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Avatar Appointment Scheduling 2024 Quarterly Release 2024.02 Summary


NEW13 CHANGED2 FIXED6
New (13)
File Import
File Import: Resource Definition has been added to the system.
Value Added: Users can add Resource Definitions through File Import
File Import
File Import: Room Definition has been added to the system.
Value Added: Users can add Room Definitions through file import
Topics
• File Import
 
Waiting Room - 'Close Visit' action
The 'Walk-in Clinic/Waiting Room' widget is enhanced to allow updating the appointment status when closing a visit. To support this, the 'Waiting Room Appointment Status Codes for 'Close Visit'' field is added to the 'Appointment Scheduling System Defaults' form.
Value Added: Additional support for Waiting Room functionality.
Topics
• Waiting Room
 
Payment Acknowledgement - Front desk payments - Appointment Scheduling
A new registry setting 'Include Guarantors with Self Pay System Financial Class' is added for the 'Scheduling Calendar' (Check-In)'. The functionality that is enabled by selecting '4' in the 'Prevent Posting Payments Unless Payment has been Acknowledged' registry setting is added to support the changes.
Value Added: Payment Acknowledgement - Front Desk payments improvments
Topics
• Scheduling Calendar • Check-In • NX • Front Desk
 
The 'Alert User When Entering a Past Appointment' registry setting
The functionality of the 'Alert User When Entering a Past Appointment' registry setting has been incorporated. Disabling the alert will prevent users from being warned when scheduling appointments with past dates or times.
Value Added: When activated, this feature improves the 'Scheduling Calendar' form by issuing a warning message if users attempt to schedule an appointment in the past.
Topics
• Scheduling Calendar
 
The 'Telehealth Configuration' form
The 'Telehealth Configuration' form is enhanced to support deleting the configuration data on file. Please note: this must be done by a Netsmart Associate.
Value Added: The ability to delete a configuration in the 'Telehealth Configuration' form.
Topics
• Telehealth • Query/Reporting
 
Appointment Scheduling - The 'SYSTEM.AppointmentPerson' SQL table
The 'SYSTEM.AppointmentPerson' SQL table is enhanced for individual reporting.
Value Added: Enhancing reporting capabilities for the 'SYSTEM.AppointmentPerson' SQL table.
Topics
• Add New Appointment • Scheduling Calendar • Progress Notes • Check-In • Check Out • Post Appointment • Query/Reporting
 
'Coming in Today' widget
The 'Coming in Today' widget refresh process is updated for improved performance.
Value Added: Improved performance in the 'Coming In Today' widget.
Topics
• Widgets • Sub-System Code • 'Coming In Today' widget • Scheduling Calendar
 
2023 Update 24 Details | User Acceptance Tests
File Import
Users will be able to add/ edit 'Site Holidays' and 'Site Hours of Operation' through 'File Import'
Value Added: The ability to import 'Site Holidays' and 'Site Hours of Operation' is added to 'File Import'.
File Import
Users can add/edit 'Site Registration' and 'Time Slots' through 'File Import'.
Value Added: The ability to add 'Site Registration' and 'Time Slots' has been added to 'File Import.'.
Topics
• Site Registration • NX
 
2023 Update 31 Details | User Acceptance Tests
Appointment Scheduling - Day Program support
Avatar Appointment Scheduling is enhanced to support the Day Program widget.
Value Added: Support for Day Program functionality
Topics
• Scheduling Calendar • NX • myAvatar NX Only • Day Program Attendance
 
2023 Update 32 Details | User Acceptance Tests
Patient Calendar - Day Program Attendance Placeholders
Support is added to display Day Program Attendance placeholders on the 'Patient Calendar' in Avatar NX.
Value Added: Support for Day Program Attendance functionality
Topics
• Scheduling Calendar • NX • myAvatar NX Only
 
2023 Update 33 Details | User Acceptance Tests
Scheduling Calendar - Find New Appointment
The 'Room' search field is added to the 'Find New Appointment' option of the 'Scheduling Calendar' form.
Value Added: The 'Scheduling Calendar' logic is enhanced to allow users to view which rooms are available for the appointment when scheduling appointments.
Topics
• Scheduling Calendar • Add New Appointment • Clinic Scheduling
 
2023 Update 34 Details | User Acceptance Tests
Staff Waiting Room - 'Display' field
The 'Display' field is added to the 'Walk-in Clinic/Waiting Room' widget with two available options: * Active Visits * Waiting Room If nothing is selected, clients in the Waiting Room will be displayed by default. When "Active Visits" is selected, clients marked "In Treatment" will display. When "Waiting Room" is selected, clients in the Waiting Room will display.
Value Added: The ability to filter clients in the Waiting Room.
Staff Waiting Room - 'Return to Waiting Room' and 'Close Visit' actions
The 'Return to Waiting Room' and 'Close Visit' actions are added to the 'Walk-in Clinic/Waiting Room' widget for "Active Visits": * "Return to Waiting Room" gives users the ability to return a client that is currently marked "In Treatment", back to the Waiting Room. * "Close Visit" gives users the ability to remove the client from the list of Active Visits.
Value Added: Additional support for Waiting Room functionality.
Waiting Room - 'Use In Treatment Time When Posting the Appointment' registry setting
The 'Use In Treatment Time When Posting the Appointment' registry setting is added. When set to "Y", the appointment posting process will update the appointment's duration to the total minutes passed when the client is in "In Treatment" status in the Waiting Room.
Value Added: The ability to calculate appointment duration based on "In Treatment" time from the Waiting Room.
Waiting Room - 'Fields to Include in Walk-in Clinic Registration/Waiting Room' registry setting
The 'Fields to Include in Walk-in Clinic Registration/Waiting Room' registry setting is added. When set to "1", the 'Req. Pract. Lang' field will be added to the 'Walk-in Clinic Registration/Waiting Room' widget.
Value Added: The ability to filter practitioners based on language in the 'Walk-in/Clinic Registration/Waiting Room' widget.
Waiting Room - Client Information Flyover
Support is added for a lockable client information flyover in the 'Walk-in Clinic Registration/Waiting Room' and 'Walk-in Clinic/Waiting Room' widgets. The following client information will be displayed, when applicable: * Date of Birth * Age * Primary Diagnosis * Primary Guarantor * Appointment Details
Value Added: The ability to view additional client information within the Waiting Room widgets.
Waiting Room - Place Client in Context
Support is added for placing a client in context in the 'Walk-In Clinic Registration/Waiting Room' widget.
Value Added: Support for Waiting Room functionality
Waiting Room - Refresh
The 'Walk-in Clinic/Waiting Room' and 'Walk-in Clinic Registration/Waiting Room' widgets are updated to only refresh modified data.
Value Added: Improved performance in the Waiting Room widgets.
Scheduling Calendar
The check-in and check-out processes for 'Scheduling Calendar', 'Front Desk', and the 'Coming In Today' widget are enhanced to check both the 'Financial Class' (Payor dictionary #1000) and the 'System Financial Class' extended dictionary off of 'Financial Class' when determining the self-pay guarantor to use for payment amounts received.
Value Added: The forms are enhanced to check both the 'Financial Class' and the 'System Financial Class' extended dictionary of 'Financial Class' when determining the self-pay guarantor to use for payment amounts received.
Waiting Room - 'Stage' field
The 'Stage' field is added to the 'Walk-in Clinic Registration/Waiting Room' and 'Walk-in Clinic/Waiting Room' widgets. The 'Stage' field will contain user-defined dictionary values in the '(50105) Stage' dictionary which is added to the 'Appointment Other Tabled Files' file in 'Dictionary Update'.
Value Added: The ability to track each stage of a visit in the Waiting Room widgets.
Appointment Scheduling System Defaults - 'Waiting Room Site Code(s)' field
The 'Waiting Room Site Code(s)' field is added to the 'Appointment Scheduling System Defaults' form. When a site is selected, checked in appointments for this site will display in the Waiting Room.
Value Added: Additional support for Waiting Room functionality.
Topics
• NX • Waiting Room • Registry Settings • Diagnosis • Financial Eligibility • Scheduling Calendar • Front Desk
 
2023 Update 37 Details | User Acceptance Tests
'Default Staff Schedule Definition' form
The 'Default Staff Schedule Definition' form is added which gives users the ability to add/edit/delete a default schedule for staff members.
Value Added: The ability to configure default schedules for staff members.
'Assign Schedule to Practitioner' form
The 'Assign Schedule to Practitioner' form is added which will allow users to assign a default schedule to a staff member which ultimately will create staff appointments based on the configured schedule.
Value Added: The ability to assign a default schedule to a staff member.
Topics
• Scheduling Calendar • NX • Staff Member Hours and Exceptions • Default Staff Schedule Definition • Assign Schedule To Practitioner
 
Changed (2)
2024 Update installation
Installation will upgrade to the 2024 version. This will not change any current functionality.
Value Added: Upgrade to current 2024 version
Topics
• Upgrade
 
2023 Update 26 Details | User Acceptance Tests
Staff Members Hours and Exceptions - Copy Staff Member Hours
The 'Select Other Staff Member to Copy Hours From' feature of the 'Staff Members Hours and Exceptions' form is enhanced to provide additional functionality.
Value Added: User can copy the Staff Hours From Other Staff Member Hours and the Staff Hours of the original Source have changed.
Topics
• Staff Members Hours And Exceptions
 
Fixed (6)
Group Appointment Scheduling
An issue is resolved to ensure valid clients are displayed in Group Registration and Group Appointment Scheduling group members.
Topics
• Appointment Management • Add New Appointment • Group Appointment
 
Waiting Room - Service Codes
Ensure 'Client Only' service codes are not permitted in the Waiting Room.
Topics
• Waiting Room
 
'Coming in Today' widget
Ensure the 'Coming in Today' widget displays appointments as expected.
'Progress Note' To-Do's
Ensure the ability to approve a 'Progress Note' To-Do for an existing appointment note when the practitioner no longer has access to the program of service.
Topics
• Scheduling Calendar • 'Coming In Today' widget • Progress Notes • Registry Settings • Practitioner • To-Do's
 
Payment Acknowledgement - Scheduling Calendar - Check In
An issue is resolved to always show the payment from the 'Scheduling Calendar - Check In' in the 'unacknowledged_payments' table.
Topics
• Scheduling Calendar • Check-In • NX
 
2023 Update 30 Details | User Acceptance Tests
Scheduling Calendar - Copy/Paste
Ensure the copy and pasting of appointments functions as expected.
Scheduling Calendar - Performance
Ensure appointments are scheduled in a timely manner.
Topics
• Scheduling Calendar • NX
 
2023 Update 35 Details | User Acceptance Tests
Group Appointments - 'AppointmentUpdated' messages
An issue is resolved to ensure that when a 'Group Appointment' is scheduled and a client in the group is subsequently discharged, that there are no CareFabric 'AppointmentUpdated' messages generated for any clients in the group, only a 'AppointmentDeleted' message for the client that was discharged
Group Appointment - 'AppointmentDeleted' event
Appointment Scheduling is updated to ensure that when a 'Group' Appointment is scheduled and a client in the group is subsequently discharged, that a 'AppointmentDeleted' CareFabric event is generated for that client
Topics
• Discharge • Delete Appointment
 

Avatar_Appointment_Scheduling_2024_Quarterly_Release_2024.02_Details.csv