About this Release

In each release there may be new features and functions that require one or all of the following:

· Purchase of a module to access

· User Training

· Specific process to be used to ensure the correct functioning

Please read the release notes and the corresponding manual pages to ensure that you understand the changes being made, what module they are associated with, and how they impact your business processes.

If you have any questions about anything in a release, please contact support either by phone or through a Redmine ticket.

Release Notes for CareRight 6.97

Major Features

Healthlink Australia & Secure Messaging Improvements

HealthLink is Australasia’s largest health IT network connecting more than 15,000 medical organisations and exchanging over 100 million clinical messages annually.

Enhancements

Patients > Information Classification

Main article: Information Classification for sensitive or restricted patients

A variety of individuals require health care, occasionally in areas where the provision of care is particularly sensitive. This may include adolescent patients in a social work environment; or high profile patients in a mental health or AOD context.

We have introduced an initial proof of concept model for the management of sensitive patient records, allowing for the redaction of individuals from upcoming appointments, removal from patient search and similar.

This allows for information to be either classified indefinitely, or embargoed. Note; at this time this does not apply to all areas of the system. For example, a task or admission list may still feature patient information in the form of a link - users without access would receive a permission denied error on attempting to view the record; but would still be able to see via a list view the patient exists.

Following customer feedback, we will review and potentially expand these capabilities within the system.

Save a group of reported results to patient measurements

With the extended Healthlink support, we've enhanced our support for graphing results.

Note: to add a result to measurements, all metrics must be configured in the system; with the corresponding LOINC coding.

This allows graphing:

Healthlink - Support for RTF display as PDF inline in the browser

Healthlink - Support for flagging outbound correspondence as referring to an abnormal result in correspondence

Main article: Correspondence with Healthlink

Where an abnormal result has been found, when authoring correspondence that requires review regarding abnormal results, this can be indicated.

Healthlink - Indicate when a letter is a correction or amendment to a previous communication

Main article: Correspondence with Healthlink

Healthlink - Better show letter type for incoming correspondence via Secure Messaging

We now render any categories provided by the sender in description.

Professional Contact selectors show category of practitioner

Assessments - Show controls on screen at all times for long assessments

Customers are increasingly building complex assessments, which may require intermittent saving at various points during a consultation. To make this easier to manage, we've displayed the assessment controls on screen and surfaced the Save button - this will allow you to save your progress, assuming all required information is available.

Appointments - One click access to create new calendar sessions for administrators

For Calendar administrators, we've made it easier to one-click create a new calendar session.

Appointments - One click access to amend session notes

For Calendar administrators, we've made it easier to one-click access and amend calendar session notes.

Assessments > Patient Detail Control > Relationships

We've added the relationships section to our assessment patient detail section, allowing easier capture of Next of Kin or other details during intake.

Location > Enquiries - Provide between location specific inbox

Previously, clicking the link to enquiries from Location correspondence defaulted to the global list. This has been adjusted to be consistent with a number of other location level views.

SAML - Expanded mapping support for various claims

We've added support for mapping to these additional staff member/person fields in SAML.

See SAML

• nz_ethnicity
• work_phone
• mobile_phone

System Administration - Split up "accounting admin role", "correspondence admin role" and "calendar admin role".

To reduce the amount of users with different core configuration duties having full system access, we have revised three areas of system administration.

All existing system administration users have been automatically migrated to retain this access; but customers may wish to review their groups and role design in general.

Location > Banking > Unbanked credits - ability to specify custom date

Location > Account Balance now redirects to Aged Debtor Summary Report

We have replaced the Account Balance screen with  the Aged Debtor Summary Report.

System > Workflow > When disabling a trigger script; provide prominent notice of where it is used / what needs to be updated

Claim Contracts > Provide better guidance when configuring custom codes

Defects & minor enhancements

• Enquiries - default filtering behaviour is confusing - changed placeholder text
• MPR button not reversing in some circumstances
• Expired referral the warning message appears multiple times on patient appointment list
• Patient portal form must be excluded from the API controlled logic
• Tasks index page is now paginated
• System Admin > Admissions > Change default link to overall settings page
• Waitlist - Provider filter - Shows disabled providers where booking settings are still enabled.
• Create new SMS message template - not able to select the correspondence template that was created; approved under after enabling the message type
• Client - Create Relationship fails after submitting the form incorrectly
• Admin > Message Templates - allow selection of your own templates as well at others 
• Calendar > Add controls for creating a new calendar session if you are a calendar session editor
• Calendar > Add links for editing specific calendar session 
• Patient > Appointments > An expired referral the warning message has appeared multiple times
• Patient > Relationships > fix the issue of relationship parameter incomplete
• Program Sessions > Paginate
• Stripe > Receipts - remove the enum as its causing a string validation errors 
• Waitlist > Provider filter > Removed disabled providers
• Provider Search > Adjustments to search criteria
• Admission > Theatre Time Out > Timezone inconsistency
• Security > Mitigate Cross-Site-Scripting injection risk with malicious HTTP referrer
• Fix issue if ERX enabled without settings.
• Fix waitlisted appointments in billable logic check
• Further adjust email regexp over and above RFC 2822
• Downgrade rghost to ensure barcodes print in certain circumstances
• Location > Banking > Add ability to pick your own date
• Assessments > Prevent assessment elements from being named 'record' due to record_changed? being defined.
• Healthlink - Incoming Correspondence - Ensure we show "abnormal" or "amended" on show
• New Enquiry > Show only active categories
• Requests > Pathology request renders broken HTML if provided malformed medical test name
• Failure to print assessment in edge case with discharge letter
• IHC Claim > Mental Health Legal Status > Tooltip for values outdated in manually editing claim
• Trigger Scripts > Support saving and forcing bypass of validations
• Correspondence > Where the wrong templates are used for the message type, triggers not attaching to correct object.

Release Notes for CareRight 6.97.1

• Waitlist > Unable to remove waitlist entries
• Assessments > Technical Support - Fix editing behaviour
• Assessments > Autocomplete Elements > Fix checking manual trigger scripts, autocomplete and submitted for approval behaviour
• Permissions > Ensure classification manager role depends on sensitive information viewer
• Online Booking > Fix issue with stripe enabled appointment types not associated with custom assessment.

Release Notes for CareRight 6.97.2

• Fix NoMethodError: undefined method 'scoped' for #<BatchAccount:0x000000001677c3b8>
• Assessments > Technical Support - Fix editing behaviour further
• Fix NoMethodError: undefined method 'new?'

Release Notes for CareRight 6.97.3

• Fix NoMethodError: undefined method `tr' for nil:NilClass in provider search with no term
• Remove MIMS formatting from eRx ePrescriptions, as eRx legacy technical stack fails silently.
• Fix issue with metric error message repetition
• Fix issue with Reservation visibility

Release Notes for CareRight 6.97.4

• Paginate patient picker controls, to avoid user input that matches a very large number of patients.
• Fix issue with auditing when assessment uses patient_id field with a non numeric type.

Release Notes for CareRight 6.97.5

• Photos > Preserve orientation flags when scaling.
• Infrastructure: Fix pooling of report runner via AMQP
• Infrastructure: Fix pooling of clintel fop via AMQP

Release Notes for CareRight 6.97.6

• Fix bug with staff allocation and is_open? checks
• Security > Rate limit 2FA attempts further
• Fix issue with invoices raised from admissions with an invalid copayment or excess
• Adjust labelling of online booking "Your details" to "Client details"

Release Notes for CareRight 6.97.7

• Add ABN to receipt and refund default templates
• Fix NoMethodError: undefined method `+' for nil:NilClass
• IHC Claim > Use specific accommodation type instead of episode type for patientClassificationCode
• Backport fix for reservations
• Fix FOP printing issue

Release Notes for CareRight 6.97.8

• Templates: Add line_item_gst_display variable to show item number, or "Non-Medical"
• IHC Paydown: Introduce better error behaviours and more detailed debug logging
• Security: Upgrade rack-contrib

Release Notes for CareRight 6.97.9

• Fix cancer notification back button issue for new, edit scenarios

Release Notes for CareRight 6.97.10

• Move submit for approval trigger after payment, if stripe payment required

Release Notes for CareRight 6.97.11

• Add primary health fund to trigger scripts

Release Notes for CareRight 6.97.12

• Fix for_restrict_sensitive_patients query efficiency issue

Release Notes for CareRight 6.97.13

Demote a Medical Provider / Provider

Where a staff member is accidentally promoted to a provider, it is now possible to reverse this in limited circumstances.

Admin > Users and Groups > Merge two users

Where two user accounts exist, it is possible to now merge the users.

Admin > Calendar Options > Settings to disable "all providers" views for calendar for large organisations

Main article: Calendar Options

A new setting is available to disable the organisation wide view of providers. For customers with key staff operating across multiple locations, this can present a usability and performance issue.

When enabled, the system defaults to prompting users to select a calendar view. Users who have set up default calendar views will not be prompted.

Defects & Minor Enhancements

• Fix mental health care type mapping for HMDS 2023
• Fix receipt location issue
• Assessments: Share by QR Code - Centralise permissions
• Unable to upload documents in the Intake process
• Rename medical-objects root certificate in Ubuntu 22.04

6.97.14 Release Notes

Admin > Users and Groups > Edit a User > Change associated staff member

Technical support staff can now re-map a user account to a specific staff member.

Providers > Edit a Provider > Change associated staff member

Technical support staff can now re-map a provider to a specific staff member.

Appointment and Calendar Session Overlap Exemptions

Calendar Session Types and Appointment Types now feature the ability to override "overlap" constraints.

This is useful for booking sessions with a Provider where the physical locations do not prohibit treatment from occurring across one or more locations at a similar time.

Defects & Minor Enhancements

• Ensure medical-objects root certificate added to trust store automatically in Ubuntu 22.04
• Reporting > Enquiries > Fix SQL generation with location filter
• Fix create - error executing assessment - undefined method trigger_context=' for nil:NilClass`
• Metrics no longer load from patient record if editing an assessment that is submitted for approval
• Add ability to set location on appointments in trigger scripts

6.97.15 Release Notes

Defects & Minor Enhancements

• Add appointment set_location method for trigger scripts
• Add index on appointment ID for current assessments
• Calendar Session validation: Fix overlap logic when exempt
• Fix Psych::DisallowedClass: Tried to load unspecified class: Symbol
• Indexes for ICD Disease and ICD Procedure pickers
• Backport Permissions fix

6.97.16 Release Notes

Defects & Minor Enhancements

• SAML authentication to set Primary display name 
• Fix regression of count display
• Fix crash on upgrade of assessment templates

6.97.17 Release Notes

Banking > Ability to mark transactions banked as at a historical date

When a user has the following permissions:

The system provides the ability to back-date banking.

Defects & Minor Enhancements

• Permission to view documents only needs to require view_own_providers, not view all.
• Professional contacts - Hide HI search button if HI Service is disabled
• Fix permission for cancel assessment for assessment runner
• Manual trigger script button appears to student when submitted for approval

6.97.18 Release Notes

Defects & Minor Enhancements

• Admin > Items > Import - Add setting GST true/false to bulk item creation
• Multiple Procedure Rule - Sorting Behaviour - Add option for "order of entry"
• Handling for multi part ERA reports

6.97.19 Release Notes

• Theatre HC21 form should only show theatre items.
• Ensure utf8 chars are removed when generating medicare reports
• Coding printing error on HC21
• SAML Staff Member Type mapping for students

6.97.20 Release Notes

Assessments > Appointment Picker > Better control of associated appointments displayed

Datasets > Adding primary key to datasets

CareRight's dataset builder now allows you to select the primary key. While typically CareRight does not expose internal identifiers; this is useful for external systems consuming datasets.

Admin > Calendar Sessions > Better Select All controls

Abilty to use the "Shift" key to multiple select in calendar sessions and many other lists.

Datasets > Line Allocation Logs > Change to base on SQL view

A number of columns were previously calculated server side, these are now pushed into the SQL view.

• adjustment_type
• amount
• payment
• la_adjust
• la_payment

Additionally, the SQL server view includes consolidated information from associated receipts or refunds (means, detail, note)

A new SQL view is available:

• v_line_allocation_logs

Defects & Minor enhancements

• Assessment Reports > Show associated case ID if applicable, patient id, location id.
• Fix issue with entitlement totals validation
• Change metrics to only update on initial creation of assessment
• Admissions > SNAP > Primary Impairment  Type, default to no selection
• Audit logs: Sign in - Ensure SAML authentications are recorded
• Cancer Notifications > Regardless of validity allow deletion and undeletion

6.97.21 Release Notes

Datasets > Invoice Status Code

Add Invoice Status Code to display a human readable label for invoice statuses, such as X for Cancelled 

Appointments > Capture cancellation reason

CareRight now optionally prompts for a cancellation reason, and provides the ability to report on why patients cancel. CareRight is prepopulated with the Top 10 reasons patients cancel or no show.

This data is available in the Appointments report.

Defects & Minor enhancements

• Change clinical notes associated with an assessment to be marked approved when the assessment is approved; if the user has note_approver permissions
• Fix bug with metric elements in assessments, where the metric has multiple values and the patient has similar or identical previous measurements
• Medical objects sending - Make sure a MO routing ID can be used