Unscheduled Appointments From Mobile Caregiver+ Linked to Multiple Programs
Unscheduled Appointments From Mobile Caregiver+ That Are Linked to More Than One Program in myEvolv Can Still Be Completed In From Mobile Caregiver+.
When a Service Is Provided by Multiple Programs of Which the Client Is Enrolled, They Can Now Be Completed Within myEvolv.
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Topics
• Client • Third Party Solution
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New Claim Status for Claims Rejected in 277
A new claim status, "Rejected" is now supported. This claim status will be applied based only on import of 277 files that reject claims. In AR Management, the same actions will be available for claims in "Rejected" status as for those in "Denied" status. KB0069127
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Topics
• Finance
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SubForm Listing Maintains Scroll Position
SubForm listing maintains scroll position when "Upload Document" link is clicked. KB0067679
When SubForm listing contains enough objects that it is required to scroll down, such that the top of the SubForm is not visible when at the bottom, then the SubForm listing will maintain scroll position when "Upload Document" link is clicked and not jump back up to the top of the SubForm.
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Topics
• Forms
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Call Center Form
Opening a Call Center call will now start in an active state. KB0067727
Opening a Call Center call will now show as active and in focus without requiring an additional click.
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Topics
• Call Center
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Call Center Call Standalone
In Call Center Call Standalone, alerts can be sent and call history can be viewed. KB0068547
After saving a call in Call Center, in the Actions drop menu, a new option "Open Call Center Call Standalone" exists. Clicking "Open Call Standalone" will bring up a separate window for the Call Center call. In this new window, the previous history for the call is preserved and can be viewed, and Alerts can be sent by clicking the "Send Alerts" button.
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Topics
• Call Center
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Billing Execution Interval Based on Time Zone Offset
Billing execution time matches system setting for interval. KB0068935
Under Billing Batches Management, the billing execution time will not exceed System Billing Execution Interval setting time when local time zone differs from the Evolv system time zone.
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Topics
• Finance
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Active Directory Checkbox
When Active Directory is disabled, the "Use Active Directory?" checkbox will not display when navigating using the "Back" button during login. KB0068774
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Topics
• Login
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Diagnosis Look Up Table Window
Diagnosis Look Up Table closes after saving Diagnosis Event. KB0069210
When double clicking (or more) Diagnosis look up table, only one window will display. When saving Diagnosis Event, no Diagnosis Look Up Table Window will display.
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Topics
• Client
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Incident Listing Report
The "Reporting Office" parameter is supported in "Incident Listing" Reports. KB0069098
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Topics
• Incidents • Reports
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NIAM Does Not Require Regular Evolv Login Credentials
When Flagging "Use NIAM Authentication" on the Staff Setup Form, the Regular myEvolv Login Name and Password Fields Are No Longer Required To Be Populated.
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Topics
• Agency • NIAM • Staff
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Transfer Resource Family Workers Selections
After saving transfer of resource families, selected checkboxes will auto-clear after saving. KB0068836
Enhanced usability of transfer resource family workers functions by adding auto-clearing of selected checkboxes after saving.
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Topics
• Resource Families
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Homeview Widget Filter
Search bars are aligned to match the table headers. KB0069221
Pressing the search button on the My Tasks or Waiting Room widgets in the Homeview now displays the search bars for each column aligned properly.
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Topics
• Widgets
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Look Up Table Drop Down List Display
Look up table drop-down will show in front of other fields. KB0069215
When searching in a look up table inputbox, the drop down will display above other fields under the drop down.
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Topics
• Forms
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Claim Details Report
The Provider Number/Location ID for Reports Look Up Table supports entering values up to 20 characters. KB0068899
Users will now be able to search on the Location Code field, using up to 20 characters, within the Location ID Look-Up Table when running the Claim Details Report.
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Topics
• Finance • Reports
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OrderConnect Username
The field "OrderConnect Username" has been added to the Staff Profiles & Security. When used, this field will supply the username for accessing "OrderConnect".
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Topics
• Agency Setup • Login • OrderConnect
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NX Custom Reporting Actions Drop-down
Custom Report "Actions" will display all available options. KB0071973 v0.01
Clicking the "Actions" button for the last report on the table in Custom Reporting will display drop-down options over fields so that the options can be selected.
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Topics
• NX Custom Reporting
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Ability to Change Description of Action Based Billing Runs
The ability to change the description of an action-based billing run is now supported.
On the Billing Batches Management Screen there is a new action available for these runs: "Change Batch Description". When this option is selected, users will be able to modify the run description on the Change Description form. When the changes are saved, the Billing Batches Management screen will refresh to reflect the new run description entered.
If users have launched the Billing Batch Claims Review window, there is a new button "Change Batch Description". When this option is selected, users will be able to modify the run description though the Billing Batches Management Screen will need to be refreshed to reflect the modified batch description.
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Topics
• Finance
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Ability to Break Action Based Run by Facility
Under "Finance Setup > Agency Setup > Claim Receivers Setup > Receiver General Info" a new setting "Break by Facility" was introduced in the "Action Based Run Break Logic" section.
When setting "Break by Facility" is checked, a new action based run will be created for each facility as identified in the Service Details associated with the Submission/Claim that was created by user action. If an Action Based run for this facility is already created and other options are valid (Date/Action Type), then the system should automatically attach new claims/submissions to that action based run on next interval. If no match, then the system will create a new Action based run. The naming convention for the action-based run will be "ABR" followed by date run and name of the facility. Please note that this option should not be used for agencies that are doing care day billing.
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Topics
• Finance • Finance Setup
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Ability to Break Action Based Run by Month
Under "Finance Setup > Agency Setup > Claim Receivers Setup > Receiver General Info" a new setting "Break by Month" was introduced in the "Action Based Run Break Logic" section.
When setting "Break by Month" is checked, a new action based run will be created for each Month as identified in the Service Details associated with the Submission/Claim that was created by user action. If an Action Based run for this Month is already created and other options are valid (Facility/Action Type), system should automatically attach new claims/submissions to that action based run on next interval. If no match, then the system will create a new Action based run. The naming convention for the action-based run will be "ABR" followed by date run and month.
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Topics
• Finance • Finance Setup
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Enhanced Reliability of Report Designer
Improved performance of report designer in custom reporting. KB0069906
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Topics
• NX Custom Reporting • Reports
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Custom Reporting - Join Relationship Setup
Report Join Definitions support Virtual View names greater than 40 characters. KB0069907
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Topics
• NX Custom Reporting
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Client Data Audit Log Hyperlinks Available
Added Ability To Click Hyperlinks Within the Client Data Audit Log Report To Open Referenced Forms. KB0070489 v0.01
When previewing the Client Data Audit Log report, users can now click on the hyperlink to open the form for review.
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Topics
• Reports
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Held Claims and Batches Limited by Line of Service
When reason for hold is resolved, held claims will not be released into batches that are limited to a line of service that would exclude this claim. KB0070266
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Topics
• Finance
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Copy Test
Copy Test feature has been updated to only include newest version of Services, and exclude the amended assessment. KB0072474 v0.01
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Topics
• Client • Service Entry
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Ability to Edit Treatment Plan Print Output
Users are able to edit a treatment plan print output.
When user clicks to print a treatment plan, a new button "Edit Print Content" is now available in the Print Preview. When user clicks this button, a new window will open which allows editing the print content prior to printing. In the new window, a panel on the right will list all the groups and form lines in the treatment plan. Users can click to hide a group or form line, and click again to show them. The treatment plan can then be printed to show only those groups or form lines that have not been hidden. Please note that this custom print view will not be preserved.
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Topics
• Treatment Plans
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Adjustment Claims
Users will now be able to perform actions on adjustment claims.
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Topics
• Finance
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SearchCarePlan Sent via CareFabric
SearchCarePlan will now send ClientID, activeDateRange, and planDateRange.
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Topics
• Third Party Solution
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Staff Profile Copy Wizard
Copying a Staff Profile into a new Staff Profile is now supported.
New Functionality To Have the Ability To Copy a myEvolv Staff Profile Into a New Staff Profiles More Efficiently, Without the Manual-Entry.
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Topics
• Staff
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Improved Accuracy of Un-Applied Balances on Remittance Look-Up-Tables
Un-applied balance on remittance look-up tables will reflect the accurate balance after applying payments to adjustment claims. KB0071171 v0.01
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Topics
• Finance • Reports • Widgets
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Support Added for Facility NPI Override Field
A new facility NPI override field is now supported. This is to be made available on the facility enrollment form(s), and allows agencies to (optionally) select an Outside Organization for reasons of Rendering NPI override on 837I/P output. If populated, the billing program will use the NPI# of the facility selected in this field in place of the NPI# of the facility the client is enrolled into. This covers scenarios where a client is enrolled into an agency-operated Attendance Facility yet the Rendering NPI on 837I/P claims needs to use an NPI# unrelated to actual attendance facility of service (such as an outside organization or any external residence that the client may or may not be enrolled into)
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Topics
• Finance • Finance Setup
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Missing Staff IDs for Incoming Referrals Will Be Supported
Referrals from "CareConnect" that do not have staff IDs will be created.
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Topics
• CareConnect • Program Referrals
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Call Center
Call Center has been updated to display single anchors in the Navigation Panel. KB0072070 v0.01
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Topics
• Call Center
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PWK Segment for 837I Claim Output
For the 837I Claim output, if paperwork information is entered on the Claim Submission, then it will be output in the PWK segment. If it is not entered on the submission, then the default will be output.
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Topics
• Finance
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Calculate Rate Resubmissions
The From/Through Date(s) Are Now Editable Fields When Performing Claim Actions While Using the Calculate Rate Functionality.
The From/Through date fields are editable within the Action line when using:
Resubmit
Resubmit to Other
Adjustment
These dates in these fields can be used within the Calculate Rate procedure evaluation.
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Topics
• Finance
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Added Support for DOC Additional Rate
Modified logic in billing program to support DOC Additional Rate during billing.
The billing program has been updated to support DOC Additional Rate information.
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Topics
• Finance
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Printing Reports Using Save As PDF Option
The "Save As PDF" option has been updated to show headers, data/columns, page #'s, and footer as expected. KB0072088 v0.01
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Topics
• Reports
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Calculate Rate History Interface Introduced
In order to provide administrators with greater visibility into calculate rate processes initiated from AR Management, a new interface "Finance > Claim/Invoice Processing > Batch Listing > Calculate Rate History" has been introduced.
Calculate Rate history by default will show the calculate rate history from yesterday through today. End users can request to see up to seven days of calculate rate history. Refresh button is available to refresh the listing and "End Date Calculate Rate" button is available in the even there are hung calculate rate processes that the administrator wishes to end. For each history record, the following information will be available:
- Start Time
- End Time
- Duration
- User Who Performed Calculate Rate
Each history row can be expanded to see additional information including:
- Claim Number
- Submission Number
- Payor Name
- Plan Name
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Topics
• Finance
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Override Overlapping Validation
"Overlapping Validation Flag" and "Overlapping Validation Reason" display when an unscheduled event is created in Mobile CareGiver+ for a Client with an existing overlapping appointment.
If an unscheduled appointment is sent from Mobile CareGiver+, and it overlaps with another appointment in myEvolv, the unscheduled event will be saved, indicating there was an Override Overlapping Validation, and Override Overlapping Validation Reason of "Received from MCG+".
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Topics
• Client • Front Desk • Third Party Solution
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Unit Capacity Verification
Unit capacity on appointments will verify that the Unit is not over maximum capacity.
When a Facility location is marked as "Is Unit Required" and contains units with maximum capacity, upon saving appointments, Unit capacity will be verified so that it does not exceed maximum capacity unless "Override Unit Capacity" checkbox is checked.
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Topics
• Client • Referral Application • Taskbar
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"Reprocess Tonight" Option for Immediate Billing Run Requests
Immediate Billing Run Requests can now be flagged for overnight reprocessing.
When the "Reprocess Tonight" action is selected, the billing request will be reprocessed during the scheduled overnight interval. If user wishes to cancel a scheduled overnight reprocess then the "Cancel Reprocess" option can be selected.
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Topics
• Finance
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Optimizing Sending SDK Messages for Environments with Replication
The process for sending up CareFabric messages has been optimized for environments that use database replication.
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Topics
• Agency Setup • CareConnect • CQN/HIE • Third Party Solution
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Patient Responsibility and Calculate Rate
Calculate rate results under AR Management screen will now include a new total patient responsibility amount. Additionally, a new tool tip has been added to the calculate rate amount column to show the original calculated rate.
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Topics
• Finance
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Hold Claim if no Valid Treatment Plan
Claims will honor the "Hold Claim if no Valid Treatment Plan" setting when a Client re-enrolls into the same Program and has a Treatment Plan from that prior enrollment (without an Expiration or Reviewed Date). KB0071792 v0.01
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Topics
• Finance • Finance Setup • Treatment Plans
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Extended Field Length for E-Signatures
Staff credentials now display up to 75 characters.
Staff credentials now display up to 75 characters when shown in an e-signed event.
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Topics
• Staff
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ProviderConnect Enterprise
New form has been created for ProviderConnect Enterprise to send messages in CareFabric payload.
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Topics
• ProviderConnect Enterprise
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EvvAppointment CareFabric Messages
The ReferringPhysicianName object is included in the Contact information Sent to MobileCaregiver+.
EvvAppointment will now send the referral's Referral Contact information as the Referring Physician to MobileCaregiver+.
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Topics
• Third Party Solution
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Optimized Sending "CardConnect" Balances to "myHealthPointe"
The sending of "CardConnect" balances to "myHealthPointe" has been optimized for improved performance.
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Topics
• Finance • myHealthPointe
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Limiting Actions on System Assessments
Test Designer now has limited test design actions on System Assessments.
Non-NTST users cannot add/modify/delete system assessments in "Setup > Treatment and Tests > Test Setup > Test Design - People".
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Topics
• Assessments
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Form Import Existing Assessment Validation
Import form stopped if a test within a form is already in use.
When uploading a form which contains a test code that already exists in the system, the upload will be blocked and a validation message of "Following Test code(s) in file FormExport.json already exists and in use. Please enter a new test code and try again..." will display.
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Topics
• Forms
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Non Contract Payroll for Client Services Now Supported
The ability to generate non contract payroll for client services is now supported.
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Topics
• Finance • Staff
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Front Desk Calendar Staff Appointment Availability
Front Desk Calendar only show available slots for appointments for staff. KB0071556 v0.01
When searching for open appointment slots for staff using the Advanced filter in Front Desk Calendar, the filter will only return open and available appointment slots.
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Topics
• Calendar • Client • Taskbar
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Synchronization Of Deleted Appointments
Client appointments that are deleted in myEvolv via Front Desk NX calendar are also deleted in myHealthPointe.
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Topics
• Third Party Solution
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Printing Assessments
Forms containing assessments can be printed, regardless of whether the assessments contain a question without any answers. KB0071631 v0.01
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Topics
• Assessments
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Billed Care Days Report
Days from claims set up for Care Days reporting will appear on the Billed Care Days report, ("Finance > Reports > General > Billed Care Days") regardless of whether that claim has an action applied. KB0071481 v0.01
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Topics
• Finance Setup • Reports
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270 Output File
The 270 Output file honors the x270 Application Sender Code entered on the Claim Receiver. KB0072094 v0.01
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Topics
• Finance • Finance Setup
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NACHA File and Batch Control Number
Batch Control Number in NACHA File will output in sequential batch order when there are multiple "Managing Offices". KB0071482 v0.01
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Topics
• Finance • Finance Setup
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System Will Break Services into Separate Service Lines by Authorization When Different Authorizations Are Applicable to Services Combined into a Single Claim
When using Service Line Consolidation where the Rate also Consolidates for a Period and when multiple authorizations on the client record are applicable to the services normally consolidated into the claim, the system will correctly honor the separate authorizations and break the claim into a multiple service line claim, assuring each valid authorization is linked to the proper service line. In order to accommodate this logic into Finance NX, the Rate History MUST also have "Break Claim by Authorization" checked. The billing program was updated to assure that the breaking by authorization happens prior to the Service Line Consolidation rule setup on the Rate Header used for creating this claim. KB0071935 v0.01
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Topics
• Finance
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EvvResource CareFabric Messages
The UserID property is not included in EvvResource messages that are sent to MobileCaregiver+.
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Topics
• Staff
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DSR Treatment Plan Goals
Goals from treatment plan will remain active in DSR, until the current treatment plan review is completed.
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Topics
• DSR • Treatment Plans
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Cost Center and Program Unit Now Stored On Claim Submission
Cost Center and Program Unit will now be populated on Claim Submission records. This will allow rebills to different funders who have different cost centers and program units configured to have the correct GL information.
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Topics
• Finance • Finance Setup
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Form Elements
All Form Elements will now display if set to do so.
All Form Elements in Form Designer will now display in Preview and in Event in use if the Elements are set to do so.
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Topics
• Forms
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Placement Disruptions With Program Modifiers
The Billing Program has been refactored for improved performance when billing Placement Disruptions with Program Modifiers.
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Topics
• Client • Finance
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Group Appointments In Front Desk Check In
When "Include Group Appointments" is checked on "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX", the Group appointments will display. KB0071712 v0.01
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Topics
• Front Desk • Groups
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Update Refresh Denormalized Process for Performance Improvements
Refreshing Client information process improved.
Upon Enrollment changes to Agency or Program(s), the location of the Client can be updated by selecting "Refresh client information". The update refresh denormalized process for this has been improved.
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Topics
• Client • Service Entry
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ProviderConnect Enterprise Will Send Financial Eligibility on Collateral
If a Collateral is entered on a Client Benefit Assignment, the information will be sent to ProviderConnect Enterprise.
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Topics
• Client
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ProviderConnect Enterprise CalOMS
ProviderConnect Enterprise CalOMS has added Admission features.
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Topics
• ProviderConnect Enterprise
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CalOMS Annual Update
ProviderConnect Enterprise CalOMS has added Annual Update features.
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Topics
• ProviderConnect Enterprise
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CalOMS Discharge
ProviderConnect Enterprise CalOMS has added Discharge features.
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Topics
• ProviderConnect Enterprise
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Agency Discharge Reasons Propagate to Programs
When discharging Client from Agency, the discharge reason and outcome will propagate to Program(s).
Upon discharging Client from Agency, date discharged, "Closing Reason" and "Outcome" will propagate down to the Program(s) in which the Client was enrolled.
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Topics
• Client
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Diagnoses by Client Look-Up-Table Enhancements
The system LUT "Diagnoses by Client" and the underlying diagnoses_view have been updated. The "generic_description" column in the view will now show only ICD10, DSM5 and SNOMED information. A new column, "generic_description_icd9_dsm4" has been added which includes all codes. The "Diagnoses by Client" LUT will now show only the ICD10, DSM5 and SNOMED codes. When this LUT is linked to the "Diagnosis Treated" field on services, no ICD9 or DMS4 information will be visible. A new system LUT, "Diagnoses by Client Including ICD9/DSM4" has been created which will include these older codes.
The system LUT "Diagnoses by Client" and the underlying diagnoses_view have been updated. The "generic_description" column in the view will now show only ICD10, DSM5 and SNOMED information. A new column, "generic_description_icd9_dsm4" has been added which includes all codes. The "Diagnoses by Client" LUT will now show only the ICD10, DSM5 and SNOMED codes. When this LUT is linked to the "Diagnosis Treated" field on services, no ICD9 or DMS4 information will be visible. A new system LUT, "Diagnoses by Client Including ICD9/DSM4" has been created which will include these older codes.
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Topics
• Client
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Service/Case Notes & Planning Approval
The Supervisor Approval has been refactored for improved performance.
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Topics
• Calendar • Client • Family Cases • Groups • Service Entry • Supervisor • Taskbar • Treatment Plans
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Assigned to All Workgroups
When attempting to delete Workgroups that are linked to >1000 clients, an error message of "This workgroup as been assigned to all clients and cannot be deleted. Please delete staff from the workgroup instead" will display.
Once an "Assigned to All" workgroup has been assigned out to all clients, the workgroup cannot be deleted from the system. If users do not wish to use the workgroup any longer, then staff that are members of this workgroup should have their membership end-dated or deleted. If a user attempts to delete an "Assigned to All" workgroup that has been assigned to all clients, the following validation message will appear: "This workgroup as been assigned to all clients and cannot be deleted. Please delete staff from the workgroup instead".
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Topics
• Workflows
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Treatment Plan Creation and Review
Treatment plans can be created, reviewed, and deleted.
Initial Treatment Plans can be created and reviewed. Both Initial Treatment Plans and Treatment Plan Reviews can be deleted.
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Topics
• Treatment Plans
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Enhancements to On Demand Billing Workflow
The following improvements to the On Demand Billing workflow are now supported:
- When hovering over the Collect Payment icon ($) after already collecting and applying today's client payment, the current balance will reflect the total current balance from all claims, 0.00 if no balance.
- The Cash Log picklist available when applying payments will now include checks collected today from "Additional Guarantors" assigned to the client's Self Pay benefit assignment.
- Following application of payment in Front Desk, running the Patient Statement report will reflect current real time unapplied balance amount for the self pay payer.
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Topics
• Finance • Front Desk
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AR Management Stand Alone Forms in Widgets Alert User to Unsaved Work
Message will display to alert user if there were transaction/actions performed, but not saved.
When Launching the Accounts Receivable Management Standalone forms from the Widgets, if transactions/actions are performed and not saved, the user will receive a message.
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Topics
• Finance • Widgets
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End Date Billing
"End Date Billing" will populate billing run end time.
"End Date Billing" will populate a hung billing run with an end time so new billing can be run. "End Date Billing" will not stop an active run.
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Topics
• Finance
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Consolidate Only if Consecutive Dates
Non-consecutive placement disruptions will be separated into multiple claims. KB0072177 v0.01
When billing or doing calculate rate for a period where claims should be split out for placement disruptions, non-consecutive placement disruptions will be separated into multiple claims.
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Topics
• Finance
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Front Desk Calendar Timeout
Front Desk Calendar will close upon session timeout. KB0072557 v0.01
When a user that has launched Front Desk Calendar leaves their session idle long enough to incur the system inactivity timeout, the Front Desk Calendar will be closed.
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Topics
• Calendar • Front Desk
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NACHA Files and Hash Totals
Hash Totals will be correct in NACHA file regardless of the routing numbers included in the file. KB0071743 v0.01
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Topics
• Finance
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myHealthPointe Assessments
myHealthPointe GetMhpAssessmentDisplayPlan now uses PublishedInstanceID for assessments.
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Topics
• Assessments • myHealthPointe
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Respite Program Modifiers
Respite Program Modifiers will be visible on "Client > Client Information > Critical Information > Enrollment Information". KB0072199 v0.01
If a program modifier is entered when entering a Respite Placement Disruption, then this program modifier will be visible on "Client > Client Information > Critical Information > Enrollment Information" under the resulting Respite Placement Program.
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Topics
• Client
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Daily Milieu
Daily Milieu Log is supported.
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Topics
• Client
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Handling Time Zone Offsets when Entering Referral Status Changes
Referral Status changes will be saved between user time zones. KB0072126 v0.01
When updating Referral Status, myEvolv will account for the difference between the users time zones and allow for saving if Referral Status Times overlap.
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Topics
• Program Referrals
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Room/Unit Visible in Front Desk and Staff Calendars
The room/unit that the event was scheduled for will be visible in Front Desk and Staff Calendars.
When clicking on the appointment slot in Front Desk Calendar or Staff Calendar, the room/unit that the event was scheduled for will be visible under the "Unit" label.
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Topics
• Front Desk
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My Tasks Widget
A new column for Room/Unit has been added to the "My Tasks" widget.
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Topics
• Client • Front Desk • Taskbar
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Test Items/Test Groups Ordering
Test Items/Test Groups will preserve ordering when moved in Test Designer. KB0072098 v0.01
Dragging Test Items/Test Groups in Test Designer to different locations/ordering will preserve the locations/ordering after saving.
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Topics
• Assessments • Forms • Setup
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Taskbar > Attendance Check In/Out > Check In/Out > Attendance Check In/Out
When a Client has a billed Attendance enrollment without an end date that was subsequently deleted, and they have an open Attendance enrollment into the same Facility, they will only display a single time in "Taskbar > Attendance Check In/Out > Check In/Out > Attendance Check In/Out". KB0072100 v0.01
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Topics
• Attendance Tracking
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Wizard Performance Improvement
Wizards for searching Staff, Client & Referral have been refactored for improved performance.
KB0071762 v0.01
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Topics
• Client • Family Cases • Groups • Referral Application • Setup • Staff
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Held Claims Where Service Date Equals Billing Through Date
When running a billing request to release a held claim, if the through date of the request is the same as the end date of the service, the claim will now release. KB0071946 v0.01
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Topics
• Finance
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Referral Information
"Phone Number Calling From" field will become enabled if "Initial Contact Information" is set to "Phone". KB0071945 v0.01
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Topics
• Program Referrals
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Call Center Follow Up Events
Follow Up events will now attach to Call Center Call.
Follow up events will now attach to the Call Center Call. Follow up events can be linked during the initial creation of the Call Center Call, after a call has been completed, and from the Incomplete Calls listing.
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Topics
• Call Center
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837i Covered and Non-Covered Days
The 837i file will now output covered days after the BE:::80 segment, and non-covered days after the BE:::81 segment.
When:
-"MN DHS Occupancy Coefficient" is/is not populated on service facility.
-"Include rate code in HI segment (for NYSDOH)" is not checked.
-"Include Covered Days in HI" segment is checked.
-"Output Non-Covered Days" is not checked on rate.
The 837i file will now output covered days after the BE:::80 segment, and non-covered days after the BE:::81 segment.
When:
-"MN DHS Occupancy Coefficient" is not populated on service facility.
-"Include rate code in HI segment (for NYSDOH)" is not checked.
-"Include Covered Days in HI" segment is checked.
-"Output Non-Covered Days" is checked on rate.
The 837i file will now output covered days after the BE:::80 segment, and non-covered days after the BE:::81 segment.
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Topics
• Finance
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Scheduled Group Appointments in MoblieCaregiver+
Receiving Group Appointments From MobileCaregiver+ is now supported.
Group Sessions That Are Scheduled Within MobileCaregiver+ are now received. These visits will save as individual services for each of the Clients within the Group Session.
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Topics
• Client • Front Desk • Service Entry • Third Party Solution
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Staff Time Off in Staff Calendar
Staff Time Off will display a single record in Staff Calendar ("Taskbar > Scheduled Tasks > Task List > Calendar"), regardless of whether the staff in question has more than one work schedule on that day. KB0072120 v0.01
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Topics
• Calendar
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Staff Previous Names
Previous staff names will be displayed in signatures on forms signed when those names were active.
Added support for previous names used by staff to be displayed in signatures on forms signed when those names were active. Previous names can be added to the staff info under "Agency > Staff & Security > Staff Information > Personal Info". Names in signatures will be determined based on date of signature not date of the event scheduled.
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Topics
• Agency • Client • Setup
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Register myEvolv Clients with ASAM
myEvolv clients are automatically registered with ASAM when launching the ASAM Continuum.
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Topics
• Assessments
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Ability to Access "ASAM Assessment Website" To Create an Assessment
The "ASAM Assessments Website" can be accessed using clients from "myEvolv".
The "myEvolv" Client Name, Date of Birth and Staff will populate the "ASAM Assessment Website" assessment form.
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Topics
• Assessments
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MobileCareGiver + Front Desk Appointment Stages
MobileCareGiver+ Front Desk Appointment Stages Are Reflected for Group Appointments.
When Group Appointments Are Created or Started Within MobileCareGiver+ the “Stage” Will Be Reflected Within myEvolv NX Front Desk.
- Created Appointment Will Display Within the Scheduled Column
- Started Appointment Will Display Within the Checked In Column
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Topics
• Front Desk • Third Party Solution
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Group Appointments Completed in Mobile CareGiver+
When Group Appointments Are Completed in Mobile CareGiver+ They Are Also Completed in myEvolv.
Once a group appointment is completed within MobileCareGiver+ it will be reflected within the myEvolv service entry screen. In addition, if these visits are completed with a note, the note will display within the event on service entry event.
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Topics
• Client • Third Party Solution
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The Ability to Execute Customized Front Desk Reports
A custom report will be run on the "Front Desk" when the "Custom Report Link" on the "Agency Information" form is filled in. The custom report has the ability to have the "Room/Unit" field to be added to it.
The "Custom Report Link" has been added to the "Agency Setup > Agency > Agency > Agency Information" form. The report area contains the "FD_CR - Front Desk Calendar Report" and the "Custom Report"
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Topics
• Front Desk • Reports
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Call Center Additional Events
Additional Events only displays events associated with its Call Event. KB0072119 v0.01
Call Center listing now only displays Additional Events associated with its Call Event both during and after call completed.
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Topics
• Call Center
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Vendor Information Form Now Clears Create Prenotification
"Create Prenotification" checkbox now clears when disabling "Has Direct Deposit". KB0072182 v0.01
"Create Prenotification" checkbox can only be enabled and checked when "Has Direct Deposit" is checked.
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Topics
• Finance
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Qualifying Services Now Honor Minimum and Maximum Distinct Events
The qualifying services SubForm "Minimum are Distinct" field has been renamed "Use Distinct Events". The billing program has been updated to honor both the Minimum and Maximum values when utilizing the qualifying services distinct events functionality.
For example, if the qualifying services is set up to honor three minimum and five maximum events and "Use Distinct Events" is checked, then the billing program will enforce that between three to five distinct events from the qualifying services list must be entered in order for this claim to bill. If only two distinct events were entered, then the minimum requirement is not met and the claim will not be produced. If six distinct events were entered then the maximum requirement has been exceeded and the claim will not be produced.
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Topics
• Finance • Finance Setup
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Hold Time on Front Desk/Staff Calendars
New "Hold Time" event can be scheduled on Front Desk/Staff Calendars. This event will reserve the staff's time slot for later use.
A new system staff non-client event, "Hold Time" has been introduced. This event can be added to a staff's schedule for the purposes of reserving/holding their time on Front Desk/Staff Calendars. Remarks can be entered on the "Hold Time" to indicate what the hold is intended to be used for (i.e. "Client Intake"). The Front Desk Advanced Search now includes new option "First Available Hold Time". When this option is selected on advanced search, the first available hold time will be returned that matches the remaining search criteria. Staff will be able to schedule appointments during "Hold Time" without firing validations. If an appointment is scheduled during "Hold Time" and the duration of that appointment does not fully cover the duration of the "Hold Time" then the appointment will be carved out of the "Hold Time" such that the scheduled appointment and remaining "Hold Time" will be left on the staff schedule.
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Topics
• Calendar
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Scheduling Site
When appointments are scheduled in Scheduling Site and completed in myEvolv, they also show as completed in Scheduling Site. KB0072298 v0.01
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Topics
• SchedulingSite
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Guarantor Codes for ProviderConnect Enterprise
ProviderConnect Enterprise PutFhirInsurancePolicy messages now support Guarantor ID.
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Topics
• ProviderConnect Enterprise
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Status Fields On Treatment Plans
Status fields on treatment plans will remain when using form code "updateChildComponentColumns". KB0072255 v0.01
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Topics
• Forms • Treatment Plans
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Bells - myEvolv Events Will Be Updated with Bells Appointment Notes
When an event in myEvolv is configured for "Has Single Note" or "Has Multiple Notes", the notes entered in the "Bells" appointment will update the "myEvolv" event that generated that appointment.
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Topics
• Call Center • Event Setup
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Row Listings
myEvolv has been updated to remove expand ( + ) listing. Right clicking the listing has been preserved.
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Topics
• Agency Setup • Assessments
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Front Desk NX Behavior
When saving an event in Front Desk NX with multiple agency program service links enabled, only one instance of the event will be displayed. KB0072299 v0.01
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Topics
• Calendar • Front Desk
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Merge Utility and Agency Placement
While using the Merge Utility, the agency placement of the duplicate client can be deleted.
The agency placement of the duplicate client can be deleted within the Merge Utility, regardless of whether that placement was created using Front Desk Check In or elsewhere.
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Topics
• Utilities
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Call Center Event Time Zone
Events within Call Center Calls can be completed in different time zones. KB0072556 v0.01
Events within Call Center Calls can be completed in different time zones. This applies for event with "Validate against enrollment dates" enabled.
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Topics
• Call Center
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Recurring Billing and Sent Batches
If a recurring billing is set up to reprocess for x days and one of the batches from that request is marked sent before x days has passed, then the batch will not be reprocess on the subsequent reprocessing of the recurring request. KB0072555 v0.01
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Topics
• Finance
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NX Routing and Notes To Complete Widget
Notes to Complete Widget will now display events that are routed using NX Routing. KB0072344 v0.01
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Topics
• Groups • Routing • Widgets
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SDK Message Throttling
SDK has been updated to for improved messaged handling.
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Topics
• Third Party Solution
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Additional Event Code Information Added to the Appointment JSON Messaging
The Appointment JSON messages have been updated to include additional "Event" information.
The added information will be contained in the
"Appointment.serviceCode.ehrCode" and "Appointment.serviceCode.ehr.DisplayName" sections.
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Topics
• CareConnect
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Workflows - Refresh Scheduled Tasks/Events Utility
When Running the "Workflows - Refresh Scheduled Tasks/Events" utility or when overnight job "Alert Events Daily Tickler" runs, only missing or modified tasks will be scheduled. KB0072492
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Topics
• Service Entry • Utilities • Workflows
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Finance Reports - Cash Drawer
The performance has been improved when running the Cash Drawer Report.
- From and Through Dates are now required.
-Facility Providing Service is the only Report Parameter.
-All Payment Types are supported.
-Payment types other than Cash/Check/Credit Card will display as "Other" in the Summary section.
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Topics
• Finance • Reports
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Bells Services Without Notes
Support is added for service completion via the Bells application when the event does not have progress notes enabled.
Support is added for services to be completed via the Bells application when the event does not have single or multiple notes enabled. Previously, only services which had single or multi note enabled at the event setup level would be visible in Bells.
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Topics
• Third Party Solution
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Location No Longer Always Required in Bells.
Support is added for Bells to conditionally require the Location field on a service.
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Topics
• Third Party Solution
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Bells Notes
myEvolv has been updated to honor new lines sent in notes from Bells.
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Topics
• Third Party Solution
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Bells Service Submission Statuses
Response status codes are updated to reflect the result of an incoming services completed in Bells.
Response status codes are updated to reflect the result of an incoming service, differentiating between a service being locked or saving to a draft status.
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Topics
• Third Party Solution
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New Setting "Create Mirror Services" Introduced
A new setting, "Create Mirror Services" is now available under the Billing Preferences section of "Setup > System > EvolvCS System Setup > System Settings/Preferences".
By default, "Create Mirror Services" will be checked. If an agency desires, this setting can be un-checked in which case the overnight mirror process, including Mirror Claims and Invoices, will be skipped. The following reports depend on Mirror Services: Actual Care Days, Service Details, People Served by Program, Facility Occupancy. The following reports depend on Mirror Claims and Invoices: Past Invoice Verification, Past Claim Verification.
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Topics
• Finance
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Default Values on Assessments Question
Assessments question that are of the "Date", "Narrative", or "Picklist" type can have default values.
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Topics
• Assessments • Forms • SubForm
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Billing Run Processing Time
Billing run processing times have been improved.
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Topics
• Agency Setup • Finance • Staff
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Improved Calculate Rate Results
When Calculate Rate processes, the results will tie back to the proper claims in certain specific business cases.
When Calculate Rate processes, the results will tie back to the proper claims in certain specific business cases. Example Cases:
When billing two different claims for the same facility placement service to two different sequence 1 funders, when you do adjustment with calculate rate on one of the claims, the resulting submission will be tied back to the correct original submission. When claim is denied and then duration on the service is modified and the original claim has adjusted using calculate rate, the resulting submission will have the correct duration and will link back to the original submission.
When you bill a funder for a single service with multiple procedures, i.e. multiple service line claims for services with Interactive Complexity or services like Developmental Testing where the same service will have multiple procedures, the system will now assure the resulting submission's service line all correctly link back to the services.
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Topics
• Finance
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Laboratory Results - LOINC Codes
Laboratory test results sent from OrderConnect will update the myEvolv LOINC library. LOINC codes that are missing from the myEvolv library will be added.
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Topics
• OrderConnect
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New Maximum Size Setting for Test/Assessments
New Max Size Setting for Test/Assessments Now Allows the Limiting of the Amount of Text That Can Be Entered.
New max size setting for test/assessments allows limiting of the amount of text that can be entered within a narrative field.
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Topics
• Assessments
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