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 6.98

Major Features

DB04 Assignment of benefits ("digital signature") for use in Telehealth

CareRight now features a workflow for collecting a signed DB4 Assignment of Benefits PDF via a secure link. This improves telehealth claiming preparation, allowing a one click request for consent.

Patients receive a customisable notification:

On following the secure link; patients will be shown an appropriate claim form for either:

• Medicare Assignment of Benefits
• DVA Treatment Vouchers

Example signature requirements, Medicare DB4 Assignment of Benefits:

Patients may download a copy of the signed form for their reference.

Medication Management with EMMA

Main article: EMMA Integration

CareRight now integrates to publish admitted patient records to emma, a full medication management and charting solution. Our current level of integration is in the experimental stage; and will be improved over time.

Enhancements

Online Booking > Manage appointment confirmation or cancellation via secure link

CareRight now features the ability to share a confirmation email to patients, where they can elect to confirm or cancel an appointment. Unlike the existing SMS functionality, this paves the way for a full online patient portal.

Combined with an appropriate email template, patients can respond to their appointment to confirm or cancel.

On following the link, the patient is presented with a basic screen of details. Over time, this will be further enhanced to allow patient signup, rescheduling of appointment and a full patient portal experience.

Case Categories > Associate an Entitlement

Where a patient is undergoing a series of outpatient treatments via the Case management system, and this is associated with a specific plan or entitlement - ie, a medical mental health care plan - this is now possible to associate specifically with a case.

This is visible in appointments:

Case Categories > Associate a Checklist

Main articles: Case Category, Checklists

Cases now feature checklists.

This assists in treatment with a series of steps, such as an onboarding initial assessment, and post treatment finalisation / PROMS.

Appointment Types > Associate a Checklist

Main article: Appointment Type Configuration

Appointments now feature checklists.

This assists in tracking all pre and post appointment activities, such as bulk billing consent for telehealth or PROMs.

Patient Search > Advanced Search > Search by Custom Patient Field

Main article: Search Patient - Advanced

We have experimentally added the ability to filter by custom patient field to Patient > Advanced Search.

Patient Search > Advanced Search > Search by Information Classification Level

Main article: Search Patient - Advanced

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.

Security: Upgrade of Mirth from 4.0.1 to 4.3.0

The following release notes are available:

• 4.3.0
• 4.2.0
• 4.1.0
  • 4.1.1

Customers are specifically advised of

Security: Upgrade of Mirth from 3.12.0 to 4.0.1

The following release notes are available:

• 4.0.0
  • 4.0.1

Customers are advised specifically of changes to supported TLS protocols.

Security: Upgrade of Mirth from 3.7.0 to 3.12.0

The following release notes are available:

• 3.12.0
• 3.11.0
• 3.10.0
  • 3.10.1
• 3.9.0
  • 3.9.1
• 3.8.0
  • 3.8.1

Defects & minor enhancements

• Online Booking > Fix issue with stripe enabled appointment types not associated with custom assessment.
• Admin > Assessments > Remove print controls from preview of unpublished assessment
• Fix NoMethodError: undefined method 'scoped' for #<BatchAccount:0x000000001677c3b8>
• Unbank a refund
• Fix issue with metric error message repetition
• 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 reservation visibility
• 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.
• Admin > Warn if timezone is not configured on server correctly
• Measurements > Unstrike a previously struck measurement
• Measurements > If I strike something, it should be mandatory to explain why
• Photos > Preserve orientation flags when scaling.
• Security > Rate limit 2FA attempts further 
• Fix bug with staff allocation and is_open? checks
• Security: Upgrade report runner dependencies
• Infrastructure: Fix pooling of report runner via AMQP
• Infrastructure: Fix pooling of clintel fop via AMQP
• Infrastructure: Minimum version postgres 15 for 22.04 deployments
• Ensure that if a correspondence snapshot has not been found within a certain period of time, this is considered a failure
• Prevent issue with invoicing from Admission where invalid content is present in copayment or excess fields (Cannot parse as Decimal)
• 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
• Followups - Improve labelling
• Permission to Cancel, Archive or perform an Express assessment now reduced to assessment_runner
• 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
• Support Bundle: Unable to upload documents in online enquiry process for unknown contacts
• Fix cancer notification back button issue for new, edit scenarios
• Fix redirection behaviour when a non authorised user attempts to access MHR tasks
• Fix grouping fails with uninformative error message
• Assessments > Image upload > When anti virus is enabled, display a placeholder until the image is approved
• Manual trigger script button appears to assessment runner when submitted for approval

6.98.1 Release Notes

Defects & minor enhancements

• ARIA billing wizard improvements
• Move submit for approval trigger after payment, if stripe payment required
• Fix for_restrict_sensitive_patients query efficiency issue

6.98.2 Release Notes

Major Features

Statutory Reporting updates for 2024-2025

Main article: Statutory Reports

• HMDS 2024-2025
  • Correct historical mapping issue with Mental Health Care Type
  • Gender now mandatory
  • Mode of separation now mandatory
• VAED 2024-2025
  • Add Diagnosis Cluster identifier (DCID) for implementation in 2025-26
  • Gender now mandatory. Users should update admission fields to mark mandatory where required.
  • Ensure S5 rehabilitation records are supported
• TSMS 2024-2025 - Customers should ensure they are coding with DRG v11, otherwise no changes to CareRight.
• QHAPDC 2024-2025 - No changes to CareRight.

Enhancements

Admission > Coding > Upgrade Grouper to 2024.1.3

We have updated the grouper version to 2024.1.3 as per advice from Solventum (formerly 3M Health)

Legacy Statutory Reports > Removal of ability to generate formats from earlier than 2018

For statutory reporting standards in effect prior to 2018, it is no longer possible to generate these legacy format reports.

Admin > Person Detail Setup > Ability to mark custom and built in fields required

Main article: Custom Patient Fields

We have enabled the ability to mark both built in and custom fields as required; over and above the system default behaviours.

The most common use case for this would be your clinical policies requiring an email and mobile phone.

Additionally, a number of built-in fields can now be hidden; for example, Home Phone.

Patient/Contact/Person Records > Ability to edit Home/Work/Mobile Phone Notes

We have enabled a previously read only UI to allow editing of notes.

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.

Providers > Edit a Provider > Change associated staff member

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

Defects & minor enhancements

• Fix NoMethodError: undefined method `include?' for nil:NilClass in app/models/dataset_block_handlers/clintel.rb:10
• Handle build current assessment failing with NoMethodError: undefined method `trigger_context=' for nil:NilClass
• Fix disabling an enabled guarantor and with invalid theatre data
• Ability to demote a provider back to a regular staff member

6.98.3 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.

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

• Ensure medical-objects root certificate added to trust store automatically in Ubuntu 22.04
• Reporting > Enquiries > Fix SQL generation with location filter
• Fix issue running enquiry assessment
• 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
• Fix create - error executing assessment - undefined method trigger_context=' for nil:NilClass`
• SAML authentication to set Primary display name
• Fix regression of count display
• Fix crash on upgrade of assessment templates
• 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
• Admin > Items > Import - Add setting GST true/false to bulk item creation
• Fix permission for cancel assessment for assessment runner
• Multiple Procedure Rule - Sorting Behaviour - Add option for "order of entry"
• Crash in Assessment Preview - Professional Contact Picker
• Handling for multi part ERA reports
• Assessments > Change to metrics behaviour, will not reload from patient record when submitted for approval
• Banking > Allow custom date banking
• Fix ActionView::Template::Error: undefined method 'all_template_elements'
• Ensure utf8 chars are removed when generating medicare reports
• Theatre HC21 form should only show theatre items.
• Coding printing error on HC21

6.98.4 Release Notes

Defects & minor enhancements

• Fix crash on entitlement without total set being edited by ensuring total is required
• Appointments .> Associated Case > Ensure translated
• Only allow duplication if not already on the first admission of the calendar year
• Case > New > Where a case category has an associated entitlement, start one
• Update IHC Misc Codes to 3.6 (2024-06-07)

6.98.5 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
• Adjust criteria for IHI search initiation to document / correspondence creation date; not updated date and add SQL indexes
• Fix enquiry list timezone display
• SAML > Add specific Staff Member Type mapping for students
• Fix issue with exporting lookup table where column names do not match
• Online Booking > Appointments > Change behaviour when existing patient functionality disabled
• Enquiry tab displaying wrong time when location not clear

6.98.6 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
• Fix regression with HC21 form outside of admission
• Add active/inactive split of service locations
• Minor fixes with printing current appointment

6.98.7 Release Notes

Datasets > Date fields > Preset filters

Adds filters for This Week, This Month, Last Month, Last 3 Months, Last 12 Months, Current Financial Year, Last Financial Year.

Defects & Minor enhancements

• Assessments > Capture Submitted for Approval logs for internal users
• Online enquiries > Assessments for Contacts
• Performance improvement, classifications
• Improvements to Healthlink result matching
• Fix display of errors when copy assessment fails
• Archive/restore entitlement usage.
• Fix crash in professional contact picker when no referral found
• Prevent appointment triggers with non sharable assessments
• Fix Argus regression with correspondence
• Better patient portal setup UX
• Disable preview assessment pdf

Defects and Minor enhancements

• Ensure a report result is created for argus
• Fix enquiry contacts/patients behaviour
• Remove print preview of merge form from assessment builder
• Prevent appointment triggers being mixed with non sharable assessments
• Ensure a report result is created for argus
• Fix enquiry contacts/patients behaviour
• Remove print preview of merge form from assessment builder
• Prevent appointment triggers being mixed with non sharable assessments
• Performance improvements - Appointments/Calendars/Permissions
• Assessment Builder > Preview > Remove print function
• Fix a bug with clincial notes linking to approved assessments
• UX - Decrease animation to reduce data entry issues
• Appointments > Printed appointment list shows cancelled
• Appointments >  Printed appointment list filtering
• Fix minor bug when permission to copy assessment denied
• Admin > Appointment Types - Make it harder to add message templates with non shareable assessments
• Correspondence > Make more robust when a configuration error has occurred
• Fix issue with draft assessments being created when appointment triggers run, but fails
• Branding Settings > Better setup links
• Performance > Patient Policy > Add indexes for patient tracking

6.98.9 Release Notes

Defects & Minor enhancements

• Fix issue with Medical Objects and dva_card_type_code
• Fix issue with coviu appointment cancellation

6.98.10 Release Notes

Defects & Minor enhancements

• Fix z-index issue with appointments

6.98.11 Release Notes

• Use provider when generating correspondence for healthlink with custom templates
• Provider Directory Service: only update if a value can be found in the search result
• Fix Timezones and IHC transportation inconsistency
• Backport improvements to picture size handling
• Ensure attachments referenced in clinical notes cannot be deleted
• Handle legacy clinical note attachments
• Exempt gender diversity from being API controlled
• Change VAED rendering method

6.98.12 Release Notes

Defects & Minor enhancements

• Fix automatic insertion of Full Letter CC Details replacement variable from templates
• Fix issue with date inputs in reports

6.98.13 Release Notes

Defects & Minor enhancements

• Letters vs Attachments > Add an after save hook for now to join up all attachments to letters
• Clincal notes vs Attachments > Add an after save hook for now to join up all attachments to notes
• Pictures > Rewrite picture handling to be aware of S3 storage.
• Send multiple addresses in PID-11
• Reports > Fix bug present since 2014 around removal of date range filter
• Fix appointment status display when you are not an editor

6.98.14 Release Notes

Defects & Minor enhancements

• Provider's picture isn't displayed on the online booking pag
• Fix ePrescribing - failure to display errors - ensure array for send prescription partial
• TSMS Reporting - Add support for reporting 'self funded' rather than 'unknown' for principle source of funding.
• Remove ERX Medicare expiry validation prior to sending prescription

6.98.15 Release Notes (Unreleased)

Defects & Minor enhancements

• Further improvements around removing a record from VAED submission behaviour