Table of Contents

Release Highlights

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How to Use: When editing a service in the Managed Services, use the newly renamed 'Bill Under Legal Entity (Billing Facility)' dropdown. You'll find each billing facility listed as 'Name (Nickname)', like 'ABC Clinic Inc (Case Management)'. This format enhances clarity and ensures the correct billing facility is selected every time.

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CRM Enhancements

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Added Referral Source Contact Info to Facesheet

What's New: The Sunwave facesheet has been enhanced to optionally display the patients referral source contact information.

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How to Use: When creating a facesheet, add the “Referral Sources” component in form build. Click the edit button to be presented with the flag controlling if Referral Contact information is shown or hidden.

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All Tickets in Release

• SUN-3512 Average Length of Stay Report Resolution

• SUN-3506 Copy existing user feature update

• SUN-3493 Referral Performance Report

• SUN-3485 Update Transaction ID Field Name to “Credit Card Transaction ID” in Payments report

• SUN-3481 RCM Reports - Add Service Facility Nickname

• SUN-3475 Treatment Plan Objectives/Interventions rendering via Pt Engagement

• SUN-3473 EMR - Export Form of Revoked Consents

• SUN-3443 CRM - Deleted Referral Sources removed from Reporting

• SUN-3415 Implement Insurance Member ID Inclusion Flag in Header for Export Folder

• SUN-3335 Manage Service - Integrate Billing Facility Nickname to Bill Under Legal Entity list of values

• SUN-3282 Providers - Implement 'Show Deleted Providers' Feature in Practice Setup

• SUN-3269 CRM - Add Caller Relationship to Lead entity

• SUN-3187 PE - Prevent Appointment Invitations on Cancelled Forms Allow Cal Scheduling

• SUN-3146 Initial UI Enhancements for Managing EOBs Story

• SUN-3109 Reports - Service Audit - Freeze header pane

• SUN-3030 EMR - Group Sessions - Remediate Patient's Journey Copy Feature

• SUN-2986 RCM - Aging Report - Introduce Net Balance Calculations to the Aging Report Filtering

• SUN-2865 Users - Labs - Allow Users to View Pending Signatures & Labs

• SUN-2275 Calendar - Generate and Send Appointment Invitation when pt books through PE

• SUN-1447 CRM/EMR - Leads/Opportunities/Face Sheet - Add Referral Source Contact component

• SUN-1186 EMR - Sync Queues and Chart Locking/Unlocking Forms

• SUN-3518 Authorizations Report Discharge Date Filter Resolution

• SUN-2590 CRM - Copy Forms from Prior Admission During Intake Process in a Child Realm

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