Customer Release Notes 8.4

Customer Release Notes version 8.4

Published 04-29-2022

New Features

Category	Issue #	Description

Enhancements

Category	Issue #	Description
Charting	MD-155	Added Active bit to Case Note Templates, so that if a template is not active, it will not show up in the list of template options when creating a new Case Note. This flag is set in the Session Details section of each template:
Charting Workflow / Compliance	MD-911	When digitally signing a Smart Note, the program will now display Assessment component in read-only format
Dispensing / Inventory / Ordering	MD-927	Added a new preference to automatically discontinue Medication Orders after a specified number of consecutive absences.
Dispensing / Inventory / Ordering Reporting / BI / Auditing	MD-1099	Added the California-required Guest Dosing Physician Statement to the Guest Dosing Request report
Medical Tests / Results	MD-94	Enhancement to Drug Screen Date Received field - displaying, and ability to update.
Medical Tests / Results Workflow / Compliance	MD-1098	New custom drug screen label with barcode added
Patient	MD-38	A new preference has been added to allow a user to specify what special characters (ex: “#”, “&”, etc.) can be used in creating or modifying Patient IDs.
Reporting / BI / Auditing	MD-980	For Case Note Billable Services, Start/End times are now included in Service From and Service To fields, for the Service Lines by Service export.
Security / IAM	MD-175	Added a “Corporate User” Flag to the Employee Profile. This will allow identifying of corporate staff, who will never be on site, never schedule an event, etc. These users can then be excluded from the appropriate functional dropdown fields to make it easier for large client sites to find and select the users they actually want to select from.
Third-Party Billing	MD-1108	Updated Billing Export to support MJ/Minutes in place of UN/Units

Resolved Issues

Category	Issue #	Description
Charting	MD-1169	Corrected problem with Case Notes grid filter for “Note Type” and “Entered By” drop-downs.
Charting Administration	MD-1090	Non-Billable note types are now correctly validated by the setting of the preference: Counselor Preferences>Validation Options> Only apply Case Note Validation to Billable Notes
Charting Administration Security / IAM	MD-1106	Fixed problem with Security flag “Can change Service Provider on Group Notes", which had been being treated as always on.
Charting Core	MD-1180	Corrected problem with the direct viewing of an assessment instance
Core	MD-1182	Corrected Document Manager issue to allow multiple document databases.
Dispensing / Inventory / Ordering	MD-1120	Corrected problem on Drug Types and Dose Types screens where a red-box error was appearing when the “Include Inactive” box was being checked / unchecked.
Dispensing / Inventory / Ordering	MD-1171	Fixed problem with Discontinue Orders after Consecutive Absences
Dispensing / Inventory / Ordering	MD-946	Correction made to Service Provider field of the following reports: Case Notes Billable Units by Payer Case Notes Billable Units by Patient
Financial Third-Party Billing	MD-1113	Problem corrected with charge generation including linked billable services.
Medical / Prescribing	MD-1193	Fixed a problem which was throwing an error when an attempt to display the Other Activities > Site Doctors screen was mode.
Medical Tests / Results	MD-1199	Fixed problem with SMART Note contents not being saved correctly.
Third-Party Billing	MD-1054	Error messages restored for missing Billing Associations.
Reporting / BI / Auditing	MD-140	Patient Medication Record for Billing report now accurately groups data by payer.
Third-Party Billing	MD-1056	Fixed support for PLB ONLY transactions during 835 posting.
Third-Party Billing	MD-1079	Corrected problem with incorrect NDC code being used for a linked service.
Third-Party Billing	MD-1091	Corrected problem which caused some G1 segments not to appear in 837 files.
Third-Party Billing	MD-1103	When generating claims, the oldest applicable Prior Authorization record is now being selected, based on start date, not the most recently entered.
Third-Party Billing	MD-1133	Increased length of Code Description field in the Additional Charge Types code table to 100 characters.
Third-Party Billing	MD-1148	Corrected the Group Code and Reason Code drop down lists On the Batch Payments screen to display the text description, as well as the codes.
Third-Party Billing Reporting / BI / Auditing	MD-1082	Updated Patient Medication Record for Billing report to use Take On Date for data filtering, instead of Dose Date
Other	MD-1155	Corrected problem with Red Box Error when trying to access the Security Administration screen.