Merative Integrated Care Release Notes July 2018
Release Notes
Abstract
Merative Integrated Care July 2018 Release Notes
Content
What's new in product documentation
Welcome to the July 2018 release of Merative Integrated Care. This month we packed the update with workflow efficiencies and improved user experience to reduce the number of steps it takes to complete your workflows including:
- Care team members can now manage referrals.
- Streamlined information sharing between the care team and community providers.
- Clearer visibility of the following:
- A client’s open items before you deactivate the client.
- The barriers that a client must overcome to achieve their care plan goals and actions./li>
- Clients who are not yet assigned to a care team member.
- Clients with open referrals.
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.
- 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.
- 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.
Cookie setting confirmation
Merative Integrated Care
From this release, the cookies used by Merative Integrated Care are changing, functional cookies are used to collect information on how users interact with the product so that the Merative Integrated Care development teams can more effectively use the voice of our customers to drive updates to the product. Because of the changes, you will be asked to confirm your cookie preferences when you sign in to the application when your instance of Merative Integrated Care upgrades to this release.
The cookie preferences displays as a pop-up window called “About Cookies on This Site” on the Care Manager Workspace (your Merative Integrated Care home page). By default your cookie setting is Advertising Cookies which is the highest level of acceptance. If you are happy with this setting, you can agree to the cookie setting and proceed to using Merative Integrated Care.
The cookie confirmation screen
You also have the options to view the cookie settings, or view the Merative Privacy Policy.
If you choose to view the cookie settings, you are presented with the option to change the settings. for example, you can reduce your setting to just the Required Cookies, this is the minimum level of cookies required to use Merative Integrated Care.
Add supporting information to service enquiries
Community Service Referral Providers enabled
If your organization uses Merative Integrated Care Community Service Referral, you can now attach a file of supporting information to an enquiry to providers so that service providers have all the relevant information needed to make a decision on whether to make an offer to deliver the service to the client. If the information changes, you can update the file or remove it.
Merative Integrated Care
The Deactivate Client page is updated to include the count of the client’s open services, services with ongoing payments, barriers, budgets, and enquiries so that you have all the information on the client’s open items before you deactivate. You will not be able to deactivate the client until services with ongoing payments are closed and the payments are completed. If the client uses the Connect Individuals application, you will have the option to close the client’s account when you deactivate the client
Updates to the Care Team Workspace (Merative Integrated Care Home page)
Merative Integrated Care
- Unassigned Referrals List
If you are a care team member with a primary role, you can review a list of open referrals for active and inactive clients who are registered in Merative Integrated Care but who are not yet assigned to a primary care team user. If organization units are enabled for your organization, you can see all the referrals received for your organization unit. You can assign the client to yourself for care management. You can also activate an inactive client and assign their referral in a single step. You can reject a client’s referral. You can also create a new referral. You can filter the list as follows: In addition, you can modify the available filters or create filters based on Name, Referred On date, Priority, Cohort, Referral Reason, Client Status, Risk Name, or Risk Category.
- Client Status- Active or Inactive
- Priority – High, Medium, Low, or Not Set
- Unassigned Referrals Day Ranges – values as configured by the administrator
- Unassigned Clients List
If you are a care team member with a primary role, you can review a list of clients who are registered in Merative Integrated Care but who have no unassigned referrals or who are not yet assigned to a care team member in your organization unit. If organization units are enabled for your organization, you can view the unassigned clients registered by care team members in your organization unit. You can assign each client to yourself for care management or deactivate the client. You can filter the list as follows:In addition, you can modify the filters or to create filters based on Name, Priority, Date of Birth, Risk Name, or Risk Category.
- Clients with No Programs
- Clients with Open Programs
- Accepted Referrals in 30 days
- High Priority Clients
Merative Integrated Care
So that you can quickly view the open client team tasks assigned to you or assigned to your role, when you view the Client Team Tasks list the list displays with the predefined filters My Open Tasks and Open Tasks Assigned to my Role preselected by default This means that the open tasks that are assigned to you and your role are displayed by default. To view all tasks associated with the client, clear the predefined filters.
Updating closed services with payments authorized
Providers enabled Community Service Payment Connect Providers
So that you can correct service closure details that may have been entered in error or if the service was provided for longer than originally recorded, you can now update closed services that have payments authorized.
When you update the closure details:
- If the payments are authorized for the service and the payment authorization status is Final Payment Authorized, when you update the closure date the final payment period, final payment date, and final payment amount is recalculated and payment is made based on the updated information. If the updated end date is before the most recent payment date then no further payments are made.
- If payments are authorized for the service and the final payment has been made, updating the service closure details will not result in additional payments to the provider.
- If the service was closed before the first payment was made and the payment was canceled, changing the date will not trigger any payment.
You can view a history of changes to closed services on the Service page.
Merative Integrated Care
So that you can easily see the plan items that are affected by a client’s barriers, the number of barriers associated with an activity is displayed in the goal content pane view and the activity content pane view. The number of barriers associated with a goal is also displayed in the Goal header. The expanded barriers view in the content view displays care team actions, client actions and goals when one or more are associated with the barrier.
Usability updates
Merative Integrated Care
In response to user requests, the View Details expandable information panel in some error messages will be removed in situations when there is no further information to show.
Configuring the Care Team Workspace
Merative Integrated Care
So that the care teams can manage unassigned referrals and unassigned clients, you can now configure whether the Unassigned Referrals and Unassigned Clients lists are hidden or displayed to care team members. Care team members must have the primary role to see these lists.
New data set
Reporting
The Enquiries data set will be available and can be used for reporting by organizations that license Merative Integrated Care Community Service Referral.
Updates to existing data sets
Reporting
- The Services data set will be updated to include the new numeric value, Number of Units. You can use the Number of Units numeric value for comparisons or arithmetic operations in your reports.
- The Individuals table in the Services data set will be updated, so that when program data is added to a report it will show individuals that have a program and individuals that do not have a program.
What's new in product documentation
Notes Highlights documentation is now available in the product documentation. To request that Notes Highlights be made available in your organization’s Merative Integrated Care environment, submit a ticket on the Merative Support Portal.
Supporting information on an enquiry
Connect Providers Providers enabled Community Service Referral
So that you have all the information that you need to decide if you can make an offer to provide a service, the care team can now attach a file of supporting information to an enquiry. Review the information in the supporting information file to help you assess the client’s requirements. If the information changes, the team can attach an updated file. So that you don’t miss any updates, changes to the supporting information file are indicated in the enquiry time line.
Withdrawing a service that is pending approval
Connect Providers Providers enabled
So that you can update service information, you can withdraw the request for service approval so that you can make the necessary changes. When you are happy with the service information, you can resubmit it for approval.
Merative Integrated Care
- Tasks are not displaying as expected in the Day calendar view. (TS000964057)
- The product documentation about Measure Thresholds on assessments is not clear. (232313, TS000890457)
- When Assessment results are recorded, they do not display on the Assessment page until the page is refreshed. (231360, TS001041750)
- A care team role cannot be removed from a care team member, if the care team role has been edited by the administrator. (230478, TS000995499)
- When a care team member is capturing consent records, and selects the value ‘All’ from the drop down list then the value ‘All’ is saved. This makes it difficult to identify the records that the client has consented to share. To avoid this issue, care team members are advised to not use the value ‘All’ when creating consent records. (227961)
- The automated processing of payments fails and no further payments are processed in the following scenarios:
if there is a payment due for a once-off service, if the final payment is due for a recurring service and if the provider of that service has closed their PayPal account, has not confirmed the email address associated with their PayPal account, or has removed consent to receive payments from Merative Integrated Care. (229452)
Merative Integrated Care Reporting
- Community consent types are not appearing in reports when consent records are recorded for clients. (228318)
Merative Integrated Care Connect Providers
- When you are listing a service in the Connect application, you cannot add an end date to a rate. (231637)
- An error occurs if a Connect Providers user sets a non-UK address via the Google maps widget, to avoid this issue ensure only UK addresses are entered. (229918)
Merative Integrated Care Connect Individuals
- When a Connect Individuals user views provider information in the application an error message displays if there is no primary address added for the provider in Merative Integrated Care. To avoid this issue, when registering a provider ensure you add a primary address for the provider. (230306)
Merative Integrated Care
- An error is displayed on the Service Details panel of the Service homepage 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)
- When you create a Touchpoint, the date and time field shown by default on the Create Touchpoint screen shows the date and time in the server timezone instead of the date and time in your time zone. If this issue occurs, you can modify the date as required. (232333, TS001042074)
- 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)
- 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)
- 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)
- 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)
- 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 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)
- 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 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
- 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 and set password emails sent to a users of the Merative Integrated Care Providers Connect application and the Merative Integrated Care Individuals Connect application contain URL links. The following issues occur with the URL links in some email clients:
(223222, 232296, TS000990847)
- The links might display as plain text. If you encounter this issue, copy and paste the URL into a web browser to access the link.
- If the links display as clickable links, however when you click the link, you receive a ‘Page not found’ error. If you encounter this issue, copy and paste the URL into a web browser to access the link.
- 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 Connect Individuals
- The onboarding and set password emails sent to a users of the Merative Integrated Care Providers Connect application and the Merative Integrated Care Individuals Connect application contain URL links. The following issues occur with the URL links in some email clients:
- The links might display as plain text. If you encounter this issue, copy and paste the URL into a web browser to access the link.
- If the links display as clickable links, however when you click the link, you receive a ‘Page not found’ error. If you encounter this issue, copy and paste the URL into a web browser to access the link.
(223222, 232296, TS000990847)
- 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: July 2018