Release Notes 8/30/2024 - 9/12/2024

• The Announcement module is now complemented with a matching report.  Customers using the acknowledge requirement for their announcements will find the Staff's response which will be Rejected, Acknowledged, or Not Viewed.  Rejected indicates that the Staff closed the announcement without Acknowledging, Acknowledged indicates they completed the required task to acknowledge the announcement and Not Viewed indicates they have not logged into the web app or they have not viewed the announcement currently available.
  • The Role filter will only produce results when the Announcement was published directly to Roles.
  • The Staff filter will only produce results when the Announcement was published directly to Staff.
  • The Department filter will only produce results when the Announcement was published directly to locations in the hierarchy.

CareTracker Data Entry Requirements

• Located in Admin Tools, CareTracker, customers will find the ability to select the Required Fields tab.  In this tab customers may personalize each Service Type's required fields for documentation in CareTracker.
  • Customers accessing this tab will find all the Service Types currently listed and the ability to:
    • Edit current Type requirements
    • Delete Types from the list, thus removing the requirement of data entry from any field
    • Add previously deleted Types

• The new User Timeline feature has been added in the Staff Profile->Logs tab, allowing permissioned Roles to track and manage all significant changes to a staff member's profile, including role changes, status updates, employment history and password changes.  
  • As this is a new feature the permission located in Permissions->Staff Profile->Staff Timeline
  • The permission is defaulted to No
  • System Admins should review and adjust accordingly

Individual's Preferred Pronouns

• Located in the Individual Profile-> Basic Info, customers can now document an Individual's preferred Pronouns.  This information will appear in the Individual Report and soon on the Facesheet.

Individual Specific Diagnoses for the Clinical Contact Note

• Customers with a need to utilize specific billing diagnoses with services provided in the Clinical Contact Note now have this ability based on the following Pre-requisites:  
  • Must be using the ICD-10 Diagnosis codes.
  • Must have the 837p Billing View enabled.
  • In the Clinical Contact Notes Settings, must have the availability to add a Diagnosis in the CCN toggled on.
  • While in the CCN, must select an 837p Funding Stream
  • Must select the override toggle.
  • Customers will then find a drop down of all ICD-10 diagnoses that are attached to the Individual.  Staff can select one diagnosis and this will override the stock Funding Stream diagnosis for billing purposes.  

• Customers including the 837i Billing Platform in their Billing View selection in Admin Tools will notice this tile available on their Dashboard as well as the corresponding file generation landing page .  Please be aware that this is one of several updates iCM has made towards actively billing 837i services.  Additional features are yet to be deployed but coming soon!

Cost of Care for Billing

• Customers that will be using the 837i billing platform can now manage a custom list of their Billing Physicians.  From Admin Tools, the Manage Billing Physician tab enables customers to build their own custom list that requires the Physician's full name and their NPI number.  This list is then available in the Individual's Profile->Admin->Billing Physician tab.  Upon generation of the 837i file the system will compare the dates of service and select the appropriate Physician.

PCP Date Permissions

Enhancements

Appointment Comment Indicator

Appointment Report

Training Report