Merative ™ Integrated Care Release Notes May 2020
Release Notes
Abstract
Merative Integrated Care May 2020 Release Notes
Content
Introduction
What's new for care teams
What's new for supervisors
What's new for administrators
What's new for security administrators
What's new for reporting
What's new for integrations and APIs
Welcome to the May 2020 release of Merative Integrated Care. Care teams can now access and create sensitive client notes and bulk assign care team members to a client's care team (if configured). Administrators can configure access to sensitive notes and configure care team groups. In reporting, there are updates to the Notes and Touchpoints data sets.
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 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.
Accessing and creating sensitive client notes
Merative Integrated Care
So that you can create notes that contain sensitive information about a client, for example, substance abuse, your security administrator can now configure your access to sensitive notes. If configured, you will be able to add a sensitive note when you create a standard note for a client. Note: If you do not have permission to access sensitive notes, you cannot create or view them in the Care Team workspace. If other members of the care team are assigned a security role that includes sensitive notes access, they can view the note.
Adding groups of care team members to a client's care team
Merative Integrated Care
So that you can bulk add care team members to a client's care team, you can now add care team groups to a client, if configured by your administrator. You can also add care team groups when assigning client referrals and adding care team members to unassigned clients.
Filtering and sorting client goals
Merative Integrated Care
So that you can easily find client goals of specific interest to you, you can now sort and filter a client's Goals list page. You can sort the information in each list column. In addition, you will can filter the overall page content to show any or a combination of the following: open goals, completed goals, goal created by you, short-term goals, and long-term goals.
Adding groups of care team members to a client's care team
Merative Integrated Care
So that you can bulk assign care team members to a client's care team (if configured by your administrator), you can now add care team groups when assigning client referrals and adding care team members to unassigned clients.
Configuring care team groups
Merative Integrated Care
So that care teams and supervisors can bulk assign care team members to a client's care team, you can now configure a library of care team groups. You can manage users in care team groups based on their care team roles and skills.
What's new for security administrators
Configuring access to sensitive notes
Merative Integrated Care
So that your organization can provide a role-appropriate view of the application, you can now configure security roles to allow or deny user access to a new resource: Sensitive Notes. By default, sensitive notes permission will be set to No Access for the default Care Team Standard Access security role.
Deleting security roles
Merative Integrated Care
So that you can remove security roles that are no required, you can now delete security roles.
Updates to Notes and Touchpoints data sets
Reporting
The following updates to notes and touchpoints data are now available:
- To support the increased number of allowed characters for a note, the Note data item in the Notes and Touchpoints data sets is now updated from 20000 to 30720.
- Previously notes in the Draft or Ready for Review status were not shown in notes reports. The Status data item in the Notes data set now shows these additional statuses when used in reports. If required, you can filter out these statuses from existing reports.
- Since Private and Private to Role note types are intended only to be visible to the care team member or care team role who created the note, these note types are no longer displayed in notes reports.
What's new for integrations and APIs
Notes API update
Merative Integrated Care
Notes API - So that sensitive client notes can be sent between external systems and Merative Integrated Care, a new optional attribute called SensitiveInd is now available for use in the Notes API. Depending on the data flow, inbound or outbound, this attribute allows you or Merative Integrated Care to indicate whether the note is sensitive. The new attribute is documented in the Notes swagger document available in the product documentation.
Merative Integrated Care
- When you configure a new security role, you see a Delete action that is disabled in the row level Actions menu. Ignore this action. The ability to delete a security role will be available in a future release. (259874, 258068)
- When you create a note in the Care Team workspace, in some instances, after you select a note type, an error message displays saying 'Value must be selected', even though you selected a value. This issue occurs when there is a problem with note type configuration. To resolve this issue, your Administrator must rename the problematic note type to another value, set it to 'Hidden' so that is no longer available for selection, and reconfigure the note type. (259640)
- An error message displays if you try to download a PDF of an assessment, questionnaire, or share care plan that has text that includes a non-breaking space or tab character. (260522, INC2316274)
- When managing referrals, a message saying ‘You don’t have access to this client’ displays which prevents you from accepting or rejecting referrals. (258028, INC2114497, INC2107364, INC2223560)
Connect 360
- When you delete a client in Merative Integrated Care who is also registered in Connect 360, external search results for the client return no results. Instead, a message displays saying 'There are no matching items based on the search criteria entered.' (257923)
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)
- If you edit a client data type in the administration workspace, and do not update its external system reference, an error is displayed that indicates that the external system reference already exists. Ensure that you edit or remove the external system reference to avoid this issue. (258577)
- If an ad hoc goal and a configured goal exist with the same name, an error message displays if you complete a questionnaire or an assessment that automatically creates the configured goal. If you experience this issue, rename the ad hoc goal and ensure that the new name is different from the configured goal. Then, re-run the questionnaire or assessment. (258915, INC2063232)
- If you add more than 15 users when configuring care team groups, an error message displays when a user bulk assigns 25 unassigned clients or referrals to the group. To avoid this issue, do not add more than 15 users to a group. Alternatively, users can single assign or select less than 25 unassigned clients or referrals in a bulk assignment. (260590)
Reporting
- When you create a report that contains 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 height data, measurement time data is not displayed. (250238)
- When SSO is enabled, if you sign out of reporting and attempt to sign in again, an error message displays. If you experience this issue, click Ok in the error message to sign in again. (253902)
- If you create a tasks report that contains Role data, NA is displayed instead of the name of the role that is assigned the task. (260137)
- When you create a report by using only the Notes data set, an empty row is displayed for each user who did not create a note. To avoid this issue, ensure you add the Users data set to the report or exclude null values from the report. (260625)
Connect 360
- If you register a client in , 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 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 clients. The message displays only when the client you searched for was originally registered in 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 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)
Document Information
Date of submission for approval: May 2020