Treatment Plan - Print Form with Attached Assessments
Treatment Plans can be printed with Assessments attached. KB0070964
Value Added: Improved user experience by allowing linked Assessments to print along with the associated Treatment Plan.
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Topics
• Client
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Staff Import API
Staff Import API supports uploading a Staff Import Template when staff is assigned to multiple Workgroups. KB0072125 v0.01
Value Added: Importing files containing staff with multiple workgroups is supported.
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Topics
• Staff
• Taskbar
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Recurring Workflow Triggers Honor Future- and Past-Dated Program Triggers
Recurring workflow event triggers should no longer focus on the program enrollment dates and windows, but rather on finding the most recent "trigger" and fire from that trigger based on the workflow rules. This allows recurring workflows to more accurate schedule events in backdated and/or future-dated program enrollment scenarios, where the "triggered" schedule event falls outside of those enrollment windows (either before or after).
Value Added: Added ability for recurring workflow triggers to find the latest trigger and fire from that trigger; this as a result ignores Program Enrollment Windows as a limiter and allows recurring workflows to more accurately fire in all scenarios.
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Topics
• Client
• Service Entry
• Workflows
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AR Management and Resubmit
The list of available Benefit Assignments to select on AR Management screen when performing resubmit has been modified so that Benefit Assignments that were started in the middle of the claim in question will be included.
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Topics
• Finance
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Launch New Page from My Resources in Resource Family Portal
Features have been added to launch new page from "My Resources" in "Resource Family Portal".
Value Added: Users have the ability to open links on My Resources page on a new tab in Resource Family Portal.
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Topics
• Resource Family Portal
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Launch-Pad Categories for Resource Family Portal
Launch-Pad Setup now supports adding Categories for the Resource Family Portal.
Value Added: Users have the ability to create Launch-Pad categories for Resource Family Portal.
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Topics
• Resource Family Portal
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Billing Invoice - "UMFS Custom Calendar Invoice V2"
New alterations have been made to the "UMFS Custom Calendar Invoice V2".
Value Added: The "UMFS - Custom Calendar Invoice V2" claim output formats have been refactored.
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Topics
• Finance Setup
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Staff Import API V2
Importing existing staff record will update existing staff record based on changes made in the import file.
Value Added: Users can update staff profiles by importing an updated staff file.
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Topics
• Agency
• Setup
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Bells.AI Groups
Bells.AI Groups will be created from Group Units.
Value Added: Groups created in myEvolv are supported in Bells.AI.
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Topics
• Groups
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Routine Monitoring (Previously Known as BHM)
Routine Monitoring, previously known as Behavioral Health Monitoring, is now available in myEvolv NX with enhanced features.
Value Added: BHM (Behavioral Health Monitoring) functionality is moved to NX with enhancements that allow for agencies to implement routine data collection.
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Topics
• Agency Setup
• Behavioral Health Monitoring
• Client
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Flight Recorder and SubForms
Flight Recorder will allow users to view all actions taken in SubForms, including deletes.
Value Added: Improved user experience by expanding Flight Recorder coverage to SubForms.
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Topics
• SubForm
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Front Desk Calendar
Front Desk Calendar menu options support expanding/collapsing the left pane; increasing view of the Calendar.
Value Added: Users will experience greater visibility in Front Desk Calendar by having the ability to expand/collapse the left menu option.
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Topics
• Front Desk
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Incident Module "Draft Service Option"
Enhancement to Incident Events within the Incident Module to support “Draft Service Option”.
Value Added: Functionality grants agencies a wider range of control over their approach to Incident.
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Topics
• Incidents
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NY Medicaid FIPS Billing with 837i Output
Finance NX supports NY Medicaid FIPS billing with 837i output. Please read more about NY Medicaid FIPS billing setups on the Netsmart Resource Center.
Value Added: New York Agencies will now be able to submit a valid claim to New York Medicaid or Managed Care Organizations.
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Topics
• Finance
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NY Medicaid FIPS Billing with UB04 Output
Finance NX supports NY Medicaid FIPS billing with UB04 output. Please read more about NY Medicaid FIPS billing setups on the Netsmart Resource Center.
Value Added: New York Agencies will now be able to submit a valid claim to New York Medicaid or Managed Care Organizations.
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Topics
• Finance
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SubReport and Event SubForm Loading
SubReports will load data as user scrolls to them.
Value Added: User experiences decreased response time when loading large forms.
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Topics
• Client
• Setup
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EHI Export Report - "Bulk Print Bundle"
The "Bulk Print Bundle" is available within the EHI Exports.
Value Added: The "Bulk Print Bundle" option is available within the EHI Export reports.
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Topics
• Agency Setup
• Reports
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Referral 360X
Integration with Referral 360X enables seamless Referral Management between providers using different EHRs.
New functionality for this feature supports receiving and tracking results of a referral request into myEvolv via Care Connect Inbox.
Value Added: Users will be able to track initial results of an incoming referral.
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Topics
• CCD
• Client
• myHealthPointe
• Referral Application
• Setup
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Billed Services Alerts
If a billed service is modified, users within the Finance Notification Workgroup will receive Alert notifications. Within these notifications, the user will be able to launch the AR Management screen with pre-filled parameters.
Value Added: Users receiving Billed Services alerts can to launch out to the AR Management screen.
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Topics
• Alerts
• Finance
• Workgroup
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My Resource Widget in Resource Family Portal
Features have been added to include functionality to the "My Resources" tab in "Resource Family Portal".
Value Added: User has the ability to view launch-pad resources in "Resource Family Portal".
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Topics
• Resource Family Portal
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Navigation Access to myHealthPointe
Features have been added to navigate to myHealthPointe through NIAM credentials.
Value Added: Users have access to myHealthPointe using NIAM credentials.
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Topics
• myHealthPointe
• NIAM
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Action Reason can be added to Claim Actions when entering actions in Bulk
When applying a Bulk Action to multiple claims, users can now also indicate an Action Reason code that will apply to all actions saved in the bulk action process.
Value Added: Improved user experience by streamlining ability to apply action reason in bulk.
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Topics
• Finance
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Bells.AI Group Notes
Group Notes created/completed in Bells.AI will send to myEvolv.
Value Added: Users can now complete group events in Bells.AI.
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Topics
• Service Entry
• Workgroup
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Billing Program Now Supports "Is Community Residence OMH Rate?" Setting
The billing program now supports "Is Community Residence OMH Rate?".
Value Added: Billing program now support creation of valid claims based on the business rules defined by New York State without manual intervention.
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Topics
• Finance
• Finance Setup
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Billing Program Now Supports "Output NY OMH Date Rule"
The billing program now supports the "Output NY OMH Date Rule".
Value Added: The billing program now supports creation of valid claims based on the business rules defined by New York State without manual intervention.
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Topics
• Finance
• Finance Setup
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Billing Program Now Supports "Discharge Reason for Output" Setting
The billing program now supports the "Discharge Reason for Output" setting.
Value Added: Billing program now supports creation of valid claims based on the business rules defined by New York State without manual intervention.
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Topics
• Finance
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New Settings on Placement Based NX Rate History
Three new settings have been added to the Placement Based NX Rate History form that will drive new functionality.
Value Added: New settings will allow New York agencies to create valid claims based on the business rules defined by New York State.
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Topics
• Finance Setup
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SUS Millin Output Updates
The SUS Millin output has been updated to take into consideration the 2nd Half Month Rate code and the Output Date rule for OPWDD.
Value Added: SUS Millin output will now support valid claims based on the business rules defined by New York State.
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Topics
• Finance
• Finance Setup
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837 “Output Modifiers in Order”
Enabling “Output Modifiers in Order” will order Modifiers based on alphabetic then numeric order on the 837 output.
Value Added: Users can order Rate Modifiers based on alphabetic and numeric or based on order entered in setup.
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Topics
• Finance
• Finance Setup
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History on Amended Events
The SubReport history of amendments made to an event will display the Amended Reason for each occurrence.
Value Added: Users will be able to view amendment history with distinct Amendment Reasons.
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Topics
• Agency Setup
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Cost Center and Program Unit Linked to Claims Hierarchy
When billing claims, Cost Center will be linked in the following hierarchy:
- Client Program Enrollment
- Payor/License Link on Facility
- Facility-Program 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
- Rate Link to Service on Contract
- Facility-Program link
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Topics
• Client
• Finance
• Finance Setup
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Nexus – Invoice for Educational Services
When generating the "Nexus – Invoice for Educational Services", the "Days" sections will match the "Unit" value from Service Line 1 from the claim.
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Topics
• Finance
• Finance Setup
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Finance Members Info
Formset A/R REPORTING 2.0 will preserve user-created formset members upon upgrade.
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Topics
• Finance
• Setup
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Audit Snapshot
Audit Snapshot has been refactored to improve performance.
Value Added: Audit Snapshot has been refactored to improve performance and server latency.
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Topics
• Audit Snapshot
• Client
• Forms
• Service Entry
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Reports - Secondary Server
If an Agency is configured with a secondary server, report output will be prioritized on that server.
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Topics
• Reports
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Utilization of “Excel” Output for Canned Reports – Secondary Server
Standard canned report will run on secondary server (if available) when the user opts for the "Excel" output.
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Topics
• Reports
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Background Tasks
Background Tasks have been refactored for improved performance.
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Topics
• Client
• Setup
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Inbound Messages Configured For Payload "V2"
The Epic and Orchard messages have been configured to work with payload "V2".
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Topics
• CareConnect
• Third Party Solution
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Held Claims and Action Based Runs
When an action based run has held claims:
-If the Batch linked to the held submissions is Sent, then the Actions menu will show "Release and Delete" and "Release and Write Off" options.
-If the Batch linked to the held submissions is NOT SENT, then the Actions menu will show "Release and Submit" option.
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Topics
• Finance
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VRS/Private Pay Claim Output
A new unique claim-based invoice output with custom layout and logic is now available. This new output is named "VRS/Private Pay Claim Output" and can be linked to applicable claim receivers and used to output a physical printout containing the appropriate claim information and details.
Value Added: Improved user experience by adding support for custom invoice output.
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Topics
• Finance
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Mirror Billing
Mirror billing performance is optimized by new indexing.
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Topics
• Finance
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Nexus – Invoice for Educational Services
When generating the "Nexus – Invoice for Educational Services", the "Days" sections will match the "Unit" value from Service Line 1 from the claim.
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Topics
• Finance
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Batch Letters
Letters can be sent to Clients in large batches.
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Topics
• Taskbar
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Workflow Scheduling
Workflow scheduling has been refactored to use a program's recent primary worker for enrollment discharge configurations. KB0072181 v0.01
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Topics
• Workflows
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Facility Providing Service Will Reflect Active Agency Program Service Links
When entering the "Facility Providing Service", sites that no longer have an active Agency Program Service Link will be excluded. KB0070448
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Topics
• Agency Setup
• Service Entry
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Claim Details Report
Claim Details Report "All Claims" can be filtered by Claim Status. KB0070325
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Topics
• Finance
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Reports for Client Problems/Needs
Features have been refactored for better organization in Client Reports specified in Problems/Needs. KB0071906 v0.01
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Topics
• Reports
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Critical Information Agency Intake
Client Intakes can be edited from any time zone. KB0070639
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Topics
• Client
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Electronic Visit Verification - "SendTelephonyPatient" Message
The "SendTelephonyPatient" message will be available for use by third-party Electronic Visit Verification (EVV) vendors. KB0075193 v0.01
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Topics
• Third Party Solution
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BedBoard
The enable flag allows the BedBoard CareFabric messages to be turned off if not needed.
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Topics
• BedBoard
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MyEvolv Anywhere Visits
Visits scheduled in MyEvolv Anywhere will display in myEvolv.
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Topics
• myEvolv Anywhere
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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. KB0075323 v0.01
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Topics
• Audit Snapshot
• Routing
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Billing Events With Null Duration
The Billing Program will exclude services where the duration was inadvertently null (not 0). KB0071885
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Topics
• Finance
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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. KB0075543 v0.01
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Topics
• Client
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Combine to Calculate Waterfalls Multiple Claims as Single Claim
Multiple claims (on a single day) can now be resubmitted to the next payer/waterfalls as a consolidated claim. KB0073778 v0.01
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Topics
• Finance
• Finance Setup
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Call Center Event
User defined "Date/Time" field on a call center events will display "Time Zone" label.
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Topics
• Call Center
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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. KB0075460 v0.01
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Topics
• Client
• eMAR
• Setup
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Reports - "Application Progress Notes"
The "Applicant Progress Notes" Report output has been refactored to exclude other Agencies in Multi-Agency systems. KB0073307 v0.01
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Topics
• Reports
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"Referrals Assigned to Workgroup" Widget
The "Referral Assigned to Workgroup" widget will only display the "Pending" and "Accepted" values. All other values and referrals that become enrolled will not be displayed on this widget. KB0075229 v0.01
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Topics
• Widgets
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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. KB0073568 v0.01
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Topics
• Finance
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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. KB0074372 v0.01
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Topics
• NX Custom Reporting
• Reports
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User Timeout
After a time out, users will be prompted once to log back in. KB0074796 v0.01
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Topics
• Calendar
• Front Desk
• Login
• Setup
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Recurring Staff Appointments
Recurring appointments for staff will be capped at a two year limit.
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Topics
• Agency
• Front Desk
• Staff
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Finance Setup -Copying Contracts
The "Copy from existing plan/contract" feature has been refactored for improved performance.
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Topics
• Finance Setup
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Applicant Option in the Family Search
Features have been refactored to select Families that include/exclude Applicants in the family search of Resource Families. KB0074333 v0.01
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Topics
• Resource Family Portal
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"CCD" Search
The "CCD" search has been refactored for improved performance.
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Topics
• CQN/HIE
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Save as Draft Functionality
When a service event is configured with the "Draft Service Option", incomplete required fields will be checked on SubForms. KB0075313 v0.01
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Topics
• SubForm
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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.
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Topics
• Agency
• Event Setup
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Claim Receiver Output
Claim receiver using the "Northeast Parent and Child Society DDS- 1104" selection will generate the custom output. KB0074975 v0.01
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Topics
• Finance
• Finance Setup
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Merge Utility
Merging supports duplicate clients with multiple "Referral Records". KB0075098 v0.01
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Topics
• Program Referrals
• Utilities
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Applicant Members Info
Formset APPL_MEMB_INFO will preserve user-created formset members upon upgrade. KB0075463 v0.01
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Topics
• Agency Setup
• Setup
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Respite Placement Disruptions and Respite Enrollments
When a respite placement disruption is still open at the point an agency upgrades, then the link between the placement disruption and the corresponding respite enrollment will be maintained. When the respite disruption is ended, then the respite enrollment will be ended.
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Topics
• Client
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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. KB0075334 v0.01
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Topics
• Forms
• SubForm
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Attendance Billing for Agencies Using State Reporting
Attendance-based services for agencies using State Reporting with the "Extracts Only Payer" field has been refactored for "Excused Absence". KB0075435 v0.01
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Topics
• Finance
• Finance Setup
• State Reporting
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Self-Pay Summary All Checks Received SubReport
All Checks Received SubReport will display checks that are linked by client name. KB0075423 v0.01
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Topics
• Client
• Finance
• SubReports
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Claim Submission
Claim Submission update trigger has been refactored for improved performance returning records.
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Topics
• Finance
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Printing Test/Assessment
Printing Test/Assessments, regardless of where a SubReport is positioned within the test, is supported. KB0075332 v0.01
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Topics
• Assessments
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CCD Viewing
The "CCD Styling Sheet" which is used in the viewing of the various "Actions" of CCD's has been updated for visual formatting and to support the latest standards.
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Topics
• CCD
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837 Output
The 837 output will generate whether or not check box "Use Submitter Address" is not checked.
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Topics
• Finance
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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. KB0075377 v0.01
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Topics
• Finance
• Finance Setup
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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".
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Topics
• Workflows
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Mobile CareGiver+ Visits
Mobile CareGiver+ Visits inbound messages.
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Topics
• Third Party Solution
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SCO Millin Encounter
“SCO Millin Encounter" claim output will allow an individual claim to utilize the same service more than once. KB0075457 v0.01
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Topics
• Finance
• Finance Setup
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Payroll Requests
Refactored the form attached to payroll requests that contain a "Service Facility Set".
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Topics
• Finance
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My Client Widget
The "My Client" Widget will list Clients for Staff having direct or workgroup access within the Client module. KB0075469 v0.01
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Topics
• Client
• Program Referrals
• Taskbar
• Widgets
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Billing Request Action Based Run
Creating Billing Request Action Based Runs has been refactored for improved performance.
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Topics
• Finance
• Finance Setup
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Parent and Child Events Performance Updates
Events/forms using the "Provider Sites by Program" Look Up table have been refactored for improved performance.
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Topics
• Client
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Treatment Plan Performance Updates
Improve performance for Treatment Plan loading when Agency has a large number of domains.
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Topics
• Client
• Setup
• Treatment Plans
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Sending Goals
Bells. AI Notes containing "Goals" will be sent from Bells.AI to myEvolv.
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Topics
• Service Entry
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Look Up Table Search Values
Look up tables configured in myEvolv using the "event_agency_id" and "Depends On Other" field with values will display the data in Bells.AI.
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Topics
• Event Setup
• Service Entry
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Bells.AI Routing
The process executed when Routing NX is enabled is updated to support routing actions used with Bells.AI at the time of activation, in addition to at the time of upgrade.
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Topics
• Routing
• Setup
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Sheppard Pratt Patient Statement
The Sheppard Pratt Patient Statement CSV and Excel outputs will reflect insurance paid and adjustments.
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Topics
• Finance
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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.
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Topics
• Finance
• Finance Setup
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Bells.AI Notes Will Display "Approver Selection"
Bells.AI will display the "Approver Selection" when Routing is configured for the event.
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Topics
• Routing
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Improved Performance of Action Based Billing Runs
Performance of Action Based Billing runs has been improved.
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Topics
• Finance
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Calculate Rate-Billing Runs
Calculate Rate- Billing Runs have been refactored to reduce load and minimize impacts to users while in progress.
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Topics
• Finance
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CCD Inbox
The "CCD Inbox" process has been refactored for improved performance.
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Topics
• CQN/HIE
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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
KB0075660 v0.01
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Topics
• Finance
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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.
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Topics
• Inventory - Medications
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Reports With No "Report Selection" Parameter
Reports which do not utilize a Report Selection picklist will load as expected.
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Topics
• myAM
• Reports
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