Table of Contents
Release Highlights
EMR Enhancements
Prevent Users From Creating Group Notes With End Times Prior to Start Time.
When documenting the Started Time and Ended Time on Group Notes, we will now prevent users from entering an Ended Time that is prior to the Started Time. If the Ended Time entered is prior to the Started Time, a pop-up will appear informing the user that then need to correct the error:
Prior to this enhancement, the system allowed users to create group notes with an end time that was prior to the start time leading to negative impacts on billing and other areas:
This improvement applies to all Group Header Components: Add Group Header, Add Group Header with Patient Time, and Add Group Header With Multiple Patient times.
All Tickets in Release
Bug Fixes
SUN-2167 Calendar-Print User Schedule-Patients in list duplicating (Telehealth sessions with multi user/patients)
Enhancement
SUN-1884 Prevent Users From Creating Group Notes With End Times Prior to Start Time
Pop-up Release Notes
RCM Enhancements
Patient Statements and Ledgers now display the original payment along with the associated adjustment when making refunds.
Patient Statements and Ledgers now display the Payment Date for adjustments.
Export Transactions with Control Accounts now includes the ACH Payment ID or Check Number to make it easier to reconcile accounts. (Financials)
Export Transactions with Control Accounts now uses the Service Date from Census instead of claim. (Financials)
Export Transactions with Control Accounts now includes the Deposit Date as its own column. (Financials)
Revenue Recognition report now includes the Global Rate (Out Of Network rate).
Ability to select ACH as the Payment Type when manually posting insurance payments in Manage EOBs.
CRM Enhancements
Opportunities Timeline now includes Lead activities when the Opportunity was created by converting a Lead.
The getOpportunityTimeline API endpoint now also returns Lead activities when the Opportunity was created by converting a Lead.
EMR Enhancements
Added validation to prevent users from creating Group Notes with an Ended Time prior to the Started Time.
Updated the date-time format for signatures in the Medication Inventory to use 12-hour format and display the timezone configured for the realm.
Added the ability to zoom in to see the calendar at a larger size (Calendars > Menu > Zoom In/Out).
Added the ability to Print Staff Schedule from the Calendar Menu when viewing a User calendar.