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Modified date:
17 September 2020
Merative ™ Integrated Care Release Notes September 2020
Release Notes
Abstract
Merative Integrated Care September 2020 Release Notes
Content
What's new for integrations and APIs
Welcome to the September 2020 release of Merative Integrated Care. Care teams can now send and receive messages from their clients that are sent from the client's Connect Individuals application (if licensed). Administrators can now configure client data by using new application pages as the Client Data Editor is now removed. In addition, there are updates to Reporting.
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 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.
Signing in with your organization's identity provider
Merative Integrated Care Reporting
Existing customers can now request that Merative Integrated Care and the Reporting application integrate with their third-party identity provider. This means that your organization's identity provider will authenticate user access to both applications instead of authentication through Merative's default identity provider, IBM App ID.
In addition, customers can now automatically onboard users from their identity provider to Merative Integrated Care through a new API. The required Merative Copyright notice, which is not visible on the sign in page when users sign in with your identity provider, is displayed to signed in users every 30 days. To request this integration, please submit a case on the Merative Support Portal.
Sending messages to clients
Merative Integrated Care
So that your clients can contact you and other members of the care team if they have questions or issues related to their care plan, they can now send you messages from their Connect Individuals application. If you have unread messages from your clients, Merative Integrated Care notifies you. You can manage your message notifications, send new message to clients, and filter the list of messages between a single client and their care team.
Use of the messaging feature is subject to new terms of use that are referenced on the messaging page. The terms of use are available here in the Merative Integrated Care product documentation.
Prefilled answers for assessments and questionnaires
Merative Integrated Care
So that you can complete assessments and questionnaires more efficiently and with fewer clicks, assessment and questionnaire answers are now prefilled with the client's previous responses (if configured by your Administrator). Note: Answers are only prefilled based on your Administrator's configuration for the appropriate level of answer prefilling.
Viewing preferred client identifications
Merative Integrated Care
So that you can easily see a client's preferred identification for communications, you no longer need to specify the preferred identification for each client. Your administrator can now configure a default preferred identification for all clients as an alternative to you manually specifying this for each client. If configured, the client's preferred identification is shown on the client context pane, the share care plan PDF, and the assessments and questionnaire PDFs.
Summary card refresh
Merative Integrated Care
Previously not all cards on the client's summary page automatically refreshed when the data that populates them was created, edited, or deleted. When you update the related data from any location in the Care Manager application, its corresponding summary card now automatically refreshes based on your changes.
Enabling client messaging
Merative Integrated Care
By default, the messaging feature is disabled. You can enable messaging so that care teams and clients can use it. Clients must have an active Connect Individuals user account to receive messages and for care teams to send messages to clients. Use of the messaging feature is subject to new terms of use that are referenced on the messaging page. The terms of use are available here in the Merative Integrated Care product documentation.
Configuring client data
Merative Integrated Care
Adobe® will end support of Flash Player on December 31 2020. This means that the Client Data Editor, which is built on Adobe Flash is now removed and you can configure client data by using new application pages. Your existing client data configurations are not impacted. However, to make changes to existing client data types or to configure new client data types, you must use the new pages.
Subscribing to assessment notifications
Merative Integrated Care
So that integrated external systems can receive notifications when care teams complete client assessments in Merative Integrated Care, you can now subscribe them to assessment notifications. Merative Integrated Care sends a notification to the external system about the update (via webhooks). Integrators can retrieve the latest version of the data by using the Assessments API.
Configuring prefilled assessments and questionnaires
Merative Integrated Care
So that you can configure the appropriate level of answer prefilling for your organization's assessments and questionnaires, you can now configure prefill for assessments, questionnaires, and for individual questions in an assessment or questionnaire.
Configuring preferred identifications
Merative Integrated Care
You can now configure a specific identification type as the preferred identification for all clients. If no other identification is set as a client's preferred identification by a care team member, the configured preferred identification type is used when recorded for clients.
Configuring automatically generated tasks due today
Merative Integrated Care
To help care team members to identify which tasks they need to work on today, the calculation that Merative Integrated Care uses to determine the due date for configured tasks that are automatically added is now updated. If you set the Due Date (Days) field for a configured task to 0, the auto-generated task's due date is automatically set to the current business date.
Ability to report on multiple workspaces
Reporting
So that you can create a report for a user with multiple workspaces, the user’s table in the Individuals, Touchpoints, Notes and Tasks folders is now updated to include a Workspaces data item. This contains all of the user’s assigned workspaces including their default workspace.
Assigning multiple security roles to users
Reporting
So that you can create reporting content for your organization and manage user access to the content, you can now assign both the Merative Integrated Care Super User role and the Merative Integrated Care Security role to a single user account. Previously, if you wanted to assign multiple security roles to a user, that user needed to have a separate account for each role assignment with a different email address for each.
Important: the Merative Integrated Care Super User role and the Merative Integrated Care Security roles are the only combination of roles that you can assign to a single user account.
Sending messages to your care team
Connect Individuals
So that you can contact your care team if you have questions or issues related to your care plan, you can now send messages to your care team from your Connect Individuals application. You are notified by email when you receive new messages from your care team. If you have unread messages, you do not receive additional email notifications. You can turn off email notifications at any time in your account settings.
Use of the messaging feature is subject to new terms of use that are referenced on the messaging page. The terms of use are available here in the Merative Integrated Care product documentation.
What's new for integrations and APIs
Updated Assessments API
Merative Integrated Care
- Assessments API - The assessments API is now updated so that external systems can retrieve completed client assessments that are shared in Merative Integrated Care. When the assessment is retrieved by an external system through the API, users of the external system can view the assessment records and have a complete view of the client’s context.
New Federated Users API
Merative Integrated Care
- Federated Users API - A new API is now available to allow integrators to automatically onboard federated users to Merative Integrated Care from a third-party identity provider external to Merative. When the users are received through the API, their access to Merative Integrated Care and the Reporting application is authenticated by your organization's identity provider.
Merative Integrated Care
- When you edit height, weight, or waist circumference client data records that were entered in imperial measurement units (pounds or inches), the value displayed on the edit page is incorrect. (262621)
- If you are a security administrator and you try to suspend another security administrator's account, a message displays saying 'You are the only user with security administrator access.' This issue occurs when no users have their default workspace set to Security Administrator. (263338, INC2636813)
Reporting
- The note text for touchpoints with a status of draft, ready for review, or discarded is not displayed in reports. (263940)
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)
- When selecting to show or hide a source or original source system in the Administration workspace, in some instances, an incorrect error message with invalid codes is displayed. Ignore this message and continue to show or hide the selected value. (261380)
- If you assign a program when you assign a referral in the Care Team workspace, and you are not on the client's care team, an error message saying 'You don't have access to the client' is displayed. To avoid this issue, assign the program after you assign the referral. (262377)
- When care teams download a client share care Plan PDF that includes more than 150 configured client data records, a timeout error message is displayed. To avoid this issue, configure the Share Care Plan template to print a maximum of 150 configured client data type records. Configure fewer client data versions to show or adjust the number of display records to accommodate no more than 150 configured client data type records. (262352)
- If a client data type is activated for the first time with an effective from date in the future, an error is displayed on the client's Data page. To avoid this, create your client data types on the date they are effective from, so the date isn't in the future. (262482)
- If you edit a date data attribute for a client data type, and select Current Date Comparison, then Custom Message, and enter an incorrect message ID, the custom message fields are no longer visible. To see the fields, select None, then re-select Current Date Comparison and Custom Message. (264393)
- When you configure a client data attribute to not use the default value, the value is still visible to care team members. As a workaround, care team members can delete the default value and enter another value. (263255)
- When you configure an information message for a client data type cluster, the message is displayed twice. To avoid this, you can add a description to the data cluster instead of an information message. The description displays to care team members below the cluster title. (263229)
- When adding or editing a data attribute of type Boolean or Date, for a client data type, you must click Save twice to save the record. (262898)
- If you configure the data access policy to Open Access, an incorrect message is displayed to a care team member when they try to remove themselves from the client's care team. The care team member can ignore this message. When they remove themselves from the care team, they are not redirected to the home page and can continue to access the client. (26453
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)
- If you create a report that contains height data, measurement time data is not displayed. (250238)
Assessment and questionnaire data is directly linked to each client. When you create a report that contains assessment or questionnaire data, and program data, the assessment or questionnaire data is displayed for all programs to which the client is assigned. This behavior occurs regardless of whether the program contains that particular assessment or questionnaire content. (261299) - When you create assessment and questionnaires reports and include Assessments by Program data items or Questionnaires by Program Name data items, no data is displayed. (INC2413936, 261278)
- When SSO is enabled, if you sign out of the reporting application, you are automatically signed back in. If you experience this issue, sign out of the Merative Integrated Care application, then sign out of the reporting application. (263876)
- The help icon is not displayed when you log in to the reporting application. To see the help icon, click the area to the right of the user icon in the application toolbar. The help icon becomes available. (263869)
- When you try to run the Clients Receiving Care report, an error message is displayed. (264350)
Connect 360
- If you register a client in Merative Integrated Care, 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 Merative Integrated Care 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 Merative Integrated Care clients. The message displays only when the client you searched for was originally registered in Merative Integrated Care 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 Service 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: September 2020