Merative ™ Integrated Care Release Notes November 2019

 

 

Release Notes

 

 

Abstract

 

Merative Integrated Care November 2019 Release Notes

 

 

Content

 

Introduction
What's new for care teams
What's new for administrators
What's new for reporting

What's new for integrations and APIs

What's new for providers

What's new for individuals
Resolved issues
Known issues

Notices

 

 

Introduction

 

Welcome to the November 2019 release of Merative Integrated Care. This release introduces the ability to sort certain client data records by date for care teams and new data folders will be available in the Reporting application. Administrators can now subscribe external systems to notifications about data updates that occur in Merative Integrated Care.

 

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.
• 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.
• Connect 360 - these items apply to customers who are integrated with the IBM Health and Human Services Connect 360 application.

 

 

What's new for care teams

 

Sorting client data by date

Merative Integrated Care

 

In response to your feedback, so that you can easily sort client data based on the record start date, you can now sort laboratory test, condition, and allergy records by the Date column on the relevant list pages.

 

What's new for administrators

 

Subscribing to data type notifications

 

Merative Integrated Care

 

So that external systems can receive notifications when care teams update data in Merative Integrated Care, on customer request, you can now configure subscribers and subscribe them to notifications.

 

For example, if an external system is subscribed to notifications for the Program data type, and the care team updates a client’s program status, Merative Integrated Care will send a notification to the external system about the update (via webhooks). Integrators can retrieve the latest version of the data by using a suitable Merative Integrated Care API so that users of the external system can see the updated program status.

 

Note: To request that notifications about data updates be enabled for your organization, customers must submit a case on the Merative Support portal.

 

 

What's new for reporting

 

Additional Services data folder

Reporting

 

So that you can create reports based on services that are provided to clients, a Services data folder is now available in the Reporting application.

 

For more information, see Services and providers data in the Product documentation.

 

New data available

Reporting

 

So that you can report on clients who were registered in a specific time period, new data items are now available in the Individual Demographics data set. When you create custom reports, these new data items enable you to include a client’s Registration Date and the details of the user who registered the client. The data items are available in the Individual Demographics data set in the following folders:

 

• Individuals
• Clinical Data
• Tasks
• Assessment and Questionnaires
• Custom Client Data
• Goals
• Client Actions
• Care Team Actions
• Touchpoints
• Notes
• Referrals
• Services

 

Improved email address display based on type

Reporting

 

Previously, if you included email address data in custom reports, and no address was set as a client’s preferred email, the most recently recorded email address was shown regardless of the email address type. The email address shown in the report is now based on the email address type. If there is no preferred email address, the client’s most recent personal email address is shown. If there are no personal emails, the most recent business email address is shown. If no business email exists, the most recent other email address is shown.

 

Note: Existing customer reports that include multiple email addresses may now show different email addresses based on the new display logic.

 

 

What's new for integrations and APIs

 

Usability improvement to the Virtual Client Record

 

Connect 360

 

• So that you have an improved view of information on a client’s Virtual Client Record, some information is now presented in a table when you expand a category or a subcategory.

 

Updates to APIs

 

Merative Integrated Care

 

• Configured Client Data API – You can now use this API to retrieve updates to configured client data that the external system is subscribed to in the Administration workspace. Subscribed external systems are notified of the updates when they occur and can call back to Merative Integrated Care and retrieve the updated records. The records are sent through the API to the external system so that external system users who do not have access to Merative Integrated Care, but are involved in the client’s care can view the records and have a more complete view of the client’s context.

Resolved issues

 

Merative Integrated Care

 

• Do not create goals from the plan workspace. There is an issue with the display of sources (if configured) when editing goals that are created from a plan. To avoid this issue, only create goals from the Goals list page. Note: This issue is now resolved for new goals that are created from the plan. For existing goals that were created before this monthly update of Merative Integrated Care, ensure that the relevant sources for the goal are configured in Administration so that care teams can edit the goal source. (253425, INC1194410)
• The following issue affects some but not all customers integrated with Connect 360. Customers affected have been contacted. If you have not been contacted about this issue, it does not apply to your set-up. Extended client search to Connect 360 does not work correctly for some customers in certain circumstances. When searching Connect360 for a client by their email address, phone number, or external system reference identification type only, the client is not returned in the search results. As a workaround, provide extra search criteria when you search for a client like Name, Date of Birth, or SSN (Last four digits). (253560, INC1231715)

 

Reporting

 

• When an email address, phone number, or address record is deleted in the Care Team application, it incorrectly displays in existing reports until a new client data record of the same type is created or updated. (248483, 248440, 248486)

 

Merative Integrated Care Connect Providers

 

• At the end of your business day, if you do not close the browser tab that the Connect application is running in, then you return to the browser tab more than 12 hours later and try to log in, an error message displays. To sign in, open the URL for the Connect application and log in as normal. The Connect URL is provided in the email sent to you by your organization when you set up your account for the first time, and you may have previously bookmarked it. To avoid this issue, ensure that you always close the browser tab that Connect is open in at the end of your business day. (249292)

 

Merative Integrated Care Connect Individuals

 

• At the end of your business day, if you do not close the browser tab that the Connect application is running in, then you return to the browser tab more than 12 hours later and try to log in, an error message displays. To sign in, open the URL for the Connect application and log in as normal. The Connect URL is provided in the email sent to you by your organization when you set up your account for the first time and you may have previously bookmarked it. To avoid this issue, at the end of your business day, ensure that you always close the browser tab that Connect is open in. (249292)

 

 

Known Issues

 

Merative Integrated Care

 

• If organization units are turned on, when adding a user to an organization, an 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).
• If you register a client in Merative Integrated Care, and Merative Integrated Care is integrated with Connect360, Connect360 checks for a match. If no match is found, the client is automatically registered 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)
• 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)
• 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)
• When you edit a user in the Security Administrator workspace, if you deselect the Care Team workspace, a message about sensitive notes displays. Ignore this message as it does not prevent you from completing the action. (254377)
• If you assign a client to yourself, then remove yourself from their care team and reassign them to another care team member or back to you, an incorrect message displays. The message indicates that the client is already assigned. If you experience this issue, add the care team member to the client from the client’s Summary page or from the care team tab. (254426, INC1356427)
• If you reject a client referral and try to reassign the client, an incorrect message displays that indicates that the client is already assigned. (254732, INC13456427)
• As a care manager, if you expand an inactive client’s referral on the Unassigned Referrals list, a message displays that indicates you do not have access to the client. (253781)

 

User experience issues when signing in

 

When signing in to Merative Integrated Care, you might experience the following issues:

 

• If multi-factor authentication is enabled, you cannot refresh the Multi-Factor Authentication page URL if you highlight it and press Enter. If you do this, an error message displays. As a workaround, use your browser Back button to return to the login page and restart the login process. (245062)
• When you click the Merative Integrated Care URL, the Merative Integrated Care sign in page opens. If you bookmark this URL or the URL for any other page in Merative Integrated Care, the bookmark will not work. To avoid this issue, only bookmark the application URL that is communicated to you by your organization. To do this, open your Bookmarks library in your preferred browser. Then, create a new bookmark by copying and pasting the URL for the Merative Integrated Care application that was communicated to you by your organization. For steps to correctly create a bookmark for the Merative Integrated Care URL in your browser, see this Merative Support Technote. 
• If you open your Merative Integrated Care URL and do not sign in, the sign in page expires after 30 minutes. If you return to the expired page after 12 hours and attempt to sign in by entering your credentials, an error message displays. To sign in, reopen your application URL in a new tab and log in as normal. (252906)

 

Reporting

 

• When you create a report that contains client actions data, progress values for the client actions do not display. (248753)
• If you create a report that contains notes and notes comments data, an error displays. (250109)
• 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 notes data, the report shows notes only 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)
• When you create a goals report that contains barrier data, the barrier data does not display in the report. (248752)
• Identification type names received from systems integrated with Merative Integrated Care (via an API) incorrectly display in reports as EMR Identification Type. The correct identification type names, as received via the API, are visible on the Identifications page in the Care Team workspace. (245168)
• 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)
• When a vitals or identification client data type record is deleted in the Care Team application, it incorrectly displays in existing reports until a new client data record of the same type is created or updated. (248444, 248421)
• When a care manager updates a clinical data or vitals data record in the care team application, instead of the record updating in existing reports, a new record incorrectly displays.(248438)
• Do not save custom reports or dashboards in the Team content -> Merative Integrated Care folder. If you do this, your content will be deleted with the next monthly update of Reporting. To avoid this issue, save your content in a child folder of Team content, or in the My content folder or its child folders. (249596)

 

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

 

• If you close your Connect account, a message displays to confirm that your account is closed. If you open the Connect URL in the same browser tab and attempt to log in with different credentials, the same message displays. To sign in as a different user, clear your browser cache before you open the Connect URL and log in as normal. (248112)
• If you open your Connect URL and do not sign in, the sign-in page expires after 30 minutes. If you return to the expired page after 12 hours and attempt to sign in by entering your credentials, an error message displays. To sign in, reopen your Connect URL in a new tab and log in as normal. (252906)

 

Merative Integrated Care Connect Individuals

 

• If you close your Connect account, a message displays to confirm that your account is closed. If open the Connect URL in the same browser tab and attempt to log in with different credentials, the same message displays. To login as a different user, clear your browser cache before you open the Connect URL and log in as normal. (248112)
• The subject line of the Password Set or Reset email that Merative Integrated Care sends to Connect users does not display the client’s name. Instead of the client’s name, the client’s email address displays in the subject of the email. In addition, the client’s name does not appear in the body of the Password Set or Reset and Password confirmation emails. (250881, 249833)
• If you open your Connect URL and do not sign in, the sign in page expires after 30 minutes. If you return to the expired page after 12 hours and attempt to sign in by entering your credentials, an error message displays. To sign in, reopen your Connect URL in a new tab and log in as normal. (252906)

 

 

Document Information

 

Date of submission for approval: November 2019