November Sprint 1
- Admissions Pipeline: The pipeline focus panel's insurance tab has been upgraded to display insurance records in the correct order: Primary, Secondary, Tertiary, and Other.
- Patient Records: The Residence Type list has been updated to include an option for the Homeless.
- Patient Insurance Records: The Plan Category field has been relabeled as Insurance Category for consistency with Kipu EMR.
- Patient Activity Panel: The patient activity panel has been updated to showcase contact name tied to communication log records.
- Referral Sources: The Organization List list has been updated to include an option for Traditional Practitioner.
- Tag System: The Custom Tags feature has been enhanced to allow users to create tags for the VOB 2.0 application.
- Treatment Opportunity: The Bed Board field located in the decision area has been enhanced to only showcase the available bed options tied to the estimated facility selected.
- VOB 2.0: The VOB 2.0 application has been updated to grant users the ability to apply custom tags to Phone VOB records.
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VOB 2.0: The VOB 2.0 application file upload size limit has been increased to 50 Megabytes.
November Sprint 2
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Call Queue: The Call Queue has been upgraded to allow users to apply custom tags to call records. Additionally, the call queue grid has been updated to include a new column for CRM Tags.
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Custom Tags: The custom tags feature has been updated to grant users the capability to create tags for Call Queue records.
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Custom Pipeline Flows: The custom pipeline flow feature has been improved to automatically generate a flow labeled as 'no flow.' This flow serves to house opportunity statuses that are not associated with a custom pipeline flow, enhancing organization and clarity in the system.
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EMR Integration: The integration with the Kipu EMR has been enhanced to populate updates to patient gender when changes are made on an active EMR face sheet.
Important
For the auto-sync update functionality to work as expected, the treatment opportunity must be transferred to the EMR and contain an admission date and MR(medical record) number. - Manage Files: The Manage Files application has been adjusted to remove the option to email files exceeding 10 megabytes in size.
- Mass Update Tool: The Mass Update tool has been upgraded to include mass disposition capabilities for the Call Queue.
- Patient Records: The VOB 2.0 history grid within patient records has been upgraded to include support for grid state functionality.
- Patient Activities: The Patient Activity area has been updated to show the contact name associated with communication log records. This information will be populated when the contact with field is set to Patient Contact, Facility Contact, Referral Source Contact, Insurance Company, or Staff.
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Patient Contacts: The email toggle on patient contact records has been upgraded to provide a warning. This alert prompts users to input a valid email address when the contact opts in for email marketing, ensuring accurate and effective communication.
- Referral Source Contacts: The email toggle on RS contact records has been upgraded to provide a warning. This alert prompts users to input a valid email address when the contact opts in for email marketing, ensuring accurate and effective communication.
- Tasks: The task editing functionality has been enhanced to grant task team managers the capability to edit tasks created by their team members.
- Tasks: All grids within the task center have been enhanced to provide users with the option to view records in a new tab when right-clicking, offering greater flexibility and ease of navigation.
- Tenant Error Message Center: The Tenant Error Message Center has been updated to log and display the following form mapping failures for webform integrations: FRM-0001 - Unable to parse message from provider | FRM-0002 - Unable to parse message from provider | FRM-0003 - FormStackId: {idgoeshere} not found.
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VOB 2.0: The phone VOB focus panel has been updated with a new user interface (UI) to enhance its appearance and overall visual appeal.