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SUNWAVE (General) Enhancements

Easier Permission Management with New Role-Based Permissions Template

What’s New: We have added a new "Permissions" tab in the Role setup within Practice Setup. This allows administrators to configure and apply permissions at the role level instead of setting them user by user.

Why It Matters: This update makes it easier and quicker to manage user permissions. By setting up default permissions for each role, admins can ensure consistency and save time, reducing manual work and errors.

Who It’s For: This feature is designed for administrators who manage user roles and permissions.

How to Use It:

  • New Permissions Tab:

    • Go to Practice Setup > Role editing interface.

    • You will see a new tab called "Permissions."

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    • Configure the default permissions for each role here. Notice the +/- buttons so you can expand or collapse by sections.

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  • Applying Permissions:

    • When you add or edit a user and assign a role, you’ll see a prompt: "This role has default permissions associated. Would you like to apply these permissions?"

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    • Confirm to apply the role’s default permissions, or customize further if needed.

  • Multiple Roles:

    • If a user has multiple roles, the system will handle the permissions accordingly, allowing new role permissions to override existing ones if applicable.

  • Admin Control:

    • Only Admins can configure these settings.

Introducing the Device Management Interface for Enhanced Device Authentication

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  1. Navigate to Device Management:
    Go to Practice Setup > Device Management.

  2. View Devices:
    The "Device Authentication Table" lists all approved devices.

  3. Edit Device Information:
    You can directly update the "Device Name" and "Device Description" fields within the table to provide additional context or details about each device.

  4. Remove Devices:
    Click the trash icon next to any device to remove its authorization. A confirmation dialog will appear, prompting you to validate the action before the device is removed.

  5. Export Data:
    Use the "Export CSV" link to download the table's data for offline analysis or reporting.

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EMR Enhancements

Coming soon…

CRM Enhancements

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Facesheet Header - Support Multiple Active Programs

What's New: The patient facesheet header has been enhanced to display all programs a Patient may be enrolled in.

Why It Matters: This enhancement surfaces a more complete picture of the different programs a patient may be in, allowing easier tracking and a more complete picture of the patient.

Who It's For: This feature is for anyone involved in patient care.

How to Use It: No action is required by the user. View the Program field on the facesheet header. To view more than the first 3 values, click and drag.

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CRM Enhancements

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Ticket Summary Table

Issue key

Summary

SUN-4474

Fetching Benefits from Waystar returns JSON Output rather than PDF

SUN-4451

Enhancement to Extract Reports

SUN-4377

Ignore Negative Sign for Debit Payment Type in Allocation Comparison

SUN-4367

Calendar Dynamic Report - Error Rendering Report UI for Specific Patient

SUN-4319

FoRSE Scores Saved Reports Doesn't Load

SUN-4232

Users Receiving Error When Assigning Denial Reason Due to Possible Character Limit Issue

SUN

-4064CRM - Incoming Calls - Timeline - System Call Logs

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Implement Action Button functionality with create comment optionSUN-

3995

Develop Device Management Table for Device Authentication

SUN-3879

EMR - Facesheet Header - Display Multiple Active Programs

SUN-3665

CRM - Incoming Calls - Display Phone Call Log Record in Associated Lead/Opportunity Timeline

SUN-3371

Automatically Include Stock Training Videos in New Realms

SUN-2714

Upgrade Database

SUN-141

User Management - Addition of Permissions Template Tab in Role and User Setup for Streamlined Permission Management