Table of Contents

Release Highlights

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."

    

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

    

• 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?"

    

  • 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

What's New: This feature is designed for customers utilizing the Device Authentication feature. It provides designated users with a dedicated interface to view and manage authenticated devices within their company.

Why It Matters: The Device Management Interface allows users to efficiently oversee all devices connected to the system, edit device names and descriptions, track approval history, remove device access, and export data for further analysis. With these tools, you can maintain full control over the devices authorized to access Sunwave, reducing the risk of unauthorized access.

Who It's For: This feature is available to users with "Admin" status or those granted the specific permission "Authorized to authenticate devices/computers."

How to Use It:

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.

EMR Enhancements

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.

CRM Enhancements

CRM - Incoming Calls - Display Phone Call Event Log in Associated Record & Permit Notes

What's New: The Incoming Call modal has been enhanced to now push phone calls into the associated timeline and permit note taking.

Why It Matters: This enhancement allows users to flow through Incoming Calls, associate the phone call to an Opportunity and document any notes on the event of the phone call itself.

Who It's For: This feature is for anyone taking incoming admissions calls in the Sunwave CRM.

How to Use It: In CRM Calls,

Select the Call ID of the phone call being processed.

The Call Processing modal will surface any matching Leads or Opportunities while allowing you to create new

Create a new opportunity or associate the call to an existing one in the matching modal. When the record is open the Call event will be displayed in the timeline with an Action button.

Flow through the action button to leave a note related to the call

Ticket Summary Table