Merative ™ Integrated Care Release Notes August 2020
Release Notes
Abstract
Merative Integrated Care August 2020 Release Notes
Content
What's new for integrations and APIs
Welcome to the August 2020 release of Merative Integrated Care. Care teams can now filter and sort client actions and there is a usability update to programs. In addition, there are updates to data sets in Reporting.
So that you can more easily identify the changes that will 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.
- Reporting - these items apply to all Merative Integrated Care customers using Merative Integrated Care Reporting.
- Service Providers - 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.
- Community Service Referral - these items apply to customers who have licensed the Merative Integrated Care Community Service Referral add-on.
- Community Service Payment - these items apply to customers who have licensed the Merative Integrated Care Community Service Payment add-on.
- Connect Providers - these items apply to customers who have licensed the Merative Integrated Care Connect Providers add-on.
- Connect Individuals - these items apply to customers who have licensed the Merative Integrated Care Connect Individual add-on.
- Connect 360 - these items apply to customers who are integrated with the IBM Health and Human Services Connect 360 application.
Signing in with your organization's identity provider
Merative Integrated Care
By default, the IBM App ID service authenticates users when they sign in to Merative Integrated Care applications. If your organization has a Federated Identity Management (FIM) arrangement with a third party identity provider, like Ping Federate or Okta, you can now request that Merative Integrated Care integrate with your identity provider. This means that your identity provider will authenticate users' access to Merative Integrated Care applications and other applications used by your organization, not IBM App ID. To request this integration, submit a case on the Merative Support Portal.
Note: This option is available only to new Merative Integrated Care customers, not to existing customers. In addition, this option applies only to users of the Merative Integrated Care and Reporting applications. It does not apply to users of the Connect applications.
Filtering and sorting client actions
Merative Integrated Care
So that you can easily find client actions of specific interest to you, you can now filter and sort the list of client actions. You can also sort the information shown in each column.
Usability update to programs
Merative Integrated Care
Previously, when your Administrator configured new content for programs, Merative Integrated Care did not apply their updates to programs that were already assigned to clients. So that the latest program content is available for clients, Merative Integrated Care now automatically applies Administrator changes to programs on which active clients are assigned. You are notified that new content is available for the program.
Assessment and Questionnaire completion time
Merative Integrated Care
So that you know the date and time that a questionnaire or assessment was completed when run from a program, the completion details for both now includes the timestamp. Previously the completion date was available but not the time.
Configuring questionnaire sharing
Merative Integrated Care
So that completed client questionnaires can be sent from external systems to Merative Integrated Care, you can now share configured questionnaires with external systems. When a questionnaire is shared, you can download its API document for use by your organization's systems integrator. The API document contains REST API calls and structure required for external systems to send completed questionnaires to Merative Integrated Care so that the latest questionnaire information is available in all systems for a client.
Usability update for assessments and questionnaires
Merative Integrated Care
So that you can configure more values for drop-down, multi select, and radio button answer types, the limit of 40 values is now removed. This increased limit applies when you configure answer types for questionnaires and script assessments.
Deleting subscribers
Merative Integrated Care
So that you can easily remove subscribers that are obsolete or configured in error, you can now delete these.
Deleting subscriber authentications
Merative Integrated Care
So that you can easily remove subscriber authentications that are obsolete or configured in error, you can now delete these.
New data for Clinical Data folder
Reporting
So that you can include identification types, for example, a client's passport number, in clinical data reports, the Individual Identification data set is now available in the Clinical Data folder.
Update to Touchpoint data
Reporting
Previously touchpoints with a status of Draft or Ready for Review status were not shown in touchpoint reports. The Status data item in the Touchpoint data set shows these additional statuses when used in reports. If required, you can filter out these statuses from existing reports.
Data refresh
Reporting
Previously, data in reports was only visible 24 hours after it was recorded in the Merative Integrated Care application. We have updated the data refresh cycle to run every 2 hours. So that you are aware of when the last data refresh took place, a Data Refresh table was added to the About Merative Integrated Care Reporting folder. This table shows the last refresh date and time and the status of the last refresh (Complete/In Progress). Data recorded after the last refresh date will not be available .
What's new for integrations and APIs
New API
Merative Integrated Care
- Questionnaires API - A new API is now available for external systems to send completed client questionnaires to Merative Integrated Care. When the questionnaire is received by Merative Integrated Care through the API, care teams can view the questionnaire records and have a more complete view of a client's context.
Merative Integrated Care
- When selecting a Share Care Plan template to view in the Administrator workspace, an error message is displayed intermittently and the page does not load correctly. If you encounter this error, refresh your browser window, navigate back to the Share Care Plan template list and select the template again. (262976)
- When you add a note to a barrier and generate the share care plan PDF to share with other systems through an API, an error message is displayed. If you download the PDF, the note is shown in the PDF as expected. (262420)
- When you add configured client data to a client's record and generate the share care plan PDF to share with other systems through an API, the client data is not displayed in the PDF. If you download the PDF, the configured client data is shown in the PDF as expected. (262461)
- If you configure a client data type and include it in the share care plan PDF, the value shown for Date Time for the client data type in the PDF is incorrect. The value matches the Merative Integrated Care server time zone, instead of the care manager's preferred time zone that is set in their preferences in the Care Team workspace. (262097)
Reporting
- If you update a condition classification in the Care Team application to a blank value, the classification value does not update in existing reports. (254482)
- If you create a report that contains notes and notes comments data, an error displays. (250109)
- If you create a report that contains notes data, the report shows only notes for clients who have an associated program. It does not display data for clients who have no associated program but who have at least one note. (239618, 245031)
Merative Integrated Care
- When you save a quick note, an inaccurate message displays saying that the touchpoint is saved regardless of whether the note type is Touchpoint. (257285)
- When you filter Notes Highlights for the last month, highlights from over a month ago are displayed in addition to highlights for the last month. (245154)
- If you try to complete certain actions, for example, create a referral or assign a program, and you do not have access to the client, you cannot complete the action and no error message is displayed. If you are sure that you need access to the client, either request emergency access to the client or ask a care team member to add you to the client's care team. (259832)
- When selecting to show or hide a source or original source system in the Administration workspace, in some instances, an incorrect error message with invalid codes is displayed. Ignore this message and continue to show or hide the selected value. (261380)
- When you configure and activate a client data type for the first time with an effective from date in the future, an error message is displayed on the client's Data page. To avoid this issue, create your client data types on the date that they are effective from, so that the date isn't in the future. (262482)
- If you assign a program when you assign a referral in the Care Team workspace, and you are not on the client's care team, an error message saying 'You don't have have access to the client' is displayed. To avoid this issue, assign the program after you assign the referral. (262377)
- When care teams download a client share care Plan PDF that includes more than 150 configured client data records, a timeout error message is displayed. To avoid this issue, configure the Share Care Plan template to print a maximum of 150 configured client data type records. Configure fewer client data versions to show or adjust the number of display records to accommodate no more than 150 configured client data type records. (262352)
- When you edit height, weight, or waist circumference client data records that were entered in imperial measurement units (pounds or inches), the value displayed on the edit page is incorrect. (262621)
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)
- If you create a report that contains height data, measurement time data is not displayed. (250238)
- Assessment and questionnaire data is directly linked to each client. When you create a report that contains assessment or questionnaire data, and program data, the assessment or questionnaire data is displayed for all programs to which the client is assigned. This behavior occurs regardless of whether the program contains that particular assessment or questionnaire content. (261299)
- When you create assessment and questionnaires reports and include Assessments by Program data items or Questionnaires by Program Name data items, no data is displayed. (INC2413936, 261278)
- When SSO is enabled, if you sign out of the reporting application, you are automatically signed back in. If you experience this issue, sign out of the Merative Integrated Care application, then sign out of the reporting application. (263876)
- The help icon is not displayed when you log in to the reporting application. To see the help icon, click the area to the right of the user icon in the application toolbar. The help icon becomes available. (263869)
- The note text for touchpoints with a status of draft, ready for review, or discarded is not displayed in reports. (263940)
Connect 360
- If you register a client in Merative Integrated Care, Connect 360 checks for a match and if no match is found, automatically registers the client in Connect 360. If you subsequently search for the client in Merative Integrated Care and Connect 360, the search results indicate that the client is registered in both applications. However, if you then open the client’s Virtual Client Record, an inaccurate error message displays. (242258)
- When you search for a client in both systems a misleading error message is intermittently displayed. The message indicates that the search results show only Merative Integrated Care clients. The message displays only when the client you searched for was originally registered in Merative Integrated Care and subsequently registered in Connect 360 automatically. Ignore this message, the client exists in both systems and is shown in the search results as expected. (256209, 252716)
Merative Integrated Care Community Service Payment
- If you are using payments, do not use 2 weekly or 4 weekly services. There is an issue with payment calculations for services with frequencies of 2 weekly and 4 weekly. (242597)
Document Information
Date of submission for approval: August 2020
Document Information
More support for:
Software version:
All Version(s)
Modified date:
15 September 2020