eCR™ 2.36 Release – Build Notes

2.36 Build Notes

Below are the Build Notes for the eCR™ 2.36 Release.  You can use the links below to jump directly to your desired section.   

If desired, you can print the build notes via PDF here: 2.36 Build Notes

• Administration
• Alert Manager
• Billing/Posting
• Charts
• Form Lab
• Forms
• General
• Interfaces
• Medication Management
• Methadone
• My Billing/Daysheet
• New Customer Setup
• Progress Notes
• Reporting
• Scheduling
• Submission Center
• Treatment Wizard

ID	Category	Description
24696	Administration	New feature in our Super Bill functionality to easily view and re-use historical diagnoses. When using a Super Bill note with a diagnosis selector that includes all diagnoses, when adding a diagnosis to the form you can choose from a list of previously used diagnoses which are identifiable by the Date of Service they were used on.
26042	Administration	Increased the characters length to 20 for Employee ID field on Administration-->Users.
24262	Administration	Changed Day to Day->My Client List to not display purged patients when the View By Clinician option is selected.
26254	Administration	Setup->Lab Order Tests Setup: Fixed a situation where setting a component inactive that is already part of a test would cause the test to encounter an error when selecting it on the tests tab.
26231	Administration	Fixed a bug on the Administration->Credentials screen that would happen if you entered a Description of more than 50 characters and tried to Save a credential. Set the character limit on the Description field to 50 characters.
23755	Administration	CCDA files will now be queued on chart status changes (referral/admit/discharge), including those done in Day to Day-->Visual Bed Board. Incoming HL7 events will now also trigger CCDA files on chart creation/updating, and on patient updates/creation.
25923	Alert Manager	Alert Manager: FormLab forms - Fixed situation: When multiple route-to alerts existed for a form created by FormLab, and one of those route-to alerts was satisfied, the form was triggering alert manager to delete all route-to alerts for that form. This has been corrected.
25831	Billing/Posting	Added into Day to Day -> My Billing -> Progress Note tab, if there is Provider entered on the Administration -> Programs, charges will now be created with that Provider versus who signed the progress note.
26169	Billing/Posting	Performance improvement: Fixed an issue in Billing -> Insurance Billing which would cause data to refresh twice unnecessarily.
26350	Billing/Posting	Day to Day->Charge Entry: Fixed a situation where a certain combination of steps would cause a patient name to show on another visit. This situation could occur in the following scenario:  1. Open Charge Entry. 2. Switch to "Search By: Claim ID" mode. 3. Select new charge by: a. Typing a claim# (ie 56682), then b. Down key to highlight the charge, and c. Enter to select. 4. Select a new charge by: a. Typing (ie 56683), then b. Down key to highlight the charge, then c. Left or Right key (can also use Home or End) to unselect the text in the text box, then d. Type a single character, number, or space, then e. Wait for the Claim ID to disappear from the drop down list because it's no longer a match, then f. Press the Tab key. 5. Press "OK" on the "Patient not found! Please try again!" popup. 6. Notice that the Claim ID has changed, but the Patient Name has not.
25850	Billing/Posting	Added a line on patient statements to show a balance forward to provide clarification on the total amount specified on the bill.
26260	Billing/Posting	Posting->Ledger: Fixed a situation where opening a charge from the ledger would cause issues with the patient displayed on the visit. This scenario would occur if the following steps occurred: In the Ledger: Open the Ledger. Search for Patient A and select them in the drop down. Click Refresh. Search for Patient B and select them in the drop down. Don’t Refresh! Right-click on a claim that is still showing for Patient A and choose “View Visit”. Save.
25853	Billing/Posting	Fix issue where when rolling from an Insurance to RP on the Posting->Payments screen, and made it properly calculate the amount to transfer. The issue could be found in the following scenario: 1) Create a charge in charge entry for $100 with a $20 copay 2) Mark it as billed 3) Go to the Payments screen and enter a $20 payment from RP to pay off the copay 4) Roll what insurance owes to RP Expected results -------------------- $80 should get rolled since that's what they owe Actual Results -------------------- $60 is rolled because the payment from RP is being subtracted from the insurance bucket and not the Charge amount
26054	Billing/Posting	Eligibility (Billing --> Eligibility): Some payers send a TRN*2 segment in the dependent (200D) loop. Previously, this segment was only expected in the subscriber (2000C) loop and in these cases the response was not processed back into eCR. This scenario has been corrected to accept responses where the TRN*2 segment comes back in the Dependent loop (2000D).
25541	Billing/Posting	Created a new billing format for sending claims directly to New Jersey Medicaid
26454	Billing/Posting	Posting->Payments: Corrected an issue where processing payments would cause a time out to occur when the Copay Due was not the same as the original Copay.
26497	Billing/Posting	Fixed a bug in Claims Management Bulk editing in which some fields on Charge Entry were not properly being updated when a bulk edit was done. The following scenario outlines the issue along with what filters were corrected in the Claims Management screen: Repro Steps: Open Claims Management. Search for some number of claims. Select all of them. Right click a selected claim and select Bulk Edit Checked Claims. Navigate to Admission Discharge and select Admission Type Code. Select it and select a value in the combo box. Click Save. Expected Result: All checked claims have received the update of the selected field. Actual Results: The selected field on the checked claim has been blanked out. This issue is confirmed to also happen for Admission Source Code, Patient Status Code, Facility Type, Bill Classification and Frequency. All of these fields are on the Charge Entry screen ->UB04 tab-> Admission sub-tab.
26197	Charts	Fixed an error on the Patient Chart in which the chart header would not lock properly if the 'At Risk' details were longer than 250 characters.
26053	Charts	Changed the Location dropdown list on the Chart --> User button sort the locations alphabetically.
26059	Charts	Administration > Patient Chart Manager. Updated this screen to handle visits that were voided to determine the proper list of 'purge-able'.
26259	Form Lab	In Administration->FormLab, forms using a grid control that have a drop down column that fill with a list selected under "Fill from other places" when the form is published and in use the contents of the drop down are now sorted in alphabetical order.
24824	Form Lab	2 new enhancements when working with diagnoses in Super Bill functionality: 1) The ability to have a diagnosis section on a Super Bill note that is not tied to a single diagnosis set, allows for use of all diagnoses. 2) New search box added on diagnosis control search for and select diagnoses much easier.
25905	Form Lab	Fixed an printing error on SuperBill progress notes that happens when printing a form with inactivated procedures.
26214	Forms	DARTS (Illinois state reporting): Fixed the validation on DARTS Client/Patient Master Demographic form; associated with no administration route satisfying the validation rules when the selected substance was "PCP".
26085	Forms	Fixed the Problem, Goal and Objective Library selection screen to display data in the grid properly. The rows were not displaying data in a user friendly manner.
26128	Forms	Fixed an error in the DARTS Client/Patient Demographic Admission (DART_AD) and DARTS Client/Patient Demographic Transfer/Discharge (DART_DIS) forms that happened when you would close the form while it was opened in template mode.
25784	Forms	Form Printing. Made change to the BioPsychosocial (SA5BPS), BioPsychosocial (SA5BPS2) and SA005 BioPsychosocial v3 (SA5BPS3) forms to not print a date of 01/01/0001 when the appointment date and time are blank on the Treatment HX tab. Made change to the TA07a 15 Comprehensive Treatment/Recovery Plan and Review (TA07a_15), TA07a 15 Comprehensive Treatment/Recovery Plan and Review w/o DP (TA07a_15v2) and TA07a 15 Comprehensive Treatment/Recovery Plan and Review w/ DP (TA07a_15v3) forms to not print the pregnancy questions on the Comment tab if the patient is a male.
25897	Forms	DARMHA (Indiana state reporting): Created new form: DARMHA Adult Needs and Strengths Assessment (ANSA) 2021 (DARMHA_ANSA_21)
26292	Forms	Fixed an issue on the 819 Admission (819.9_ADM_13) form in which signatures were not working properly when a form had a single signature signed and was re-opened.
26146	Forms	Fixed an error on the SA035 Assessment Narrative v2 (SA035_ANv2) form in which an error would occur when clicking the "Select Goal" button.
26367	General	Fixed an error on Insurance combo box (Day to Day->Employee Assistance Program -> Contracts Tab) in which Insurance combo box source was bringing the insurance list wrongly. In addition, a blank item was removed from the 'Covered Emp Type' list.
25891	General	Fixed an issue in the Procedure Variation tab that happened when checking the Inactive column in certain situations. This error would occur in the following scenario: a. Administration/Procedure - Search for a Procedure with no variations. b. Go to Variations tab. c. Scroll right to Inactive flag. d. Select inactive check box. e. Click out of row into another cell in the row just checked inactive. f. Unhandled Exception is thrown.
25847	General	Fixed a bug in the Day to Day--> Referral screen in which the 'Additional Info' grid was not being transferred to the client form (the referral form that would show in the patients chart) upon completion, if the user selected an 'existing' patient on the Referral screen.
26102	General	Performance Improvement. Improved performance when generating CCDA files.
24823	General	Added a new column ("Order") to the SuperBill Procedure selector in which you can set an order to the diagnosis related to the selected procedure. This allows the user control over the order in which diagnoses will be billed against each procedure.
26323	General	Fixed an error from the Patient Insurance grid on the Day to Day -> Referral -> Referral form when a patient's insurance included an inactive program on it.
22221	Interfaces	Added the ability to send Ask on Entry (AOE) information in the Setup > Lab Order Tests Setup > Ask on Entry tab. This allows an agency to ask any questions necessary when selecting a certain panel or test. The answer will be sent on the outgoing lab order.
25772	Interfaces	Added a setting to Setup->Lab Orders Setup to auto-fill the diagnosis on the lab order with the diagnosis from the patients chart. Also added the ability to additional diagnosis to go out on the order by selecting the diagnosis ellipsis the the right of the diagnosis field. The ability to add additional diagnoses does not work with ACM labs.
24530	Interfaces	NJAMHAA state reporting: Developed a process to generate patient and provider rosters to be used for uploading to the NJ RHIO (NJHIN). Generated 2 roster files (patients and providers) to that can be uploaded to NJHIN. These will be generated in a nightly batch cycle. The files only need to generated every 90 days so the process will check to see if it is the first of the month and if it is, generate and send the files.
25631	Interfaces	CCDA creation: Created a new screen, Setup --> Loinc Mapping to allow users to add/update/delete LOINC codes for the Race and Hispanic lookup tables used on Patient Details for purposes of complete reporting in a CCDA.
25476	Interfaces	CCDA generation: Lab Results data has been added to the Test Result section of the CCDA. The new data is obtained from the same location as it is in Patient Details --> Lab Results Tab.
26233	Medication Management	MAT: Fixed an issue on TGI Medication Order Form v2 (TGI_MOv2) and TGI Medication Order Form v3 (TGI_MOv3) that would prevent you from completing the form and then discontinuing it without closing the form.
26405	Methadone	MAT: The Spill Remove medication screen is pulling all pill bottle data. This has been updated to remove reduce unnecessary bottles from being pulled and improve performance.
26202	Methadone	MAT: Fixed an issue in the Medication Dispensing History screen in which the Unavailable Reason would show blank or incorrect.
26508	Methadone	Fixed the Test Name drop down on the Patient Screening Schedule Rules screen when creating a new Screening schedule to exclude Inactive test types.
25967	Methadone	MAT: When creating a schedule for random drug screenings, the user can now exclude certain days from the schedule by deselecting a day of the week on the Schedule Screenings screen. The Schedule Screenings screen can be reached by: Patient Chart --> Schedule Screenings. The Screening Results screen could only be reached by: Day to Day --> Fill Methadone Orders --> Select an entry in the Patient List --> Screenings. Now, this screen can be reached from the chart: ii. Patient Chart (in a Medication Dispensing Program) --> Screening Results, or from the Medication Check-In screen: iii. Day to Day --> Medication Patient Check-In --> Screening Results (button appears in the top dock once a row in the grid is selected).
26133	Methadone	MAT: Fixed an error that caused some liquid dispenses to not be removable.
26107	Methadone	MAT: Modified how the new Medication Middle Table is being used, allowing for new entries to be inserted per Order for greater tracking, allowing orders to pull in correctly on Medication Order Dispensing.
26282	Methadone	MAT: Fixed a bug in Administration-> Medication Inventory screen that would not let you insert a single new bottle (it would allow bulk inserts) when you would start the new bottle from an existing bottle, if that starting bottle was locked from another screen.
24679	Methadone	MAT: Created new functionality that requires a reason code for spills and provides visibility into removed and spilled dispenses within patient dispensing history, including patient dispensing history from the chart, dispensing, and admin dispensing screens. Created new functionality that requires users to select a reason code and reason for dispense removal and dispense spilling. Removed unnecessary warnings about bottle overflow from remove and spill screen. Added patient name to dispense removals going forward.
25929	Methadone	MAT: New feature to have patients with multiple state registry Id's via Patient Details > Additional Demographic Info (cont.) tab > State MRN button.
26450	Methadone	MAT: Created new functionality to enable the removal of Pre-Poured bottles from the Medication Inventory (Administration -> Medication Inventory). New functionality gives the user to remove the contained medication first, accompanied by a reason and reason code, or transfer medication out to corresponding bottles that match the dose amounts of the original Pill Bottles that dispensed medication into the Pre-Pour Bottle.
26158	Methadone	MAT: Fixed the tool tip on the Require Central Registry Number option on Setup->Clinic Options->Dispensing tab.
24615	Methadone	MAT: A patient's on-time or late status is now linked to the medication, not the order, so the patient's dispensing status persists between orders of the same medication.
26436	Methadone	MAT: Performance Improvement. Modified how the our signature columns are being created in eCR to reduce response time.
26384	Methadone	MAT: Fix an unhandled exception on the Medication Dispensing Admin Screen (Administration --> Medication Dispensing Admin Screen) when trying to dispense without selecting an order.
26103	Methadone	MAT: Fixed an unhanded exception that could occur on the Medication Dispensing Screen (Day to Day --> Fill Methadone Orders) when you select a location after unlocking your eCR session.
26266	Methadone	MAT: Added decimal rounding to transfers on the pre-pour screen to prevent mismatching on certain decimal to fraction conversions. Additionally added empty row validation to prevent from users from dry dispensing when on the Pre-Pour Screen.
24140	Methadone	MAT: Fixed an issue where you can receive this message "The patient has a new recorded dispense. Your patient list will be updated" after dispensing a single dose to a patient that is scheduled to pick up multiples.
26098	Methadone	MAT: Fixed issue where certain orders would have incorrect matching data with new tables used to match dispensing dates.
26421	Methadone	MAT: The second dose of split dose dispenses will now show on Medication Pre-Pour Dispensing (Day to Day --> Medication Pre-Pour Dispensing).
26243	Methadone	MAT: Modified how the signatures are being handled on Methadone forms that use custom form signing logic to ensure forms are filled out properly.
26049	Methadone	MAT: Fix nurse signature being required on medication schedule for patient to show on dispensing screen.
26475	Methadone	MAT: Addressed incorrect pickup start and end times on orders with multiple/revised schedules.
26306	Methadone	MAT: Locked down the bottle selection on Admin dispensing, and created a more streamlined way of selecting pre-poured medication from this screen.
26132	Methadone	MAT: Updated decimal based dispensing to send commands to pump in its expected format.
26119	Methadone	MAT: Added a character limit to the Central Registry Number field on Day to Day->Patient Details of 100 characters.
26213	Methadone	MAT: Fixed Pump Calibration not closing properly if exited from during the pump initialization process.
26105	Methadone	MAT: Fixed an unhanded exception that could occur on the Medication Dispensing Screen (Day to Day --> Fill Methadone Orders) when you changed the filters for the patient list after unlocking your eCR session.
26131	Methadone	MAT: Added a check on the filling of the override grid to look at the overrides grid and compare the Order start date and the Override Start Date to see if there are any gaps in the dates, on TGI_MethadoneSchedulev3 - (TGI_MSv3) and TGI_MethadoneSchedulev2 - (TGI_MSv2).
25968	Methadone	MAT: Added the ability to return pre-pour bottles to a medication bottle.
26001	My Billing/Daysheet	Improved performance fetching data on the Day To Day --> My Billing screen when the Progress Notes and Inpatient tabs are refreshed. This also affects the Day to Day-->My Daysheet screen.
26225	New Customer Setup	Fixed an unhandled exception on Day to Day-> Patient Details that would happen when editing the Lifetime Maximum field on the Payer/SS Fee tab.
26072	Progress Notes	Printing: Label date text on print/print preview updated to be aligned with eCR form label text.
26136	Reporting	MAT: Updated the "Medication Lighthouse Emergency Export" to include data from the latest Medication Order Form 'TGI_MO3'.
24092	Reporting	MAT: Edit report "Medication Dispensing - Total Per Patient and Missed Doses": Added the reason code selected at dispense as a column to the report and the filter for it. Also added the filter Medication Dispense, which looks at medication dispenses that were altered or as written.
26141	Reporting	Edit Report Posting Activity: Fixed an issue where the report would not finish loading. Changed the way the date parameters are declared as that was causing an issue.
25640	Reporting	Updated the UDS Report : Corrected the total calculation in "Clinic Visits" and "Patients" in Table 5. For Table 3B, fixed an issue of the two sub tables at the bottom, "Patients by Sexual Orientation" and "Patients by Gender Identity" not always showing the same totals.
26281	Reporting	Edit report "eLabs Received with Details": The report was showing incorrect test comments. Ensured that the test comments match with those in Patient Details screen.
26256	Reporting	Edit report "Charges by Primary Payer Details - Net": Fixed an issue of the report only showing 0 for contractual amounts. Also ensured that the insurance filter is working correctly and only filters on the insurances selected.
25675	Reporting	Edit Report "Medication Dispensing - Total Per Patient and Missed Dose": Added the Program filter to the report.
24426	Reporting	Edit reports: "Medication Dispensing - One Day Schedule" and "Medication Dispensing - Weekly Schedule": Added the patient's date of birth to the reports.
25728	Reporting	Updated the reports Admission Status - Specific Date Selections and Admission Status for the new Admission Data Collection form.
24912	Reporting	New report "Medication Dispensing - Breathalyzer or Toxicology": See the results for patients who take Breathalyzer at the dispense window by the Dispensing Nurse.
26160	Reporting	Edit Report: "Export Report - Visits': Fixed an issue where the report would not finish loading.
26106	Reporting	Performance enhancement Billing Recap: Fixed the issue of the report stuck in the loading screen by changing the way the filters are handled in the report. Also divided the Insurance Code filters and the Billing Code filters into 2 different filters, before you could only filter on one.
25997	Reporting	Add the Progress Note ID that is directly linked to the appointment to the Power BI Appointment table.
26224	Reporting	Edit Report "Total Accounts Receivable by Client Details": The report was showing the incorrect customary amount in the details section, usually double the amount in charge entry. The report was summing the charge entry amount, rather than displaying it. The correct amount will now be shown.
26161	Reporting	Edit report "Charges by Program Summary": Fixed an issue where the report would not finish loading.
26080	Reporting	Edit Report eLab Orders: The report was taking a long time to load, limited the report to show 25 rows per page to speed up the load time.
26003	Reporting	Edit Report "Provider Productivity - Revenue Earned": Changed the report to have it use the associated units from the variations tab first rather than using the units from the "procedure info" tab on the procedure record.
25147	Reporting	Edit report "Payments by Check": Changed the grouping so the report groups by Check, then Payer and then the details. Added filters for Program and Location.
26429	Reporting	Edit report "Dutchess County Export": The report was not loading regardless of what end filters are used or taking a very long time to load. Fixed the issue by changing the way the data is being passed internally.
26377	Reporting	Edit reports "Medication Dispensing - Inventory Audit Report", "Medication Dispensing - NYS DOH Monthly", and "Medication Dispensing - Total Per Day": Updated the reports to integrate the new fields that were added to record removal and spilled reason information.
26462	Reporting	Edit report "Visit Procedures By Provider" : Changed the way the date filters work internally so that the report would finish loading.
24777	Reporting	Edit report "Medication Dispensing - Total Per Day": When accounting for adjustments, the report will now look at the modified date of a dispense rather than the original dispense date.
25524	Reporting	Edit report "Charges by Primary Payer Details - Gross": Corrected the issue of the incorrect payer showing up in the report. The report will not count voided bill dates when looking for the first payer. The first non voided payer will be shown.
24585	Reporting	New report "Create new OASAS First Contact / Dose Report": Shows the time between certain points in a Patients Episode of care, and percentages of Patients that have achieved these points.
26257	Reporting	Edit report "Prevention Counseling Survey Outcomes": Ensured that ServicePlanStatus and ReasonNotCompleted have data rather than blanks by adding the SA033 Prevention Counseling Discharge Case Summary V2 form information.
26114	Reporting	Edit Report "Medication Order Deficiency": Removed the condition that forces the report to only consider those Medication Order forms that are older than 80 days from today.
26463	Reporting	Edit reports "Payments and Charges by Client Details" and "Payments and Charges by Payer Details" : Changed the way the date filters work internally so that the reports would finish loading.
26051	Scheduling	Scheduling --> Schedule --> Check-In Screen: Added the ability to the Check-In Screen to allow Credit Card payments
24061	Scheduling	In Scheduler when using the Zip To Zone functionality "Include users with maxed caseloads" option, Non-Admitted statuses are now being ignored in the caseloads count.
22389	Scheduling	Added a "Show Inactive" check box to the Resources list in Scheduler and changed the Resources to not show inactive users by default.
25729	Submission Center	FASAMS reporting. Service Event --> added in a default time of 00:00 to display rather than an empty string in the resulting file.
26094	Submission Center	DARTS (Illinois state reporting). Day to day --> Submission Center --> Darts OMT Pharmacy: fixed a defect that kept a user from processing multiple selected rows at the same time.
25985	Treatment Wizard	Day to Day->Treatment Wizard: Fixed unhandled exception thrown when user would register a new patient via Treatment Wizard, select patient chart information, then select 'Save/Open Chart' button.