Merative ™ Integrated Care Release Notes August 2018
Release Notes
Abstract
Merative Integrated Care August 2018 Release Notes
Content
Introduction
What's new for care teams
What's new or changed for administrators
Welcome to the August 2018 release of Merative Integrated Care. This month our update continues the focus on workflow efficiencies and improved user experience to reduce the number of steps it takes to complete your workflows that began in the July release.
So that you can more easily identify the changes that apply to your instance of Merative Integrated Care, updates are tagged as follows:
- Merative Integrated Care - these updates are for all Merative Integrated Care customers.
- Merative Integrated Care Reporting - these items apply to all Merative Integrated Care customers using Merative Integrated Care Reporting.
- Providers enabled - these items apply to Merative Integrated Care customers with the Providers feature enabled.
- Organization Units - these updates are for all Merative Integrated Care customers with Organization Units enabled.
- Merative Integrated Care Community Service Referral - these items apply to customers who have licensed the Merative Integrated Care Community Service Referral add-on.
- Merative Integrated Care Community Service Payment - these items apply to customers who have licensed the Merative Integrated Care Community Service Payment add-on.
- Merative Integrated Care Connect Providers - these items apply to customers who have licensed the Merative Integrated Care Connect Providers add-on.
- Merative Integrated Care Connect Individuals - these items apply to customers who have licensed the Merative Integrated Care Connect Individual add-on.
Number of records on client summary cards
Merative Integrated Care
To help you focus on the most important and relevant information, your administrator can now configure custom summary cards to show more or less than the default number of records, for example if the team need to see the results of 6 lab tests at a fortnightly team review meeting about a client, or if a judge need to review a specific set of client records during a court session. The minimum number of records that can be displayed is 1 up to a maximum of 10.
Merative Integrated Care
When a date of death is manually recorded for a client, a new informational will display on the client summary page indicating that the client is deceased. If the client’s status is Inactive and a date of death is recorded in Merative Integrated Care, the informational displays the client’s date of death.
Capturing notes and Recording touchpoints
Merative Integrated Care
In response to user requests, the character limit is increased so that client notes and touchpoints can be documented in full.
Viewing more information about the care team member that made the update
So that you can easily identify the care team member who created or updated client notes, barriers, goals, and actions, a tooltip displays on the relevant list pages showing the care team member’s roles, contact details, and organization unit. Note: Organization unit is displayed only if organization units are enabled.
Display organization name in the share care plan report
Merative Integrated Care
To help identify the organization that a care team member belongs to, the footer of a client’s share care plan report shows the display name for the organization. The organization name is visible when organization units are not enabled, or if the care team member does not belong to an organization unit.
Viewing the Organization unit display name for a care team member
Merative Integrated Care Organization units
To quickly identify the organization unit that a care team member belongs to, the display name of the care team member’s organization unit is displayed on the client’s care team list. If a display name is not configured for the organization unit, then the organization unit name displays.
Capturing consent and documents
Merative Integrated Care Organization units
To facilitate the sharing of certain types of client consent with third parties, you can capture a consent record during client registration which indicates a client’s agreement to share their consent records across organization units.
Providers enabled Merative Integrated Care Community Service Payment Merative Integrated Care Connect Providers
If an automated payment to a service provider is unsuccessful, you can manually retry the payment to the provider. Before you retry the unsuccessful payment, you should ensure that the issue which caused the payment failure is resolved. In addition, you can manually check if a pending payment is now successfully completed.
Updates to integrations with external systems
Merative Integrated Care
- So that care team members have a full view of the assessment history for a client in Merative Integrated Care you can now receive assessment names and scores from external systems. Receiving the assessment data via the external system saves the care team time recording the names and scores manually.
- So that you are aware of specific events recorded in an external system with respect to clients whose care you are managing, you can now receive Alerts created for registered clients in an external system in Merative Integrated Care via a new API.
Number of records on client summary cards
Configuring client summary cards
Merative Integrated Care
To help care teams focus on the most important and relevant information about a client, you can now configure custom summary cards to increase or decrease the default number of records shown. For example, the team might need to see 6 lab test results at a fortnightly review meeting or a judge might need to review a specific number of client records during a court session. The minimum number of records that can be displayed is 1 up to a maximum of 10.
Creating display names for organization units
Merative Integrated Care Organization units
You can now configure display names for organization units so that care teams can identify the relevant care team member’s organization unit in organizational reports, for example, a client’s share care plan.
Configuring Register Client wizard pages
Merative Integrated Care
Different organizations have different workflows for registering clients. To support the different registration workflows, you can now configure certain steps in the client registration wizard to be displayed and mandatory, displayed and optional, or hidden.
Configuring data sharing consent types
Merative Integrated Care Organization units
To support the different consent workflows that organizations have, you can configure whether a consent type indicates the client’s agreement to share their consent records across organization units.
Configuring an external system reference
You can now configure an External System Reference for the following items. When one of the items is received from an external system, it will be identified by its External System Reference:
Assessments - see Configuring an external system reference for assessments
Assessment measures- see Configuring an external system reference for assessment measures
Alerts- see Configuring alerts
Care team roles- see Configuring care team roles
What's new or changed in reporting
New data sets
Payments
Merative Integrated Care Reporting Merative Integrated Care Community Service Payment
So that reports can be created that include details of the payments made to providers for services, a payment history data set is now available. You can use the data set to display the history of status changes associated with each payment record.
Payments
Merative Integrated Care Merative Integrated Care Reporting
So that reports can be generated that include a client’s consent history, records of a client’s consent history are available for inclusion in custom reports. You can use the data set to display the history of status changes that is associated with each consent record.
In-app Terms and Conditions
Merative Integrated Care Connect Providers
To reduce the onboarding time to Connect Providers and dispense with the overhead of tracking paper-based acceptance of terms and conditions, you can accept or decline terms and conditions in-app.
Merative Integrated Care
- Conditional questions in an assessment or questionnaire that are configured to be conditionally displayed when a check box is checked are not displaying when the condition is met. (235151, TS001275719)
- An error displays on the Notes Highlights page when 5 Final Notes are created with large number of characters. (233620, 231261, TS001205173)
- For instances of Merative Integrated Care that are integrated with Phytel Atmosphere, when Vitals and Lab data are received into Merative Integrated Care from Atmosphere, the dates displayed in Merative Integrated Care are a day earlier than the dates shown in Atmosphere. (233341, TS000177392)
- An internal server error is on the My Clients, Search Clients, and Register Clients pages when the signed in care team member is managing the care of more that 1000 clients. (233211)
- The Goals client summary card is not refreshing when progress information is added for a goal. (233038, TS001136594)
- An error is displayed on the Service Details panel of the Service home page if the service’s closure details have been updated. To avoid this issue, do not update the closure details of a service. You can still close the service. (232812)
- In Internet Explorer 11, the service name is not displaying correctly in the Ongoing Services list on the Payments page. To see the service name, click the service in the list, the name displays correctly on the service details panel. (232160)
- Notes in a cancelled status are no longer displayed in Notes Highlights as in the previous release (May 2018). However, the notes highlights page still displays cancelled notes. When a new note or comment is created the canceled notes are removed from the list (227340)
Merative Integrated Care Reporting
- Referral reasons that are manually entered by a care team member rather than received from an integrated system are not appearing in reports. (227874)
- The Provider Name, Enquiry Response and comments data is not displaying when an Enquiries Report is generated by taking attributes from the Enquiries, Provider, Enquiry Response, and Enquiry Response Comments tables. (232056)
- If you reorder questions in Assessments and Questionnaires, the questions do not display in reports as per the new ordering and Conditional questions are not related to their parent questions. (231954)
Merative Integrated Care Connect Providers
- When a provider receives an email notification about an enquiry, a link in the email should link the provider to the specific enquiry the notification relates to. However, if the provider is not signed into Connect, instead of being linked to the specific enquiry, the provider is being linked to the enquiry home page. (226793)
Merative Integrated Care
- When you filter medication records, records that have no start date are not filtered correctly. (234428)
- In the supervisor application, an error message displays when you click the number of clients enrolled in a particular program on the Enrollment Status card. (229035, TS000170630)
- When you register a client in instances of Merative Integrated Care with organization units enabled, if you click ‘Back’ in the Client Registration wizard, the information that you entered in the previous wizard screens disappears and must be reentered. (234385)
- If you use budgets, updating the end date of a closed service to a later date may lead to a budget overspend. To avoid this issue, if you are updating the end date of a closed service, ensure that you reopen the associated budget. (232152)
- An error message displays if you deactivate an client on the Unassigned Clients list that you do not have access to. To avoid this issue, request emergency access to the client before you deactivate the client. (232091)
- When a 3 letter search is performed when adding Conditions, Medications, or Allergies in Merative Integrated Care, a blank page displays if too many results to display are returned. To avoid this issue, refine your search criteria. (217057, TS000047126, TS000055247)
- For systems integrated with EPM, the alert triggered when EPM returns Risk Scores to Merative Integrated Care may contain some inaccurate information. The alert indicates that the client has been matched on the EPM system and clinical data has been received by Merative Integrated Care. However, this may not be the case as Risk scores are automatically generated for any client received by EPM even if the client was not matched on EPM. (223580)
Merative Integrated Care Reporting
- The reporting application is treating Allergy names as case-sensitive, for example, when you generate a report of the number of clients with specific allergy types, allergy names in different cases are being considered as two different allergies. (224396)
Merative Integrated Care Connect Providers
- The Configured Support Contact email is not displaying on the Connect Providers User Agreement. However, the Configured Support Contact phone number is displayed. To ensure that users can contact support, ensure that you configure a Support Contact phone number. (234127)
- When a provider makes an offer to provider a service, the expected start date and the offer expiry date are displaying incorrectly in both the Connect application and Merative Integrated Care. The displayed date is 1 day before the date entered by the provider, for example, if the provider enters an expected start date of 12th July 2018, then the date displayed is 11th July 2018. (232319)
- The onboarding emails sent to a users of the Merative Integrated Care Providers Connect application and the Merative Integrated Care Individuals Connect application contain set password links. These URL links display as plain text in some email clients. If you encounter this issue, cut and paste the URL into a web browser to access the link. (223222)
Merative Integrated Care Connect Individuals
- The onboarding emails sent to a users of the Merative Integrated Care Providers Connect application and the Merative Integrated Care Individuals Connect application contain set password links. These URL links display as plain text in some email clients. If you encounter this issue, cut and paste the URL into a web browser to access the link. (223222)
- Clients that have completed registration to use the Connect application can still access the application when they are deactivated in Merative Integrated Care. (218091)
Document Information
Date of submission for approval: August 2018