Knowledge base » Release Notes - EpiSoft/CareZone » 25/07/17 Release Notes (Admin)
25/07/17 Release Notes (Admin)
Release notes (admin)
Performance enhancements
1. Patient save - should be much faster. This page was previously performing complex matching checks for some sites but we were finding it was affecting sites not requiring these matching routines. These checks have been removed and will be later reinstated as a background process not affecting users saving patient record so your patient save function should now be a lot quicker.
2. Date range checking on reports
We have found that some of the reports with date range checks were running an inefficient way of date range checking that caused reports to load slower. We have implemented changes to date range checker to speed up the rendering of reports on the following:
All billed items activity (by invoice date or service date)
All billed Outstanding
All billed receipts
HCP, PHDB, ISC, Inpatient Statistical Collection
Please let us know if these are rendering more quickly. We will be working our way through all reports with a date range filter over the next couple of releases.
Appointment management layout - minor changes
We have added a new flag on the Patient record to set preferred phone number and only now displaying one on the Appointment Management list. We have made a few more minor changes to save space on this page for our sites working on smaller screens/devices.
If you don't set the preferred number field on the patient demographic page, it will display in mobile, home and work number order.
If you are using the EpiSoft ID as the MRN and do not wish the blank MRN field to display, please let us know and we can remove that column from the Appointment Management list for your site to save some more real estate.
For mobile workforce, we can now optionally publish the patient address to the Appointment Management page. This is set as an organisation preference so it will affect all users in your org.
New patient (yellow hair person)
With the implementation of V2 of the protocol module, this flag was not setting in the protocol page and hence the icon was not showing for New Protocol (new at the location was fine). It should now be showing in either case. You may have to re-save the New Protocol page to correct patient records that are still not displaying this icon.
Changes to mandatory reporting for admissions from 1 July
New changes to HCP, PHDP and Qld Inpatient statistical collection effective from July 1 are now in place. If you run reports for last financial year, the version will reflect last FY and vice versa.
Patient merge - issues with some records
There were problems merging patients with a patient-level infection alert or a summary alert in the Private Notes. This has been resolved.
Billing updates - new reports
We now have 2 new reports for sites to track possible unbilled visits. These are Visits with no Account and Accounts with no Invoice. These can be run for a date range to identify potential unbilled services. We will set up access to these new reports for admin and accounting staff in the billing sites. Not all visits e.g. file notes etc may require billing so this first report may result in a number of records that are not actually an issue.
Note that the Accounts with no Invoice is providing you visibility of any account without an active invoice so if a user has reversed an invoice but failed to generate a new one, this report will pick those up as well as accounts that have never had an invoice.
Billing updates - tracking payment changes with additional info.
You can now add a comment to a payment that will show on the billing tab and also on the Billed Services - Receipts report
You can also record a shortcut reason for reversal via a radio button and also an optional text description.
Referrer details on printed invoice
One of the sites had issues with displaying this info on printed invoice. This was a configuration issue so just a reminder that if referrer is required on the printed invoice, at least one of the service items must be ticked with "Referral required" on the contract and also a referral associated with the visit.
Admission coding form
Selecting a disease with an apostrophe was causing problems e.g. Paget's Disease - the apostrophe was causing issues when trying to save the selected disease. This issue has been resolved.
Performance enhancements
1. Patient save - should be much faster. This page was previously performing complex matching checks for some sites but we were finding it was affecting sites not requiring these matching routines. These checks have been removed and will be later reinstated as a background process not affecting users saving patient record so your patient save function should now be a lot quicker.
2. Date range checking on reports
We have found that some of the reports with date range checks were running an inefficient way of date range checking that caused reports to load slower. We have implemented changes to date range checker to speed up the rendering of reports on the following:
All billed items activity (by invoice date or service date)
All billed Outstanding
All billed receipts
HCP, PHDB, ISC, Inpatient Statistical Collection
Please let us know if these are rendering more quickly. We will be working our way through all reports with a date range filter over the next couple of releases.
Appointment management layout - minor changes
We have added a new flag on the Patient record to set preferred phone number and only now displaying one on the Appointment Management list. We have made a few more minor changes to save space on this page for our sites working on smaller screens/devices.
If you don't set the preferred number field on the patient demographic page, it will display in mobile, home and work number order.
If you are using the EpiSoft ID as the MRN and do not wish the blank MRN field to display, please let us know and we can remove that column from the Appointment Management list for your site to save some more real estate.
For mobile workforce, we can now optionally publish the patient address to the Appointment Management page. This is set as an organisation preference so it will affect all users in your org.
New patient (yellow hair person)
With the implementation of V2 of the protocol module, this flag was not setting in the protocol page and hence the icon was not showing for New Protocol (new at the location was fine). It should now be showing in either case. You may have to re-save the New Protocol page to correct patient records that are still not displaying this icon.
Changes to mandatory reporting for admissions from 1 July
New changes to HCP, PHDP and Qld Inpatient statistical collection effective from July 1 are now in place. If you run reports for last financial year, the version will reflect last FY and vice versa.
Patient merge - issues with some records
There were problems merging patients with a patient-level infection alert or a summary alert in the Private Notes. This has been resolved.
Billing updates - new reports
We now have 2 new reports for sites to track possible unbilled visits. These are Visits with no Account and Accounts with no Invoice. These can be run for a date range to identify potential unbilled services. We will set up access to these new reports for admin and accounting staff in the billing sites. Not all visits e.g. file notes etc may require billing so this first report may result in a number of records that are not actually an issue.
Note that the Accounts with no Invoice is providing you visibility of any account without an active invoice so if a user has reversed an invoice but failed to generate a new one, this report will pick those up as well as accounts that have never had an invoice.
Billing updates - tracking payment changes with additional info.
You can now add a comment to a payment that will show on the billing tab and also on the Billed Services - Receipts report
You can also record a shortcut reason for reversal via a radio button and also an optional text description.
Referrer details on printed invoice
One of the sites had issues with displaying this info on printed invoice. This was a configuration issue so just a reminder that if referrer is required on the printed invoice, at least one of the service items must be ticked with "Referral required" on the contract and also a referral associated with the visit.
Admission coding form
Selecting a disease with an apostrophe was causing problems e.g. Paget's Disease - the apostrophe was causing issues when trying to save the selected disease. This issue has been resolved.
