The 'GroupMemberAssgmt' web service
The 'WEBSVC.GroupMemberAssgmnt' web service is added with the following methods:
-AddGroupMemberAssgmt
-DeleteGroupMemberAssgmt
-EditGroupMemberAssgmt
Value Added: The ability to file 'Group Member Assignment' data via web service
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Topics
• Group Member Assignment
• Web Services
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Site Registration - Clinic Hours
The 'Site Registration' form is enhanced to support future Clinic Hours and Waiting Room functionalities.
Value Added: Support for future functionality
Scheduling Calendar - Find New Appointment
The 'Scheduling Calendar - Find New Appointment' form is enhanced to support future Clinic Hours and Waiting Room functionalities.
Value Added: Support for future functionality
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Topics
• Site Registration
• Clinic Scheduling
• NX
• Waiting Room
• Scheduling Calendar
• Add New Appointment
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'Staff Members Hours and Exceptions' - Copy Staff Members Hours
The 'Staff Members Hours and Exceptions' form is enhanced to allow copying staff hours from a different staff member. The 'Select Other Staff Member to Copy Hours From' and 'Copy From Other Staff Member Hours' fields are added to support this functionality.
Value Added: The ability to copy staff member hours from a different staff member.
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Topics
• Staff Members Hours And Exceptions
• NX
• Staff Member Hours and Exceptions
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Site Registration Form - Color Coding
The 'Site Registration' form will be enhanced with future functionality to support capturing color-coding data to use as shading on the appointment card for client-based, group, and staff-only appointments. Each type of appointment will be designated via a separate text field.
Value Added: Color coding added to scheduling calendar
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Topics
• Registry Settings
• NX
• Site Registration
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Group Registration - 'Default Note Type'
The 'Default Note Type' field is added to the 'Group Registration' form.
Value Added: The ability to associate a default 'Note Type' to a group
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Topics
• Progress Notes
• Group Progress Notes
• Group Registration
• Query/Reporting
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Appointment Scheduling - Waiting Room
Avatar Appointment Scheduling is enhanced to support the 'Walk-in Clinic Registration/Waiting Room' and 'Walk-in Clinic/Waiting Room' widgets.
Value Added: Support for Clinic Hours and Waiting Room functionalities
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Topics
• Scheduling Calendar
• Add New Appointment
• Clinic Scheduling
• Site Registration
• NX
• Waiting Room
• Query/Reporting
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Mobile CareGiver+ - Cancelled Appointments
The editing of an EVV appointment will be prevented when the appointment is cancelled in the Mobile CareGiver+ application.
Value Added: Support for Mobile CareGiver+
Mobile CareGiver+ - Past Appointments
The ability to edit and delete EVV appointments will be prevented when the appointments are in the past.
Value Added: Support for Mobile CareGiver+
Mobile CareGiver+ - Client Alternate Addresses
The 'Select Address of Service' field is added to the 'Scheduling Calendar', 'Appointment Management', and 'Post Staff Activity Log' forms. The Appointment Scheduling web service is updated accordingly. When a client has active alternate addresses on file in the 'Client Alternate Addresses' form, they will be available for selection in the 'Select Address of Service' field when scheduling appointments, if desired.
Value Added: Support for Mobile CareGiver+
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Topics
• Scheduling Calendar
• NX
• 'Coming In Today' widget
• Add New Appointment
• Appointment Management
• Electronic Visit Verification
• Web Services
• Registry Settings
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'WEBSVC.AppointmentSchedulingV2' web service
The 'GetAppointments' web service method is updated to support searching appointments by 'Program'.
Value Added: The ability to search by program using the 'GetAppointments' method off of the 'WEBSVC.AppointmentSchedulingV2' web service.
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Topics
• Add New Appointment
• Web Services
• Scheduling Calendar
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Staff Members Hours and Exceptions-Copy from the other Members hours.
Logic added in the Staff Members Hours and Exceptions form, when the effective date of the source staff member is prior to the registration date of the target staff member, the effective date of the added rows on the target staff member's schedule will be defaulted to the staff member's registration date. A notification is presented to the user on the Staff Hours Start Date Adjustment.
Value Added: The target staff's Effective Date is Defaulted with the date of registration when the hours being copied start at a date earlier than the Registered Date
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Topics
• Staff Members Hours And Exceptions
• NX
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Scheduling Calendar - Patient Site Default
Avatar has been enhanced to add a field labeled “Preferred Appointment Site” to the patient demographic forms, including Update Client Data, Admission, Admission (Outpatient), Pre-Admit, Pre-Admit Discharge and Discharge forms where demographics may be updated.
Value Added: Scheduling Calendar enhanced with Preferred Appointment Site
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Topics
• Database Management
• Appointment Management
• NX
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Scheduling Calendar - 'Appointment Details' form
The 'Appointment Date(s) And Time(s)' field in the 'Appointment Details' form is updated to display the day name.
Value Added: The day name will now display in the 'Appointment Date(s) And Time(s)' field when adding/editing appointments
Scheduling Calendar - Past Appointments
The 'Scheduling Calendar' form is updated to display a warning message when scheduling an appointment in the past.
Value Added: Users will now be warned when scheduling appointments with a past date or time.
Scheduling Calendar form
Ensure the user can create a new client appointment over top of the staff-only block, it should not be permitted to create a second appointment that overbooks the first client appointment.
Value Added: Support for Waiting Room functionalities
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Topics
• Scheduling Calendar
• NX
• Add New Appointment
• Web Services
• Post Staff Activity Log
• Service Codes
• Appointment Management
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Waiting Room - Support for the 'Sort Episodes by Admission Date' registry setting
The 'Walk-in Clinic Registration/Waiting Room' and 'Walk-in Clinic/Waiting Room' widgets are updated to support the 'Sort Episodes by Admission Date' registry setting.
Value Added: Additional support for Waiting Room functionality
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Topics
• Scheduling Calendar
• NX
• Waiting Room
• Query/Reporting
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Scheduling Calendar - Staff 'Practitioner Category' filter
The staff 'Practitioner Category' filter is added to the 'Scheduling Calendar' in Avatar NX. This gives users the ability to filter staff availability based on practitioner type.
Value Added: The ability to filter staff availability based on practitioner type in the 'Scheduling Calendar'.
Scheduling Calendar - Staff 'Additional Sites'
The staff 'Additional Sites' filter is added to the 'Scheduling Calendar' in Avatar NX. This gives users the ability to view a staff member’s full schedule across all sites.
Value Added: The ability to view a staff member's full schedule across multiple sites in the 'Scheduling Calendar'.
Appointment Scheduling - 'Patient Calendar' functionality
Avatar Appointment Scheduling is updated to support 'Patient Calendar' functionality in Avatar NX.
Value Added: Support for the 'Patient Calendar' functionality.
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Topics
• Scheduling Calendar
• NX
• myAvatar NX Only
• Appointment Management
• Registry Settings
• Front Desk
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Payment Acknowledgement - Check In
The 'Name on Card' field becomes required in the 'Check In' forms if the selected 'Payment Code' is designated as a 'Credit Card Posting Code'.
Value Added: The 'Check In' forms are updated to make the 'Name on Card' field required for the Self Pay financial class to prevent the incorrect message while submitting the form.
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Topics
• Deposit Entry
• Payment Acknowledgement
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Front Desk - Adding Location to Payment Entry Only
An issue has been resolved where when attempting to take a payment on Front Desk, on Payment Entry Only an "Invalid Location" error was received once selecting Payment location.
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Topics
• Front Desk
• NX
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Appointment Management - Overbooking
Ensure the ability to overbook appointments when the 'Enable Enhanced Appointment Management Grid' registry setting is enabled.
Appointment Management - 'Enable Enhanced Appointment Management Grid' registry setting
Ensure the ability to access the 'Appointment Management' grid when the 'Enable Enhanced Appointment Management Grid' registry setting is enabled.
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Topics
• Scheduling Calendar
• Appointment Management
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AppointmentScheduling and AppointmentSchedulingV2 Web Service
An issue has been resolved with the WEBSVC.AppointmentScheduling.cls and WEBSVC.AppointmentScheduling V2.cls web services not recognizing the registry setting for 'Allow Zero Duration Appointments'.
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Topics
• Update Existing Appointment
• Web Services
• NX
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Clients For Today widget
For myAvatarNX only, the 'Clients for Today' widget is revised to improve performance.
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Topics
• Widgets
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Scheduling Calendar - Print Appointment Reminder report
The 'Print Appointment Reminder' report has been modified to ensure that the report data does not overlap.
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Topics
• Scheduling Calendar
• NX
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Appointment Management
An issue is resolved to ensure the 'number_of_clients' field within the 'SYSTEM.AppointmentData' table is correct.
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Topics
• Appointment Management
• Database Management
• NX
• Group Appointment
• Scheduling Calendar
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Staff Members Hours and Exceptions
Functionality has been modified to default the 'Effective Date' to the 'Clinician Registered Date' when the hours being copied start at a date earlier than the Registered Date. in addition, the number of error messages displayed in the Conflicting Hours message box are now limited to allow the Yes/No button to always display.
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Topics
• Staff Members Hours And Exceptions
• NX
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The 'Walk-in Clinic Registration/Waiting Room' and 'Walk-in Clinic/Waiting Room' widgets
Ensure the ability to mark a client "In Treatment" in the 'Walk-in Clinic Registration/Waiting Room' and 'Walk-in Clinic/Waiting Room' widgets.
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Topics
• Scheduling Calendar
• NX
• Waiting Room
• Query/Reporting
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CareFabric - TeleHealth Group Appointments
The issue where removing a group member from a telehealth appointment might create the incorrect Avatar CareFabric message is resolved.
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Topics
• Telehealth
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Scheduling Calendar - Staff 'Practitioner Category' filter
Ensure the 'Practitioner Category' filter in the 'Scheduling Calendar' displays and filters as expected.
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Topics
• Scheduling Calendar
• myAvatar NX Only
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