Merative Integrated Care Release Notes October 2019
Release Notes
Abstract
Merative Integrated Care October 2019 Release Notes
Content
What's new for all users
What's new for care teams
What's new for supervisors
What's new for reporting
Welcome to the October 2019 release of Merative Integrated Care. This release introduces Single Sign-On (SSO) and additional data folders are available in the Reporting application for the purposes of building reports. 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.
- 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.
Introducing Single Sign-On (SSO)
Merative Integrated Care
So that you do not need to enter your credentials each time you sign in to Merative Integrated Care and the Reporting application, SSO is now available on customer request for all users except for users of the Connect applications.
If SSO is enabled for your organization, assuming you have access and you are already signed into a Merative Integrated Care application, when you click the link for another application, such as Reporting, you are now logged directly in to that application. Alternatively, if you are already signed in to the Reporting application, and you click the link for a Merative Integrated Care application, you are now logged directly into the Merative Integrated Care application.
Note: To request that SSO be enabled for your organization, customers must submit a case on the Merative Support portal.
Enhanced Unassigned Referrals and Unassigned Clients lists
Merative Integrated Care
So that you can select all records listed on the page at the column level, the Unassigned Referrals, and Unassigned Clients lists are now updated. A maximum of 25 records are displayed per page when the total number of records exceeds 25.
Enhanced Unassigned Referrals and Unassigned Clients lists
Merative Integrated Care
So that you can select all records listed on the page at the column level, the Unassigned Referrals, and Unassigned Clients lists are now updated. A maximum of 25 records are displayed per page when the total number of records exceeds 25.
Additional data folders
Reporting
Customers will see these changes after their Reporting application is updated during November 2019. So that you can create reports based on client referrals and information that is captured in respect of configured client data, the following data folders are now available in the Reporting application:
- Referrals
- Custom Client data
For more information about these data folders, see Merative Integrated Care data in the product documentation.
Merative Integrated Care
- By default, Merative Integrated Care uses cookies to improve your user experience. When signing in for the first time, your cookie options are not automatically displayed. To prevent cookies from being stored, select Cookie Preferences from the menu next to your name on the menu bar. (252480)
- Do not use the Configuration Clone pages in the Administrator workspace. The feature is incorrectly enabled and is not intended for use. (251219).
- If you click the Onboard Third-Party SSO User link in the Security Administrator workspace, an error displays. (250276)
- When you add a user to an organization unit, if you search for a user with multiple assigned workspaces, the user is not returned in the search results unless you search for the user’s default workspace. The user should be returned if you search for any of their workspaces. (243934)
- If your access to a client was removed before the monthly update of Merative Integrated Care, and you request emergency access after Merative Integrated Care is updated and try to view the client’s care team, an error message displays. (252247)
- When you reset your password, instead of a right curly bracket (}) the characters \u007D are incorrectly displayed in the password rules message. (252023)
Reporting
- Questionnaire reports do not always display the latest answers to conditional questions. This issue occurs if a care manager saves a draft questionnaire that contains answers to conditional questions and later changes the answers to the questions. To avoid this issue, the care manager must complete the questionnaire without saving. (249005, TS002362802)
- Duplicate rows display when you create a report that contains care team actions. (247753)
Merative Integrated Care Connect Providers
- When onboarding, if you double-click Continue when confirming your secret code, a misleading error message displays. The message indicates that there was an issue checking your identity and instructs you to try again or contact your care for help. Ignore this message. Merative Integrated Care confirms your secret code and sends you an email with the subject “WHC password change” that allows you to set a password to complete the onboarding process. (249825)
- When you receive an email from Merative Integrated Care in relation to an enquiry and click on a URL in the email, an error message displays. To see the enquiry, sign in to the Connect Provider application and go to the Enquiries page. (249159)
- When you view the terms and conditions and click either of the two country-specific (U.K. and U.S) links, the Merative Cloud Services Agreement for that country should open. Instead, an error message displays. As a workaround, to view the agreement for your country, go to this link: Cloud Services Agreement and select the name of your country. (246590)
- 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)
Merative Integrated Care Connect Individuals
- When onboarding, if you double-click Continue when confirming your date of birth, a misleading error message displays. The message says there was an issue checking your identity and instructs you to try again or contact your care for help. Ignore this message. Merative Integrated Care confirms your secret code and sends you an email with the subject “WHC password change” that allows you to set a password and complete the onboarding process. (249825)
- The Search button does not work when you attempt to find services. To search for a service, press Enter on your keyboard after you enter the name of the service in the Search for field. (250890)
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)
- 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 Connect360 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)
- 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)
- 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. (253425, (INC1194410)
- 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)
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 Tech Note.
- 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 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)
- 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 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. (248486, 248483, 248444, 248440, 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 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)
- 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)
- 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)
- 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)
- 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: October 2019