December 2023 Release Notes

12.15.0.8 - December 21, 2023

New

• eRx (Rcopia): Changes have been made to the Order chart view of the Doctor Orders tab. If you are using Rcopia, please log in and view the complete release notes here.
• Billing: Added [58] Non-residential Opioid Treatment Facility to the Place of Service library. 

• Orders: Dispense Amount and Refills columns have been added to the Order chart on the Doctor Orders tab. For more information click here.

Fixed

• Facesheet: Fixed an issue where, under certain conditions, insurance_phone could be displayed twice in a patient’s chart.

Portal Packages Release - December 18, 2023

The new Portal Packages functionality allows EMR users to share multiple forms with patients, or their contacts, in just a few clicks.

A user with the Allow Documents Share permission enabled will simply click the share icon anywhere in the chart, select the package, and share with the portal user(s).

Note: All forms in the package should exist in the patient’s chart before sharing.

When a package is shared with the portal user, they will receive an email notification advising them to log in to their portal and review the documents. The user will need to review each form and sign it individually.

To configure the portal packages with necessary forms, users with the Manage Portal Settings or Manage Portal Packages roles enabled must navigate to Settings > Portal > Packages (e.g., Intake package or Releases).

Check the full configuration information in the Patient Portal Packages article.

12.15.0.7 - December 14, 2023

Fixed

• Labs: Fixed the logic that determines whether or not to apply special lab requirements for insurance and also added :bill_to to the HL7 hash for default labs.
• MAR: Fixed an issue where times appeared in the AM/PM format in the MAR for instances using military time.

1.6.6 Scheduler Release Notes - December 14, 2023

New

• Archived Charts: When a chart with appointments and/or group sessions assigned is marked as Archived all the current and future appointments will be automatically removed and any related appointment communications will be triggered as Canceled Appointments. Click here for more information on pre-admission charts.
• Attendees Macro for Scheduler Appointment Communications: There is a new macro called Attendees which will populate based on whether a communication is being sent to a client or resource. This feature allows users to keep the same message format without having to create two separate communications for the client and the resource. For more information on appointment communications click here.
• Client Chart Custom Date Range: We are introducing a new feature to the client chart where users can select a start and end date and then view all appointments and group sessions that occur during the chosen range. Click here for more information.
• Find Availability Search: When searching for available resource times the total number of available time slots has been increased from 20 to up to 99. This field remains editable so each user can choose the number of available time slots they want to see before they. For more information, click here.
• Find Availability Export and Print Options: Users now have the option to export and/or print the results of a Find Availability Search. The filters and the resulting available time slots will be included in the exported or printed versions. For more information click here.
• Group Session Assignment Migration: If there are any differences between the current Scheduler template in the EMR and an older schedule assigned to a client during Group Session migration when Scheduler is enabled, then Scheduler will now allow a user to drop the schedule assignment for that client.
• List View Customization: Users can now customize how the List View is displayed. All List View columns can be enabled, disabled, and ordered as the user desires. These customizations are unique to each user and can be accessed by a new gear icon when a user is in the List View. Additionally, columns for patient email and phone number have been added to the view. Both the Print and Export functions will also respect the customizations made by each user. For more information, click here.
• Resource Schedule for Rooms: Selecting Room Resource from either the Scheduler Calendar or Resource Day Views will display all working hours and activity blocks assigned to that room. To learn how to manage rooms in Scheduler, click here. To learn how to create rooms click here. For information on the different Scheduler views click here.

Fixed

• Archived Charts: Archived charts with appointments and/or group sessions will have their current and future appointments automatically removed. Any related appointment communications will be triggered as if the appointment/session was canceled.
• Resource Schedule: Fixed an issue where certain screen resolutions caused time-out errors when adding activities to a Resource Schedule because the month view of the calendar didn’t load.
• Resource Schedule Activities: Fixed an issue where working hours were duplicated when editing an existing Resource Schedule Activity’s recurrence days.
• Scheduler Communication History: Fixed an issue where the failure reason did not appear when hovering over the Failed status on an item in the Communication History tab.

12.15.0.5 - December 12, 2023

New

• Archive Status Changes: When the Pre-Admission status of Archive is selected on a chart, any current and future Scheduler appointments will automatically be dropped. Click here for more information on Scheduler appointments.
• Billing: Integrated billing clients using CMD or third-party vendors will not see the extra Claims Address information that was recently made available.

Fixed

• Login: Fixed an issue where, after accepting the Terms of Use, users were repeatedly returned to the login page and could not access their instance.
• Reports: Fixed an issue where the First Name and Last Name fields disappeared from available options when running reports.

12.15.0.1 - December 8, 2023

Fixed

• Billing: Fixed an issue that broke transmission if a medication billable item had two or more medications. Transmissions will now complete processing without choosing an NDC instead of failing when two NDCs are detected.

12.15.0.0 - December 5, 2023

New

• Billing: Updated the Payor Rules tab in the Billing Settings to the new styling for consistency. Check out the Payor Rules article here.
• Billing: Integrated billing customers using ancillary evaluations or ancillary group sessions can now add durations to their codes. If durations are added to multiple billing codes that only differ in duration, the system will choose the correct billing code that matches the duration entered automatically. To set up durations, navigate to Settings > Billing > Codes and create or edit billing codes with the desired duration lengths. Click here for instructions on setting up codes.
• Billing: Enhanced billable item logic so that it no longer removes inactive insurance from a billable item if the insurance was active when the date of service occurred.
• Chart Auditor: When a user with the Chart Auditor role force closes a chart, the message will now say “Marked closed by” instead of “marked as complete by” to indicate that the user who closed the document didn’t necessarily complete it. For more information on group sessions click here, for information on the forms tabs (for evaluations and consents) click here.
• Facesheet: New fields for Claims Address have been added. These fields are optional and available for all patient insurance companies. These address fields are not used for billing integrations and this information does not impact eligibility checks completed through VOBGetter.
• Integrated Assessments: We removed the minimum height limit from the Weight/Height modal to accommodate measurements for babies and younger kids. For more information on adding height and weight in integrated assessments click here.
• MAR: We updated the Time column in the MAR to drop the extra 0 in the hour to prevent confusion with the 24-hour format. For more information on the Med Log/MAR tab, click here.
• MAT: Improved the MAT Dose generation process to prevent failures by splitting orders up into smaller tasks. 
• MAT: We have implemented several fail-safes in the back end to prevent dose-generation failures.
• Notifications: To make Notifications management easier for our enterprise users, the Inbox displays all notifications when the user is viewing All Locations. As before, selecting a specific location in the location selector will filter notifications by the chosen location. For more details on navigating your notifications, check out this article.
• Orders: When orders with end dates appear in combined views, the end dates will be displayed. For more information on Doctor Orders, check out this article.
• Outcomes: The Brief Assessment of Recovery Capital (BARC-10) assessment is now available. Click here for a list of all available assessments.

Fixed

• Billing: Fixed a visual issue that sometimes caused the LOC Type to display as Inpatient instead of as Attendance Based for Levels of Care on billable items.
• Billing: Fixed an issue where Payer data was being omitted from Excel/CSV exports of the Billed Report
• Billing: Fixed an issue where the date range search parameters reset if a previous search did not return results.
• Billing: Fixed an issue that prevented users from viewing more than 20 rows on the Location Settings tab.
• Billing: Removed the ability to select Care Plan Team as an option for Billing Provider Autopopulation on ancillary group session templates.
• Billing: Fixed an issue that caused some rows to not display on the Settings > Billing > Location Settings page.
• Census Export: Fixed an issue where inactive insurances appeared in the export.
• Chart Summary: Fixed an issue where consent forms did not appear in the Chart Summary if they were in progress.
• Evaluations: Fixed an issue where the evaluation form suddenly shifted to another area while the user was editing the text field or checkboxes. The issue was mostly happening in forms with conditional_question field(s).
• Evaluations: Fixed an issue where the unit of time auto-updated from minutes to hours if the same value was entered for the start and end date/time.
• Facesheet: Fixed an issue where the contact’s fax number did not appear in the read-only view of the page.
• MAT Reports: Fixed an issue where the Missed Doses report showed inaccurate consecutive days missed.
• Orders: Fixed an issue where some orders were not marked as reviewed after being signed.
• Patient Chart: Improved performance and load time for tabs that have a larger number of forms.
• PDFs: Fixed an issue where images (such as patient photos, company logos, etc.) did not display correctly when generating a PDF.
• Portal: Fixed an issue where the My Appointments widget did not appear for portal users of some clients using Scheduler.
• Portal: Fixed an issue where Portal users of certain clients using Scheduler couldn’t see Telehealth information in the My Appointments widget.
• Portal: Fixed an issue where the patient’s legal first name was used instead of the preferred name in Portal emails (including invitations) and as the Portal account display name. Moving forward, if the patient has a preferred name, the system will use it for the Portal invitation and when creating a portal account.
• Reports: Fixed an issue where discharged patients appeared in Rounds Intervals and Rounds Observations reports in intervals that occurred after their discharge date.
• Settings: Fixed an issue where pagination buttons were not visible in the Evaluation Templates and Consent Form Templates sections of the Restore tab.

12.14.0.3 - December 2, 2023

Fixed

• Scheduled Reports: Fixed an issue where the operational report Length of Stay (UR) didn’t generate the correct results. Now this report will be generated based on konnector’s date range and criteria rules, the same way other reports do.