Sunwave 6.15.3

Date

April 20, 2023

Issues

Getting issues...

Table of Contents

Release Highlights

API Enhancements

API: Add Service Facility to results from rest/forms/parentClinic

We have added a new "Service Facility" field to the "rest/forms/parentClinic" endpoint response, providing better context for the returned data and helping identify the Service Facility associated with the form.

Endpoint Improvement:

  • The "rest/forms/parentClinic" endpoint now includes the "Service Facility" field in its response. This field contains the name of the Service Facility associated with the form.

Why this matters:

  • This improvement adds valuable information to the returned data, allowing users to better analyze and understand the relationship between the form and the associated Service Facility.

How to access:

  • When querying the "rest/forms/parentClinic" endpoint, the response will now include the "Service Facility" field, containing the name of the Service Facility associated with the form.


Create API to Retrieve Charges Report Data by Submission Date Including Admission and Discharge Dates

Ticket highlight:

  • Created API to retrieve Charges Report data by submission date, including Admission and Discharge Dates

  • Enables external applications to easily access and utilize updated report data

Feature Improvement:

  • New API endpoint retrieves Charges Report data filtered by submission date range (First Submitted Date and Last Submitted Date)

  • Returns MRI#, Patient Name, Claim Id, Admission Date, Discharge Date, Service Facility Name, Insurance Provider, Member Id, Claim Line Id, Revenue Code, Description, CPT Code, Service Date, Charge Amount, Allowed Amount, Insurance Payment, Deposit Date, Collections Status, First Submitted Date, Last Submitted Date

  • API returns data in standard format (JSON or XML)

  • Includes appropriate documentation, usage examples, and authentication information

Why this matters:

  • Enables third-party applications and integrations to access updated Charges Report data, promoting collaboration and data sharing

  • Allows users to build custom reports, visualizations, or dashboards for improved analytics and decision-making

  • Provides a scalable solution for future updates or enhancements to Charges Report data

How to access:

  • Refer to the provided usage example

  • Authenticate and query the new API endpoint to retrieve Charges Report data filtered by submission date range, including Admission and Discharge Dates


RCM Enhancements

Add MRI# Column to AR Report in Billing Section

Ticket highlight:

  • Added MRI# column to the AR Report in the Billing section

  • Enables easy correlation and tracking of patient billing information with medical records

Feature Improvement:

  • New column for MRI# in the AR Report table, positioned to the left of the Patient Name column

  • MRI# correctly linked to each patient in the AR Report

  • CSV export functionality updated to include the MRI# column in the exported file

Why this matters:

  • Streamlines management and tracking of patient billing information in relation to medical records

  • Enhances usability for billing managers

How to access:

  • Navigate to Billing > AR Report

  • View the new MRI# column next to the Patient Name column

  • Export the AR Report as a CSV file to include the MRI# column in the exported file


Add Expected Rate Column to AR Report

Ticket highlight:

  • Added Expected Rate column to the AR Report

  • Enables easy comparison with allowed amount and other financial data for better analysis and decision-making

Feature Improvement:

  • New "Expected Rate" column added between the "Proc Code" and "Charges" columns in the AR Report

  • "Expected Rate" column included in the CSV when downloaded

  • Correct display of "Expected Rate" data in the new column and the downloaded CSV

Why this matters:

  • Allows users to easily compare agreed-upon rate with actual charges and other financial data

  • Helps identify discrepancies and streamline billing processes

  • Improves overall financial management of the organization

  • Saves time for users by avoiding separate lookup of contracted rates

How to access:

  • Navigate to Billing > AR Report

  • View the new "Expected Rate" column between the "Proc Code" and "Charges" columns

  • Download the CSV to include the "Expected Rate" column in the exported file


Add Admission and Discharge Dates to Charges Report and Ensure Proper CSV Download

Ticket highlight:

  • Added Admission and Discharge Dates to Charges Report

  • Enables better understanding of patient's stay duration and improved billing and insurance claim management

Feature Improvement:

  • New "Admission Date" column added between existing "Claim Line Id" and "Revenue Code" columns in Charges Report

  • New "Discharge Date" column added immediately after the "Admission Date" column in Charges Report

  • "Download CSV" functionality updated to include new "Admission Date" and "Discharge Date" columns, maintaining correct data format and column order

Why this matters:

  • Allows users to quickly identify and analyze patient stay duration, impacting billing, insurance claims, and bed management

  • Helps users easily track discrepancies between service dates and admission/discharge dates, ensuring proper documentation and billing

  • Improves overall user experience by providing all relevant billing and claim-related information in one place

How to access:

  • Open Billing > Charges Report to view the new "Admission Date" and "Discharge Date" columns

  • Download the CSV file to include the "Admission Date" and "Discharge Date" columns in the exported file


EMR Enhancements

Give ability to export Group Notes summary information as CSV

Ticket highlight:

  • Added ability to export Group Notes summary information as CSV

  • Enables users to easily work with data in other applications

Feature Improvement:

  • "Download CSV" link added above the Group Notes table on the left side

  • Clicking the "Download CSV" link downloads the table as a CSV file

  • CSV file has the same column headers as the table, in the same order: ID, Title, Session Date, Start Time, End Time, Service Facility, Total Patients, Created By

Why this matters:

  • Simplifies data management by allowing users to work with Group Notes summary data in external applications

  • Improves overall user experience by providing a convenient way to export data

How to access:

  • Navigate to Group Notes

  • Click on the "Download CSV" link above the table on the left side to download the CSV file containing Group Notes summary information

     

     


Add "Is a Controlled Substance Medication" field to medication report for easy filtering

Ticket highlight:

  • Added "Is a Controlled Substance Medication" field to medication report for easy filtering

  • Enables users to quickly identify and filter controlled substances

Feature Improvement:

  • New column "Is a Controlled Substance Medication" with True/False values added to the medication report

  • Filtering functionality updated to include filtering by the new "Is a Controlled Substance Medication" field

  • New field populated based on information provided when creating or editing a medication order in various locations

  • "Is a Controlled Substance Medication" field updated within each medication's menu

Why this matters:

  • Allows users to easily identify and manage controlled substance medications

  • Streamlines medication management and reporting

  • Enhances overall user experience by providing a useful filter option

How to access:

  • Navigate to Reports > Medications Report to view the new "Is a Controlled Substance Medication" column

  • Use the filtering functionality to filter medications by the "Is a Controlled Substance Medication" field


Patient Engagement Enhancement

Implement Insurance Provider Lookup Field in Forms Builder for Patient Engagement

Ticket highlight:

  • Added Insurance Provider Lookup Field to Forms Builder for Patient Engagement

  • Streamlines insurance selection, reduces manual errors, and improves data accuracy

Feature Improvement:

  • Insurance lookup field integrated within Forms Builder, allowing inclusion in custom forms

  • Lookup field searches and displays insurance companies based on the insurances loaded within the facility's realm

  • Functions similarly to the insurance field on the Facesheet, with type-ahead filtering and selection

  • Selected insurance companies linked to the appropriate database records, ensuring proper application of rules and functionalities

Why this matters:

  • Reduces administrative workload and increases efficiency

  • Enhances data accuracy and overall service quality

  • Saves time and resources for administrators

How to access:

  • Navigate to the Forms Builder for Patient Engagement module

  • Use the new insurance lookup field when building custom forms

 

All Tickets in Release

Bug Fixes

  • SUN-2398 ERA files not auto-posting in the Virginia Realm

Enhancements

  • SUN-2214 : API: Add Service Facility to results from rest/forms/parentClinic

  • SUN-2359 Add Contracted Rate Column to AR Report

  • SUN-2358 Create API to Retrieve Charges Report Data by Submission Date Including Admission and Discharge Dates

  • SUN-2356 Add Admission and Discharge Dates to Charges Report and Ensure Proper CSV Download

  • SUN-2354 Give ability to export Group Notes summary information as CSV

  • SUN-2352 Add MRI# Column to AR Report in Billing Section

  • SUN-2337 Add "Is a Controlled Substance Medication" field to medication report for easy filtering

  • SUN-2276 Implement Insurance Provider Lookup Field in Forms Builder for Patient Engagement

Pop-up Release Notes

EMR Enhancements

  • Support for the Insurance Provider lookup field in Patient Engagement.

  • Added "Is a Controlled Substance Medication" field to the Medications Report for easy filtering.

  • Ability to download the Group Notes list as a CSV.

  • Added “service_facility_id” and “service_facility_name” to results from the /rest/forms/parentClinic API endpoint.

 

RCM Enhancements

  • Added “Expected Amount” and “MRI#” as columns in the AR Report.

  • Added “Admission Date” and “Discharge Date” fields to the Charges Report.

  • Added an API endpoint to GET data from the Charges Report by Submission Date:
    /api/chargesreport/from/{start date}/until/{end date}