Merative ™ Integrated Care Release Notes February 2019
Release Notes
Abstract
Merative Integrated Care February 2019 Release Notes
Content
What's new for supervisors
What's new for administrators
What's new for security administrators
What's new for reporting
Welcome to the February 2019 release of Merative Integrated Care. This release sees updates to the Referrals workflow, usability improvements to the Connect applications, and an update to allow users who need to access multiple workspaces to easily switch between them.
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.
- Reporting - these items apply to all Merative Integrated Care customers that use 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.
Primary care team members
Merative Integrated Care
So that you can accurately reflect primary care managers and be able to setup and assign roles based on your organization’s processes, you can now identify any member of a client’s care team as the primary care team member, regardless of their role.
Changes to assigning and deactivating clients
Merative Integrated Care
You can now select multiple unassigned clients and in one step, assign them to a care team member. You can also deactivate multiple clients and specify a deactivation reason for all the selected clients.
Changes to referrals
Merative Integrated Care
Previously, referrals could only be assigned to users with a primary care team role. This has changed and referrals can now be assigned to any active care team member who has at least one care team role assigned. If you are using organization units, the care team member receiving the referral assignment must be in your organizational unit. When you assign a referral, you can also assign the client to a program and the user to be the primary care team member.
Client's name display
Merative Integrated Care
In response to your feedback, to make it easier for you to find the client that you are interested in, by default clients’ names are now displayed in the format last name, first name on the following pages. However, if your organization wants to retain the first name last name format, your administrator can configure this.
- Unassigned Clients
- My Referrals
- Unassigned Referrals
- Appointments
- Actions
- Tasks
- Alerts
- Client Registration
- Client Search
Updates to display of client's preferred name in search results
Merative Integrated Care
The search results display for clients with multiple name records has changed. A single record is now returned in the search results even when the search criteria matches with multiple name records for the client. More than one name may be recorded for a client in the application, for example, a client’s registered name and possibly a preferred name, alias name, maiden name, stage name, or old name. If a client has a preferred name, for example, John Smith, when you search for any other recorded name types, for example, Jackson Smith, the search results return the name that matches your search criteria followed by the client’s preferred name in brackets. Example, Jackson Smith (John Smith).
Updates to payments
Community Service Payment
So that you can understand why a service payment failed and you can help to fix the issue, the payment error messages are improved.
View more information about care team members
Service Providers Community Service Payment Community Service Referral
So that you can quickly identify the care team member that performed an action, you can now view the care team member’s profile and contact details as a tooltip on the following pages:
- Services
- Budgets
- Payments
- Enquiries
Changes to assigning and deactivating clients
Merative Integrated Care
You can now select multiple unassigned clients and in one step, assign them to a care team member. You can also deactivate multiple clients and specify a deactivation reason for all the selected clients.
Changes to referrals
Merative Integrated Care
Previously, referrals could only be assigned to users with a primary care team role. This has changed and referrals can now be assigned to any active care team member who has at least one care team role assigned. When you assign a referral, you can also assign the client to a program and the user to be the primary care team member.
Clients' name display
Merative Integrated Care
In response to your feedback, to make it easier for you to find the client that you are interested in, by default clients’ names are now displayed in the format last name, first name on the following pages. However, if your organization wants to retain the first name last name format, your administrator can configure this.
- Unassigned Clients
- Deleted Clients
- Unassigned Referrals
- Assigned Referrals
- Tasks
Configuring client name display
Merative Integrated Care
You can now configure the display of client names for the care team application. The default display format on list pages and on client search pages is now Last Name, First Name, however, based on your organization’s preferences, you can configure display of names on these pages to be First Name, Last Name. Note, this display configuration will not apply to all places in the application where a client’s name is displayed.
Changes to primary care team members
Merative Integrated Care
So that care team members can assign the primary care team role to any member of a client’s care team, you no longer have to add a primary role when you are configuring care team roles.
Configuring questionnaires usability update
Merative Integrated Care
So that you are aware of the maximum number of conditions that can be configured for a questionnaire, when there are 250 questions added to conditions, a new information message lets you know that there no more conditional questions can be added. In addition, the links to add additional questions will be disabled.
What's new for security administrators
Switching between assigned workplaces without signing out
Merative Integrated Care
In some organizations, a single Merative Integrated Care user might have multiple roles, for example, one user might be a care team member requiring access to the Care Team Workspace and also be responsible for updating assessment configurations which requires access to the Administrator Workspace. In previous releases of Merative Integrated Care in order to switch between different Workspaces, a user had to sign out of one workspace and sign in to the other with different credentials. This has changed. Now users can easily switch between the different Workspaces that they are authorized to use without signing out.
When you create a new user or modify an existing user, you assign Workspaces to them. Then, a user with access to more than one Workspace can switch between them without signing out. To support this change, Security Roles is renamed Workspaces.
Clients' name display
Merative Integrated Care
In response to your feedback, to make it easier for you to find the client that you are interested in, clients’ names are now displayed in the format Last name, First name. The Included and Excluded Clients lists for data access groups display client names in this format.
New and updated data sets
Reporting
- The Notes and Touchpoints data set is updated to reflect the increased number of characters allowed in a note.
- So that you can create reports that allow you to differentiate between Merative Integrated Care users with the same name, email addresses are added to all User, Care Team and Care Team- Managers data sets.
- Data items related to Comments are added to the Goals data sets in the Goals, Services, and Barriers folders so that you can add goal progress comments and the goal outcome comments to reports.
- To reflect the fact that clients can now have multiple primary care team members on their care teams, the following data sets are updated:
- Individuals
- Clinical Data
- Tasks
- Assessments and Questionnaires
- Custom Client Data
- Goals
- Barriers
- Client Actions
- Care Team Actions
- Touchpoints
- Notes
- Consent
- Referral
- Budget
- Services
- Enquiries
- Coverage
If you are using the Primary Care Team member in saved reports you now see a value for each Primary Care Team member assigned to the client.
Reporting education
Reporting
We are continuing to build out the information that will help report creators to better understand and to get up to speed quickly with Merative Integrated Care Reporting. Details of the following data models are included in this release to help you to better understand the folder design and relationships when you design reports:
- Utilization
- Barriers
Reports containing Referred to information
Merative Integrated Care
So that you can accurately track time between a referral and its assignment, reports that contain the Assigned Date and Assigned To values for referrals continue to display on reports regardless of whether the care team member who originally assigned the referral is on the client’s current care team.
What's new or changed for providers
Usability updates
Connect Providers
To improve your user experience when you use Connect, the following updates are available:
- Improved messaging to help you understand why you cannot add a service that has already been added to your organization’s profile.
- Improved messaging to help you understand why you cannot make an offer on an enquiry for a service that your organization no longer provides.
- Improved messaging when your Connect account is closed to help you understand why you can no longer use the application.
- Improved field labels on enquiries so that you can more easily understand the information.
Resolved issues
Merative Integrated Care
- Client identification data received with registration data from systems that are integrated with Connect360 do not include Source and Original Source information. (241168)
- When you are searching for a client, if there are more than 50 results returned, only the 50 search results and an error message displays, and you cannot navigate to the next page of search results. To avoid this issue, refine your search by entering more search criteria to ensure that less than 50 search results are returned. (242287)
- If your instance of Merative Integrated Care is integrated with Connect360, for any client, when you open the client’s Virtual Chart from the client search results in Merative Integrated Care, the client’s Virtual Chart incorrectly indicates that the client is not registered in Merative Integrated Care. (241845)
- If your instance of Merative Integrated Care is integrated with Connect360, the online help for the Virtual Chart is not working. To see help for this page, refer to the Virtual Chart information in product documentation. (241156)
- Errors occur when a security administrator searches for SSO users using Workspace as the search criteria. To avoid this issue, search for users using other search criteria, for example, name. (241429)
- If you have access to multiple workspaces when you sign in to Merative Integrated Care, your default workspace should display. However, the workspace that you last accessed displays. If you encounter this issue, you can switch workspaces to access your default workspace. (241402)
- External System Reference attributes can be up to 20 alphanumeric characters long, however, there is an issue whereby administrators are not prevented from adding an External System Reference for client data types of up to 100 characters that includes special characters. This may cause problems for integrations that share client data type information. To avoid this issue, if your instance of Merative Integrated Care is integrated with external applications, only add External System Reference for client data types of up to to 20 alphanumeric characters long, (239862, 239860)
- When Merative Integrated Care calculates the payment start date for a service, it checks the start date of the budget that covers the day on which the user authorized the service and the service start date. The first payment date is calculated to be the later of the two dates. However, there is an issue with the calculation in the following scenarios:
- If the budget the service was approved and authorized with does not overlap with the authorization date, for example when the budget is closed with a date in the past and superseded with a new budget. In this scenario, the first payment date is calculated to the second budget start date and not the later of the first budget start date or the service start date which is the expected behavior.
- If no budget exists for the date the service was authorized, for example if the service starts in the past and the budget starts in the future. In this scenario, the first payment date is calculated to be the service start date, and not the start date of the budget, which is the expected behavior. (241098)
- There is a information message missing on the Edit Share Care Plan Report template page. The message warns the administrator that editing an External System Reference that is in use for existing integrations might cause integrations to fail. To avoid issues with your integrations, review the external system references that are in use before you edit the template. (240684)
- If the security administrator changes a user’s security role, the user is not able to sign in to Merative Integrated Care and an error message displays. As a workaround, instead of changing a users security role, you can create a new account for the user with the required security role. If you have encountered this issue, revert the user to their original role and the user will be able to sign in again. Alternatively, you can give the user access to the workspaces. (239979, 241447)
Reporting
- If you create a report that contains client identification data, the report does not show all the available client identifications for clients with multiple identifications. (TS001732680, 243013)
- There is data missing from reports with care team data. (236097, TS001343312)
- Errors occur if you create reports that include data related to Touchpoints by program and Touchpoint comments. (240777)
- Incorrect data displays in reports that include the attribute Updated By User from the Budget History table in the Budget folder. (241604)
Merative Integrated Care
- When using Merative Integrated Care with the Mozilla Firefox browser and you upload a client’s photo from the client context panel, the photo does not display. As a workaround, refresh your browser and navigate back to the client’s Summary page. The photo is displayed. (243482)
- If you open the Merative Integrated Care sign in page and attempt to sign in after 30 minutes have elapsed, a message displays prompting you to either reenter the application login URL or click the Back button in your browser to sign in again because your session has timed out. If you click the Back button, another message displays prompting you to reset your password because it has expired. Note: Your password has not expired. To avoid this issue, enter the application login URL in your browser and sign in as normal with your existing credentials. (244188)
- When referrals are assigned to a care team user, the capacity of that user should be decreased by the number of referrals assigned. There is an issue and the number of referrals is not updating correctly when referrals are assigned. However, once the user accepts the referrals, the capacity value is displays correctly. (243984)
- When running an assessment or questionnaire, some answers result in additional fields being displayed. If you use an iPad to create the assessment, the additional fields are not displayed. You will be able to see the additional fields if you create the assessment on a desktop or other tablet device. (242370)
- If you switch workspace through the Workspace menu, and then add a custom client data value, an error displays on multiple pages. To avoid this issue, switch workspace using the Preferences menu. (242840)
- On the Supervisor workspace, the Capacity chart shows the workload distribution for all active care team members in your organization unit, however there is an issue and the card incorrectly displays the count of clients assigned to suspended and closed users as well as the count assigned to active users. (242495)
- If a care team role is removed from a user, the role can still be selected when you assign Referrals and Clients to the user. If you select a role that has been removed, the referral or the client is assigned to the user and the role is linked to the user again. (243220)
- When a duplicate client record is received from Explorys EPM, the following issues occur:
- Care team members are not notified of the alerts that are generated about the duplicate client record. However, the alert is displayed on the Alerts page and can be managed from there.
- The Resolve Duplicate action does not display. So you cannot merge the client records automatically. (243090)
- If organization units are turned on, when adding a user to an organization, the incorrect label name “Security role” is displayed instead of “Workspaces”.
- The user search will only search for a users default workspace instead of all users assigned workspaces. To avoid this issue search by the users name instead.(242820)
- When clients are deactivated, the Client Summary page should update to be greyed out as a visual indicator that the client is deactivated. There is an issue when you deactivate a client and the Summary view is not updating. However, the Client is deactivated and the status is correctly displayed on list views, for example, on the Unassigned Clients list, (242628)
- On the Payments page, when you view the user tooltip to see more information about the System user, an error displays. (241928)
- If you register a client in Merative Integrated Care, and Merative Integrated Care is integrated with Connect360, Connect360 checks for a match and if no match is found, automatically registers the client in Connect360. If you subsequently search for the client in Merative Integrated Care and Connect360, 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 filter medication records, records that have no start date are not filtered correctly. (234428)
- 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)
Reporting
- Do not use the report called Report view of Notes AT3. list of notes with… date by program, care manager listed in the TeamContent > Merative Integrated Care > Reports folder. (243592)
- Reports that contain the Assigned Date and Assigned To values for referrals display only the care team members who are on the client’s current care team on the date when the report is generated. (240925, TS001377423)
- Errors occur if you create reports that include data related to Notes comments or Touchpoint comments. (235062)
- When you create a report that contains either assessments or questionnaire data, inconsistent report data is generated, for example, some data is repeated and some data is missing. (240244)
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) - The billing report fails if there are more than 1000 clients registered the instance of Merative Integrated Care. (239866)
- 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 Community Services 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)
Merative Integrated Care Connect Providers
- When a Connect user’s password expires, the link to reset the password is incorrect. As a workaround, if a user’s password expires, use the Forgot Password link to reset the password. (243242, TS001249121)
- If you change a date using the date picker, the cursor moves around the field in unexpected ways, for example if you change the day value, the cursor moves to the end of the year value. (241247)
- 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)
Merative Integrated Care Connect Individuals
When a Connect user’s password expires, the link to reset the password is incorrect. As a workaround, if a user’s password expires, use the Forgot Password link to reset the password. (243242, TS001249121)
Document Information
Date of submission for approval: February 2019