Release Notes 4.4.21.0 - March 2020

Release Notes version 4.4.21.0

Published March 17, 2020

Enhancements

Improved! Expanded Aging categories on Patient and Third Party Summary Totals (S2K-2224, S2K-2225, S2K-2236, S2K-2249)

We have expanded the aging buckets that report out on the headings of several of SMARTs reports to view aged accounts past 120 days. These reports will now reflect aging categories out to a full year and lump any accounts beyond a year in the 365+ Days category. We’ve applied this to the following SMART reports:

• Third Party: Open Claims by Svc Date: Aging Summary Totals

• Third Party: Open Claims by Trx Date: Aging Summary Totals

• Billing: Balance Due: Aged Patient Accounts by Trx Date

• Billing: Balance Due: Aged Patient Accounts by Svc Date

The Aged Patient Accounts by Svc Date report is a new report that mimics its cohort but anchors the data based on the service date.

The new column headings are shown below:

New! Clinic administrators can now have more control over city, state and zip code combinations allowable in their data (S2K-2269) 

SMART generally adopts the standard zip code listing from the United States Postal Service and defaults the zip code relationship to the city, state and county to whatever the primary for that code is per the USPS. Sometimes, local zip codes change or have more specific city and county relationships that are known and accepted by mail carriers. Clinics can now control which of these is allowed in their data with the zip code information management feature. Users can still enter any combination to a patient record but if that combination is not recognized by the software they will get an error message and will be prompted to consider adding that as a formally accepted combination by this new feature. This will prevent future errors from showing when entering patient data for that city, state, zip code and county.

Improved! Support for check numbers (TRN02 EDI segment) up to 50 characters in length (S2K-843)

SMART has expanded the allowable number of characters in the Reference Identification number field in our software to match the maximum specified in the EDI standard for this field (TRN02). Users can now successfully store up to 50 characters in this field in SMART for any returned check number without suffering performance issues. This change resolves an issue some partners have experienced when filtering on the Ref ID and finding that the SMART application will freeze. With this change, we have also updated several report formats to allow for displaying the full 50 characters in this field.

During this change in the software, we were also able to resolve issues previously observed when trying to capture long-character length bottle numbers within inventory management.   Users should expect to see improvements in this area as well. 

New! Doctors and nurses can now save incomplete blood test results from the lab (S2K-2187) 

When blood test results are returned automatically from the lab, SMART populates those results in the patients records and requires a doctor, nurse or other authorized user to save those complete. We now allow that action even when not all results have been returned. Clinics should be careful to train their staff to review the results and not save any that are still pending; but this gives staff members the control to close out orders in a more time efficient way when they are not expecting further results to post. Upon attempting to save a test result that is not complete, the user will get a warning before they can proceed to help ensure the quality of work remains high.

Updated! Update MA DPH to coincide with state requirements (S2K-2171)

For clinics in Massachusetts only: An update to the state specification now requires that patient insurance information be sent to the state of Massachusetts with every enrollment and update message type. We made the necessary changes in SMART to support that our outbound transmission of information now includes the patient’s insurance for any clinic planning to deploy our MA DPH electronic messaging feature. This feature is ready for pilot testing; please reach out to your PSM if you are interested in learning more about utilizing this time-saving feature for your clinic.

Resolved Issues

Administration
Program keeps reappearing after being retired (S2K-249)	We have resolved a problem where retired programs came back during the Start of Day Process.
Channel status screen for SMARTBridge is incorrectly reflecting the number of errors that need to be resolved (S2K-1829)	When managing UA errors on the SMARTBridge website, the amount of Unresolved Errors did not always match the errors listed when Manage Errors was clicked. We have resolved an issue that was causing this so UA error counts will be displayed accurately. This is a helpful tool to allow clinics to resolve UA error issues with their labs now that the data is presented consistently.

Billing
Billing Edit List and Non-Billable Edit list are not including 'reasonnotbilled'  (S2K-2230)	The Billing Edit List and Non-Billable Edit List now show services that will not bill with a reason !Unable to render embedded object: File (Transaction Amount Nets Zero) not found.!. This reason will alert the billing staff to potential configuration problems that should be addressed. Once the configuration problems are addressed, the billing staff should prepare the billing again and the edit lists reviewed to ensure all services are billable prior to posting the billing.
Unable to create a valid claim file  (S2K-2239)	An error box will now alert the billing staff to coverage issues that will prevent the claim file from completing. The user should correct the coverage issue or deselect the identified patient in order to create a valid claim file.
Account History displays only 30 days when it should show 90 days (S2K-2219)	When viewing a patient's account history from the Patient Inquiry Screen, if you choose the radio button next to the "90 days" you will now see a full 90 days of history for this patient. Previously there were examples that would only provide 30 days visibility.
Detailed Account Activity Tracer and Detailed Account Activity Listing ending balance is not correct (S2K-2260)	We have resolved an issue with the Detailed Activity Tracer where the Ending Balance was not displaying. The Ending balance for the Detailed Activity Tracer now displays the sum amount of all self-pay transactions that are within the date range of the report and beginning running balance.

Clinical
Unable to capture required signatures on Treatment Plans when the patient is discharged before all signatures are captured (S2K-407)	When a patient was discharged before all signatures were captured on Treatment Plans, the Treatment Plan no longer was available on the Signature Pending Tab. This has been resolved by adding a checkbox selection to include discharged patients.
Signatures should be enabled after the form is saved complete (S2K-2188)	Signatures were invalidated when forms were signed prior to all answers being completed. Answers completed after the signatures were captured would invalidate the previously captured signatures We have improved the forms so that all answers must be completed before the Save Complete Button is active and then signatures can be captured. The fix for this issue has resolved the following additional issue numbers:  S2K-252 and S2K-2185.
User unable to edit Treatment Plans that are marked Yes for completed from the Unapproved Treatment Plan tab (S2K-510)	We have resolved an issue where the Unapproved TP tab Edit Button was not available even when the user setting was set with the appropriate user privileges of Approve Treatment Plan and Can Override Caseload Security.
Issue generating next Treatment Plan when Last Complete Date setting is used to generate (S2K-1747)	For customers who are not using the configuration to "Mark Tx Plans Done When All Signatures are Captured" (its unchecked) and DO use schedule plans based on the Last Completed Date we have resolved a problem that was preventing the software from scheduling the next treatment plan in the patients' case history. These services will now generate based on the last completed date.
Users unable to save diagnosis code to Case History if duplicate primary keys exist for the code (S2K-2243)	We have resolved an error that was being created in the user logs which stemmed from old diagnosis codes being linked to the same actual diagnosis but entered with an upper or lower case. This inadvertently would cause occasional conflicts if the software was expecting an upper case code to be associated with it. This issue was important for data integrity but largely transparent to the user.
Unable to open MTQAS for discharged patients (S2K-2264)	We have modified the setup of discharge codes to not allow edits that will de-stabilize access to discharged patient records.
Fact sheet stuck due to date invalidation error (S2K-2266)	A user experienced an error in the fact sheet that led to SMART freezing; the root cause identified showed that they had entered a text string into the fact sheet date field; causing a disruptive back end error. This has been resolved with a software fix that will now prevent the user from entering anything other than a date field into the fact sheet.

Labs and Alerts

Multiple Alerts for Positive UA’s when confirmatory results post (S2K-603)

For confirmatory results, we have resolved an issue that was generating excessive alerts for positive UA results after modifying the original result using the “Edit/Correct UA History” feature in settings or when such results were automatically updated from the lab result. This problem only occurred when the “Retain original results, display most recent” setting was turned on for confirmatory UA results (under the Controls 5 tab in Clinic Settings).

Medical

Dr. First (Rcopia 4) generating failure-to-save messages in user logs (S2K-2233, S2K-1557)

Several improvements were made to the way that SMART is handling error logging for Dr. First patient records. These improvements included recording responses from the Dr. First system more comprehensively which will aid in our ability to trouble shoot future potential problems. These changes are transparent to the user but will help SMART support our partners by directing more specific troubleshooting steps when issues with patient medications and prescriptions arise.

Reports
For NY Customers:  PAS-45N form is missing sections when printed  (S2K-2162)	The PAS45-N form now properly shows the Trauma section on the printed version.
For NY Customers: PAS-45N form printing incorrect answers in the Trauma section (S2K-2220)	An issue was resolved that led to some answers on the printed version of the PAS-45N form to show incorrectly mapped answers to questions.   All answers print accurately with this release.
For NY Customers: PAS 44 Generating Redundant Pages (S2K-163)	An intermittent issue would sometimes cause the PAS 44 form to print multiple pages redundantly. An issue with the software was identified as the trigger for this duplication and resolved. PAS 44 will now print only the necessary number of pages with no duplication.
For NY Customers: PAS 48 Printer Dialog Box shows up behind report (S2K-170)	When a user tried to print the Monthly PRU Service (PAS-48N) from the Management section of the Reports module in SMART, the print dialog box was not appearing as it was hidden behind the report screen. This has been resolved so that the user can more intuitively see the print dialog and choose to print their report.
Dosing Summary by Carrier report Total Column does not show full result (S2K-2272)	We have resolved an issue with the Dosing Summary by Carrier Report where some of the columns were not wide enough to display the calculated results.

Other
Channel status screen for SMARTBridge is incorrectly reflecting the number of errors that need to be resolved (S2K-1829)	When managing UA errors on the SMARTBridge website, the amount of Unresolved Errors did not always match the errors listed when Manage Errors was clicked. We have resolved an issue that was causing this so UA error counts will be displayed accurately. This is a helpful tool to allow clinics to resolve UA error issues with their labs now that the data is presented consistently.

Updating from versions prior to 4.4.14.0, requires UA setting adjustments for Fentanyl.

Updating from versions prior to 4.4.13.0, may require signature pad configurations. 

Details on the above can be found in the respective release notes.   Contact your Partner Success Manager with any questions or for assistance.