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Date

January 15, 2025

Issues

17 Issues

Table of Contents

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Release Highlights

CRM Enhancements

Manage Opportunities - New Search Parameter - Target Date

What's New: A new search option has been created in the CRM → Opportunities screen, Require Target Admission Date.

Why It Matters: Requiring Target Admission Date will remove opportunities from view that do not have a target admission date set. This change allows users to quickly identify opportunities that have Target Admission Dates present and order them based upon the closest or furthest target date, allowing them to create a list of opportunities to work on.

Who It’s For: Admissions Representatives, Admissions Managers and anyone involved in assisting patients through the pre-admissions process.

How to Use: No user action is required, find the new parameter in CRM → Opportunities.

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Require Target Date

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EMR Enhancements

Med Census Dynamic Report - Accommodate PRN’s and Date of Today

What's New: The Med Census Dynamic Report has been enhanced to display PRN MOR/MAR entries and generate a report for the current date.

Why It Matters: This change provides a more wholistic view of the MOR/MAR records of a facility through displaying PRN entries while providing insight into what has happened today.

Who It’s For: This enhancement is for the Director of Nursing, Nurses, compliance professionals and others who need to examine all of the medication observations/administrations that have occurred in a facility.

How to Use: Navigate to Reports → Med Census Dynamic Report. Record entries that are PRN will be indicated with a “Yes” in the PRN bubble. The report can be ran for today by selecting todays date in the date selector.

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Ticket Summary Table

Key

Summary

SUN-5160

Manage Users now displays only family of realms

SUN-5137

Rounding Adjustments

SUN-5095

Collectors Desk - Add Collection Status

SUN-4939

Wave History Displays Post Admit

SUN-4928

Waves from Opportunity Sending when Multiple Users Are Tagged

SUN-4879

Export Forms Package Accommodates PDFs

SUN-4873

Permit Refund of Payment Plan Automated Payments

SUN-4790

Opportunities - Filter by Target Admission Date

SUN-4669

Remediate Service Date on Multi-Page Claims

SUN-4644

Med Census Report - Accommodate PRNs and Today’s Date

SUN-4624

Blackbaud Integration

SUN-4607

Require Date on Revised Treatment Plans

SUN-4509

Limit View When Searching Restricted Patients

SUN-4472

Remediate Partial Refund Display Issue in Patient Ledger

SUN-4366

Permit Multiple Authorization Reviews With Same Next Review Date in Caseload

SUN-3548

Remediate Header Display Issue When Waving From Previous Admissions

SUN-3490

Aftercare Report - Remediate Display of Admission and Discharge Service Facility