Table of Contents

Release Highlights

RCM Enhancements

Enhance Payments Report with Variance Comments Field

What's New: We've added the "Variance Comments" field to the Payments Report. This field allows billers to easily identify and understand the type of variances present in the report.

Why It Matters: This enhancement simplifies the process of deciphering variances, making it easier for billers to reconcile payments and ensure accuracy in their financial reporting.

Who It's For: This feature is designed for billers who regularly use the Payments Report to manage and reconcile payments. While most posters use variance to post against claims outside of Sunwave, some posters use variance in other ways.

How to Use It: When accessing the Payments Report, you will now see a new column labeled "Variance Comments." This column will display comments that describe the type of variance associated with each payment, helping you quickly understand and address any discrepancies.

Open

CRM Enhancements

Campaigns - Sort Display Order of Campaigns for Leads & Opportunities

What's New: Completed and inactive campaigns will now display at the bottom of the Campaign list when crediting Leads and Opportunities.

Why It Matters: This enhancement ensures that users see active campaigns before those completed or cancelled.

Who It's For: This feature is designed for admissions representatives and business development reps.

How to Use It: No user action is required. Utilize the campaign field in Leads, Opportunities or the Patient Facesheet.

Open

Referral Sources - Associate Referral Sources to Countries

What's New: Sunwave now offers the ability to record what country a referral source belongs to.

Why It Matters: This enhancement ensures that international clients understand what markets their leads and opportunities are being sourced from

Who It's For: This feature is designed for admissions representatives and business development reps.

How to Use It: No user action is required. Navigate to CRM → Referral Sources and locate the new Country field. This field is importable and utilizes 3 letter standard ISO codes located here. When importing Referral Sources with country codes please reference the linked list for the correct country values.

Referral Source Contacts - Generate List of Referral Source Contacts

What's New: Sunwave can now generate a filtered list of referral source contacts.

Why It Matters: This enhancement allows users to more easily generate contact lists for mass marketing purposes.

Who It's For: This feature is designed for business development and marketing users.

How to Use It: Sunwave Admins & CRM Admins can navigate to CRM → Marketing Lists. For List Based On select RS Contacts. Utilize the requirements section to further refine the contact list.

Bed Board - Release Reserved Beds if Opportunity is Lost or Abandoned

What's New: The Bed Board will now clear any reservations associated to opportunities that have been Lost or Abandoned.

Why It Matters: Automating workflow will allow facilities utilizing the Sunwave CRM and EMR Bed Board to better coordinate and schedule admissions between the admissions team and housing or in-patient care team.

Who It's For: This feature assists admissions and intake coordinators.

How to Use It: No action is required by the user, this enhancement is automatically triggered when an Opportunity assigned to a bed has its status updated to Lost or Abandoned.

Referral Sources - Hide inactive Referral Sources for Leads and Opportunities

What's New: Inactive referral sources will no longer display in the Referral Source field of the lead or opportunity.

Why It Matters: Modifying how Sunwave displays inactive referral sources will ensure that new leads and opportunities will be associated to active and operating referral sources.

Who It's For: This feature is designed for admissions representatives and business development reps to more easily credit where leads and opportunities are coming from.

How to Use It: No user action required, utilize the Referral Source data field as normal.

EMR Enhancements

Search Patients - New View: Printable Vitals Worksheet

What's New: Sunwave has added a new viewing option for the current census that places patients into a printable vitals worksheet.

Why It Matters: This enhancement allows users to print out a list of patients to conduct rounds or use pen and paper to write down vitals.

Who It's For: This feature is designed for techs, nurses and anyone else involved in patient care who may need to record patient vitals.

How to Use It: Click Search Patients and locate the new pulldown menu. Select “Vitals Worksheet”

Master & Dynamic Census Reports - Display “Do Not Readmit” & “DNR - Before Consult”

What's New: We've added “Do Not Readmit” and “Do Not Readmit Before Consult” options to the Master and Dynamic Census reports.

Why It Matters: This enhancement allows you to view patients you have flagged as DNR or DNR before consult.

Who It's For: This feature is designed for admissions managers, administrators and compliance officers who may need to review patients who have been flagged as “Do Not Readmit”.

How to Use It: Navigate through Reports to the Master or Dynamic Census report and use the appropriate bubbles.

Dynamic Census Reports - Add LoC Start & LoC End Dates

What's New: We've added “Level of Care Start” and “Level of Care End” date options to the Dynamic Census reports.

Why It Matters: This enhancement allows you to quickly see how long a patient has been in or when a patient is leaving the current Level of Care.

Who It's For: This feature is designed for case managers, clinicians and others who may need to understand when a patient enters or exits a level of care.

How to Use It: Navigate through Reports to the Dynamic Census report and use the appropriate bubbles.

Reports - Expired Medication - Add Date Range

What's New: We've added a date range to the Expired Medication Report, allowing users to examine medication orders set to expire in a wider range.

Why It Matters: This enhancement allows users to stay in front of any medications that will be expiring in the future and ensures they can continue to order, administer and observe medications for the patient if appropriate.

Who It's For: This feature is for providers, nurses, techs and administrators who are responsible for ensuring patients do not experience an interruption of medications.

How to Use It: Navigate through Reports to the Expired Medications report and utilize the From and Until date fields at the top of the screen.

Caseload - Ready for Auditor Review - Filter Enhancements

What's New: Sunwave now offers more filtering options in the auditor queue.

Why It Matters: This enhancement allows users to quickly search by signature or form name to quickly identify forms that require attention.

Who It's For: This feature is for anyone responsible for reviewing and auditing forms.

How to Use It: Click through Caseload → Ready for Auditor Review and locate the new filter fields at the top of the screen.

All Tickets