EchoVantage v3.49

EchoVantage v3.49
EV Release Notes Header

Version 3.49 - Service Pack 2, Released August 11, 2023                                                                                                  Previous Release Notes

Ticket Number

Ticket Number

Description

EV-8241

 

Updates were made to the NewCrop upload processors to make the upload parallel.

EV-8267

 

Updates to Hemlock were made to remove duplicate records from unmapped allergies and diagnoses tables.

EV-8281

 

A minor update was made to the NewCrop Migration Tools page to remove the Download DrFirst Data section.

EV-8325

 

An issue was addressed where Dose and Dose Unit were not present when mapping freeform medications from DrFirst. This was resolved and the user now receives this information for mapping.

EV-8328

22633

Bug Fix for Outcome-based Treatment Plan Module Progress Note Form

Version 3.49 - Service Pack 1, Released August 4, 2023                                                                                                  Previous Release Notes

Ticket Number

Ticket Number

Description

EV-6987

20690

An issue was addressed where posting a $0 payment to Denied charges, created an unapplied payment. This was resolved and unapplied payments are no longer created in this instance.

EV-7454

 

Audit was moved from in-memory tables to standard tables, which addressed previous stability issues.

EV-8048

 

Dynamic Form Grid Update

EV-8241

 

Updates were made to the NewCrop upload processors to make the upload parallel.

EV-8240

 

Hemlock polling jobs were updated to pull unmapped allergies and diagnoses for all Clients based on a time range.

EV-8267

 

Updates to Hemlock were made to remove duplicate records from unmapped allergies and diagnoses tables.

Version 3.49, Released July 21, 2023                                                                                                              Previous Release Notes

New Features

NewCrop: Reconcile Allergies and Diagnoses

With this release, users have the capability to reconcile diagnoses from all Client tabs. If a selected Client has unreconciled diagnoses that have not been uploaded to NewCrop, a warning message banner will display on all Client tabs. When the unmapped diagnosis warning banner is present, the user must navigate to the Diagnosis tab to reconcile. The user then has the option of removing the diagnosis or updating the record.

 

Similar to unreconciled DrFirst allergy records, there is now an additional Unreconciled allergy record modal in EchoVantage. The prescriber will be notified when opening the Medications modal if unreconciled allergy records are active. The user then has the option of removing the allergy or updating the record.

The following articles provide additional details on Unreconciled Client Allergies and Diagnoses.

Unmapped Allergies and Diagnoses v3.49

NewCrop: Launch to Tasks Page

NewCrop has a task system for prescribers, that is now accessible in the main navigation bar of EchoVantage. A new E-Prescribe button is available to any Staff with a prescriber role to launch to the NewCrop Tasks functionality, without leaving EchoVantage.

Improvements

Schedule Conflict Options

In this release, a new Events configuration is available for overlapping Events. In Configuration - Scheduler>Events, the user now has the ability to configure whether Overlapping Staff Events and Overlapping Client Events scheduling conflicts are allowed or disallowed on All Events. 

Schedule Conflict Options Config

Overlapping Staff Events

By selecting “Allow With Warning”, the user enables the Staff scheduling conflict blue warning message to be present when a Staff overlapping event is created.

In Scheduler, when the user creates the overlapping event, the user then may click the View button within the warning message to view the Scheduling Conflicts Modal.

Staff Schedule Conflict Blue Banner

The modal displays the existing Staff Events to notify the user of the overlap.

By selecting “Disallow”, the user enables the Staff scheduling conflict yellow warning message to be present when a Staff overlapping event is created.

In Scheduler, when the user attempts to create the overlapping event, the Event cannot be saved, and the user may click the View button within the warning message, to view the Scheduling Conflicts Modal.

Staff Schedule Conflict Yellow Banner

The modal displays the existing Staff Events to notify the user of the overlap. 

Staff Conflict Modal

 

 

 

 

 

 

 

By selecting, “Allow Without Warning”, the user will not receive a warning message on the Scheduler if a Staff overlapping event is created.

Overlapping Client Events

By selecting “Allow With Warning”, the user enables the Client scheduling conflict blue warning message to be present when a Client overlapping event is created.

In Scheduler, when the user creates the overlapping event, the user then may click the View button within the warning message to view the Scheduling Conflicts Modal. 

Client Schedule Conflict Blue Banner

The modal displays the existing Client Events to notify the user of the overlap. 

Client Conflict Modal

 

 

 

 

 

 

 

 

 

 

By selecting “Disallow”, the user enables the Client scheduling conflict yellow warning message to be present when a Client overlapping event is created.

In Scheduler, when the user attempts to create the overlapping event, the Event cannot be saved, and the user may click the View button within the warning message, to view the Scheduling Conflicts Modal. 

Client Schedule Conflict Yellow Banner

 

The modal displays the existing Client Events to notify the user of the overlap. The user is able to Remove the Clients with scheduling conflicts from the event within the modal additionally. 

Client Conflict Modal with Remove

 

 

 

 

 

 

 

 

 

 

By selecting, “Allow Without Warning”, the user will not receive a warning message on the Scheduler if a Client overlapping event is created.

Client Portal Crisis Words

We have implemented “Crisis Words” to alert when a Client sends a Client Portal message that indicates a Crisis. The Client Portal Crisis Words defined list has been added to Configuration - Setup > Defined Lists. This allows administrators to designate the words that indicate a Client Portal Message that should be sent to the Crisis Message Group Mailbox. 

Configuring Client Portal Crisis Words Defined List

The list consists of a 100-character max Description. The number of entries entered is not restricted and duplicate values are not prohibited.

The Crisis Destination Mailbox has to be configured in Configuration - Setup>Client Engagement>Client Portal tab in the Communications section to enable Crisis Message Detection. 

Configuring Crisis Message Detection

In the Client Portal tab, select a Group Mailbox from the Crisis Message Destination Mailbox to select where Crisis Messages will be routed to. Users may save this field with no selection to disable Crisis Message Detection.

Other Signature Relationship

We have implemented “Other” Relationship options the user may select when signing a Progress Note or forms in the Client Face Sheet in a Treatment Plan. The Other Signature Relationship defined list has been added to Configuration - Setup > Defined Lists to allow administrators to designate the options the user may select. Face Sheet permission is defined in Configuration > Staff/Users > User Groups > Menu Options. Group Event permission is defined in Configuration > Staff/Users > User Groups > Menu Options. 

This list consists of a 50-character max Description. The number of entries entered is not restricted, but duplicate values are prohibited.

Configuring Other Signature Relationship Defined List

 

Group Service Workflow

Face Sheet > Client Tx Plan

Face Sheet > Encounter

  • Open a completed Group Event

  • Create Services

  • Complete a Progress Note in the Services tab

  • Click the Sign button and select Other

  • Enter values into the Name and Relationship fields and complete the Signature. 

    Group Service Workflow - Signing Other
  • Open a preexisting Tx Plan in Treatment Plans or select blue plus sign button to Add Treatment Plan

    • For a preexisting Tx Plan, complete and save the Treatment Plan form.

  • Select the Sign button and select the Other option.

  • Enter values into the Name and Relationship fields and complete the Signature. 

    Client Tx Plan - Signing Other
  • Open a preexisting Encounter in Activity>Encounters or select + New Encounter button within Outcomes

    • For a preexisting Encounter, complete and save the Progress Note.

  • Select the Sign button and select the Other option.

  • Enter values into the Name and Relationship fields and complete the Signature. 

    Encounter - Signing Other

Reports

The following report was updated to identify EV Allergies as well as unmapped NewCrop allergies and diagnoses. Items in this report are most commonly the result of free text entries or missing Rx norm codes.

Unmapped Allergies and Diagnoses

Bug Fixes

Ticket Number

Ticket Number

Description

EV-6774

19557

An issue was addressed in Remittances where Self Pay charges, with no remaining balance were not marked as Done in regards to Charge Status. The issue was resolved and now the Self Pay jobs should Mark as Done if there is no remaining balance.

EV-7265

20732

There was an issue with Bundled Service Definitions being reported in both Claims and the UB04 paper bill. The issue was resolved, and now, the Bundle Service Definitions displays in both locations.

EV-7498

 

In Scheduler > [Group Event] > New Group Participant modal, there was an issue where the schedule conflict warning to the user did not follow the UI design for the feature. This issue was resolved.

EV-7601

21906

An issue was identified in Configuration - Setup > Client Engagement > Client Portal tab where Agency Login Messages which are not relevant to the Client Portal. This issue was resolved and Agency Login Messages no longer appear in the Client Portal tab.

EV-7609

21437

An issue was reported where 837I Replacement Claims were missing DTP Statement Dates. This issue was resolved and now DTP*434 Statement Dates are reported on Corrected and/or Void claims.

EV-7647

 

A text spacing issue was discovered in Configuration - Scheduler > Events > All Events and Configuration - Setup > Client Engagement > Crisis Message Detection when using specific browsers. Formatting was adjusted to resolve this issue.

EV-7660

 

There was an issue with State Reporting where the user was not receiving an error when age of Client was changed after SUD Treatment form records were completed. This issue was resolved and now the user will receive an error on the SUD Treatment Form if the Client’s Age is changed.

EV-7713

 

An issue was identified in the ANSA Assessment Form that caused the user’s cursor movements to become erratic. This was resolved and tabbing through the form should be typical.

EV-7734

 

An issue was addressed in the Client Portal where Appointment times were not updating after changes to Event times in the application.

EV-7737

 

An issue was identified in Clients > Household tab where the Household Income list was sorting by Gross Monthly Income. This has been corrected and the Household Income list now sorts by Start Date.

EV-7843

 

An issue was reported in the population scripts for IHH/ACT jobs where the minimum service duration, minimum service amount, and minimum total service duration were transposed, halting jobs. These population scripts were updated and the issue is resolved.

 

Changed
Thu, 08/17/2023 - 10:36