Date | Dec 18, 2023 |
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Issues | 27 issues |
| Table of Contents |
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Release Highlights
API Enhancements
Upgrade to BAI Assessment API
What's New: Choose assessment names effortlessly from a dropdown and leverage new API endpoints for smarter, targeted data retrieval.
Why It Matters: Quickly select existing assessment names and utilize APIs for specific, accurate data pulls, enhancing your efficiency and data accuracy.
Who It's For: Administrators and developers using the BAI Assessment Report API, and form builder users managing assessment names.
How to Use This Update:
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Form Builder Users: Simply pick your desired assessment name from the dropdown list during form creation or updating.
API Users:
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Fetch assessment names and IDs with New Endpoint (1): http://localhost:8080/SunwaveEMR/api/reports/assessment
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RCM Enhancements
RCM Reporting Enhancement: Linking Forms to Services for In-Depth Insights
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Start the Process: Navigate to 'Generated Files', locate the file you wish to fax, and click on 'Send by Fax'.
Enter Fax Number: Input the recipient's fax number.
Proceed: Click 'Next' to move to the next step.
Complete Cover Sheet Details: Fill in the necessary fields on the Cover Sheet, including 'To', 'From', and any 'Comments'.
Choose Your Sending Option:
Select 'Skip Cover Page & Send' if you wish to send the fax without a cover page.
Choose 'Send With Cover Page' to include the filled-in cover sheet as the first page of your fax.
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Users - Copy User Permissions Feature
What's New: Adding new users has never been easier with our most recent Copy User enhancement. Easily copy a pre-existing users permissions into a new user profile.
Why It Matters: Quickly and easily add in new users with all access and permissions they may need to fulfill their responsibilities.
Who It's For: This enhancement is for Sunwave Admins and power users who manage their own Sunwave User list.
How to Use This Update: Navigate through Practice Set-Up → Users and select new user. A new checkbox is present title “Copy permissions from another user”. Input the new users email account into “User Email”. Check the Copy box and select the user you want to reference in the pulldown.
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Calendar Enhancements
Calendar - Dynamic Calendar Report
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SUN-3405 - Facilitating Co-Signatures in MARA
SUN-3366 - RCM Reports - Add Fields to Ad-Hoc, Payments, and Postings Reports
SUN-3357 - Patient Engagement - Treatment Plan Formatting
SUN-3293 - Add "EOB Hold" Field to Claims Ad-Hoc and Payments Reports
SUN-3286 - VerifyTx - Implement persistent authentication for VerifyTx integration
SUN-3248 - RCM - Enhanced Refund and Management Options for Zero-Balance Payment Plans
SUN-3216 - CRM - Opportunity - Define Required Fields for Creation
SUN-3189 - CRM - Accommodate Special Characters for Phone Number Contains special characters
SUN-3148 - RCM - Auto-Hold EOBs (Manual & ERA) based on Threshold
SUN-3121 - Billing - Insurance Providers - CSV Import/Export to Include "Financial Class" Column
SUN-3099 - Financials - Ref Id in the View Transactions Table to link to Edit Claim or Edit Payment
SUN-2985 - CRM - Leads/Opportunities - Enhance Prospect Pipeline Screens
SUN-2958 - EMR - Patient Roster - Add Staff Member & Meeting Room
SUN-2891 - Financials - Export Transactions with Control Accounts need to Include columns for Financial Class and Level of Care
SUN-2796 - Medication Inventory Management - 2nd Signer Password Error
SUN-2752 - Labs - Pending Signatures - Modify column label and add new column
SUN-1282 - RCM - Census - Ability to Link Form to Service for Manual BillingSUN-794 Auth Report - Enhancing OP Insurance Auth Management with ability to Track Units
SUN-479 - Implement 'Fax Cover Sheet' Option in Send Fax Functionality with Configurable Fields
SUN-158 - New Calendar Report (dynamic)