Table of Contents

Release Highlights

Financials Enhancements

Enhanced User Interface and Experience in Financials Product

What's New:

• Direct Access to Last Opened Period: Jump back into work right where you left off for an immediate and efficient start.

• Persistent Billing Facility Selection: Your last chosen Billing Facility is automatically selected for you, making your return visits hassle-free.

• Refined UI Consistency and Terminology Precision: We've updated action button labels and styles for uniformity across the product, such as changing "Run" to "Search" in the Accounting Periods section. "No-Active" toggles have been corrected to "Non-Active" for better clarity.

• Enhanced Navigation with Billing Facility Context: Navigate effortlessly with a new back button and the added context of your Billing Facility's name prominently displayed when opening a period.

Why It Matters: These updates simplify your financial management tasks, saving you time and enhancing your user experience with clarity, consistency, and streamlined navigation.

Who It's For: Ideal for all users of our financial product looking for a more intuitive, efficient way to manage their financial tasks.

How to Use: Simply click Financials and check it out.

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CRM Enhancements

CRM - Calls Screen - New Column - Lead ID

What's New: Sunwave is enhancing the CRM → Calls Screen by adding a new column that will display the lead a phone call is associated to. The Opportunity column will only display user associated calls moving forward.

Why It Matters: This modification will allow users to quickly identify if a phone call has been processed and had a lead or opportunity associated to it.

Who It's For: This enhancement is for admissions workers, admissions managers and anyone working with admissions phone calls.

How to Use: Calls are associated to a Lead or Opportunity by selecting the Call Transaction Number to the left of the call record. Clicking the numbers will display the Call Processing Modal allowing the user to create a prospect or edit an existing one, resulting in the call associating to the prospect.

CRM - Calls Screen - Filter Enhancements

What's New: Sunwave is enhancing the CRM → Calls Screen by adding in a new filter: Call Processing and will begin remembering filters and searches.

Why It Matters: This change enhances the CRM → Calls screen as a working area. The filter will allow users to easily identify calls that are processed or unprocessed so that they can quickly action any outstanding calls appropriately by associating them to a prospect or dispositioning them out.

Who It's For: This enhancement is for admissions workers, admissions managers and anyone interested in the processing of phone calls in Sunwave.

How to Use: A new filter is present on the CRM → Calls. Selecting the filter will allow you to select one of 3 filtering options All, Unprocessed and Processed. The CRM Calls screen will also persist any filtering ensuring that users preferences and search results are maintained when navigating away and returning to the calls screen.

• All

  • All phone calls

  • when “All” calls is selected, the calls screen displays a comprehensive list of all phone calls, regardless of any associations. This set includes both processed and unprocessed phone calls.

• Unprocessed

  • When “Unprocessed” is selected, the screen will only display calls that have not been dispositioned or have had a user associate the call to a lead or opportunity.

    • No disposition associated OR

    • No lead or opportunity associated OR

    • Missed Calls

• Processed

  • When “Processed” is selected, the screen will display only phone calls that have a disposition assigned or have been associated to a Lead or Prospect.

    • Has a disposition OR

    • has a lead or opportunity associated

      • Associated: a user has clicked the call transaction id and navigated through the call matching modal to create a new lead/opp or update an existing record. A manual user action has occurred and this is considered processed

EMR Enhancements

EMR - Current Medications - Copy Meds: Allow Active, Expired or Discontinued Medications

What's New: The Current Medications form component has been enhanced to provide users options to copy only active orders or to include expired and discontinued medication.

Why It Matters: EMR users now have greater control over which medications they want to place on paperwork and medical records.

Who It's For: Intake and Admissions coordinators along with techs and nurses responsible for preparing documentation around a clients current or historical medications.

How to Use: Navigate to a form containing a patients “Current Medications” , commonly found in Nursing Intake Assessments, Admissions Assessments, Admissions Screens or Discharge Paperwork. Prior to using “Copy from Orders” modify the “Show Discontinued” and “Show Expired” checkboxes as seen below to copy the desired medications.

All Tickets Summary

SUN-3837 Fixed Lead Hyperlinks in Waves
SUN-3833 Remediated Realm Email Auth Issues
SUN-3816 Default Referral Source Screen to show All Active when a user first goes in
SUN-3806 Validation Required for Locking Forms with Incomplete Required Fields and End Time
SUN-3805 Enhanced Performance related to Calendar Reminders
SUN-3803 Enhanced Billable Report Export Performance
SUN-3798 Internal History Enhancement
SUN-3772 Financials Module Adjustment Calculation
SUN-3724 Internal Enhancement for even better Customer Support
SUN-3707 Added Communication Type to Leads
SUN-3592 Journal Entry Reversals now Reverse in same Account regardless of Configuration Changes
SUN-3551 Made Hyperlinks to lead records responsive
SUN-3550 Financials Reversal Investigation Solved
SUN-3545 Video Tutorials - Incompatibility with iOS Tablets
SUN-3528 Remediated Required Fields Behavior - Gender/Member ID & Communication Type
SUN-3525 Special Character issue in Form Builder "Table" Component
SUN-3470 CRM - Calls Screen - Filter Enhancements
SUN-3382 Financials Reversals Issue Fix
SUN-3283 CRM - Incoming Calls - Calls Screen - Added Lead ID Column
SUN-3042 Enhancements to Financial Module Defaults, UI Consistency, and Terminology Corrections
SUN-2613 Fixed Roster Printing
SUN-2489 Now Displaying Original Provider Signature on all Orders in Current Medication
SUN-2233 Shift Reports - Shifted notes to Respective Realm Time
SUN-1027 Copying Active Orders now includes Expired/Discontinued Orders