February Sprint 1
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Custom Tags: The Custom Tags feature has been updated to include a new tag system for Outbound Call List records.
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Customizable Lists: The method of payment list has been expanded to include the following new options: Private Pay - PermiaCare | Private Pay - MMH.
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Customizable Lists: The Referred Through Types list has been updated to include a new option for County.
- Form Queue: The deletion functionality in the form queue has been enhanced to permit users to delete records, even if they have been linked to a patient record.
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Grids: The VOB Queue grid has been enhanced to use 100% vertical scaling, ensuring greater consistency with other grids in the system.
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Grids: The Task-related grids (Assigned Tasks, Tasks Created, and Team Tasks) have been improved to use 100% vertical scaling, ensuring greater consistency with other grids in the system.
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Grids: The tenant payors grid has been updated to use 100% vertical scaling, ensuring greater consistency with other grids in the system.
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Patient Records: The Patient Contacts section has been upgraded to allow users to customize the columns displayed.
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Referral Source Communication Logs: The Referral Source Communication Log entity has been enhanced to introduce a new discussion area. You can add comments and tag other users directly in the system.
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Transfer to EMR: The patient post from CRM to EMR has been revised to include the organization name in the full name field in the EMR contacts area when the Referred Through on the opportunity is set to the organizational contact.
February Sprint 2
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Admissions Pipeline: The admissions pipeline grid has been enhanced to include a new column to display pronouns.
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Grids: The grids associated with the admission referrals crosswalk in referral sources (In Process, Accepted, Rejected, Declined, Outbound) have been enhanced to use 100% vertical scaling, providing greater consistency with other grids in the system.
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Grids: The facility records grid has been enhanced to use 100% vertical scaling, providing greater consistency with other grids in the system.
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Mass Update: The mass update feature has been upgraded to now support synching payors between EMR & CRM.
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Quick Entry: The Quick Entry application has been revised to show only active facility records for selection.
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Tasks: The Task Information modal has been improved to be compatible with mobile devices, enabling users to create tasks on the go.