Improvements & Defect Fixes

Administration

• PROS - User Permissions
  • In Administration > Users > Access Level (first tab) > User Permissions, we have updated User Permissions to hide the PROS Check-In/Check Out screens, ensuring they are no longer visible.

Billing

• PROS Updates
  • In Setup > Billing/Program Defaults > PROS tab, the Time Exclusion Grid was removed and the PROS Unit Conversion Chart was hid to ensure accurate calculations based solely on offsite services.
  • Updates were made to the unit calculation for PROS billing. Offsite unit now count as two units instead of one, with a daily maximum of 10 units. This change applies to both CRS and Add-On components for accurate billing tiers.
  • In Day to Day > My Billing > PROS tab, we removed the Check-In Duration, Check-In Details, and Adjusted Check-In Time columns from the PROS tab. These columns are hidden in the UI, but remain in the database for record keeping purposes.
  • Billing units are now correctly displayed on the add on procedure in Charge Entry, even when no CS base tier is met, ensuring accurate reporting and billing.
  • The tooltips were updated to clarify column information in My Billing.
  • The printing format of the PROS tab in My Billing has been updated to reflect recent changes in column names and added new columns. There are now abbreviated headers to fit more information within limited space, ensuring the printed view accurately represents the on-screen data for better usability.
• Scheduled Appointment Call List Report
  • We have resolved an issue in the Scheduled Appointment Call List Report where refunded unapplied payments were not reflected, causing incorrect credit balances. The report logic has been updated to ensure consistency between the report and the ledger.
• 837 Amounts Issue
  • An issue was resolved that was causing Medicaid claims to be denied due to out-of-balance charges from discrepancies in charge amounts. Claims now correctly pull charge amounts, preventing denials and ensuring accurate billing.
• 837 - Loop 2400 Fix
  • We fixed the 837 Loop 2400. Insurance Procs Overridden now reflects the changed to Procedure Customary Amount. 
• My Billing Error
  • We fixed an Index out of range error in My Billing that occurred when unselecting an insurance during test batch processing. Insurances can now be unselected without triggering the error.

Clinical

• PROS - Update Check-In/Check-Out Screens
  • Check-In/Check-Out has been removed from Clinic Options. Patients no longer need to check in/out for accurate billing and charge creation. 
• Clinical Documentation Minutes Fix
  • We fixed an issue with Clinical Documentation minutes not pulling into billable services. Now, if the Duration field does not populate correctly, an alert triggers, preventing incorrect saves and ensuring accurate billing.
• Update to Chart Details
  • Chart Details is updated to include optional fields for Preferred Name and Pronouns. Preferred Name appears next to First Name if entered, and Pronouns are displayed if added. This enhancement improves user personalization and data accuracy. 

FormLab

• Billable Progress Notes
  • We fixed an issue with billable progress notes in FormLab being incorrectly prefilled with previous visit narratives. The logic is updated to respect the "Do not prefill from previous version" flag.
• My Billing - Secondary Signatures
  • An issue was fixed with secondary signatures not displaying on FormLab progress notes in My Billing. This update ensures all required signatures are shown, improving compliance and documentation accuracy.
• Alias Field Issue
  • An issue was resolved with Alias 1 and Alias 2 fields in FormLab forms not prefilled from Patient Details. The database script is updated to ensure these fields are correctly populated.

Forms

• MH Progress Note - Overlapping Notes Issue
  • We fixed a defect where overlapping notes in the MH Progress Note form could be signed despite hard stops being set. The query logic was adjusted to prevent this. 
• Clinical Document Headers
  • We have updated clinical document headers to include Preferred Name and Pronouns. Preferred Name appears next to First Name is entered, and Pronouns are displayed if added. The "Gender" label was changed to "Sex" where applicable. 

Medication Management

• Medication Dispensing Admin - Pre-Pour Inventory
  • In Administration > Medication Dispensing Admin, we fixed an issue with the Pre-Pour Inventory radio button that was causing errors when dispensing pre-pours on past dates. Now, pre-pours can be documented accurately without pump communication errors.
• MAT Inventory Issue
  • We fixed an issue with multiple inventory rows for a single bottle number in MAT inventory. Now, only one row per bottle number is allowed, ensuring accurate tracking.
• Updated Medication Dispensing Screen
  • The Medication Dispensing screen has been updated to include Preferred Name and Pronouns. Preferred Name is displayed below DOB, Pronouns follow Preferred Name, and SSN is moved up to the row with MRN and DOB.
• Bottle Transactions Fix
  • We fixed an issue with bottle transactions (Audit Add, Audit Remove, Transfer) being successful without unsealing the bottle. The audit table has been enhanced to ensure unsealing action is recorded before transactions, improving accuracy and compliance.

Reporting

• Car Fare Reimbursement Patient List Report Update
  • The Car Fare Reimbursement Patient List Report has been corrected to include Suboxone bundle code G2068 in the summary procedure list, ensuring accurate reporting of service dates.
• Pre Phone Intake Referent Report
  • The FL_PS3 form was added to the Pre Phone Intake Referent Report. The report now includes Program, Location, Referred By, F/U Contact, and Creation Date fields. 
• Caseload Report
  • Inactive users have been added to the Caseload Report, enabled viewing of historical chart caseloads and enhancing report utility.
• PROS Services Report
  • The PROS Services Report has been updated to remove Check-In/Check-Out lines and descriptions about Progress Notes outside these periods. The Check-In/Check-Out option has been removed from the Expand Details to Level dropdown field, ensuring accurate reporting without unnecessary details.
• UDS Report
  • We fixed an issue with the UDS Report not aligning with the Practice Stats by Diagnosis Report. The UDS Report now correctly filters patients based on Diagnosis Source and Primary Diagnosis settings, ensuring accurate patient counts and visit data. 
• Practice Stats - By Diagnosis Report
  • When the Diagnosis Source filter is set to Visit/Charge Entry screen and Show Only Primary Diagnosis is set to Yes, the report will only show patients with their correct primary diagnosis.
• Amount Dispensed and Administered Field Issue
  • We fixed an issue where the Account dispensed and administered this month field did not display "0" when no data was recorded. This update ensures accurate reporting for medication dispensation and administration, improving data integrity.

System

• eCR University to Knowledge Base
  • All "eCR University" references have been changed to "Knowledge Base" and updated to point to Support Articles by default.

To download the full list of release items: Release Items April 2025 Version 2.50 (Complete List)

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