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Release Highlights
Financials Enhancements
Financials - Adjustment Pop-up Removal and Enhancement of Claim and Payment Processing
What's New?
We've made some changes to our Financials section. We've gotten rid of the Adjustment pop-up. We've also added a new thing called 'adjustment_type' to something called sw_assigned_payment. Now when we make a claim, it'll automatically make an adjustment based on a set rate. Plus, if you remove a payment line, the system will add back a standard claim adjustment.
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These updates make it easier for us to manage our finances and claims. They reduce the chances of us making mistakes and make our financial data more accurate.
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Financials - Chart of Account Export - Add Quotations or change delimiters on text fields as Commas are Causing Text fields to be separated into Multiple Columns
What's New?
We've implemented a formatting change to improve the readability of exported Chart of Account data. To avoid text fields being separated into multiple columns due to the presence of commas, we're now enclosing text fields in quotations or using different delimiters.
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This change makes it easier to read and interpret the exported Chart of Accounts data.
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RCM Enhancements
Integration of Auto-Patient Billing with Single Form Flag in Manage Realms & Form Builder Component: Service Type
What's New?
We've introduced a new flag in our Master Data section - “Auto-outpatient billing with a single form”. With this flag enabled, users can add only one form in the Manage Service section. If an attempt is made to add more forms, the system will show an error notification.
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This will reduce the chances of errors that could arise from assigning multiple forms to a single outpatient service, and improve our billing data's accuracy. These updates enable users to accurately select and manage service types.
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EMR Enhancements
Reporting on Group No-show Rates and Capacity Rates by Facilitator
What's New?
We've enhanced our EMR with a new report, the Group Facilitator Performance Report. This report provides comprehensive data on each facilitator's weekly activity, including the total number of groups scheduled, the number of patients scheduled, the number of group notes created, and the number of group notes completed. For added convenience, the report also provides weekly totals and averages for each service facility.
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These enhancements streamline facilitator management, allowing for improved supervision and coaching. The additional flexibility in session scheduling improves efficiency and accuracy, allowing sessions to be adapted to real-time changes and specific situations. This results in better resource allocation and improved service delivery.
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Reporting on Future Group Room Availability (based on capacity)
What's New?
We’ve added a new report that reflects the future availability of rooms for group sessions. This is determined based on the capacity set for each room. To make this possible, we've introduced the capacity configuration for rooms under the List of Values in the EMR module, a value that will guide the availability and capacity calculations in the Group Session Schedule in Practice Setup.
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These enhancements offer better management and utilization of group session rooms. By setting capacity for each room, scheduling sessions per room, and reporting on future availability, you can ensure optimal utilization of space and prevent issues like double booking or overcapacity. This leads to smoother operations and enhances the overall service delivery to patients.
Update Colors on Columbia-Suicide Severity Rating Scale (C-SSRS)
What's New?
We've updated the color scheme for the Columbia-Suicide Severity Rating Scale (C-SSRS) in the Intake Assessment and Biopsychosocial forms. This change aims to provide a clearer visual understanding of the assessment results.
Where Can You Find This?
You'll see these color updates on the CSSRS assessments
Changes Made:
We've returned to the original coloring for the CSSRS as follows:
Questions 1-5: All "No" answers are displayed in "white"
Question 6: All answers (both "Yes" and "No") are displayed in "white"
Follow-up to Question 6: No changes made – "Yes" continues to be in "red", and "No" remains in "orange"
Why is this Important?
By modifying the color scheme, we aim to make it easier to interpret the results of the C-SSRS.
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Trigger High Score Assessment Alerts upon User Signature and Acceptance in Patient Engagement
What's New?
To enhance patient care and safety, we've made a crucial update to the triggering of high score assessment alerts within Patient Engagement. These alerts, which were previously activated after a user signed the form in the patient's chart, will now trigger immediately after the user signs and clicks "Accept" in Patient Engagement > Pending Forms.
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This change is significant in providing timely attention to patients in critical situations, such as those who are suicidal or experiencing severe distress. This not only enhances patient care and safety but also streamlines the process for users, reducing potential delay or risk of forgetting to sign the form.
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Sending emails with Microsoft Outlook OAth2. Add sending emails with attachments. (Required by Report By Subscription)
What's New?
We've upgraded our system to now allow sending emails with attachments using Microsoft Outlook.
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This is especially useful for users who frequently sends reports and other attachments.
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All Tickets in Release
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Pop-up Release Notes
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SUN-2697 Financials - Chart of Account Export - Add Quotations or change delimiters on text fields as Commas are Causing Text fields to be separated into Multiple Columns
SUN-2679 Implement Auto-outpatient Billing based on Single form and service type
SUN-2678 Integration of Auto-Outpatient Billing with Single Form Flag in Manage Realms
SUN-2677 Form Builder Component: Service Type
SUN-2641 Financials - Adjustment Pop-up Removal and Enhancement of Claim and Payment Processing
SUN-2624 Email Reminders Failing to Dispatch for Newly Scheduled Appointments Post Calendar Update
SUN-2472 RCM - License/Credential Dependent Advanced Rules Overlooked, Defaulting to Non-Dependent Rules
SUN-2432 Trigger High Score Assessment Alerts upon User Signature and Acceptance in Patient Engagement
SUN-2412 Reporting on Group No-show Rates and Capacity Rates by Facilitator
SUN-2411 Reporting on Future Group Room Availability (based on capacity)
SUN-462 Sending emails with Microsoft Outlook OAth2. Add sending emails with attachments. (Required by Report By Subscription)