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Release Highlights

EMR, Patient Engagement & Calendar Enhancements

Synchronization of Calendar Red Line with Realm Time Zone

What's New: We've made an update to align the "current time" red line on the calendar with the realm's time zone instead of the user's local computer time zone.

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How to Use This Update: No specific actions are required by the user to implement this update. The red line on the calendar will automatically reflect the realm's timezone after the update. As a user, you simply need to reference the red line for the current time in the realm's timezone when viewing or scheduling appointments on the calendar.

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Addition of Time Zone Information in Email and Text Calendar Reminders

What's New: Calendar reminders for appointments now automatically include time zone information, providing clarity about the exact timing of the scheduled events.

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How to Utilize It: When scheduling an event on the calendar and configuring an email or text reminder, the system will now automatically include the relevant time zone information in the reminder. This improvement simplifies the process, reduces the need for manual intervention, and enhances clarity for all recipients of these notifications.

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Increased Space to enter Comments in the Deceased Section

What's New: We've made two key changes to the 'Comment' field in the Deceased Modal: the character limit has been increased and the error message has been made more clear.

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How to Utilize It: Access the Deceased Modal through the facesheet, click the menu button at the top right, select "Deceased", and in the pop-up, you can now input a comment up to 200 characters. If you exceed this limit, the system will provide a clear error message guiding you to limit your comment to 200 characters.

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Improved Look and Feel of Patient Engagement Forms & Added Option to Hide Assessment Scores from Patients

What's New: We've improved our Patient Engagement forms to make them even more user-friendly on mobile devices and added an option to hide assessment scores from patients.

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How to Utilize It: When accessing the four mentioned forms on mobile devices, they will be optimized for the mobile view. When using the Form Builder, there's now an option to hide the score from the patient's view when they're filling out the forms.

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See More of Your Calendar at Once with Our New Full-Screen Mode

What's New: We've listened to your feedback and are excited to introduce a new Full-Screen feature for the Calendar. With one click, your calendar view will expand to show up to 8 columns and approximately double the hours vertically, reducing the need to scroll.

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How to Utilize It: Simply navigate to your Calendar and click the new 'Full Screen' icon in the menu. This will expand your calendar view to full screen. All calendar features and functionalities remain available in this mode. To exit the full-screen mode, click the 'Exit Full Screen' option. Enjoy your enhanced, expansive calendar view!

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Addition of "EACH" as a Dose Unit in ePrescribe

What's New: We've introduced a new dose unit option, "EACH," in the ePrescribe feature.

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How to Utilize It: When using ePrescribe to order medications, "EACH" will now appear as an option in the 'Dose Unit' and 'Total Unit' fields.

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Reporting Enhancements

Launch of a Comprehensive Continuing Care Report

What's New: We've created a comprehensive Continuing Care report, designed to enhance communication and streamline the care planning process across Admissions, Utilization Review, Continuing Care, and Business Development teams. As part of the enhancement in order to be able to report on continuing care fields from Form Builder, we’ve added 2 new editor components to Form Builder 'Continuing Care - Current Recommendation' and 'Continuing Care - Anticipated After Discharge'

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How to Utilize It: The Continuing Care report can be accessed through Reports > Continuing Care Report. New editor components - 'Continuing Care - Current Recommendation' and 'Continuing Care - Anticipated After Discharge' - have also been incorporated to extract more details from the Form Builder.

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Enhanced the Aftercare Report with Additional Fields

What's New: The Aftercare Report now has four additional reportable fields: Discharge Type, Admission Service Facility, Admission Level of Care, and Discharge Service Facility. Also, the "Level of Care" field is now renamed to "Current Level of Care".

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How to Utilize It: Navigate to CRM > Aftercare Report to see these new fields. You can sort and filter the report as needed. The "Current Level of Care" field will function just as the previous "Level of Care" field did, but with a clearer label.

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Introduced 'Form Instance ID' for Enhanced Assessment Reporting

What's New: We have added a 'Form Instance ID' to our Assessment Score Report and Assessment Report. This unique identifier allows the system to distinguish between multiple assessments of the same type completed for a patient on the same day, ensuring individual responses are accurately captured and reported.

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How to Utilize It: To use this new feature, simply generate the Assessment Score Report or Assessment Report as usual. In the field selection, you will find a new option: 'Form Instance ID.' Include this field in your report to track individual form completions. Each unique completion will have a different Form Instance ID, allowing for clear distinction even if multiple instances of the same assessment are completed on the same day.

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Integration of 'Level of Care' into AR Report, API, and Billing EOBs

What's New: We've integrated the 'Level of Care' into the AR Report, our API, and Manage EOBs.

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How to Utilize It: To view the Level of Care in the AR Report, navigate to Billing > AR Report. In the API, the Level of Care will be included as a field in relevant data sets. To see the Level of Care in Manage EOBs, go to Billing > Manage EOBs and look for the new column in the table. Please note that the Level of Care reflected is based on the Service Date on the claim.

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Easier Tracking of 2-Factor Authentication in User Reports

What's New: We've added a new field to the User Reports in the Practice Setup. This field, titled "Include 2-Factor", displays whether a user has enabled 2-Factor Authentication for their account.

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How to Utilize It: To see the 2-Factor Authentication status of each user, go to Practice Setup and open the “Users Reports”. Look for the new "2-Factor" field. Here, you can filter to either "Enabled" or "Disabled".

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Improvements to the Accounts Receivable Report

What's New: We've improved our Accounts Receivable report, now including the "Level of Care" along with the existing fields. Additionally, it takes into account both "Billed" and "Unbilled" items, and the "Level of Care" provides a more specific overview of the care provided during a service order.

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How to Utilize It: When generating an Accounts Receivable report, users will now see an added "Level of Care" field for each service order. This field will provide specifics about the type and level of care provided during the service, making the report more detailed and comprehensive.

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Addition of Transaction ID Field in Financials Export File

What's New: We've introduced a new field called "je_line_id" in the financial export files. This field assigns a unique ID to each line item in a journal entry, which assists in connecting related transactions.

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How to Utilize It: This new field is accessible by navigating through the left menu to 'Financials', then 'Accounting Periods', 'View Transactions', and finally selecting 'Export Transactions with Control Accounts'.

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Better Visibility into Scheduled Opportunities with New 'Scheduled Level of Care' Field

What's New: We've expanded the Opportunities Report under CRM to include a new field: 'Scheduled Level of Care'. This new field allows you to better differentiate scheduled opportunities based on the level of care assigned.

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Administrative Enhancements

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Enhanced Experience of Form Set Creation and Added a New 'Copy Form Set' Feature

What's New: We've redesigned the process for creating new Form Sets, streamlining the user interface to improve ease of use and efficiency. We've also introduced the ability to copy existing Form Sets, providing a head start in form set creation.

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To use the copy feature, simply click on the copy icon next to an existing Form Set. This will open the 'create new' interface with a duplicate of the Form Set you chose to copy, which you can then modify as desired. Once you're satisfied with your changes, give your new Form Set a name and save it.

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Telehealth Enhancements

Telehealth: Improved Notification Language for Sequential Therapist Sessions

What's New: We've enhanced the notification language and control labels for sequential therapist telehealth sessions. This upgrade provides more clarity, reducing confusion and miscommunication when a therapist is conducting back-to-back sessions with different patients.

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RCM & Financials Enhancements

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Addition of Newly Added 'Adjustment Type' Dropdown to the Payments Report

What's New: 'Adjustment Type' has been added to the Payments Report, providing an additional data point for analyzing and auditing payment adjustments.

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How to Utilize It: When viewing the Payments Report, you can now see a new column named 'Adjustment Type'.

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Addition of 'Balance' Column in Patient Chart's Claims Table

What's New: We have added a new 'Balance' column in the patient's chart under the Billing > Claims section. This column will display the current Open Balance for each claim line.

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How to Use This Update: To see the new 'Balance' column, navigate to Billing > Claims within a patient's chart. Here, the 'Balance' column will show the current Open Balance for each claim line, offering a real-time snapshot of the claim's financial status. Additionally, in the Columns dropdown above the table, you'll find the option to filter the 'Balance' column in or out, along with the other existing columns for a tailored view.

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Ability to Filter Voided Claims Out of View

What's New: We've added a 'All but Void' filter option to the Claim Status dropdown menu, enabling users to view all claims excluding those voided.

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How to Use This Update: To utilize this new feature, simply select ‘All but Void' from the Claim Status dropdown menu located in the left navigation sidebar Billing > Claims or within a patients' chart in claims. This will present you with a view of all claim statuses, excluding those marked as 'Void'.

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Preventing Voiding of Claims Post-Payment or Adjustment Allocation to Ensure Financial Accuracy

What's New: We've made a change to our claim management system that prevents the cancellation, or "voiding," of a claim after a payment or an adjustment has been made towards it. This update addresses an issue where adjustments and payments made against a voided charge were still showing up in the financial records, leading to inaccuracies. Now, users are stopped from cancelling a claim they've already received payment for or made adjustments to, which could cause confusion or problems. Instead, if there's an issue with a paid or adjusted claim, the correct action is to submit a claim correction.

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How to Utilize It: If you attempt to cancel a claim after a payment or an adjustment has been made towards it, you'll now see a message. The message will read, "You cannot void this claim because payments or adjustments have already been made against this claim." This serves as a reminder of the new rule and guides you towards the correct action if there's an issue with a claim.

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Redirecting Post-Admission Payment Plans to Admissions When Billing Facilities Differ

What's New: We've updated the financial management functionality of our platform to ensure that post-admission payment plans are accurately assigned when a different billing facility is selected. The system will now redirect such payment plans to the correct Admission record, ensuring an accurate reflection of Total Payments on the Claims header.

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How to Use It: Now, when you create a payment plan post-admission and select a different billing facility, the system will automatically redirect the payment plan to the correct Admission record. This action will be reflected in the Allocated/Total Patient Payments field and the Total Payments on the Claims header.

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We've Shifted the Billing Info to the Right on Patient Statements

What's New: We've repositioned the Billing Facility name and address on our Patient Statements. To better protect privacy, the information has been shifted to the right. Now, when statements are mailed in a standard "#10 Single Left Window" envelope, the Billing Facility details will not be visible through the window.

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How to Utilize It: When generating and printing Patient Statements for mailing in #10 envelopes, you will notice that the Billing Facility name and address have been shifted to the right.

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Automatic Update of Collection Status to Closed when Balance is $0

What's New: Now, when allocating funds for both Insurance and Patient remits, if the balance reaches $0, the Collection Status will automatically update to 'Closed'.

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