Service Details PEM Tool
The utility "Service Details PEM Tool" is now available under Taskbar > System Maintenance > Application Maintenance > Utilities.
The "Service Details PEM" utility is used to correct the program enrollment modifier (PEM) on billed services. When a service is billable under multiple plans and program enrollment modifier (PEM) is used on one of the rates, if that service is billed and then the PEM is later changed, then service cannot be billed a second time with the updated PEM as the service details are locked with the previous PEM. In this scenario, the "Service Details PEM Too" can be used to update the program enrollment modifier on the billed service details.
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Topics
• Finance
• Utilities
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Calculate Rate And Benefit Assignment Change
Calculate Rate will account for benefit assignment change without having to run a regular billing run.
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Topics
• Finance
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Run Mirror Billing Now in NX
Added new Finance Utilities screen that enables the Mirror Billing Now utility to be run in Finance NX.
Added new Finance Utilities screen (Finance > Utilities > Finance Utilities > Finance Utilities) that enables Mirror Billing Now to be run in Finance NX. Please note that mirror billing should only be run during business hours with coordination across the finance team. Calculate rate and normal billing will need to cease when mirror billing is being run. If this coordination is not done, then the mirror will fail. Access to this utility should be limited to a finance administrator only. Please read more about when mirror billing should be executed via this utility in the Finance Processing User Guide available on the Netsmart Resource Center.
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Topics
• Finance
• Finance Setup
• Utilities
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Data Dictionary Report Parity
Data Dictionary reports now display the primary key icon in both myEvolv NX and myEvolv; adjusting table size/spacing as needed.
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Topics
• Reports
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Billing Processing History Screen
The Billing Processing History screen ("Finance > Claim/Invoice Processing > Batch Listing > Billing Processing History") will display batch once per interval, regardless of whether the batches come from same receiver/request but have different dates.
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Topics
• Finance
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Billing Processing
Refactored "billing transfer step" of billing processing for improved performance when using Qualifying Services.
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Topics
• Finance
• Finance Setup
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HL7 RDE^O11: Create New Medication Events
myEvolv now supports inbound HL7 RDE^O11 messages. The purpose of this message is to record new Medications in myEvolv for prescribed medications originating in a software application external to the Netsmart family.
Inbound HL7 RDE^O11 messages create new Medication records on a matched patient profile. This event appears in the "Medications" menu (Client > Client Information > Health Information > Medications).
The following requirements must be met in order for this to work:
- The patient must have a preexisting myEvolv profile entered.
- The agency must have their Medication/Drug Libraries preconfigured with valid codes (i.e. RXNorm Code).
Agencies must have an HL7 integration effort in place with Netsmart in order to leverage this functionality. These agreements come with hours to assist the agency in configuration and trainings related to myEvolv HL7. Additional documentation on supported segments, data elements, and values therein are provided as part of the effort.
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Topics
• CareConnect
• Forms
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Service Authorizations Reports
Enabling Service Authorization reports for myEvolv NX, matching the functionality in myEvolv.
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Topics
• Reports
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Lab Test Type Look Up Table for LOINC
Enhanced the Lab Test Type look up table for LOINC. KB0071174 v0.01
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Topics
• Setup
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Do Not Bill Utility
New check box within the Do Not Bill Utility.
New check box of "Include Payable Service" is available within the Do Not Bill Utility. When checking off this box, the utility will return non-client/staff payroll services within the results.
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Topics
• Agency Setup
• Finance
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Non-Agency School Look-Up-Table
The Look Up Table within Non-Agency Schools will only display schools that are checked off as "Is Active". KB0069583
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Topics
• Agency
• Reports
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Manual Payroll Invoices
Manual Payroll Invoices are now supported.
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Topics
• Finance
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NX Custom Reporting Report Designer
Additional Properties option is available to the "Report Columns" and "Group By" section. KB0070777
Closing the Additional Properties window under the "Report Columns" and "Group By" section will keep their respective areas expanded. Any information inputted in the Additional Properties window will translate to their respective areas under the "Report Columns" and "Group By" sections.
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Topics
• NX Custom Reporting
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Capitation Report and Resubmit
When capitation is in use and an original claim which has consumed units on the capitation budget is resubmitted using Calculate Rate, then the capitation budget will be reduced by the units consumed by the resubmitted claim and not those from the original submission.
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Topics
• Finance
• Finance Setup
• Reports
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Call Center Amend
Signed Call Center events can be Amended.
Signed call center events will now lock all associated additional forms. Signed call center events can also be Amended. A comment can be added while amending the call center event.
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Topics
• Call Center
• Client
• People Search
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Client Header Location
The clients location will appear in the header when associated with a Community District. KB0070097
The location of the client will appear in the Client Header regardless of whether their address is associated with a community district or not.
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Topics
• Client
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Merge Utility Supports Non-Client Events
Non-client events can be merged using Merge Utility. KB0070118
The Merge Utility will now allow for a non-client, non-referral person and their programs/events to be merged into a "Permanent Person".
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Topics
• Call Center
• Taskbar
• Utilities
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Capturing New Services Using Calculate Rate
When using "Calculate Rate" where a New Service was picked up, that service's event_log record will be flagged as Is Billed.
Using Calculate Rate where a New Service was picked up, that service's event_log record will be flagged as Is Billed and will be included on canned reports as "Is Billed".
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Topics
• Finance
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Honoring "Allow Multiple Logins" field
Only one user login allowed when "Allow Multiple Logins" is unchecked. KB0072840 v0.01
Users with the "Allow Multiple Logins" unchecked can only log into one instance at a time. However, users may log into myEvolv and myEvolv NX at the same time, with the same user.
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Topics
• Agency
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Adding New Race Information Details
Support has been added for allowing end users to create new entries in Race Information Details table located "Setup > System > Table Maintenance - Simple > Tables".
KB0072547 v0.01
After clicking "Add Row" to create the new row, users will be able to complete all desired fields, including "Race Information" using the "Race Table" to link to the desired race.
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Topics
• Setup
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NX Custom Reporting Virtual Views
Process Improvements Made to the Virtual Views Within NX Custom Reporting. KB0070736
Process Improvements Have Been Made Which Will Enable Users to To Modify and/or Delete Virtual Views That Utilize an Apostrophe in the Name.
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Topics
• NX Custom Reporting
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Resubmit to Other/Waterfall When Expected Amount Less Than Amount Paid
When performing "Resubmit to Other/Waterfall" action where the expected amount for the waterfall contract is less than the amount partially paid, if calculate rate is used, then the calculated amount returned will be zero.
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Topics
• Finance
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Outreach Module Super Search Option
Enhanced Select Session within Outreach Module.
KB0070558
Enhanced the display when searching by staff within the Select Session.
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Topics
• Outreach
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Support for Calculate Rate -Billing Now Available
From "Finance > Remittance Processing > Remittance Application > AR Management" screen users now have the ability to apply "Resubmit", "Recreate to New Payer", Resubmit to Other/Waterfall" or "Adjustment/Replacement" action and select "Calculate Rate - Billing" as the Amount Type. Once this action/amount type combination has been saved, these claims will appear when using the "Action Indicated but Not Performed" search parameter. Once a new run of type "Action Based Run" available from "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management" has captured these submissions, the action will be considered performed.
Please read more about this feature in the myEvolv AR Management User Guide available on the Netsmart Resource Center. Please note that "Resubmit to Other/Waterfall" action based runs must be run independently in their own billing interval and not at the same time as another "Resubmit to Other/Waterfall" action based run or any other action based runs for "Resubmit", "Recreate" or "Adjustment/Replacement" action.
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Topics
• Finance
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Patient Statement Performance
Performance of the Patient Statement report has been improved. KB0074034 v0.01
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Topics
• Client
• Finance
• Reports
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NX Custom Reporting Conditional Styles
Report Columns support conditional formatting on columns containing null values. KB0072266 v0.01
For Custom Reports, under Report Columns, conditional formatting on columns containing null values can be created and report can run.
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Topics
• NX Custom Reporting
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Create Manual Invoice
When creating a Manual Invoice, users will have the ability to select a Client, to link it to the invoice. KB0070989
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Topics
• Finance
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UAR Cash Log Updates
Updating the UAR Account on a Cash Log is now supported.
When UAR Account on a Cash Log is changed within an open month, it will cascade to all related JE's on claims remitted.
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Topics
• Finance
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Billing Processing History and SUCCESS status
"Finance > Claim/Invoice Processing > Batch Listing > Billing Processing History" will only display SUCCESS for a billing run that has completed.
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Topics
• Finance
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NX Custom Reporting Paging
"User Paging?" option can be enabled if and when Custom Reports returns zero results. KB0071169 v0.01
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Topics
• NX Custom Reporting
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Renewing Rates Effective Date Field
Renew option for rates now requires Effective Date field. KB0073334 v0.01
Renew option for Billing Rates, Payment Rates, and Payroll Rates now requires Effective Date field. The Effective Date cannot be set to before previous rates date.
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Topics
• Finance Setup
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Activate Treatment Plan Reviews
Review treatment plans have been updated to surpass inactive treatment plan warnings KB0072174 v0.01
Review treatment plans have been updated to surpass inactive treatment plan warnings.
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Topics
• Treatment Plans
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Remittance Import Listing
Should an attempted import of an 835 file fail, then the remittance import listing will not show a blank import header record. KB0073431 v0.01
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Topics
• Finance
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Write Off Action In Posted Month
In AR Management users will have the ability to delete a "Write Off" action that is in a posted month. KB0072907 v0.01
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Topics
• Finance
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CareFabric Receiver
The CareFabric Receiver has been upgraded to .NET 6.0. For self-hosted systems connected to CareFabric, you must have Microsoft .NET Core Runtime 6.0 installed on your web server for CareFabric Receivers, and the CareFabric Receiver must be running on its own application pool.
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Topics
• Immunizations
• myEvolv Anywhere
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Taxonomy Codes
Additional Taxonomy Code Is Now Available.
Taxonomy Code Is Now Available To Be Entered on Applicable Staff Records.
Description: Psychiatry & Neurology - Behavioral Neurology & Neuropsychiatry
Code: 2084B0040X
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Topics
• Agency
• Staff
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Holding Claim for No Primary Diagnosis and Calculate Rate
If a primary diagnosis is entered on the same day as service/placement then the resulting submission will not be held for "No Primary Diagnosis" when performing Calculate Rate.
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Topics
• Finance
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Action/Trans. View "Actions"
Resubmitted claims can be reverted to original state from ATV window.
Resubmitted claims will appear in Actions/Trans. View window under the Actions Type and can be deleted to revert the claim to original state before resubmitting.
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Topics
• Finance
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DD Check Customs Printout
The option to print 0.00 instead of VOID can now be enabled via "Print 0.00 instead of Void" checkbox.
Check VOID layout can be modified via "Finance Setup > General Setup > Miscellaneous Setup Tables > Check Library > Layout Name". The new option "Print 0.00 instead of Void" allows DD Checks to be printed with "0.00" instead of "VOID".
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Topics
• Finance
• Finance Setup
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Automatic Actions For Bulk Calculate Rate
Bulk Calculate Rate can be set as an Automatic Action on Plan Setups in the Default Remittance Actions area.
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Topics
• Finance
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Billing Batches Management Screen
Billing Batches Management Screen will display AR and AP runs regardless of whether there is a custom report selection for the Claims Detail report that includes a special character. KB0073507 v0.01
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Topics
• Finance
• Forms
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Improved Accuracy of Calculate Rate Results for Resubmit and Adjustment
If the action selected is "Resubmit" or "Adjustment", the results will return if any of the following are true:
- The original submission and the result used the same rate header
- The original submission and the result's rate headers both use the same Claim Consolidation Category
- The original submission and the result's rate header both use the same Rate Group Category
If Claim Consolidation Category or Rate Group Category are null on either rate header, then no match will be made on those criteria - they must be explicitly defined on both headers and be the same in order for them to be used to include a result.
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Topics
• Finance
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Modifying Service Dates Tied to Timesheets
Staff users can update the actual date of a service event which results in the service being shifted to a different timesheet.
Within Staff Timesheet, users will be able to update the actual date of a service that results in the service being shifted to a different timesheet, provided a timesheet is not locked and "Create Staff Timesheets (RealTime)" setting is enabled in System settings.
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Topics
• Staff
• Timesheets
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Billing Batches Management - AP
When AP mode is set within Billing Batches Management, it will display Invoices with Claims.
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Topics
• Finance
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Call Center Additional Events
When Hovering Over the Additional Events, It Will Now Display “Additional Events”. KB0073511 v0.01
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Topics
• Call Center
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837D Dental Claims Output
The electronic output for "837D Dental" claims for dental services can be created and downloaded.
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Topics
• Finance
• Service Entry
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NX Custom Reporting Reports Printing
In NX Custom Reporting, reports with "paging" enabled will now print and save as PDFs with all rows shown. KB0073509 v0.01
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Topics
• NX Custom Reporting
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Report Designer Virtual Views Setup
Custom Reports can be saved when navigating between Virtual Views Setup and Report Designer. KB0072903 v0.01
When editing a Custom Report, user can switch to Virtual Views Setup, make changes, switch back to Report Designer and save the report.
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Topics
• NX Custom Reporting
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Workflow Scheduler Setup, Rule type Referral
Workflow Scheduler Setup has been refactored to select Task Events when setting up workflows for referrals.
KB0074263 v0.01
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Topics
• Workflows
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NX Custom Reporting DateTime With Seconds Format
Process Improvements to the DateTime With Seconds Format.
KB0072904 v0.01
The DateTime With Seconds Format Will Now Produce the Seconds Within the Output.
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Topics
• NX Custom Reporting
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On Demand Billing and Walk Ins
When a client is a walk in enrolled via Front Desk, enrolled newly in the agency and receives billable services, and/or Self Pay Sliding eligibility info is added to client the day services are provided, then On Demand Billing will honor the client's current self pay picture.
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Topics
• Finance
• Front Desk
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Improved Performance Within the Client Module
Enhanced user experience when utilizing forms within the client module.
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Topics
• Forms
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Claim Remittance Advice Remarks Codes
Codes have been added to claim remittance advice remarks codes system look-up tables.
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Topics
• Finance
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Actions/Trans. View
Actions/Trans. View is now accessible before selecting remittance check.
Actions and Bulk actions can be deleted via Actions/Trans. View before selecting remittance check. Claims can be filtered by staff, client, action type, and date (only within one week timeframe).
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Topics
• Finance
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Revert Routing Action
Ability to revert begin route action on Cancel from Route modal. KB0073305 v0.01
After saving routing event with multiple routes, and when in the Routing Window, user is able to cancel the action and return to original state where multiple routing actions are available.
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Topics
• Client
• Routing
• Service Entry
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Bulk Calculate Rate to Set Original Submission Balance to 0
The system will set the balance of claims that are marked for "Calculate Rate - Billing" rate to 0. Additionally, the AR Management screen will allow the "Action Indicated but Not Performed" checkbox to search for claims with a 0 balance
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Topics
• Finance
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Bulk Action Based Billing Runs Will Honor Hold Claim Reaons
When running a bulk action-based billing run, if the claim/submission does not meet the hold criteria then it will be held.
Held claims can have "Release and Submit" action applied provided the batch is not yet marked sent. Once the batch has been marked sent then users can apply "Release and Delete" action. Once this has been applied and the reason for hold has been resolved then the claim will be captured in the next action based billing run that is done with matching criteria.
Please read more about this feature in the myEvolv AR Management User Guide available on the Netsmart Resource Center.
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Topics
• Finance
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Rate Group Category Field Introduced on Rate Header
A new field, "Rate Group Category" is now available on the below rate header forms. A new look up table (LUT) is now available under "Finance Setup > General Setup > Rates Setup Tables > Rate Group Category" for agencies to create their new rate group categories to link rates together.
- Billing Rate Header - Placement
- Billing Rate Header - A/M
- Billing Rate Header - Attendance
- Billing Rate Header - E/M
- Billing Rate Header - Immunization
- Billing Rate Header - Incident
- Billing Rate Header - Medication
- Billing Rate Header - Services
The purpose of the "Rate Group Category" field on rate headers is to relate rate headers that would otherwise not be considered related when performing Calculate Rate. The Calculate Rate process will return results where billing rate headers linked to services are different, but where those rate headers share the same rate group category. Rate headers with blank rate group category are considered unique so this need only be populated for those rate headers that need to be related. Please review the "AR Management User Guide" for more information on when rate group category should be populated.
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Topics
• Finance Setup
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Bulk Calculate Rate to Create Submission(s) With Next Available Submission Number
When using Resubmit action with Calculate Rate - Billing, the Bulk Calculate Rate action based run will produce the expected claims submissions with the next available submission number.
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Topics
• Finance
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New Action "Recreate to New Payer" Available in AR Management
A new action, "Recreate to New Payer" is now available in AR Management.
"Recreate to New Payer" action should be used when you have incorrectly created claim to payer and need to send a new original claim to the correct payer. When selecting "Recreate to New Payer" you will not be able to select the original benefit assignment billed.
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Topics
• Finance
• Finance Setup
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Resubmit to Other Action Now for Waterfall Only
The action formerly named "Resubmit to Other" has been modified to "Resubmit to Other/Waterfall" and can now only be used to waterfall services to the next payer.
When action "Resubmit to Other/Waterfall" is selected then the benefits assignments dropdown in AR Management will only show benefit assignments that have higher billing sequence than the benefit assignment used to bill the current submission (i.e. previous billing sequence < new billing sequence) OR be self-pay. When using the "Resubmit to Other/Waterfall" action, the result will only include those services originally billed.
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Topics
• Finance
• Finance Setup
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Patient Statements
Patient Statements will include "Street Address 2".
If there is a "Street Address 2" present on the clients demographics, it will print on the patient statements.
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Topics
• Finance
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Calculate Rate In AR Management
AR Management supports saving of multiple claims with "Calculate Rate" at once.
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Topics
• Finance
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HL7 RDS^O13: Create New Medication Admin Events
myEvolv now supports inbound HL7 RDS^O13 messages. The purpose of this message is to record Administered Medication instances in myEvolv when a medication is administered in a software application external to the Netsmart family.
Inbound HL7 RDS^O13 messages create new Medication Administration (External) records on a matched patient profile. This event appears in the "Medication Administration" menu (Client > Client Information > Health Information > Medication Administration).
The following requirements must be met in order for this to work:
- The patient must have a preexisting myEvolv profile entered.
- The patient must have a preexisting myEvolv medication record entered.
Agencies must have an HL7 integration effort in place with Netsmart in order to leverage this functionality. These agreements come with hours to assist the agency in configuration and trainings related to myEvolv HL7. Additional documentation on supported segments, data elements, and values therein are provided as part of the effort.
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Topics
• Forms
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Merge Utility Prevents Staff Selection
Staff profiles are excluded from deletion via the Merge Utility.
The Merge Utility has been updated so that if people record is linked to a staff profile, this person cannot be selected as duplicate or permanent person. Please note that this will include those clients that have been set up as portal users as they will have a staff profile.
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Topics
• Call Center
• Staff
• Taskbar
• Utilities
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Reprocessing Failed Billing Batches
After reprocessing failed batches, claims are regenerated.
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Topics
• Finance
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Staff Notifications
Notifications have been updated for better performance.
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Topics
• Alerts
• Client
• Finance
• Front Desk
• Routing
• Service Entry
• Taskbar
• Widgets
• Workgroup
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Deleting Payroll Runs
When a payroll run is deleted, subsequent payroll runs will process to completion. KB0072883 v0.01
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Topics
• Finance
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Recurring Billings
Recurring billing jobs will run to completion regardless of whether the runs break invoice batch logs by each period. KB0072880 v0.01
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Topics
• Finance
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New eSignature Status Look Up Table
New eSignature Status Look Up Table Is Now Available.
A New Table for eSignature Status Has Been Defined To Hold Different Statuses for an eSignature Record.
The New Table Is Called Esig_status, Which Contains the Following Descriptions:
Approved
Expired
Pending
Rescinded
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Topics
• Agency Setup
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eSignature Enabled for Events
An eSignature SubForm has been added to the Agency Information.
Agency Information now contains the ability to select "Events Enabled for eSignature".
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Topics
• Agency Setup
• SubForm
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eSignature Request Form
New form has been created to request eSignatures for Clients.
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Topics
• myHealthPointe
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Import Forms
Import Forms support importing new form lines that depend on themselves.
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Topics
• Forms
• Setup
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System Events
System-provided event definitions will be excluded from deletion.
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Topics
• Event Setup
• Setup
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Improved Billing Performance
Billing Performance processing times have been improved. KB0073510 v0.01
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Topics
• Finance
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Copy Rate For Rate Group Category
Copying rates now support "Rate Group Category"
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Topics
• Finance
• Finance Setup
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Use Distinct Events
A tool tip has been added to the "Use Distinct Events" field.
A tool tip has been added to the "Use Distinct Events" field within the Finance Qualifying Services setup.
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Topics
• Finance Setup
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Modifications to Action Based Run Form To Support Bulk Calculate Rate
The "Billing Request Action Based Run" form launched from Billing Batches Management screen supports Bulk Calculate Rate.
The following form changes are now available:
- Action Type field is now required
- The "Action Based Run - Claim Action Types" Look Up Table displays the following options:
--Adjustment/Replacement
--Recreate to New Payer
--Resubmit
--Resubmit to Other/Waterfall
- the appropriate receivers/claims with action applied/not performed are visible based on action selected
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Topics
• Finance
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Clear Answer on Copy for Test/Assessment
All Test/Assessment Question Types Now Have Option “Clear Answer on Copy”.
All Test/Assessment Question Types Now Have Option “Clear Answer on Copy”. When This Setting Is Checked, if the Test/Assessment Is Copied, These Questions Will Be Cleared.
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Topics
• Assessments
• Forms
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User Defined Assessments Questions and Answers
Questions and Answers are now modifiable on a User Defined Assessment in use.
Questions and Answers now have effective dates, so that the Questions/Answers can be set to only be used for a certain period of time. Questions/Answers are also now modifiable on a User Defined Assessment in use.
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Topics
• Assessments
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Self Pay Plan ID Field
The Plan ID field is supported on Self Pay Plan/Contracts.
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Topics
• Finance Setup
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Minimize Calls Opened From Call Center Listing
Minimized calls opened from the Call Center listing rather from the Unsaved Calls area will be removed from the Unsaved Calls area when saved. KB0073780 v0.01
If a minimized call is opened from the Call Center listing rather from the Unsaved Calls area, when the call is saved it will be removed from the Unsaved Calls area. Signed calls will no longer have Delete and Minimize buttons.
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Topics
• Call Center
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Save as Draft for ABA Sessions
ABA has been refactored to save sessions as a draft.
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Topics
• Client
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NIAM User Timeout
NIAM users can log in following a timeout. KB0073429 v0.01
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Topics
• Login
• Setup
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Improved Performance for Viewing Billing Authorizations
Improved performance when viewing authorizations for a client from "Client > Client Information > Billing Authorization > Information". KB0073707 v0.01
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Topics
• Finance
• Widgets
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277 Import Rejected Status
The 277 Rejected status is now honored in AR Management and Remittance Report.
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Topics
• Finance
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Program Referrals - Remarks
Referral Status Remarks on new Program Referrals is supported. KB0074386 v0.01
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Topics
• Program Referrals
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835 Remittance Import
Agencies will be able to import 835 files that contain multiple payments for the same service line in the same file. KB0073508 v0.01
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Topics
• Finance
• Finance Setup
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Improvements To Front Desk Appointment Client Search
If a Workgroup Is Populated Upon Appointment Creation, the Appointments Will Now Be Visible Within the Client Search Pane.
During the Creation of an Appointment, if the User Populates Just a Workgroup Without Entering the Staff Responsible, the Appointment Will Now Be Visible Within the Client Search Pane.
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Topics
• Front Desk
• Workgroup
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Program Discharge/Close Date
Claims will include the program discharge/close date in the 837 output file when billing claim frequency 4 Interim – Last Claim and setting
"Output Discharge Date as Statement To Date" is enabled. KB0073560 v0.01
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Topics
• Finance
• Finance Setup
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Multiple Qualifying Services Lists Linked to Same Rate
Support has been added for multiple QS lists linked to the same rate.
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Topics
• Finance
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Enable Rsource Family Portal
"Enable Resource Family Portal" checkbox is now available for agencies to enable access to Resource Family Portal.
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Topics
• Resource Family Portal
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Performance Improvements for Eligibility (271) Imports
Performance on the "Finance > Imports/Exports > Imports > Eligibility (271) Imports" listing has been improved.
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Topics
• Finance
• Finance Setup
• Reports
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Resource Families Portal Access
Portal Access FormSet Member Is Available.
Portal Access is available within the Resource Families Module for members.
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Topics
• Resource Families
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Resource Families Portal Access
Verbiage Modification Made to Field Within the Resource Families Module.
The Field “Resource Parent Activated Portal?” Verbiage Has Been Modified to Now Reflect “Has Activated Portal Access?”.
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Topics
• Resource Families
• Resource Family Portal
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Resource Family Portal
Resource Family Portal activation email.
If the Resource Family portal email is setup on a member, an activation email will be sent.
The activation email will consist of agency logo, temporary password and expiration time.
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Topics
• Resource Family Portal
• Setup
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Merge Utility
Treatment plan details for duplicate person will be merged to permanent person.
After treatment plan details for duplicate person is merged to permanent person, duplicate person can be deleted.
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Topics
• Treatment Plans
• Utilities
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Merge Utility
Restriction facility for duplicate person will be merged to permanent person. KB0073938 v0.01
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Topics
• Utilities
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Mirror Billing Performance Optimization
The overnight mirror billing process has been refactored for optimized performance.
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Topics
• Client
• Finance
• Finance Setup
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Billing Run Performance
The Placement Disruption Phase of the Billing Job has been refactored for improved performance.
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Topics
• Finance
• Finance Setup
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Performance Improvements for Workflows
Workflow procedures have been refactored for improved performance resulting in shorter run times for the "Daily Ticket Alerts" job that should run overnight for agencies utilizing workflows.
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Topics
• Workflows
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ClientUpdated Messages
CareFabric ClientUpdated messages have been refactored for improved performance when using Education Levels.
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Topics
• CareConnect
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Workgroup Assignment
Workgroups that are end-dated for a Client Program no longer appear in workers "My Clients" Widget.
When a workgroup or worker role is end-dated for a client's program, and the worker is not linked to the client via workgroup/worker assignment, then that client will no longer appear in the "My Clients" widget for that worker.
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Topics
• Client
• Taskbar
• Widgets
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Enrollment Form "Service Facility" Look Up Table "Available" Clients
The method to calculate the "Available" client counts on the "Provider Sites by Program Vacancy" look up table has been optimized. This is accessed from the "Service Facility" look up table.
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Topics
• Client
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Waterfall Claims
When performing waterfall, system will exclude services that are billable to the secondary payer but were NOT part of the original claim. KB0073781 v0.01
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Topics
• Finance
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Payroll Invoices
Payroll Invoices will generate after the claims for the services used in creating Payroll have been created. KB0073772 v0.01
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Topics
• Finance
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CareFabric Diagnosis Message Optimization
Improved performance Of CareFabric Client calls that contain diagnosis information when adding a diagnosis to the diagnosis Form, or when using the diagnosis SubForm when generating a B2E event.
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Topics
• Client
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Login Security Performance
Login security has been refactored for improved performance.
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Topics
• Client
• Workgroup
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NIAM User Timeout
Improved Users Performance Following Time Out.
KB0073671 v0.01
Improved Users Performance When Logging Back in Following Time Out.
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Topics
• Login
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Staff Signatures on Printed Events
Display 'Electronically Signed' on Printed events when no staff signature is on file.
New features has been added that will show a service was 'Electronically Signed', when a staff member does not have a signature on file in Staff Profiles with Security>Staff Credentials History Sub-form
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Topics
• Client
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My Tasks Widget Performance
“My Tasks” widget only displays workgroup events scheduled for the workgroup's enrolled staff.
“My Tasks” widget only displays workgroup events scheduled for its enrolled staff. Events scheduled in the past will not appear in “My Tasks” widget.
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Topics
• Widgets
• Workgroup
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Finance Processing History
Finance Processing History has been improved for performance. Finance Processing History will automatically update the billing status.
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Topics
• Finance
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ASC X12N 837 Professional Claims Output
837 output: claims will suppress the supervising provider when same as rendering provider. KB0073969 v0.01
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Topics
• Finance
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Lab Results Including Duplicate LOINC Codes and OrderConnect Integration
The flow of medications and lab results form OrderConnect to myEvolv will continue even if lab results contain duplicate LOINC codes. KB0073902 v0.01
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Topics
• OrderConnect
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Lab Results Including LOINC and OrderConnect Integration
The flow of medications and lab results form OrderConnect to myEvolv supports lab results containing 50 character long LOINC codes. KB0073958 v0.01
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Topics
• CareConnect
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Billing Requests
Refactored Finance Transfer/Save Results step of billing processing for improved performance.
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Topics
• Finance
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Calculate Rate - Billing Not Available in Line Mode
When working claims in "Line" mode in "Finance > Remittance Processing > Remittance Application > AR Management", you will not be able to perform Calculate Rate - Billing bulk actions.
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Topics
• Finance
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Claims in Voided/Rejected Status Cannot Be Waterfalled.
When a claim is in voided/rejected status then the option for "Resubmit to Other/Waterfall" will not be available.
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Topics
• Finance
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Bells.ai Note Entry Has The Ability to Use myEvolv Basic Routing
Basic Routing in myEvolv is supported for note entry in Bells.ai
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Topics
• Routing
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Scanning
Scanning supports DeviceHub 2.0.6.0. KB0074002 v0.01
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Topics
• Forms
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UDF Assessment with Multiple Answers
User-defined assessments with a multiple answer question can now be deleted. KB0074035 v0.01
Questions that have multiple answers in a UDF assessment can now be deleted. User-defined assessments with questions that have multiple answers can now be deleted.
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Topics
• Assessments
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Staff Facility Select Functionality
Finance Widgets and Cash Drawer report now Support the Staff Facility Select Functionality.
Finance Widgets can be filtered by the facility selected upon login.
If a staff logs in for a specific facility, the Finance Widgets, and Cash Drawer report will be filtered for the facility the staff has chosen upon log in.
This will be for the Finance Widgets indicated below:
Batches Not Sent
Batches With No Response
Batches Requiring Action
Remittances Requiring Action
Open Remittance
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Topics
• Finance
• Reports
• Staff
• Widgets
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Recreate to New Payer Action and Authorization Units
When a claim that has utilized authorization units has new action "Recreate to New Payer" applied and performed, the units consumed by this claim will be returned to the authorization. This can be seen on the Authorization report found at "Reports > Clients > Services & Treatment > Authorizations" and on the service details of the authorization found at "Client > Client Information > Billing Authorization > Service Details".
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Topics
• Finance
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Billing Batches Management and Billing History Screen Performance Improvements
When a billing run is initiated, the Billing Batches Management Screen and Billing Processing History screens will refresh once per user that is currently logged in to that screen.
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Topics
• Finance
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"My Tasks Not Checked In" Widget
Checked In clients will now be automatically removed from the "My Tasks Not Checked In" Widget.
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Topics
• Front Desk
• Taskbar
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Milieu Event Treatment Objectives
Milieu Event form saves when selecting Treatment Objectives and entering a Goal.
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Topics
• Treatment Plans
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eSignature Consent
eSignature has added a Consent checkbox for MyHealthPointe.
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Topics
• Client
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