EV-5092

The document checking permissions were updated to take place within EchoVantage so as to rely on Alfresco less. The changes should reduce the load on the Alfresco instances and improve the responsiveness of searching and filtering.

EV-4915

Because of continuing issues with the built-in search feature of Alfresco, we have implemented an alternate solution using additional metadata.

EV-4862

16022

An issue was reported where Timeline depictions for multiple same day records did not generate a popup with clickable links to each individual record. This issue was addressed, and now depictions with multiple same day records generate a popup with clickable links with or without a search filter in use.

10 minute logoff

• Category is required

• Only two permissible values

ADMIN

• Category is not required

• Three permissible values

EV-4159

The service creation process was updated to ensure that a Telemed session is NOT created for an Add On service. If the parent service was provided via Telemed, this update ensures that none of the Telemed information is copied to the associated Add On service(s).

EV-4183

Updates were made to allow the header icons for Alerts, Downloads, Messages, Reports, and Help to display with the proper spacing when viewed on an Ipad screen.

EV-4277

The User Groups now display in alphabetical order (from left to right) in Configuration > Client Chart > VHR Timeline when viewing the VHR Categories in the Header Editor.

EV-4458

The document upload limit was increased from 50 MB to 250 MB to accomodate larger document sizes.

EV-4493

The default number of clients displayed in the Clinical Home > Client List was increased from 30 to 100. In addition, the SHOW ALL button was removed and the text was updated to display “Showing X of XX. User the filter to narrow the results.”

EV-4513

The following columns in the dbo.LevelsOfCare table were expanded to aid when converting data from CDT to EV.

• Code - increased from 10 to 20 (varchar)

• Description - increased from 30 to 100 (varchar)

EV-4593

The default number of clients displayed in Configuration > Staff/Users > Client List Filters Client List search is now limited to 100 to preserve performance when there are a large number of Staff. In addtion, the text was updated to display “Showing X of XX. User the filter to narrow the results.” when scrolling reaches the end of the list.

EV-4666

Improvements were made to the process used to update Client Group members to reduce the server memory footprint when updating Client Group members. Now when working with a group of 400 members with 1000 future events scheduled, the page loads in approximately three seconds. Similarly, if a member is added, removed, or a component code configuration is changed for an existing member, the changes are saved for all events in just a few seconds.

EV-4744

This change was also included in v3.39 Hotifx-5… The scheduler queries were restructured to improve performance and now can properly use the indexes for the associated tables.

EV-289

EV-4030

1214

13379

An issue was reported where the progress note indicator icons for Group Events were not displaying properly. The issue was addressed, and now the progress note indicator with the highest severity is displayed when the Service Definition requires a progress note. Note that complete in the following scenarios means populated and signed.

• If some individual progress notes for Group Client members are complete and the service is created for the remaining member but the progress note is not started, AND the Service Definition does not require a progress note, then the Event displays the Signed Progress Note icon on the scheduler. (The Missing Progress Note (Not Required) icon does not display because the Service Definition does not require a note.)

• If some individual progress notes for Group Client members are complete and the service is created for the remaining member but the note is not started, AND the Service Definition requires a progress note, then the Event displays the Missing Progress Note icon on the scheduler.

• If some individual progress notes are completed and the note for the remaining Group Client member is started but not signed, then the Event displays the Unsigned Progress Note icon on the scheduler.

• If some individual progress notes are complete and the note for the remaining Group Client member is a mismatch for the note required by the Service Definition, then the Event displays the Progress Note does not match Service Definition icon on the scheduler.

• If all individual progress notes for the Group Client members are complete, then the Event displays the Signed Progress Note icon on the scheduler.

• If I have a group of four clients where two have complete progress notes, one has a service with an unsigned progress note, and the last has a service without a note started, AND the Service Definition requires a progress note, then the Event displays the Missing Progress Note icon on the scheduler.

EV-3680

11789, 13192

An issue was reported where document searches were no longer case insensitive. The issue was addressed and now users can search for documents without having to have the case exactly correct. An information banner was also added to inform the user that uploaded files may not be immediately available in search results as Alfresco needs a few moments to index.

EV-3828

An issue was reported where the Discard and Send buttons for Direct Message could get pushed off the message screen. The issue was addressed and now the Discard and Send buttons remain on the bottom right as expected.

EV-4031

10944, 14253

An intermittent issue was reported where the Sign/Send buttons on a Progress Note would flash briefly and then disappear after saving, requiring a screen refresh before displaying again. The cause was due to a race condition where the note could be called back before all the data was saved in the database. The issue was resolved by delaying the call back until the Progress Note data is completely saved.

EV-4284

An issue was reported where Client was not a signature option when opening a pop-up form from a Progress Note in Services. When that same Service, Progress Note, and Pop-Up form were opened from the VHR Timeline, Client was a signature option. The issue was addressed and now Client is always an available option when signing a Progress Note.

EV-4288

The validation message that displayed on a Service when the Client Diagnosis and Other Diagnosis were the same value was formatted improperly and not user friendly. The message was updated to display Duplicate diagnoses are selected.

EV-4308

14073

An issue was reported where double-clicking an Event to view it from the Clients > Scheduler page would launch a new, blank Event in error under certain circumstances. The issue was addressed and now the selected Event opens as expected.

EV-4310

In Configuration > Staff/Users > Permissions, an issue was reported where the column headers were not staying fixed when scrolling vertically and horizontally. The issue was addressed and now the column headers scroll as expected

EV-4331

An issue was reported where Client Fee amounts of $0.00 or 0% were not displayed in the Amount field under the Client Fees section of Clients > Payers. The issue was addressed and now the “zero” amounts display properly.

Family Ability to Pay amounts will continue to display “Calculated” under Amount as the value, the remaining balance, is calculated during billing.

EV-4343

GRAND

An issue was reported where the Service Processing check was not validating the End Date of Staff credential(s) against the service date when creating charges in Fiscal Overview > Unprocessed Services > Create. The issue was addressed, and now if the credential End Date is before the Service Date, and no other valid credential exists, an Error or Warning is triggered depending on the selection in the Payers > Processing “Only Bill for These Staff Credentials” > Credential Error Action setting.

• Hold - results in an Error

• Release - results in a Warning

EV-4347

An issue was addressed where a payer’s 837I Billing Method configuration could be saved with an incomplete Default Bill Type value resulting in an error when creating bills. The issue was resolved by adding validation to prevent the SAVE button from being enabled before one of the following is true.

• The Default Bill Type has 2 characters/digits and the Claim Frequency Code checkbox IS selected.

• The Default Bill Type has 3 characters/digits and the Claim Frequency Code checkbox is NOT selected.

EV-4348

An issue was reported where the Duration/Units value for Per Diem services was missing when viewing the Job Details in Fiscal Overview > Unprocessed Services > Create Charges > History. The issue was resolved and now the Duration/Units values correctly displays.

EV-4400

An issue was discovered where the EchoVantage custom error messages were no longer displayed when an error was encountered with the creation or update or a Telemedicine session. The issue is resolved and custom errors display when available in place of the generic errors.

EV-4409

An issue was addressed in Labs were test names that included commas were being split into multiple rows. The issue is resolved and now test names with commas display fully on a single row.

EV-4440

An issue was addressed on the Fiscal Overview > Unprocessed Services > Create Charges where canceling or confirming a job in the confirmation modal would break the pagination. The issue has been addressed, and now the pagination displays properly while navigating the pages, even after a job is canceled or confirmed.

EV-4457

14826

An issue was reported where an active Client Contact's name did not display on the card under the Active header if the first name was not entered. The issue was addressed, and now the Contact name displays, even if only the first name is entered.

EV-4459

A regression was addressed in Remittances > Batches where marking a batch ready from the Batches home screen failed but marking the same batch items as Ready or Not Ready from either the View Batch or Edit Row screen was successful for all items. The issue was addressed and now the MARK AS READY button works as expected.

EV-4474

In Configuration > Services/Payers > Payers > Payer Mappings, the number field (NPI, Taxonomy, Provider Number) did not display as a required field which allowed the SAVE button to enable after only selecting the Defined Filter. When SAVE was selected with just a Defined Filter a success and a failed on screen action message displayed, and an INSERT fails error message was also thrown. The number fields are now marked as required, resulting in the SAVE button only enabling when both the Defined Filter and number fields are completed.

EV-4505

In Configuration > Setup > Defined Lists, there was no validation for the Staff Roles label, users could enter more than the allowed 255 characters and the entry would be truncated on SAVE without any notification. This issue has been addressed, and now if more than 255 characters are entered, the SAVE button is not enableed and a validation error displays.

EV-4519

An issue was reported where a Family could not be deleted even though there were no Forms, Documents, or Ability to Pay records. The issue was addressed, and now a Family can be deleted if there are no associated Forms, Documents, or Ability to Pay records.

EV-4544

An issue was addressed in Configuration > Setup > Defined Lists for the Gender Identities list where the EndDate field Validation threw the following incorrect error even if the date was properly formatted “The EndDate may not be greater than 0 characters.” The validation is corrected and now Gender Identities can be end-dated when needed.

EV-6274

Outcome Based Treatment Plans

A highly utilized sql function, dbo.DateTimeforTimeZone, was optimized to improve performance.

EV-6150

19192

An issue was reported where some custom forms failed to load due to a Null Pointer Exception. The cause was an unfocusable component, i.e., a button, in the first position (Tab Order = 0). This issue was addressed, and now forms load as expected.

• The Use Allowed Amount as Paid Amount checkbox was removed and is now found in the Advanced section which enables the user to define the amount to use as the Paid Amount.

• Select the down arrow to expand the ADVANCED section.

• Use Service Amount as the Paid Amount is selected by default.

• Click on the help icon (blue question mark) to view a brief description of each Paid Amount type.

Enable the Segment and select the blue plus to Add Mapping for Segment 4

Then hover over the blue plus to display the orange Add Default Mapping icon, select and add the Unapplied Default Mapping.

The Add Default Mapping button is disabled once a mapping is configured.

Client

Last Name, First Name, and Client Code

Credit Balance

Client Payment Balance minus Client Claims Balance, where

• Client Payment Balance is the sum of all reconciled Client Payments less any Remittances created from those payments

• Client Claims Balance is the Total Client Balance for that client in Claims

Scheduled Event

The count of the scheduled individual and group events for the client over the next year

Next Appointment

The date of the next scheduled individual or group event for the client

Ticket Number

Description

EV-3276

Replies to a Group Message now also show in the original message sender’s Inbox. This change allows users with only the Send Permission enabled for a Group Mailbox (in Configuration > Staff/Users > Permissions) to view the replies to their messages.

Before this change, users with the Send Permission could compose a message to the Group Mailbox but could never see the replies to that message. With this change, only the replies to their message are delivered to their Sent folder; other messages in the Group Mailbox that are not related remain in the Group Mailbox, visible only to users that have the View Permission enabled.

EV-5169

Outcome Based Treatment Plans

Navigating away or between Encounters now prompts for unsaved work. For example, if a Progress Note is started but not saved before selecting another tab to view, the following unsaved changes confirmation modal displays.

• Select OK to navigate away and lose changes.

• Select Cancel to return to the Encounter and save the changes.

EV-5218

Outcome Based Treatment Plans

If a duplicate Service is created via an Encounter, a confirmation modal now displays in place of the error. This confirmation allows the user to decide if it is OK to continue with the duplicate service creation or if they should Cancel and return to the Service Entry form to make changes. Previously, if duplicates were found an error displayed and no Service was created.

EV-5705

The Address 2 information from the Client Contact form is now included in the Client Address in the Client Header.

EV-5721

Outcome Based Treatment Plans

When adding a Problem to a Treatment Plan that was Active with Draft status, whether from an Encounter or a Suggested Problem on the Face Sheet, the previous message displayed indicated that the Client did not have an Active Treatment Plan. This messaging was updated to provide more clarity when a Problem cannot be added.

• If the status is Active with Draft, the message This Treatement Plan currently has a draft, and a problem cannot be added to it here. displays along with a link to View Treatment Plan.

• If the status is Active, there is no message and blue SELECT button is available.

• If the status is Discontinued, the message This Treatment Plan is discontinued and a problem cannot be added to it. displays along with a link to View Treatment Plan.

EV-5789

Outcome Based Treatment Plans

Moving forward, when a Client Treatment Plan or Encounter infomration is shared to the My Care portal, the URL and method are now captured in dbo.MyCareRequestLogs.URL.

For example, POST https://.../auth or POST https://.../patient/resources

EV-6045

Outcome Based Treatment Plans

Updates were made to prevent changing the selected Problem on the Edit Problem modal on the Client Treatment Plan. This change was required to prevent saving a Treatment Plan with a Problem and Treatment Method combination that is not defined in Configuration > Client Chart > Treatment Plan > Problems. If the selected Problem must be changed, it can be deleted when the Plan is in Draft or Active with Draft status and reentered correctly. The Problem drop-down remains enabled when in the Add Problem modal.

Ticket Number

Case Number

Description

EV-3836

An issue was addressed where multiple alerts resulted from one Event that did not have a Service associated with it. Staff should only receive one Alert per Event. The view used by the Events With No Services alert was updated to return just one Staff row, even if they are Staff on multiple Episodes or have more than one Role for the same Episode.

EV-4549

14898

An issue was reported where a Staff’s name was displayed multiple times in the Supervisor column on the Configuration > Staff/Users > Staff > Employment screen. The staff name was displayed once for each Employment grid entry they had. The issue is addressed, and now Staff names are displayed just one time regardless of the number of Employment entries, and the names displayed in the list are limited to only those where the Is Supervisor value is Yes.

EV-4829

13797

An issue was reported where the Client List Filter did not return the expected results after assigning a newly entered Staff to a single client’s Episode and Enrollment with the current date as the Start Date. This staff’s Client List Filter was set to Enrollment Staff and the one client should have been returned in their client list, but no clients were listed.

The issue was resolved by ensuring that the current date is included when evaluating when a Client List Filter is applied. In addition, a change was made to ensure the Clients menu search (sycamore) is initialized as needed to apply the Client List Filter, keeping both the Clinical Home and Clients Search list in sync.

EV-5296

An issue was addressed where the SAVE button was enabled in Configuration > Setup > Client Engagement > Client Portal even though all required fields were not populated. Now the SAVE button remains disabled until all the required fields have values.

EV-5353

Outcome Based Treatment Plans

An issue was addressed where completing an Objective on an Encounter resulted in the Continue Working button remaining in focus. Now after completing an Objective, the Continue Working button retains its normal state until the user hovers over it with the mouse or selects it.

EV-5422

Outcome Based Treatment Plans

Interventions with an End-Date before the current date can no longer be selected when adding a New Intervention to a Problem on the Client Treatment Plan. Before this change, the End-Dated Intervention could be selected but it was displayed with the Discontinued on MM/DD/YYYY.

EV-5580

Outcome Based Treatment Plans

An overflow issue for the Services information on the Encounter Summary card was corrected. It now displays correctly within the card, even on small screens.

EV-5601

17708

An issue was reported where DrFirst failed to sync when a client had CELL phone number types listed. If two phone numbers both had a type of CELL, information would only sync if there was a secondary sync trigger, such as gender.

In addition, an issue was also reported where the Start/End dates or priority for phone numbers or client addresses were ignored during the sync.

Both issues were addressed, and now the sync works as expected when a client has two CELL phone number types. The sync process also includes the Start/End dates and/or priority for phone numbers and client addresses.

An issue was reported where opening a Service and its Progress Note on a Client’s Timeline still displayed cached information from the last progress note the staff was working on under certain circumstances. This issue was addressed, and now the application clears the currently selected service when a new service/progress note is selected.

EV-5678

An issue with Add-On services failing to bill after being placed On Hold with the parent service was addressed. After the errors were corrected, the charge for the parent service would successfully create but the Add-On service was still held back, even after Retrying and re-creating the job after Reversing.

The issue is fixed and now Add-On service charges are successfully created with the parent service, even after clearing job errors.

EV-5698

An issue was addressed the font change on the Help > About page as the user scrolled through the content using the mouse.

EV-5702

18154

An issue was reported where the incorrect place of service (POS) was reported on the CMS-1500. The issue occurred when the same Location component value was mapped to more than one Payer POS, and then multiple services with the same Location component but different mapped POS values were included on the same CMS-1500 form. The POS values were reported correctly if the services were not billed in the same job.

The issue has been addressed and now the mapped POS values report correctly on the CMS-1500 form, even if multiple services are included in the same job.

EV-5707

18174

An issue was reported where the component code values from the previously added Defined Filter did not clear the screen (in Configuration > Services/Payers > Defined Filters) when adding multiple Defined Filters quickly in the same session. This issue was addressed and now the previous filter’s component codes clear the screen without requiring a manual refresh.

EV-5722

Outcome Based Treatment Plans

Updates were made to the pagination on the Events screen to prevent infinite scrolling. Now when scrolling through the list of Events, the list correctly stops when the end of the list is reached.

EV-5774

When scheduling a Staff Time Event, the CREATE EVENT was enabled before all required fields were completed, specifically Reason. This issue was addressed and now all required fields must be populated before the CREATE EVENT button is enabled.

EV-5781

In the Clients > Schedule > Config Options, the Show Staff Schedule Filters label was left-aligned to match the Show Resources label above it.

EV-5826

An issue was addressed where entering a date using the number pad on the keyboard resulted in a Fatal Error when working in Clients > Diagnosis or adding/editing a participant in Groups. Now entering dates is successful using the date picker or the number pad.

EV-5829

An issue was reported where the accounts in the GL Mapping designated as the Use as the client payment default were not used when posting client payments from clients without an active/any self-pay payer. This only occurred if a regular default GL Mapping was also defined and active.

The issue was addressed and now client payments from clients without an active/any self-pay payer are posted to the GL Mapping with the Use as the client payment default checkbox selected.

• If there is no self-pay default mapping, then the system falls back to the regular default GL Mapping.

• If a regular default mapping is not defined or active, then the following error is triggered when creating a Post to GL job “Could not locate GL mapping for transaction code.”

EV-5832

Outcome Based Treatment Plans

Updates were made to ensure the database connection is in place before the FDNext form validations are called.

EV-5841

18514

A regression was reported where the Import 835 job no longer fell back to the Service Date Period to match charges when the claim date was not provided. This issue has been addressed.

EV-5857

An issue was addressed where granting Emergency Access to a Client was respected in the Clinical Home Search but that same Client was not returned in a search from the Clients menu. Now both lists, Clinical Home and Clients, return the same Clients, even when Emergency Access is granted.

EV-5858

18607

An issue was reported where Events with Services were not redirecting properly when the Group Session Workflow feature was enabled. This issue was resolved, and the behavior when viewing single client Events is consistent in both the Clinical Home and Client Scheduler pages whether or not the Group Workflow option is enabled. The behavior for both Single Client Events and Group Events is summarized below.

Staff Time Events, Future or Past

• Double-clicking a Staff Time Event always opens the Event form.

Single Client Events, Future or Past

• Double-clicking the Event opens the Event form when a Service has not been created.

• Double-clicking the Event opens the Service form when a Service has been created.

Group Events

• Group Events are not opened from the Clients > Schedule page. Only the Group Name, Staff, and Event Date and Time display.

• With Group Session Workflow Enabled,

  • Double-clicking a PAST Group Event when a Service has NOT been created for one or more Group members opens to the Group Session Attendance tab.

  • Double-clicking a PAST Group Event when a Service has been created for one or more members opens to the Group Session Services tab.

  • Double-clicking a FUTURE Group Event opens to the Event form whether or not a Service has been created for a Group member.

• With Group Session Workflow Disabled,

  • Double-clicking a PAST or FUTURE Event always opens the Event form.

EV-5889

An issue was reported where pdfs from some facilities for Lab Orders or Results contained slightly different encoding. When this page was selected to view, only a blank screen was displayed. The issue was addressed and now both types of pdfs are viewable.

EV-5900

An issue was addressed where the SAVE was enabled before all required Policy Holder fields were populated in Clients > Payers. Now SAVE remains disabled until all required fields have a value.