Release Notes 11/8/2024 - 11/21/2024

BIRT: New Data Column

Enhancements

• In the POC Module, customers will find an additional column on the landing page that indicates if there are any outstanding Tasks that have been assigned but yet to be completed.  
• Once completed, the Task count reduces.
• When all Tasks are completed, the row will be blank.

Incident Reporting

• The system has been updated to ensure that only one of the following dates of Incident Occurred or the Incident Discovery have been entered.
• The Occurred, Discovery or both dates now display in the IR landing page.
• Additionally, the entered date(s) will be used for IR processes and reporting.

Training Management

• Bulk Signatures
  • If a Training requires the Trainer signature, Trainers can now complete this task in the Training Management module.  
  • Trainers can select the Required listing, then filter by Signed.
  • Then select the group action box, and choose the Mark Trained action.

• Quiz Assignment
  • Quizzes can now be linked to Individual Types of Training.
  • In the case of document type trainings, the user must select the specific document ID and the Quiz version required.

Maintenance Requests: Vendor Emailing

• When assigning a Maintenance Request to a Preferred Vendor, customer also have the option to notify them via email. 
• These emails will contain a summarized view of the request so recipients can have an overview of each request has been assigned.
• Customers will find both a warning when a Preferred Vendor does not have an email in their profile and a success message noting to which Vendors the email was sent.

MyWork

• In this release,  the MyWork task functionality has received an enhancement to include module origin identification and may include a hyperlink enabling quick navigation to the source location of the task.
• This improvement ensures better clarity, reduces ambiguity, and enhances workflow efficiency by providing staff with immediate context and access to related information.

Unique Initials

• Based on feedback from our customers the algorithm for creating unique Staff initials for all documentation purposes in iCM was enhanced.
• These initials appears throughout iCM and can be found in the Staff Listing report.

Individual Profile

• Individual Addresses
  • The Individual Profile's Addresses tab has received a few enhancements to help capture both Active and InActive address information.
  • The tab has been relabeled to Individual Contact Info.
  • The system now allow users to manage and track historical addresses for Individuals by capturing "From Date" and "To Date" for each address type. 
  • The System allows for one Active Home address and multiple Active Work addresses.  
  • When adding a new Home address, users will first need to ensure an "End Date" has been entered for the previous address. 
  • The system will maintain a historical log of all past addresses, accessible to users for tracking.
  • As this is a new feature and current Home and Work address lacks a "From Date".  Staff editing these will find the requirement to add a From Date in order the save.
  • This functionality ensures effective address management and accurate tracking of individual locations
  • Work addresses will continue to be pulled in from the Employment module
• Admitting and Principal Diagnoses
  • Customers can now designate ICD-10 codes as either Admitting or Principal Diagnoses within the Individual’s Profile under the Medical Info -> Diagnosis section. 
  • Customers may select one diagnosis for each or use the same diagnosis for both. 
  • This enhancement ensures required data is provided for successful 837i billing.

Clinical Contact Note

• This release updates the printed CCN documents to include the Individual information header on every page, to ensure compliance with some state and federal requirements.

Progress Notes

• This release includes a new configuration in the Progress Note Settings to require staff signatures when staff are marking a Progress Note as Reviewed.
• This setting is located in iCM-Settings->Progress Note Settings.  
• This feature is defaulted to Off.

Mobile App