Critical Information Agency Intake
Client Intakes can be edited from any time zone.
|
Topics
• Client
|
| |
Aging Report
The A/R Account Balances Report has been refactored for Finance NX compatibility.
|
Topics
• Finance
|
| |
CMS 1500 One Claim Per Page
CMS-1500 One Claim Per page output will break pages by claim, regardless of other consolidation settings.
|
Topics
• Finance
|
| |
Service Entry
The sign date, time and approved date will display the time based off the workstation when the server is set up in another timezone.
|
Topics
• Audit Snapshot
• Routing
|
| |
Program Modifier During Re-Admit To Agency
When re-admitting a client to the agency and select a different program than previous enrollment, the "Program Modifier" field will refresh.
|
Topics
• Client
|
| |
Undelete Test/Assessment
Users will be able to undelete test/assessments.
|
Topics
• Assessments
|
| |
Front Desk Calendar - Staff Work Schedules
Front Desk Calendar will honor staff work schedules when the staff is configured for multiple sites on one day (split day).
|
Topics
• Front Desk
• Staff
|
| |
Nested SubForms
Modifying nested SubForms, such as under the "Qualifying Services" section of Payer ("Finance Setup > Payer/Contract/Rates Setup > Payer/Contract/Rates Setup > Payer") is supported.
Users will be able to modify the List Name for existing set of qualifying services.
Users will be able to add a new qualifying service or edit an existing qualifying service.
|
Topics
• SubForm
|
| |
Call Center Event
User defined "Date/Time" field on a call center events will display "Time Zone" label.
|
Topics
• Call Center
|
| |
System setting flag "Use eMAR?"
In Medications, the "Will be used for eMAR" field will be enabled/disabled depending on the "Use eMAR?" field status in system settings.
|
Topics
• Client
• eMAR
• Setup
|
| |
Referring Provider As Attending Provider
When Referring Provider As Attending Provider is checked and physician has "Taxonomy Code", "PRVATPXC" will be output in the 2310A Loop.
|
Topics
• Finance
|
| |
Custom Report - Report Virtual View
The "Test View" result box will display the scroll bar when the number of fields displayed exceeds the width of the result box.
|
Topics
• NX Custom Reporting
• Reports
|
| |
Diagnosis and Place of Service Code for Void Claims
Void Submissions and 837 Output will contain the original claim's diagnosis and place of service code.
|
Topics
• Finance
|
| |
Adjustment Action Resulting In Two Submissions
When an adjustment action is applied and this results in two submissions, the reversing GL entries on the submission to which the adjustment action was applied will be written once.
|
Topics
• Finance
|
| |
User Timeout
After a time out, users will be prompted once to log back in.
|
Topics
• Front Desk
• Calendar
• Login
• Setup
|
| |
Additional Documentation and Follow-Ups
When a user has entered "Additional Documentation" and/or "Follow-Ups" on a call center call and uses "Save & New Call" button to launch a new call, "Additional Documentation" and "Follow-Ups" from previous call will not be visible.
|
Topics
• Call Center
|
| |
Finance Setup -Copying Contracts
The "Copy from existing plan/contract" feature has been refactored for improved performance.
|
Topics
• Finance Setup
|
| |
Authorization Units and Denied Adjustment Claims
When user applies calculate rate on an adjustment claim that was Denied, the system will release the units from the denied submission back to the authorization and the new submission will consume the appropriate number of units.
|
Topics
• Finance
• Widgets
|
| |
Write Off Transactions
Write off transactions can be deleted within the transaction history for open and closed months.
|
Topics
• Finance
|
| |
"CCD" Search
The "CCD" search has been refactored for improved performance.
|
Topics
• CQN/HIE
|
| |
Multi Agency Walk-In Appointments
Programs that span multiple agencies will only display the events configured in the agency being used when using the "Activity" look up table on the "Walk-In" form.
|
Topics
• Agency
• Event Setup
|
| |
Claim Receiver Output
Claim receiver using the "Northeast Parent and Child Society DDS- 1104" selection will generate the custom output.
|
Topics
• Finance
• Finance Setup
|
| |
Opening Forms From Standalone Form Sets
When launching a form from a standalone form set, and then launch a new window from a SubForm on that form, the window will as open as expected. Additionally, when launching a form from a listing within a standalone form set and then selecting a text template for a progress note/memo field, the focus will remain on this form.
|
Topics
• Forms
• SubForm
|
| |
Graphing Capability
Forms that contain graphing has been refactored allowing a better visual representation of client assessment data, making it easier to track client progress over time.
|
Topics
• Forms
|
| |
Waterfall of Claim That Was Previously Re-Submitted to Original Funder
When a claim is originally denied, then rebilled to the same funder, if the funder partially pays the new submission 2, then create a waterfall to a next payer, the system will not include Prior Adjudication information from the Denial in addition to the adjudication of the Partial payment transactions.
|
Topics
• Finance
|
| |
Program Enrollment - End Date
When end-date is not populated on a finalized Treatment Plan or draft event, and when the corresponding program enrollment is closed, the end-date will not be reflected for open events.
|
Topics
• Client
|
| |
Placement Services - Multiple Programs
The program setup functionality has been restructured for outpatient programs. Outpatient programs can be excluded from the overlapping logic and bill for services when the "Services Created for Days of Placement" field is checked.
|
Topics
• Finance
• Agency Setup
• Client
• Reports
|
| |
Claim Submission
Claim Submission update trigger has been refactored for improved performance returning records.
|
Topics
• Finance
|
| |
Printing Test/Assessment
Printing Test/Assessments, regardless of where a SubReport is positioned within the test, is supported.
|
Topics
• Assessments
|
| |
Print Bundle - SubReports
The Print Bundle functionality will include SubReport data when utilizing the print preview or PDF options.
|
Topics
• Reports
|
| |
UB 04 Claim Output
UB 04 outputs will generate one service line as expected when a Payer-Specific-License has been set up for the Program.
|
Topics
• Finance
• Finance Setup
|
| |
Supervisor Taskbar Functionality
The Supervisor taskbar module managing the approval and submission process for services has been refactored for improved performance.
|
Topics
• Supervisor
• Client
|
| |
Recreate To New Payer Action
Recreate To New Payer Action will generate a new claim when you have incorrectly created claim to payer and need to send a new original claim to the correct payer, regardless of "Rate Group Category" or "Service Line Consolidation".
|
Topics
• Finance
• Finance Setup
• Widgets
|
| |
Workflow Scheduler Setup, Rule Type Referral
Triggering Events for Rule Type Referral will display events that are linked to "Event Groups" that are flagged for "Referral".
|
Topics
• Workflows
|
| |
Resolution of Failed CareFabric API Calls Past 11.0.050 Release
Due to .NET Framework changes some of the API Calls were failing on receiver level. This resolution addresses those failures and resolves them.
|
Topics
• Third Party Solution
|
| |
Mobile CareGiver+ Visits
Mobile CareGiver+ Visits inbound messages.
|
Topics
• Third Party Solution
|
| |
ABA Sessions
ABA sessions can be sent to myEvolv in "Draft" status. This will provide users the ability to modify any information as needed to ensure accuracy.
|
Topics
• ABA
• Third Party Solution
|
| |
SCO Millin Encounter
“SCO Millin Encounter" claim output will allow an individual claim to utilize the same service more than once.
|
Topics
• Finance
• Finance Setup
|
| |
My Client Widget
The "My Client" Widget will list Clients for Staff having direct or workgroup access within the Client module.
|
Topics
• Client
• Taskbar
• Program Referrals
• Widgets
|
| |
Parent and Child Events Performance Updates
Events/forms using the "Provider Sites by Program" Look Up table have been refactored for improved performance.
|
Topics
• Client
|
| |
Treatment Plan Performance Updates
Improve performance for Treatment Plan loading when Agency has a large number of domains.
|
Topics
• Client
• Setup
• Treatment Plans
|
| |
Agency Re-Admission
Agency Re-Admission form has been enhanced when utilizing the "My Pending Referral" widget. When performing a readmit via the widget, the users will now be able to select desired "Placement Type".
|
Topics
• Program Referrals
• Widgets
|
| |
KY State Reporting - 837 File
When the "Segment Terminator with CRLF" field is set on the receiver for KY State Reporting, it will add a carriage return + line feed in addition to the segment terminator.
|
Topics
• Finance
• Finance Setup
|
| |
Improved Performance of Action Based Billing Runs
Performance of Action Based Billing runs has been improved.
|
Topics
• Finance
|
| |
Calculate Rate-Billing Runs
Calculate Rate- Billing Runs have been refactored to reduce load and minimize impacts to users while in progress.
|
Topics
• Finance
|
| |
Routing NX and Treatment Plans
Routing NX supports routing Treatment Plans, regardless of whether Audit Snapshot is enabled or not.
|
Topics
• Routing
• Treatment Plans
• Client
• Service Entry
|
| |
Appointments Times on Front Desk Calendar
Enhanced the appointment blocks/scheduled times view on the Front Desk Calendar window when a user resizes the window (minimized or maximized).
|
Topics
• Front Desk
|
| |
Routing NX - Routes With Validate Treatment Plan
Users will be able to route events using routing configuration which includes "Validate Treatment Plan Required Fields" rule.
|
Topics
• Client
• Routing
• Widgets
• Treatment Plans
|
| |
"Keep a print bundle for how many days?" Option In Agency Setup
"Keep a print bundle for how many days?" has been updated to require a value of 1 day or more in Agency Setup.
|
Topics
• Print Bundle
• Client
• Reports
• Agency
• Agency Setup
|
| |
Cost Center and Program Unit Hierarchy On Claims Linked To Foster Home
When billing claims linked to Foster Home, Cost Center will be linked in the following hierarchy:
- Client Program Enrollment
- Payor/License Link on Facility (only when the site providing service is the "Managing Office")
- Facility's direct Program group link
-Managing Office's Program group link
- Rate Link to Service on Contract
When billing claims, Program Unit will be linked in the following hierarchy:
- Client Program Enrollment
- Payor/License Link on Facility (only when the site providing service is the "Managing Office")
- Rate Link to Service on Contract
- Facility's direct Program group link
-Managing Office's Program group link
|
Topics
• Finance
|
| |
837 AR Output
Features have been refactored to create 837 outputs when the agency uses medication administered in Finance Setup.
|
Topics
• Finance
• Finance Setup
|
| |
Workflow Scheduler Setup, Rule Type Foster Home
Workflow Qualifier for rule type Foster Home will save when "Home/Applicant Type" is selected.
|
Topics
• Resource Families
• Workflows
|
| |
Uploaded Image Resizing
When uploading a large image file to a Service Event, image will be resized to be viewable within the preview window.
|
Topics
• Service Entry
|
| |
Resource Family Portal Login Page
The Resource Family Portal will re-direct to the login page once a user has timed out.
|
Topics
• Resource Family Portal
|
| |
Rate Renewal
The Rate Renewal functionality has been updated to include a new "Effective Date" that is the same as an existing start date as active rate histories.
|
Topics
• Finance Setup
|
| |
Period Break Rules for Consolidated Services and Calculate Rate
Calculate Rate, whether performed in-line in AR Management or during Calc-Rate Billing, will honor period break rules for consolidated services on the rate history.
|
Topics
• Finance
|
| |
Drug Library And Medication Order Additions
Drug library entries can be added based off drug descriptions as well as by Micromedex Numbers when a medication order is imported into myEvolv from OrderConnect.
|
Topics
• Inventory - Medications
|
| |
Held Claims
Enhanced efficiency of bulk action based billing runs to filter out released held claims from the output.
|
Topics
• Finance
|
| |
Alerts from Non-Event Based Forms
Sending Alerts from non-event based forms will display the respective hyperlink in the body of the Alert, allowing Alert recipients to launch the respective form.
|
Topics
• Alerts
|
| |
Routing NX Activation
Routing NX activation supports pre-existing routes.
|
Topics
• Routing
• Setup
|
| |
Calculate Rate Performance
Procedures related to "Calculate Rate" have been optimized for faster performance.
|
Topics
• Finance
|
| |
RFP Form Set Members Link to Event Group
Features have been refactored for form set members to link to event group in the tasks page in Resource Family Portal.
|
Topics
• Resource Family Portal
|
| |
Test Questions with Disable Rules and Effective Dates
Forms with test questions that have both a disable rule and dates have been refactored to enhanced for user experience when loading forms.
|
Topics
• Forms
|
| |
Password Reset
Users will receive a password reset via email.
|
Topics
• Agency
• Staff
|
| |
Foster Home Milestones
The Look Up Table for Foster Home Milestones will load "Type of Home".
|
Topics
• Resource Family Portal
|
| |
Patient Statement Reports With Front Desk NX
The Patient Statement Report will display on Front Desk NX when the "Self Pay Statement" menu option is selected.
|
Topics
• Reports
• Finance
• Front Desk
|
| |
Amend Group Services
Amending Group Services honors "Only Lock Group Events at Group Level".
|
Topics
• Client
• Groups
• Agency Setup
• Event Setup
• Service Entry
|
| |
Resource Family Portal
The Resource Family Portal has been restructured to improve operations within client and events.
|
Topics
• Resource Family Portal
|
| |
Improved Performance of Remittance Imports
835 Import Remittance logic has been refactored for improved performance,
|
Topics
• Finance
|
| |
Resource Family Home Placements
Resource Family Home Placement limits task display to those assigned to a family member.
|
Topics
• Resource Family Portal
|
| |
Amending Services From Service Entry or Listings
When amending services from Service Entry or from Listings, we have reduced the number of database calls to optimize performance.
|
Topics
• Client
• Groups
|
| |
Billing Execution Interval
Billing Execution Interval maximum value is capped at 60 minutes.
|
Topics
• Setup
|
| |
Billing Processing Improvements
Billing processing (impacting mirror billing, regular billing and Calculate Rate) related to authorizations has been optimized for improved performance.
|
Topics
• Finance
|
| |
Fast Track by Client
Events selected and created in "Fast Track by Client" will be saved and will appear in "Service Entry".
|
Topics
• Fast Track
|
| |
SubReport - Time Zone
Events containing SubReports of "Next Scheduled Event" will reflect a time when the time zone offset (i.e. servers are in one time zone and their location is in another) is configured.
|
Topics
• Setup
|
| |
Billing Process Step 12 Optimized
Step 12 of the billing process has been optimized for improved performance.
|
Topics
• Finance
|
| |
CCD -Manual Upload
The CCD manual upload functionality has been refactored for improved performance.
|
Topics
• CCD
|
| |
Diagnoses Report
Enhanced the performance of the "Diagnoses Information" report for clients that contain diagnosis data.
|
Topics
• Reports
|
| |
Adding Progress Note to Locked Event
Users will be able to add a note to a locked event from the Actions dropdown in Service Entry screen. The new note will not be locked, and depending on worker role, staff will be able to view/edit/delete the unlocked note.
Additionally, for those agencies that have audit snapshot enabled, if a note is added to a locked note, the new note will not be part of the audit snapshot which was captured at the point the event was locked.
|
Topics
• Service Entry
|
| |
Authorization Alerts Job
The Authorization Alerts job has been optimized for improved performance. This job is run daily in systems where "Create Scheduled Job for Authorization Alerts" has been initiated from "Finance > Utilities > Finance Utilities > Finance Utilities".
|
Topics
• Finance
|
| |
Front Desk Calendar
When a workers schedule is set within multiple facilities on the same day, the search will retrieve appointments across all facilities.
|
Topics
• Front Desk
• Agency
• Staff
|
| |
Remittance Requiring Action Widget
The "Remittance Requiring Action" Widget will display zero dollar remittance amounts.
|
Topics
• Finance
• Widgets
|
| |
Finance Report - "A/R Account Balances"
The report output functionality has been enhanced to exclude converted claims with a zero balance. This will provide a more focused view of all claims helping the user in focusing on the claims that require immediate attention.
|
Topics
• Reports
• Finance
|
| |
Front Desk Calendar - Staff Work Schedule
The Front Desk calendar view has been enhanced to display appointments with time gaps between consecutive appointments. When scheduling appointments, user will see the specific intervals between visits that are set within the staff's work schedule.
|
Topics
• Front Desk
|
| |
TeleHealth Appointment Messages
When TeleHealth appointments are modified, SDK messages will be sent.
|
Topics
• Telehealth
|
| |
CCD Style Sheet
The "CCD Style Sheet" will utilize memory more efficiently. This improves the CCD's upload, export, download and viewing processes.
|
Topics
• CCD
|
| |
