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Where to Find it: Navigate to: Practice Setup > Configure Alerts > + New Alert > Select 'Since Discharge' Rule Type
What's New:
We are implementing a new feature that allows alerts to be triggered upon patient discharge. Under 'Configure Alerts', we have added a new 'Rule Type' known as 'Since Discharge'. This rule triggers notifications when a patient is discharged, reminding clinical staff of certain tasks that need to be completed within a specified number of days.
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Separate PRN from Scheduled Medications when administering medications
This enhancement was reverted due to known issues and will be included in a future release.
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Q's: Ability to manage read and edit permissions independently
Where to Find it: Navigate to: Current Medications > Administration Dialog Practice Setup > Users
What's New:
We're making it easier to distinguish PRN (Pro Re Nata or "as needed") medications from regularly scheduled medications. The administration dialog now has two distinct sections:
'Regular Orders' at the top
'PRN Medications' at the bottom
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This visual separation allows clinical team members to easily identify and manage PRN medications. Moreover, all administrations of the same PRN medication, regardless of time, will be grouped together, providing a more organized view.
PRN medications that should not be administered due to reasons such as being expired or scheduled for future administration will be highlighted on the 'Current Medications' screen for immediate attention.
Why It Matters:
This improvement will help prevent potential errors or omissions in medication administration by providing a clearer, more organized view of scheduled and PRN medications. Clinicians can now easily identify which PRN medications need administration, and which should be avoided due to expiry or future scheduling.
Additional Notes:
In addition to visual separation, PRN medications can be color-coded to prevent re-administration or highlight future or expired PRN medications. A key should be provided to understand the color-coding.
Who It's For:
This feature is intended for members of the Clinical Team responsible for administering medications. It will help them to manage and administer PRN and scheduled medications effectively and accurately, enhancing patient care and safety. Please ensure these users are well-informed about this new feature and its implications before enabling it.
Q's: Ability to manage read and edit permissions independently
Where to Find it: Navigate to: Practice Setup > Users
What's New:
We're offering more granularity in setting user permissions for Q's (or Queues). You can now determine user rights to view, document, and edit Q's independently.
In the Users setup, you can now assign the following permission levels:
No Access: User cannot see Q's in the patient chart header or the left menu.
Read Only: User can view Q's in the patient chart header and the left menu, but cannot document or edit them.
Read & Document Q's: User can view and document Q's via the left menu and can view Q's in the patient chart header but cannot edit them.
Read-Write: User can view, document, and modify Q's in the patient chart header and the left menu.
Current permissions will be mapped to these new levels accordingly: if a user has 'Can Change Patient Q's' permission, it will be mapped to Read-Write, and if they don't, it will be mapped to No Access.
Why It Matters:
This improvement offers greater control over user rights, allowing you to ensure that only those with appropriate permissions can document or edit Q's. This minimizes the risk of accidental changes, especially by staff like BHTs who need to view and document Q's but not modify them.
Additional Notes:
These permissions can be set per user, so you have fine control over what each user can do with Q's.
Who It's For:
This feature is aimed at Administrators who need to manage user rights in the system. This new permission granularity provides a more controlled environment, ensuring that users have only the access they need, enhancing security and accuracy. Please ensure the administrators understand these new permissions before enabling them.
Ability to track history on Primary, Secondary and Tertiary Components (Termed Insurance)
Where to Find it: Navigate to: Patient Chart > Menu > Primary Insurance
What's New:
Admins now have the ability to track all changes in various patient information fields and insurance components. This feature records and presents changes including when records are added, deleted, and all field changes within each record on a single component.
Insurance History: In the Primary Insurance section, there is a new "History" button. Clicking this button will open a dialog that displays the history of changes to Primary, Secondary, and Tertiary Insurances. Each insurance specified will be displayed, separated by a header in dark blue bands.
Planned Transfer/Discharge Date History: The system will now store and display the history of changes made to the Planned Transfer/Discharge Date in the patient header.
Patient Date of Birth History: Any changes to the patient's Date of Birth will now be stored and displayed, allowing admins to track all changes.
Patient Name History: The history of changes to the First Name, Middle Name, and Last Name of a patient will be stored and displayed, enhancing the tracking of patient identity details.
Deceased Component History: Changes to the Deceased component, a critical piece of patient information, can now be tracked for record-keeping and verification.
Why It Matters:
This enhanced feature gives Admins a comprehensive view of the history of changes to vital patient information and insurance components, allowing them to easily see who made changes, what changes they made, and when. This added transparency and tracking improves accuracy, accountability, and assists with auditing processes.
Who It's For:
This feature is intended for Admins who need to keep track of all changes made to the patient's information and insurance components in a patient's chart. It will be especially useful for maintaining accurate information, tracking any changes made, which is vital for patient care, billing, and compliance.
Compliance Reporting: Ability to print history on Level of Care and Program history
Where to Find it: Navigate to: Patient Chart > Level of Care > History
What's New:
The new functionality allows Compliance Users to print the history of a patient's Level of Care and Program directly from the history section.
Print Button: In the Level of Care history section, a new Print button has been added in the top right corner. Clicking on this button will bring up the standard print dialog.
HTML Generation: Underneath, the software generates an HTML file, ensuring that the document can be printed in a structured, organized manner for record-keeping and auditing.
Split Program and Level of Care History: There is now the capability to print the history of Programs when using the Split Program and Level of Care feature.
Other Components: The ability to print histories for other components such as Level of Care, Program, form histories, UR component etc, provides comprehensive data accessibility for compliance purposes.
Why It Matters:
With this feature, Compliance Users can now have hard copies of historical data for Level of Care and Program. This is beneficial for compliance purposes, auditing, record keeping and it ensures the ability to verify changes made over time. This helps in maintaining transparency and tracking modificationsoffering more granularity in setting user permissions for Q's (or Queues). You can now determine user rights to view, document, and edit Q's independently.
In the Users setup, you can now assign the following permission levels:
No Access: User cannot see Q's in the patient chart header or the left menu.
Read Only: User can view Q's in the patient chart header and the left menu, but cannot document or edit them.
Read & Document Q's: User can view and document Q's via the left menu and can view Q's in the patient chart header but cannot edit them.
Read-Write: User can view, document, and modify Q's in the patient chart header and the left menu.
Current permissions will be mapped to these new levels accordingly: if a user has 'Can Change Patient Q's' permission, it will be mapped to Read-Write, and if they don't, it will be mapped to No Access.
Why It Matters:
This improvement offers greater control over user rights, allowing you to ensure that only those with appropriate permissions can document or edit Q's. This minimizes the risk of accidental changes, especially by staff like BHTs who need to view and document Q's but not modify them.
Additional Notes:
These permissions can be set per user, so you have fine control over what each user can do with Q's.
Who It's For:
This feature is aimed at Administrators who need to manage user rights in the system. This new permission granularity provides a more controlled environment, ensuring that users have only the access they need, enhancing security and accuracy. Please ensure the administrators understand these new permissions before enabling them.
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Ability to track history on Primary, Secondary and Tertiary Components (Termed Insurance)
Where to Find it: Navigate to: Patient Chart > Menu > Primary Insurance
What's New:
Admins now have the ability to track all changes in various patient information fields and insurance components. This feature records and presents changes including when records are added, deleted, and all field changes within each record on a single component.
Insurance History: In the Primary Insurance section, there is a new "History" button. Clicking this button will open a dialog that displays the history of changes to Primary, Secondary, and Tertiary Insurances. Each insurance specified will be displayed, separated by a header in dark blue bands.
Why It Matters:
This enhanced feature gives Admins a comprehensive view of the history of changes to vital patient information and insurance components, allowing them to easily see who made changes, what changes they made, and when. This added transparency and tracking improves accuracy, accountability, and assists with auditing processes.
Who It's For:
This feature is designed intended for Compliance Users Admins who need to keep physical records track of the all changes made in the Level of Care and Program of a patient. The print functionality also assists in preparing and presenting reports for audits and reviews. It is a critical feature for ensuring compliance and managing risk.
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to the patient's information and insurance components in a patient's chart. It will be especially useful for maintaining accurate information, tracking any changes made, which is vital for patient care, billing, and compliance.
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Compliance Reporting: Ability to print history on Level of Care and Program history
Where to Find it: Navigate to: Patient Chart > Header > Planned Transfer/Discharge DateLevel of Care > History
What's New:
The new functionality allows users Compliance Users to view print the history of changes made to the Planned Transfer/Discharge Date in the patient chart header.
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History Button: A new history button has been added next to the Planned Transfer/Discharge Date control in the patient chart header.
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a patient's Level of Care and Program directly from the history section.
Print Button: In the Level of Care history section, a new Print button has been added in the top right corner. Clicking on this button will bring up the standard print dialog.
HTML Generation: Underneath, the software generates an HTML file, ensuring that the document can be printed in a structured, organized manner for record-keeping and auditing.
Why It Matters:Keeping
track of the changes to the Planned Transfer/Discharge Date is crucial in maintaining transparency and accuracy in patient records. This new functionality allows for better audit trails and record-keeping. It helps users understand how the Planned Transfer/Discharge Date has been adjusted over time and aids in making informed decisions regarding patient care and discharge planningWith this feature, Compliance Users can now have hard copies of historical data for Level of Care and Program. This is beneficial for compliance purposes, auditing, record keeping and it ensures the ability to verify changes made over time. This helps in maintaining transparency and tracking modifications.
Who It's For:
This feature is designed for health care providers, case managers, and administrative staff who manage patient care and discharge planning. It is particularly beneficial for staff who need to review or audit changes to the Planned Transfer/Discharge Date in the course of patient careCompliance Users who need to keep physical records of the changes made in the Level of Care and Program of a patient. The print functionality also assists in preparing and presenting reports for audits and reviews. It is a critical feature for ensuring compliance and managing risk.
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Patient Header: Store and show History on
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Planned Transfer/Discharge Date
Where to Find it: Navigate to: Patient Chart > Header > Planned Transfer/Discharge Date of Birth
What's New:
The new functionality allows users to view the history of changes made to the Patient's Date of Birth Planned Transfer/Discharge Date in the patient chart header.
History Button: A new history button has been added next to the Planned Transfer/Discharge Date of Birth control in the patient chart header.Date of Birth History
Transfer/Discharge Date Dialog: Clicking on the history button will open the Date of Birth History Planned Transfer/Discharge Date Dialog, displaying all historical changes made to the Patient's Date of Birth.Planned Transfer/Discharge Date.
Why It Matters:
Keeping track of the changes made to a patient's Date of Birth is important for maintaining accurate to the Planned Transfer/Discharge Date is crucial in maintaining transparency and accuracy in patient records. This new feature functionality allows for improved better audit trails and record-keeping, making it easier for users to see how and when changes to a patient's Date of Birth were made. It helps users understand how the Planned Transfer/Discharge Date has been adjusted over time and aids in making informed decisions regarding patient care and discharge planning.
Who It's For:
This feature is designed for healthcare health care providers, case managers, and administrative staff , and any personnel who manage patient records. It can help these users maintain accurate patient data and improve the reliability of patient informationcare and discharge planning. It is particularly beneficial for staff who need to review or audit changes to the Planned Transfer/Discharge Date in the course of patient care.
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Patient Header:
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Store and show History on Patient Date of Birth
Where to Find it: Navigate to: Patient Chart > Header > Edit Patient NameDate of Birth
What's New:
The new functionality allows users to view the history of changes made to the Patient's First Name, Middle Name, and Last Name Date of Birth in the patient chart header.
History Button: A new history button has been added in next to the upper right of the First/Middle/Last section in the Edit Patient Name dialog.Patient Name Date of Birth control in the patient chart header.
Date of Birth History Dialog: Clicking on the history button will open the Patient Name Date of Birth History Dialog, displaying all historical changes made to the Patient's First Name, Middle Name, and Last NameDate of Birth.
Why It Matters:
Maintaining an accurate record Keeping track of changes made to a patient's name Date of Birth is crucial for ensuring consistency in important for maintaining accurate patient records and for legal purposes. This new feature allows for better improved audit trails and record-keeping, making it easier for users to see how and when changes to a patient's name Date of Birth were made.
Who It's For:
This feature is designed for healthcare providers, administrative staff, and any personnel who manage patient records. It can help these users maintain accurate patient data and improve the reliability of patient information.
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Patient Header: Show history on First Name, Middle Name, Last Name
Where to Find it: Navigate to: Patient Chart /Opportunity > Menu Header > DeceasedEdit Patient Name
What's New:
The new functionality allows users to track all view the history of changes made to the "Deceased" component in a Patient's Chart or OpportunityFirst Name, Middle Name, and Last Name in the patient chart header.
History Button: A new history button has been added in the Deceased Component. Clicking on this button will display the entire history of changes made to this component.Deceased History Dialog: Once the history button is clicked, the Deceased History dialog appears, showcasing upper right of the First/Middle/Last section in the Edit Patient Name dialog.
Patient Name History Dialog: Clicking on the history button will open the Patient Name History Dialog, displaying all historical changes made to the Deceased component.
Print History: A future improvement will provide the ability to print the history. This is currently under consideration and will be introduced in a separate story.
Why It Matters:
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Patient's First Name, Middle Name, and Last Name.
Why It Matters:
Maintaining an accurate record of changes to a patient's name is crucial for ensuring consistency in patient records and for legal purposes. This new feature allows for better audit trails and record-keeping, making it easier for users to see how and when changes to a patient's name were made.
Who It's For:
This feature is designed for healthcare providers, administratorsadministrative staff, and any staff personnel who manage patient records. It aids in maintaining accurate records and upholding ethical standards related to managing sensitive can help these users maintain accurate patient data and improve the reliability of patient information.
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Ability to track history on Deceased component
Where to Find it: In a patient's Current Medications > Order Meidcation. Must be in a realm without eRx 2.0.
What's New:
We modified the current system behavior to allow the editing of medication names when the "Discontinue and Duplicate" function is used. This aligns the functionality with that of realms using eRx 2.0, where the medication name can be edited in the same situation.
Why It Matters:
This functionality is important to enable healthcare providers to easily adjust medication dosages and types during the medication ordering process, without needing to discontinue and create a completely new order. This aligns with the practical needs in clinical scenarios, for instance, when a patient's medication dosage is increased, but the healthcare provider wants to avoid waste and use the existing medication supply by having the patient take multiple of their current dose: Navigate to: Patient Chart/Opportunity > Menu > Deceased
What's New:
The new functionality allows users to track all changes made to the "Deceased" component in a Patient's Chart or Opportunity.
History Button: A new history button has been added in the Deceased Component. Clicking on this button will display the entire history of changes made to this component.
Deceased History Dialog: Once the history button is clicked, the Deceased History dialog appears, showcasing all historical changes made to the Deceased component.
Print History: A future improvement will provide the ability to print the history. This is currently under consideration and will be introduced in a separate story.
Why It Matters:
This new feature provides an audit trail for all changes made to the Deceased component. Having a history of changes enhances transparency and accountability, ensures accuracy of data, and aids in complying with legal and regulatory requirements.
Who It's For:
This enhancement will primarily benefit clinicians or other medical staff responsible for ordering medications within the system, providing them with more flexibility in modifying existing medication ordersfeature is designed for healthcare providers, administrators, and any staff who manage patient records. It aids in maintaining accurate records and upholding ethical standards related to managing sensitive patient information.
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Ability to mark Group Session Schedule Calendars inactive
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Active/Inactive Toggle Button: Each calendar now includes a button that allows users to easily switch its status between Active and Inactive.
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Inactive Calendar Exclusion: Calendars marked as inactive will no longer appear in dropdown lists where Group Session Schedule Calendars are available for selection. This includes Group Schedules in patient charts and under Practice Setup > Group Session Schedule list. Planned Group Notes creation will also exclude inactive calendars.
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Patient Inventory Reconciliation History
Where to Find it: Turned on at Manage Realms Level. Navigate to: Current Medications Medication Facility Inventory > Choose a Medication > Reconcile Inventory / Reconciliation History
What's New:
Reconcile Patient Medication Inventory: A new feature allows users to reconcile all patient medications, including Active, Discontinued, and Expired ones. During reconciliation, users are required to enter all quantities, and provide comments on adjustments.
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Reconciliation History: Users can view the history of completed Patient Inventory reconciliations by clicking on the "Reconciliation History". The history is listed in descending order by Date (most recent at top), showing the date of the Second Signature, Signed by and Second Signature columns.
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Why It Matters:
Inventory reconciliation of medications is crucial to meet regulatory requirements, ensuring medication safety, and maintaining accurate medication records. This feature provides an efficient, compliant method of reconciling medication inventories, enhancing medication management and patient safety.
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Reconciliation History: Users can now view the history of completed Facility Inventory reconciliations. The history is listed in descending order by Date (most recent at top), showing the date of the Second Signature, Signed by and Second Signature columns. This information ensures the transparency and traceability of inventory reconciliation processes.Dual Signature Reconciliation: The reconciliation process requires two nursing staff members' signatures, creating a record of the manual medication count reconciliation. This compliance measure is essential for maintaining regulatory standards.
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Reconciliation History Dialog: The dialog is optimized to display more content, facilitating better user interaction and information viewing.
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Patient Medication Reconciliation: This feature introduces the ability to reconcile Patient Medication Inventories, similar to Facility Medication Inventories. The process requires dual signatures, ensuring accurate medication count reconciliation and compliance with regulations.
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Adjustments Tracking: Any adjustments made during the reconciliation will be tracked and reflected as a RECONCILE type. This keeps a clear record of changes and provides enhanced transparency.
Loss of Changes Warning: To prevent unintentional loss of data, a warning will be thrown if a user enters a value in Quantity Counted and clicks Cancel.
of changes and provides enhanced transparency.
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Why It Matters:
Reconciling Patient Medication Inventories is an essential process in patient care management. It ensures the accuracy of medication records, supports patient safety, and meets regulatory requirements. This feature will help healthcare providers maintain accurate medication inventories for patients and improve patient care delivery.
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User Permissions Update: The permission 'Edit Received Order' has been renamed to 'Adjust and Reconcile Medication Inventories'. This user permission controls the ability to view and interact with the Reconcile and Reconciliation History buttons.
Facility Medication Inventory Reconciliation: Introducing the new Reconcile button on the Medication Facility Inventory page. This feature allows staff to count each medication in the inventory and enter the count in the 'Qty Counted' column. The system will calculate and display any adjustments needed.
Dual Signature Requirement: The reconciliation process requires signatures from two staff members, ensuring accountability and accuracy of the process.
Change Confirmation: In case of alterations in current quantity of the medications during reconciliation, a warning will be issued to the user. User can choose to refresh the quantities and update or sign and save current counts.and Reconcile Medication Inventories'. This user permission controls the ability to view and interact with the Reconcile and Reconciliation History buttons.
Facility Medication Inventory Reconciliation: Introducing the new Reconcile button on the Medication Facility Inventory page. This feature allows staff to count each medication in the inventory and enter the count in the 'Qty Counted' column. The system will calculate and display any adjustments needed.
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Adjustments Tracking: All adjustments made during the reconciliation will be documented as a type of 'RECONCILE', indicating changes and maintaining accountability.
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Addition of Discharge Level of Care Field: We've added a new field to the Billable report called "Discharge Level of Care". This field reflects the last actual level of care prior to the patient's discharge, replacing the previous practice of pulling the "Discharged" status from the patient header.
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Automatic Population of Discharge Level of Care: This field will be automatically populated with the appropriate level of care data, reducing the amount of manual work required by the biller.
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Export to CSV Feature: You can now export data from the Case Load Tracker directly into a CSV file. This new feature includes a link for easy access and generates a CSV file with detailed column headers.
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Inclusive Data: The CSV file will include data fields such as Assigned To, Patient Name, Level of Care, Admission Date, Discharge Date, Planned Transfer/Discharge Date, Week, Individual Note, Bio Psychosocial, and Total Time. In cases where a field has more than one value, the values are separated by a comma for clarity.
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SUN-2530 Calendar Enhancement
SUN-2075 Analytics Buildout
SUN-2538 Enable Sunwave users to select and apply different color themes in their profile
SUN-2321 Orphan Labs: Bulk Assign and Delete
SUN-991 Alerts: Ability to trigger alerts on Discharge
SUN-1325 Labs: Highlight Lab Results based on Abnormal Flags fieldSUN-1511 Separate PRN from Scheduled Medications when administering medications
SUN-1450 Q's: Ability to manage read and edit permissions independently
SUN-924 Ability to track history on Primary, Secondary and Tertiary Components (Termed Insurance)
SUN-1122 Compliance Reporting: Ability to print history on Level of Care and Program history
SUN-2482 Patient Header: Store and show History on Planned Transfer/Discharge Date
SUN-2481 Patient Header: Store and show History on Patient Date of Birth
SUN-74 Patient Header: Show history on First Name, Middle Name, Last Name
SUN-922 Ability to track history on Deceased component
SUN-1512 Unable to edit medication name SUN-2421 Ability to mark Group Session Schedule Calendars inactive
SUN-2397 Patient Inventory Reconciliation History
SUN-2396 Facility Inventory Reconciliation History
SUN-2395 Patient Medication Inventory Reconciliation
SUN-1558 Facility Medication Inventory ReconciliationSUN-1534 ChurnZero Success Center Integration
SUN-1859 Billable Report: Add field for Discharge Level of Care
SUN-1082 Add Export to CSV Feature in Case Load Tracker with Filter Support
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