March 2023 Release Notes

12.3.0.1 - March 29, 2023

• Quick Text (beta): Fixed an issue where browser-based spell-check services were no longer working in the evaluation.

12.3.0.0 - March 28, 2023

Enhanced

• Billing: Private Pay patients can now be billed for per diem services using the Clinical Level of Care. For more information on setting up private pay, check out this article. For a walkthrough on using payment methods, click here.
• Billing: Clients using SFTP Konnectors to automatically upload their HL7 billing transmissions can now define a default billing provider that will be used if no billing provider was selected for a service. Click here for more information.
  • Important
    If you configure existing konnector settings, the new settings will only affect newly created data and will not retroactively apply to the default existing data.
• Billing: Users can now configure billing SFTP Upload Konnectors by location instead of by instance. For more information on using the billing type check out this article. For instructions on setting up the konnector by location, check out this article.
  • Important
    If you configure existing konnector settings, the new settings will only affect newly created data and will not retroactively apply to the default existing data.
• Billing: Users can now hide the place of service dropdown on ancillary billable forms if desired. This behavior can be set for the whole instance or on a case-by-case basis on each ancillary billable template. For further instructions, click here.
• Billing: Optimized the billable item failure message when viewing a batch to better convey the steps needed to resolve the issue.
• Billing: Minor aesthetic changes have been made to improve consistency across the Billing Reports.
• Billing: Billing reports for per diem items with missing authorizations no longer insert a default claim format to avoid confusion.
• Billing: Customers using the Avea Integration no longer need to click the Send to Avea button after documenting a discharge date/time or diagnosis code as this information will automatically be sent to Avea. For more information, see this article. 
• Billing: Ancillary Group Sessions now supports the ability to define a claim format. This update will help clients that have been manually updating the claim format on the billing report. For more information on setting up the claim format for ancillary group sessions, check out this article.
  • Important
    After you configure your template, the new claim format will only affect new group sessions moving forward and will not retroactively apply to existing data.
• Date/Time popup: The UI has been updated so that the Now button is more prominent and does not appear disabled.
  
• Evaluation Templates: All Patient Portal-related settings have been grouped together to improve the user experience. Check out our evaluation templates article for more information.
• Forms: Users can now add diagnosis codes to templates by using the new data_field.patient.diagnosis field in consents, and the Formatted Text field in evaluations. Click here for more on consents, and here for more on evaluations.
• Kipu BI: As of March 30th, we are sunsetting the legacy dashboards. For more information on which dashboards are being discontinued and where to find the data, please check out this article.
• Orders: Users can now mark multiple orders as Continue on Discharge at the same time.
  

  To add multiple orders at once, begin by clicking on Continue on Discharge, then choose the desired orders and select Submit.

  

  Orders marked as Continue on Discharge will display a tag in the order details.

  

  Orders can still be marked as Continue on Discharge at creation or when changing the order:

  

  For more information on orders check out our article on the Doctors Orders tab.
• Portal Documents: We have added functionality that allows users to share forms to the portal in signature-only mode. Super Admins or users with the ability to manage templates can enable the Signature only setting for any form marked as Available in Portal settings (including consents, evaluations, and Kipu Messenger forms).
  

  When the portal user opens the form in their portal account, they will only be able to sign the form. For more information on evaluation templates, click here.

  • Important
    Treatment Plan evaluations will continue to be signature-only for portal users.
• Portal Documents: The Completed column is now the Updated column on the Completed Documents page. For more information on documents in the patient portal, check out this article.
• Portal Notifications: All emails now use the portal user’s first name in the email greeting, as it appears in their user information. Check out our overview article for more information about the portal.
• Registration: The registration process has been enhanced so that the user now has 48 hours instead of 24 to login and register their account. For more information, click here.
• Search: The legacy Search has been updated to accept both 2 and 4-digit years for a patient’s date of birth.
• Settings: Added BI Admin capability to newly created Super Admin users. By default, newly create Super Admin users are now able to share BI dashboards, assign the BI Admin role to other users, and have automatic access to any newly released dashboards. For more information on Kipu BI user access click here.

Fixed

• Billing: Fixed an issue that prevented the red Clinical LOC error from appearing on a billable item for a patient with the non-insurance payment category.
• Billing: Fixed a bug that left a ghost billable item. This issue occurred when a vitals date was changed for a patient with an inpatient authorization that required documentation but where no other documentation was present.
• Evaluations: Fixed an issue where adding allergies to an evaluation form forced a validation check and did not allow the changes to save.
• Group Sessions: Fixed a bug that caused an inactive Delete icon to appear on the Scheduled Group Session and Past Group Session tabs for users who were not Super Admins or Records Admins. This icon will now be hidden for users other than Super Admins or Records Admins.

• Group Session Leader Notes: Fixed an issue where the group notes status did not update to complete after all signatures were obtained.

• Quick Search: Fixed an issue where UK clients were not able to search for a date of birth with only the last two digits of the year.
• Templates: Fixed an issue where the Available for Portal checkbox was not visible on the new consent screen (Templates > Consent Forms > New form).
• Treatment Plans: Fixed an issue where the data didn’t save and bounced the user to the top of the page if there was a specific mix of form fields in the template.
• Users: Fixed an issue for users with the accounts in the Pending status where their Sign In Name was displayed a long series of letters and numbers instead of the expected email address.

12.2.0.6 - March 23, 2023

New

• Billing: Avea Integration customers on V2 can now configure the Unit Billing payor rule with AveaOffice payers. For more information check out this article.

12.2.0.5 - March 17, 2023

Fixed

• Billing: Fixed a bug experienced by clients using the care team per diem variable where the billing provider for the item appeared in the report but was not actually present. This issue caused the report transmission to fail because the billing provider was not present in the database.

12.2.0.4 - March 15, 2023

Enhanced

• Billing: You can now easily see who created a batch when viewing it without having to navigate back to the search page.

• Billing: We have added time to the Date Created column on the Batch Reports.

Fixed

• SSO: Fixed an SSO issue experienced by some users when switching between sandboxes or testing instances and regular Production instances. Users were either unable to access the second instance via SSO (without logging in) and/or were logged out of both instances. This fix improves the way that we match SSO tokens that instances use to more tightly couple the SSO tokens to the correct SSO server (e.g., QA vs Production). Users will now have separate QA and Production tokens.

12.2.0.3 - March 10, 2023

Fixed

• Billing: Fixed an issue that caused a billing provider to disappear from the billing report.

• User Account Registration: Resolved an issue where some users received an error message when attempting to reset their password. This issue occurred when the user hadn’t completed SSO registration before attempting to reset their password from the login page. The system will now check for SSO registration and send SSO registration instructions rather than password reset instructions if the account is not yet registered. In cases where SSO registration for the account has already been completed, it will send the password reset instructions.

12.2.0.2 - March 9, 2023

Fixed

• MAR: Fixed an issue where the Patient Signature button didn’t respond when there were only PRN medications on the MAR.

12.2.0.0 - March 7, 2023

New

• API: Patient Schema and documentation have been modified to include the following data points.
  • preffered_contant
  • maiden_name
  • status (part of insurance_attributes)
• API: A new optional location_id parameter has been added to the following endpoints which, if included in the API call, will only return patients from that location.
  • Patient Census
  • Patient Latest
  • Admissions
• API: Additional parameters have been added to the census endpoint, allowing API users to view the active census during any given time frame.
  • start_date
  • end_date
• API: Modifications have been made to Patient Schema and documentation to include the following data points:
  • preffered_contant
  • maiden_name
  • status (part of insurance_attributes)
• Billing: The billing rendering provider dropdown is now displayed alphabetically.
• Kipu Messenger/Portal (EMR): Clients using Portal can now delete the Kipu Messenger konnector and still use Kipu Messenger forms in the charts of patients enrolled in Portal. Kipu Messenger forms will be relabeled as Legacy Evaluations after the konnector is deleted. For more information on the Kipu Messenger konnector, check out this article. 

• MARs: There is a new section that displays all scheduled PRN medications separately from non-PRN Medications to avoid confusion when administering/observing medications on the MAR.

  Non-PRN medications will be displayed in the Medications section, and scheduled PRN medications will appear in the PRN Medications section. Interval PRN medications will remain under the PRN Medication Available section. For more information on MARs, click here.

  

• Meds Brought In: We have added the Discontinue on Admission option to the Action Taken dropdown for medications brought in by the patient. Selecting this option and clicking Verify will save the record with the tag Discontinued on Admission. To learn more about the Meds Brought In feature, check out this article.
• Orders: When ordering Insulin products, the Units field will automatically default to unit(s) as it is the most common dispensing unit for these medications. The rest of the available dispensing units from the medication database will still show in the dropdown as options for selection. For more information, check out our articles on creating custom medication orders and custom eRx medication orders, as well as our article on creating medication order templates for more information on orders.
• Patient Inventory: We have added the ability to view patient inventory across all patients. You can now view a table with all available patient inventory when you navigate to Inventory > Patients. Users will be able to use the fields next to the Search bar to create filters and click on the column headers to sort the results as desired. Click here for a detailed breakdown.
• Portal (EMR): Users can now edit a portal user’s display name on the portal Account Details page. You can learn more about managing Portal user accounts here.
• Quick Search: The Search feature has been enhanced so that you can search by a patient's date of birth, the last four digits of their Social Security number, or their CID (if activated).
• Reports: Added a new data point for Closed At which shows the date and time the chart was last closed. For more information on reports, check out the articles linked in our Reports Overview.
• Rounds: The settings for Rounds Activity and Rounds Location can now be made location specific in a Master Instance. Users with the role of Super Admin can update these settings as needed. For more information on Rounds settings, check out this article.
• Settings: Added BI Admin capability to the Super Admin role. By default, existing Super Admins will now be able to share BI dashboards, assign the BI Admin role to other users, and have automatic access to any newly released dashboards. For information on Kipu BI user access, click here.
• Templates: Users can now pull patient diagnosis codes onto statement templates. Check out this article for more information on creating statement templates.

• Templates: The Evaluations template has been enhanced with a new modal that displays any other evaluation that is feeding data in through the Pre-Populate with (ID) feature. The Template Connections link is visible if there are active links between the two forms (the form and evaluation items must both be enabled and not have been deleted). When the Template Connections is clicked, a modal will appear showing you the name, ID, and evaluation item of any other evaluations feeding into the template you are on. If you click on the name of the evaluation in the modal, it will open that evaluation in a new window and bring you to the item on the page. For more information on linking evaluations templates, click here.

  

Fixed

• API: Modified Evaluation endpoints to properly return more Evaluation field types.
• API: Updated the Occupancy endpoint to return a true Boolean instead of a string for beds.
• Chart✓: Addressed more scenarios where some items in the patient’s Chart✓ list were out of sync with the actual form’s status in the chart.
• Chart✓: Fixed an issue where the Status filter in patients' charts was not working correctly.
• Consents: Fixed an issue where the Chart Auditor role was able to close revoked consents. Updated behavior so that the option does not even show for revoked consents.
• Evaluations: Fixed an issue where the entries in the Restore tab were not sorting chronologically by deleted date as expected.
• Header/Footer: Fixed an issue where everything displayed as left justified regardless of existing formatting.

• Labs: Fixed an issue where Lab Requisitions sent after 7 pm EST (or 4 pm PST) did not show under Labs > Lab Requisitions tab until the next day. The issue was also fixed for items in Medical Test Orders and Lab Reports tabs.

• Labs: Fixed an issue where the calendar selector for the filter showed NaN instead of days.

• Landing Page: Fixed an issue in the list view where clicking on the Admission Date column did not correctly sort the dates in chronological order.

• Landing Page: Fixed an issue in the list view where the Next Review Date column was not properly sorting patients by their next review date.

• Ledger: Fixed an issue where, after an initial generation, the user could not generate another statement for the patient.
• Manage Users/Profile: We have made enhancements to the Users index page to shorten loading times.
• Occupancy: Updated the Occupancy endpoint to return a true Boolean instead of a string for beds.
• Portal: We have updated the chart order in the drop-down so that the newest charts are now on top for portal users with access to multiple episodes of care.

• PDF Packages: Fixed an issue where Scheduler clients, who had removed old Calendar appointments, experienced errors when trying to create new PDF Packages.

• Reports: Fixed an issue where the Discharges and Average Length of Stay results were showing in the wrong columns on the Operational report.
• Rounds: The settings for Rounds Activity and Rounds Location can now be made location specific in a Master Instance. Users with the role of Super Admin can update these settings as needed.
• Settings: Fixed the issue where deleted consents and templates were not visible in the Restore tab. Super Admin users can now see and restore all available deleted items.
• Templates: Fixed an issue where the Name and Process tab order options were not sorting correctly if a user was on a specific location.
• Users: Fixed an issue where users with the Records Admin role were not able to delete recurring assessments from the Show as Daily Overview screen.

12.1.0.6 - March 3, 2023

Fixed

• CAS: Fixed a recent regression in which some users who use Kipu’s CAS authentication engine were unable to access some instances. This issue specifically affected users who had changed their CAS email and/or were accessing a new instance for the first time.