CRM Enhancements

Manage Accounts - New Create Opportunity Button

What’s New
A “New Opportunity” action has been added to the Account menu in the CRM. This option allows users to quickly launch the existing Create Opportunity modal from the Account screen, pre-filling patient demographics when available — while enforcing guardrails to prevent duplicates.

Why It Matters
Previously, users had no direct way to initiate Opportunity creation from the Account view. This added friction to workflows and increased the chance of duplicate opportunities when one already existed. This enhancement makes Opportunity creation faster and safer, while maintaining data integrity and compliance with Opportunity creation rules.

Who’s It For
CRM users, intake coordinators, and admissions staff who work from or perform a chick from the Account record and need a quick way to initiate Opportunity creation without losing context.

How to Use It

Navigate to an through CRM → Accounts and select an account. From the Account actions menu, select "New Opportunity"

The system will check if the Account has any Active or Scheduled Opportunity in the same realm family and if one exists, a message will appear:

“This account already has an Active or Scheduled opportunity. Please update the existing record instead.”

Required fields are enforced based on configuration in CRM → Opportunity Button → Configure

Marketing List - Generate List on & Support Export of “Referral Source Stage”

What’s New
A new Referral Source Stage filter has been added to the Marketing List Report, allowing users to segment referral sources by their current engagement stage. This stage is also now displayed in both the on-screen report and CSV export.

Why It Matters
Referral outreach teams and marketing analysts can now filter and analyze referral sources based on their lifecycle stage (e.g., New, Discovery, Active, Inactive), helping support targeted relationship-building strategies and improving data-driven decision-making.

Who’s It For
Referral Development team members, Business Development representatives, and Marketing Analysts who need to track outreach progress and refine engagement strategies across different referral source stages.

How to Use It

Navigate through CRM → Marketing List and select the “Referral Source” entity to generate a list. In the filter panel, see the new Referral Source Stage filter. Values are pulled from the Referral Source Stage List of Values (LoV)

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EMR Enhancements

Display Total Length of Stay in Patient Header and Chart Header

What’s New
A Length of Stay counter has been added to the Admission Date field, displaying the number of days elapsed since the patient’s admission. This counter appears in both the header and inline with the admission date on patient records.

Why It Matters
This enhancement gives clinical and administrative staff an immediate, at-a-glance understanding of a patient’s length of stay without needing to manually calculate from the admission date. It improves speed, accuracy, and efficiency in time-sensitive workflows.

Who’s It For
Nurses, case managers, utilization reviewers, and anyone involved in tracking patient progress, treatment planning, or discharge coordination.

How to Use It
No action is required by the end user, view the page header or patient header

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Bed Board - Occupancy View - Display Reserved Status

What’s New
The Occupancy View in the Bed Board module now displays a “Reserved” status indicator when a bed is reserved for an Opportunity. This status is shown alongside any existing bed status (e.g., Needs Cleaning) directly within the Bed Status column.

Why It Matters
Previously, reserved beds were only visible when viewing individual buildings in “Default” mode. This forced users to manually click through buildings to identify reservations. With this update, all reservations are clearly visible in Occupancy View, simplifying capacity planning and patient placement.

Who’s It For
Utilization management teams, admission staff, bed board coordinators, and operations managers responsible for managing bed occupancy and scheduling.

How to Use It

• Navigate to Bed Board → Building → View: Occupancy

• If a bed is reserved, the Bed Status column will now display:

  • "Reserved", or

  • "Reserved, [Other Status]" (e.g., Reserved, Needs Cleaning)

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Continuing Care Report - Length of Stay & Case Manager

What’s New
Two new bubbles, Length of Stay (LOS) and Case Manager, have been added to the Continuing Care Report. These fields mirror behavior already present in the Dynamic Census Report and are now visible inline, filterable, and exportable.

Why It Matters
Clinical and billing staff previously had to cross-reference multiple reports to gather key context for morning meetings. By surfacing LOS and Case Manager in the Continuing Care Report, this enhancement eliminates inefficiencies, reduces the risk of missed details, and streamlines interdisciplinary planning.

Who’s It For
Clinical teams, case managers, discharge planners, billing analysts, and administrative leaders who rely on the Continuing Care Report during daily huddles and care coordination sessions.

How to Use It

• Open the Continuing Care Report and view two new bubbles

  • Length of Stay (LOS):

    • Displays the number of days between the patient’s Admission Date and today’s date

    • If the patient is discharged, LOS is calculated from Admission Date to Discharge Date

  • Case Manager:

    • Displays the most recently active Case Manager

    • Follows the same logic used in the Dynamic Census Report

    • Available in both filter and report views

Sunwave Enhancements

Manage Users - Access Controls for Do Not Readmit & Do Not Readmit Before Consult

What’s New
A new user-level permission has been introduced to restrict editing of the Do Not Re-Admit (DNR) and Do Not Re-Admit Before Consult (DNR-BC) flags on the Facesheet.

Why It Matters
Previously, any user with access to the patient chart could modify high-risk compliance flags like DNR/DNR-BC. This posed a safety and compliance concern. The new permission ensures only Clinical Admins, Risk Managers, and Compliance Officers can control who may resolve these flags, reducing liability and protecting patients and staff.

Who’s It For
Compliance teams, clinical administrators, and any organization needing to enforce tight access control over re-admission flags for safety or regulatory reasons.

How to Use It

Go to Practice Setup → Users → Edit User

Open

• Locate the new permission
  Restrict Edit Do Not Re-Admit / Do Not Re-Admit Before Consult

  • Default: OFF

  • When ON:

    • User can view but not edit DNR/DNR-BC flags

    • Edit options in the Facesheet top-right menu and the modal are disabled or hidden

  • When OFF:

    • User can view and edit DNR/DNR-BC flags as usual

View-Only Experience

• The DO NOT READMIT and DO NOT READMIT BEFORE CONSULT badges remain visible

• Clicking them opens the DNR modal in read-only mode

• No edit controls will appear for users without permission

Reporting & Auditability

• The Users Report has been updated to include the new permission field for oversight

RCM Enhancements

Manage EOB - Credit Card Payment - Print Receipt - Change the popup name from "Refund History" to "Receipt(s)"

What changed

• The Print Receipt popup title now reads “Receipt(s)” (previously “Refund History”).

• We removed the duplicate header line. “Receipt(s)” now displays once.

Why

• “Refund History” was misleading when printing credit card receipts.

• Eliminating the repeated header improves readability and reduces confusion

Impact

• No workflow, data, or permissions changes. This is a UI text/formatting fix only.

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Patient Chart New Indicator for Missing Level of Care (LOC)

What changed

• When a patient has no active Level of Care, the chart now displays a clear badge: “NO LOC”.

• The badge is visually highlighted Red to draw attention.

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Why

• To quickly signal that the current patient lacks an active LOC which is common after one LOC ends and a new one hasn’t been selected. Staff have a visiual indicator so they can correct it before continuing care or billing workflows.

Where

• Patient Chart header (next to LOC display).

How it works

• If the most recent LOC End Date is in the past and no new LOC is active, the system sets status to NO LOC and shows the badge.

• The indicator disappears automatically once a new active LOC is assigned.

Visuals

• Text: NO LOC in Red (all caps).

Permission-Based Control for Patient Portal Activation

What changed

• Added a user permission to control visibility of the Patient Portal section on the Patient Face Sheet.

• The permission appears only when the Patient Portal feature is activated at the realm level (Manage Realms).

• If a user does not have this permission, the Patient Portal section is hidden on the Face Sheet.

Why

• Previously, enabling Patient Portal at the realm level effectively granted access to all users.

• With this update all users will have access by default because that was previous behavior. Clients can go into the users they no longer want to have access and remove the permission from the User's profile in practice setup.

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Make UB04 blank Box 4 (Bill Type) a hold error

Why
Prevent incomplete institutional claims from being submitted, reducing payer rejections and rework.

Where

• Billing → Claims (UB-04 claim generation)

• Configuration sources checked: Insurance Providers → Payer Profile (Type of Bill) and Service Business Rules

What changed

• If Type of Bill is blank/not configured for the claim’s payer (including when not provided via Service Business Rules), the system does not generate the UB-04.

• The claim is placed On Hold with reason “Type of Bill is Required”.

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Scope

• Applies to UB-04 claims only.

Stripe and Authorize.net Credit card capture via Processor Iframes (Token-on-File)

Integrations: Stripe Checkout Iframe & http://Authorize.Net Hosted Iframe
Areas: Manage EOB, Calendar (Patient & Opportunity), Payment Plans, Patient Chart, Patient Engagement

What changed

• Embedded, PCI-hosted capture: Credit card (and Stripe-only bank account/ACH) details are now entered in a processor-hosted iframe (Stripe Checkout Iframe / Authorize Hosted Iframe).

• Tokenization: Sunwave never stores full credit card number and cvv. We store a processor token + non-sensitive metadata for future use.

• Unified “Saved Card” behavior: Cards saved from any supported flow can be reused across Payment Plans, EOB, Calendar (Patient/Opportunity), and Patient Engagement payment requests.

• ACH (Stripe only): Add & use bank accounts for payments via Stripe (where enabled)

Why

• Reduce PCI scope and improve security by keeping sensitive entry in the processor’s domain.

• Standardize card-on-file across billing workflows.

• Enable future payment automation with minimal friction for staff and patients.

Where

• EOB → Take Payment (Patient / Insurance)

• Calendar → Patient → Take a Payment

• Calendar → Opportunity → Take a Payment

• Payment Plans (create plan, add/replace card, charge plan)

• Patient Chart → Saved Cards

• Patient Engagement → Payment request envelope

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Stripe- requires an email address

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Authorize

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How it works (at a glance)

1. User selects Credit/Debit Card (or Bank Account for Stripe).

2. Processor iframe renders; card/bank info is entered inside the iframe.

3. Processor returns a token to Sunwave.

4. Sunwave stores the token + display-safe metadata only.

5. Payments, voids, and refunds use the token via the processor.

Security/Compliance

• Sensitive fields are not handled by Sunwave (SAQ-A-style approach).

• Tokens are scoped to the originating processor (Stripe vs Authorize).

• Audit logs record who/when actions were taken (save card, pay, void, refund).

Back-compat

• Previously saved cards (pre-integration) continue to work for payments, voids, and refunds.

Notable UI additions & behaviors

• Payment Plans

  • Add a card on plan creation (via iframe).

  • Load Saved Card to attach an existing token to a plan.

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  • Add new card to this plan (next step) creates a new token and links it.

  • Load / Clear Cards actions behave consistently and update the selected token.

  • Update plan’s card from Load Saved Card or Add New Card in an existing plan.

• Patient Chart

  • Saved Card list shows who updated it and when along with the last four digits and Name on Card.

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• EOB / Calendar / Patient Engagement

  • Use Saved or Unsaved (one-time) cards.

  • Voids & refunds are supported for both saved and legacy cards.

• Stripe-only bank accounts

  • Add bank account, pay via ACH, and view in patient record where enabled.