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myEvolv NX 11.0.0025 Summary

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Important Announcement

  • Known Issue Identified: Recurring billing runs fail with "Error: Violation of PRIMARY KEY constraint "PK_invoice_batch_log' Cannot insert duplicate key in object 'dbo.invoice_batch_log'*.
    • Who is Impacted: Agencies on myEvolv NX version 11.0.0025 that use recurring billing runs.
    • Workaround: Submit an immediate run to generate claims that should have been captured in the failed recurring billing run.
    • See Knowledge Base article KB0072880 v0.01 in ServiceNow.
NEW64 CHANGED0 FIXED74
New (64)
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+.
Value Added: Users have greater flexibility when completing unscheduled appointments.
Topics
• Client • Third Party Solution
 
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
Value Added: Improved user experience by creating new claim status to distinguish claims rejected by 277 from those claims that were denied.
Topics
• Finance
 
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.
Value Added: Users will experience faster login process when NIAM Authentication is used.
Topics
• Agency • NIAM • Staff
 
 
NX Custom Reporting Actions Drop-down
Custom Report "Actions" will display all available options. KB0071973 v0.01
Value Added: Users will experience improved visibility for available Action options when working with a Custom Report.
Topics
• NX Custom Reporting
 
Ability to Change Description of Action Based Billing Runs
The ability to change the description of an action-based billing run is now supported.
Value Added: Improved user experience by allowing the name of action based runs to be modified.
Topics
• Finance
 
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.
Value Added: Improved finance workflows by introducing the ability to break action based runs by facility.
Topics
• Finance • Finance Setup
 
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.
Value Added: Improved finance workflows by introducing the ability to break action based runs by month.
Topics
• Finance • Finance Setup
 
Ability to Edit Treatment Plan Print Output
Users are able to edit a treatment plan print output.
Value Added: Improves user experience by allowing a custom treatment plan output to be printed.
Topics
• Treatment Plans
 
Adjustment Claims
Users will now be able to perform actions on adjustment claims.
Value Added: Improved ability to work adjustment claims.
Topics
• Finance
 
SearchCarePlan Sent via CareFabric
SearchCarePlan will now send ClientID, activeDateRange, and planDateRange.
Value Added: The SearchCarePlan Message supports ClientID, activeDateRange, and planDateRange.
Topics
• Third Party Solution
 
Staff Profile Copy Wizard
Copying a Staff Profile into a new Staff Profile is now supported.
Value Added: Ability To Copy myEvolv Staff Profiles To Enter New Staff Profiles More Efficiently, Without the Manual-Entry Tedium of Filling In Redundant Fields per Profile Creation.
Topics
• Staff
 
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)
Value Added: Improved ability to bill where client lives at a non-agency residence but is also enrolled at agency for employment services.
Topics
• Finance • Finance Setup
 
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.
Value Added: Adding paperwork information on the Claim Submission for 837I is now supported.
Topics
• Finance
 
Calculate Rate Resubmissions
The From/Through Date(s) Are Now Editable Fields When Performing Claim Actions While Using the Calculate Rate Functionality.
Value Added: Calculate Rate for resubmission now supports editing the From/Through Dates.
Topics
• Finance
 
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.
Value Added: Improved user experience by providing greater visibility to Calculate Rate history.
Topics
• Finance
 
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.
Value Added: Users can easily identify overlapping appointments being sent from Mobile CareGiver+.
Topics
• Client • Front Desk • Third Party Solution
 
Unit Capacity Verification
Unit capacity on appointments will verify that the Unit is not over maximum capacity.
Value Added: Automatically prevents overfilling unit beyond maximum capacity.
Topics
• Client • Referral Application • Taskbar
 
"Reprocess Tonight" Option for Immediate Billing Run Requests
Immediate Billing Run Requests can now be flagged for overnight reprocessing.
 
Value Added: Users have greater flexibility to reprocess billing requests during overnight hours.
Topics
• Finance
 
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.
Value Added: Improved user experience by improving visibility into patient responsibility when using Calculate Rate.
Topics
• Finance
 
Extended Field Length for E-Signatures
Staff credentials now display up to 75 characters.
Value Added: The Staff Credentials supports up to 75 characters displayed.
Topics
• Staff
 
ProviderConnect Enterprise
New form has been created for ProviderConnect Enterprise to send messages in CareFabric payload.
Value Added: Users will experience improved performance with PutFHIR Messages.
Topics
• ProviderConnect Enterprise
 
Limiting Actions on System Assessments
Test Designer now has limited test design actions on System Assessments.
Value Added: Restricting users from modifying System Assessments prevents potential errors.
Topics
• Assessments
 
Form Import Existing Assessment Validation
Import form stopped if a test within a form is already in use.
Value Added: Prevents users from uploading duplicate test forms to the system.
Topics
• Forms
 
Non Contract Payroll for Client Services Now Supported
The ability to generate non contract payroll for client services is now supported.
Value Added: Improved ability to generate payroll.
Topics
• Finance • Staff
 
DSR Treatment Plan Goals
Goals from treatment plan will remain active in DSR, until the current treatment plan review is completed.
Value Added: DSR Treatment Plan Goals will be preserved until the current plan review is complete.
Topics
• DSR • Treatment Plans
 
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.
Value Added: Improved accuracy of GL information for rebills where cost center and program unit differ between funders.
Topics
• Finance • Finance Setup
 
Placement Disruptions With Program Modifiers
The Billing Program has been refactored for improved performance when billing Placement Disruptions with Program Modifiers.
Value Added: Users will experience improved performance when billing Placement Disruptions that use Program Modifiers.
Topics
• Client • Finance
 
Update Refresh Denormalized Process for Performance Improvements
Refreshing Client information process improved.
Value Added: Users will experience improved performance when refreshing Client data.
Topics
• Client • Service Entry
 
ProviderConnect Enterprise CalOMS
ProviderConnect Enterprise CalOMS has added Admission features.
Value Added: User has the ability to add Admission services in CalOMS.
Topics
• ProviderConnect Enterprise
 
CalOMS Annual Update
ProviderConnect Enterprise CalOMS has added Annual Update features.
Value Added: User has access to add Annual Update services in CalOMS.
Topics
• ProviderConnect Enterprise
 
CalOMS Discharge
ProviderConnect Enterprise CalOMS has added Discharge features.
Value Added: User has access to add Discharge services in CalOMS.
Topics
• ProviderConnect Enterprise
 
Agency Discharge Reasons Propagate to Programs
When discharging Client from Agency, the discharge reason and outcome will propagate to Program(s).
Value Added: Users will experience greater accuracy in Program data when proving Agency discharge reasons.
Topics
• Client
 
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.
Value Added: Users will have greater flexibility when adding Diagnosis information for a Client.
Topics
• Client
 
Service/Case Notes & Planning Approval
The Supervisor Approval has been refactored for improved performance.
Value Added: Users will experience improved performance when loading events from subordinate Staff.
Topics
• Calendar • Client • Family Cases • Groups • Service Entry • Supervisor • Taskbar • Treatment Plans
 
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.
Value Added: Users will be redirected to delete Staff from Workgroups when attempting to delete "Assigned to All" Workgroup.
Topics
• Workflows
 
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.
Value Added: Improved ability of Front Desk staff to apply payments and ascertain current balances.
Topics
• Finance • Front Desk
 
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.
Value Added: AR Management alerts users to help prevent loss of data changes.
Topics
• Finance • Widgets
 
myHealthPointe Assessments
myHealthPointe GetMhpAssessmentDisplayPlan now uses PublishedInstanceID for assessments.
Value Added: PublishedInstanceID is now supported.
Topics
• Assessments • myHealthPointe
 
Daily Milieu
Daily Milieu Log is supported.
Value Added: Users can now complete the Daily Milieu Log associated with the Milieu treatment plan.
Topics
• Client
 
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.
Value Added: Increased visibility into room/unit scheduling.
Topics
• Front Desk
 
My Tasks Widget
A new column for Room/Unit has been added to the "My Tasks" widget.
Value Added: Improved user experience by providing greater visibility into room/unit scheduling.
Topics
• Client • Front Desk • Taskbar
 
New Service Facility Set Is Now Available
Service Facility Set is now available to use within Staff Profiles.
Value Added: Users have greater flexibility when setting up billing information for staff.
Topics
• Finance • Finance Setup • Staff
 
Scheduled Group Appointments in MoblieCaregiver+
Receiving Group Appointments From MobileCaregiver+ is now supported.
Value Added: Scheduled Group Appointments in MCG+ will be received and saved in each Client's individual services.
Topics
• Client • Front Desk • Service Entry • Third Party Solution
 
Staff Previous Names
Previous staff names will be displayed in signatures on forms signed when those names were active.
Value Added: Added ability for previous names to be displayed on signatures.
Topics
• Agency • Client • Setup
 
Register myEvolv Clients with ASAM
myEvolv clients are automatically registered with ASAM when launching the ASAM Continuum.
Value Added: Client Name and date of birth changes will propagate to old and new ASAM Assessments.
Topics
• Assessments
 
Ability to Access "ASAM Assessment Website" To Create an Assessment
The "ASAM Assessments Website" can be accessed using clients from "myEvolv".
Value Added: Ability to enter an ASAM Assessment form from myEvolv.
Topics
• Assessments
 
MobileCareGiver + Front Desk Appointment Stages
MobileCareGiver+ Front Desk Appointment Stages Are Reflected for Group Appointments.
 
Value Added: Sync Starting Group Appointments Between Mobile CareGiver+ and myEvolv.
Topics
• Front Desk • Third Party Solution
 
Group Appointments Completed in Mobile CareGiver+
When Group Appointments Are Completed in Mobile CareGiver+ They Are Also Completed in myEvolv.
Value Added: Group appointments are completed in Mobile CareGiver+ they are also completed in myEvolv.
Topics
• Client • Third Party Solution
 
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.
Value Added: Agencies have the ability to customize the Front Desk Report.
Topics
• Front Desk • Reports
 
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.
Value Added: Improved ability to bill using qualifying services distinct events.
Topics
• Finance • Finance Setup
 
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.
Value Added: Improved user experience by allowing time to be reserved on staff schedules.
Topics
• Calendar
 
Guarantor Codes for ProviderConnect Enterprise
ProviderConnect Enterprise PutFhirInsurancePolicy messages now support Guarantor ID.
Value Added: Guarantor Codes are now sent in PutFhirInsurance Policy messages.
Topics
• ProviderConnect Enterprise
 
Row Listings
myEvolv has been updated to remove expand ( + ) listing. Right clicking the listing has been preserved.
Value Added: Listings will only be expanded by right clicking on the row.
Topics
• Agency Setup • Assessments
 
SDK Message Throttling
SDK has been updated to for improved messaged handling.
Value Added: SDK messaged handling has been updated for improved performance.
Topics
• Third Party Solution
 
Additional Event Code Information Added to the Appointment JSON Messaging
The Appointment JSON messages have been updated to include additional "Event" information.
 
Value Added: Additional codes were added for better identification of Events.
Topics
• CareConnect
 
Bells Services Without Notes
Support is added for service completion via the Bells application when the event does not have progress notes enabled.
Value Added: Services without progress notes can be completed via Bells.
Topics
• Third Party Solution
 
Location No Longer Always Required in Bells.
Support is added for Bells to conditionally require the Location field on a service.
Value Added: Required fields on myEvolv forms will be consistent with Bells.
Topics
• Third Party Solution
 
Bells Notes
myEvolv has been updated to honor new lines sent in notes from Bells.
Value Added: Users will experience improved performance and handling when sending notes from Bells.
Topics
• Third Party Solution
 
Bells Service Submission Statuses
Response status codes are updated to reflect the result of an incoming services completed in Bells.
Value Added: Bells can handle and notify differently based on the resulting status of a saved service.
Topics
• Third Party Solution
 
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".
Value Added: Improved ability of agencies to control whether Mirror Services process runs overnight.
Topics
• Finance
 
Default Values on Assessments Question
Assessments question that are of the "Date", "Narrative", or "Picklist" type can have default values.
Value Added: Default values can be entered for Assessment Questions of "Date", "Narrative", or "Picklist" type.
Topics
• Assessments • Forms • SubForm
 
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.
Value Added: New LOINC codes entered via OrderConnect will be stored in the Medical Library.
Topics
• OrderConnect
 
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.
Value Added: Users will experience an enhanced ability to limit the amount of text that can be entered within a Narrative field.
Topics
• Assessments
 
Fixed (74)
SubForm Listing Maintains Scroll Position
SubForm listing maintains scroll position when "Upload Document" link is clicked. KB0067679
Topics
• Forms
 
Call Center Form
Opening a Call Center call will now start in an active state. KB0067727
Topics
• Call Center
 
Call Center Call Standalone
In Call Center Call Standalone, alerts can be sent and call history can be viewed. KB0068547
Topics
• Call Center
 
Client Program Discharge Utility
The Client Program Discharge Utility has been refactored to support larger volumes of Clients. KB0068143
Topics
• Agency Setup • Utilities
 
Improved the Efficiency of the 837 Claim Output
Improved the efficiency of the 837 claim output when the file name contains spaces in the OutputFile Name. KB0068933
Topics
• Finance • Finance Setup
 
Billing Execution Interval Based on Time Zone Offset
Billing execution time matches system setting for interval. KB0068935
Topics
• Finance
 
 
Diagnosis Look Up Table Window
Diagnosis Look Up Table closes after saving Diagnosis Event. KB0069210
Topics
• Client
 
Incident Listing Report
The "Reporting Office" parameter is supported in "Incident Listing" Reports. KB0069098
Topics
• Incidents • Reports
 
Transfer Resource Family Workers Selections
After saving transfer of resource families, selected checkboxes will auto-clear after saving. KB0068836
Topics
• Resource Families
 
Homeview Widget Filter
Search bars are aligned to match the table headers. KB0069221
Topics
• Widgets
 
Look Up Table Drop Down List Display
Look up table drop-down will show in front of other fields. KB0069215
Topics
• Forms
 
Claim Details Report
The Provider Number/Location ID for Reports Look Up Table supports entering values up to 20 characters. KB0068899
Topics
• Finance • Reports
 
Enhanced Reliability of Report Designer
Improved performance of report designer in custom reporting. KB0069906
Topics
• NX Custom Reporting • Reports
 
Custom Reporting - Join Relationship Setup
Report Join Definitions support Virtual View names greater than 40 characters. KB0069907
Topics
• NX Custom Reporting
 
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
Topics
• Reports
 
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
Topics
• Finance
 
Copy Test
Copy Test feature has been updated to only include newest version of Services, and exclude the amended assessment. KB0072474 v0.01
Topics
• Client • Service Entry
 
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
Topics
• Finance • Reports • Widgets
 
Missing Staff IDs for Incoming Referrals Will Be Supported
Referrals from "CareConnect" that do not have staff IDs will be created.
Topics
• CareConnect • Program Referrals
 
Call Center
Call Center has been updated to display single anchors in the Navigation Panel. KB0072070 v0.01
Topics
• Call Center
 
Save PutDisclosure CareFabric Messages to Database
CareFabric has been updated to receive PutDisclosure messages.
Topics
• CareConnect Inbox • Client
 
Added Support for DOC Additional Rate
Modified logic in billing program to support DOC Additional Rate during billing.
Topics
• Finance
 
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
Topics
• Reports
 
Optimizing Sending SDK Messages for Environments with Replication
The process for sending up CareFabric messages has been optimized for environments that use database replication.
Topics
• Agency Setup • CareConnect • CQN/HIE • Third Party Solution
 
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
Topics
• Finance • Finance Setup • Treatment Plans
 
EvvAppointment CareFabric Messages
The ReferringPhysicianName object is included in the Contact information Sent to MobileCaregiver+.
Topics
• Third Party Solution
 
Optimized Sending "CardConnect" Balances to "myHealthPointe"
The sending of "CardConnect" balances to "myHealthPointe" has been optimized for improved performance.
Topics
• Finance • myHealthPointe
 
Front Desk Calendar Staff Appointment Availability
Front Desk Calendar only show available slots for appointments for staff. KB0071556 v0.01
Topics
• Calendar • Client • Taskbar
 
Synchronization Of Deleted Appointments
Client appointments that are deleted in myEvolv via Front Desk NX calendar are also deleted in myHealthPointe.
Topics
• Third Party Solution
 
Printing Assessments
Forms containing assessments can be printed, regardless of whether the assessments contain a question without any answers. KB0071631 v0.01
Topics
• Assessments
 
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
Topics
• Finance Setup • Reports
 
270 Output File
The 270 Output file honors the x270 Application Sender Code entered on the Claim Receiver. KB0072094 v0.01
Topics
• Finance • Finance Setup
 
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
Topics
• Finance • Finance Setup
 
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
Topics
• Finance
 
EvvResource CareFabric Messages
The UserID property is not included in EvvResource messages that are sent to MobileCaregiver+.
Topics
• Staff
 
Duration of Other Activities
Duration will update on parent form when the duration field is disabled. KB0071636 v0.01
Topics
• Forms
 
Custom Reports
Custom Reports which use a "sort by" column with spaces in its name are supported. KB0071549 v0.01
Topics
• Reports
 
Form Elements
All Form Elements will now display if set to do so.
Topics
• Forms
 
eMAR Date Selection
Selecting future dates are prevented in eMAR. KB0072257 v0.01
Topics
• eMAR
 
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
Topics
• Front Desk • Groups
 
Duration for Activities in SubForms
Durations for Activities in SubForms will now auto calculate after saving from a drafted event. KB0072260 v0.01
Topics
• Client
 
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.
Topics
• Client
 
Treatment Plan Creation and Review
Treatment plans can be created, reviewed, and deleted.
Topics
• Treatment Plans
 
End Date Billing
"End Date Billing" will populate billing run end time.
Topics
• Finance
 
Consolidate Only if Consecutive Dates
Non-consecutive placement disruptions will be separated into multiple claims. KB0072177 v0.01
Topics
• Finance
 
Front Desk Calendar Timeout
Front Desk Calendar will close upon session timeout. KB0072557 v0.01
Topics
• Calendar • Front Desk
 
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
Topics
• Finance
 
Respite Program Modifiers
Respite Program Modifiers will be visible on "Client > Client Information > Critical Information > Enrollment Information". KB0072199 v0.01
Topics
• Client
 
Handling Time Zone Offsets when Entering Referral Status Changes
Referral Status changes will be saved between user time zones. KB0072126 v0.01
Topics
• Program Referrals
 
Service/Case Notes & Planning Approval Group Notes
Submitted Group Notes will display once per group event. KB0072261 v0.01
Topics
• Client • Family Cases • Groups • Supervisor • Taskbar • Treatment Plans • Widgets
 
Test Items/Test Groups Ordering
Test Items/Test Groups will preserve ordering when moved in Test Designer. KB0072098 v0.01
Topics
• Assessments • Forms • Setup
 
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
Topics
• Attendance Tracking
 
Wizard Performance Improvement
Wizards for searching Staff, Client & Referral have been refactored for improved performance.

KB0071762 v0.01
Topics
• Client • Family Cases • Groups • Referral Application • Setup • Staff
 
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
Topics
• Finance
 
Referral Information
"Phone Number Calling From" field will become enabled if "Initial Contact Information" is set to "Phone". KB0071945 v0.01
Topics
• Program Referrals
 
Call Center Follow Up Events
Follow Up events will now attach to Call Center Call.
Topics
• Call Center
 
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.
Topics
• Finance
 
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
Topics
• Calendar
 
Call Center Additional Events
Additional Events only displays events associated with its Call Event. KB0072119 v0.01
Topics
• Call Center
 
Vendor Information Form Now Clears Create Prenotification
"Create Prenotification" checkbox now clears when disabling "Has Direct Deposit". KB0072182 v0.01
Topics
• Finance
 
Scheduling Site
When appointments are scheduled in Scheduling Site and completed in myEvolv, they also show as completed in Scheduling Site. KB0072298 v0.01
Topics
• SchedulingSite
 
Status Fields On Treatment Plans
Status fields on treatment plans will remain when using form code "updateChildComponentColumns". KB0072255 v0.01
Topics
• Forms • Treatment Plans
 
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.
Topics
• Call Center • Event Setup
 
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
Topics
• Calendar • Front Desk
 
Merge Utility and Agency Placement
While using the Merge Utility, the agency placement of the duplicate client can be deleted.
Topics
• Utilities
 
Call Center Event Time Zone
Events within Call Center Calls can be completed in different time zones. KB0072556 v0.01
Topics
• Call Center
 
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
Topics
• Finance
 
NX Routing and Notes To Complete Widget
Notes to Complete Widget will now display events that are routed using NX Routing. KB0072344 v0.01
Topics
• Groups • Routing • Widgets
 
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
Topics
• Service Entry • Utilities • Workflows
 
Billing Processing Following Cancelling Billing Request
If a user cancels a billing request that was picked up for billing, subsequent billing intervals where there are no existing requests will complete as expected. KB0072475 v0.01
Topics
• Finance
 
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.
Topics
• Finance • Reports
 
Billing Run Processing Time
Billing run processing times have been improved.
Topics
• Agency Setup • Finance • Staff
 
Improved Calculate Rate Results
When Calculate Rate processes, the results will tie back to the proper claims in certain specific business cases.
Topics
• Finance
 

myEvolv_NX_11.0.0025_Summary.csv