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New Features & Improvements

Reporting

• CLDR: Verify Health Insurance Type is pulling from primary 
  • We reviewed the structure of the Consumer Level Data Report to ensure that the Health Insurance Status being pulled into the report is the Primary Insurance for the client. 
• CLDR: Update Date Format 
  • We verified that all dates used in the Consumer Level Data Report formatted as MM/DD/YYYY.

    NOTE:  We cannot ensure correct formatting when the report is loaded into Microsoft Excel. Please verify the dates are formatted correctly when open in Microsoft Excel. 

     

Defect Fixes

Appointments

• Staff Appointments Intermittently Appearing in Incorrect Staff Column when in Multi-Staff View
  • We fixed an issue when viewing multiple staff's appointments in one view, appointments were being shifted to columns for other staff rather than the primary staff in the client's appointment. 
• Clients Removed from Scheduled Clients List for Group Appointments
  • We fixed an issue when adding multiple clients to group appointments, selecting a new staff after having added client(s) to Scheduled Clients for a different staff, the previously select client(s) are being removed from Scheduled Clients.

Billing

• Round Hour Setting not Working when Editing Group Times
  • We fixed an issue with hour the Round Hour setting functions with group service lines. 
• Amount for SVD (Service Line Adjudication) not Populating if Amount is Only in Payments
  • Fixed issue where SVD amount is being pulled directly from Change Time > Extra Info > "Amount for SVD segment" and ignoring any amount in Payments.
• North Homes Inc: Signatures Disappearing
  • Fixed issue with signatures disappearing from forms including Group Residential Plan form. We've added additional detail to the 6220 report which captures when a form is unlocked and when a signature is deleted. 

Portal

• Client Portal: "My Documents" incorrectly displays completed forms
  • We fixed an issue after logging into the Client Portal where My Documents will load the completed forms and then incorrectly switch to display Forms to Complete. 

Reporting

• Incorrect Tobacco Use Metrics in 50752 CCBHC Measure Report
  • We fixed an issue with the TSC Report calculations causing the total eligible population for Metric 1 to be smaller than the population in Metric 2.
• Eligibility Response Report not being Displayed for Security Health and TriCare
  • Fixed issue with Availity sending a response, but we are not displaying a report of that response.
• Unable to Generate Commissions Report
  • We fixed an issue with the Commissions Report not loading due to query not performing correctly. We have made adjustments to the query to fix the issue and the report now loads fine. 
• 3620 Report Returning an Error if Client(s) have Alphabetical Characters in Client Number
  • Fixed issue with the 3620 report displaying only for clients that have all numerical characters in their client number. If there were any alphabetical characters in the client number for any of the clients in the selected group(s), the report returned an error.

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