prior Initial Authorization Rate
• Number Waitlisted
• Insurance Verification Rate

The new dashboard also includes year over year and month over month benchmarking as well as the ability to drill to detail through filter controls. The Historical Authorization details table can be used to export the underlying data to .CSV files. The newly added Glossary tab allows for KPI definition and calculation transparency. The dashboard is located within the Reports tab under Kipu BI.

Important
If you do not already have access to this dashboard, please contact your BI Admin and request access.

Executive BI Dashboard

The new Executive Dashboard provides a holistic bird’s eye view of organizational health. It is meant to provide summary level data and can be used for executive report out purposes. If a user needs more in-depth details, we recommend that they go to the corresponding dashboard. The following KPIs are included:

• Occupancy Percentage
• Total Admissions
• Total Discharges
• Total AMAs
• Total Readmissions
• Total Appointments
• Total Billable Items
• Total Billable Hours
• Total Unused Days
• Average Daily Census (ADC)
• Average Length of Stay (ALOS)
• Total Census Days
• Cancellation Rate
• No Show Rate
• Attendance Rate
• AMA Rate
• Readmission Rate

The new dashboard also includes month-over-month benchmarking as well as the ability to drill-to-detail through filter controls. The newly added Glossary tab allows for KPI definition and calculation transparency. The dashboard is located within the Reports tab under Kipu BI.

Important
If you do not already have access to this dashboard, please contact your BI Admin and request access.

12.1.0.5 - February 24, 2023

• Billing: Fixed an issue for clients using care teams that caused the care team member to populate as the billing provider on a billable item instead of the ancillary’s designated setting such as the initial signer or last signer.

12.1.0.4 - February 23, 2023

Fixed

• Billing: Fixed an issue that caused the rendering billing provider dropdown to sometimes appear for non-ancillary billable documentation.

12.1.0.3 - February 22, 2023

Fixed

• Users: Fixed an issue where some EMR users were not able to set their new password after their current password has expired.
• Users: Fixed an issue where users did not get locked out after entering passwords incorrectly multiple times. Now the user will automatically get locked on the 7th incorrect attempt to enter the system with the wrong password.
• API: Modified the Fetch Evaluation Endpoints to include new data field and resolve error “undefined local variable or method `meds_text'".

12.1.0.2 - February 17, 2023

Fixed

• Billing: Removed an extra Facesheet validation when clicking Validate Form that would NOT allow users to change the active/inactive toggle manually for insurances with a past termination date.
• Users: Fixed an issue where locked user accounts were not automatically unlocking after 30 minutes.

12.1.0.0 - February 15, 2023

Introducing Centralized Charting

This new feature allows users to add and edit any document from anywhere in the patient chart.

• Clicking the + Document button in the patient header will open a window allowing easy access to any document in the patient’s chart.
• Users can create their own list of favorite documents by clicking the heart icon next to each form.
• Click the + icon next to a form to add it to the patient chart.
• Click the pencil icon to add a copy of the form and jump right into editing.
• The count for each form shows the number of copies present on the patient’s chart. Clicking any row will reveal a list of clickable links to each copy of that form.
• Documents can be searched by name or filtered by tab and type.

For more information about this feature, check out this article.

Also in this Release

New

• Billing: Customers using the integrated Avea solution can now see the insurance termination date on the patient’s face sheet if it was added in Avea. Learn more about adding insurance in Avea here.
• Evaluations: When a template uses the field type check_box with a CSS style of check_boxes_as_list and includes string fields after the options, it will now be left blank instead of saying “n/a” when an option is checked but the string field is left open. For more information on Evaluation templates, check out this article.
• Insurance: We have updated the settings responsible for the insurance’s autocomplete list on the facesheet. Under Settings > Instance, Super Admin users will see a new Facesheet insurance selection setting with four available options that replace legacy settings for Add unknown insurances to payor list, Only allow known insurances and Display Custom Payors List Only.
  • Allow free-typed insurances: Allows the user to select the insurance from autocomplete (including payors configured under Settings > Payors) or free type a custom insurance of their choice.
  • Allow free-typed insurances and add them to custom payors list: Allows the user to select the insurance from autocomplete (including payors configured under Settings > Payors) or type any custom insurance of their choice. When the user types in a custom text, the system will prompt them to choose whether they want to add this as a new option to Settings> Payors or not. We recommend this setting only for the clients using Lab interface without Kipu Billing interface.
  • Only allow insurances from autocomplete: Requires users to select the insurance from the autocomplete. Super Admin can add custom options to the insurance autocomplete under Settings > Payors if needed.
  • Only allow insurances from custom payors list: Requires users to select insurance from one of the options configured under Settings > Payors. This option is recommended for all clients using Kipu Integrated Billing.
    
  • Note
    Facesheet insurance selection is only available when the Kipu Insurance Service feature is enabled. For further information on the autocomplete list, check out this article.
• Login Page: Updated the Sign In button to Kipu Purple with white text, added a new link for Login Help and rearranged the existing links.
  

• Meds Brought In: We have added the Dispense Amount field when continuing medications are brought in by the patient on admission. This field will allow users to create the order with a different dispense amount than the amount listed when initially entered.

  The order created from Meds Brought In will show the Dispense Amount entered in the order details:For more information on the Medications Brought In process, check out this article.

• Portal: For our Scheduler clients who use the Patient Portal, we have updated My Appointments section to include Group Sessions information. Group Session appointments will have a group icon next to them. For more information about the My Appointments section, check out this article.
  
• Portal: Updated layout of My Appointments widget and screen for portal users. For more information about the My Appointments section, check out this article.
• User Export: The CSV export has a new Status column that shows the user’s status. The possible statuses are Active, Needs Verification, Pending, Disabled, and Locked. For more information on exporting users, click here.
• Users: Enlarged the following text in the user profile setup: “All users are required to register an existing and active email address for authentication. Please enter a valid email address and instructions to complete registration will be sent to the user by email.” This change has been made to combat the number of users that are being registered with invalid email addresses. Click here for more information on creating users.

Fixed

• Billing: Fixed a UI issue that caused Avea Konnectors to display duplicated Locations.
• Billing: Fixed an issue where deleting billable ancillary evaluation forms left an unbilled item with no attachment.
• Billing Report: Fixed an issue where users got an error message when they tried opening a patient’s Group Session notes from the Batches tab.
• Login Page: Fixed an issue where certain users were not seeing the Terms of Use when they logged in.
• MAR: Fixed an issue where PRN medications with interval frequencies did not show the PRN label in the MAR history.
• MAR Reports: Fixed an issue where the MARs report was stuck in the Running status and would not complete.
• Meds Brought In: Fixed an issue where decimal points could not be added to the Amount Brought In field.
• Orders: Fixed an issue in Show All Orders where using the Search Orders box did not search results on all pages.
• Orders: Fixed an issue where increasing or decreasing the order quantity using the arrows increased or decreased the quantity by .01 instead of 1. This has been resolved and now the order quantity will change by 1.
• Phases: Fixed an issue where attempting to generate a Phase Metrics report for a month generated results for the previous month instead.
• Print: Fixed an issue where the patient header was not showing when printing documents.
• Profile Login: Enhanced the profile login under the user’s initial with an error message to indicate when an incorrect password has been entered.
• Reports: Flags: Fixed an issue where the advanced search filter was lost any time a flag was resolved, acknowledged, or canceled.
• Users: Fixed an issue where the fields for creating a new user were stretched across the page.

12.0.0.7 - February 6, 2023

New

• Billing: Updated the Place of Service code to include [10] Telehealth Provided in Patient’s Home everywhere the Place of Service drop-down appears (LOC Settings, Evaluation and Group Session Templates, Evaluation and Group Session Forms, and in the Billing Report Edit Claim window).

• Clinical Outcomes BI Dashboard: We have added a table for average issue score by occurrence to the Outcomes Measures tab. Users are now able to see a breakdown of assessments and the average scores per assessment occurrence for each associated issue. For more information on the Clinical Outcomes dashboard, check out this article.

Fixes

• Billing: Fixed a bug that caused the billing provider to copy incorrectly when clicking Transmit on a Billing Report. This issue only affected clients using the special variable that applied care teams to per diem billable items.

• Billing: Fixed an issue that prevented the use of the Date Filter on billing reports.

• Incoming Transfers: Fixed an issue where users had to click twice to accept a new patient pushed from Kipu CRM or via API and got the following error message: “This facesheet has already been accepted.”

12.0.0.6 - February 1, 2023

Fixes

• Landing Page: Fixed the issue where the custom date range for the Review filter was only working under All Locations and was not showing matching patients under a selected location in a master instance.