Merative ™ Integrated Care Release Notes June 2018

 

 

Release Notes

 

 

Abstract

 

Merative Integrated Care June 2018 Release Notes

 

 

Content

 

Introduction

 

Welcome to the June 2018 release of Merative Integrated Care.

 

 

What's new for care teams

 

Deleting clients
 

When you delete a client, you can now select a reason for deleting the client from the configured list of deletion reasons.

 

Selecting a customized client summary view for your care team role

 

You can now select a care team role so that you can view a client summary that is customized for the selected role. You can choose to view any of the customized client summary views for your roles that have been configured by your administrator.

 

The Share Care Plan report
 

When you delete a client, you can now select a reason for deleting the client from the configured list of deletion reasons.

 

Filtering tasks

 

You can now select a care team role so that you can view a client summary that is customized for the selected role. You can choose to view any of the customized client summary views for your roles that have been configured by your administrator.

 

Payment updates

 

So that you can easily troubleshoot any issues with individual payment transactions there is now extra PayPal information displayed with each payment transaction. To troubleshoot a pending or an unsuccessful payment, you can contact PayPal support and they can use the information displayed on the Payment History list of the Payments page for the transaction to identify the problem.

 

You can now authorize payment, add barriers, and edit a closed service.

 

To improve clarity and user experience the following items have been updated:

 

• On the Payments History list on the Payments page, the Payment Due column is renamed to Due Date.
• On the Close Service page and on the Service homepage, the number of days included in a final payment amount is only displayed if the final payment period is more than or less than a week.
• To avoid problems with payments, there are additional checks that a provider has onboarded their payment details when you authorize payment to the provider.

 

Updates to Integrations with external systems

 

New Notes API

 

So that you can receive new or updated client notes and touch points from external systems, a new API is available to receive client notes and touch points with Merative Integrated Care.

 

Integration with EPM Registry

 

If a client was manually registered in Merative Integrated Care before your instance of Merative Integrated Care was integrated with IBM Explorys EPM Registry, when the integration is enabled, a request is made to EPM Registry to check if the client is also registered in EPM Registry. If the client is registered, then the client’s record in EPM Registry is matched with the client’s record in Merative Integrated Care and data about the client that is stored in the external system is sent to Merative Integrated Care. This is an overnight process.

 

 

What's new for providers

 

PayPal promotional pricing

 

So that you have the opportunity to sign up to promotional pricing offered by PayPal, when you complete your sign up to receive payments through PayPal, a link displays on the Payments page to sign up for the promotional pricing offer.

 

Session timeout

 

When you are about to be automatically signed our of the Connect application because you have not interacted with it for more then 30 minutes, you are now warned that you will be timed out so that you can decide whether to stay signed in or not.

 

Viewing the reason that a service was rejected

 

So that you can make the changes required by the Merative Integrated Care organization, you can now see the reason why a service submitted for approval was rejected.

 

 

What's new for supervisors

 

Reversing the deletion of a client

 

When you undo the deletion of a client, you can now select a reason for restoring the client in Merative Integrated Care from a configured list of undo deletion reasons.

 

If organization units are enabled, the Deleted Clients list is updated to display deleted clients who are in an inactive or inactive status and that meet one of the following conditions:

 

• The client was registered by a team member in your organization unit.
• The client is currently care managed in your organization unit.
• The client is one for whom your organization has received a referral that is not rejected.

Filtering tasks

 

So that you can focus on the tasks that are of most relevance to you and review the tasks that you are responsible for completing, the following predefined filters are now available:

 

• My Open Tasks – All open tasks that are assigned to you and that are open, this filter includes tasks that are due today, overdue, unscheduled, or have a due date after today. This is the default view.
• My Closed Tasks- All tasks that are assigned to you that have status of closed.
• My Overdue Tasks- All open tasks that are assigned to you that have a due date is before today.
• My Unscheduled Tasks – All open tasks that are assigned to you that have no due date.
• Open Tasks- All open tasks including tasks created by you, or created by other users and assigned to you, or created by you and assigned to other users.
• Closed Tasks- All closed tasks including tasks created by you, or created by other users and assigned to you, or created by you and assigned to other users.
• Created by Me – All tasks that are created by you and assigned to you or to other users.

 

You can also view tasks due for a selected calendar date and create filters based on task status.

Note: The count of all the open tasks that are assigned to you is displayed at all times.

 

 

What's new for administrators

 

Configuring client deletion reasons

 

You can now configure and manage a library of reasons for deleting a client and for undoing the client deletion in Merative Integrated Care.

 

Configuring the summary view by care team role

 

For a care team role, you can now configure to show summary cards which are configured to be hidden in the default card configuration.

 

Configuring the display name for an organization unit

 

You can now configure display names for organization units, which can be included in organizational reports, for example, a client’s share care plan.

 

 

What's new for reporting

 

So that you can identify which users have and have not logged in within the last N days for audit purposes, you can generate a report that uses the Last Successful Login attribute in the Users table to identify what users have logged on to Merative Integrated Care during a specified time period.

 

New and updated data sets

 

The following data sets are added:

 

• Services -if your organization uses services, you can create reports that include services information.
• Providers - if your organization has the Providers feature enabled, you can create reports that include provider information.
• The Individuals in Programs folder is renamed to the Individuals folder as it contains all clients and not just those clients that are associated with Programs.

 

 

What's new in product documentation

 

Merative Integrated Care: REST API Catalog

 

The available REST APIs are now documented in Swagger in the product documentation so that you can more easily review and try them out before integrating your application with Merative Integrated Care.

Resolved issues

 

Merative Integrated Care

 

• The blurring effect on the Merative Integrated Care when a dialog page displays is removed. The user interface behavior is reverted to the previous behavior. (230605, TS001004032)
• The Alert count on the Care Manager Workspace (Merative Integrated Care home page) is displaying incorrectly, the count includes closed alerts. (228774, TS000869894, TS000997487)
• For Laboratory test results that are expressed in percentages (i.e. the unit type for the result is %), if you enter a result and select a unit value that is not %, an error message displays. This occurs for the Bands, Basophiles, Eosinophiles, Iron Saturation, Lynphocytes, Mean Platelet, Monocytes, Neutrophils, and RDW Laboratory tests. (228073)

 

Merative Integrated Care Reporting

 

• Last Successful login details are not displayed in a report generated for the Users table. (210607, SR1471, TS000011558)

 

Merative Integrated Care Connect Providers

 

• When you create an enquiry, if you clear the prepopulated response required by date, do not enter another date, and send the enquiry, the email notification sent displays the date as 0001-01-01. For example, ‘New enquiry 3073 for Meals on Wheels expires on 0001-01-01’. This issue occurs only on the email notifications for new enquiries and not accepted enquiries. (228253, 228166)
• There is no indicator that a Connect session has timed out. Timeout occurs after 30 minutes. If your session times out, you can navigate between the application pages but content may not be displayed correctly and you will not be able to edit or add content. If this happens, reload the browser page to display the login screen and sign in to the application again. (222164)
• When you view an enquiry in the Connect Providers application, the date fields are not displaying according to your browser settings. Date fields display as DD/MM/YYY. (223535)

 

Merative Integrated Care Connect Individuals

 

• When you create an enquiry, if you clear the prepopulated response required by date, do not enter another date, and send the enquiry, the email notification sent displays the date as 0001-01-01. For example, ‘New enquiry 3073 for Meals on Wheels expires on 0001-01-01’. This issue occurs only on the email notifications for new enquiries and not accepted enquiries. (228253, 228166)
• There is no indicator that a Connect session has timed out. Timeout occurs after 30 minutes. If your session times out, you can navigate between the application pages but content may not be displayed correctly and you will not be able to edit or add content. If this happens, reload the browser page to display the login screen and sign in to the application again. (222164)
• When you view an enquiry in the Connect Providers application, the date fields are not displaying according to your browser settings. Date fields display as DD/MM/YYY. (223535)

 

 

Known Issues

Merative Integrated Care

 

• 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)
• 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)
• 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)
• 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 is misleading. 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

 

• Community consent types are not appearing in reports when consent records are recorded for clients. (228318)
• 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 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)
• 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)
• 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

 

• 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)
• 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: 13 June 2018