Sunwave 7.6

Release Highlights

Telehealth - Streamlined Flow for First Time Sunwave Mobile TH App Users

What's New: We’ve modified how our Sunwave telehealth app notifies therapists who are expecting a patient to join a virtual meeting for a telehealth session.

Why It Matters: Previously, Providers or Therapists conducting a telehealth session would be notified prematurely that their patient was ready and in the room. This resulted in Providers and Therapists waiting in an empty meeting room while their patients downloaded, signed in and attempted to re-join the session. Now, notifications will only be sent when a patient is ready.

Who It's For: Any user leading a telehealth session will now be notified only when their patient is actually signed in and ready.

How to Use This Update: No action by the Sunwave user is needed. Patients will be presented with a new screen asking them if they have the Sunwave App on their phone and direct them appropriately.

EMR - Programs - Display Patients in All Assigned Programs

What's New: We've updated how we display patients in “Search Patients” to support organizations who assign patients to multiple programs to help sort patients into different categories such as Veteran, First Responder and other categories. Patients with more than one program assigned will now appear in the list of patients for each program they belong to.

Why It Matters: Allowing Patients to be assigned to multiple programs helps our larger clients sort through their active census more efficiently. Accurate lists of patients will also allow our clients to utilize the program patient list as a roster or sign in sheet.

Who It's For: This modification was made in support of any client utilizing Patient Program to sort through clients.

How to Use This Update: The realm flag “Split Program and LoC” must be turned on. Navigate to any patient face sheet and select Program in order to assign the patient to more than one program. Patients in multiple programs can not have End Dates associated to any program.

Create Multiple Payment Plans with identical Payment Types

What's New: We've enhanced our Payment Plans feature so users can create several payment plans even if they are of the same type.

Why It Matters: With this update, you can easily create two distinct payment plans for the patient, even if both plans use the same payment type, without any confusion or overlap. For example, say a patient has both their mother and grandfather paying different amounts towards their treatment, both using credit cards as the payment type.

Who It's For: Users involved in billing.

How to Use This Update: No action by the user is required to utilize this feature. Create payment plans and associate any type of payment desired.

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Easier Access to Insurance Claim Numbers in the Collections Report

What's New: We've added the insurance claim number to the insurance payment claims table as well as the collections report.

Why It Matters: By adding the insurance claim number directly to key reports, we've made your collections process even more efficient. Quick access means faster work.

Who It's For: This improvement will assist billers in the rapidly processing insurance claims.

How to Use This Update: No action is required by the user to utilize this feature. You'll find it in Billing → Manage EOBs when editing a payment. Additionally, if you navigate to Billing Tab → Collections Report, you can view it there. It will auto-populate.

Opportunities - Referral Source Owner

What's New: Sunwave has improved how we track and credit where opportunities are coming from. The “Referral Source Owner at Time of Opportunity Creation” field is now available in ad-hoc reporting.

Why It Matters: Moving forward, Sunwave will be able to record who the referral source owner is at the time of opportunity creation so that business development and admission representatives receive credit for opportunities and leads they generate. Reassignment of referral sources will no longer move credit for historical opportunities to the new owner.

Who It's For: Admissions Directors, Business Development Managers and others who are interested in understanding

How to Use This Update: No action by the user is required. Navigate to CRM → Opportunities Report utilize the new “Referral Source Opportunity Owner”.

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CRM - Opportunities - Savable Search Filters

What's New: Sunwave has provided the ability to save and apply search filters on the Opportunity screen in the CRM.

Why It Matters: This enhancement to our Opportunity screen will assist users process more opportunities more efficiently and removes the annoyance of having to pick your search options every time you leave the page.

Who It's For: This improvement will assist Admissions workers, Intake specialists and business development reps who frequently access the Opportunity screen.

How to Use This Update: No specific action is required by the user. Navigate through the left menu bar in CRM → Opportunities. Select your search parameters at the top of the screen. Navigating away from the opportunity page no longer clears your search filters.

EMR - Calendar Group Sessions - Print Sign-in Sheet for Group Sessions

What's New: Sunwave can now easily provide physical sign in sheets to capture wet signatures for group session attendance tracking.

Why It Matters: During JHCO, other regulatory audits or by Payors, facilities are sometimes asked to produce physical attendance records for group sessions and other services that capture patients physical signature.

Who It's For: Compliance Officers, internal auditors and clinical quality assurance employees now have an easy way to capture patient signatures.

How to Use This Update: Navigate to the Calendar and select a group session. On the detailed view, select the Print icon on the lower left.

Patient Chart: Add 'Expected Amount At Insurance' to Claims Summary

What's New: The Patient Chart has been enhanced by adding an “Expected Amount At Insurance”
area.

Why It Matters: Displaying the “Expected Amount at Insurance” assists billers with tracking a patients total financial status with the facility.

Who It's For: Users with access to billing now have easy access to important client financial information.

How to Use This Update: Navigate within the Patient Chart to wherever claims are housed, typically Insurance or Financial tabs and the new field will be in the “Claim Summary” area.

All Tickets in Release

• SUN-2883 - CRM - Leads Module - Remediate Issues Sending Text messages

• SUN-2867 - Financials - EOB's Payment Date needs to have a validation otherwise Financials won't pick it up

• SUN-2864 - EMR (Clone) - MAR - Add PRN Indicator in Medication Administration Section

• SUN-2847 - Logo on Patient Statements is Off

• SUN-2845 - Being Able to Create Two Patient Payment Plans with the same Payment Type

• SUN-2844 - Billing - Collections Report - Add Insurance Claim Number to Collector's Desk

• SUN-2801 - Billing - Ad Hoc Reports - Remediate Claim Balance Column Display

• SUN-2777 - Account Owner - Opportunities

• SUN-2775 - Inaccurate Patient Count on New Group Session Plan Report

• SUN-2739 - Enhancement: Modify SW TH Flow for First Time Sunwave App Users (Interim Solution)

• SUN-2701 - Saveable Search Filters for Opportunities in CRM

• SUN-2688 - EMR - Calendar Group Sessions - Print Sign-in Sheet for Group Sessions

• SUN-2494 - Signatures missing in API for IOP Telehealth Session Note in child realms

• SUN-2384 - Eprescribe: Error sending order based on a protocol containing only tapers

• SUN-1574 - Patient Chart: Add 'Expected Amount At Insurance' to Claims Summary

• SUN-1553 - Ordered Meds Report: Tapers counts administrations instead of days for duration

• SUN-1547 - EMR - Programs - Display Patients in All Assigned Programs