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Modified date:
04 June 2020
Merative ™ Integrated Care Release Notes September 2018
Release Notes
Abstract
Merative Integrated Care September 2018 Release Notes
Content
Introduction
What's new for care teams
What's new for supervisors
What's new for administrators
What's new for reporting
Updates to integrations and external systems
What's new for individuals
Resolved issues
Known issues
Welcome to the September 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 Carecustomers.
- Reporting - these items apply to all Merative Integrated Care customers that use Merative Integrated Care Reporting.
- Providers enabled - 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.
Viewing more information for care teams
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 tooltip on the following pages:
- Alerts
- Team Tasks
- My Tasks
Recording the source and original source for referrals
Merative Integrated Care
So that you can identify if a client referral was received from a care team in Merative Integrated Care or received from an external system, you can now specify the Source and Original Source System values for the Referral.
Merative Integrated Care
So that you can identify if a client referral was received from a care team in Merative Integrated Careor received from an external system, you can now specify the Source and Original Source System values for the Referral.
Recording the source and original source for a score-only assessment
Merative Integrated Care
So that you can identify if a client referral was received from a care team in Merative Integrated Care or received from an external system, you can now specify the Source and Original Source System values for the Referral.
Recording the source and original source for alerts
Merative Integrated Care
So that you can identify if an alert was created by the care team in Merative Integrated Care, or received from an external system, you can now specify the source and the original source system values for an alert.
Receiving alerts when a client's date of death is recorded in an external system
Merative Integrated Care
So that the care team are aware of a client’s death and can take any appropriate action, an alert is now automatically generated and visible to a client’s care team members when the client’s date of death is received from an external system that is integrated with Merative Integrated Care. Alerts are also received if the client’s date of death is modified or deleted in the integrated system
Usability updates for payments
Merative Integrated Care Community Service Payment Connect Providers
So that you can better focus on the payments that interest you, we reviewed and improved the filters on the Payment History list.
To prompt you to enter an end date that means the provider is paid in full when you are closing services or updating closed services with ongoing 2 weekly or 4 weekly payments, the informational messaging is now improved.
Merative Integrated Care
So that you can uniquely identify a deleted client and undo the deletion, you can now search the list of deleted clients.
Viewing the source and original source of client referrals
Merative Integrated Care
So that you can identify if a client referral was received from a care team in Merative Integrated Care or received from an external system, you can now view the Source and Original Source System values for the Referral
Merative Integrated Care
So that you can further focus on referrals that interest you, you can now filter the following Referrals lists based on source, original source system, and suggested program:
- Unassigned Referrals
- Assigned Referrals
Configuring source and original source systems
Merative Integrated Care
So that a care team member who is recording alerts, score-only assessments, and referrals can record the original system that the data was captured in, you can now configure a list of source and original source systems for the team member to choose from.
Reporting education and documentation
Reporting
To help you getting started with Merative Integrated Care Reporting, frequently asked questions about Reporting are now available in the product documentation.
Updates to integrations and external systems
Merative Integrated Care
- You can now register new clients along with their demographic date, contact information, and identification information, in Merative Integrated Care from an externally integrated system. When the client’s demographic data, contact information, or identification information, is updated in the external system, the updates are shared with Merative Integrated Care.
- So that you can receive referrals for a client that is registered in Merative Integrated Care along with a suggested program for that client, a new API is available with Merative Integrated Care.
What's new for service providers
Updated terms and conditions
Connect Providers
The terms and conditions for using Connect are updated. When you sign in to Connect, the updated terms and conditions display, continuing to use Connect indicates acceptance of the updated terms and conditions.
Whenever the terms and conditions change, you are informed of the updates in-app. Continuing to use Connect indicates acceptance of the updated terms and conditions. If you do not accept the updated terms and conditions, you can close your account.
Usability improvements
Connect Providers
To improve your user experience, the following updates are now available:
- Improved messaging to help you get started with using the Connect application.
- By default, the Services page lists your most recently added services firs
Editing the expiry date of a sent offer
Connect Providers
You can now edit the expiry date on a sent offer, so that a care team member can have more time to consider accepting it.
In-app terms and conditions
Connect Individuals
To reduce the onboarding time to Connect Individuals and dispense with having to track paper-based acceptance of terms and conditions, individuals can now accept or decline terms and conditions in-app.
Merative Integrated Care
- Conditional questions in an assessment or questionnaire that are configured to be conditionally displayed when a check box is checked are not displaying when the condition is met. (235151, TS001275719)
- In the supervisor application, an error message displays when you click the number of clients enrolled in a particular program on the Enrollment Status card. (229035, TS000170630)
- When you register a client in instances of Merative Integrated Care with organization units enabled, if you click ‘Back’ in the Client Registration wizard, the information that you entered in the previous wizard screens disappears and must be reentered. (234385)
- If you use budgets, updating the end date of a closed service to a later date can lead to a budget overspend. To avoid this issue, if you are updating the end date of a closed service, ensure that you reopen the associated budget. (232152)
Merative Integrated Care Connect Providers
- When a provider makes an offer to provider a service, the expected start date and the offer expiry date are displaying incorrectly in both the Connect application and Merative Integrated Care. The displayed date is 1 day before the date entered by the provider, for example, the provider enters an expected start date of 12 July 2018, then the date displayed is 11 July 2018. (232319)
Merative Integrated Care
- If you add a Risk to the Risk summary card, the card might not refresh automatically with the added risk. Refresh the card manually if this occurs. (235446)
- A timeout error might occur when the administrator is trying to add a new conditional question to a questionnaire. To avoid this issue, avoid adding more than 80 conditional questions to a questionnaire. (235186, TS001135337, TS000991724)
- When an original source system value is created and associated with any data type, an error displays when the administrator views the expanded view of the data type on the Source Systems Data Types list page. To avoid this error, the original source system can be configured for the date types by opening the Edit data type page from the Source Systems Data Types list page. To resolve the error, you can open the Edit page for the original source system, and save it with the selected data types. (235513)
- When you are creating a questionnaire, if you are editing a Goal Suggestion so that an action is automatically added to the goal, when you save the goal suggestion, the page does not close and the Suggestion page opens incorrectly. However, the details entered are saved. (235490)
- If a task was created by one user and updated by another user, when you click the name of the user that updated the task so that you can see that user’s details, the details of the user that created the task are shown instead. (235295)
- When you navigate to the Care Team page from the tooltip on a care team member’s name on the Task page, the Task page does not close. (235215)
- On the Task page, when you open the tooltip on a care team role name on a task that is assigned to a care team role, an error displays. (235210)
- When you filter medication records, records with no start date are not filtered correctly. (234428)
- An error message displays if you deactivate a 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)
- For systems integrated with EPM, the alert triggered when EPM returns Risk Scores to Merative Integrated Care might 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 might 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 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)
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. (22439)
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)
- The onboarding emails sent to 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)
Connect Individuals
- The onboarding emails sent to 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: September 2018