February Release Highlights
Group Session Segments
Easily track and record multiple attendance segments for patients within a single group session—perfect for instances where a patient briefly exits for another service before rejoining. This streamlined approach ensures precise attendance tracking, catering to the dynamic nature of group sessions, and improving service documentation.
Learn how to use group session segments.
Casefile PDF Customization
Super Admins can easily tailor the patient information on every PDF casefile page. In addition to the default of name and MR number, you can now add critical details like date of birth, birth sex, insurance names, and policy numbers to meet specific payer requirements effortlessly.
Learn how to customize your PDFs.
Automated Reminders for Group Sessions
Elevate your group session management with reminders designed to boost attendance and engagement!
- Craft customized, timely text and email reminders for every group session, ensuring participants are always in the loop.
- Dive deeper with communication templates tailored to specific Group Session Schedules for more targeted messaging.
- Differentiate your approach with distinct reminders for in-person versus telehealth sessions, all through our intuitive template options.
Learn more about automated reminders.
Quickly Access Scheduler Communications Sent to Clients
View the exact messages sent to clients for both appointments and group sessions with ease. Each sent communication appears as a clickable hyperlink within the Communication tab of any appointment, allowing you to quickly review the details sent to your clients. This feature simplifies tracking and ensures transparency in your communication strategy, enhancing client engagement and service quality.
Learn more about appointment communication.
EMR Billing Updates
- Boosted Performance: Enjoy faster billing reports across multiple locations—making your financial management smoother and more efficient.
- New Status Column: Gain clearer insights with the new Status column in the Billed and Do Not Bill reports. Now, track accurate status updates and view errors directly within the Status column, enhancing your billing accuracy. Learn more here.
- Enhanced Sorting Capabilities: Navigate your billing reports with ease! We've expanded sorting options to help you manage data more effectively. Access these enhancements in the Billing tab of a patient's chart here For a step-by-step guide on billing functions, click here.
- Location Settings Upgrade: Editing in Location Settings just got better! Check out more details here.
Scheduler: Vibrant Appointment Cards in Calendar View
Experience our calendar in full color with appointment cards now displaying in the vivid hue of their respective Appointment Type. This visual upgrade provides an instant snapshot of your day's agenda, streamlining planning and navigation without the need for detailed inspection.
Learn more about Appointment Cards.
Scheduler: Tailored Communication for Every Appointment Mode
Now, effortlessly customize communications for in-person and telehealth appointments. This allows for precise messaging that caters specifically to the nature of each appointment, ensuring clarity and preparedness for your clients.
Learn more about appointment communication.
What's Next for the EMR?
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Scheduler Release 1.7 - February 29, 2024
New
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Create Appointment Communications for Group Sessions: Super Admins and users with Manager Scheduler Settings can now create custom appointment communications for group sessions and group session schedules under Settings > Scheduler > Appointment Communications. Click here for more detailed information. The following items have been added as part of the appointment communications update:
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Customized Appointment Communications for Appointments and Group Sessions: The new Appointment drop-down allows users to assign a communication to Appointments and/or Group Sessions. The new Appointment Type and Group Schedules fields allow for further customization within the selected appointment type. Click here for more detailed information.
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Create Appointment Communications specific to Telehealth or In Person appointments: Use the Communication Type field to specify if a communication is meant to be tied to an In Person or Telehealth appointment. Click here for more detailed information.
- Time-Based Appointment Communications set to a max of three months: Time-based appointment communications can now only be created three months in advance. If a user attempts to set a time-based reminder more than three months in advance, a warning will appear at the point of save. Click here for more detailed information.
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Location-Specific Communication Details: The Communication setup in Scheduler Preferences now displays new fields for Location Address and Reply to Phone Number. This information will be pulled from Location Settings and will automatically reflect updates made there to improve clarity and accuracy. Click here for more communication details, and here for Location Settings.
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View the Actual Communication Sent to the Patient: Each communication sent to a patient now appears as a hyperlink in the Communication section of the appointment or group session and, when clicked, will display the actual communication sent, allowing users to see exactly what the patients can see. You will have options to copy the text to paste elsewhere and resend the communication. Click here for more information on managing appointment communications.
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Appointment Type Color to show on Entire Appointment Tile: The whole Appointment tile will now appear in the color selected for the appointment type in template settings on all Scheduler calendar views. Check out this article for instructions on setting up (or editing) appointment-type colors.
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Client Chart Scheduler Auto-Refresh: When a group session schedule or occurrence is dropped or deleted from a client chart in Scheduler, the screen will automatically refresh and future occurrences will no longer appear.
Multiple Group Session Segments - February 26, 2024
Multiple Group Session Segments is now available!
Using this feature, staff can accurately document when patients come and go from a single group session as many times as needed. The Multiple Group Session Segments feature is automatically enabled and requires no additional permissions.
For step-by-step instructions and a walkthrough of warnings, views, and validations, check out our Multiple Group Session Segments article here.
13.2.0.5 - February 24, 2024
Fixed
- Billing: Fixed an issue for Avea customers that caused transmission issues for billables.
13.2.0.4 - February 22, 2024
New
- Billing: Removed the legacy Transmit Pending Claims button. Please contact support if you have items stuck in the Pending status.
Fixed
- Billing: Fixed an issue where some ancillary outpatient billable items showed the Level of Care Name instead of being blank.
- Billing: Fixed an issue where pre-admission charts with authorizations linked to a Level of Care that did not require documentation would generate billable items before an MRN was documented on the chart.
- Insurance: Fixed an issue for re-admitting patients without chart tracker that prevented an insurance’s type/priority from copying correctly.
13.2.0.3 - February 16, 2024
New
- Billing: Added a new option to the Replace Code payor rule to have the ability to also swap the Claim Format. Check out this article for more details.
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eRx Rcopia: Fixed an issue where users without Doctor, Nurse, or Super Admin roles could not open Rcopia.
Fixed
- Billing: Fixed an issue for the new warnings/errors configuration that caused a line item to be hidden unintentionally if that warning was disabled and you were using the new search parameter.
- Fax to Pharmacy: Fixed an issue where warnings were not readable in faxes.
- MAT: Fixed an issue where closure date’s doses that were not dispensed did not display in the MAT Log.
- Orders: Fixed an issue where order details displayed incomplete information for orders that were submitted with duplicated administration times.
13.1.0.23 - February 16, 2024
New
- Billing: Added a new option to the Replace Code payor rule to have the ability to also swap the Claim Format. Check out this article for more details.
Fixed
- Billing: Fixed an issue for the new warnings/errors configuration that caused a line item to be hidden unintentionally if that warning was disabled and you were using the new search parameter.
- Fax to Pharmacy: Fixed an issue where warnings were not readable in faxes.
- MAT: Fixed an issue where closure date’s doses that were not dispensed did not display in the MAT Log.
- Orders: Fixed an issue where order details displayed incomplete information for orders that were submitted with duplicated administration times.
13.2.0.0 - February 14, 2024
New
- Billing: Improved performance on the billing report for clients that have a large number of locations.
- Billing: Implemented a new Status column for the Billed and Do Not Bill reports which provides more accurate status information on the item that was transmitted. Errors will also appear in the Status column instead of the Claim ID column. For more information, check out this article.
- Billing: Updated the the Billed and Do Not Bill reports to support sorting on more data elements. These changes apply to the Billing tab of a patient's chart, which can be found here. However, for a walkthrough of billing functions, click here.
- Billing: Upgraded the Editing pop-up in Location Settings. For more information, click here.
- Billing (Avea): We have added support for Plan Type and Plan Class if configured in Avea.
- Outcomes: The outcome assessment Recovery Assessment Scale 24-item (RAS-24) is now available. For a complete list of available outcome assessments click here.
Fixed
- Billing: Fixed an issue for clinical LOC for private pay or non-insurance patients that prevented the correct level of care billing data from being applied to the billable item.
- Billing: Fixed an issue that prevented RD=OFF levels of care from working with clinical LOC for private pay or non-insurance patients.
- Billing: Fixed an issue that caused the wrong LOC to stay on a billable item if the clinical LOC is deleted for private pay or non-insurance patients.
- Billing: Fixed an issue if there were two clinical LOCs with the same start date to have tiebreaker logic to choose the more recent logged date/time for private pay or non-insurance patients.
- Billing: Fixed an issue that caused a 500 error when changing the default sort order on the Diagnosis Codes tab on the patient’s billing chart.
- Care Manager: Fixed an issue where text entered in the Care Manager modal fields didn’t wrap correctly and pushed the action icons off-screen.
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Chart✓: Fixed an issue where some Chart✓ items were in the Not Created status even though the forms were created in the chart already.
- Note: If you change the version of the evaluation or consent template, you need to update Chart✓ template as well. Additionally, templates with identical names are still different templates, so to make sure your Chart✓ works reliably, we strongly recommend using unique form names.
- Evaluations: Fixed an issue where copy-pasted text was inserted at the end of the text box for some clients using Macs (e.g., MacBooks/iMacs).
- Evaluations: Fixed an issue where the Populate with Forms functionality skipped Legacy Evaluations.
- Facesheet: We have added the current year to the Date of Birth year drop-down to improve the experience for our clients with newborn babies in treatment.
- Group Session Templates: Fixed an issue where some group session templates could not be disabled even after all active clients had been removed from the occurrences.
- Inventory: Fixed an issue where NDC numbers were not being included when the inventory was exported to a .CSV file.
- MAT Callbacks: Fixed an issue where multiple callback dates were generated for the same patient.
- Notifications: Fixed a broken link in some emails sent to EMR users.
- Physician Review Dashboard: Fixed an issue that caused some users to receive an error when signing orders from the dashboard.
- Portal (EMR): Fixed an issue where the user’s search criteria did not update when switching between packages under Settings > Portal > Portal Packages.
- Quick Search: Fixed an issue where patient chart results did not display in the correct order. The latest chart now shows as expected.
- Reports: Fixed an issue with the Group Session Report where the Signed By column displayed the time zone for the instance instead of for the location.
- Reports: Fixed an issue where a single evaluation report for a standard evaluation form with treatment plan items returned an error.
- Settings: Fixed an issue where the Portal tab in Settings was available even though the Portal feature was turned off.
- Templates: Fixed an issue where, in some cases, a form was visible in the Add Form dialog but not on the Templates list.
- User profiles: Fixed an issue where the Primary Licence Number field did not allow special characters.
13.1.0.15 - February 9, 2024
Fixed
- Orders: Fixed an issue where some taper orders displayed incomplete information in the order details.
- Portal: Fixed an issue where Portal users were not able to reuse the Update button in the forms.
- Portal: Fixed an issue where some forms didn’t load for portal users (produced a spinning wheel).
- Signatures: Fixed an issue where users had to make an additional click before entering their PIN.
13.1.0.14 - February 8, 2024
Fixed
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Orders: Fixed an issue where some taper orders displayed incomplete information in the order details.
13.1.0.12-13 - February 7, 2024
Fixed
- Evaluations: Fixed an issue where the Height field in the evaluation form was not sized appropriately, blocking the user from entering or viewing the value.
- Facesheet: Fixed an issue where tags were not saving correctly on the facesheet.
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MAT Queues: Fixed an issue where the Queues Display was not working correctly on Smart TVs and similar devices.
- Note: Due to outdated web browser technology on some Smart TVs, the announcement feature may not work. We recommend using supported up-to-date browsers, and connecting a laptop to a TV display instead of using a built-in TV browser.
- Portal: Fixed an issue where portal users could not edit consent and evaluation forms.
13.1.0.9 - February 2, 2024
Fixed
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MAT Queues: Fixed an issue where the Queues Display user was logged out after 10 minutes and announcements did not play.
13.1.0.6 - February 1, 2024
New
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PDF Packages/Casefiles: We added the ability to customize the patient information that is displayed on the top of every page in the PDF package or casefile. In addition to the default Full name and MR number, Super Admin can now include the patient’s date of birth, birth sex, active insurance names, and related policy numbers. These additional data fields can be enabled from the Instance settings, click here for instructions.
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