October 2023 Release Notes

12.13.0.3 - October 31, 2023

Fixed

• Casefiles: Fixed a bug where Casefiles would not generate due to the inclusion of broken Lab Test Requisitions.

1.6.4 Scheduler Release - October 26, 2023

New

• Scheduler Appointment Communications: The recipient field on Appointment Communications templates is no longer required. Instead, if no recipient type is chosen, the communication will not be sent. This behavior is useful for clients who prefer to manually trigger communications from the appointment card. Click here for more information on appointment communications.

• Scheduler List View: We have split the Appointment Subject and Appointment Type into two separate fields on the Scheduler List View and on the export files. 

Fixed

• Appointment Communication Macros: Fixed an issue where the Preferred Name macro didn’t populate for appointment communication texts and emails.
• Find Availability: Fixed an issue where changes to future recurring appointment occurrences allowed the assigned resource to show as available in that time slot on Find Availability.
• Find Availability: Fixed an issue where some users appeared as available on Find Availability when multiple or no locations were selected.

12.13.0.1 - October 24, 2023

Fixed

• Lab Orders: Permissions on medical test orders for labs have been restored for records-admins.

12.13.0.0 - October 24, 2023

New

• API: API users can now use the optional parameters patient_process_id and evaluation_content on Evaluations to retrieve smaller data subsets.
• API: API users will now be able to retrieve Patient Medications.

• Billing: Added a new configuration screen under Settings > Billing > Warnings and Errors, allowing facilities to switch any existing yellow dot warnings into red dot errors. Facilities can also turn off any yellow warnings that do not apply. For a detailed walkthrough, check out this article. 

  • Note: This feature is in beta and only available to select clients.
• Billing: Added a new search parameter for warnings and errors to the billing report. Users can now configure the report to only return items that need attention or only items that are ready for transmission. For more information on the billing report, click here.
• Billing: Added the ability to select and deselect all items in the Do Not Bill Report. Check out this article for more information on the Do Not Bill Report.
• Billing: Enhanced billable ancillary evaluation forms that are configured to auto-populate the billing rendering provider by Care Team so that they pull the right provider on unsigned documentation even if the Care Team was documented after the billable form was created. Click here for more information on billable evaluations. 
• Billing: Implemented a minor performance enhancement for the billing report.
• Billing: Overhauled the Codes tab in the Billing Settings to be more user-friendly and intuitive. Click here for more information.
• Billing: Removed the wait time when applying “default” diagnosis codes to billable items.
• Billing: The Batch Report export to Excel and .csv now will correctly match the billed items returned from the batch search.
• Billing: The billing provider will no longer be cleared when switching to another ancillary konnector for customers using ancillary konnectors to switch transmission locations. For more information on ancillary konnectors click here, and for information on billing reports click here.
• Billing: There is now an asterisk indicating that a Termination Date is required for insurance plans that are labeled as inactive. Click here for more information.
• Billing: We have split the existing “No Clinical LOC assigned” red dot error that appears on per diem items into two different messages to better reflect the state of the patient. Now, if there is no payment method documented on a patient, per diem item errors will say “Payment method is missing.” The “No Clinical LOC assigned” message will only appear when a private pay or non-insurance payment method is documented and the clinical LOC is missing on the patient chart. Click here for more on errors. 
• BI Data Extracts: Added the ordinal_position column to all data extracts that indicate the order/column number of a field in a DX extract. For more information, check out this article.

Fixed

• Billing: Fixed an issue that prevented the usage of the billing provider search parameter on the Batch Report.
• Evaluations: Fixed an issue with the CIWA-B form field where it displayed the same value twice in the Read Only view.
• Notifications: Fixed an issue where users were receiving birthday notifications for patients across all locations, instead of just the location for which the notification was configured.
• Nurse Review Dashboard: Fixed an issue where PRN Action orders had to be nurse-reviewed before they could be administered in the MAR.

12.12.0.6 - October 12, 2023

Fixed

• API Transfers: Fixed a time-out error some clients experienced when accessing the Incoming tab to accept transfers.

1.6.3 Scheduler Release - October 12, 2023

New

• All Patient Contacts included for Scheduler Appointments: Now, instead of just Guardians or Guarantors, all contacts listed on the patient’s facesheet can be included in appointments on the Scheduler. Click here for more information.

• New Click Here hyperlink for Appointment Communication: We have changed the Zoom telehealth link sent out in text and email communications to show as a “Click Here” hyperlink instead of the Zoom string link.

• New Macros for Appointment Communications: We have added several new macros to the Appointment Communication setup screen to give even more customizability for emails and text messages. Users can add macros in the Email Subject line as well. Check out this article for more information.

• Resource Day View: We will now show each individual Resource Schedule when multiple resources are chosen on the Resource Day View. Click here for more information on the Resource Day View.

• Start Time and End Time Selection Change: We have changed the way the start and end time selection occurs. Users will now type in the desired hour and minute times instead of selecting them by clicking on the clock.
     

• Single Instance Calendar Appointment Migration Location Assignment: We added a new feature to the Appointment Migration screen for Single Instance clients. This option will allow the Super Admin or user with the Manage Scheduler Settings to choose which default location to apply for all appointments where a location was not specified. For more information on the Appointment Migration process, click here.

Fixed 

• Add Group Schedule/Session: Fixed an issue where the current assigned Group Session Schedules or Individual Occurrences were not displaying on the Add Group Session screen.

• Appointments Missing Patient Name: Fixed an issue where some Pre-Admission Charts with Scheduler Appointments assigned were deleted, but the appointment still showed for the Resource with the patient field blank.

• Scheduler Patient Name Search: We have made changes to the Scheduler patient search so that a user can type any part of a patient’s first, last, or preferred name in the field and receive accurately filtered results.

• Starting Zoom Meetings after Appointment Time: Updates have been made so that users can still start a Zoom meeting even after the scheduled end time has passed.

12.12.0.5 - October 10, 2023

Fixed

Evaluations: Fixed an issue where users added via the Add Signers button were not able to access the edit view of the document and therefore could not sign it.

12.12.0.4 - October 9, 2023

Fixed

• MAT Orders: Fixed an issue where creating a Special Take Order caused a 500 error.

12.12.0.3 - October 5, 2023

Fixed

• Settings: Fixed 500 error in the Kipu Account tab under Settings.

12.12.0.2 - October 5, 2023

Fixed

• Evaluations: Fixed an issue where the points_total field did not show the correct total score and was displaying 0.0.

12.12.0.1 - October 4, 2023

Fixed

• Billing: Fixed an issue that caused a backend error pop-up to occur when viewing the Billed Report or tab.

12.12.0.0 - October 4, 2023

New

• API: Users will now be able to include an optional parameter to retrieve a list of patients a user is restricted from seeing.
• Billing: We made enhancements for customers reviewing MAT Billing billable items so that the dosing display accounts for combination medications to reflect the correct dose amount.
• ICD-10 Codes: The ICD-10 codes for 2024 were automatically updated in all instances in preparation for the October 1st deadline.
• Labs: An enhancement has been made so that medical test order reviews for labs that have failed due to high volume will be automatically reprocessed.
• MARs: Fixed the loading and display of Med Log tables and forms.
• Pharmacist Review Dashboard: Added a “(discontinued)” label to discontinued orders in the dashboard view to make them easier to identify. For more information on the Pharmacist Review dashboard, check out this article.
• Portal: Made minor aesthetic consistency improvements for mobile users of the portal.
• Portal: We have updated the login experience for portal users who have access to multiple charts or patients. Now users will log in and automatically be taken to the most relevant chart (e.g. the chart in the current census or the most recent chart). In the past, when a portal user logged in, they would be taken to the original chart and have to switch to the newer chart to complete documentation. 
• Portal: Portal invitations (and other portal emails) can now use Location, rather than Company, information. That includes the name, phone, and logo used in the email’s subject and signature.
  • To select which information to display, users with Manage Portal Settings will navigate to Settings > Portal > Location Settings and set the toggle to the desired option for each location. If disabled, the Company information will be used. If enabled, the Location information will be used. Click here for more information.
  • The values for the email signature populate from Settings > Company (from either company or location details), and Super Admin users can easily update it there as needed. Please note, that both for company and for location names, the alias is used whenever available.
• Target Body Weight (TBW): The new feature “Manage Target Body Weight” is available for clients who have enabled the Target Body Weight feature.
  
  • When enabled, the user can enter and modify information in the Target Body Weight field in evaluations and rounds, and on the Doctors Orders tab.
    
  • When the user has this feature disabled, the Target Body Weight field will be greyed out (users will still be able to document weight and height as needed).
  • This role will be enabled for eligible users by default to achieve parity with the current functionality. We encourage Super Admins to review users with this permission and unassign this role from users who do not need it under the Manage Roles tab. Click here for instructions on assigning this role, and here for instructions on sharing files and documents.

Fixed

• Billing: Fixed an issue that prevented the deletion of evaluations if the evaluation name contained special characters.
• Billing: Fixed an issue that prevented users from sorting the Do Not Bill Reason column on the patient’s Do Not Bill tab.
• Billing: Fixed an issue that prevented users from sorting the Do Not Bill Reason on the Do Not Bill report.

12.11.0.9 - October 3, 2023

Fixed

• Billing: Fixed an issue specific to MAT Dosing billing that prevented doses from appearing even if their dispense date was not set to the future.