Merative ™ Integrated Care Release Notes November 2018
Release Notes
Abstract
Merative Integrated Care November 2018 Release Notes
Content
Introduction
What's new for the care team
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
What's new for providers
Resolved issues
Known issues
Welcome to the November 2018 release of Merative Integrated Care. 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.
- Organization Units - these updates are for all Merative Integrated Care customers with Organization Units enabled.
- Providers enabled - these items impact Merative Integrated Care customers with the Providers feature 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.
My Clients page updated
Merative Integrated Care
So that you can sort and locate a client by their last name on the My Clients page, the client’s name is now displayed in the last name, first name format. For example, Laurie Thompson displays as Thompson, Laurie. To support this change, the filter criteria Starts with, Ends with, Is, Is Not. are removed. You can still filter names with the Contains criteria.
View more information about care team members
Merative Integrated Care
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 tool tip on the following pages:
- Programs
- Assessments
Specify the source and original source system of care team actions, goals, and client data
Merative Integrated Care
So that you can identify if a care team action or goal was created by the care team in Merative Integrated Care or received from an external system, you can now view the source and the original source system values for care team actions, and goals. Note, to view the source and original source system values, your administrator must configure them to be shown.
So that you can identify if the below listed client data was created by the care team in Merative Integrated Care, or received from an external system, you can now view the source and the original source system values for the data items. You can also specify the source and original source system values when creating or updating the client data.
- Clinical – Allergy, Condition, Laboratory Test, Medications, Risk, Observations
- Vitals – Blood Pressure, Body Mass Index, Body Temperature, Heart Rate, Height, Oxygen Saturation, Respiratory Rate, Waist Circumference, Waist-to-Height Ratio, Weight
- Demographics – Coverage, Birth & Death, Gender , Identification, Marital Status , Name
- Contact – Address, Email Address, Phone Number, Contact Preferences, Social Network Contact
- Background – Social Background, Health Background, Personal Background
Assigning or rejecting multiple referrals
Merative Integrated Care
You can now select multiple (up to a maximum of 25) unassigned clients referrals and, in one step, assign the referrals to yourself or another care team member that fulfills the primary care team role. For inactive client referrals, in a single action, you can reactivate clients and assign their referral to yourself or to another care team member that fulfills the primary care team role. You can also reject multiple referrals, and specify a rejection reason for all the selected referrals.
Assign referrals to another primary care team user
Merative Integrated Care
You can now assign unassigned client referrals to another care team member who is fulfilling the primary care team role.
Merative Integrated Care
So that you can quickly create a private note type, when you open the New Note page from the Latest Private Note card on the client’s Summary page, the Note Type defaults to Private.
Notes Highlights
Merative Integrated Care
In response to your feedback, professional or occupational roles, for example, Doctor, Surgeon, or Dentist now display on the Person tab instead of on the Social tab in the Notes Highlights card and in the Person table on the Notes Highlights page.
In addition, dates, for example 3/6, that were incorrectly highlighted as procedures on the Clinical tab are no longer being highlighted.
Assigning or rejecting multiple referrals
Merative Integrated Care
You can now select multiple (up to a maximum of 25) unassigned clients referrals and, in one step, assign the referrals to a care team member that fulfills the primary care team role. For inactive client referrals, in a single action, you can reactivate clients and assign their referral to yourself or to another care team member that fulfills the primary care team role. You will be also able to reject multiple referrals, and specify a rejection reason for all the selected referrals.
Reassign multiple referrals to another primary care team user
Merative Integrated Care
You can now reassign multiple unassigned client referrals to another care team member who is fulfilling the primary care team role.
Configuring external system references
Merative Integrated Care
So that an external system can identify the origin of a note when the note is shared with it from Merative Integrated Care, there is now a validation to ensure that you configure the External System Reference when you are configuring a shared Note Type.
Configuring Source and Original Source
Merative Integrated Care
The library of data types available on Source Systems page is now updated to include Goals, Actions and default non-configured client data types. You can associate Sources and Original Source Systems with the newly added data types.
Merative Integrated Care
You can now show or hide configured alerts types. You can see if an alert is configured to be shown or hidden. You can now also reorder the alert types so that the alerts that are most relevant to your organization display first.
What's new for security administrators
Merative Integrated Care
Currently, you can manage access to personal health data with data access groups. This feature is now updated. You can create Data Access Groups that contain other Data Access Groups. When you add a group to a data access group, users in the data access group can access the personal health data of all clients in the child group.
For example, you might create a group called Hospital and populate the group with clients using the Group Rule.
Then, you can add all the existing hospital department groups to the Hospital group.
For example, you might create a parent data access group called Hospital and create child data access groups for each department in the hospital. If you add all the department groups to the Hospital group, the Hospital group is populated with groups of clients from each department using the Group Rule as the criteria. The Hospital group contains all existing Merative Integrated Care clients who were members of the department groups that were added to the Hospital group.
Merative Integrated Care users that you add to the Hospital group are able to access all the clients in the child department groups.
When a department group is updated, the updates are automatically reflected in the Hospital group.
Reporting education and documentation
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 better understand the folder design and relationships when you are designing reports:
- Client Actions
- Goals
- Referrals
- Individuals Not In Programs
- Individuals
What's new for integrations and APIs
Updated APIs
Merative Integrated Care
- So that users of external applications can understand where the note or touchpoint originated, the outbound Notes and Touchpoints API is updated to include Source and Original Source System values. The external system can also identify the Note Type from the corresponding External System Reference code.
- The Identification API is updated so that external systems can now identify the Source and Original Source System of an Identification record solely by its external system reference.
- The Register Client API is updated so that when a client registration record is received from an external system, its Source and Original Source System are identified by the External System Reference and no longer by a string value. The administrator must configure the External System Reference value.
Care Plan API
Merative Integrated Care
In addition to being able to download a Share Care Plan, care team members can now send a Share Care Plan PDF to an external party using the new Share Care Plan API. The care team member can indicate who the intended audience is for the PDF and can also add a note when sending the Share Care Plan PDF.
Usability updates
Connect Providers
To improve your user experience when you use Connect, the following updates are available:
- Clearer messaging to let you know that when a service is rejected, the rejection comment is from a reviewer.
Merative Integrated Care
- When you print a completed questionnaire that includes radio button answer types, the answer that was selected for the radio buttons is not displaying on the printed version or on the print preview. (238128, TS001475362)
- The drop down list of States does not include all US territories. (237566, TS001364702)
- The fields in the New Note page are not aligned correctly. (237562)
- If the Confirm Location link is clicked by a care team member when registering a client address or by an administrator when registering a provider address, Google maps does not load. However, you do not need to confirm the location to save the client or provider information. (237730)
- When a document is attached to a Client’s Consent Record and the Consent Record is in the Received status, the Delete row level action for the attachment is disabled. (237185)
- If you are using the Chrome browser to sign up to receive payments via PayPal, when you complete the sign up steps in PayPal the browser hangs instead of confirming that the sign up is complete and returning you to Connect. If this issue occurs, refresh the browse page. (236522)
- 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)
- When a task is created by a care team member, this task is displayed on the week view of the calendar, but it does not display on the day view.(237523, TS000964057)
- 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)
Merative Integrated Care Connect Individuals
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
- If the security administrator changes a user’s security role, the user is not able to sign in to Merative Integrated Care and the error message ‘You do not have the access rights to perform the selected operation’ 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 instead. If you have encountered this issue and a user’s security role has been changed, for example, from Care Team to Supervisor, and the user can no longer sign in to Merative Integrated Care, revert the user to their original role of Care Team and the user will be able to sign in again. (239979)
- For instances of Merative Integrated Care with a US time zone set, overdue tasks are not appearing in the Overdue Tasks list. However, the overdue tasks appear on the calendar. (239730)
- The Recent Items list is not displaying correctly, It is displaying page names opened for clients instead of the client names. (237597, TS001530643)
- Registering clients from an integrated system using the Client Registration API fails if the State address attribute is set to one of the US inhabited territories. As a workaround, manually register clients who have addresses in one of the US inhabited territories. (239394)
- The automatic addition of clients to data access groups based on specified date criteria, for example, date of birth, is not working. Users who have access to the data group are not able to access clients that meet the criteria. As a workaround, use non-date criteria to add clients to data access groups. (237365)
- If your administrator updates a Notes type from editable to non-editable, notes of this type that are in the status Draft or Ready for Review Notes should be updated to a status of Final when a care team member tries to edit. However, the status is not updating to Final when the Note type is updated from editable to non-editable and care team members are still able to edit notes of this type that are in Draft or Ready for Review status. (239011)
- In the Care Team Actions page, if you edit an action and then expand the details of the action and edit it again, an error might display when you save your changes. However, your changes are saved. (237402)
- Overdue Tasks are displaying in the Due Tasks view of the Calendar and also display when filtering for tasks due today. (237015)
- 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
- 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
- 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
- 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: November 2018