eCR™ 2.37 Release – Build Notes

2.37 Build Notes

Below are the Build Notes for the eCR™ 2.37 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: 2.37 Build Notes

• Administration
• Alert Manager
• Billing/Posting
• Charts
• Form Lab
• Forms
• General
• Interfaces
• Methadone
• My Billing/Daysheet
• Patient Portal
• Reporting
• Scheduling
• Submission Center

ID	Category	Description
26789	Administration	EAP Screen Updates: 1. Two Employee Fields (Training and Session) added on Day to Day >Employee Assistance Program > Contracts tab. - #Training Hours - #Sessions 2. Added a 2nd Insurance field to the Contracts tab. This 2nd insurance will fill from the Insurance payers entered in the Administration > Insurance screen.
26693	Alert Manager	Alert Manager update: Corrected issue where at times Route-to alerts are not being sent to users.
26155	Billing/Posting	Added new functionality to be used in all E&M Progress notes. This allows user to specify the exact Procedure (entered in the Administration -> Procedures screen) to use when a charge is generated from an E&M progress note by tying a specific E&M procedure code that you want used based on the associated program. A new tab in Setup->Billing Program Defaults had been created to associate CTP codes to the procedures. NOTE *** After being upgraded, the customer MUST update this tab (at minimum on the program called "Default" for any existing E&M note to work at all. ***
26704	Billing/Posting	Posting-->Auto-Posting: Fixed where the Payer Groups drop-down was still showing Payer Groups that had been inactivated through Administration-->Payer Groups screen.
17235	Billing/Posting	The Auto Posting service has been updated to handle multiple transactions (payer groups) in a 835 remit file. Currently, when Auto Posting an 835 remit where each payer group is already selected, the user has to deselect and reselect the payer group to pass validation.
26624	Billing/Posting	Updated Billing-->Insurance Billing where an 837 was sending an incorrect SA Exception Code instead of the correct code of '7'.
26847	Billing/Posting	Blanket Authorization at the Insurance level for specific procedure codes. The purpose of this story is to ensure an Authorization number is sent on a 837 for specific services created for a specific insurance company. For example, when "Procedure A" is billed to "Insurance A", the same Authorization is always sent on the claim. Changed insurance billing to use the administration -> Insurance screen -> Insurance Authorization tab, so if there is a charge that is being billed and the insurance is setup with a blanket authorization and the charge doesn't already have an authorization on it, it will use the blanket authorization in the 837 file.
26422	Billing/Posting	Patient Statement sent through Ability: Made various changes to the file produced that will be used in the Patient Statement engine, including adding the facility name, and some additional dunning data. Removed some unnecessary patient data.
26379	Billing/Posting	Fixed an issue where the patient balance was not accounting for refunds.
26019	Billing/Posting	Created a new billing format for Alabama Medicaid.
26658	Billing/Posting	Fixed a bug in Day to Day-->My Billing Inpatient tab in which you could not remove days from the Details view in a situation where a patient was swapped from a bed to a second bed and then back to the original bed all on the first day of admission.
26194	Billing/Posting	Auto Posting: updated auto-posting functionality so that an 835 file can be processed again after removing the file from Auto Posting.
25965	Billing/Posting	Administration-->Insurance: Added Medicare Crossover Payer ID for a way to match the incoming ID on the 835 for the crossover carrier. Posting-->Auto-Posting-->Double-click file-->Ready to Post tab: Crossover Not Matched column added for when the crossover carrier information was not able to be matched on a patient insurance. Posting-->Auto-Posting: Changed to roll to the crossover carrier insurance and to set a Bill Date for that crossover carrier insurance. This shows in Posting-->Ledger as "Crossover marked as Billed".
26592	Billing/Posting	MAT enhancement: Added the ability to record a patient 'Treatment Phase' on the patient chart along with effective dates. The screen is accessed in the chart header tool strip. The patient's treatment phase will display in the Day to Day->My Billing Medication Dispensing tab. This phase will also pre-fill to the Phase field on TGI Methadone Schedule v3 (TGI_MSv3). This functionality is based off a clinic option on the Charts tab called "Show Phase on Chart".
26297	Charts	Performance Improvement: My Client List. Update My Client Refresh so that it only refreshes a chart this is in the users My Client List. Implemented logic to speed up the refreshing of My Client List.
26857	Form Lab	Fixed a bug in FormLab which would open the wrong goal or objective libraries in Treatment Plans when the buttons were clicked.
25940	Form Lab	Fixed an issue with copying a FormLab Treatment Plan with Administration-->Patient Chart Manager that was causing an unhandled exception.
26882	Form Lab	Fixed issues in FormLab where a user could not Open, Copy or Delete forms from within the Form Library.
26598	Forms	MAT enhancement: As a person that fills out Methadone order forms and eMars, I want to see a warning to alert me to enter the medications in use into eCR's ePrescribing module so that I am reminded that entering them will alert me to any negative interactions with the medications. Added a warning label and a link to ePrescribing on patient details screen to the following new forms: Medication Administration Record v2 - (SA_MARv2) Medication Administration Record v2 - (SA6_MARv2) TGI Medication Order Form v4 - (TGI_MOv4) TGI Medication Order Form v5 - (TGI_MOv5) TGI Medication One-Time Order Form v2 - (TGI_MOTOv2)
26447	Forms	Made some changes to the SA6 Admission Data collection (SA6ADC) form including some pre-filling to other forms and some in form logic. Currently, the "Do you have symptoms..." radio buttons become enabled if "Do you Vape" or "Do you use e cigarettes'" is 'Yes' Update: If "Do you smoke" is "yes", also enable the "Do you have symptoms..." radio buttons Therefore, If any of these 3 are answered “YES” , the "Do you have symptoms..." radio buttons should enable, else they are greyed out.
26585	Forms	Created new form OMH Patient Characteristics Survey 2021 (OMH_PCS_21). This has been in incorporated into the Day to Day > Submission Center to which allows for queuing and file generation for the file that can be sent to OMH.
26889	Forms	Fixed a bug in the TBOS Progress Note (BH063_TBOSN) which was preventing it from saving properly.
26288	Forms	Fixed a bug on the PROS group note to fill the Organization Name from the program specific field on Billing Program Defaults instead of just pulling from the Default record.
26262	Forms	E&M progress Note Update: New E&M form created that allows Place of service (POS) to be selected on the Session Info tab. New form name is TGI_EMPPNv4. This new form was copied from the TGI_EMPPNv3 form.
26841	Forms	Fixed where DARMHA Episode Data 2021 (DARMHA_ED_21) was encountering an error when trying to print.
26758	Forms	Hard stops: Corrected the issue where a User (i.e. Supervisor) wants to be able to sign off, as a Supervisor, on a progress note that has been completed by the staff that rendered the service, without it generating a hard stop for another progress note at the same time that has been documented by that user as the rendering. As a Supervisor, I review notes as a 'Supervisory' role, not a Rendering role. Signing overlapping progress notes as a supervisor will no longer result in a hard stop.
26572	General	Fixed issue on Day to Day -> Lab Orders Screen where when selecting an already saved lab order was not populating the Primary Insurance combo box as expected.
26554	General	CCDA generation: Fix and error that prevented a CCDA from being created when the Date of First Use was not set to a valid date on the Health Questions (TGI_HQ) form.
26651	General	Fixed a misspelling of the word 'Statements' in a label on Setup->Clinic Options.
26571	General	CCDA generation: The facility's address will now be included in the encounter section of CCDAs when a visit was created from bundled progress notes.
22748	General	Topaz sig pads: Currently, Signature Control logic will attempt to connect to a Topaz sig pad during its initialization. This can cause a delay if the user has a slow network connection. Updated the signature functionality with Topaz sig pads to skip this step if the users My Preferences is set to use their 'Stored Signature' or 'Tablet PC' for the user/patient sig type.
26144	General	Add a new feature to the existing Day to Day -> File Transfer Portal -> a PHI Folder so files can be uploaded, downloaded, and removed as long as the permission is set in Users -> User Tab -> Access Level -> User Permission screen -> 3rd User Access Tab -> File Transfer Portal Section ->PHI Folder, this will allow the user ability to see, upload file, download files, and remove files from the PHI Folder in the client share, also this permission can be set on an access level itself by going to Administration -> Access Level -> Access Level Permissions Screen -> 3rd User Access Tab -> File Transfer Portal Section ->PHI Folder, this will allow the Access Level the ability to see, upload file, download files, and remove files from the PHI Folder in the client share.
26645	Interfaces	Fixed an issue where a long patient name would cause extra lines when printing a LabCorp Requisition.
26834	Methadone	MAT: Implement locking of the bottle that medication is being transferred into (Administration -> Medication Inventory -> Right click -> Audit Bottle).
26550	Methadone	MAT: Setup->Medication Inventory now checks for bottle modifications prior to opening the edit screen and refresh as needed. Removed bottles display a message saying the bottle was removed and cannot be edited.
26613	Methadone	MAT: Corrected issue where pre-poured bottle numbers were being truncated on the dispensing screen.
26777	Methadone	MAT Billing: Updated the Outgoing DFT messages in HL7 transactions to support new Medication Billing Profiles.
26631	Methadone	MAT: Fixed an issue on the Medication Dispensing screen that occurs when a user has a split dose of equal values, both with an assigned pre-poured medication causing an incorrect bottle match.
26591	Methadone	MAT Reporting: Edit report Medication Dispensing - Total Per Day: Fixed an issue where the ending amounts were wrong for pre pours.
26614	Methadone	Created new functionality to catch silent failings on the Medication Pre-Pour Screen to allow saved created pre-poured medication to remove itself from the grid, preventing the user from having to force a screen refreshing.
26906	Methadone	MAT Billing: Medicare Profile Take Home lines will now never have more than 3 units.
26608	Methadone	Fixed an issue where dose validation would respond incorrectly in fringe scenarios, returning an empty warning.
26538	Methadone	MAT: Added details to the medication overage warning, indicating the previous dispenses that caused the warning to show.
26628	Methadone	Enhanced Pre-Pour dispensing logic to handle a possible split dose scenarios. Changed the In check mark, "Pre-Pour In Clinic Dispenses" to read "Pre-Pour In Clinic Days" to reduce confusion on pre-pouring split dose schedules.
26525	Methadone	MAT: Updated the Methadone Schedule Overrides functionality so that Bi-Weekly and Monthly schedules are showing on the dispense screen as expected. Below are examples of what was corrected: Scenario 1: Bi-weekly Setup a patient with a Bi-Weekly Methadone Schedule with 1 clinic (Monday) and the rest Take home Go to the overrides tab and set up the overrides to fill more than 14 days Fill overrides. Scenario 2: Monthly Setup a patient with a Monthly Methadone Schedule with 1 clinic (Monday) and the rest Take home. Go to the overrides tab and set up the overrides to fill more than one month Fill overrides. Expected Result ----------------------- S1: Every other Monday is a clinic dispense S2: The same Monday of each month is a clinic dispense Actual Result ----------------------- S1: Every Monday is a clinic dispense S2: Every Monday is a clinic dispense
26617	Methadone	Enhanced the Day-to-Day -> Fill Methadone Orders to allow users to dispense future scheduled In-Clinic Pre-Poured Medication as In-Clinic. Additionally, enhanced the screen to no longer overwrite future In-Clinic dispenses to Take-Home for future pre-poured dispenses.
26568	Methadone	MAT Billing (NYS): When a patient does not meet the threshold for COVID billing, they fall to normal APG billing (as is done today). In a scenario tested, the patient has 7 clinic visit and three services. Because the patient has >1 clinic visit, they would automatically fall to APG billing as done today. When testing this functionality, the charge created was a G2067 and it should have been multiple H0020's (Based on as many clinic visits). The following update has been made: Day to Day -> Medication Dispensing Billing on OASAS Covid Medicaid profiles will now drop to APG if the criteria for dispenses is not met.
26865	Methadone	MAT: Fixed the Setup -> Medication Label Template builder to ensure the label prints the fields in the correct positions.
26521	Methadone	MAT: Corrected an issue where Pre-pour functionality was not aware of first dispensed date on split doses. Updated Pre-pour functionality to take into account split dosing and to know the 'first half dispense' and if the second dose was a Take Home or a Dispense.
26578	Methadone	MAT Billing: Day to Day -> Medication Dispensing Billing on Medicare profiles will now bundle regardless of APG rate codes.
26661	Methadone	MAT Billing (NYS): Updated OASAS COVID Medicaid billing profiles to prioritize In-clinic/Telehealth scenarios over standard bundling (using medicaid rate code), and prioritize standard bundling over the 7 day take-home dispense only OASAS COVID bundle when processing in Day to Day -> My Billing -> Med Dispensing Billing.
26953	Methadone	MAT: Fixed various scenarios in Day to Day -> My Billing Med Dispensing tab to properly show details for when a patient has Split dispenses and when a patient has dispenses that come from multiple bottles.
26627	Methadone	MAT Billing (NYS): Corrected some scenarios where OASAS COVID Profiles would not bundle charges into an OASAS COVID line when procedures had different Medicaid Rate Codes when processing in Day to Day -> My Billing -> Med Dispensing Billing.
26833	Methadone	MAT: Corrected the Audit Bottle screen so that the latest bottle information will be used on the Audit Bottle screen (Administration -> Medication Inventory -> Right click -> Audit Bottle).
26946	Methadone	MAT: Fixed a bug in Day to Day -> My Billing -> Med Dispensing tab to account for 'Bill Md Only' being set on the patient when determining the billing profile to use.
26543	Methadone	MAT: Enhanced the text search box on patient dispensing to be take into account all filters on the dispensing screen.
26706	Methadone	MAT: Fixed a few issues with Setup -> Methadone Label Template, fixed the mapping of "Supplied By", so that it is mapped to who signed the order. Also fixed issue when removing rows from the setup screen that they still appear in the printed label. Changed Clinic address from wrapping, now on 1 line. Fixed issue where MG was showing next to drug description. Also added a preview button on the setup screen to preview the label.
26612	Methadone	Changed verbiage to "Current Pre-Pour Bottle" and added a new mid menu item displaying Current Bottle in the Medication Inventory Context Menu.
26918	Methadone	MAT Billing: Medicare charge lines will now always use the first date of the week range (Monday).
26615	Methadone	MAT: Removed logic that had the Medication Pre-Pour Schedule grid work the same as the Fill Methadone Orders Schedule Grid, in which the Pre-Pour Schedule grid would adapt if a patient missed days and move the In-Clinic to the current target date. Now the Pre-Pour Schedule grid reflects just the schedule attached to the order.
26778	Methadone	MAT: Fixed issue with Setup > Methadone Label Template where the Caution message wasn't being saved if there was an empty string.
26566	Methadone	MAT: Corrected an error preventing dispense for another date on Medication Admin Dispensing when using Pump Override.
26386	Methadone	MAT: Labels update. Added the ability to add the Patients Central Registry number and any Admin instructions from the Medication Order on to the bottle label via the Setup > Methadone Dispensing Label Template screen.
26023	My Billing/Daysheet	Billing: A new error message was added when there are no attached procedures on My Billing -> Inpatient tab.
25981	Patient Portal	CCDA: Fixed a bug in Day to Day->My Billing where patient were not queuing CCDA s when being processed through the My Billing > PROS tab.
26229	Patient Portal	Patient Portal: Changed the way forms are displayed in the Patient Portal Menu to sort the form names in alphabetical order.
24570	Patient Portal	Patient Portal: Added the notes field to the display of an appointment in the Patient Portal -> Appointments view. This section will have a link button to click if the note content happens to be that of a hyperlink. *** Be Aware that Notes entered on the Scheduled Appointment will now be seen in the Patient Portal--Be careful how you use the 'Note' field ***
26476	Reporting	Edit report "Total Accounts Receivable By Payer Details" : Changed the filter "Types of Visits" to be based off the "Payment Date Start/End" filter rather than the "Charge Date Start/End" filter.
26780	Reporting	Edit report Appoint to Progress Note Reconciliation 4.3.2: Fixed an issue where the report would display a random visit type when none existed. Now the report shows "None" if there is no linked visit type.
26441	Reporting	Edit report "Weekly Caseload Summary Client Info v 3.3.1": Updated report to also look at the NYP2IAP and NYP2IAPR forms when filling in the "Date of Last Treatment Plan Completed" field.
26942	Reporting	Edit report MU3 - Audit Log: Performance enhancement for the report to speed up the report.
26779	Reporting	Edit Report Progress Note Narrative Detail 3.7.1: Fixed an issue where the report was printing duplicates.
26665	Reporting	Edit report "Progress Note List": Improved the performance of the report to reduce the load time to seconds rather than minutes.
26656	Reporting	Edit Report "Payments by Program Summary": Ensured that the Visit Type filter totals are adding up correctly. Previously the filter was not showing all Visit Types.
26864	Reporting	Edit report eLabs Progress Note Reconciliation 3.7.2: The filter end date now shows the selected end date rather than the start date plus 14 days.
26981	Reporting	Updated Medication Dispensing - Weekly Schedule and Medication Dispensing - One Day Schedule to include the new TGI Methadone Schedule v3 (TGI_MSv3) form.
23632	Reporting	New report "Medication Dispensing - Medication Admin Patient Exception": A new report that looks at when any user has completed any transactions from the Medication Administration Screen. This will to allow audit exceptions that have occurred and were completed using the Medication Dispensing Admin Screen.
26099	Scheduling	Fixed a bug in the scheduler where if a patient had Patient Details Notes entered the button to view those notes from the Appointment screen was disabled.
27023	Submission Center	BHDS: Created new BHDS form: BHDS Beacon Authorization (BHDS_BA)
26167	Submission Center	Updated new BHDS Beacon submission files to meet submission standards. Updated BHDS lookup tables to meet new changes in documents. Updated BHDS Beacon Forms to run Pre-Edits, with the main BHDS Beacon Submission Form being the only one to queue.
27020	Submission Center	BHDS functionality: Created new form: BHDS Beacon DCR Investigation (BHDS_BDCR)
26931	Submission Center	Created a new field, Provider One ID, on Setup->Billing Program Default's Company and Pay To tabs to be used in BHDS State Reporting.
26840	Submission Center	Created new forms for DARMHA 2022 specifications: DARMHA Diagnosis And Agreement 2022 (DARMHA_DA_22) DARMHA CANS 5-17 2022 (DARMHA_C517_22) DARMHA Episode Data 2022 (DARMHA_ED_22) DARMHA Consumer Demographic 2022 (DARMHA_CD_22) and updated the submission of those files.
26932	Submission Center	Created new optional form BHDS Beacon Mobile Crisis Response (BHDS_BMCR) to be turned on and used with Beacon BHDS Submissions MCR: Mobile Crisis Response (CMCR) submissions.
27026	Submission Center	BHDS functionality: Created new form: BHDS Beacon Substance Use (BHDS_BSU)
25744	Submission Center	Created new forms: DCF FASAM Performance Outcome V14 (DCF_F_FPO_14) DCF FASAM AdmitFormV14 (DCF_F_AF_14) DCF FASAM Evaluation V14 (DCF_F_E_14) DCF FASAM DischargeFormV14 (DCF_F_DF_14)
27025	Submission Center	BHDS functionality: Created new form BHDS Beacon Client Demographics (BHDS_BCD).
26473	Submission Center	Made changes to DARTS file generation to add the file header row to each file generated according to the specifications. This resulted in the the file being broken into multiple files if not first filtered by program, since some of the fields used in the header are program specific. Also fixed the naming convention of the Demographic file.
27017	Submission Center	BHDS: Created new form: BHDS Beacon Program Identification (BHDS_BPI)
26748	Submission Center	Removed the pre-edit requirement for Project Code in the FASAM SERV file.
27019	Submission Center	BHDS functionality: Created new form BHDS Beacon Funding (BHDS_BF).
27022	Submission Center	BHDS functionality: Created new form: BHDS Beacon Client Profile (BHDS_BCF)
27016	Submission Center	BHDS functionality: Created new form: BHDS Beacon Service Episode (BHDS_BSE)
26610	Submission Center	Created a new set of forms or DARMHA submission with updated specifications for 2022. Those forms are; DARMHA Episode Data 2022 (DARMHA_ED22) DARMHA CANS 5_17 2022 (DARMHA_CANS_5_17_22) DARMHA Diagnosis Agreement 2022 (DARMHA_DA22) DARMHA Consumer Demographic 2022 (DARMHA_CD22)
27024	Submission Center	BHDS: Created new BHDS form: BHDS Beacon ASAM Level of Care (BHDS_BASAM)
27021	Submission Center	BHDS: Create new form: BHDS Beacon Co-Occurring Disorder form (BHDS_BCOR)
26331	Submission Center	Fixed an error that would occur when printing the DARTS Admission form (DART_AD) if the 'Sex' field was left blank.
27018	Submission Center	BHDS: Created new BHDS form: BHDS Beacon ITA Hearing (BHDS_BITA)
26609	Submission Center	Added new functionality to DARMHA CANS 5-17 2021 form. Currently, in the following scenarios , answering as Safety: 0 and Abuse/Neglect: 0 or answering as Safety: NA and Abuse/Neglect: NA, a pre-edit error is generated. Users should be allowed to enter 'NA' to either question should not raise a Pre-Edit error. Similarly, by entering '0' to both questions should not enable the extension, nor raise a Pre-Edit error. The form has been updated to correct these errors.
26603	Submission Center	Fixed an error in the DCF FASAM Admit Form (DCF_F_AF) that was happening when the form was being opened from a chart with no Location specified.
27027	Submission Center	BHDS: Created new BHDS form: BHDS Beacon Submission (BHDS_SF)
26838	Submission Center	Added the ability to assign group charts together under a parent chart on the Patient Chart->Users screen. Currently this is used in DCF FASAMS State Reporting to allow services rendered under a child chart to be reported under the parent chart. It will also prevent FASAM forms on a child chart from being queued in Submission Center.