December Sprint 1
- Facility Contacts: The user interface for facility contacts has been enhanced for a refreshed and improved appearance.
- Facility Contacts: The facility contacts area has undergone an update to ensure optimal functionality and user experience on mobile devices.
- Grids: All grids across the CRM have been upgraded to present date and time values in the user's local time instead of adhering to tenant date/time formatting, ensuring a more personalized and user-friendly experience.
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Kipu BI - Referral Tracking Dashboard: The Referral Tracking dashboard has been updated to include a filter control and column for Organization Type.
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Mass Update: The mass update tool has been upgraded to support mass call queue disposition requests.
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Notifications: The notification center has been updated to now populate notifications when a user is tagged in a discussion area.
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Patient Communication Logs: The Patient Communication log entity has been enhanced to introduce a new discussion area. Now, you can add comments and tag other users directly within the system.
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Tasks: The task user interface has been enhanced to provide Last Updated By information, offering improved transparency within the system.
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Treatment Opportunities: The kipu log history modal has been updated to material design for a refreshed and improved appearance. Additionally, a new column has been added to showcase the EMR location that the opportunity was transferred too.
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VOB 2.0: The reason field in the VOB 2.0 focus panel has been enhanced with autocomplete functionality, streamlining data entry and enhancing the overall user experience.
December Sprint 2
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API: The transfer to EMR feature has been upgraded to pass the insurance contact information tied to the insurance record present (Only Medical Claims & Substance Abuse Claims address types are supported at this time).
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Call Queue: The call queue area has been upgraded to showcase updates through a dynamic label format, replacing the original toastr notification style for a more intuitive display.
- Custom Tags: The custom tags feature has been improved to incorporate a cancel icon, providing users with a convenient option to cease edits on a selected tag.
- Custom Tags: The custom tags feature has been enhanced to include a new tag system for Task records.
- Customize Lists: The organization type list has been updated to include the following new options: Nursing Home, Adult Daycare, and Hospice.
- Email Marketing: The sync feature has been updated to recognize suppressed lists, preventing undesired updates from populating into your email marketing provider account.
- Grids: The columns showing date and time values in the admissions pipeline and prospect/patient records grids have been enhanced to present in a short date format, eliminating leading zeros for improved clarity.
- Grids: The alumni processing grid has been refactored to ES6 for enhanced readability and improved maintainability.
- Insurance Records: The insurance category field now includes new options: Self Funded and Fully Funded.
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Mass Update: The mass update feature has been upgraded to now support mass form queue disposition requests.
- SMS Conversations: The SMS conversation section has been enhanced with auto-refresh functionality, ensuring immediate display of the latest messages received from the client on the screen.
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Tasks: The task feature has been enhanced to enable users to apply custom tags to task records, providing additional customization options for task management.
- User Management: The user profile's "Access to Facilities" field has been improved with sorting features and indicators, facilitating clearer differentiation between active and inactive facility records.